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 |
|---|---|---|---|---|---|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
21,259
shares
|
$2.19 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
21,233
shares
|
$2.19 Million
0.95% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
21,211
shares
|
$2.18 Million
0.87% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
21,208
shares
|
$2.18 Million
0.56% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Dec 15, 2025 Q3 2025 |
21,186
shares
|
$2.18 Million
0.2% of portfolio
|
Q3 2025
Added 151.2%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
21,174
shares
|
$2.18 Million
0.39% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
21,169
shares
|
$2.18 Million
0.08% of portfolio
|
Q3 2025
Added 19.17%
|
|
|
Hms Capital Management, LLC
|
Jan 16, 2026 Q4 2025 |
21,160
shares
|
$2.18 Million
0.91% of portfolio
|
Q4 2025
Reduced 1.02%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
21,144
shares
|
$2.18 Million
0.65% of portfolio
|
Q3 2025
Added 21.5%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
21,115
shares
|
$2.17 Million
0.19% of portfolio
|
Q3 2025
Added 11.72%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
21,088
shares
|
$2.17 Million
0.16% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
21,080
shares
|
$2.17 Million
0.15% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Grace & White Inc
|
Oct 23, 2025 Q3 2025 |
21,000
shares
|
$2.16 Million
0.48% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
20,968
shares
|
$2.16 Million
0.09% of portfolio
|
Q4 2025
Added 4.95%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
20,952
shares
|
$2.16 Million
0.7% of portfolio
|
Q4 2025
Added 1.6%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Nov 06, 2025 Q3 2025 |
20,916
shares
|
$2.15 Million
1.21% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
20,905
shares
|
$2.15 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
20,845
shares
|
$2.15 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 07, 2026 Q4 2025 |
20,843
shares
|
$2.15 Million
0.81% of portfolio
|
Q4 2025
Added 3.56%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
20,820
shares
|
$2.14 Million
0.08% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
20,816
shares
|
$2.14 Million
0.9% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
20,815
shares
|
$2.14 Million
2.08% of portfolio
|
Q4 2025
Reduced 0.81%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
20,798
shares
|
$2.14 Million
1.5% of portfolio
|
Q1 2025
Reduced 16.97%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Nov 04, 2025 Q3 2025 |
20,754
shares
|
$2.14 Million
1.25% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 14, 2026 Q4 2025 |
20,703
shares
|
$2.13 Million
1.07% of portfolio
|
Q4 2025
Added 6.87%
|
|