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Walmart (WMT) Institutional Ownership

Walmart logo
$92.24 -1.16 (-1.24%)
(As of 12/20/2024 05:45 PM 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)
2623
Total
Institutional Inflows
(last 12 months)
$44.33B
Number of
Institutional Sellers
(last 12 months)
1488
Total
Institutional Outflows
(last 12 months)
$5.66B
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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
12/19/2024 Independent Solutions Wealth Management LLC19,343$1.56M0.4%-14.4%0.000%
12/13/2024 Lord Abbett & CO. LLC3,728,887$301.11M0.9%-2.0%0.046%
12/13/2024 B. Riley Wealth Advisors Inc.228,618$18.44M0.5%-11.5%0.003%
12/12/2024 Legacy Wealth Management LLC MS85,424$6.90M2.5%+2.3%0.001%
12/11/2024 1ST Source Bank65,133$5.26M0.3%+1.6%0.001%
12/11/2024 Alternative Investment Advisors LLC.3,934$318K0.2%N/A0.000%
12/10/2024 DGS Capital Management LLC19,580$1.58M0.4%+18.4%0.000%
12/9/2024 Copley Financial Group Inc.3,747$303K0.3%N/A0.000%
12/6/2024 Logan Capital Management Inc.24,614$1.99M0.1%+0.8%0.000%
12/6/2024 Fidelity D & D Bancorp Inc.6,243$504K0.3%+5.6%0.000%
12/6/2024 Retirement Systems of Alabama1,935,792$156.32M0.6%+9.1%0.024%
12/3/2024 Oddo BHF Asset Management Sas7,755$626K0.0%N/A0.000%
12/3/2024 Garde Capital Inc.2,080$168K0.0%+8.0%0.000%
12/3/2024 Denver PWM LLC3,043$246K0.1%+10.7%0.000%
12/2/2024 Capasso Planning Partners LLC3,243$262K0.1%-37.9%0.000%
12/2/2024 Beaird Harris Wealth Management LLC4,278$345K0.0%+56.9%0.000%
11/29/2024 American Trust11,085$895K0.1%+2.3%0.000%
11/29/2024 Old North State Trust LLC14,124$1.14M0.9%+1.8%0.000%
11/27/2024 Franklin Resources Inc.41,501,782$3.39B1.0%+3.7%0.516%
11/26/2024 Asset Advisors Investment Management LLC315,947$25.51M2.7%+0.1%0.004%
11/26/2024 Tri Ri Asset Management Corp17,957$1.45M0.7%N/A0.000%
11/26/2024 Peapack Gladstone Financial Corp428,896$34.63M0.5%-0.8%0.005%
11/25/2024 Synovus Financial Corp326,545$26.37M0.3%+13.3%0.004%
11/25/2024 Centerstone Investors LLC15,896$1.28M1.2%-73.5%0.000%
11/25/2024 Tidal Investments LLC190,208$15.36M0.2%-32.5%0.002%
11/25/2024 Cim Investment Management Inc.16,741$1.35M0.4%-1.7%0.000%
11/25/2024 Wilmington Savings Fund Society FSB128,029$10.34M0.2%+162.0%0.002%
11/25/2024 Arvest Bank Trust Division200,961$16.23M0.9%N/A0.003%
11/25/2024 World Investment Advisors LLC252,282$20.37M0.5%+151.4%0.003%
11/25/2024 Sanctuary Advisors LLC1,176,980$95.04M0.6%+10.4%0.015%
11/25/2024 Pine Valley Investments Ltd Liability Co47,775$3.86M0.2%-2.7%0.001%
11/22/2024 Stock Yards Bank & Trust Co.104,584$8.45M0.3%-7.9%0.001%
11/22/2024 Sculati Wealth Management LLC8,454$683K0.3%+25.9%0.000%
11/22/2024 Eaton Financial Holdings Company LLC22,521$1.82M0.7%N/A0.000%
11/22/2024 Saratoga Research & Investment Management489,343$39.51M1.7%-34.8%0.006%
11/21/2024 Anchor Investment Management LLC88,188$7.12M0.7%+3.6%0.001%
11/21/2024 Tudor Financial Inc.6,242$504K0.3%N/A0.000%
11/21/2024 Te Ahumairangi Investment Management Ltd113,906$9.15M1.6%-19.9%0.001%
11/21/2024 Aldebaran Financial Inc.22,250$1.80M2.2%+10.9%0.000%
11/21/2024 Tri Ri Asset Management Corp17,957$1.45M1.6%N/A0.000%
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11/20/2024 Diamant Asset Management Inc.26,421$2.13M1.3%-2.4%0.000%
