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 |
|---|---|---|---|---|---|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
82,072
shares
|
$8.45 Million
2.15% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
81,864
shares
|
$8.43 Million
0.45% of portfolio
|
Q3 2025
Reduced 27.65%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
81,511
shares
|
$8.39 Million
0.15% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
81,486
shares
|
$8.39 Million
0.46% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
81,256
shares
|
$8.37 Million
1.14% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Meridian Management CO
|
Nov 03, 2025 Q3 2025 |
81,247
shares
|
$8.36 Million
2.28% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
80,996
shares
|
$8.34 Million
2.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
80,795
shares
|
$8.32 Million
0.82% of portfolio
|
Q3 2025
Added 1520.76%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
80,608
shares
|
$8.3 Million
0.45% of portfolio
|
Q3 2025
Added 21.07%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
80,550
shares
|
$8.29 Million
0.17% of portfolio
|
Q2 2025
Reduced 26.76%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
80,444
shares
|
$8.28 Million
0.33% of portfolio
|
Q1 2023
Added 3786.18%
|
|
|
Ar Asset Management Inc
|
Nov 12, 2025 Q3 2025 |
80,300
shares
|
$8.27 Million
1.74% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
80,214
shares
|
$8.26 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
79,740
shares
|
$8.21 Million
1.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
79,681
shares
|
$8.2 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
79,540
shares
|
$8.19 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 12, 2025 Q3 2025 |
79,514
shares
|
$8.19 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
79,221
shares
|
$8.16 Million
2.36% of portfolio
|
Q4 2025
Added 14.35%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
79,146
shares
|
$8.15 Million
0.63% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
78,846
shares
|
$8.12 Million
0.35% of portfolio
|
Q3 2025
Added 13.49%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
78,552
shares
|
$8.09 Million
0.48% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
78,258
shares
|
$8.06 Million
1.45% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
78,124
shares
|
$8.04 Million
0.17% of portfolio
|
Q3 2025
Added 308.6%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
78,121
shares
|
$8.04 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
77,579
shares
|
$7.99 Million
0.78% of portfolio
|
Q3 2025
Added 1.18%
|
|