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 |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
47,907
shares
|
$4.93 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
47,886
shares
|
$4.93 Million
0.44% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
47,860
shares
|
$4.93 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
47,771
shares
|
$4.92 Million
0.18% of portfolio
|
Q4 2025
Added 9.36%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
47,726
shares
|
$4.91 Million
0.68% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
47,671
shares
|
$4.91 Million
0.5% of portfolio
|
Q4 2025
Reduced 30.36%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
47,567
shares
|
$4.9 Million
0.38% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
47,527
shares
|
$4.89 Million
1.13% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Benedict Financial Advisors Inc
|
Nov 03, 2025 Q3 2025 |
47,519
shares
|
$4.89 Million
1.07% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
47,519
shares
|
$4.89 Million
0.77% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
47,503
shares
|
$4.89 Million
1.52% of portfolio
|
Q1 2024
Added 211.68%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
47,318
shares
|
$4.87 Million
1.07% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
47,313
shares
|
$4.87 Million
1.55% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
47,191
shares
|
$4.86 Million
0.57% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
47,135
shares
|
$4.85 Million
1.71% of portfolio
|
Q4 2025
Added 9.56%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
47,115
shares
|
$4.85 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
47,107
shares
|
$4.85 Million
0.49% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
47,022
shares
|
$4.84 Million
2.05% of portfolio
|
Q1 2023
Added 98.84%
|
|
|
Harvey Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
46,950
shares
|
$4.83 Million
1.04% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
46,927
shares
|
$4.83 Million
0.49% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
46,924
shares
|
$4.83 Million
0.22% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
46,817
shares
|
$4.82 Million
0.29% of portfolio
|
Q3 2025
Added 32.13%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
46,803
shares
|
$4.82 Million
1.56% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
46,667
shares
|
$4.8 Million
1.42% of portfolio
|
Q4 2023
Reduced 0.69%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
46,610
shares
|
$4.8 Million
2.58% of portfolio
|
Q3 2025
Added 0.15%
|
|