Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,633 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 |
|---|---|---|---|---|---|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
13,537
shares
|
$1.39 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
13,519
shares
|
$1.39 Million
0.35% of portfolio
|
Q3 2025
Added 11.07%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
13,509
shares
|
$1.39 Million
0.29% of portfolio
|
Q1 2024
Added 192.53%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
13,507
shares
|
$1.39 Million
2.39% of portfolio
|
Q3 2025
Added 36.09%
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
13,500
shares
|
$1.39 Million
1.14% of portfolio
|
Q1 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
13,484
shares
|
$1.39 Million
0.22% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
13,466
shares
|
$1.39 Million
0.08% of portfolio
|
Q3 2025
Reduced 44.92%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2026 Q4 2025 |
13,455
shares
|
$1.39 Million
0.09% of portfolio
|
Q4 2025
Added 10.4%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
13,413
shares
|
$1.38 Million
0.4% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
13,389
shares
|
$1.38 Million
0.54% of portfolio
|
Q3 2025
Added 106.33%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
13,380
shares
|
$1.38 Million
0.22% of portfolio
|
Q3 2025
Added 11.18%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
13,360
shares
|
$1.38 Million
0.38% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
13,352
shares
|
$1.37 Million
0.32% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
13,343
shares
|
$1.37 Million
0.19% of portfolio
|
Q3 2025
Added 466.58%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
13,338
shares
|
$1.37 Million
0.41% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
13,337
shares
|
$1.37 Million
0.32% of portfolio
|
Q4 2022
Added 6.59%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
13,330
shares
|
$1.37 Million
0.81% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
13,324
shares
|
$1.37 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 23, 2026 Q4 2025 |
13,319
shares
|
$1.37 Million
0.38% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Agp Franklin, LLC
Franklin, TN |
Nov 03, 2025 Q3 2025 |
13,318
shares
|
$1.37 Million
0.67% of portfolio
|
Q3 2025
Reduced 44.63%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
13,297
shares
|
$1.37 Million
0.86% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
13,290
shares
|
$1.37 Million
0.38% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
13,285
shares
|
$1.37 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 23, 2026 Q4 2025 |
13,279
shares
|
$1.37 Million
0.29% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
13,271
shares
|
$1.37 Million
0.22% of portfolio
|
Q4 2025
Reduced 0.86%
|
|