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 |
|---|---|---|---|---|---|
|
Victrix Investment Advisors
Stuart, FL |
Nov 04, 2025 Q3 2025 |
44,468
shares
|
$4.58 Million
2.51% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
44,412
shares
|
$4.57 Million
2.4% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
44,334
shares
|
$4.56 Million
0.33% of portfolio
|
Q3 2025
Added 320.15%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
44,236
shares
|
$4.55 Million
0.57% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
44,192
shares
|
$4.55 Million
1.76% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
44,102
shares
|
$4.54 Million
1.87% of portfolio
|
Q3 2025
Added 37.02%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
44,100
shares
|
$4.54 Million
0.15% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
43,901
shares
|
$4.52 Million
1.62% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
43,826
shares
|
$4.51 Million
1.09% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
43,759
shares
|
$4.5 Million
1.17% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
43,677
shares
|
$4.5 Million
2.29% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
43,662
shares
|
$4.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
43,598
shares
|
$4.49 Million
1.48% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
43,490
shares
|
$4.48 Million
1.04% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
43,412
shares
|
$4.47 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 15, 2025 Q3 2025 |
43,309
shares
|
$4.46 Million
2.66% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
43,303
shares
|
$4.46 Million
1.2% of portfolio
|
Q3 2025
Added 956.69%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
43,249
shares
|
$4.45 Million
1.32% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
43,122
shares
|
$4.44 Million
0.24% of portfolio
|
Q3 2022
Reduced 5.45%
|
|
|
Hedeker Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
43,046
shares
|
$4.43 Million
0.99% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
42,873
shares
|
$4.41 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
42,656
shares
|
$4.39 Million
1.03% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
42,578
shares
|
$4.38 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Anderson Hoagland & CO
|
Jan 05, 2026 Q4 2025 |
42,511
shares
|
$4.38 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
42,477
shares
|
$4.37 Million
0.26% of portfolio
|
Q3 2025
Added 9.07%
|
|