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 |
|---|---|---|---|---|---|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
22,338
shares
|
$2.3 Million
0.44% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
22,327
shares
|
$2.3 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
22,297
shares
|
$2.3 Million
0.08% of portfolio
|
Q3 2022
Added 128.78%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
22,291
shares
|
$2.29 Million
0.65% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
22,267
shares
|
$2.29 Million
0.05% of portfolio
|
Q3 2023
Added 2.75%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
22,240
shares
|
$2.29 Million
0.73% of portfolio
|
Q2 2025
Added 99.09%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
22,238
shares
|
$2.29 Million
0.61% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
22,226
shares
|
$2.29 Million
0.31% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
22,224
shares
|
$2.29 Million
0.32% of portfolio
|
Q2 2024
Added 3.39%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
22,224
shares
|
$2.29 Million
0.89% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Capital Management Associates
New York, NY |
Nov 05, 2025 Q3 2025 |
22,200
shares
|
$2.29 Million
3.94% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Uncommon Cents Investing LLC
|
Jan 15, 2026 Q4 2025 |
22,194
shares
|
$2.28 Million
0.59% of portfolio
|
Q4 2025
Reduced 1.4%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
22,181
shares
|
$2.28 Million
0.18% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2025 Q3 2025 |
22,177
shares
|
$2.28 Million
2.16% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
22,121
shares
|
$2.28 Million
0.06% of portfolio
|
Q3 2025
Reduced 28.92%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
22,069
shares
|
$2.27 Million
0.82% of portfolio
|
Q4 2022
Added 13.6%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
22,003
shares
|
$2.27 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Nov 10, 2025 Q3 2025 |
22,000
shares
|
$2.26 Million
1.14% of portfolio
|
Q3 2025
Added 633.33%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Oct 09, 2025 Q3 2025 |
21,969
shares
|
$2.26 Million
0.97% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
21,947
shares
|
$2.26 Million
0.25% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
21,928
shares
|
$2.26 Million
0.96% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
21,863
shares
|
$2.25 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
21,850
shares
|
$2.25 Million
0.86% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
21,835
shares
|
$2.25 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
21,835
shares
|
$2.25 Million
0.17% of portfolio
|
Q3 2025
Reduced 12.47%
|
|