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Walmart (WMT) Institutional Ownership

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$59.85
-0.56 (-0.93%)
(As of 05/14/2024 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)
2455
Total
Institutional Inflows
(last 12 months)
$77.44B
Number of
Institutional Sellers
(last 12 months)
1446
Total
Institutional Outflows
(last 12 months)
$2.32B
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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
5/14/2024Fayez Sarofim & Co1,623,478$97.69M0.3%+197.3%0.020%
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%
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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%
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%
5/11/2024 Hillsdale Investment Management Inc.4,666$281K0.0%+164.8%0.000%
5/11/2024 Orion Capital Management LLC1,114$67K0.0%+140.6%0.000%
5/11/2024 Capital Wealth Alliance LLC3,655$220K0.1%N/A0.000%
5/11/2024 Ironwood Investment Counsel LLC34,830$2.10M0.4%+191.2%0.000%
5/11/2024 Catalytic Wealth RIA LLC35,824$2.16M0.4%+303.2%0.000%
5/11/2024 Jacobi Capital Management LLC122,288$7.36M0.7%+199.5%0.002%
5/11/2024 Mark Sheptoff Financial Planning LLC2,800$168K0.1%-16.0%0.000%
5/11/2024 Edgestream Partners L.P.70,145$4.22M0.2%+270.0%0.001%
5/11/2024 Strait & Sound Wealth Management LLC17,157$1.03M0.6%+192.5%0.000%
5/11/2024 Nicola Wealth Management LTD.280,200$16.86M1.9%+102.5%0.003%
5/11/2024 Hutner Capital Management Inc.67,312$4.05M2.2%+198.8%0.001%
5/11/2024 Patten & Patten Inc. TN235,625$14.18M1.0%+216.1%0.003%
5/10/2024 Allstate Corp14,538$875K0.1%+229.1%0.000%
5/10/2024 Ontario Teachers Pension Plan Board23,596$1.42M0.0%+24.4%0.000%
5/10/2024 Osaic Holdings Inc.1,751,583$105.38M0.2%+136.3%0.022%
5/10/2024 Connors Investor Services Inc.4,200$253K0.0%+200.0%0.000%
5/10/2024 Acadian Asset Management LLC1,726,511$103.86M0.4%+210.7%0.021%
5/10/2024 Fiducient Advisors LLC19,026$1.15M0.2%+269.1%0.000%
5/10/2024 TIAA Trust National Association489,618$29.46M0.1%+189.4%0.006%
5/10/2024 Vanguard Group Inc.411,745,334$24.77B0.5%+199.4%5.110%
5/10/2024 Alera Investment Advisors LLC6,302$379K0.1%+214.6%0.000%
5/10/2024 Cornerstone Advisors LLC373,000$22.44M0.9%+163.2%0.005%
5/10/2024 Viawealth LLC18,363$1.11M0.7%+204.0%0.000%
5/10/2024 Spirepoint Private Client LLC68,849$4.14M0.6%N/A0.001%
5/10/2024 Westfield Capital Management Co. LP1,147,368$69.04M0.4%+189.2%0.014%
5/10/2024 Intech Investment Management LLC1,138,948$68.53M1.0%+121.4%0.014%
5/10/2024 Garrison Asset Management LLC12,163$732K0.4%+194.5%0.000%
5/10/2024 Clearstead Trust LLC5,286$318K0.1%+207.5%0.000%
5/10/2024 Hoey Investments Inc.26,778$1.61M0.4%+251.5%0.000%
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5/10/2024 Nicolet Advisory Services LLC41,024$2.45M0.2%+200.7%0.001%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp3,306,128$198.85M0.5%+183.4%0.041%
5/10/2024 Pinnacle Wealth Planning Services Inc.25,264$1.52M0.2%+201.9%0.000%
5/10/2024 Te Ahumairangi Investment Management Ltd173,027$10.41M1.8%+192.5%0.002%
5/10/2024 Councilmark Asset Management LLC62,370$3.75M2.7%N/A0.001%
5/10/2024 Towercrest Capital Management4,010$241K0.0%+198.1%0.000%
5/10/2024 First Foundation Advisors22,363$1.35M0.1%+220.8%0.000%
5/10/2024 Pinkerton Retirement Specialists LLC62,186$3.74M0.6%+252.4%0.001%
5/10/2024 Mizuho Markets Americas LLC197,618$11.89M0.3%+613.6%0.002%
5/10/2024 Poehling Capital Management INC.5,383$324K0.1%+208.5%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, 3,331 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 3,037 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), Norges Bank ($23.31M), Bank of New York Mellon Corp ($18.87M), Raymond James & Associates ($9.92M), Fisher Asset Management LLC ($9.24M), and Swiss National Bank ($8.67M).

How much institutional buying is happening at Walmart?

Institutional investors have bought a total of 1,479,096,115 shares in the last 24 months. This purchase volume represents approximately $80.70B 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 5/14/2024 by MarketBeat.com Staff

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