WMT · Company research
Walmart Inc. Common Stock (WMT): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableConsumer
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14540 | 1510997000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118530 | 12317638000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20995 | 2181800 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9240 | 960221 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| GARDNER RUSSO & QUINN LLC | 860643 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8465 | 958746 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Junto Capital Management LP | 1595880 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1486891 | 168405275 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2145782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4007 | 453891 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Vestcor Inc | 1536925 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 204702 | 23185 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67366 | 7629873 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quantitative Investment Management, LLC | 1445911 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95844 | 10855 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HALL CAPITAL MANAGEMENT CO INC | 1122490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65935 | 7467741 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JPL Wealth Management, LLC | 2010710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45943 | 5203501 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SNOWWATER INVESTMENT PARTNERS, LLC | 2075393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1960 | 221990 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hurlow Wealth Management Group, Inc. | 1747749 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15756 | 1784526 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Sun Financial Inc | 2067342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4921 | 554396 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Smith Asset Management Co., LLC | 2068217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4444 | 503327 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| SIT INVESTMENT ASSOCIATES INC | 769317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1062 | 120 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Prosperitas Financial LLC | 2001016 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3848 | 435824 | — | — | — | Aug 19, 2026 | SEC_13F_DATASET |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 1232395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111474 | 12625596 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| F/m Investments LLC | 1834499 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38962 | 4412836 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Goldenstone Wealth Management LLC | 2109094 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11060 | 1252674 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Keystone Wealth Services, LLC | 1866189 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6507 | 737031 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MIRAE ASSET SECURITIES (USA) INC. | 890203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75214 | 8518738 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MASECO LLP | 2074052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 209 | 23716 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Niles Investment Management, LLC | 2016708 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58014 | 6570666 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Brickley Wealth Management | 1712533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1842 | 208625 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| New Covenant Trust Company, N.A. | 2023097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9991 | 1131581 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| King Wealth Management Group | 1568235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136003 | 15404 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WBH ADVISORY INC | 1259671 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23477 | 2658983 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Schneider Downs Wealth Management Advisors, LP | 1665359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9902 | 1121506 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Red Door Wealth Management, LLC | 1783599 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 161318 | 18270930 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Wealth Intelligence, LLC | 2112078 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14009 | 1586659 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| WHITE PINE CAPITAL LLC | 1137429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42794 | 4846848 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FCG Investment Co | 2011697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17338 | 1963702 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Capital Advantage, Inc. | 1628896 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5804 | 657395 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Stenger Family Office, LLC | 2056106 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37151 | 4207704 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Blueprint Financial Advisors LLC | 2054129 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12532 | 1419360 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Strategic Wealth Advisors LLC | 2107449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1245 | 138 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1086619 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2343359 | 265408840 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Liontrust Investment Partners LLP | 1544204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 235163 | 26634561 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 214700 | 24316922 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rayburn West Financial Services LLC | 2107467 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15933 | 1804572 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 728571 | 82517951 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Greater Midwest Financial Group, LLC | 2025409 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1793 | 203066 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Security Financial Services, INC. | 1913590 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12923 | 1463659 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Harvest Investment Services, LLC | 1591097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2961 | 335363 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 1277279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1025 | 116132 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| DELTA FINANCIAL ADVISORS LLC | 1790295 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51012 | 5777673 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CATHY PARETO & ASSOCIATES, INC | 2045974 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2538 | 287765 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Cornell Pochily Investment Advisors, Inc. | 1736260 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3599 | 407646 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52400 | 5934824 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Cornerstone Advisors, LLC | 1775446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 315835 | 35771472 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| OneAscent Investment Solutions LLC | 1974438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2677 | 303197 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BayBridge Capital Group, LLC | 1898297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17008 | 1926369 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Iyo Bank, Ltd. | 1890435 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96073 | 10881228 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LEIGH BALDWIN & CO., LLC | 946629 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12183 | 1379864 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 765210 | 86667630 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1501695 | 170081976 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Talbot Financial, LLC | 1966180 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2745 | 310899 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1644956 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57264 | 6485689 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OneAscent Financial Services LLC | 1780985 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23350 | 2644748 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1901403 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56643 | 6415386 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| M1 Capital Management LLC | 1976157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10322 | 1169094 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OARSMAN CAPITAL, INC. | 1569667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44246 | 5011263 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10232000 | 1158876320 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ellenbecker Investment Group | 1731497 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14319 | 1621851 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Advisory Resource Group | 1764968 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8513 | 964140 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Hudson Capital Management LLC | 1727342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62271 | 7052801 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Sompo Asset Management Co., Ltd. | 1533504 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27720 | 3139567 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MEANS INVESTMENT CO., INC. | 701516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44125 | 4997616 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Covea Finance | 1636948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 533610 | 60436669 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| IPG Investment Advisors LLC | 1602237 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34919 | 3954926 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WENDELL DAVID ASSOCIATES INC | 878228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77479 | 8775 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Alesco Advisors, LLC, An ESL Co | 1269978 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2283 | 258573 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1639754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41481 | 4698138 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1639753 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 128052 | 14503170 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Whitener Capital Management, Inc. | 825217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 185044 | 20958152 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| G&S Capital LLC | 1731448 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24733 | 2801235 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Centennial Wealth Advisory LLC | 1839421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12574 | 1424153 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 429800 | 48679148 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.