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 |
|---|---|---|---|---|---|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
31,120
shares
|
$3.2 Million
0.18% of portfolio
|
Q3 2025
Reduced 89.84%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 15, 2025 Q3 2025 |
31,049
shares
|
$3.2 Million
0.69% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
31,020
shares
|
$3.19 Million
0.91% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Schwab Charitable Fund
|
Oct 27, 2025 Q3 2025 |
31,000
shares
|
$3.19 Million
0.06% of portfolio
|
Q2 2025
Reduced 22.5%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
30,961
shares
|
$3.19 Million
1.34% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
30,948
shares
|
$3.19 Million
1.58% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
30,892
shares
|
$3.18 Million
0.97% of portfolio
|
Q3 2025
Added 13.88%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 06, 2026 Q4 2025 |
30,888
shares
|
$3.18 Million
1.17% of portfolio
|
Q4 2025
Reduced 3.1%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
30,887
shares
|
$3.18 Million
0.51% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
30,801
shares
|
$3.17 Million
1.03% of portfolio
|
Q3 2025
Added 248.74%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
30,769
shares
|
$3.17 Million
2.37% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
30,698
shares
|
$3.16 Million
0.19% of portfolio
|
Q4 2025
Added 0.36%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
30,646
shares
|
$3.16 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
30,585
shares
|
$3.15 Million
0.32% of portfolio
|
Q3 2025
Reduced 36.87%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
30,519
shares
|
$3.14 Million
0.09% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
30,517
shares
|
$3.14 Million
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
30,502
shares
|
$3.14 Million
0.99% of portfolio
|
Q3 2025
Added 64.04%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
30,501
shares
|
$3.14 Million
1.08% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
30,438
shares
|
$3.13 Million
0.33% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
30,357
shares
|
$3.13 Million
0.39% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
30,266
shares
|
$3.12 Million
0.07% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
30,250
shares
|
$3.11 Million
0.74% of portfolio
|
Q1 2024
Added 202.5%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
30,249
shares
|
$3.11 Million
0.41% of portfolio
|
Q4 2025
Added 48.96%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
30,171
shares
|
$3.11 Million
4.41% of portfolio
|
Q2 2025
New holding
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
30,136
shares
|
$3.1 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.3%
|
|