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 |
|---|---|---|---|---|---|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
28,200
shares
|
$2.9 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
28,190
shares
|
$2.9 Million
1.14% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
28,172
shares
|
$2.9 Million
2.0% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
28,165
shares
|
$2.9 Million
0.38% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
28,136
shares
|
$2.9 Million
1.59% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
28,108
shares
|
$2.89 Million
0.45% of portfolio
|
Q3 2025
Added 1699.49%
|
|
|
Silphium Asset Management LTD
London, X0 |
Nov 04, 2025 Q3 2025 |
28,079
shares
|
$2.89 Million
0.86% of portfolio
|
Q3 2025
Reduced 65.58%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
28,051
shares
|
$2.89 Million
0.21% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
28,033
shares
|
$2.89 Million
0.32% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
28,011
shares
|
$2.88 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
27,959
shares
|
$2.88 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
27,938
shares
|
$2.88 Million
0.41% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
27,929
shares
|
$2.88 Million
0.64% of portfolio
|
Q3 2025
Added 254.25%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
27,915
shares
|
$2.87 Million
0.5% of portfolio
|
Q4 2025
Added 22.02%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
27,869
shares
|
$2.87 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
27,803
shares
|
$2.86 Million
0.34% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
27,787
shares
|
$2.86 Million
0.22% of portfolio
|
Q4 2025
Added 1.62%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
27,680
shares
|
$2.85 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
27,669
shares
|
$2.85 Million
0.2% of portfolio
|
Q3 2025
Added 10.94%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
27,552
shares
|
$2.84 Million
1.18% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
27,511
shares
|
$2.83 Million
0.74% of portfolio
|
Q4 2025
Reduced 1.74%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
27,476
shares
|
$2.83 Million
1.5% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
27,462
shares
|
$2.83 Million
0.29% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
27,445
shares
|
$2.83 Million
0.7% of portfolio
|
Q4 2025
Added 0.84%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
27,442
shares
|
$2.83 Million
0.46% of portfolio
|
Q3 2025
Added 0.46%
|
|