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 |
|---|---|---|---|---|---|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
35,682
shares
|
$3.67 Million
1.23% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
35,628
shares
|
$3.67 Million
1.04% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
35,572
shares
|
$3.66 Million
0.34% of portfolio
|
Q3 2025
Added 11.16%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
35,561
shares
|
$3.66 Million
0.5% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
35,430
shares
|
$3.65 Million
0.24% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 13, 2025 Q3 2025 |
35,395
shares
|
$3.64 Million
0.63% of portfolio
|
Q3 2025
Reduced 15.51%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
35,369
shares
|
$3.64 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
35,297
shares
|
$3.63 Million
0.57% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
35,225
shares
|
$3.63 Million
0.88% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
35,181
shares
|
$3.62 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
35,175
shares
|
$3.62 Million
1.86% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
35,098
shares
|
$3.61 Million
1.12% of portfolio
|
Q3 2025
Added 35.88%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
34,899
shares
|
$3.59 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
34,887
shares
|
$3.59 Million
0.03% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
34,735
shares
|
$3.58 Million
0.38% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
34,700
shares
|
$3.57 Million
1.04% of portfolio
|
Q3 2025
Reduced 21.49%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
34,619
shares
|
$3.56 Million
1.36% of portfolio
|
Q3 2025
Reduced 10.88%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
34,613
shares
|
$3.56 Million
0.66% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
34,564
shares
|
$3.56 Million
1.2% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Legato Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
34,561
shares
|
$3.56 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
34,375
shares
|
$3.54 Million
0.28% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
34,134
shares
|
$3.51 Million
0.04% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
34,099
shares
|
$3.51 Million
0.63% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
34,019
shares
|
$3.5 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
34,018
shares
|
$3.5 Million
0.19% of portfolio
|
Q4 2025
Added 4.85%
|
|