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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
65,835
shares
|
$6.78 Million
0.38% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
65,761
shares
|
$6.77 Million
0.11% of portfolio
|
Q4 2025
Added 1.87%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
65,728
shares
|
$6.77 Million
0.41% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
65,689
shares
|
$6.76 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
65,685
shares
|
$6.76 Million
0.12% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
65,683
shares
|
$6.76 Million
0.41% of portfolio
|
Q3 2025
Added 34.67%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 03, 2025 Q3 2025 |
65,550
shares
|
$6.75 Million
1.42% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Pinnbrook Capital Management LP
|
Nov 13, 2025 Q3 2025 |
65,533
shares
|
$6.75 Million
0.83% of portfolio
|
Q3 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
65,523
shares
|
$6.75 Million
0.26% of portfolio
|
Q4 2025
Reduced 2.25%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
65,414
shares
|
$6.73 Million
0.42% of portfolio
|
Q3 2025
Added 31.86%
|
|
|
Weatherly Asset Management L. P.
|
Jan 15, 2026 Q4 2025 |
65,337
shares
|
$6.73 Million
0.52% of portfolio
|
Q4 2025
Added 11.44%
|
|
|
Saranac Partners LTD
London, |
Dec 05, 2025 Q3 2025 |
65,273
shares
|
$6.72 Million
1.22% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Riggs Asset Managment Co. Inc.
|
Nov 12, 2025 Q3 2025 |
65,145
shares
|
$6.71 Million
1.68% of portfolio
|
Q3 2025
Reduced 19.24%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
65,060
shares
|
$6.7 Million
1.19% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Nov 10, 2025 Q3 2025 |
64,902
shares
|
$6.68 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.24%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
64,696
shares
|
$6.66 Million
0.81% of portfolio
|
Q4 2025
Added 4.2%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
64,686
shares
|
$6.66 Million
0.89% of portfolio
|
Q4 2025
Reduced 3.39%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
64,678
shares
|
$6.66 Million
2.86% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
64,675
shares
|
$6.66 Million
0.15% of portfolio
|
Q3 2025
Reduced 27.47%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
64,562
shares
|
$6.65 Million
0.35% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
64,554
shares
|
$6.65 Million
1.06% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
64,504
shares
|
$6.64 Million
0.31% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
64,452
shares
|
$6.64 Million
1.38% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
64,366
shares
|
$6.63 Million
0.87% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
64,257
shares
|
$6.62 Million
0.47% of portfolio
|
Q4 2025
Reduced 0.3%
|
|