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Walmart (WMT) Institutional Ownership

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$87.56 +1.58 (+1.83%)
Closing price 03:59 PM Eastern
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$87.43 -0.13 (-0.14%)
As of 04:07 PM Eastern
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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)
3133
Total
Institutional Inflows
(last 12 months)
$58.35B
Number of
Institutional Sellers
(last 12 months)
1731
Total
Institutional Outflows
(last 12 months)
$13.71B
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WMT Institutional Buying and Selling by Quarter

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Walmart Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/21/2025Prostatis Group LLC17,227$1.56M0.5%-16.5%0.000%
3/19/2025M1 Capital Management LLC7,762$701K0.4%N/A0.000%
3/19/2025DSG Capital Advisors LLC73,929$6.68M1.2%N/A0.001%
3/19/2025Chancellor Financial Group WB LP4,424$400K0.3%N/A0.000%
3/18/2025Objective Capital Management LLC4,420$399K0.3%-19.1%0.000%
3/18/2025Triton Wealth Management PLLC27,469$2.29M1.2%+7.2%0.000%
3/18/2025CWC Advisors LLC.7,763$701K0.7%-2.4%0.000%
3/18/2025111 Capital20,415$1.84M0.4%N/A0.000%
3/18/2025Thoma Capital Management LLC8,043$727K0.5%N/A0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC2,838,663$256.47M0.5%+22.5%0.035%
3/17/2025 NorthCrest Asset Manangement LLC11,839$1.07M0.0%+15.8%0.000%
3/17/2025Members Wealth LLC3,823$345K0.3%N/A0.000%
3/12/2025 Northstar Financial Companies Inc.5,164$467K0.4%N/A0.000%
3/12/2025 Centaurus Financial Inc.99,793$9.02M0.6%+93.5%0.001%
3/12/2025 Wealthedge Investment Advisors LLC5,106$461K0.2%N/A0.000%
3/11/2025 Anchor Pointe Wealth Management LLC5,911$535K0.7%N/A0.000%
3/10/2025 Old North State Trust LLC13,969$1.26M0.8%-1.1%0.000%
3/10/2025 Capstone Triton Financial Group LLC54,630$4.94M3.1%-2.7%0.001%
3/10/2025 Mattson Financial Services LLC41,513$3.75M1.2%-3.2%0.001%
3/6/2025 Elite Financial Inc.3,612$327K0.2%N/A0.000%
3/6/2025 Wood Tarver Financial Group LLC6,265$566K0.2%N/A0.000%
3/6/2025 TFR Capital LLC.3,743$338K0.2%N/A0.000%
3/6/2025 Plotkin Financial Advisors LLC2,408$218K0.1%N/A0.000%
3/5/2025 Castle Rock Wealth Management LLC43,897$3.97M1.0%+2.7%0.001%
3/5/2025 Financial Insights Inc.5,748$519K0.2%-56.8%0.000%
3/5/2025 Probity Advisors Inc.16,148$1.46M0.3%-0.9%0.000%
3/5/2025 Copley Financial Group Inc.6,948$628K0.5%+85.4%0.000%
3/4/2025 Birmingham Capital Management Co. Inc. AL24,287$2.19M0.8%-4.5%0.000%
3/4/2025 Dogwood Wealth Management LLC7,851$709K0.4%+17.6%0.000%
3/4/2025 Smith Shellnut Wilson LLC ADV14,321$1.29M0.6%+3.8%0.000%
3/4/2025 Siemens Fonds Invest GmbH12,567$1.14M0.0%-78.1%0.000%
2/28/2025 Park Square Financial Group LLC1,908$172K0.1%N/A0.000%
2/28/2025 Total Wealth Planning & Management Inc.9,448$854K0.8%N/A0.000%
2/28/2025 Menard Financial Group LLC1,913$173K0.1%N/A0.000%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH2,439,903$220.45M0.4%N/A0.030%
2/28/2025 Brooklyn FI LLC26,307$2.28M0.4%N/A0.000%
2/28/2025 Employees Retirement System of Texas1,423,689$128.63M1.1%-3.2%0.018%
2/27/2025 Skyline Advisors Inc.2,246$203K0.1%N/A0.000%
2/27/2025 Brucke Financial Inc.28,341$2.78M2.4%N/A0.000%
2/27/2025 Omnia Family Wealth LLC4,591$416K0.2%+2.8%0.000%
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2/27/2025 Landaas & Co. WI ADV3,535$319K0.1%-6.5%0.000%
2/27/2025 Bernard Wealth Management Corp.23,529$2.13M1.0%N/A0.000%
2/27/2025 Pinnacle Wealth Planning Services Inc.22,573$2.04M0.3%-11.1%0.000%
2/26/2025 Yoffe Investment Management LLC18,683$1.69M2.4%N/A0.000%
2/26/2025 Capital A Wealth Management LLC2,043$185K0.3%N/A0.000%
