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 |
|---|---|---|---|---|---|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
13,998
shares
|
$1.44 Million
0.62% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
13,983
shares
|
$1.44 Million
1.03% of portfolio
|
Q3 2025
Added 33.9%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
13,889
shares
|
$1.43 Million
0.6% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Oct 20, 2025 Q3 2025 |
13,885
shares
|
$1.43 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
13,881
shares
|
$1.43 Million
0.15% of portfolio
|
Q3 2025
Added 258.31%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
13,861
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 81.47%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
13,837
shares
|
$1.42 Million
0.06% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Clarus Group, Inc.
|
Jan 16, 2026 Q4 2025 |
13,820
shares
|
$1.42 Million
0.54% of portfolio
|
Q4 2025
Reduced 3.24%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
13,804
shares
|
$1.42 Million
1.03% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
13,793
shares
|
$1.42 Million
0.44% of portfolio
|
Q4 2020
Reduced 0.76%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
13,790
shares
|
$1.42 Million
0.55% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
13,758
shares
|
$1.42 Million
0.65% of portfolio
|
Q2 2022
Added 4.27%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
13,750
shares
|
$1.42 Million
0.24% of portfolio
|
Q4 2024
Reduced 42.01%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
13,740
shares
|
$1.41 Million
0.11% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 12, 2026 Q4 2025 |
13,726
shares
|
$1.41 Million
0.41% of portfolio
|
Q4 2025
Reduced 11.86%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
13,711
shares
|
$1.41 Million
0.16% of portfolio
|
Q4 2025
Reduced 8.59%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Nov 06, 2025 Q3 2025 |
13,698
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2025
Reduced 94.04%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
13,695
shares
|
$1.41 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
13,677
shares
|
$1.41 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
13,676
shares
|
$1.41 Million
0.05% of portfolio
|
Q4 2025
Reduced 18.41%
|
|
|
Jarislowsky, Fraser LTD
|
Oct 21, 2025 Q3 2025 |
13,659
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
13,635
shares
|
$1.4 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
13,624
shares
|
$1.4 Million
0.87% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
13,575
shares
|
$1.4 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
13,570
shares
|
$1.4 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.75%
|
|