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Walmart (WMT) Institutional Ownership

$80.44
-0.83 (-1.02%)
(As of 10/2/2024 ET)

Institutional Ownership Changes (13F Filings) for Walmart (NYSE:WMT)

Current
Institutional Ownership
Percentage
26.76%
Number of
Institutional Buyers
(last 12 months)
2552
Total
Institutional Inflows
(last 12 months)
$40.51B
Number of
Institutional Sellers
(last 12 months)
1421
Total
Institutional Outflows
(last 12 months)
$3.98B
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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
10/1/2024 Davis Capital Management23,860$1.93M1.5%-2.0%0.000%
10/1/2024 Appleton Partners Inc. MA64,010$5.17M0.4%-5.3%0.001%
10/1/2024 Jacobs & Co. CA83,806$6.77M0.7%-6.2%0.001%
10/1/2024Emprise Bank13,024$1.05M0.6%-7.1%0.000%
10/1/2024 First Financial Bank Trust Division21,439$1.73M0.2%-4.1%0.000%
10/1/2024 Global Wealth Strategies & Associates2,247$181K0.1%-71.5%0.000%
10/1/2024 Neville Rodie & Shaw Inc.20,504$1.66M0.1%+1.8%0.000%
9/30/2024Mattson Financial Services LLC43,181$2.92M1.0%N/A0.001%
9/23/2024Centaurus Financial Inc.35,886$2.43M0.2%-4.6%0.000%
9/20/2024Anchor Investment Management LLC85,145$5.77M0.6%+6.5%0.001%
9/20/2024Healthcare of Ontario Pension Plan Trust Fund461,000$31.21M0.1%-72.4%0.006%
9/17/2024University of Texas Texas AM Investment Management Co.110,054$7.45M1.5%+24.2%0.001%
9/16/2024Verity & Verity LLC15,205$1.03M0.1%+46.6%0.000%
9/12/2024Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group22,200$1.50M0.6%-6.1%0.000%
9/12/2024American Trust10,833$734K0.1%+2.4%0.000%
9/11/2024Newbridge Financial Services Group Inc.15,140$1.03M0.4%+36.0%0.000%
9/10/2024SS&H Financial Advisors Inc.11,295$765K0.3%+162.2%0.000%
9/10/2024Prio Wealth Limited Partnership1,266,361$85.75M2.6%-10.8%0.016%
9/10/2024Cannon Financial Strategists Inc.6,570$445K0.1%N/A0.000%
9/9/2024Heritage Wealth Management Inc.80,053$5.61M1.9%N/A0.001%
9/9/2024Lazari Capital Management Inc.10,997$745K0.3%+9.4%0.000%
9/5/2024Sanctuary Advisors LLC1,066,138$72.19M0.5%N/A0.013%
8/30/2024Brown Financial Advisors25,232$1.71M0.8%N/A0.000%
8/30/2024Centennial Bank AR14,313$969K0.5%-27.7%0.000%
8/30/2024Strategic Investment Solutions Inc. IL11,767$829K0.3%N/A0.000%
8/29/2024SRN Advisors LLC19,150$1.30M1.1%+2.8%0.000%
8/28/2024Farmers National Bank19,902$1.35M0.4%-2.2%0.000%
8/28/2024RiverFront Investment Group LLC516,256$34.96M0.9%+5.4%0.006%
8/28/2024Birmingham Capital Management Co. Inc. AL25,537$1.73M0.7%+3.8%0.000%
8/28/2024Heritage Oak Wealth Advisors LLC801,582$54.28M28.4%N/A0.010%
8/28/2024Souders Financial Advisors17,291$1.17M0.2%-36.6%0.000%
8/27/2024Clearbridge Investments LLC5,361,767$363.04M0.3%-1.5%0.067%
8/27/2024Dana Investment Advisors Inc.135,411$9.17M0.3%+22.7%0.002%
8/27/2024New Wave Wealth Advisors LLC307,540$20.82M11.2%N/A0.004%
8/27/2024KPP Advisory Services LLC11,385$771K0.2%-2.5%0.000%
