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 |
|---|---|---|---|---|---|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
14,328
shares
|
$1.48 Million
0.23% of portfolio
|
Q3 2022
Added 0.47%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
14,309
shares
|
$1.47 Million
0.23% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 15, 2026 Q4 2025 |
14,290
shares
|
$1.47 Million
0.08% of portfolio
|
Q4 2025
Reduced 60.7%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
14,284
shares
|
$1.47 Million
0.34% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
14,263
shares
|
$1.47 Million
0.94% of portfolio
|
Q3 2025
Reduced 11.62%
|
|
|
Chimera Capital Management LLC
New York, NY |
May 15, 2023 Q1 2023 |
14,250
shares
|
$1.47 Million
1.0% of portfolio
|
Q1 2023
Added 217.94%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
14,248
shares
|
$1.47 Million
0.06% of portfolio
|
Q4 2024
Reduced 18.47%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
14,219
shares
|
$1.46 Million
0.13% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
14,212
shares
|
$1.46 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Forteris Wealth Management Inc.
Armonk, NY |
Jan 26, 2026 Q4 2025 |
14,185
shares
|
$1.46 Million
1.56% of portfolio
|
Q4 2025
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
14,178
shares
|
$1.46 Million
0.83% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
14,155
shares
|
$1.46 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Tabor Asset Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
14,144
shares
|
$1.46 Million
1.06% of portfolio
|
Q3 2025
New holding
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
14,135
shares
|
$1.46 Million
0.38% of portfolio
|
Q4 2025
Reduced 1.46%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jan 21, 2026 Q4 2025 |
14,132
shares
|
$1.45 Million
1.26% of portfolio
|
Q4 2025
Added 2.28%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Nov 14, 2025 Q3 2025 |
14,129
shares
|
$1.45 Million
0.58% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 16, 2026 Q4 2025 |
14,110
shares
|
$1.45 Million
0.62% of portfolio
|
Q4 2025
Reduced 7.15%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
14,102
shares
|
$1.45 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
14,094
shares
|
$1.45 Million
0.82% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
14,074
shares
|
$1.45 Million
0.32% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
14,031
shares
|
$1.44 Million
0.48% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Jan 21, 2026 Q4 2025 |
14,020
shares
|
$1.44 Million
1.33% of portfolio
|
Q4 2025
Added 5.14%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jan 26, 2026 Q4 2025 |
14,019
shares
|
$1.44 Million
0.07% of portfolio
|
Q4 2025
Added 72.97%
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
14,008
shares
|
$1.44 Million
0.98% of portfolio
|
Q4 2025
Reduced 0.88%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 24, 2025 Q3 2025 |
14,005
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2025
Added 1.57%
|
|