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 |
|---|---|---|---|---|---|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
71,229
shares
|
$7.33 Million
0.81% of portfolio
|
Q4 2023
Added 2.31%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
70,964
shares
|
$7.31 Million
1.33% of portfolio
|
Q3 2023
Reduced 0.4%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
70,836
shares
|
$7.29 Million
1.77% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 23, 2025 Q3 2025 |
70,702
shares
|
$7.28 Million
3.01% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
70,612
shares
|
$7.27 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
70,586
shares
|
$7.27 Million
1.31% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
70,585
shares
|
$7.27 Million
0.3% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
70,434
shares
|
$7.25 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
70,414
shares
|
$7.25 Million
0.19% of portfolio
|
Q3 2025
Reduced 18.16%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
70,279
shares
|
$7.24 Million
0.41% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
70,276
shares
|
$7.23 Million
1.62% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
70,022
shares
|
$7.21 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
69,950
shares
|
$7.2 Million
0.85% of portfolio
|
Q3 2025
Added 8.37%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
69,890
shares
|
$7.2 Million
0.64% of portfolio
|
Q3 2025
Added 1012.19%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
69,795
shares
|
$7.19 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
69,601
shares
|
$7.17 Million
0.24% of portfolio
|
Q3 2025
Reduced 34.32%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 15, 2026 Q4 2025 |
69,395
shares
|
$7.14 Million
3.18% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Sentry LLC
Memphis, TN |
Jan 16, 2026 Q4 2025 |
69,168
shares
|
$7.12 Million
2.11% of portfolio
|
Q4 2025
Reduced 1.05%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
69,104
shares
|
$7.11 Million
0.36% of portfolio
|
Q3 2025
Added 58.55%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
69,073
shares
|
$7.11 Million
1.33% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Bright Rock Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
69,000
shares
|
$7.1 Million
1.49% of portfolio
|
Q2 2025
Reduced 30.3%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
68,887
shares
|
$7.09 Million
0.5% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
68,834
shares
|
$7.09 Million
0.75% of portfolio
|
Q3 2022
Reduced 1.74%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
68,677
shares
|
$7.07 Million
0.14% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
68,644
shares
|
$7.07 Million
0.48% of portfolio
|
Q3 2025
Added 8.26%
|
|