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 |
|---|---|---|---|---|---|
|
Hennessy Advisors Inc
Novato, CA |
Oct 20, 2025 Q3 2025 |
95,800
shares
|
$9.86 Million
0.35% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
95,550
shares
|
$9.84 Million
0.26% of portfolio
|
Q3 2025
Added 26.11%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
95,477
shares
|
$9.83 Million
0.31% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Opus Investment Management Inc
|
Nov 10, 2025 Q3 2025 |
95,000
shares
|
$9.78 Million
6.14% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Addenda Capital Inc.
|
Oct 09, 2025 Q3 2025 |
94,389
shares
|
$9.72 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
94,142
shares
|
$9.69 Million
0.74% of portfolio
|
Q4 2024
Reduced 23.71%
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
94,088
shares
|
$9.69 Million
1.79% of portfolio
|
Q3 2025
Added 27.71%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
94,013
shares
|
$9.68 Million
0.65% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
93,670
shares
|
$9.64 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
93,587
shares
|
$9.63 Million
1.08% of portfolio
|
Q3 2025
Reduced 15.06%
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
Oct 17, 2025 Q3 2025 |
93,500
shares
|
$9.63 Million
1.08% of portfolio
|
Q2 2025
Added 33.57%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
93,268
shares
|
$9.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 68.65%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
93,165
shares
|
$9.59 Million
1.18% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
93,059
shares
|
$9.58 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Asset Planning Services Inc
|
Jan 16, 2026 Q4 2025 |
92,875
shares
|
$9.56 Million
4.57% of portfolio
|
Q4 2025
Reduced 6.78%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
92,733
shares
|
$9.55 Million
1.0% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
92,603
shares
|
$9.53 Million
0.54% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Nov 06, 2025 Q3 2025 |
92,599
shares
|
$9.53 Million
0.66% of portfolio
|
Q3 2025
Reduced 14.28%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
92,521
shares
|
$9.53 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
92,462
shares
|
$9.52 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
92,416
shares
|
$9.51 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2025 Q3 2025 |
91,834
shares
|
$9.45 Million
0.55% of portfolio
|
Q3 2025
Added 478.7%
|
|
|
Chickasaw Capital Management LLC
|
Jan 09, 2026 Q4 2025 |
91,550
shares
|
$9.43 Million
0.42% of portfolio
|
Q4 2025
Added 0.39%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
91,350
shares
|
$9.4 Million
0.76% of portfolio
|
Q3 2025
Reduced 8.0%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
91,341
shares
|
$9.4 Million
1.59% of portfolio
|
Q2 2025
Added 1.16%
|
|