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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
33,825
shares
|
$3.48 Million
0.49% of portfolio
|
Q3 2025
Reduced 23.12%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
33,761
shares
|
$3.48 Million
0.72% of portfolio
|
Q3 2025
Added 20.97%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
33,760
shares
|
$3.48 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
33,703
shares
|
$3.47 Million
0.3% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
33,603
shares
|
$3.46 Million
0.79% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
33,586
shares
|
$3.46 Million
0.53% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
33,578
shares
|
$3.46 Million
0.92% of portfolio
|
Q3 2025
Reduced 23.69%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
33,558
shares
|
$3.45 Million
0.8% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Gam Holding Ag
|
Oct 21, 2025 Q3 2025 |
33,539
shares
|
$3.45 Million
0.23% of portfolio
|
Q3 2025
Added 32.31%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
33,421
shares
|
$3.44 Million
0.41% of portfolio
|
Q3 2025
Added 39.81%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
33,385
shares
|
$3.44 Million
1.27% of portfolio
|
Q3 2025
Added 16.45%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
33,336
shares
|
$3.43 Million
0.09% of portfolio
|
Q3 2025
Added 63.94%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
33,332
shares
|
$3.43 Million
1.75% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Am Investment Strategies LLC
|
Oct 30, 2025 Q3 2025 |
33,237
shares
|
$3.42 Million
0.77% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
33,211
shares
|
$3.42 Million
0.27% of portfolio
|
Q3 2025
Added 20.36%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
33,168
shares
|
$3.41 Million
0.96% of portfolio
|
Q1 2024
Added 154.08%
|
|
|
Riverbridge Partners LLC
|
Jan 13, 2026 Q4 2025 |
33,135
shares
|
$3.41 Million
0.06% of portfolio
|
Q4 2025
Reduced 0.57%
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
33,000
shares
|
$3.4 Million
0.55% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
32,980
shares
|
$3.4 Million
0.93% of portfolio
|
Q3 2025
Reduced 8.23%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
32,958
shares
|
$3.39 Million
2.01% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
32,924
shares
|
$3.39 Million
1.13% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
32,853
shares
|
$3.38 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
32,827
shares
|
$3.38 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
32,767
shares
|
$3.37 Million
0.62% of portfolio
|
Q3 2022
Reduced 10.12%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
32,756
shares
|
$3.37 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.38%
|
|