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 |
|---|---|---|---|---|---|
|
Postrock Partners LLC
Overland Park, OR |
Jan 16, 2026 Q4 2025 |
22,883
shares
|
$2.36 Million
1.11% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
22,852
shares
|
$2.35 Million
0.5% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Stonegate Management LLC
Lake Forest, IL |
Nov 13, 2025 Q3 2025 |
22,808
shares
|
$2.35 Million
1.56% of portfolio
|
Q3 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
22,795
shares
|
$2.35 Million
0.86% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Sky Investment Group LLC
|
Jan 14, 2026 Q4 2025 |
22,763
shares
|
$2.34 Million
0.41% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
22,739
shares
|
$2.34 Million
0.45% of portfolio
|
Q4 2025
Added 2.71%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
22,725
shares
|
$2.34 Million
1.14% of portfolio
|
Q4 2025
Added 0.53%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
22,714
shares
|
$2.34 Million
0.77% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
22,706
shares
|
$2.34 Million
0.72% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Inlet Private Wealth, LLC
|
Oct 31, 2025 Q3 2025 |
22,692
shares
|
$2.34 Million
0.55% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
22,689
shares
|
$2.34 Million
0.18% of portfolio
|
Q3 2025
Reduced 29.55%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
22,686
shares
|
$2.34 Million
1.22% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Oct 28, 2025 Q3 2025 |
22,673
shares
|
$2.33 Million
2.46% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
22,662
shares
|
$2.33 Million
1.09% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
22,639
shares
|
$2.33 Million
0.17% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
22,620
shares
|
$2.33 Million
2.42% of portfolio
|
Q4 2022
New holding
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
22,600
shares
|
$2.33 Million
1.46% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
22,568
shares
|
$2.32 Million
0.83% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
22,512
shares
|
$2.32 Million
0.07% of portfolio
|
Q4 2025
Reduced 1.65%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 15, 2026 Q4 2025 |
22,510
shares
|
$2.32 Million
1.81% of portfolio
|
Q4 2025
Added 2.6%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
22,486
shares
|
$2.31 Million
0.34% of portfolio
|
Q4 2025
Added 0.76%
|
|
|
Peak Financial Advisors LLC
|
Jan 12, 2026 Q4 2025 |
22,434
shares
|
$2.31 Million
1.51% of portfolio
|
Q4 2025
Reduced 29.72%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
22,383
shares
|
$2.3 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
22,381
shares
|
$2.3 Million
0.53% of portfolio
|
Q4 2024
Added 14.31%
|
|
|
Prudent Man Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
22,343
shares
|
$2.3 Million
0.88% of portfolio
|
Q3 2025
Reduced 3.03%
|
|