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 |
|---|---|---|---|---|---|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
15,100
shares
|
$1.55 Million
0.65% of portfolio
|
Q2 2022
Reduced 4.06%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
15,078
shares
|
$1.55 Million
1.12% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
15,059
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
15,048
shares
|
$1.55 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
15,045
shares
|
$1.55 Million
0.78% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
15,012
shares
|
$1.55 Million
0.19% of portfolio
|
Q4 2025
Added 1.39%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
15,001
shares
|
$1.54 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 10, 2025 Q3 2025 |
15,000
shares
|
$1.54 Million
1.09% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2025 Q3 2025 |
15,000
shares
|
$1.54 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
15,000
shares
|
$1.54 Million
0.3% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
14,979
shares
|
$1.54 Million
1.44% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
14,972
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2025
Reduced 61.62%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
14,953
shares
|
$1.54 Million
0.37% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
14,934
shares
|
$1.54 Million
0.73% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
14,914
shares
|
$1.54 Million
0.38% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
14,911
shares
|
$1.54 Million
0.36% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
14,900
shares
|
$1.53 Million
0.51% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
14,899
shares
|
$1.53 Million
0.2% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
14,884
shares
|
$1.53 Million
0.8% of portfolio
|
Q4 2025
Added 8.28%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
14,798
shares
|
$1.52 Million
0.15% of portfolio
|
Q4 2025
Added 44.98%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 12, 2025 Q3 2025 |
14,764
shares
|
$1.52 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
14,761
shares
|
$1.52 Million
0.44% of portfolio
|
Q4 2025
Added 12.89%
|
|
|
Steadtrust LLC
Allen, TX |
Jan 21, 2026 Q4 2025 |
14,750
shares
|
$1.52 Million
1.01% of portfolio
|
Q4 2025
Added 22.41%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 13, 2026 Q4 2025 |
14,746
shares
|
$1.52 Million
0.42% of portfolio
|
Q4 2025
New holding
|
|
|
Carderock Capital Management Inc
|
Jan 09, 2026 Q4 2025 |
14,739
shares
|
$1.52 Million
0.39% of portfolio
|
Q4 2025
New holding
|
|