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 |
|---|---|---|---|---|---|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
16,568
shares
|
$1.71 Million
0.07% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
16,568
shares
|
$1.71 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Oct 29, 2025 Q3 2025 |
16,562
shares
|
$1.71 Million
1.3% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
16,557
shares
|
$1.7 Million
0.59% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 08, 2026 Q4 2025 |
16,508
shares
|
$1.7 Million
1.85% of portfolio
|
Q4 2025
Reduced 7.02%
|
|
|
Enhancing Capital LLC
|
Nov 13, 2025 Q3 2025 |
16,500
shares
|
$1.7 Million
1.24% of portfolio
|
Q4 2024
Added 182.24%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
16,453
shares
|
$1.69 Million
0.16% of portfolio
|
Q3 2025
Reduced 19.3%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
16,449
shares
|
$1.69 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Dillon & Associates Inc
|
Oct 28, 2025 Q3 2025 |
16,397
shares
|
$1.69 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
16,384
shares
|
$1.69 Million
0.15% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
16,379
shares
|
$1.69 Million
0.03% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
16,377
shares
|
$1.69 Million
1.08% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
16,375
shares
|
$1.69 Million
0.11% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
16,371
shares
|
$1.69 Million
0.44% of portfolio
|
Q3 2025
Reduced 26.62%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
16,328
shares
|
$1.68 Million
1.65% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
16,301
shares
|
$1.68 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
16,254
shares
|
$1.67 Million
0.77% of portfolio
|
Q3 2025
Added 10.02%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
16,231
shares
|
$1.67 Million
1.34% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
16,200
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunburst Financial Group, LLC
|
Jan 20, 2026 Q4 2025 |
16,121
shares
|
$1.66 Million
0.35% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
16,112
shares
|
$1.66 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
16,106
shares
|
$1.66 Million
0.57% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
16,090
shares
|
$1.66 Million
0.1% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Hartford Financial Management Inc.
|
Jan 21, 2026 Q4 2025 |
16,080
shares
|
$1.66 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Jan 26, 2026 Q4 2025 |
16,000
shares
|
$1.65 Million
1.94% of portfolio
|
Q4 2025
Reduced 1.86%
|
|