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 |
|---|---|---|---|---|---|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
64,236
shares
|
$6.61 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
64,180
shares
|
$6.61 Million
0.94% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Diversified Investment Strategies, LLC
|
Oct 27, 2025 Q3 2025 |
64,130
shares
|
$6.6 Million
4.49% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
64,107
shares
|
$6.6 Million
1.1% of portfolio
|
Q3 2025
Added 9.93%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
64,089
shares
|
$6.6 Million
0.78% of portfolio
|
Q3 2025
Added 14.11%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
64,032
shares
|
$6.59 Million
0.41% of portfolio
|
Q3 2025
Reduced 18.56%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
63,996
shares
|
$6.59 Million
0.09% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
63,957
shares
|
$6.58 Million
3.42% of portfolio
|
Q3 2024
Reduced 13.26%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
63,871
shares
|
$6.58 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
63,782
shares
|
$6.57 Million
0.06% of portfolio
|
Q3 2025
Added 16.56%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
63,768
shares
|
$6.56 Million
0.46% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
63,754
shares
|
$6.56 Million
0.57% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
63,458
shares
|
$6.53 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Jan 16, 2026 Q4 2025 |
63,364
shares
|
$6.52 Million
5.91% of portfolio
|
Q4 2025
Reduced 1.32%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2025 Q3 2025 |
63,277
shares
|
$6.51 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
63,038
shares
|
$6.49 Million
0.04% of portfolio
|
Q3 2025
Added 24.34%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
62,840
shares
|
$6.47 Million
0.71% of portfolio
|
Q4 2025
Added 3.91%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
62,823
shares
|
$6.47 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
62,789
shares
|
$6.46 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
62,671
shares
|
$6.45 Million
0.45% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
62,649
shares
|
$6.45 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
62,642
shares
|
$6.45 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Ocean Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
62,462
shares
|
$6.43 Million
1.31% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
62,429
shares
|
$6.43 Million
0.64% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
62,421
shares
|
$6.43 Million
3.58% of portfolio
|
Q3 2025
Added 6.93%
|
|