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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
49,612
shares
|
$5.11 Million
0.45% of portfolio
|
Q4 2025
Reduced 1.37%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
49,602
shares
|
$5.11 Million
0.52% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
49,558
shares
|
$5.1 Million
0.33% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
49,469
shares
|
$5.09 Million
0.41% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
49,341
shares
|
$5.08 Million
0.9% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
49,260
shares
|
$5.07 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Peterson Wealth Management
|
Dec 17, 2025 Q3 2025 |
49,177
shares
|
$5.06 Million
3.59% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Arlington Partners LLC
|
Oct 28, 2025 Q3 2025 |
49,145
shares
|
$5.06 Million
1.95% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
49,047
shares
|
$5.05 Million
0.2% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
49,036
shares
|
$5.05 Million
1.07% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
49,031
shares
|
$5.05 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Cmh Wealth Management LLC
|
Jan 13, 2026 Q4 2025 |
48,794
shares
|
$5.02 Million
1.16% of portfolio
|
Q4 2025
Reduced 0.04%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
48,786
shares
|
$5.02 Million
0.81% of portfolio
|
Q3 2025
Reduced 13.16%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
48,757
shares
|
$5.02 Million
2.58% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Brendel Financial Advisors LLC
|
Oct 20, 2025 Q3 2025 |
48,680
shares
|
$5.01 Million
2.59% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
48,628
shares
|
$5.01 Million
2.84% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
48,623
shares
|
$5.01 Million
0.26% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
48,587
shares
|
$5 Million
0.25% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
48,575
shares
|
$5 Million
1.1% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
48,448
shares
|
$4.99 Million
1.27% of portfolio
|
Q3 2025
Reduced 19.85%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
48,383
shares
|
$4.98 Million
0.86% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
48,380
shares
|
$4.98 Million
0.85% of portfolio
|
Q3 2025
Added 26.51%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
48,191
shares
|
$4.96 Million
2.57% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
48,038
shares
|
$4.95 Million
0.42% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Nov 12, 2025 Q3 2025 |
47,965
shares
|
$4.94 Million
3.91% of portfolio
|
Q3 2025
Reduced 1.44%
|
|