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 |
|---|---|---|---|---|---|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
30,081
shares
|
$3.1 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Outfitter Financial LLC
|
Oct 23, 2025 Q3 2025 |
30,070
shares
|
$3.1 Million
2.53% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
30,025
shares
|
$3.09 Million
0.99% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
29,994
shares
|
$3.09 Million
0.31% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
29,978
shares
|
$3.09 Million
0.29% of portfolio
|
Q3 2025
Added 47.01%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
29,925
shares
|
$3.08 Million
1.11% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
29,883
shares
|
$3.08 Million
0.63% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
29,851
shares
|
$3.07 Million
0.34% of portfolio
|
Q3 2025
Added 49.13%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
29,850
shares
|
$3.07 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
29,817
shares
|
$3.07 Million
0.12% of portfolio
|
Q3 2025
Added 160.14%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2026 Q4 2025 |
29,772
shares
|
$3.07 Million
0.73% of portfolio
|
Q4 2025
Reduced 7.92%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
29,722
shares
|
$3.06 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
29,713
shares
|
$3.06 Million
0.53% of portfolio
|
Q3 2025
Added 866.59%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
29,704
shares
|
$3.06 Million
1.52% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
29,679
shares
|
$3.06 Million
0.05% of portfolio
|
Q3 2025
Added 21.37%
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
29,604
shares
|
$3.05 Million
1.18% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Pettee Investors, Inc.
|
Nov 04, 2025 Q3 2025 |
29,547
shares
|
$3.04 Million
1.74% of portfolio
|
Q3 2025
Reduced 10.15%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 09, 2026 Q4 2025 |
29,509
shares
|
$3.04 Million
1.84% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
29,459
shares
|
$3.03 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
29,445
shares
|
$3.03 Million
0.07% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
29,326
shares
|
$3.02 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
29,301
shares
|
$3.02 Million
0.39% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Birinyi Associates Inc
|
Oct 29, 2025 Q3 2025 |
29,300
shares
|
$3.02 Million
0.78% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
29,288
shares
|
$3.02 Million
0.88% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
29,254
shares
|
$3.01 Million
0.36% of portfolio
|
Q4 2025
Added 0.19%
|
|