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 |
|---|---|---|---|---|---|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
15,979
shares
|
$1.65 Million
0.76% of portfolio
|
Q2 2022
Reduced 5.47%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
15,969
shares
|
$1.64 Million
0.07% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
15,956
shares
|
$1.64 Million
0.17% of portfolio
|
Q3 2022
Reduced 2.12%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
15,950
shares
|
$1.64 Million
0.34% of portfolio
|
Q3 2025
Reduced 22.48%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
15,936
shares
|
$1.64 Million
0.28% of portfolio
|
Q3 2025
Added 214.07%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
15,924
shares
|
$1.64 Million
0.42% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
15,923
shares
|
$1.64 Million
0.1% of portfolio
|
Q3 2025
Reduced 11.87%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
15,917
shares
|
$1.64 Million
0.21% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
15,916
shares
|
$1.64 Million
0.24% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Summa Corp.
Tomball, TX |
Jan 21, 2026 Q4 2025 |
15,851
shares
|
$1.63 Million
0.76% of portfolio
|
Q4 2025
Added 1.8%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
15,848
shares
|
$1.63 Million
1.07% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
15,847
shares
|
$1.63 Million
0.5% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
15,844
shares
|
$1.63 Million
0.22% of portfolio
|
Q1 2023
Added 36.57%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
15,842
shares
|
$1.63 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
15,839
shares
|
$1.63 Million
0.47% of portfolio
|
Q3 2025
Added 29.6%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
15,828
shares
|
$1.63 Million
0.22% of portfolio
|
Q4 2025
Added 3.53%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
15,793
shares
|
$1.63 Million
0.69% of portfolio
|
Q3 2025
Reduced 11.9%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
15,783
shares
|
$1.62 Million
0.44% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
15,763
shares
|
$1.62 Million
0.14% of portfolio
|
Q3 2024
Added 200.02%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
15,741
shares
|
$1.62 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 07, 2026 Q4 2025 |
15,726
shares
|
$1.62 Million
1.8% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
15,725
shares
|
$1.62 Million
0.25% of portfolio
|
Q4 2025
Reduced 3.19%
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
15,708
shares
|
$1.62 Million
0.03% of portfolio
|
Q4 2025
Reduced 16.88%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 10, 2025 Q3 2025 |
15,685
shares
|
$1.61 Million
0.7% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
15,670
shares
|
$1.61 Million
0.37% of portfolio
|
Q4 2024
Reduced 71.2%
|
|