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 |
|---|---|---|---|---|---|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
74,619
shares
|
$7.68 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
74,319
shares
|
$7.65 Million
0.43% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
74,071
shares
|
$7.63 Million
0.48% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
73,990
shares
|
$7.62 Million
1.0% of portfolio
|
Q4 2025
Added 2.19%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
73,796
shares
|
$7.6 Million
4.07% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
73,746
shares
|
$7.59 Million
0.43% of portfolio
|
Q3 2025
Added 31.64%
|
|
|
Jacobs & CO
|
Jan 02, 2026 Q4 2025 |
73,380
shares
|
$7.55 Million
0.77% of portfolio
|
Q4 2025
Reduced 2.43%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
73,345
shares
|
$7.55 Million
0.28% of portfolio
|
Q4 2025
Added 3.66%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 14, 2026 Q4 2025 |
73,306
shares
|
$7.55 Million
3.04% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
73,247
shares
|
$7.54 Million
0.44% of portfolio
|
Q4 2025
Reduced 4.73%
|
|
|
Tema Etfs LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
73,066
shares
|
$7.52 Million
0.63% of portfolio
|
Q4 2025
Added 2.98%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
73,064
shares
|
$7.52 Million
2.21% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 15, 2026 Q4 2025 |
73,036
shares
|
$7.52 Million
0.99% of portfolio
|
Q4 2025
Added 0.58%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
72,841
shares
|
$7.5 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
72,764
shares
|
$7.49 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
72,547
shares
|
$7.47 Million
0.09% of portfolio
|
Q4 2025
Reduced 0.57%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
72,330
shares
|
$7.45 Million
1.58% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Oct 29, 2025 Q3 2025 |
72,316
shares
|
$7.44 Million
2.94% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
72,200
shares
|
$7.43 Million
0.07% of portfolio
|
Q3 2025
Reduced 12.02%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
72,093
shares
|
$7.42 Million
1.18% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
71,817
shares
|
$7.39 Million
0.07% of portfolio
|
Q2 2023
Reduced 65.54%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
71,702
shares
|
$7.38 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
71,512
shares
|
$7.36 Million
0.35% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
71,430
shares
|
$7.35 Million
2.4% of portfolio
|
Q3 2025
Added 86.55%
|
|
|
Sitrin Capital Management LLC
|
Oct 22, 2025 Q3 2025 |
71,280
shares
|
$7.34 Million
3.83% of portfolio
|
Q3 2025
Reduced 1.02%
|
|