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Walmart (WMT) Institutional Ownership

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$87.18 +0.58 (+0.67%)
(As of 11/20/2024 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)
2618
Total
Institutional Inflows
(last 12 months)
$44.24B
Number of
Institutional Sellers
(last 12 months)
1487
Total
Institutional Outflows
(last 12 months)
$6.00B
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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
11/20/2024Diamant 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%
11/20/2024Virtu 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%
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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%
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%
11/15/2024 Orion Portfolio Solutions LLC548,425$44.29M1.0%+1.3%0.007%
11/15/2024 World Investment Advisors LLC393,758$31.80M0.2%+292.5%0.005%
11/15/2024 Zacks Investment Management2,194,630$177.22M1.5%+10.9%0.027%
11/15/2024 Zurich Insurance Group Ltd FI2,749,678$222.04M1.9%+26.3%0.034%
11/15/2024 iSAM Funds UK Ltd6,326$511K0.3%-58.7%0.000%
11/15/2024 Hendershot Investments Inc.14,473$1.17M0.2%+19.9%0.000%
11/15/2024 Glen Eagle Advisors LLC105,285$8.50M1.4%-2.8%0.001%
11/15/2024 iA Global Asset Management Inc.448,662$36.23M0.6%-6.2%0.006%
11/15/2024 EP Wealth Advisors LLC173,231$13.99M0.1%+5.5%0.002%
11/15/2024 United Services Automobile Association404,098$32.63M0.8%-24.9%0.005%
11/15/2024 Insigneo Advisory Services LLC50,604$4.09M0.4%+8.7%0.001%
11/15/2024 Kovitz Investment Group Partners LLC409,415$33.06M0.2%+25.6%0.005%
11/15/2024 Virtus Investment Advisers Inc.2,542$205K0.2%-50.6%0.000%
11/15/2024 Voya Financial Advisors Inc.2,721$217K0.0%N/A0.000%
11/15/2024 Wellington Management Group LLP4,069,961$328.65M0.1%-46.5%0.051%
11/15/2024 Wexford Capital LP45,730$3.69M0.9%-35.1%0.001%
11/15/2024 Worldquant Millennium Advisors LLC85,377$6.89M0.1%-96.0%0.001%
11/15/2024 Weaver Consulting Group9,588$774K0.2%+3.2%0.000%
11/15/2024 Tabor Asset Management LP65,484$5.29M2.5%-1.3%0.001%
11/15/2024 Temasek Holdings Private Ltd581,781$46.98M0.2%N/A0.007%
11/15/2024 Texas Capital Bank Wealth Management Services Inc4,144$335K0.0%+3.8%0.000%
11/15/2024 State Street Corp184,239,290$14.88B0.6%-1.7%2.292%
11/15/2024 Stevens Capital Management LP16,149$1.30M0.2%-45.5%0.000%
11/15/2024 Stifel Financial Corp12,492,636$1.01B1.1%-2.6%0.155%
11/15/2024 SYM FINANCIAL Corp18,018$1.46M0.2%+3.5%0.000%
11/15/2024 Safe Harbor Fiduciary LLC8,710$703K0.7%N/A0.000%
11/15/2024 SageView Advisory Group LLC45,864$3.70M0.2%-4.5%0.001%
11/15/2024 Quadrature Capital Ltd198,821$16.06M0.4%-40.0%0.002%
11/15/2024 Quantinno Capital Management LP658,753$53.19M0.7%+21.1%0.008%
11/15/2024 Royal London Asset Management Ltd.1,935,461$156.29M0.4%+4.3%0.024%
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11/15/2024 Resurgent Financial Advisors LLC25,495$2.06M1.2%-2.5%0.000%
11/15/2024 Retirement Investment Advisors Inc.5,916$478K0.1%N/A0.000%
11/15/2024 Reynders McVeigh Capital Management LLC14,004$1.13M0.1%+1.5%0.000%
11/15/2024 Pinnacle Family Advisors LLC5,434$439K0.2%+17.4%0.000%
11/15/2024 Polar Asset Management Partners Inc.143,200$11.56M0.2%+8.1%0.002%
11/15/2024 Polymer Capital Management HK LTD9,750$787K0.2%N/A0.000%
11/15/2024 Prana Capital Management LP195,652$15.80M0.7%-23.1%0.002%
11/15/2024 Mission Creek Capital Partners Inc.35,280$2.85M0.7%+1.6%0.000%
11/15/2024 Motley Fool Asset Management LLC354,716$28.83M1.7%N/A0.004%
11/15/2024 Motley Fool Wealth Management LLC36,412$2.94M0.1%-32.3%0.000%
(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, 3,518 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 3,205 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 1,620,101,107 shares in the last 24 months. This purchase volume represents approximately $91.32B in transactions.

Which Walmart major shareholders have been selling company stock?

Of the 2,214 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 148,129,679 shares in the last 24 months. This volume of shares sold represents approximately $9.10B in transactions.


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This page (NYSE:WMT) was last updated on 11/21/2024 by MarketBeat.com Staff
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