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Walmart (WMT) Institutional Ownership

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$94.91 +2.11 (+2.27%)
As of 04/14/2025 03:58 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)
3060
Total
Institutional Inflows
(last 12 months)
$58.41B
Number of
Institutional Sellers
(last 12 months)
1789
Total
Institutional Outflows
(last 12 months)
$13.77B
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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
4/14/2025Yousif Capital Management LLC578,664$50.80M0.6%-5.0%0.007%
4/14/2025Parisi Gray Wealth Management2,288$201K0.1%N/A0.000%
4/14/2025Panoramic Capital Partners LLC3,406$279K0.3%-25.3%0.000%
4/14/2025Bruce G. Allen Investments LLC1,654$145K0.1%-23.8%0.000%
4/14/2025Octavia Wealth Advisors LLC47,233$4.16M0.5%-1.1%0.001%
4/14/2025Midland Wealth Advisors LLC32,092$2.82M0.2%-3.4%0.000%
4/14/2025International Private Wealth Advisors LLC8,148$715K0.7%-10.7%0.000%
4/14/2025Everest Management Corp.2,287$201K0.2%N/A0.000%
4/14/2025Tounjian Advisory Partners LLC12,610$1.11M0.2%N/A0.000%
4/14/2025WFA Asset Management Corp2,092$184K0.1%+17.9%0.000%
4/14/2025Cetera Trust Company N.A42,352$3.72M2.4%-1.2%0.001%
4/14/2025Patrick M Sweeney & Associates Inc.10,748$944K0.7%-1.8%0.000%
4/14/2025Farther Finance Advisors LLC229,311$20.37M0.5%+82.2%0.003%
4/14/2025City Holding Co.191,855$16.84M2.4%+0.6%0.002%
4/14/2025CHICAGO TRUST Co NA18,603$1.63M0.3%+1.3%0.000%
4/14/2025Deane Retirement Strategies Inc.26,578$2.33M1.1%+1.4%0.000%
4/14/2025Moss Adams Wealth Advisors LLC20,900$1.84M0.2%+10.7%0.000%
4/14/2025NewSquare Capital LLC1,878$165K0.0%+89.7%0.000%
4/14/2025Selective Wealth Management Inc.10,005$928K0.4%-2.6%0.000%
4/14/2025Greystone Financial Group LLC170,054$14.93M2.7%+1.1%0.002%
4/14/2025Toth Financial Advisory Corp131,716$11.56M1.4%-4.6%0.002%
4/14/2025Foundation Resource Management Inc.16,567$1.45M0.2%-14.5%0.000%
4/14/2025Courier Capital LLC79,398$6.97M0.5%+2.3%0.001%
4/14/2025Wesbanco Bank Inc.306,424$26.90M0.9%+4.9%0.004%
4/14/2025Centricity Wealth Management LLC4,157$365K0.3%-6.6%0.000%
4/14/2025Outlook Wealth Advisors LLC6,590$579K0.2%-56.2%0.000%
4/14/2025First Citizens Bank & Trust Co.117,508$10.32M0.2%-4.8%0.001%
4/14/2025Sherman Asset Management Inc.7,743$680K0.6%+3.4%0.000%
4/14/2025AHL Investment Management Inc.21,488$1.89M1.3%-3.7%0.000%
4/14/2025CGC Financial Services LLC1,470$129K0.1%-14.8%0.000%
4/14/2025Abacus Planning Group Inc.17,894$1.57M0.3%+4.5%0.000%
4/14/2025Capital Investment Advisors LLC138,731$12.18M0.2%+8.0%0.002%
4/14/2025Hickory Point Bank & Trust6,981$613K0.5%+3.3%0.000%
4/14/2025PFW Advisors LLC17,147$1.51M0.5%-2.5%0.000%
4/14/2025Tilia Fiduciary Partners Inc.38,619$3.39M2.3%-0.8%0.000%
4/14/2025Central Bank & Trust Co.31,634$2.78M0.5%+3.6%0.000%
4/14/2025Meridian Financial Partners LLC5,478$481K0.2%+5.1%0.000%
4/14/2025BCS Wealth Management7,507$659K0.2%-16.9%0.000%
4/14/2025Wedge Capital Management L L P NC7,678$674K0.0%+2.4%0.000%
4/14/2025Bangor Savings Bank30,799$2.70M0.3%+5.2%0.000%
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4/14/2025Park Avenue Securities LLC231,877$20.36M0.3%+16.0%0.003%
4/14/2025OLD National Bancorp IN78,817$6.92M0.2%+0.4%0.001%
4/14/2025SOA Wealth Advisors LLC.30,201$2.65M0.3%+228.5%0.000%
4/14/2025Global Wealth Management LLC2,379$209K0.1%N/A0.000%
4/14/2025One Plus One Wealth Management LLC3,415$300K0.2%-21.5%0.000%
4/14/2025Broadway Wealth Solutions Inc.4,764$418K0.3%+9.9%0.000%
4/14/2025Wynn Capital LLC39,522$3.47M2.1%+43.1%0.000%
4/14/2025KMG Fiduciary Partners LLC20,263$1.78M0.1%+4.0%0.000%
4/14/2025Wealthcare Capital Partners LLC7,132$626K0.3%+8.8%0.000%
4/14/2025Bank of New Hampshire45,553$4.00M1.0%-5.0%0.001%
