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 |
|---|---|---|---|---|---|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
26,635
shares
|
$2.74 Million
1.71% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
26,632
shares
|
$2.74 Million
0.56% of portfolio
|
Q3 2025
Added 16.23%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 12, 2026 Q4 2025 |
26,562
shares
|
$2.73 Million
2.15% of portfolio
|
Q4 2025
Added 2.05%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
26,559
shares
|
$2.73 Million
0.53% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
26,553
shares
|
$2.73 Million
1.03% of portfolio
|
Q3 2025
Added 13.99%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 07, 2026 Q4 2025 |
26,518
shares
|
$2.73 Million
1.82% of portfolio
|
Q4 2025
Reduced 3.73%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
26,491
shares
|
$2.73 Million
1.45% of portfolio
|
Q3 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
26,467
shares
|
$2.72 Million
0.34% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
26,433
shares
|
$2.72 Million
1.3% of portfolio
|
Q3 2025
Added 42.05%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
26,392
shares
|
$2.72 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
26,343
shares
|
$2.71 Million
0.48% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 15, 2025 Q3 2025 |
26,310
shares
|
$2.71 Million
0.73% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
26,214
shares
|
$2.7 Million
0.47% of portfolio
|
Q4 2025
Added 19.8%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
26,199
shares
|
$2.7 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
26,195
shares
|
$2.7 Million
0.3% of portfolio
|
Q4 2025
Added 9.94%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2025 Q3 2025 |
26,163
shares
|
$2.69 Million
0.04% of portfolio
|
Q3 2025
Added 16.73%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
26,160
shares
|
$2.69 Million
0.22% of portfolio
|
Q4 2025
Reduced 7.6%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
26,116
shares
|
$2.69 Million
0.67% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 12, 2025 Q3 2025 |
26,104
shares
|
$2.69 Million
0.15% of portfolio
|
Q4 2024
Added 15.76%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
26,081
shares
|
$2.69 Million
0.34% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
26,018
shares
|
$2.68 Million
0.69% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
25,890
shares
|
$2.67 Million
1.18% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
25,870
shares
|
$2.66 Million
0.04% of portfolio
|
Q4 2025
Added 19.79%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
25,847
shares
|
$2.66 Million
0.17% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
25,844
shares
|
$2.66 Million
0.6% of portfolio
|
Q3 2025
Reduced 3.53%
|
|