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 |
|---|---|---|---|---|---|
|
Redwood Investments, LLC
|
May 15, 2025 Q1 2025 |
52,689
shares
|
$5.42 Million
1.9% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
52,569
shares
|
$5.41 Million
1.29% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
52,529
shares
|
$5.41 Million
0.51% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
52,495
shares
|
$5.4 Million
0.79% of portfolio
|
Q4 2025
Added 6.01%
|
|
|
First National Bank Of Hutchinson
|
Nov 05, 2025 Q3 2025 |
52,423
shares
|
$5.4 Million
2.9% of portfolio
|
Q3 2025
Added 69.0%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
52,415
shares
|
$5.4 Million
1.26% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
52,319
shares
|
$5.39 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Oct 09, 2025 Q3 2025 |
52,294
shares
|
$5.38 Million
3.93% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
52,183
shares
|
$5.37 Million
3.17% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
52,171
shares
|
$5.37 Million
0.19% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Nov 14, 2025 Q3 2025 |
52,164
shares
|
$5.37 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
52,085
shares
|
$5.36 Million
3.77% of portfolio
|
Q3 2025
Added 44.47%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
51,842
shares
|
$5.34 Million
1.03% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
51,727
shares
|
$5.33 Million
0.84% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
51,635
shares
|
$5.32 Million
0.5% of portfolio
|
Q4 2025
Added 8.92%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
51,583
shares
|
$5.31 Million
1.17% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
51,517
shares
|
$5.3 Million
0.91% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
51,380
shares
|
$5.29 Million
1.14% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
51,320
shares
|
$5.28 Million
0.35% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 12, 2025 Q3 2025 |
51,300
shares
|
$5.28 Million
0.05% of portfolio
|
Q3 2025
Reduced 49.21%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
51,292
shares
|
$5.28 Million
0.68% of portfolio
|
Q3 2025
Reduced 31.07%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
51,267
shares
|
$5.28 Million
0.42% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
51,228
shares
|
$5.27 Million
0.35% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
51,224
shares
|
$5.27 Million
0.41% of portfolio
|
Q3 2025
Added 23.28%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
51,167
shares
|
$5.27 Million
1.09% of portfolio
|
Q3 2025
Added 2.9%
|
|