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 |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
85,535
shares
|
$8.81 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
85,470
shares
|
$8.8 Million
0.84% of portfolio
|
Q4 2025
Added 55.17%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
85,415
shares
|
$8.79 Million
0.57% of portfolio
|
Q4 2025
Added 6.82%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
85,354
shares
|
$8.79 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
85,233
shares
|
$8.77 Million
3.02% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
85,130
shares
|
$8.76 Million
1.94% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
84,997
shares
|
$8.75 Million
2.12% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
84,089
shares
|
$8.66 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
84,013
shares
|
$8.65 Million
0.23% of portfolio
|
Q3 2025
Added 558.05%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
83,911
shares
|
$8.64 Million
0.68% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
83,865
shares
|
$8.63 Million
1.52% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
83,763
shares
|
$8.62 Million
1.46% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
83,685
shares
|
$8.62 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Wendell David Associates Inc
|
Oct 30, 2025 Q3 2025 |
83,580
shares
|
$8.6 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
M&G PLC
London, X0 |
Nov 07, 2025 Q3 2025 |
83,500
shares
|
$8.6 Million
0.05% of portfolio
|
Q3 2025
Added 14.64%
|
|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
83,451
shares
|
$8.59 Million
1.02% of portfolio
|
Q3 2025
Reduced 20.3%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
83,294
shares
|
$8.58 Million
0.46% of portfolio
|
Q3 2025
Added 13.85%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
83,176
shares
|
$8.56 Million
0.39% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
83,084
shares
|
$8.55 Million
2.53% of portfolio
|
Q3 2025
Reduced 11.95%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
82,990
shares
|
$8.54 Million
0.65% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
82,756
shares
|
$8.52 Million
0.08% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
82,478
shares
|
$8.49 Million
3.6% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2025 Q3 2025 |
82,465
shares
|
$8.49 Million
2.56% of portfolio
|
Q3 2025
New holding
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Nov 03, 2025 Q3 2025 |
82,365
shares
|
$8.48 Million
1.8% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
82,309
shares
|
$8.47 Million
1.18% of portfolio
|
Q3 2025
Added 3.26%
|
|