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 |
|---|---|---|---|---|---|
|
Axecap Investments, LLC
Mason, OH |
Oct 29, 2025 Q3 2025 |
46,610
shares
|
$4.8 Million
2.97% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
46,608
shares
|
$4.8 Million
0.28% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
46,375
shares
|
$4.77 Million
0.74% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
46,326
shares
|
$4.77 Million
0.48% of portfolio
|
Q3 2025
Reduced 8.99%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
46,315
shares
|
$4.77 Million
0.69% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
46,306
shares
|
$4.77 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
46,280
shares
|
$4.76 Million
1.03% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
46,257
shares
|
$4.76 Million
0.47% of portfolio
|
Q1 2024
Added 212.89%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
46,042
shares
|
$4.74 Million
0.83% of portfolio
|
Q4 2025
Reduced 3.13%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
45,838
shares
|
$4.72 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
45,812
shares
|
$4.72 Million
0.52% of portfolio
|
Q4 2025
Added 0.85%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
45,785
shares
|
$4.71 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
45,635
shares
|
$4.7 Million
0.22% of portfolio
|
Q2 2025
Reduced 20.26%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 14, 2025 Q3 2025 |
45,568
shares
|
$4.69 Million
2.04% of portfolio
|
Q3 2025
Added 68.8%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
45,430
shares
|
$4.68 Million
0.11% of portfolio
|
Q4 2025
Added 26.48%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
45,412
shares
|
$4.68 Million
0.29% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
45,403
shares
|
$4.67 Million
1.76% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Alphinity Investment Management Pty LTD
|
Nov 05, 2025 Q3 2025 |
45,055
shares
|
$4.64 Million
0.05% of portfolio
|
Q3 2025
Added 36.81%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
44,976
shares
|
$4.63 Million
1.65% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
44,929
shares
|
$4.63 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
44,744
shares
|
$4.61 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
44,731
shares
|
$4.61 Million
0.75% of portfolio
|
Q4 2022
Added 0.68%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
44,675
shares
|
$4.6 Million
1.97% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
44,662
shares
|
$4.6 Million
1.04% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Parkside Investments, LLC
|
Nov 10, 2025 Q3 2025 |
44,614
shares
|
$4.59 Million
0.61% of portfolio
|
Q3 2025
Reduced 2.4%
|
|