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 |
|---|---|---|---|---|---|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 23, 2025 Q3 2025 |
54,483
shares
|
$5.61 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
54,463
shares
|
$5.61 Million
1.63% of portfolio
|
Q1 2025
Reduced 21.01%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
54,383
shares
|
$5.6 Million
0.06% of portfolio
|
Q4 2025
Added 1.62%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
54,303
shares
|
$5.59 Million
4.63% of portfolio
|
Q4 2025
Added 65.07%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
54,198
shares
|
$5.58 Million
0.93% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
54,143
shares
|
$5.57 Million
0.99% of portfolio
|
Q3 2025
Reduced 16.5%
|
|
|
Hixon Zuercher, LLC
|
Oct 10, 2025 Q3 2025 |
54,124
shares
|
$5.57 Million
1.73% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
54,008
shares
|
$5.56 Million
0.99% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 10, 2025 Q3 2025 |
53,962
shares
|
$5.56 Million
3.32% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
53,798
shares
|
$5.54 Million
1.41% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
53,691
shares
|
$5.53 Million
1.35% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
53,569
shares
|
$5.51 Million
0.04% of portfolio
|
Q3 2025
Reduced 53.53%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
53,500
shares
|
$5.51 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
53,446
shares
|
$5.5 Million
1.58% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
53,444
shares
|
$5.5 Million
0.79% of portfolio
|
Q3 2025
Added 13.2%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
53,376
shares
|
$5.5 Million
1.89% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
53,306
shares
|
$5.49 Million
0.73% of portfolio
|
Q4 2022
Reduced 10.21%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
53,283
shares
|
$5.49 Million
1.4% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
53,230
shares
|
$5.48 Million
2.93% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
53,138
shares
|
$5.47 Million
1.19% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
53,024
shares
|
$5.46 Million
0.43% of portfolio
|
Q1 2025
Added 11.4%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
52,972
shares
|
$5.45 Million
1.84% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
52,900
shares
|
$5.45 Million
3.93% of portfolio
|
Q3 2025
Added 8.74%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
52,730
shares
|
$5.43 Million
0.47% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Nov 03, 2025 Q3 2025 |
52,701
shares
|
$5.43 Million
3.69% of portfolio
|
Q3 2025
Reduced 0.51%
|
|