Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 4,590 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 |
|---|---|---|---|---|---|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
986
shares
|
$101,508
0.04% of portfolio
|
Q2 2025
Added 430.11%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
986
shares
|
$101,508
0.03% of portfolio
|
Q3 2025
Added 102.88%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
973
shares
|
$100,170
0.04% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
960
shares
|
$98,832
0.0% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
954
shares
|
$98,214
0.03% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
946
shares
|
$97,390
0.04% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
942
shares
|
$96,978
0.06% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
933
shares
|
$96,052
0.21% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
915
shares
|
$94,199
0.04% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
902
shares
|
$92,860
0.06% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
851
shares
|
$87,610
0.03% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
848
shares
|
$87,301
0.01% of portfolio
|
Q3 2025
Added 13.98%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
839
shares
|
$86,375
0.03% of portfolio
|
Q3 2025
Added 59.81%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
829
shares
|
$85,345
0.05% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
824
shares
|
$84,830
0.03% of portfolio
|
Q2 2025
Added 21.53%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
812
shares
|
$83,595
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
805
shares
|
$82,874
0.03% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Lynch Asset Management, Inc.
|
Oct 27, 2025 Q3 2025 |
800
shares
|
$82,360
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
786
shares
|
$80,918
0.13% of portfolio
|
Q2 2025
Reduced 83.43%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
761
shares
|
$78,344
0.02% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
746
shares
|
$76,800
0.03% of portfolio
|
Q2 2025
Added 20.13%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
720
shares
|
$74,124
0.05% of portfolio
|
Q3 2025
Reduced 33.02%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
716
shares
|
$73,712
0.05% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
700
shares
|
$72,065
0.06% of portfolio
|
Q3 2021
Reduced 1.13%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
678
shares
|
$69,800
0.05% of portfolio
|
Q3 2025
Added 0.15%
|
|