WMT Walmart Inc.
Walmart Inc. (WMT) Institutional Ownership
What the institutions did with WMT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| EASTERN BANK | 783.6K | 26.6% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 716.9K | 24.4% |
| MassMutual Private Wealth & Trust, FSB | 327.4K | 11.1% |
| TOMPKINS FINANCIAL CORP | 222.1K | 7.5% |
| PARK NATIONAL CORP /OH/ | 119.9K | 4.1% |
| ROCKLAND TRUST CO | 87.7K | 3.0% |
| Coastline Trust Co | 83.3K | 2.8% |
| Stonebridge Financial Group, LLC | 70.8K | 2.4% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 69.0K | 2.3% |
| CX Institutional | 52.5K | 1.8% |
| Silverleafe Capital Partners, LLC | 34.8K | 1.2% |
| ARGENT CAPITAL MANAGEMENT LLC | 30.8K | 1.0% |
| GoalVest Advisory LLC | 30.7K | 1.0% |
| Roxbury Financial LLC | 22.2K | 0.8% |
| Montecito Bank & Trust | 20.6K | 0.7% |
| Boltwood Capital Management | 20.1K | 0.7% |
| Central Pacific Bank - Trust Division | 18.6K | 0.6% |
| Versant Capital Management, Inc | 18.5K | 0.6% |
| General Partner, Inc. | 18.3K | 0.6% |
| Polaris Financial Partners | 17.5K | 0.6% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 16.7K | 0.6% |
| NEVILLE RODIE & SHAW INC | 16.0K | 0.5% |
| Olistico Wealth, LLC | 13.8K | 0.5% |
| Adelphi Trust Co | 12.2K | 0.4% |
| Rosenberg Matthew Hamilton | 11.4K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| EASTERN BANK | Reduced | 896.6K | 783.6K | -113.1K |
| PARK NATIONAL CORP /OH/ | Increased | 31.3K | 119.9K | +88.6K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 339.5K | 327.4K | -12.1K |
| Central Pacific Bank - Trust Division | Reduced | 27.4K | 18.6K | -8.7K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 709.8K | 716.9K | +7.2K |
| Versant Capital Management, Inc | Reduced | 24.1K | 18.5K | -5.5K |
| GoalVest Advisory LLC | Increased | 27.1K | 30.7K | +3.6K |
| TOMPKINS FINANCIAL CORP | Reduced | 225.1K | 222.1K | -3.1K |
| Coastline Trust Co | Reduced | 85.6K | 83.3K | -2.3K |
| Parrish Capital LLC | Reduced | 4.9K | 2.6K | -2.2K |
| Violich Capital Management, Inc. | Reduced | 12.2K | 10.0K | -2.2K |
| ROCKLAND TRUST CO | Reduced | 89.7K | 87.7K | -2.1K |
| Global Wealth Strategies & Associates | New | 0 | 2.0K | +2.0K |
| Olistico Wealth, LLC | Increased | 11.9K | 13.8K | +1.9K |
| Boltwood Capital Management | Increased | 18.4K | 20.1K | +1.7K |
| Stonebridge Financial Group, LLC | Increased | 69.2K | 70.8K | +1.6K |
| CX Institutional | Increased | 51.0K | 52.5K | +1.5K |
| Marathon Mission, Inc. | Reduced | 6.6K | 5.5K | -1.2K |
| Silverleafe Capital Partners, LLC | Increased | 33.7K | 34.8K | +1.1K |
| Adelphi Trust Co | Reduced | 13.2K | 12.2K | -1.0K |
| General Partner, Inc. | Reduced | 19.3K | 18.3K | -1.0K |
| CapWealth Advisors, LLC | Increased | 7.8K | 8.5K | +725 |
| Roxbury Financial LLC | Increased | 21.7K | 22.2K | +510 |
| NEVILLE RODIE & SHAW INC | Reduced | 16.5K | 16.0K | -508 |
| ACIMA PRIVATE WEALTH, LLC | Reduced | 3.9K | 3.5K | -414 |
| PRIVATE CLIENT SERVICES, LLC | Reduced | 10.1K | 9.8K | -332 |
| Rosenberg Matthew Hamilton | Increased | 11.1K | 11.4K | +318 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 7.9K | 7.6K | -285 |
| FIRST FINANCIAL BANK - TRUST DIVISION | Increased | 16.5K | 16.7K | +202 |
| Heartwood Wealth Advisors LLC | Increased | 9.0K | 9.2K | +194 |
| Hickory Point Bank & Trust | Reduced | 7.3K | 7.1K | -190 |
| Montecito Bank & Trust | Reduced | 20.7K | 20.6K | -137 |
| DOLIVER ADVISORS, LP | Reduced | 8.2K | 8.1K | -134 |
| Marotta Asset Management | Reduced | 2.3K | 2.2K | -129 |
| Noble Wealth Management PBC | Increased | 4.5K | 4.5K | +25 |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 9.7K | 9.7K | +20 |
| COLLECTIVE FAMILY OFFICE LLC | Reduced | 4.1K | 4.1K | -18 |
| Planning Strategies Inc. | Increased | 862 | 876 | +14 |
| Ballew Advisors, Inc | Increased | 4.7K | 4.7K | +2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.