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 |
|---|---|---|---|---|---|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
21,813
shares
|
$2.25 Million
0.69% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
21,810
shares
|
$2.25 Million
0.29% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
21,798
shares
|
$2.24 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
21,786
shares
|
$2.24 Million
1.56% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
21,699
shares
|
$2.23 Million
0.91% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 30, 2025 Q3 2025 |
21,690
shares
|
$2.23 Million
0.36% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 15, 2026 Q4 2025 |
21,667
shares
|
$2.23 Million
0.4% of portfolio
|
Q4 2025
Added 0.33%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
21,666
shares
|
$2.23 Million
0.33% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
21,662
shares
|
$2.23 Million
0.89% of portfolio
|
Q3 2025
Added 11934.44%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
21,653
shares
|
$2.23 Million
0.39% of portfolio
|
Q3 2025
Reduced 8.41%
|
|
|
Gfg Capital, LLC
|
Jan 15, 2026 Q4 2025 |
21,633
shares
|
$2.23 Million
0.75% of portfolio
|
Q4 2025
Reduced 3.16%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
21,631
shares
|
$2.23 Million
0.15% of portfolio
|
Q3 2023
Added 14.11%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
21,631
shares
|
$2.23 Million
0.14% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
21,604
shares
|
$2.22 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
21,510
shares
|
$2.21 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
21,506
shares
|
$2.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
21,488
shares
|
$2.21 Million
0.36% of portfolio
|
Q4 2025
Added 2.57%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
21,447
shares
|
$2.21 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
21,444
shares
|
$2.21 Million
0.1% of portfolio
|
Q3 2025
Added 59.77%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
21,398
shares
|
$2.2 Million
1.16% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
21,395
shares
|
$2.2 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Tlwm
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
21,378
shares
|
$2.2 Million
0.41% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
21,343
shares
|
$2.2 Million
1.04% of portfolio
|
Q3 2025
Reduced 9.31%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
21,320
shares
|
$2.19 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
21,287
shares
|
$2.19 Million
0.25% of portfolio
|
Q4 2025
Added 3.26%
|
|