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 |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
23,642
shares
|
$2.43 Million
0.23% of portfolio
|
Q4 2025
Reduced 2.54%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
23,637
shares
|
$2.43 Million
0.45% of portfolio
|
Q3 2022
Added 6.04%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
23,628
shares
|
$2.43 Million
1.83% of portfolio
|
Q3 2022
Added 0.13%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
23,619
shares
|
$2.43 Million
0.04% of portfolio
|
Q3 2025
Added 14.95%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
23,618
shares
|
$2.43 Million
0.96% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
23,611
shares
|
$2.43 Million
2.1% of portfolio
|
Q3 2025
Added 11.37%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Jan 14, 2026 Q4 2025 |
23,574
shares
|
$2.43 Million
1.26% of portfolio
|
Q4 2025
Added 0.24%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
23,543
shares
|
$2.42 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
23,536
shares
|
$2.42 Million
0.87% of portfolio
|
Q2 2025
Reduced 45.18%
|
|
|
Quilter PLC
|
Oct 31, 2025 Q3 2025 |
23,533
shares
|
$2.42 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
23,500
shares
|
$2.42 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
23,461
shares
|
$2.42 Million
0.27% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
23,456
shares
|
$2.41 Million
0.18% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
23,452
shares
|
$2.41 Million
0.58% of portfolio
|
Q4 2025
Added 0.71%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
23,438
shares
|
$2.41 Million
0.47% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
23,397
shares
|
$2.41 Million
0.69% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
23,395
shares
|
$2.41 Million
0.35% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Orser Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
23,238
shares
|
$2.39 Million
1.45% of portfolio
|
Q4 2025
Added 0.85%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
23,230
shares
|
$2.39 Million
0.88% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
23,196
shares
|
$2.39 Million
0.2% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
23,179
shares
|
$2.39 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
23,118
shares
|
$2.38 Million
0.68% of portfolio
|
Q3 2025
Reduced 9.37%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
23,114
shares
|
$2.38 Million
0.19% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
23,035
shares
|
$2.37 Million
0.67% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
22,947
shares
|
$2.36 Million
0.21% of portfolio
|
Q3 2025
Added 1.08%
|
|