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Walmart (WMT) Institutional Ownership

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$59.83
-0.03 (-0.05%)
(As of 05/15/2024 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)
2473
Total
Institutional Inflows
(last 12 months)
$78.48B
Number of
Institutional Sellers
(last 12 months)
1447
Total
Institutional Outflows
(last 12 months)
$2.33B
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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
5/15/2024Kestra Advisory Services LLC657,027$39.55M0.3%+239.5%0.008%
5/15/2024Beck Capital Management LLC57,368$3.45M1.0%+265.4%0.001%
5/15/2024Steel Grove Capital Advisors LLC4,488$270K0.0%+205.7%0.000%
5/15/2024Lazard Asset Management LLC425,387$25.60M0.0%+500.4%0.005%
5/15/2024Bank of Nova Scotia Trust Co.5,910$356K0.0%+200.0%0.000%
5/15/2024Epoch Investment Partners Inc.2,458,279$147.92M0.7%+286.6%0.031%
5/15/2024LRI Investments LLC26,528$1.60M0.2%N/A0.000%
5/15/20241832 Asset Management L.P.1,294,147$77.87M0.0%+202.0%0.016%
5/15/2024Linscomb Wealth Inc.19,994$1.20M0.1%+189.6%0.000%
5/15/2024Truvestments Capital LLC7,407$446K0.2%+188.4%0.000%
5/15/2024Quadrature Capital Ltd208,988$12.58M0.2%+48.4%0.003%
5/15/2024Guardian Capital Advisors LP159,922$9.54M1.0%+99.4%0.002%
5/15/2024Huber Capital Management LLC4,500$271K0.1%+200.0%0.000%
5/15/2024Gabelli Funds LLC160,110$9.63M0.1%+199.3%0.002%
5/15/2024Gamco Investors INC. ET AL74,195$4.46M0.0%+193.3%0.001%
5/15/2024Stonebridge Capital Advisors LLC261,986$15.76M1.4%+204.0%0.003%
5/14/2024Canada Pension Plan Investment Board11,122,273$669.23M0.7%+284.0%0.138%
5/14/2024Biltmore Family Office LLC16,733$1.01M0.2%+200.0%0.000%
5/14/2024Westwood Holdings Group Inc.1,531,461$92.15M0.7%+168.9%0.019%
5/14/2024JT Stratford LLC53,423$3.21M0.6%+331.8%0.001%
5/14/2024Toronto Dominion Bank1,659,504$99.85M0.2%+79.6%0.021%
5/14/2024Atalanta Sosnoff Capital LLC918,540$55.27M1.3%+197.3%0.011%
5/14/2024Sheaff Brock Investment Advisors LLC62,111$3.74M0.2%+190.6%0.001%
5/14/2024Cadence Bank334,398$20.12M1.5%+200.3%0.004%
5/14/2024Pinnbrook Capital Management LP199,445$12.00M1.0%+1,442.5%0.002%
5/14/2024First Commonwealth Financial Corp PA 26,906$1.62M0.4%+201.2%0.000%
5/14/2024Advisors Asset Management Inc.610,109$36.71M0.7%+239.3%0.008%
5/14/2024Axxcess Wealth Management LLC220,269$13.25M0.4%+163.5%0.003%
5/14/2024EP Wealth Advisors LLC147,598$8.88M0.1%+209.4%0.002%
5/14/2024Carlson Capital L P104,300$6.28M0.5%+83.3%0.001%
5/14/2024Wellington Wealth Strategies LLC.25,792$1.55M0.7%N/A0.000%
5/14/2024Freestone Capital Holdings LLC99,517$5.99M0.2%+212.7%0.001%
5/14/2024Covington Investment Advisors Inc.127,280$7.66M1.3%+185.5%0.002%
5/14/2024CreativeOne Wealth LLC58,785$3.54M0.1%+327.9%0.001%
5/14/2024Delta Global Management LP1,347,618$81.09M6.2%+1,052.4%0.017%