11/20/2024 SOA Wealth Advisors LLC.9,052$731K0.1%+4.2%0.000%
11/20/2024 Virtu Financial LLC6,698$541K0.0%N/A0.000%
11/20/2024 Bard Financial Services Inc.311,070$25.12M3.0%-49.4%0.004%
11/19/2024 Invst LLC40,051$3.23M0.4%-3.5%0.000%
11/19/2024 Citizens Business Bank58,664$4.74M1.0%-1.3%0.001%
11/19/2024 Unigestion Holding SA214,668$17.33M0.8%-31.5%0.003%
11/19/2024 Second Line Capital LLC46,450$3.75M1.0%+6.0%0.001%
11/19/2024 TCW Group Inc.151,115$12.20M0.1%+140.1%0.002%
11/18/2024 Soltis Investment Advisors LLC11,716$946K0.1%+31.9%0.000%
11/18/2024 Rehmann Capital Advisory Group72,298$5.85M0.4%-7.4%0.001%
11/18/2024 TD Private Client Wealth LLC92,686$7.48M0.2%-15.8%0.001%
11/18/2024 Virtue Capital Management LLC11,753$949K0.2%-9.3%0.000%
11/18/2024 Fortem Financial Group LLC16,253$1.31M0.5%-17.7%0.000%
11/18/2024 Teachers Retirement System of The State of Kentucky326,397$26.36M0.2%-4.9%0.004%
11/18/2024 Sunbelt Securities Inc.40,077$3.24M0.3%-2.2%0.000%
11/18/2024 Toronto Dominion Bank2,337,363$188.74M0.3%+3.1%0.029%
11/18/2024 Wilson & Boucher Capital Management LLC19,862$1.60M1.1%-1.8%0.000%
11/18/2024 Brown Financial Advisors24,520$1.98M0.8%-2.8%0.000%
11/18/2024 Coldstream Capital Management Inc.137,018$11.11M0.2%-1.2%0.002%
11/18/2024 Strait & Sound Wealth Management LLC18,651$1.51M0.7%+6.1%0.000%
11/18/2024 Synergy Financial Group LTD3,291$266K0.3%N/A0.000%
11/18/2024 RB Capital Management LLC34,053$2.75M0.6%+1.1%0.000%
11/18/2024 FRG Family Wealth Advisors LLC140,769$11.37M2.0%-0.4%0.002%
11/18/2024 First Dallas Securities Inc.29,411$2.38M1.0%+9.7%0.000%
11/18/2024 Ashford Capital Management Inc.9,920$801K0.1%N/A0.000%
11/16/2024 Geode Capital Management LLC87,617,409$7.05B0.6%+3.3%1.090%
11/15/2024 MidWestOne Financial Group Inc.30,144$2.43M0.3%-0.8%0.000%
11/15/2024 Insight Inv LLC33,801$2.73M2.3%-11.9%0.000%
11/15/2024 Greenwood Gearhart Inc.425,297$34.34M2.9%+0.8%0.005%
11/15/2024 3Chopt Investment Partners LLC32,633$2.64M0.9%+0.4%0.000%
11/15/2024 Frisch Financial Group Inc.3,638$294K0.1%N/A0.000%
11/15/2024 Prestige Wealth Management Group LLC26,801$2.16M0.4%+0.7%0.000%
11/15/2024 Brophy Wealth Management LLC25,661$2.07M0.7%N/A0.000%
11/15/2024 Vestcor Inc468,952$37.87M1.2%-5.3%0.006%
11/15/2024 Resources Management Corp CT ADV54,934$4.44M0.6%-0.3%0.001%
11/15/2024 M&T Bank Corp713,852$57.64M0.2%+1.6%0.009%
11/15/2024 Executive Wealth Management LLC123,400$9.97M0.8%N/A0.002%
11/15/2024 Abel Hall LLC5,159$417K0.3%+6.0%0.000%
11/15/2024 Continuum Advisory LLC37,179$3.14M0.4%+4.5%0.000%
11/15/2024 O Brien Greene & Co. Inc124,458$10.05M3.1%-4.0%0.002%
11/15/2024 Geller Advisors LLC11,681$943K0.1%+7.3%0.000%
11/15/2024 Public Employees Retirement System of Ohio2,093,650$169.06M0.7%-1.6%0.026%
11/15/2024 SGL Investment Advisors Inc.5,189$438K0.2%N/A0.000%
11/15/2024 EWA LLC8,306$702K0.3%+5.4%0.000%
11/15/2024 Groupama Asset Managment416,208$33.61M0.7%+18.5%0.005%
11/15/2024 Nomura Asset Management Co. Ltd.2,539,869$205.09M0.6%+25.4%0.032%
11/15/2024 Glass Jacobson Investment Advisors llc5,999$484K0.2%-4.9%0.000%
11/15/2024 Raab & Moskowitz Asset Management LLC94,750$7.65M1.9%-0.2%0.001%
11/15/2024 MML Investors Services LLC1,027,102$82.94M0.3%+1.2%0.013%
Wall Street Icon: “You must get on the right side of this thing” (Ad)

