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 |
|---|---|---|---|---|---|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
37,873
shares
|
$3.9 Million
0.14% of portfolio
|
Q3 2025
Reduced 82.89%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
37,476
shares
|
$3.86 Million
1.52% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
37,469
shares
|
$3.86 Million
0.11% of portfolio
|
Q3 2025
Added 19.61%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
37,461
shares
|
$3.86 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
37,411
shares
|
$3.85 Million
1.42% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
37,352
shares
|
$3.85 Million
0.56% of portfolio
|
Q3 2025
Added 13.16%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
37,167
shares
|
$3.83 Million
1.57% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
37,142
shares
|
$3.82 Million
1.68% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
37,136
shares
|
$3.82 Million
0.14% of portfolio
|
Q4 2025
Added 24.92%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
37,043
shares
|
$3.81 Million
0.63% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 12, 2026 Q4 2025 |
37,033
shares
|
$3.81 Million
2.0% of portfolio
|
Q4 2025
Reduced 5.26%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
36,982
shares
|
$3.81 Million
0.32% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
36,937
shares
|
$3.8 Million
2.17% of portfolio
|
Q2 2024
Added 6.95%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
36,890
shares
|
$3.8 Million
0.67% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
36,889
shares
|
$3.8 Million
1.82% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
36,818
shares
|
$3.79 Million
0.3% of portfolio
|
Q3 2022
Added 13.48%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
36,793
shares
|
$3.79 Million
2.51% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
36,732
shares
|
$3.78 Million
0.13% of portfolio
|
Q4 2025
Added 7.09%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
36,617
shares
|
$3.77 Million
2.03% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
36,598
shares
|
$3.77 Million
2.67% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
36,546
shares
|
$3.76 Million
0.13% of portfolio
|
Q3 2025
Added 61.95%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 24, 2025 Q3 2025 |
36,494
shares
|
$3.76 Million
0.81% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
36,440
shares
|
$3.75 Million
1.11% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
36,427
shares
|
$3.75 Million
1.12% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
36,425
shares
|
$3.75 Million
2.05% of portfolio
|
Q3 2025
Reduced 2.6%
|
|