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 |
|---|---|---|---|---|---|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
13,262
shares
|
$1.37 Million
0.46% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
13,247
shares
|
$1.36 Million
0.62% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
13,234
shares
|
$1.36 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
13,225
shares
|
$1.36 Million
0.24% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
13,207
shares
|
$1.36 Million
0.04% of portfolio
|
Q4 2025
Added 10.94%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
13,200
shares
|
$1.36 Million
1.0% of portfolio
|
Q4 2023
Reduced 61.91%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
13,141
shares
|
$1.35 Million
0.63% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
13,122
shares
|
$1.35 Million
0.22% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
13,102
shares
|
$1.35 Million
0.14% of portfolio
|
Q3 2025
Added 16.09%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
13,057
shares
|
$1.34 Million
0.36% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
13,055
shares
|
$1.34 Million
0.56% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 20, 2026 Q4 2025 |
13,039
shares
|
$1.34 Million
0.49% of portfolio
|
Q4 2025
Reduced 0.81%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
13,008
shares
|
$1.34 Million
0.64% of portfolio
|
Q3 2025
Added 17.6%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
12,999
shares
|
$1.34 Million
0.3% of portfolio
|
Q4 2025
Reduced 1.56%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
12,998
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Added 52.95%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
12,980
shares
|
$1.34 Million
0.49% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
12,960
shares
|
$1.33 Million
0.14% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
12,946
shares
|
$1.33 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
12,944
shares
|
$1.33 Million
0.22% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
12,907
shares
|
$1.33 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
12,883
shares
|
$1.33 Million
0.09% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
12,872
shares
|
$1.33 Million
0.25% of portfolio
|
Q3 2025
Added 16.36%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
12,863
shares
|
$1.32 Million
0.58% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 23, 2026 Q4 2025 |
12,847
shares
|
$1.32 Million
0.08% of portfolio
|
Q4 2025
Added 1.58%
|
|
|
Hanson & Doremus Investment Management
|
Jan 20, 2026 Q4 2025 |
12,784
shares
|
$1.32 Million
0.17% of portfolio
|
Q4 2025
Reduced 0.25%
|
|