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Walmart (WMT) Institutional Ownership

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-0.32 (-0.53%)
(As of 05/8/2024 ET)
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Institutional Ownership Changes (13F Filings) for Walmart (NYSE:WMT)

Current
Institutional Ownership
Percentage
26.76%
Number of
Institutional Buyers
(last 12 months)
2462
Total
Institutional Inflows
(last 12 months)
$58.83B
Number of
Institutional Sellers
(last 12 months)
1526
Total
Institutional Outflows
(last 12 months)
$3.12B
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WMT Institutional Buying and Selling by Quarter

Walmart Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024TD Asset Management Inc3,113,565$187.34M0.2%+215.7%0.039%
5/9/2024Hudson Value Partners LLC43,365$2.61M1.1%+183.6%0.001%
5/9/2024Dearborn Partners LLC48,482$2.92M0.1%+187.2%0.001%
5/9/2024Pettyjohn Wood & White Inc.169,454$10.20M2.0%+202.9%0.002%
5/9/2024Rogco LP7,514$452K0.2%+319.1%0.000%
5/9/2024WP Advisors LLC4,208$253K0.1%+224.4%0.000%
5/9/2024Koshinski Asset Management Inc.50,280$3.03M0.3%+265.0%0.001%
5/8/2024William Allan Corp85,993$5.17M3.4%+193.8%0.001%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.784,860$47.23M0.1%+221.5%0.010%
5/8/2024Schneider Downs Wealth Management Advisors LP8,289$499K0.1%+384.5%0.000%
5/8/2024Everence Capital Management Inc.126,900$7.64M0.5%+200.0%0.002%
5/8/2024Edmond DE Rothschild Holding S.A.77,417$4.66M0.1%-3.3%0.001%
5/8/2024Cozad Asset Management Inc.57,382$3.45M0.4%+164.3%0.001%
5/8/2024Bell Investment Advisors Inc1,326$80K0.0%+218.0%0.000%
5/8/2024Richard C. Young & CO. LTD.185,777$11.18M1.4%+221.3%0.002%
5/8/2024MAI Capital Management455,893$27.43M0.3%+325.3%0.006%
5/8/2024Baltimore Washington Financial Advisors Inc.3,918$236K0.0%N/A0.000%
5/8/2024West Wealth Group LLC4,440$267K0.1%+200.6%0.000%
5/8/2024William Blair Investment Management LLC49,661$2.99M0.0%+194.0%0.001%
5/8/2024Motley Fool Asset Management LLC1,090,096$65.59M2.2%+1,262.2%0.014%
5/8/2024Private Wealth Advisors LLC8,938$538K0.2%+200.6%0.000%
5/8/2024Sheets Smith Wealth Management21,133$1.27M0.1%+206.4%0.000%
5/8/2024Financial & Tax Architects LLC106,113$6.39M1.8%+200.3%0.001%
5/8/2024Motley Fool Wealth Management LLC54,699$3.29M0.2%+201.6%0.001%
5/8/2024Bleakley Financial Group LLC154,491$9.30M0.3%+190.8%0.002%
5/8/2024Great Diamond Partners LLC12,051$725K0.2%+79.4%0.000%
5/8/2024Heritage Wealth Advisors586$35K0.0%-99.7%0.000%
5/8/2024Baron Wealth Management LLC6,952$418K0.2%+261.3%0.000%
5/8/2024Focused Wealth Management Inc23,884$1.44M0.2%+199.3%0.000%
5/8/2024ProShare Advisors LLC3,820,092$229.86M0.6%+197.0%0.047%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS939,728$56.54M0.4%+200.8%0.012%
5/8/2024Avantax Advisory Services Inc.476,280$28.66M0.3%+244.0%0.006%
5/8/2024US Bancorp DE6,503,173$391.30M0.5%+192.5%0.081%
5/8/2024Hohimer Wealth Management LLC4,578$275K0.1%N/A0.000%
5/8/2024Russell Investments Group Ltd.1,820,377$109.56M0.2%+203.4%0.023%
5/8/2024 Washington Trust Advisors Inc.88,182$5.31M0.5%+198.9%0.001%
5/8/2024 Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.23,385$1.41M0.2%-22.3%0.000%
5/8/2024 QRG Capital Management Inc.1,361,196$81.90M1.0%+223.8%0.017%
5/8/2024 Tranquility Partners LLC4,519$272K0.1%+209.5%0.000%
5/8/2024 Watershed Private Wealth LLC4,026$242K0.1%N/A0.000%
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5/8/2024 Headlands Technologies LLC21,598$1.30M0.3%N/A0.000%
5/8/2024 AMJ Financial Wealth Management54,042$3.25M1.1%+218.2%0.001%
5/8/2024 Legacy Capital Group California Inc.20,580$1.24M0.5%+194.5%0.000%
5/8/2024 New Republic Capital LLC7,216$434K0.3%+199.8%0.000%