8/27/2024New Century Financial Group LLC12,978$879K0.4%-2.8%0.000%
8/26/2024Teachers Retirement System of The State of Kentucky343,160$23.24M0.2%-2.7%0.004%
8/26/2024Founders Financial Alliance LLC15,851$1.07M0.3%+8.8%0.000%
8/22/2024Aldebaran Financial Inc.20,059$1.36M1.9%+11.0%0.000%
8/22/2024Cetera Investment Advisers1,692,435$114.60M0.3%+0.6%0.021%
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8/22/20243Chopt Investment Partners LLC32,509$2.20M0.7%+2.6%0.000%
8/21/2024Heartland Bank & Trust Co26,654$1.81M1.0%-1.3%0.000%
8/21/2024SPC Financial Inc.63,895$4.33M0.4%+0.8%0.001%
8/21/2024Advisory Alpha LLC27,345$1.85M0.1%+2.0%0.000%
8/21/2024IMS Capital Management18,858$1.41M0.6%-5.9%0.000%
8/21/2024Truist Financial Corp3,943,988$267.05M0.4%+0.2%0.049%
8/20/2024Next Capital Management LLC22,396$1.52M0.6%-1.6%0.000%
8/19/2024EP Wealth Advisors LLC164,143$11.11M0.1%+11.2%0.002%
8/19/2024Kimelman & Baird LLC4,178$283K0.0%N/A0.000%
8/19/2024B. Riley Wealth Advisors Inc.258,248$17.49M0.4%+149.3%0.003%
8/16/2024Traction Financial Partners LLC2,839$208K0.2%N/A0.000%
8/16/2024CMG Global Holdings LLC27,691$1.88M1.2%-1.9%0.000%
8/16/2024Saratoga Research & Investment Management750,923$50.85M2.3%-4.3%0.009%
8/16/2024Kampmann Melissa S.68,582$4.64M3.4%-0.2%0.001%
8/16/2024Core Alternative Capital88,864$6.02M1.2%-53.1%0.001%
8/16/2024High Falls Advisors Inc5,536$375K0.1%-42.3%0.000%
8/16/2024Regal Investment Advisors LLC84,178$5.70M0.4%+5.7%0.001%
8/16/2024Quarry LP582$39K0.0%-56.3%0.000%
8/16/2024Invst LLC41,525$2.80M0.3%+8.2%0.001%
8/16/2024Covington Investment Advisors Inc.119,848$8.12M1.3%-5.8%0.001%
8/16/2024Second Line Capital LLC43,836$2.97M0.9%+4.5%0.001%
8/16/2024William B. Walkup & Associates Inc.71,070$4.81M3.2%N/A0.001%
8/16/2024Sunbelt Securities Inc.40,993$2.78M0.3%+1.5%0.001%
8/16/2024Granite FO LLC8,289$561K0.4%N/A0.000%
8/16/2024Front Row Advisors LLC37,342$2.53M0.9%+1.1%0.000%
8/16/2024Coastal Bridge Advisors LLC28,052$1.90M0.5%+3.2%0.000%
8/16/2024Northwestern Mutual Wealth Management Co.1,524,414$103.22M0.1%+117.2%0.019%
8/16/2024NewEdge Advisors LLC759,835$51.45M0.4%+8.1%0.009%
8/16/2024Silver Lake Advisory LLC3,887$263K0.0%N/A0.000%
8/16/2024Nemes Rush Group LLC258,242$17.49M2.4%+2.4%0.003%
8/16/2024Magnolia Capital Advisors LLC136,237$9.23M0.3%N/A0.002%
8/16/2024Copperwynd Financial LLC12,605$865K0.3%N/A0.000%
8/16/2024Creative Planning1,717,367$116.28M0.1%+4.7%0.021%
8/16/2024Buck Wealth Strategies LLC109,885$7.44M2.2%N/A0.001%
8/16/2024Duff & Phelps Investment Management Co.9,817$665K0.0%-80.1%0.000%
8/16/2024Annandale Capital LLC86,260$5.84M1.0%-0.8%0.001%
8/16/2024Ascent Group LLC128,570$8.71M0.7%-2.3%0.002%
8/16/2024Driehaus Capital Management LLC13,461$911K0.0%+25.2%0.000%
8/16/2024MidWestOne Financial Group Inc.30,376$2.06M0.4%-2.1%0.000%
8/16/2024Empirical Capital Management LLC170,000$11.51M8.2%-11.5%0.002%
8/16/2024Texas Capital Bank Wealth Management Services Inc3,994$270K0.0%N/A0.000%
