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 |
|---|---|---|---|---|---|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
27,440
shares
|
$2.82 Million
0.93% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
27,389
shares
|
$2.82 Million
1.31% of portfolio
|
Q2 2022
Added 0.11%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
27,349
shares
|
$2.82 Million
0.5% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
27,296
shares
|
$2.81 Million
0.85% of portfolio
|
Q4 2025
Reduced 9.31%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
27,246
shares
|
$2.8 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
27,213
shares
|
$2.8 Million
0.98% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
27,165
shares
|
$2.8 Million
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
27,156
shares
|
$2.8 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
27,151
shares
|
$2.8 Million
0.25% of portfolio
|
Q2 2022
Reduced 3.21%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
27,136
shares
|
$2.79 Million
0.45% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
27,117
shares
|
$2.79 Million
0.14% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Highview Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
27,061
shares
|
$2.79 Million
1.04% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
26,956
shares
|
$2.78 Million
1.11% of portfolio
|
Q4 2025
Added 17.98%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Nov 04, 2025 Q3 2025 |
26,955
shares
|
$2.78 Million
1.89% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
26,928
shares
|
$2.77 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
26,912
shares
|
$2.77 Million
1.22% of portfolio
|
Q4 2025
Added 1.47%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
26,832
shares
|
$2.76 Million
0.29% of portfolio
|
Q4 2022
Reduced 0.09%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
26,777
shares
|
$2.76 Million
0.83% of portfolio
|
Q3 2025
Reduced 18.08%
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
26,740
shares
|
$2.75 Million
1.73% of portfolio
|
Q4 2024
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
26,714
shares
|
$2.75 Million
0.33% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
26,712
shares
|
$2.75 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
26,701
shares
|
$2.75 Million
0.42% of portfolio
|
Q2 2023
Reduced 1.06%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
26,687
shares
|
$2.75 Million
1.31% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
26,679
shares
|
$2.75 Million
0.76% of portfolio
|
Q4 2025
Reduced 1.29%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
26,671
shares
|
$2.75 Million
0.3% of portfolio
|
Q3 2025
Added 5.33%
|
|