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 |
|---|---|---|---|---|---|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
125,273
shares
|
$12.9 Million
1.52% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
125,234
shares
|
$12.9 Million
0.71% of portfolio
|
Q3 2025
Added 38.65%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
124,814
shares
|
$12.8 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Nov 14, 2025 Q3 2025 |
124,602
shares
|
$12.8 Million
4.05% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
124,252
shares
|
$12.8 Million
0.22% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Valicenti Advisory Services Inc
|
Jan 16, 2026 Q4 2025 |
124,156
shares
|
$12.8 Million
2.89% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
123,934
shares
|
$12.8 Million
0.53% of portfolio
|
Q3 2025
Added 104.5%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
123,657
shares
|
$12.7 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
123,385
shares
|
$12.7 Million
2.29% of portfolio
|
Q3 2025
Added 206.58%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
123,236
shares
|
$12.7 Million
0.82% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
123,091
shares
|
$12.7 Million
0.93% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
122,773
shares
|
$12.6 Million
3.91% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
122,689
shares
|
$12.6 Million
0.09% of portfolio
|
Q4 2025
Added 705.63%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
122,292
shares
|
$12.6 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
121,850
shares
|
$12.5 Million
0.75% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
121,040
shares
|
$12.5 Million
0.19% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Ws Management Lllp
Jacksonville, FL |
Nov 13, 2025 Q3 2025 |
120,977
shares
|
$12.5 Million
1.49% of portfolio
|
Q1 2025
Reduced 22.1%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
120,935
shares
|
$12.5 Million
0.41% of portfolio
|
Q3 2025
Added 72.58%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
120,478
shares
|
$12.4 Million
0.55% of portfolio
|
Q3 2025
Added 20.14%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
120,410
shares
|
$12.4 Million
0.94% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
120,360
shares
|
$12.4 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Savoir Faire Capital Management, L.P.
Norwalk, CT |
Oct 31, 2025 Q3 2025 |
120,320
shares
|
$12.4 Million
4.45% of portfolio
|
Q3 2025
Added 199.1%
|
|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
120,035
shares
|
$12.4 Million
3.1% of portfolio
|
Q4 2025
New holding
|
|
|
Nwi Management LP
New York, NY |
Dec 05, 2025 Q3 2025 |
120,000
shares
|
$12.4 Million
0.66% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
119,457
shares
|
$12.3 Million
1.46% of portfolio
|
Q3 2025
Added 5.96%
|
|