5/14/2024Delap Wealth Advisory LLC37,060$2.23M0.9%+137.1%0.000%
5/14/2024EntryPoint Capital LLC423$25K0.0%N/A0.000%
5/14/2024Vident Advisory LLC85,390$5.14M0.1%-19.0%0.001%
5/14/2024Sculati Wealth Management LLC8,454$509K0.2%+163.0%0.000%
5/14/2024Fayez Sarofim & Co1,623,478$97.69M0.3%+197.3%0.020%
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5/14/2024LGT Group Foundation61,463$3.70M0.1%+83.9%0.001%
5/14/2024Shell Asset Management Co.33,180$2.00M0.1%+289.6%0.000%
5/14/2024Sax Wealth Advisors LLC6,851$412K0.0%N/A0.000%
5/14/2024Northwest Wealth Management LLC26,127$1.57M0.4%+208.6%0.000%
5/14/2024Mattern Wealth Management LLC56,984$3.43M0.8%+210.6%0.001%
5/14/2024Mattern Capital Management LLC169,869$10.22M1.4%+201.9%0.002%
5/14/2024Payden & Rygel Investment Group636,000$38.27M1.8%N/A0.008%
5/14/2024Crewe Advisors LLC7,705$464K0.1%N/A0.000%
5/14/2024Elgethun Capital Management22,945$1.39M0.4%+244.1%0.000%
5/14/2024Leelyn Smith LLC77,262$4.65M0.9%+193.4%0.001%
5/14/2024Evermay Wealth Management LLC6,228$376K0.1%+198.4%0.000%
5/14/2024 Ossiam958,955$57.70M1.0%+1,278.6%0.012%
5/14/2024 Natixis921,820$55.47M0.3%+96.7%0.011%
5/14/2024 InterOcean Capital Group LLC1,710,257$102.91M2.5%+211.0%0.021%
5/14/2024 Tiemann Investment Advisors LLC12,218$735K0.3%+186.8%0.000%
5/14/2024 GQG Partners LLC53,457$3.22M0.0%+189.6%0.001%
5/14/2024 Pitcairn Co.27,215$1.64M0.1%+215.6%0.000%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund1,671,270$100.56M0.3%+353.0%0.021%
5/14/2024 Puzo Michael J15,897$957K0.3%N/A0.000%
5/14/2024 Owen LaRue LLC5,703$343K0.2%+187.3%0.000%
5/14/2024 CANADA LIFE ASSURANCE Co499,184$30.14M0.1%+190.8%0.006%
5/14/2024 Oxford Financial Group LTD. LLC15,246$917K0.1%+207.3%0.000%
5/14/2024 American International Group Inc.1,084,208$65.24M0.2%+199.2%0.013%
5/14/2024 Vaughan David Investments LLC IL29,210$1.76M0.0%+205.6%0.000%
5/14/2024 Twin Capital Management Inc.101,822$6.13M0.8%+187.1%0.001%
5/14/2024 RB Capital Management LLC32,768$1.97M0.5%+231.3%0.000%
5/14/2024 Lake Street Advisors Group LLC30,306$1.83M0.1%+386.6%0.000%
5/13/2024 Financial Gravity Asset Management Inc.34,170$2.06M0.5%-77.3%0.000%
5/13/2024 Bessemer Group Inc.7,575,198$455.80M0.8%+195.6%0.094%
5/13/2024 Atlanta Consulting Group Advisors LLC18,834$1.13M0.4%N/A0.000%
5/13/2024 Capitolis Liquid Global Markets LLC2,768,400$166.58M2.7%+851.3%0.034%
5/13/2024 Delta Asset Management LLC TN561,791$33.80M3.0%+198.5%0.007%
5/13/2024 Safeguard Investment Advisory Group LLC9,296$559K0.2%+166.8%0.000%
5/13/2024 Paragon Capital Management LLC7,044$424K0.2%+217.3%0.000%
5/13/2024 Goepper Burkhardt LLC5,454$330K0.2%+248.7%0.000%
5/13/2024 UniSuper Management Pty Ltd1,306,168$78.59M0.8%+173.4%0.016%
5/13/2024 Clearbridge Investments LLC5,444,264$327.58M0.3%+200.0%0.068%
5/13/2024Cedar Wealth Management LLC678$41K0.0%+200.0%0.000%
