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 |
|---|---|---|---|---|---|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
15,660
shares
|
$1.61 Million
0.33% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
15,648
shares
|
$1.61 Million
0.15% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
15,530
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
15,526
shares
|
$1.6 Million
0.76% of portfolio
|
Q3 2025
Added 64.99%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
15,516
shares
|
$1.6 Million
0.22% of portfolio
|
Q4 2025
Added 98.21%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
15,470
shares
|
$1.59 Million
0.14% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
15,405
shares
|
$1.59 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Jan 20, 2026 Q4 2025 |
15,404
shares
|
$1.59 Million
1.04% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
15,397
shares
|
$1.59 Million
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
15,365
shares
|
$1.58 Million
0.37% of portfolio
|
Q4 2022
Added 10.63%
|
|
|
Jackson Square Capital, LLC
|
Jan 21, 2026 Q4 2025 |
15,358
shares
|
$1.58 Million
0.36% of portfolio
|
Q4 2025
Added 287.73%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
15,340
shares
|
$1.58 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
15,340
shares
|
$1.58 Million
0.24% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
15,295
shares
|
$1.57 Million
0.17% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
15,280
shares
|
$1.57 Million
0.66% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 26, 2026 Q4 2025 |
15,277
shares
|
$1.57 Million
0.27% of portfolio
|
Q4 2025
Added 3.56%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
15,246
shares
|
$1.57 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jan 13, 2026 Q4 2025 |
15,204
shares
|
$1.57 Million
0.71% of portfolio
|
Q4 2025
Reduced 2.19%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 12, 2026 Q4 2025 |
15,196
shares
|
$1.56 Million
0.51% of portfolio
|
Q4 2025
Reduced 9.95%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
15,177
shares
|
$1.56 Million
0.74% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Augustine Asset Management Inc
|
Jan 16, 2026 Q4 2025 |
15,175
shares
|
$1.56 Million
0.36% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
15,158
shares
|
$1.56 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
15,158
shares
|
$1.56 Million
0.72% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jan 21, 2026 Q4 2025 |
15,155
shares
|
$1.56 Million
0.9% of portfolio
|
Q4 2025
Reduced 6.14%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
15,111
shares
|
$1.56 Million
0.24% of portfolio
|
Q3 2025
Reduced 26.36%
|
|