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 |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
657
shares
|
$67,638
0.03% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
653
shares
|
$67,226
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
648
shares
|
$66,711
0.04% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
647
shares
|
$66,608
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
637
shares
|
$65,579
0.01% of portfolio
|
Q3 2025
Reduced 42.72%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
636
shares
|
$65,476
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
629
shares
|
$64,755
0.03% of portfolio
|
Q3 2025
Reduced 22.15%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
609
shares
|
$62,696
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
594
shares
|
$61,152
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
585
shares
|
$60,225
0.05% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
567
shares
|
$58,372
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
563
shares
|
$57,960
0.0% of portfolio
|
Q3 2025
Reduced 99.9%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
560
shares
|
$57,652
0.04% of portfolio
|
Q1 2022
Added 9.8%
|
|
|
Nexus Investment Management Ulc
|
Oct 24, 2025 Q3 2025 |
555
shares
|
$57,137
0.01% of portfolio
|
Q3 2025
Reduced 53.16%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
549
shares
|
$56,519
0.02% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
545
shares
|
$56,107
0.01% of portfolio
|
Q1 2025
Reduced 26.85%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
543
shares
|
$55,901
0.03% of portfolio
|
Q3 2023
Added 2.07%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
519
shares
|
$53,431
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
512
shares
|
$52,710
0.01% of portfolio
|
Q3 2025
Reduced 28.09%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
512
shares
|
$52,710
0.01% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
508
shares
|
$52,298
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
505
shares
|
$51,989
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
500
shares
|
$51,475
0.02% of portfolio
|
Q3 2023
Reduced 0.2%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
498
shares
|
$51,269
0.03% of portfolio
|
Q1 2023
Added 0.4%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
496
shares
|
$51,063
0.04% of portfolio
|
Q3 2025
Reduced 1.78%
|
|