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Walmart (WMT) Institutional Ownership

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$94.70 -2.51 (-2.58%)
Closing price 03:59 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)
3110
Total
Institutional Inflows
(last 12 months)
$58.08B
Number of
Institutional Sellers
(last 12 months)
1724
Total
Institutional Outflows
(last 12 months)
$13.70B
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WMT Institutional Buying and Selling by Quarter

Walmart Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/21/2025Vermillion Wealth Management Inc.8,695$786K0.4%N/A0.000%
2/21/2025AlphaCore 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%
2/20/2025Griffith & Werner Inc.3,153$285K0.2%N/A0.000%
2/20/2025Sunbeam Capital Management LLC14,493$1.31M2.8%N/A0.000%
2/20/2025Michels 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%
2/20/2025Kingstone Capital Partners Texas LLC26,200$2.37M1.9%N/A0.000%
2/20/2025Revisor Wealth Management LLC8,285$761K0.7%-48.4%0.000%
2/20/2025Jupiter 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%
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%
2/18/2025 Investment Management Corp VA ADV612$55K0.0%N/A0.000%
2/18/2025 Helium Advisors LLC4,475$404K0.3%N/A0.000%
2/18/2025 Breakthru Advisory Services LLC5,826$526K0.5%N/A0.000%
2/18/2025 Sunbelt Securities Inc.41,550$3.76M0.3%+3.7%0.001%
2/18/2025 GTS Securities LLC42,421$3.83M0.2%-74.4%0.001%
2/18/2025 Fourth Dimension Wealth LLC7,179$649K0.3%N/A0.000%
2/18/2025 Stonebridge Financial Planning Group LLC6,353$574K0.3%+4.3%0.000%
2/18/2025 Vise Technologies Inc.138,586$12.52M1.0%+30.8%0.002%
2/18/2025 Retirement Planning Group LLC32,896$2.97M0.1%-7.8%0.000%
2/18/2025 Navalign LLC27,502$2.49M0.7%-0.9%0.000%
2/18/2025 Blue Fin Capital Inc.63,385$5.73M1.1%-0.6%0.001%
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2/18/2025 Connecticut Wealth Management LLC14,404$1.30M0.1%+1.6%0.000%
2/18/2025 Headinvest LLC107,656$9.73M1.8%-5.9%0.001%
2/18/2025 JT Stratford LLC54,433$4.92M0.8%+2.6%0.001%
2/18/2025 Cornerstone Advisory LLC13,452$1.22M0.1%+22.5%0.000%
2/18/2025 Legacy Financial Group Inc.10,343$934K0.3%-2.9%0.000%
2/18/2025 Mosaic Family Wealth Partners LLC25,706$2.32M0.3%+8.7%0.000%
2/18/2025 RB Capital Management LLC33,827$3.06M0.7%-0.7%0.000%
2/18/2025 Pinkerton Retirement Specialists LLC64,673$5.84M0.8%-2.8%0.001%
2/18/2025 Harmony Asset Management LLC2,428$219K0.1%N/A0.000%
2/18/2025 49 Wealth Management LLC9,598$867K0.1%-14.0%0.000%
2/18/2025 Orion Capital Management LLC1,369$124K0.1%N/A0.000%
2/18/2025 AlphaQ Advisors LLC9,758$882K2.4%+1.3%0.000%
2/18/2025 McIlrath & Eck LLC3,582$324K0.0%-23.2%0.000%
2/18/2025 Novem Group71,645$6.47M0.9%N/A0.001%
2/18/2025 10Elms LLP990$89K0.1%N/A0.000%
2/18/2025 MidWestOne Financial Group Inc.28,689$2.59M0.4%-4.8%0.000%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp1,094,812$98.92M0.6%+11.0%0.014%
2/18/2025 Focus Partners Advisor Solutions LLC90,798$8.20M0.1%-61.4%0.001%
2/18/2025 First Heartland Consultants Inc.37,529$3.39M0.3%-5.6%0.000%
2/18/2025 Kolinsky Wealth Management LLC5,339$482K0.3%+6.3%0.000%
2/18/2025 Continuum Advisory LLC62,557$5.65M0.7%+68.3%0.001%
2/18/2025 Ames National Corp9,942$898K0.6%N/A0.000%
2/18/2025 Royal Capital Wealth Management LLC21,594$1.95M1.4%+38.1%0.000%
