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Walmart (WMT) Institutional Ownership

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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)
2674
Total
Institutional Inflows
(last 12 months)
$44.55B
Number of
Institutional Sellers
(last 12 months)
1484
Total
Institutional Outflows
(last 12 months)
$6.46B
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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
1/21/2025Precedent Wealth Partners LLC8,357$755K0.2%+6.3%0.000%
1/21/2025Smith Chas P & Associates PA Cpas814,131$73.56M4.2%-22.1%0.010%
1/21/2025AlphaMark Advisors LLC1,884$170K0.1%+77.9%0.000%
1/21/2025Moody Lynn & Lieberson LLC13,903$1.26M0.1%+0.9%0.000%
1/21/2025Jacksonville Wealth Management LLC7,620$688K0.6%N/A0.000%
1/21/2025Arkfeld Wealth Strategies L.L.C.23,793$2.18M1.0%+14.0%0.000%
1/21/2025Flagship Harbor Advisors LLC64,081$5.79M0.3%+1.1%0.001%
1/21/2025Juncture Wealth Strategies LLC2,729$247K0.1%-21.1%0.000%
1/21/2025Insight Inv LLC34,341$3.11M2.2%+1.6%0.000%
1/21/2025Stewardship Advisors LLC4,455$403K0.1%+14.6%0.000%
1/21/2025B.O.S.S. Retirement Advisors LLC3,156$285K0.1%N/A0.000%
1/21/2025Advocate Group LLC29,983$2.71M0.5%-17.2%0.000%
1/21/2025Compass Wealth Management LLC63,645$5.75M1.4%-1.4%0.001%
1/21/2025Nikulski Financial Inc.34,387$3.11M0.9%+1.7%0.000%
1/21/2025Toth Financial Advisory Corp138,108$12.48M1.5%-1.3%0.002%
1/21/2025AEGON ASSET MANAGEMENT UK Plc517,921$46.83M0.6%-10.9%0.006%
1/21/2025CFS Investment Advisory Services LLC50,286$4.54M0.4%+1.4%0.001%
1/21/2025Tributary Capital Management LLC8,555$773K0.1%-4.5%0.000%
1/21/2025GSB Wealth Management LLC4,543$410K0.1%+2.9%0.000%
1/21/2025Grimes & Company Inc.16,298$1.47M0.0%+8.3%0.000%
1/21/2025SJS Investment Consulting Inc.1,660$150K0.0%-7.2%0.000%
1/21/2025Lantz Financial LLC9,845$890K0.2%+3.3%0.000%
1/21/2025Linden Thomas Advisory Services LLC39,927$3.61M0.5%+14.4%0.000%
1/21/2025Cyndeo Wealth Partners LLC24,827$2.24M0.2%-3.1%0.000%
1/21/2025Geneos Wealth Management Inc.61,552$5.56M0.2%-12.4%0.001%
1/21/2025Accel Wealth Management5,855$529K0.2%-4.5%0.000%
1/21/2025Fifth Third Bancorp2,550,517$230.44M0.8%+0.9%0.032%
1/21/2025DGS Capital Management LLC22,381$2.02M0.5%+14.3%0.000%
1/21/2025Chemung Canal Trust Co.55,319$5.00M1.0%-10.9%0.001%
1/21/2025Firethorn Wealth Partners LLC10,416$941K0.5%+3.0%0.000%
1/21/2025AM Investment Strategies LLC22,316$2.02M0.5%+0.9%0.000%
1/21/2025Pflug Koory LLC10,364$936K0.5%+293.5%0.000%
1/21/2025Vishria Bird Financial Group LLC6,899$623K0.2%+10.9%0.000%
1/21/2025PCG Wealth Advisors LLC2,919$264K0.1%+4.5%0.000%
1/21/2025Carr Financial Group Corp10,996$993K0.3%-11.0%0.000%
1/21/2025Cottonwood Capital Advisors LLC6,716$607K0.4%+8.0%0.000%
1/21/2025McGuire Investment Group LLC152,286$13.76M2.0%+0.7%0.002%
1/21/2025Eclectic Associates Inc. ADV5,397$488K0.1%+11.3%0.000%
1/21/2025Goelzer Investment Management Inc.83,614$7.56M0.4%-30.5%0.001%
1/21/2025Gradient Investments LLC356,282$32.19M0.7%-9.5%0.004%
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1/21/2025Wolff Financial Management LLC2,214$200K0.1%N/A0.000%
1/21/2025Wheelhouse Advisory Group LLC5,048$456K0.3%+14.4%0.000%
1/21/2025Harel Insurance Investments & Financial Services Ltd.4,998$452K0.0%-72.4%0.000%
1/21/2025Midwest Financial Group LLC2,398$217K0.1%N/A0.000%
1/21/2025Exchange Traded Concepts LLC231,630$20.93M0.4%+63.1%0.003%
1/21/2025CX Institutional83,116$7.51M0.3%+8.4%0.001%
1/21/2025Zweig DiMenna Associates LLC188,531$17.03M1.3%+14.9%0.002%
1/21/2025Encompass More Asset Management5,803$524K0.2%+23.2%0.000%
1/21/2025Impact Partnership Wealth LLC4,004$362K0.1%N/A0.000%
1/21/2025Patriot Investment Management Group Inc.13,634$1.23M0.1%+2.3%0.000%
1/21/2025St. Johns Investment Management Company LLC37,931$3.43M1.6%-3.5%0.000%
1/21/2025LexAurum Advisors LLC10,829$978K0.2%+8.1%0.000%
1/21/2025Rappaport Reiches Capital Management LLC14,122$1.28M0.3%+277.5%0.000%
1/21/2025RFG Advisory LLC134,268$12.13M0.3%+42.3%0.002%
