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 |
|---|---|---|---|---|---|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
39,373
shares
|
$4.05 Million
0.74% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2025 Q3 2025 |
39,315
shares
|
$4.05 Million
1.79% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
39,303
shares
|
$4.05 Million
1.66% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Pensionfund Sabic
|
Jan 12, 2026 Q4 2025 |
39,300
shares
|
$4.05 Million
1.19% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
39,215
shares
|
$4.04 Million
0.13% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 06, 2025 Q3 2025 |
39,174
shares
|
$4.03 Million
1.77% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
39,155
shares
|
$4.03 Million
0.63% of portfolio
|
Q3 2025
Reduced 9.58%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
39,018
shares
|
$4.02 Million
0.18% of portfolio
|
Q3 2025
Added 24.16%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
38,969
shares
|
$4.01 Million
0.14% of portfolio
|
Q4 2022
Reduced 15.83%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
38,920
shares
|
$4.01 Million
0.15% of portfolio
|
Q3 2025
Added 20.06%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
38,868
shares
|
$4 Million
1.7% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
38,759
shares
|
$3.99 Million
0.67% of portfolio
|
Q3 2025
Reduced 19.33%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
38,744
shares
|
$3.99 Million
1.13% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Mattern Wealth Management LLC
|
Jan 16, 2026 Q4 2025 |
38,649
shares
|
$3.98 Million
0.85% of portfolio
|
Q4 2025
Reduced 2.72%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
38,607
shares
|
$3.97 Million
0.08% of portfolio
|
Q3 2025
Added 32.57%
|
|
|
Night Squared LP
New York, NY |
Nov 14, 2025 Q3 2025 |
38,595
shares
|
$3.97 Million
1.44% of portfolio
|
Q3 2025
New holding
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
38,438
shares
|
$3.96 Million
0.2% of portfolio
|
Q3 2025
Added 470.8%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
38,404
shares
|
$3.95 Million
0.41% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
38,383
shares
|
$3.95 Million
1.91% of portfolio
|
Q2 2025
New holding
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
38,237
shares
|
$3.94 Million
1.74% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
38,228
shares
|
$3.94 Million
0.68% of portfolio
|
Q3 2025
Reduced 26.84%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
38,222
shares
|
$3.93 Million
0.87% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
38,158
shares
|
$3.93 Million
0.35% of portfolio
|
Q3 2025
Added 99.38%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
38,003
shares
|
$3.91 Million
0.33% of portfolio
|
Q3 2025
Added 23.29%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
38,001
shares
|
$3.91 Million
1.38% of portfolio
|
Q2 2023
New holding
|
|