Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,617 institutions that hold shares in the stock, with a total of 2.77 Billion shares, which have been reported (via 13F filing form) to have a value of $285 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
143,636
shares
|
$14.8 Million
1.72% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
142,983
shares
|
$14.7 Million
1.81% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Woodstock Corp
|
Jan 14, 2026 Q4 2025 |
142,942
shares
|
$14.7 Million
1.27% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
142,630
shares
|
$14.7 Million
0.96% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 19, 2025 Q3 2025 |
142,206
shares
|
$14.6 Million
2.08% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
141,862
shares
|
$14.6 Million
0.52% of portfolio
|
Q4 2025
Reduced 1.37%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
141,260
shares
|
$14.5 Million
0.49% of portfolio
|
Q3 2025
Added 65.22%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
141,219
shares
|
$14.5 Million
1.79% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 06, 2025 Q3 2025 |
141,190
shares
|
$14.5 Million
1.44% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
140,996
shares
|
$14.5 Million
0.25% of portfolio
|
Q3 2025
Added 15.1%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
140,895
shares
|
$14.5 Million
3.32% of portfolio
|
Q4 2025
Reduced 6.18%
|
|
|
Dupont Capital Management Corp
|
Oct 20, 2025 Q3 2025 |
140,745
shares
|
$14.5 Million
1.52% of portfolio
|
Q1 2025
Reduced 34.78%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
140,654
shares
|
$14.5 Million
1.24% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Oct 29, 2025 Q3 2025 |
140,495
shares
|
$14.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
140,099
shares
|
$14.4 Million
2.21% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
139,893
shares
|
$14.4 Million
0.21% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
139,871
shares
|
$14.4 Million
1.1% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
139,474
shares
|
$14.4 Million
0.35% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
139,391
shares
|
$14.4 Million
0.58% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
138,942
shares
|
$14.3 Million
0.48% of portfolio
|
Q4 2025
Reduced 4.22%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
138,853
shares
|
$14.3 Million
0.36% of portfolio
|
Q4 2023
Reduced 0.97%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
137,810
shares
|
$14.2 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
137,339
shares
|
$14.1 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
137,208
shares
|
$14.1 Million
1.39% of portfolio
|
Q3 2025
Reduced 89.48%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
136,072
shares
|
$14 Million
0.17% of portfolio
|
Q3 2025
Added 23.27%
|
|