2/26/2025 LM Advisors LLC34,020$3.08M0.5%-23.7%0.000%
2/26/2025 Lakeshore Capital Group Inc.14,644$1.32M2.0%N/A0.000%
2/26/2025 Virtue Capital Management LLC11,535$1.04M0.2%-1.9%0.000%
2/26/2025 Sculati Wealth Management LLC3,855$348K0.1%-11.1%0.000%
2/25/2025 SWAN Capital LLC1,384$125K0.1%+137.8%0.000%
2/25/2025 Heck Capital Advisors LLC15,551$1.41M0.1%N/A0.000%
2/25/2025 Leigh Baldwin & CO. LLC14,483$1.31M0.7%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.206,967$18.74M0.6%-9.5%0.003%
2/25/2025 Armis Advisers LLC31,639$2.86M0.3%N/A0.000%
2/25/2025 Shufro Rose & Co. LLC12,147$1.10M0.1%+13.4%0.000%
2/25/2025 Integrated Advisors Network LLC66,331$5.99M0.3%-0.8%0.001%
2/25/2025 Garde Capital Inc.5,382$486K0.0%+158.8%0.000%
2/24/2025 Pullen Investment Management LLC10,047$908K0.6%-10.7%0.000%
2/24/2025 Instrumental Wealth LLC2,350$223K0.2%N/A0.000%
2/24/2025 Hall Capital Management Co. Inc.63,920$5.78M2.7%N/A0.001%
2/24/2025 Liberty Square Wealth Partners LLC10,235$925K0.3%N/A0.000%
2/24/2025 Great Valley Advisor Group Inc.221,031$19.97M0.4%+1.8%0.003%
2/24/2025 Cypress Asset Management Inc. TX5,109$471K0.1%N/A0.000%
2/24/2025 Ameriflex Group Inc.6,055$594K0.3%N/A0.000%
2/24/2025 United Advisor Group LLC33,172$3.00M0.6%+6.4%0.000%
2/24/2025 Sunbeam Capital Management LLC24,153$2.19M2.0%N/A0.000%
2/24/2025 Challenger Wealth Management8,897$804K0.7%N/A0.000%
2/21/2025 Ascent Group LLC127,378$11.51M0.9%-0.3%0.002%
2/21/2025 Aberdeen Wealth Management LLC19,647$1.78M1.2%-8.0%0.000%
2/21/2025 WNY Asset Management LLC11,237$1.02M0.1%-11.3%0.000%
2/21/2025 Putney Financial Group LLC1,029$93K0.1%N/A0.000%
2/21/2025 Vermillion Wealth Management Inc.8,695$786K0.4%N/A0.000%
2/21/2025 AlphaCore Capital LLC64,500$5.84M1.3%-9.1%0.001%
2/20/2025 Mackenzie Financial Corp3,746,410$338.49M0.4%-14.6%0.047%
2/20/2025 Forum Financial Management LP75,100$6.79M0.1%+4.0%0.001%
2/20/2025 Griffith & Werner Inc.3,153$285K0.2%N/A0.000%
2/20/2025 Sunbeam Capital Management LLC14,493$1.31M2.8%N/A0.000%
2/20/2025 Michels Family Financial LLC5,902$533K0.5%N/A0.000%
2/20/2025 Castlekeep Investment Advisors LLC14,676$1.33M0.2%N/A0.000%
2/20/2025 Drucker Wealth 3.0 LLC5,203$470K0.1%+26.0%0.000%
2/20/2025 Kingstone Capital Partners Texas LLC26,200$2.37M1.9%N/A0.000%
2/20/2025 Revisor Wealth Management LLC8,285$761K0.7%-48.4%0.000%
2/20/2025 Jupiter Wealth Management LLC12,482$1.13M0.6%+23.8%0.000%
2/19/2025 Auxier Asset Management144,625$13.07M2.0%-1.9%0.002%
2/19/2025 North Star Asset Management Inc.10,645$962K0.0%+3.8%0.000%
2/19/2025 Invst LLC39,859$3.60M0.4%-0.5%0.000%
2/19/2025 Centerstone Investors LLC15,527$1.40M1.3%-2.3%0.000%
2/19/2025 Retirement Planning Group LLC NY5,254$475K0.5%N/A0.000%
2/19/2025 GF Fund Management CO. LTD.142,656$12.89M0.3%N/A0.002%
2/19/2025 Wilson & Boucher Capital Management LLC19,262$1.74M1.2%-3.0%0.000%
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2/19/2025 University of Texas Texas AM Investment Management Co.105,146$9.50M1.1%-16.8%0.001%
2/19/2025 Parr Mcknight Wealth Management Group LLC44,043$3.98M0.6%N/A0.001%
2/19/2025 WCG Wealth Advisors LLC87,587$7.91M0.5%-10.4%0.001%
2/19/2025 Public Employees Retirement System of Ohio1,994,518$180.21M0.6%-4.7%0.025%
2/18/2025 Centerstone Investors LLC3,500$316K0.5%-78.0%0.000%
2/18/2025 Pacific Point Advisors LLC14,458$1.31M0.8%N/A0.000%
2/18/2025 Western Wealth Management LLC23,257$2.10M0.6%-69.7%0.000%
2/18/2025 Hudson Value Partners LLC39,360$3.56M1.3%-2.8%0.000%
2/18/2025 Vega Investment Solutions594$54K0.0%N/A0.000%
2/18/2025 Strait & Sound Wealth Management LLC18,886$1.71M0.8%+1.3%0.000%
(Data available from 1/1/2016 forward)

