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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
58,223
shares
|
$5.99 Million
0.22% of portfolio
|
Q3 2025
Added 17.14%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
58,178
shares
|
$5.99 Million
0.83% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
58,130
shares
|
$5.98 Million
0.41% of portfolio
|
Q4 2025
Added 13.01%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
58,006
shares
|
$5.97 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
57,993
shares
|
$5.97 Million
1.97% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
57,983
shares
|
$5.97 Million
1.89% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Claret Asset Management Corp
|
Nov 13, 2025 Q3 2025 |
57,806
shares
|
$5.95 Million
0.71% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
57,781
shares
|
$5.95 Million
0.61% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
57,675
shares
|
$5.94 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
57,451
shares
|
$5.91 Million
0.36% of portfolio
|
Q1 2023
Reduced 4.58%
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
57,371
shares
|
$5.91 Million
1.6% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
57,348
shares
|
$5.9 Million
1.08% of portfolio
|
Q4 2024
Reduced 18.49%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
57,300
shares
|
$5.9 Million
0.08% of portfolio
|
Q3 2025
Added 32.91%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
57,220
shares
|
$5.89 Million
0.25% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
57,184
shares
|
$5.89 Million
0.86% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
57,137
shares
|
$5.88 Million
1.19% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 23, 2025 Q3 2025 |
56,745
shares
|
$5.84 Million
1.71% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
56,635
shares
|
$5.83 Million
0.43% of portfolio
|
Q4 2025
Added 9.01%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
56,626
shares
|
$5.83 Million
0.15% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
56,562
shares
|
$5.82 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
56,359
shares
|
$5.8 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
56,348
shares
|
$5.8 Million
0.3% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
56,290
shares
|
$5.8 Million
0.71% of portfolio
|
Q3 2025
Reduced 27.56%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
56,240
shares
|
$5.79 Million
0.15% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
56,209
shares
|
$5.79 Million
0.39% of portfolio
|
Q3 2025
Reduced 26.6%
|
|