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 |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
42,404
shares
|
$4.37 Million
0.48% of portfolio
|
Q4 2025
Added 0.46%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
42,400
shares
|
$4.37 Million
2.92% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
42,381
shares
|
$4.36 Million
0.77% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
42,344
shares
|
$4.36 Million
0.09% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
42,338
shares
|
$4.36 Million
0.15% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
42,203
shares
|
$4.34 Million
0.67% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Shayne & Co., LLC
|
Nov 04, 2025 Q3 2025 |
42,202
shares
|
$4.34 Million
1.38% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
42,104
shares
|
$4.33 Million
0.41% of portfolio
|
Q4 2025
Added 10.79%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
42,073
shares
|
$4.33 Million
1.46% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
42,011
shares
|
$4.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
41,890
shares
|
$4.31 Million
2.42% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 20, 2025 Q3 2025 |
41,863
shares
|
$4.31 Million
0.92% of portfolio
|
Q3 2025
Added 26.68%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
41,752
shares
|
$4.3 Million
0.61% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
41,733
shares
|
$4.3 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
41,650
shares
|
$4.29 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
41,630
shares
|
$4.29 Million
2.76% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
41,606
shares
|
$4.28 Million
0.38% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
41,398
shares
|
$4.26 Million
0.08% of portfolio
|
Q2 2022
Added 55.29%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
41,301
shares
|
$4.25 Million
1.02% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
41,272
shares
|
$4.25 Million
0.16% of portfolio
|
Q4 2025
Reduced 1.85%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 29, 2025 Q3 2025 |
41,228
shares
|
$4.24 Million
1.39% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
41,140
shares
|
$4.24 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
40,938
shares
|
$4.21 Million
0.3% of portfolio
|
Q3 2025
Added 27.75%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
40,842
shares
|
$4.2 Million
0.35% of portfolio
|
Q3 2025
Reduced 11.95%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
40,803
shares
|
$4.2 Million
0.91% of portfolio
|
Q4 2025
Reduced 6.73%
|
|