5/8/2024 Williams Jones Wealth Management LLC.22,815$1.37M0.0%+208.2%0.000%
5/8/2024 Semus Wealth Partners LLC10,293$619K0.5%+201.2%0.000%
5/8/2024 Keeler Thomas Management LLC80,295$4.83M1.7%+188.9%0.001%
5/8/2024 Delta Financial Advisors LLC54,200$3.26M1.3%+200.4%0.001%
5/8/2024 Inspire Advisors LLC6,291$379K0.1%+206.7%0.000%
5/8/2024 Thoroughbred Financial Services LLC183,261$11.03M1.1%+140.5%0.002%
5/7/2024 Comgest Global Investors S.A.S.54,045$3.25M0.0%+200.0%0.001%
5/7/2024 Arnhold LLC12,114$729K0.1%+142.7%0.000%
5/7/2024 Anson Capital Inc.5,060$304K0.4%N/A0.000%
5/7/2024 Verus Capital Partners LLC13,965$840K0.1%+200.6%0.000%
5/7/2024 Capital Square LLC7,978$480K0.3%+227.1%0.000%
5/7/2024 Meeder Advisory Services Inc.57,353$3.45M0.4%+209.9%0.001%
5/7/2024 Meeder Asset Management Inc.143,972$8.66M0.5%+3,238.9%0.002%
5/7/2024 Pointe Capital Management LLC3,762$226K0.1%N/A0.000%
5/7/2024 NorthRock Partners LLC56,580$3.40M0.3%+346.9%0.001%
5/7/2024 Choate Investment Advisors213,443$12.84M0.3%+310.2%0.003%
5/7/2024 Sfmg LLC118,564$7.13M0.6%+200.9%0.001%
5/7/2024 Fiduciary Family Office LLC16,081$968K0.4%+153.7%0.000%
5/7/2024 WMG Financial Advisors LLC22,495$1.35M0.8%+212.8%0.000%
5/7/2024 WNY Asset Management LLC22,798$1.37M0.2%+194.4%0.000%
5/7/2024 Abbrea Capital LLC42,098$2.54M0.3%+207.4%0.001%
5/7/2024 Sei Investments Co.1,292,427$77.76M0.1%+199.8%0.016%
5/7/2024 White Lighthouse Investment Management Inc.20,166$1.21M0.2%+198.4%0.000%
5/7/2024 GW Henssler & Associates Ltd.364,527$21.93M1.3%+196.1%0.005%
5/7/2024 Bedel Financial Consulting Inc.26,989$1.62M0.3%+200.8%0.000%
5/7/2024 Chilton Capital Management LLC26,277$1.58M0.1%+198.6%0.000%
5/7/2024 Stonebrook Private Inc.76,636$4.61M1.3%+220.5%0.001%
5/7/2024 SilverOak Wealth Management LLC4,482$270K0.1%+200.0%0.000%
5/7/2024 Nixon Peabody Trust Co.201,358$12.12M1.1%+210.6%0.002%
5/7/2024 Concurrent Investment Advisors LLC228,446$13.75M0.5%+179.1%0.003%
5/7/2024 Significant Wealth Partners LLC5,375$323K0.2%+32.1%0.000%
5/7/2024 Keudell Morrison Wealth Management12,800$770K0.2%+199.6%0.000%
5/7/2024 Atomi Financial Group Inc.38,802$2.34M0.2%+381.2%0.000%
5/7/2024 Anchor Capital Advisors LLC263,650$15.86M0.4%+159.0%0.003%
5/7/2024 Pecaut & CO.15,435$929K0.3%+111.8%0.000%
5/7/2024 Reynders McVeigh Capital Management LLC13,260$798K0.0%+171.9%0.000%
5/7/2024 Allegheny Financial Group LTD4,438$267K0.1%+205.6%0.000%
5/7/2024 Montag A & Associates Inc.257,853$15.57M0.8%+202.5%0.003%
5/7/2024 TCI Wealth Advisors Inc.18,352$1.10M0.1%+211.4%0.000%
5/7/2024 Redwood Wealth Management Group LLC6,146$370K0.4%+206.1%0.000%
5/7/2024 Primoris Wealth Advisors LLC11,124$669K0.5%+198.5%0.000%
5/7/2024 Foyston Gordon & Payne Inc59,850$3.60M0.9%+200.0%0.001%
5/7/2024 WealthPLAN Partners LLC117,833$7.09M0.7%+167.6%0.001%
5/7/2024 Keating Investment Counselors Inc.9,675$582K0.2%+110.3%0.000%
5/7/2024 49 Wealth Management LLC6,852$411K0.1%+191.1%0.000%
5/7/2024 CarsonAllaria Wealth Management Ltd.4,055$244K0.2%+310.0%0.000%
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5/7/2024 BOS Asset Management LLC7,650$460K0.2%+200.0%0.000%
5/7/2024 KCM Investment Advisors LLC586,082$35.27M1.3%+212.8%0.007%
5/7/2024 Tectonic Advisors LLC12,284$739K0.1%+201.1%0.000%
5/7/2024 Smithfield Trust Co41,646$2.51M0.1%+193.0%0.001%
5/7/2024 River Global Investors LLP23,169$1.39M0.3%+196.6%0.000%
5/7/2024 Facet Wealth Inc.4,160$249K0.0%+185.7%0.000%
5/7/2024 Bernardo Wealth Planning LLC6,454$388K0.1%+196.6%0.000%
5/7/2024 Swiss National Bank13,303,200$800.45M0.6%+187.4%0.165%
5/7/2024 NTV Asset Management LLC40,825$2.46M0.4%+195.4%0.001%
5/7/2024 Mondrian Investment Partners LTD1,989,977$119.74M1.7%+167.8%0.025%
(Data available from 1/1/2016 forward)

