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 |
|---|---|---|---|---|---|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jan 23, 2026 Q4 2025 |
12,781
shares
|
$1.32 Million
1.4% of portfolio
|
Q4 2025
Reduced 9.97%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
12,775
shares
|
$1.32 Million
0.44% of portfolio
|
Q4 2025
Added 37.09%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
12,773
shares
|
$1.31 Million
0.27% of portfolio
|
Q3 2025
Added 61.11%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
12,755
shares
|
$1.31 Million
0.56% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
12,749
shares
|
$1.31 Million
0.31% of portfolio
|
Q3 2025
Reduced 48.53%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
12,730
shares
|
$1.31 Million
0.41% of portfolio
|
Q3 2025
Reduced 15.61%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
12,722
shares
|
$1.31 Million
0.2% of portfolio
|
Q4 2025
Added 1.41%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 08, 2026 Q4 2025 |
12,706
shares
|
$1.31 Million
1.24% of portfolio
|
Q4 2025
Reduced 0.53%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Nov 06, 2025 Q3 2025 |
12,697
shares
|
$1.31 Million
0.8% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
12,686
shares
|
$1.31 Million
0.1% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
12,682
shares
|
$1.31 Million
0.34% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
12,675
shares
|
$1.3 Million
0.91% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
12,659
shares
|
$1.3 Million
0.11% of portfolio
|
Q4 2025
Reduced 0.79%
|
|
|
Violich Capital Management, Inc.
|
Oct 29, 2025 Q3 2025 |
12,625
shares
|
$1.3 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
12,623
shares
|
$1.3 Million
0.42% of portfolio
|
Q4 2025
Added 6.77%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
12,614
shares
|
$1.3 Million
0.43% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
12,601
shares
|
$1.3 Million
0.57% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
12,597
shares
|
$1.3 Million
0.17% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
12,554
shares
|
$1.29 Million
0.23% of portfolio
|
Q2 2023
Added 7.51%
|
|
|
1900 Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
12,547
shares
|
$1.29 Million
0.09% of portfolio
|
Q4 2025
Added 8.06%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
12,536
shares
|
$1.29 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.15%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
12,535
shares
|
$1.29 Million
0.69% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
12,524
shares
|
$1.29 Million
0.4% of portfolio
|
Q3 2025
Added 26.75%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 12, 2025 Q3 2025 |
12,503
shares
|
$1.29 Million
2.55% of portfolio
|
Q3 2025
Added 129.58%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
12,481
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2025
Added 34.99%
|
|