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 |
|---|---|---|---|---|---|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
19,983
shares
|
$2.06 Million
0.84% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
19,975
shares
|
$2.06 Million
0.74% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
19,949
shares
|
$2.05 Million
1.56% of portfolio
|
Q4 2022
Added 0.3%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
19,943
shares
|
$2.05 Million
0.49% of portfolio
|
Q4 2025
Added 19.77%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
19,937
shares
|
$2.05 Million
0.76% of portfolio
|
Q4 2025
Added 1.46%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
19,934
shares
|
$2.05 Million
0.86% of portfolio
|
Q3 2025
Reduced 25.31%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
19,854
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
19,832
shares
|
$2.04 Million
1.51% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
19,827
shares
|
$2.04 Million
0.25% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
19,813
shares
|
$2.04 Million
0.26% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Oct 23, 2025 Q3 2025 |
19,800
shares
|
$2.04 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 04, 2025 Q3 2025 |
19,783
shares
|
$2.04 Million
0.38% of portfolio
|
Q3 2025
Added 177.46%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
19,768
shares
|
$2.04 Million
0.25% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 16, 2026 Q4 2025 |
19,762
shares
|
$2.03 Million
0.58% of portfolio
|
Q4 2025
Reduced 0.79%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
19,691
shares
|
$2.03 Million
0.93% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
19,611
shares
|
$2.02 Million
0.13% of portfolio
|
Q4 2025
Reduced 38.42%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
19,543
shares
|
$2.01 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 07, 2026 Q4 2025 |
19,532
shares
|
$2.01 Million
0.67% of portfolio
|
Q4 2025
Added 0.63%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
19,531
shares
|
$2.01 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
19,526
shares
|
$2.01 Million
0.9% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
19,477
shares
|
$2.01 Million
0.02% of portfolio
|
Q3 2025
Reduced 86.21%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
19,403
shares
|
$2 Million
0.74% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
19,397
shares
|
$2 Million
0.48% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
19,385
shares
|
$2 Million
0.8% of portfolio
|
Q1 2023
Reduced 1.43%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
19,384
shares
|
$2 Million
3.02% of portfolio
|
Q4 2023
New holding
|
|