4/14/2025ARS Wealth Advisors Group LLC163,685$14.37M2.0%-0.8%0.002%
4/14/2025Miracle Mile Advisors LLC201,507$17.69M0.4%+1.6%0.003%
4/14/2025RDA Financial Network24,826$2.18M0.6%-2.5%0.000%
4/14/2025Patriot Financial Group Insurance Agency LLC47,956$4.21M0.6%-7.2%0.001%
4/14/2025Revolve Wealth Partners LLC9,727$854K0.1%+9.9%0.000%
4/14/2025Charter Oak Capital Management LLC9,343$820K0.1%+1.4%0.000%
4/14/2025Wedmont Private Capital63,541$5.90M0.3%-0.6%0.001%
4/14/2025UMB Bank n.a.629,564$55.27M0.9%-3.5%0.008%
4/14/2025LexAurum Advisors LLC11,104$975K0.2%+2.5%0.000%
4/14/2025Orrstown Financial Services Inc.20,940$1.84M0.4%-5.7%0.000%
4/14/2025Sivia Capital Partners LLC12,892$1.13M0.5%+5.2%0.000%
4/14/2025Gemmer Asset Management LLC7,410$651K0.1%+19.4%0.000%
4/11/2025 Principia Wealth Advisory LLC1,333$119K0.1%-40.8%0.000%
4/11/2025 Perkins Coie Trust Co1,112$98K0.0%-29.6%0.000%
4/11/2025 Piscataqua Savings Bank1,085$95K0.1%+38.2%0.000%
4/11/2025 CMC Financial Group3,078$270K0.6%N/A0.000%
4/11/2025 Godsey & Gibb Inc.29,406$2.58M0.3%+0.9%0.000%
4/11/2025 Persium Advisors LLC7,378$648K0.6%-1.8%0.000%
4/11/2025 Princeton Global Asset Management LLC911$80K0.0%-44.0%0.000%
4/11/2025 Gateway Investment Advisers LLC920,235$80.79M0.9%+5.4%0.011%
4/11/2025 Independence Bank of Kentucky52,056$4.57M0.7%+0.4%0.001%
4/11/2025 KFG Wealth Management LLC23,415$2.06M0.4%-11.2%0.000%
4/11/2025 Hudson Valley Investment Advisors Inc. ADV38,962$3.42M0.4%-0.4%0.000%
4/11/2025 Tealwood Asset Management Inc.5,754$505K0.2%-11.4%0.000%
4/11/2025 City State Bank13,338$1.17M0.4%+1.4%0.000%
4/11/2025 First Affirmative Financial Network7,430$652K0.4%+2.6%0.000%
4/11/2025 Congress Asset Management Co.23,478$2.06M0.0%-2.9%0.000%
4/11/2025 Radnor Capital Management LLC71,246$6.26M1.0%+0.6%0.001%
4/11/2025 Impact Capital Partners LLC10,737$943K0.3%-1.5%0.000%
4/11/2025 Disciplined Investments LLC31,046$2.73M1.3%+55.6%0.000%
4/11/2025 StoneCrest Wealth Management Inc.2,549$224K0.1%-6.0%0.000%
4/11/2025 Horizon Wealth Management LLC3,533$310K0.1%+12.3%0.000%
4/11/2025 Constitution Capital LLC95,151$8.35M4.6%+1.1%0.001%
4/11/2025 Chemistry Wealth Management LLC3,128$275K0.1%-6.0%0.000%
4/11/2025 Verum Partners LLC6,021$529K0.1%-6.7%0.000%
4/11/2025 Sard Wealth Management Group LLC3,294$289K0.2%+10.2%0.000%
4/11/2025 Sovereign Financial Group Inc.7,605$668K0.2%-3.5%0.000%
4/11/2025 Eagle Rock Investment Company LLC9,661$848K0.1%-2.4%0.000%
4/11/2025 Snider Financial Group57,803$5.08M1.6%-6.3%0.001%
4/11/2025 Arkfeld Wealth Strategies L.L.C.34,920$3.13M1.3%+46.8%0.000%
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4/11/2025 SeaCrest Wealth Management LLC50,762$4.46M0.5%-23.2%0.001%
4/11/2025 Prospect Financial Services LLC3,478$305K0.2%+14.9%0.000%
4/11/2025 MKT Advisors LLC7,186$602K0.3%-1.7%0.000%
4/11/2025 Procyon Advisors LLC36,782$3.23M0.2%+11.2%0.000%
4/11/2025 Davis Capital Management22,208$1.95M1.6%-4.9%0.000%
4/11/2025 Permanent Capital Management LP4,122$363K0.1%-21.4%0.000%
4/11/2025 AGH Wealth Advisors LLC6,277$551K0.5%+2.3%0.000%
4/11/2025 Oxinas Partners Wealth Management LLC9,272$814K0.5%+2.2%0.000%
4/11/2025 Unique Wealth LLC4,799$421K0.1%-5.6%0.000%
4/11/2025 Next Level Private LLC3,457$303K0.1%+18.2%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, 4,023 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 3,677 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 1,801,702,339 shares in the last 24 months. This purchase volume represents approximately $108.26B in transactions.

Which Walmart major shareholders have been selling company stock?

Of the 2,450 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 227,906,205 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 4/15/2025 by MarketBeat.com Staff
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