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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
29,254
shares
|
$3.01 Million
0.36% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Sws Partners
|
Jan 16, 2026 Q4 2025 |
29,235
shares
|
$3.01 Million
0.57% of portfolio
|
Q4 2025
Added 1.05%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
29,224
shares
|
$3.01 Million
0.84% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 07, 2025 Q3 2025 |
29,200
shares
|
$3.01 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Nov 12, 2025 Q3 2025 |
29,137
shares
|
$3 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
29,098
shares
|
$3 Million
0.25% of portfolio
|
Q4 2025
Added 16.36%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
29,050
shares
|
$2.99 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
29,042
shares
|
$2.99 Million
1.51% of portfolio
|
Q3 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
29,041
shares
|
$2.99 Million
0.15% of portfolio
|
Q4 2023
Added 3.92%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
28,978
shares
|
$2.98 Million
1.76% of portfolio
|
Q4 2025
Added 0.88%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
28,950
shares
|
$2.98 Million
0.39% of portfolio
|
Q3 2025
Reduced 21.5%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
28,944
shares
|
$2.98 Million
1.11% of portfolio
|
Q2 2025
Reduced 17.99%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
28,944
shares
|
$2.98 Million
0.62% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Spirit Of America Management Corp
|
Jan 15, 2026 Q4 2025 |
28,802
shares
|
$2.97 Million
0.64% of portfolio
|
Q4 2025
Reduced 10.7%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
28,797
shares
|
$2.96 Million
0.25% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
28,796
shares
|
$2.96 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
28,780
shares
|
$2.96 Million
0.34% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 08, 2025 Q3 2025 |
28,717
shares
|
$2.96 Million
1.39% of portfolio
|
Q3 2025
Reduced 17.73%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
28,699
shares
|
$2.95 Million
0.62% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
28,407
shares
|
$2.92 Million
0.49% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
28,376
shares
|
$2.92 Million
0.76% of portfolio
|
Q3 2025
Added 983.05%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
28,325
shares
|
$2.92 Million
0.43% of portfolio
|
Q4 2025
Added 37.9%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
28,320
shares
|
$2.92 Million
1.65% of portfolio
|
Q4 2023
Reduced 16.26%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
28,239
shares
|
$2.91 Million
0.93% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
28,216
shares
|
$2.9 Million
0.29% of portfolio
|
Q3 2025
Added 98.15%
|
|