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Walmart (WMT) Institutional Ownership

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$59.82
+0.11 (+0.18%)
(As of 05/3/2024 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)
2410
Total
Institutional Inflows
(last 12 months)
$56.52B
Number of
Institutional Sellers
(last 12 months)
1556
Total
Institutional Outflows
(last 12 months)
$3.14B
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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
5/4/2024Hemington Wealth Management4,414$266K0.1%+184.2%0.000%
5/4/2024Howland Capital Management LLC187,555$11.29M0.5%+5,139.0%0.002%
5/4/2024SPC Financial Inc.63,391$3.81M0.4%+466.6%0.001%
5/4/2024Evolution Advisers Inc.3,469$209K0.1%+201.4%0.000%
5/4/2024PrairieView Partners LLC595$36K0.0%+302.0%0.000%
5/4/2024Geneva Capital Management LLC37,906$2.28M0.0%+185.8%0.000%
5/4/2024Keener Financial Planning LLC5,274$318K0.2%+214.9%0.000%
5/4/2024Noesis Capital Mangement Corp3,537$213K0.0%N/A0.000%
5/4/2024Geneos Wealth Management Inc.60,229$3.62M0.2%+224.7%0.001%
5/4/2024Riggs Asset Managment Co. Inc.90,364$5.44M1.6%+202.7%0.001%
5/4/20249258 Wealth Management LLC39,307$2.37M0.4%+203.0%0.000%
5/4/2024Lester Murray Antman dba SimplyRich44,052$2.65M0.9%+200.9%0.001%
5/4/2024Gould Asset Management LLC CA15,335$923K0.2%+199.0%0.000%
5/4/2024Valley Wealth Managers Inc.3,249$196K0.0%+199.7%0.000%
5/4/2024Team Hewins LLC25,349$1.53M0.2%+205.9%0.000%
5/4/2024Ogorek Anthony Joseph NY ADV684$41K0.0%+200.0%0.000%
5/4/2024Affinity Investment Advisors LLC5,265$317K0.2%+200.0%0.000%
5/4/2024Commonwealth Retirement Investments LLC8,482$510K0.2%+201.4%0.000%
5/4/2024Paulson Wealth Management Inc.6,411$386K0.1%+191.3%0.000%
5/4/2024Csenge Advisory Group120,829$7.27M0.4%+205.7%0.001%
5/4/2024Richardson Financial Services Inc.11,176$672K0.5%+172.3%0.000%
5/4/2024Capital Management Associates NY22,200$1.34M1.6%+200.0%0.000%
5/3/2024Signaturefd LLC142,139$8.55M0.2%+202.0%0.002%
5/3/2024FDx Advisors Inc.6,491$391K0.1%+7.1%0.000%
5/3/2024Evergreen Wealth Management LLC6,000$361K0.2%+200.0%0.000%
5/3/2024Embree Financial Group8,898$535K0.1%+225.1%0.000%
5/3/2024Gold Investment Management Ltd.49,573$2.98M1.2%+200.6%0.001%
5/3/2024CV Advisors LLC83,819$5.04M2.8%-13.7%0.001%
5/3/2024STAR Financial Bank9,159$551K0.5%+198.0%0.000%
5/3/2024Carson Advisory Inc.10,144$610K0.4%+206.5%0.000%
5/3/2024Catalina Capital Group LLC15,839$953K0.4%+731.9%0.000%
5/3/2024Avidian Wealth Solutions LLC40,235$2.42M0.1%+209.5%0.000%
5/3/2024TFB Advisors LLC13,893$818K0.3%+261.1%0.000%
5/3/2024Mediolanum International Funds Ltd541,399$32.87M0.5%N/A0.007%
5/3/2024RIA Advisory Group LLC77,776$4.68M1.9%N/A0.001%
5/3/2024Larson Financial Group LLC27,595$1.66M0.1%+196.6%0.000%
5/3/2024Callan Capital LLC21,965$1.32M0.1%+277.3%0.000%
5/3/2024MRA Advisory Group16,157$972K0.6%+243.8%0.000%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors38,911$2.34M0.3%+494.2%0.000%
5/3/2024Schwarz Dygos Wheeler Investment Advisors LLC3,325$200K0.1%+150.6%0.000%
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5/3/2024Westchester Capital Management Inc.285,715$17.19M4.3%+197.6%0.004%
5/3/2024Rehmann Capital Advisory Group73,181$4.40M0.3%+280.8%0.001%
5/3/2024Chevy Chase Trust Holdings LLC2,391,072$143.87M0.5%+197.1%0.030%
5/3/2024Etfidea LLC7,174$432K0.1%+25.0%0.000%
5/3/2024Commerce Bank917,625$55.21M0.4%+189.4%0.011%
5/3/2024Wellington Shields Capital Management LLC23,670$1.42M0.3%+201.9%0.000%
5/3/2024Easterly Investment Partners LLC117,239$7.05M0.5%+85.1%0.001%
5/3/2024Wellington Shields & Co. LLC32,284$1.94M0.7%+200.1%0.000%
5/3/2024AA Financial Advisors LLC9,507$572K0.2%N/A0.000%
5/3/2024GSA Capital Partners LLP24,100$1.45M0.1%N/A0.000%
5/3/2024BI Asset Management Fondsmaeglerselskab A S188,312$11.33M0.2%+308.4%0.002%
5/3/2024Boomfish Wealth Group LLC21,707$1.31M0.9%+201.5%0.000%
5/3/2024United Community Bank15,429$928K0.4%+189.9%0.000%
5/3/2024CapWealth Advisors LLC8,826$531K0.1%+201.2%0.000%
5/3/2024Proficio Capital Partners LLC87,968$5.29M0.6%+181.0%0.001%
5/3/2024Comprehensive Financial Consultants Institutional Inc.61,188$3.68M1.5%+199.0%0.001%
5/3/2024Liberty Wealth Management LLC4,485$270K0.1%N/A0.000%