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WMT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WMT shares?

During the previous two years, 4,021 institutional investors and hedge funds held shares of Walmart. The most heavily invested institutionals were Vanguard Group Inc. ($38.19B), BlackRock Inc. ($15.78B), State Street Corp ($14.88B), Geode Capital Management LLC ($8.17B), Norges Bank ($5.74B), FMR LLC ($5.61B), and Fisher Asset Management LLC ($4.41B).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 3,672 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 ($820.12M), Vanguard Group Inc. ($277.33M), Norges Bank ($86.81M), Price T Rowe Associates Inc. MD ($38.78M), Raymond James Financial Inc. ($25.53M), Jennison Associates LLC ($24.38M), and Bank of New York Mellon Corp ($22.79M).

How much institutional buying is happening at Walmart?

Institutional investors have bought a total of 1,793,371,712 shares in the last 24 months. This purchase volume represents approximately $107.51B in transactions.

Which Walmart major shareholders have been selling company stock?

Of the 2,427 institutional investors that sold Walmart stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($11.41M), GQG Partners LLC ($11.37M), Legal & General Group Plc ($8.65M), Wellington Management Group LLP ($8.00M), Capital Wealth Planning LLC ($7.88M), International Assets Investment Management LLC ($6.89M), and Boston Partners ($6.83M).

How much institutional selling is happening at Walmart?

Institutional investors have sold a total of 228,531,605 shares in the last 24 months. This volume of shares sold represents approximately $16.97B in transactions.


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This page (NYSE:WMT) was last updated on 3/24/2025 by MarketBeat.com Staff
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