8/16/2024Kathmere Capital Management LLC44,866$3.04M0.3%+14.8%0.001%
8/16/2024Raab & Moskowitz Asset Management LLC94,920$6.43M1.7%-1.3%0.001%
8/15/2024Arkos Global Advisors22,184$1.50M0.2%+7.8%0.000%
8/15/2024Susquehanna Fundamental Investments LLC668,493$45.26M1.0%N/A0.008%
8/15/2024Comerica Bank1,739,769$117.80M0.5%-6.2%0.022%
8/15/2024Beaird Harris Wealth Management LLC2,726$185K0.0%+44.8%0.000%
8/15/2024Security National Bank of Sioux City Iowa IA38,721$2.62M1.9%-1.4%0.000%
8/15/2024Security National Bank of SO Dak48,006$3.25M1.9%+1.4%0.001%
8/15/2024Smith Thornton Advisors LLC16,640$1.13M0.8%N/A0.000%
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8/15/2024First County Bank CT12,824$868K0.4%-8.3%0.000%
8/15/2024Shellback Capital LP310,000$20.99M1.5%-18.1%0.004%
8/15/2024Legal & General Group Plc36,282,740$2.46B0.5%+1.8%0.451%
8/15/2024Lighthouse Investment Partners LLC180,000$12.19M0.5%-53.0%0.002%
8/15/2024Mackenzie Financial Corp4,592,715$310.97M0.5%+0.8%0.057%
8/15/2024The Manufacturers Life Insurance Company11,799,701$798.96M0.7%-29.2%0.147%
8/15/2024Maplelane Capital LLC130,000$8.80M0.3%-87.0%0.002%
8/15/2024MBB Public Markets I LLC314,186$21.27M0.4%+2,233.2%0.004%
8/15/2024Daymark Wealth Partners LLC143,636$9.73M0.4%+9.7%0.002%
8/15/2024Deerfield Management Company L.P. Series C10,384$703K0.0%+84.2%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, 3,437 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 ($9.44B), Biltmore Wealth Management LLC ($8.39B), Carl Stuart Investment Advisor Inc. ($4.21B), Geode Capital Management LLC ($4.00B), and Morgan Stanley ($3.85B).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 3,139 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. ($277.11M), Price T Rowe Associates Inc. MD ($38.78M), Norges Bank ($23.31M), Bank of New York Mellon Corp ($18.87M), Raymond James & Associates ($12.17M), and BlueSpruce Investments LP ($10.33M).

How much institutional buying is happening at Walmart?

Institutional investors have bought a total of 1,584,378,174 shares in the last 24 months. This purchase volume represents approximately $87.69B in transactions.

Which Walmart major shareholders have been selling company stock?

Of the 2,149 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 ($7.46M), GQG Partners LLC ($6.97M), EP Wealth Advisors LLC ($5.50M), First Eagle Investment Management LLC ($5.36M), The Manufacturers Life Insurance Company ($4.86M), Dimensional Fund Advisors LP ($4.59M), and Renaissance Technologies LLC ($3.86M).

How much institutional selling is happening at Walmart?

Institutional investors have sold a total of 135,705,788 shares in the last 24 months. This volume of shares sold represents approximately $7.38B in transactions.



This page (NYSE:WMT) was last updated on 10/2/2024 by MarketBeat.com Staff
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