5/3/2024Central Pacific Bank Trust Division24,039$1.44M0.2%N/A0.000%
5/3/2024Smith Salley Wealth Management62,062$3.73M0.3%+152.9%0.001%
5/3/2024Absolute Capital Management LLC6,146$370K0.2%N/A0.000%
5/3/2024Franklin Parlapiano Turner & Welch LLC9,630$579K0.2%+200.0%0.000%
5/3/2024Meridian Management Co.140,880$8.48M2.3%+200.2%0.002%
5/3/2024Wulff Hansen & CO.13,938$839K0.8%+200.0%0.000%
5/3/2024Whittier Trust Co. of Nevada Inc.140,904$8.48M0.2%+214.5%0.002%
5/3/2024Patron Partners LLC13,697$824K0.5%+242.1%0.000%
5/3/2024Whittier Trust Co.320,991$19.31M0.3%+193.3%0.004%
5/2/2024Mutual Advisors LLC145,334$8.75M0.3%+242.8%0.002%
5/2/2024Diversified LLC10,754$647K0.1%+251.7%0.000%
5/2/2024Smart Money Group LLC9,152$543K0.2%+207.9%0.000%
5/2/2024Salomon & Ludwin LLC2,418$145K0.0%+467.6%0.000%
5/2/2024RiverFront Investment Group LLC490,056$29.49M0.8%+234.0%0.006%
5/2/2024Cliftonlarsonallen Wealth Advisors LLC17,003$1.02M0.0%N/A0.000%
5/2/2024Pegasus Asset Management Inc.41,089$2.47M1.0%+213.3%0.001%
5/2/2024USAdvisors Wealth Management LLC8,366$508K0.2%+155.7%0.000%
5/2/2024Blume Capital Management Inc.2,769$167K0.0%+200.0%0.000%
5/2/2024New England Capital Financial Advisors LLC8,035$483K0.3%+204.2%0.000%
5/2/2024Financial Counselors Inc.928,410$55.86M0.9%+196.6%0.012%
5/2/2024Peregrine Asset Advisers Inc.5,970$359K0.1%+200.0%0.000%
5/2/2024AlphaQ Advisors LLC51,999$3.13M1.9%+192.3%0.001%
5/2/2024Shoker Investment Counsel Inc.4,617$277K0.1%+200.2%0.000%
5/2/2024Jennison Associates LLC3,281,029$197.42M0.1%+120.0%0.041%
5/2/2024Mutual of America Capital Management LLC593,697$35.72M0.4%+195.6%0.007%
5/2/2024Hudock Inc.12,595$758K0.2%+201.0%0.000%
5/2/2024Conservest Capital Advisors Inc.4,417$266K0.0%+200.7%0.000%
5/2/2024Summit Financial Wealth Advisors LLC23,536$1.42M0.3%+200.9%0.000%
5/2/2024Centerpoint Advisors LLC6,375$384K0.1%+200.0%0.000%
5/2/2024Baron Silver Stevens Financial Advisors LLC6,363$383K0.1%+151.2%0.000%
5/2/2024FinTrust Capital Advisors LLC30,292$1.82M0.4%+206.0%0.000%
5/2/2024Daiwa Securities Group Inc.525,668$31.63M0.2%+151.5%0.007%
5/2/2024Graypoint LLC81,632$4.91M0.4%+196.1%0.001%
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5/2/2024Hardy Reed LLC11,096$668K0.1%+221.6%0.000%
5/2/2024Stack Financial Management Inc1,101,163$66.26M6.1%+198.2%0.014%
5/2/2024Haverford Trust Co66,933$4.03M0.0%+223.4%0.001%
5/2/2024Lwmg LLC7,065$425K0.1%+244.5%0.000%
5/2/2024Consolidated Planning Corp100,051$6.02M1.0%+210.7%0.001%
5/2/2024Pittenger & Anderson Inc.144,961$8.72M0.4%+200.2%0.002%
5/2/2024Quent Capital LLC22,347$1.35M0.2%+219.6%0.000%
5/2/2024Gilbert & Cook Inc.26,552$1.60M0.2%+200.0%0.000%
5/2/2024Nordea Investment Management AB3,078,374$186.21M0.2%+192.0%0.038%
5/2/2024Horan Securities Inc.10,355$623K0.3%+280.3%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, 3,344 institutional investors and hedge funds held shares of Walmart. The most heavily invested institutionals were Vanguard Group Inc. ($21.68B), 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 3,027 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 ($821.67M), Norges Bank ($23.31M), Bank of New York Mellon Corp ($18.87M), Raymond James & Associates ($9.92M), Fisher Asset Management LLC ($9.24M), Sumitomo Mitsui Trust Holdings Inc. ($8.29M), and Raymond James Financial Services Advisors Inc. ($5.34M).

How much institutional buying is happening at Walmart?

Institutional investors have bought a total of 1,138,855,579 shares in the last 24 months. This purchase volume represents approximately $60.04B in transactions.

Which Walmart major shareholders have been selling company stock?

Of the 2,222 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), Fisher Asset Management LLC ($4.50M), California Public Employees Retirement System ($3.62M), and Deutsche Bank AG ($3.23M).

How much institutional selling is happening at Walmart?

Institutional investors have sold a total of 139,516,794 shares in the last 24 months. This volume of shares sold represents approximately $6.63B in transactions.


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This page (NYSE:WMT) was last updated on 5/4/2024 by MarketBeat.com Staff

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