Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,637 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 |
|---|---|---|---|---|---|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
17,482
shares
|
$1.8 Million
0.31% of portfolio
|
Q3 2025
Added 22.04%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jan 27, 2026 Q4 2025 |
17,461
shares
|
$1.8 Million
0.77% of portfolio
|
Q4 2025
Added 219.45%
|
|
|
Qp Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
17,435
shares
|
$1.79 Million
1.68% of portfolio
|
Q4 2025
Added 104.59%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
17,414
shares
|
$1.79 Million
0.23% of portfolio
|
Q3 2025
Added 39.36%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
17,403
shares
|
$1.79 Million
0.27% of portfolio
|
Q3 2025
Added 22.76%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
17,380
shares
|
$1.79 Million
0.24% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
17,334
shares
|
$1.78 Million
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
17,302
shares
|
$1.78 Million
0.32% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Inlet Private Wealth, LLC
|
Jan 21, 2026 Q4 2025 |
17,292
shares
|
$1.78 Million
0.43% of portfolio
|
Q4 2025
Reduced 23.8%
|
|
|
Capital Wealth Planning, LLC
|
Nov 13, 2025 Q3 2025 |
17,274
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.77%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
17,272
shares
|
$1.78 Million
0.3% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Nov 14, 2025 Q3 2025 |
17,242
shares
|
$1.78 Million
0.08% of portfolio
|
Q2 2025
Reduced 27.56%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
17,235
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2025
Reduced 62.68%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
17,226
shares
|
$1.77 Million
0.15% of portfolio
|
Q3 2025
Reduced 67.55%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
17,221
shares
|
$1.77 Million
0.21% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
17,175
shares
|
$1.77 Million
0.63% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
17,169
shares
|
$1.77 Million
1.44% of portfolio
|
Q3 2025
Reduced 36.34%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
17,160
shares
|
$1.77 Million
0.23% of portfolio
|
Q4 2025
Added 9.76%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
17,133
shares
|
$1.76 Million
1.46% of portfolio
|
Q3 2025
New holding
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Jan 20, 2026 Q4 2025 |
17,112
shares
|
$1.76 Million
0.06% of portfolio
|
Q4 2025
Reduced 1.83%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
17,099
shares
|
$1.76 Million
1.87% of portfolio
|
Q4 2025
Reduced 0.48%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
17,091
shares
|
$1.76 Million
0.57% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
17,076
shares
|
$1.76 Million
0.73% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
17,051
shares
|
$1.76 Million
2.7% of portfolio
|
Q2 2023
Reduced 34.04%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 16, 2026 Q4 2025 |
17,045
shares
|
$1.75 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.61%
|
|