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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
60,215
shares
|
$6.2 Million
0.26% of portfolio
|
Q4 2023
Added 4.59%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Nov 07, 2025 Q3 2025 |
60,171
shares
|
$6.19 Million
0.13% of portfolio
|
Q3 2023
Reduced 88.3%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
60,038
shares
|
$6.18 Million
0.49% of portfolio
|
Q1 2024
Added 2909.42%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Jan 13, 2026 Q4 2025 |
60,000
shares
|
$6.18 Million
0.3% of portfolio
|
Q4 2025
Reduced 14.29%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
59,978
shares
|
$6.17 Million
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
59,931
shares
|
$6.17 Million
0.41% of portfolio
|
Q3 2025
Added 30.3%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
59,883
shares
|
$6.16 Million
0.54% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
59,850
shares
|
$6.16 Million
1.37% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2025 Q3 2025 |
59,834
shares
|
$6.16 Million
2.61% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
59,655
shares
|
$6.14 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
59,603
shares
|
$6.14 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
59,541
shares
|
$6.13 Million
0.07% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
59,337
shares
|
$6.11 Million
1.37% of portfolio
|
Q3 2025
Reduced 24.26%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
59,245
shares
|
$6.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
59,009
shares
|
$6.07 Million
0.27% of portfolio
|
Q3 2025
Added 156.13%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
58,983
shares
|
$6.07 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
58,947
shares
|
$6.07 Million
0.48% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
58,920
shares
|
$6.07 Million
0.46% of portfolio
|
Q4 2025
Added 5.98%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
58,597
shares
|
$6.03 Million
1.05% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
58,511
shares
|
$6.02 Million
0.35% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
58,420
shares
|
$6.01 Million
0.54% of portfolio
|
Q4 2025
Reduced 0.13%
|
|
|
Reliant Investment Management, LLC
|
Oct 24, 2025 Q3 2025 |
58,385
shares
|
$6.01 Million
2.41% of portfolio
|
Q3 2025
Added 612.88%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
58,382
shares
|
$6.01 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2025 Q3 2025 |
58,270
shares
|
$6 Million
3.83% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
58,243
shares
|
$6 Million
0.38% of portfolio
|
Q3 2025
Reduced 43.89%
|
|