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 |
|---|---|---|---|---|---|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
24,400
shares
|
$2.51 Million
0.58% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
24,390
shares
|
$2.51 Million
0.43% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
24,388
shares
|
$2.51 Million
0.14% of portfolio
|
Q3 2025
Reduced 15.93%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
24,360
shares
|
$2.51 Million
0.21% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
24,342
shares
|
$2.51 Million
0.46% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
24,290
shares
|
$2.5 Million
0.66% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
24,272
shares
|
$2.5 Million
0.2% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
24,207
shares
|
$2.49 Million
0.61% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
24,188
shares
|
$2.49 Million
0.84% of portfolio
|
Q4 2025
Reduced 0.71%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
24,183
shares
|
$2.49 Million
0.19% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
24,175
shares
|
$2.49 Million
0.65% of portfolio
|
Q3 2025
Reduced 10.33%
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
24,151
shares
|
$2.49 Million
0.04% of portfolio
|
Q3 2025
Reduced 54.27%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
24,073
shares
|
$2.48 Million
0.41% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
24,007
shares
|
$2.47 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
24,000
shares
|
$2.47 Million
0.05% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Boxwood Ventures, Inc.
|
Nov 14, 2025 Q3 2025 |
23,991
shares
|
$2.47 Million
2.84% of portfolio
|
Q1 2024
New holding
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
23,933
shares
|
$2.46 Million
0.64% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Geneva Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
23,876
shares
|
$2.46 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
23,830
shares
|
$2.45 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Beecher Investors Inc
|
Nov 10, 2022 Q3 2022 |
23,825
shares
|
$2.45 Million
5.08% of portfolio
|
Q1 2022
Reduced 3.05%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
23,824
shares
|
$2.45 Million
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
23,778
shares
|
$2.45 Million
0.6% of portfolio
|
Q3 2025
Added 16.15%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
23,696
shares
|
$2.44 Million
1.07% of portfolio
|
Q4 2025
Reduced 0.52%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
23,681
shares
|
$2.44 Million
0.96% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
23,663
shares
|
$2.44 Million
2.6% of portfolio
|
Q3 2025
Reduced 98.34%
|
|