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 |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
76,776
shares
|
$7.9 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
76,714
shares
|
$7.9 Million
0.54% of portfolio
|
Q3 2025
Reduced 18.87%
|
|
|
Somerset Trust CO
|
Jan 09, 2026 Q4 2025 |
76,633
shares
|
$7.89 Million
2.58% of portfolio
|
Q4 2025
Reduced 0.33%
|
|
|
Iyo Bank, Ltd.
|
Nov 10, 2025 Q3 2025 |
76,572
shares
|
$7.88 Million
3.07% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Windward Capital Management CO
|
Oct 30, 2025 Q3 2025 |
76,553
shares
|
$7.88 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
76,394
shares
|
$7.86 Million
0.66% of portfolio
|
Q3 2025
Reduced 14.72%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
76,256
shares
|
$7.85 Million
0.24% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
76,215
shares
|
$7.85 Million
1.63% of portfolio
|
Q4 2025
Reduced 2.65%
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
76,104
shares
|
$7.83 Million
2.15% of portfolio
|
Q4 2025
Added 0.76%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
76,095
shares
|
$7.83 Million
1.81% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
76,090
shares
|
$7.83 Million
0.16% of portfolio
|
Q4 2025
Added 4.77%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 12, 2025 Q3 2025 |
76,065
shares
|
$7.83 Million
0.15% of portfolio
|
Q3 2025
Reduced 18.21%
|
|
|
Skye Global Management LP
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
76,000
shares
|
$7.82 Million
0.16% of portfolio
|
Q3 2025
Added 57.02%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
75,879
shares
|
$7.81 Million
0.54% of portfolio
|
Q3 2025
Added 21.71%
|
|
|
Hourglass Capital, LLC
|
Jan 14, 2026 Q4 2025 |
75,593
shares
|
$7.78 Million
1.8% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
75,492
shares
|
$7.77 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
William Allan, LLC
|
Oct 24, 2025 Q3 2025 |
75,418
shares
|
$7.76 Million
4.43% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
75,269
shares
|
$7.75 Million
1.13% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
75,235
shares
|
$7.75 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
75,208
shares
|
$7.74 Million
0.49% of portfolio
|
Q3 2023
Added 2.72%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
75,164
shares
|
$7.74 Million
2.02% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
75,115
shares
|
$7.73 Million
0.42% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
74,814
shares
|
$7.7 Million
0.61% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
74,805
shares
|
$7.7 Million
1.67% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
74,771
shares
|
$7.7 Million
0.94% of portfolio
|
Q4 2025
Added 0.9%
|
|