5/13/2024 Seven Eight Capital LP98,304$5.92M0.6%+3,388.4%0.001%
5/13/2024 Invesco LLC10,841$652K0.3%+191.5%0.000%
5/13/2024 O Shaughnessy Asset Management LLC769,131$46.28M0.5%+280.7%0.010%
5/13/2024 Ameritas Investment Partners Inc.69,149$4.16M0.1%+195.2%0.001%
5/13/2024 Alerus Financial NA82,062$4.94M0.4%+203.4%0.001%
5/13/2024 Rockport Wealth LLC3,762$226K0.1%N/A0.000%
5/13/2024 PAX Financial Group LLC9,636$580K0.1%+190.3%0.000%
5/13/2024 Penobscot Investment Management Company Inc.47,150$2.84M0.3%+234.2%0.001%
5/13/2024 Signature Estate & Investment Advisors LLC882,795$53.12M1.5%+292.8%0.011%
5/11/2024 Brogan Financial Inc.4,794$288K0.2%N/A0.000%
5/11/2024 Spreng Capital Management Inc.30,051$1.81M1.0%+197.4%0.000%
5/11/2024 Bahl & Gaynor Inc.116,069$6.98M0.0%+200.7%0.001%
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5/11/2024 Peninsula Asset Management Inc.62,580$3.77M2.0%+210.4%0.001%
5/11/2024 Lcnb Corp15,626$940K0.3%+202.0%0.000%
5/11/2024 Gifford Fong Associates65,550$3.94M1.1%+200.0%0.001%
5/11/2024 Trustmark National Bank Trust Department145,738$8.77M0.7%+206.9%0.002%
5/11/2024 Davis R M Inc.11,318$681K0.0%+192.0%0.000%
5/11/2024 Resurgent Financial Advisors LLC27,859$1.68M0.9%+208.3%0.000%
5/11/2024 Covestor Ltd2,556$154K0.1%+207.6%0.000%
5/11/2024 Elevatus Welath Management4,935$297K0.1%+208.2%0.000%
5/11/2024 Peak Asset Management LLC5,490$330K0.1%+199.3%0.000%
5/11/2024 Beaumont Financial Advisors LLC12,583$757K0.1%+370.7%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, 3,335 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 3,045 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 ($820.54M), Vanguard Group Inc. ($277.11M), Price T Rowe Associates Inc. MD ($40.46M), Norges Bank ($23.31M), Bank of New York Mellon Corp ($18.87M), Raymond James & Associates ($9.92M), and Fisher Asset Management LLC ($9.24M).

How much institutional buying is happening at Walmart?

Institutional investors have bought a total of 1,532,432,997 shares in the last 24 months. This purchase volume represents approximately $83.91B in transactions.

Which Walmart major shareholders have been selling company stock?

Of the 2,144 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 ($12.58M), Price T Rowe Associates Inc. MD ($7.46M), EP Wealth Advisors LLC ($5.50M), Dimensional Fund Advisors LP ($4.59M), California Public Employees Retirement System ($3.35M), Deutsche Bank AG ($3.23M), and Envestnet Asset Management Inc. ($3.22M).

How much institutional selling is happening at Walmart?

Institutional investors have sold a total of 126,790,968 shares in the last 24 months. This volume of shares sold represents approximately $6.00B in transactions.


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This page (NYSE:WMT) was last updated on 5/15/2024 by MarketBeat.com Staff

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