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 |
|---|---|---|---|---|---|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
171
shares
|
$17,604
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
163
shares
|
$16,780
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
162
shares
|
$16,677
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
147
shares
|
$15,133
0.01% of portfolio
|
Q2 2025
Added 23.53%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
138
shares
|
$14,207
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
136
shares
|
$14,001
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
135
shares
|
$13,898
0.24% of portfolio
|
Q2 2025
Reduced 93.09%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
129
shares
|
$13,280
0.0% of portfolio
|
Q3 2022
Reduced 15.13%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
128
shares
|
$13,177
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
120
shares
|
$12,354
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
119
shares
|
$12,251
0.02% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
102
shares
|
$10,500
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
100
shares
|
$10,295
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
100
shares
|
$10,295
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
97
shares
|
$9,986
0.37% of portfolio
|
Q3 2025
Added 6755.67%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
95
shares
|
$9,780
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
94
shares
|
$9,677
0.0% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
93
shares
|
$9,574
0.0% of portfolio
|
Q1 2025
Added 47.62%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
87
shares
|
$8,956
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
87
shares
|
$8,956
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
84
shares
|
$8,647
0.31% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
82
shares
|
$8,441
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
73
shares
|
$7,515
0.0% of portfolio
|
Q2 2025
Added 942.86%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
72
shares
|
$7,412
0.01% of portfolio
|
Q2 2025
Reduced 52.63%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
68
shares
|
$7,000
0.0% of portfolio
|
Q3 2025
New holding
|
|