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 |
|---|---|---|---|---|---|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
56,089
shares
|
$5.77 Million
0.88% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
56,060
shares
|
$5.77 Million
0.1% of portfolio
|
Q3 2025
Added 10.01%
|
|
|
Kercheville Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
55,991
shares
|
$5.76 Million
1.78% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Oct 24, 2025 Q3 2025 |
55,879
shares
|
$5.75 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
55,866
shares
|
$5.75 Million
0.19% of portfolio
|
Q3 2025
Reduced 12.82%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
55,787
shares
|
$5.74 Million
1.4% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
55,731
shares
|
$5.74 Million
0.03% of portfolio
|
Q3 2022
Added 0.27%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
55,725
shares
|
$5.74 Million
0.33% of portfolio
|
Q3 2025
Added 690.76%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
55,638
shares
|
$5.73 Million
0.38% of portfolio
|
Q3 2025
Reduced 14.93%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
55,637
shares
|
$5.73 Million
0.57% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
55,611
shares
|
$5.73 Million
0.7% of portfolio
|
Q3 2025
Added 268.41%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Oct 30, 2025 Q3 2025 |
55,585
shares
|
$5.72 Million
2.88% of portfolio
|
Q3 2025
Added 28.34%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
55,404
shares
|
$5.7 Million
0.9% of portfolio
|
Q3 2025
Added 65.86%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
55,374
shares
|
$5.7 Million
0.34% of portfolio
|
Q4 2025
Added 1.59%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
55,304
shares
|
$5.69 Million
0.4% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
55,236
shares
|
$5.69 Million
0.75% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
55,107
shares
|
$5.67 Million
0.48% of portfolio
|
Q4 2025
Reduced 0.68%
|
|
|
Shellback Capital, LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
55,000
shares
|
$5.66 Million
0.39% of portfolio
|
Q3 2025
Added 1000.0%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
54,968
shares
|
$5.66 Million
1.53% of portfolio
|
Q4 2025
Reduced 0.27%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
54,907
shares
|
$5.65 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
54,790
shares
|
$5.64 Million
4.16% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
54,688
shares
|
$5.63 Million
1.74% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
54,577
shares
|
$5.62 Million
0.57% of portfolio
|
Q3 2025
Added 28.59%
|
|
|
Cobler Capital Management, LLC
Silver Lake, KS |
Aug 14, 2025 Q2 2025 |
54,540
shares
|
$5.61 Million
5.27% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
54,502
shares
|
$5.61 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.26%
|
|