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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
51,013
shares
|
$5.25 Million
1.49% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
51,007
shares
|
$5.25 Million
0.21% of portfolio
|
Q4 2025
Reduced 3.07%
|
|
|
Cohen Klingenstein LLC
|
Oct 16, 2025 Q3 2025 |
51,000
shares
|
$5.25 Million
0.17% of portfolio
|
Q4 2024
Reduced 57.82%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
50,970
shares
|
$5.25 Million
0.45% of portfolio
|
Q3 2025
Added 27.31%
|
|
|
Finivi Inc.
Westborough, MA |
Dec 19, 2025 Q3 2025 |
50,970
shares
|
$5.25 Million
3.35% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
50,903
shares
|
$5.24 Million
0.15% of portfolio
|
Q3 2025
Reduced 55.69%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Nov 05, 2025 Q3 2025 |
50,898
shares
|
$5.24 Million
2.7% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50,865
shares
|
$5.24 Million
0.28% of portfolio
|
Q2 2020
Added 23.49%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
50,790
shares
|
$5.23 Million
1.0% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
50,728
shares
|
$5.22 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
50,646
shares
|
$5.21 Million
0.67% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Easterly Investment Partners LLC
|
Nov 12, 2025 Q3 2025 |
50,630
shares
|
$5.21 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Elevatus Welath Management
Victor, NY |
Jan 14, 2026 Q4 2025 |
50,592
shares
|
$5.21 Million
1.54% of portfolio
|
Q4 2025
Added 11.99%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
50,535
shares
|
$5.2 Million
0.67% of portfolio
|
Q3 2025
Added 935.55%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
50,486
shares
|
$5.2 Million
0.2% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jan 14, 2026 Q4 2025 |
50,475
shares
|
$5.2 Million
0.4% of portfolio
|
Q4 2025
Added 10.24%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
50,421
shares
|
$5.19 Million
1.44% of portfolio
|
Q3 2025
Reduced 12.71%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
50,257
shares
|
$5.17 Million
1.6% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
50,130
shares
|
$5.16 Million
1.42% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
50,032
shares
|
$5.15 Million
2.51% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
50,004
shares
|
$5.15 Million
0.7% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
50,000
shares
|
$5.15 Million
3.77% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
49,930
shares
|
$5.14 Million
0.0% of portfolio
|
Q3 2025
Added 166.85%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
49,919
shares
|
$5.14 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
49,882
shares
|
$5.14 Million
0.06% of portfolio
|
Q3 2025
Added 401.02%
|
|