I created one of the first quantitative analysis-based stock picking systems long before "quants" became a thing on Wall Street… leading Forbes to call me "King of the Quants." I'm writing to you today because my system has recently uncovered a market phenomenon I haven't seen in 30 years.

This market shakeup is going to be much more intense.
11/15/2024 Hodges Capital Management Inc.143,052$11.55M0.7%+6.8%0.002%
11/15/2024 First National Bank of Omaha79,706$6.44M0.4%-22.5%0.001%
11/15/2024 Montchanin Asset Management LLC2,850$230K0.2%N/A0.000%
11/15/2024 CTC Alternative Strategies Ltd.4,460$360K0.5%-61.7%0.000%
11/15/2024 Legacy Investment Solutions LLC505$43K0.0%N/A0.000%
11/15/2024 Headinvest LLC114,347$9.23M1.7%-5.3%0.001%
11/15/2024 Northeast Financial Consultants Inc5,136$415K0.0%+3.8%0.000%
11/15/2024 Kensington Investment Counsel LLC56,997$4.60M1.9%+0.8%0.001%
11/15/2024 Dunhill Financial LLC1,459$118K0.1%+74.9%0.000%
11/15/2024 Delos Wealth Advisors LLC50,159$4.05M3.5%+4.9%0.001%
(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, 3,527 institutional investors and hedge funds held shares of Walmart. The most heavily invested institutionals were Vanguard Group Inc. ($24.77B), BlackRock Inc. ($15.78B), State Street Corp ($14.88B), Biltmore Wealth Management LLC ($8.39B), Geode Capital Management LLC ($7.05B), FMR LLC ($5.10B), and Carl Stuart Investment Advisor Inc. ($4.21B).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 3,211 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. ($275.28M), Price T Rowe Associates Inc. MD ($38.78M), Norges Bank ($23.31M), Bank of New York Mellon Corp ($18.87M), Jennison Associates LLC ($17.52M), and Raymond James & Associates ($12.65M).

How much institutional buying is happening at Walmart?

Institutional investors have bought a total of 1,622,136,561 shares in the last 24 months. This purchase volume represents approximately $91.50B in transactions.

Which Walmart major shareholders have been selling company stock?

Of the 2,220 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 ($6.97M), The Manufacturers Life Insurance Company ($6.09M), EP Wealth Advisors LLC ($5.50M), First Eagle Investment Management LLC ($5.36M), Price T Rowe Associates Inc. MD ($5.07M), Wellington Management Group LLP ($5.01M), and Dimensional Fund Advisors LP ($4.36M).

How much institutional selling is happening at Walmart?

Institutional investors have sold a total of 148,267,920 shares in the last 24 months. This volume of shares sold represents approximately $9.12B in transactions.


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This page (NYSE:WMT) was last updated on 12/22/2024 by MarketBeat.com Staff
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