WMT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WMT shares?

During the previous two years, 3,352 institutional investors and hedge funds held shares of Walmart. The most heavily invested institutionals were Vanguard Group Inc. ($21.68B), BlackRock Inc. ($15.78B), State Street Corp ($9.44B), Biltmore Wealth Management LLC ($8.39B), Carl Stuart Investment Advisor Inc. ($4.21B), Geode Capital Management LLC ($4.00B), and Morgan Stanley ($3.85B).Learn more on WMT's institutional investors.

What percentage of Walmart stock is owned by institutional investors?

26.76% of Walmart stock is owned by institutional investors. Learn more on WMT's institutional investor holdings.

Which institutional investors have been buying Walmart stock?

Of the 3,044 institutional investors that purchased Walmart stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($821.67M), Norges Bank ($23.31M), Bank of New York Mellon Corp ($18.87M), Raymond James & Associates ($9.92M), Swiss National Bank ($9.46M), Fisher Asset Management LLC ($9.24M), and Sumitomo Mitsui Trust Holdings Inc. ($8.29M).

How much institutional buying is happening at Walmart?

Institutional investors have bought a total of 1,176,366,834 shares in the last 24 months. This purchase volume represents approximately $62.31B in transactions.

Which Walmart major shareholders have been selling company stock?

Of the 2,201 institutional investors that sold Walmart stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GQG Partners LLC ($12.58M), Price T Rowe Associates Inc. MD ($7.46M), EP Wealth Advisors LLC ($5.50M), Dimensional Fund Advisors LP ($4.59M), California Public Employees Retirement System ($3.35M), Deutsche Bank AG ($3.23M), and Envestnet Asset Management Inc. ($3.22M).

How much institutional selling is happening at Walmart?

Institutional investors have sold a total of 134,215,118 shares in the last 24 months. This volume of shares sold represents approximately $6.37B in transactions.


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This page (NYSE:WMT) was last updated on 5/9/2024 by MarketBeat.com Staff

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