2/18/2025 Glen Eagle Advisors LLC105,166$9.50M1.6%-0.1%0.001%
2/18/2025 White Knight Strategic Wealth Advisors LLC6,877$621K0.3%+100.0%0.000%
2/18/2025 Ashford Capital Management Inc.10,980$992K0.1%+10.7%0.000%
2/18/2025 Mpwm Advisory Solutions LLC1,979$179K0.1%N/A0.000%
2/18/2025 Talisman Wealth Advisors LLC3,466$313K0.3%-4.1%0.000%
2/18/2025 Kinloch Capital LLC58,142$5.25M2.6%+1.2%0.001%
2/18/2025 Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.75,958$6.86M0.8%-80.7%0.001%
2/18/2025 Lantern Wealth Advisors LLC4,060$367K0.2%+15.4%0.000%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC25,917,346$2.34B0.5%+11.4%0.323%
2/17/2025 USS Investment Management Ltd687,854$62.18M0.5%-15.1%0.009%
2/17/2025 Vance Wealth LLC4,048$366K0.1%-15.0%0.000%
2/17/2025 Vista Investment Management2,327$210K0.1%-12.0%0.000%
2/17/2025 Waverly Advisors LLC303,821$27.45M0.4%+53.1%0.004%
2/17/2025 Wesleyan Assurance Society146,250$13.22M1.0%-2.0%0.002%
2/17/2025 Whelan Financial4,339$392K0.2%+2.3%0.000%
2/17/2025 William B. Walkup & Associates Inc.70,892$6.41M4.1%+0.2%0.001%
2/17/2025 Willis Johnson & Associates Inc.17,014$1.54M0.1%-8.1%0.000%
2/17/2025 Woodline Partners LP260,675$23.55M0.2%N/A0.003%
2/17/2025 Woodson Capital Management LP81,000$7.32M1.2%-0.5%0.001%
2/17/2025 Zurich Insurance Group Ltd FI2,767,066$250.00M2.0%+0.6%0.034%
2/17/2025 iSAM Funds UK Ltd4,805$434K0.3%-24.0%0.000%
2/17/2025 Victrix Investment Advisors42,139$3.81M2.7%N/A0.001%
2/17/2025 Vident Advisory LLC508,776$45.97M0.8%+78.6%0.006%
2/17/2025 Sovereign s Capital Management LLC5,400$488K0.3%N/A0.000%
2/17/2025 Visionary Wealth Advisors162,436$14.68M0.9%-1.3%0.002%
2/17/2025 Vista Cima Wealth Management LLC2,804$253K0.3%N/A0.000%
2/17/2025 Vivaldi Capital Management LP21,158$2.06M0.3%+47.1%0.000%
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2/17/2025 Waters Parkerson & CO. LLC149,180$13.48M0.7%+0.7%0.002%
2/17/2025 Westwood Holdings Group Inc.1,039,149$93.89M0.7%-19.1%0.013%
2/17/2025 Wexford Capital LP23,236$2.10M0.3%-49.2%0.000%
2/17/2025 Wimmer Associates 1 LLC14,542$1.31M0.6%-0.8%0.000%
2/17/2025 Triglav Skladi D.O.O.291,406$26.33M2.1%N/A0.004%
2/17/2025 Trustco Bank Corp N Y22,512$2.03M2.2%-1.4%0.000%
2/17/2025 Two Sigma Advisers LP66,900$6.04M0.0%+34.9%0.001%
2/17/2025 Two Sigma Investments LP46,400$4.19M0.0%-66.6%0.001%
2/17/2025 Texas Bank & Trust Co30,637$2.77M1.1%N/A0.000%
2/17/2025 Teza Capital Management LLC32,863$2.97M0.4%N/A0.000%
(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, 3,998 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), Biltmore Wealth Management LLC ($8.39B), Geode Capital Management LLC ($8.17B), Norges Bank ($5.74B), and FMR LLC ($5.61B).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 3,648 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 1,790,033,193 shares in the last 24 months. This purchase volume represents approximately $107.20B in transactions.

Which Walmart major shareholders have been selling company stock?

Of the 2,426 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 228,439,282 shares in the last 24 months. This volume of shares sold represents approximately $16.96B in transactions.



This page (NYSE:WMT) was last updated on 2/21/2025 by MarketBeat.com Staff
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