1/21/2025Shilanski & Associates Inc.3,404$308K0.1%N/A0.000%
1/21/2025Motive Wealth Advisors4,849$438K0.2%+9.3%0.000%
1/21/2025MFA Wealth Services11,638$1.05M0.8%N/A0.000%
1/21/2025McGlone Suttner Wealth Management Inc.19,093$1.73M0.3%+6.4%0.000%
1/21/2025Caldwell Sutter Capital Inc.9,536$862K0.4%+18.7%0.000%
1/21/2025Cornerstone Wealth Management LLC169,384$15.30M1.0%+26.4%0.002%
1/21/2025Johnson Bixby & Associates LLC2,247$203K0.0%N/A0.000%
1/21/2025Brighton Jones LLC98,150$8.87M0.3%+28.8%0.001%
1/21/2025Sustainable Insight Capital Management LLC26,884$2.43M1.1%-8.9%0.000%
1/21/2025Lincoln Capital Corp29,215$2.64M1.1%-2.8%0.000%
1/21/2025Hengehold Capital Management LLC61,094$5.52M0.5%-2.1%0.001%
1/21/2025Montecito Bank & Trust22,412$2.03M0.4%-3.7%0.000%
1/17/2025 Cerro Pacific Wealth Advisors LLC20,962$1.89M0.6%-0.7%0.000%
1/17/2025 New Century Financial Group LLC13,854$1.26M0.5%-2.4%0.000%
1/17/2025 FCG Investment Co35,194$3.18M1.9%+7.4%0.000%
1/17/2025 Spinnaker Investment Group LLC10,576$956K0.2%-4.4%0.000%
1/17/2025 Key Client Fiduciary Advisors LLC40,497$3.66M1.6%+10.6%0.001%
1/17/2025 Apeiron RIA LLC11,829$1.07M0.3%-11.7%0.000%
1/17/2025 Veracity Capital LLC13,946$1.26M0.5%-2.1%0.000%
1/17/2025 Secure Asset Management LLC26,528$2.40M0.4%+7.2%0.000%
1/17/2025 Red Door Wealth Management LLC136,850$12.36M1.9%+4.4%0.002%
1/17/2025 Donoghue Forlines LLC22,500$2.03M0.7%+15.6%0.000%
1/17/2025 Galvin Gaustad & Stein LLC8,401$759K0.1%-1.8%0.000%
1/17/2025 Capital Planning Advisors LLC69,703$6.30M1.0%+7.3%0.001%
1/17/2025 Edge Financial Advisors LLC3,943$356K0.3%-7.8%0.000%
1/17/2025 Goldstein Advisors LLC4,479$405K0.1%+27.9%0.000%
1/17/2025 Trust Co. of Oklahoma33,625$3.04M1.0%+0.5%0.000%
1/17/2025 Baron Silver Stevens Financial Advisors LLC7,693$695K0.1%+2.7%0.000%
1/17/2025 Avior Wealth Management LLC37,976$3.43M0.1%+1.1%0.000%
1/17/2025 Beacon Investment Advisory Services Inc.5,399$488K0.0%+4.3%0.000%
1/17/2025 Endeavor Private Wealth Inc.1,200$109K0.1%N/A0.000%
1/17/2025 Bill Few Associates Inc.18,659$1.69M0.6%-1.9%0.000%
1/17/2025 Teamwork Financial Advisors LLC6,875$621K0.1%-13.4%0.000%
1/17/2025 MinichMacGregor Wealth Management LLC7,975$724K0.2%+27.4%0.000%
1/17/2025 Raleigh Capital Management Inc.13,855$1.25M0.5%+5.7%0.000%
1/17/2025 Mustard Seed Financial LLC43,950$3.97M3.2%-0.9%0.001%
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1/17/2025 D.B. Root & Company LLC32,641$2.95M0.9%-4.1%0.000%
1/17/2025 Mutual Advisors LLC114,760$10.48M0.3%-18.5%0.001%
1/17/2025 Riverbridge Partners LLC33,545$3.03M0.0%-8.5%0.000%
1/17/2025 Asset Planning Services Inc. LA ADV99,704$9.01M4.4%+0.2%0.001%
1/17/2025 Echo45 Advisors LLC4,774$433K0.3%-3.5%0.000%
1/17/2025 True North Advisors LLC11,929$1.08M0.3%+11.4%0.000%
1/17/2025 Wendell David Associates Inc.88,275$7.98M0.8%-0.6%0.001%
1/17/2025 Traynor Capital Management Inc.24,449$2.21M0.1%+6.0%0.000%
1/17/2025 Independent Wealth Network Inc.5,568$503K0.2%+4.2%0.000%
1/17/2025 Wesbanco Bank Inc.292,026$26.39M0.9%-3.7%0.004%
(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, 3,570 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 3,251 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 1,624,679,083 shares in the last 24 months. This purchase volume represents approximately $91.77B in transactions.

Which Walmart major shareholders have been selling company stock?

Of the 2,261 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), International Assets Investment Management LLC ($6.89M), 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), and Wellington Management Group LLP ($5.01M).

How much institutional selling is happening at Walmart?

Institutional investors have sold a total of 156,990,856 shares in the last 24 months. This volume of shares sold represents approximately $9.93B in transactions.


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This page (NYSE:WMT) was last updated on 1/21/2025 by MarketBeat.com Staff
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