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 |
|---|---|---|---|---|---|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 04, 2025 Q3 2025 |
68,190
shares
|
$7.02 Million
2.09% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
68,070
shares
|
$7.01 Million
0.54% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
68,062
shares
|
$7.01 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
67,796
shares
|
$6.98 Million
0.41% of portfolio
|
Q3 2025
Reduced 18.12%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
67,792
shares
|
$6.98 Million
0.76% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
67,790
shares
|
$6.98 Million
1.18% of portfolio
|
Q4 2025
Added 0.87%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
67,775
shares
|
$6.98 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
67,612
shares
|
$6.96 Million
0.26% of portfolio
|
Q3 2025
Reduced 12.83%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
67,507
shares
|
$6.95 Million
0.74% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
67,330
shares
|
$6.93 Million
0.2% of portfolio
|
Q3 2025
Added 19.14%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
67,159
shares
|
$6.91 Million
0.99% of portfolio
|
Q3 2025
Added 27.25%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
67,118
shares
|
$6.91 Million
0.85% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
67,005
shares
|
$6.9 Million
0.31% of portfolio
|
Q3 2025
Reduced 16.64%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
66,879
shares
|
$6.89 Million
0.22% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
66,710
shares
|
$6.87 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
66,708
shares
|
$6.87 Million
0.87% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
66,589
shares
|
$6.86 Million
1.11% of portfolio
|
Q3 2025
Added 30.95%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
66,575
shares
|
$6.85 Million
0.03% of portfolio
|
Q3 2025
Reduced 72.12%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
66,573
shares
|
$6.85 Million
4.02% of portfolio
|
Q3 2022
Added 0.73%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
66,238
shares
|
$6.82 Million
1.02% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
66,213
shares
|
$6.82 Million
1.97% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Banque Pictet & Cie Sa
|
Jan 16, 2026 Q4 2025 |
66,147
shares
|
$6.81 Million
0.04% of portfolio
|
Q4 2025
Added 92.79%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
66,017
shares
|
$6.8 Million
0.49% of portfolio
|
Q4 2025
Added 0.77%
|
|
|
Signet Investment Advisory Group, Inc.
|
Nov 06, 2025 Q3 2025 |
65,988
shares
|
$6.79 Million
3.27% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
65,966
shares
|
$6.79 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.01%
|
|