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Walmart (WMT) Institutional Ownership

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$113.26 -1.34 (-1.17%)
Closing price 04:00 PM Eastern
Extended Trading
$113.33 +0.07 (+0.06%)
As of 06:22 PM Eastern
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Institutional Ownership Changes (13F Filings) for Walmart (NASDAQ:WMT)

Current
Institutional Ownership
Percentage
26.76%
Number of
Institutional Buyers
(last 12 months)
3176
Total
Institutional Inflows
(last 12 months)
$46.44B
Number of
Institutional Sellers
(last 12 months)
2451
Total
Institutional Outflows
(last 12 months)
$18.29B
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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
6/30/2026VectorGlobal IAG Inc.2,850$354K0.1%N/A0.000%
6/26/2026WealthPoint Financial LLC4,299$534K0.4%+20.9%0.000%
6/24/2026Redwood Investment Management LLC21,792$2.71M0.3%+5.9%0.000%
6/23/2026Ballast Advisors LLC6,559$815K0.2%-1.7%0.000%
6/23/2026MTM Financial Group LLC1,925$239K0.1%+7.1%0.000%
6/22/2026Sapient Capital LLC352,468$43.89M0.7%-9.0%0.004%
6/18/2026Pacer Advisors Inc.384,700$47.81M0.1%+12.4%0.005%
6/18/2026Southern Financial Group LLC3,745$465K0.1%-7.0%0.000%
6/12/2026S&A Financial Services Inc.5,496$683K0.5%N/A0.000%
6/11/2026E Wealth Partners LLC3,321$413K0.3%+5.3%0.000%
6/10/2026Dakota Community Bank & Trust NA2,912$362K1.2%-4.9%0.000%
6/10/2026Curry Webb Wealth Management LLC2,786$346K0.2%N/A0.000%
6/10/2026FAS Wealth Partners Inc.95,876$11.92M0.7%+1.3%0.001%
6/9/2026Rathbones Group PLC986,787$122.64M0.5%-28.8%0.012%
6/8/2026First National Bank of Mount Dora Trust Investment Services83,957$10.43M2.3%-14.7%0.001%
6/8/2026Pine Valley Investments Ltd Liability Co67,968$8.45M0.4%-1.9%0.001%
6/8/2026Farmers National Bank21,926$2.73M0.6%-1.0%0.000%
6/4/2026Evansbrook LLC14,410$1.79M1.2%+2.2%0.000%
6/3/2026Wealthquest Corp10,496$1.30M0.1%+1.5%0.000%
6/3/2026CoreFirst Bank & Trust27,425$3.41M1.8%+23.6%0.000%
6/3/2026Parallel Advisors LLC159,828$19.86M0.4%+2.4%0.002%
6/3/2026NewEdge Advisors LLC2,879,062$357.81M1.3%-2.0%0.036%
6/1/2026Caerus Investment Advisors LLC10,920$1.36M0.6%-17.8%0.000%
6/1/2026First Nebraska Trust Co190,068$23.62M2.2%N/A0.002%
6/1/2026Flagship Wealth Advisors LLC1,877$233K0.1%-47.6%0.000%
6/1/2026Foguth Wealth Management LLC.12,143$1.41M0.2%+19.0%0.000%
6/1/2026Financial Solutions Advisory Group Inc.7,098$882K0.1%N/A0.000%
6/1/2026Integrated Investment Consultants LLC23,423$2.91M0.6%-7.6%0.000%
6/1/2026Dala Group LLC2,416$298K0.2%N/A0.000%
6/1/2026Keel Point LLC61,439$7.64M0.5%-15.4%0.001%
5/29/2026Ipsen Advisor Group LLC17,806$2.21M1.5%-2.2%0.000%
5/29/2026Asset Dedication LLC74,773$9.29M0.7%-8.6%0.001%
5/28/2026Cozad Asset Management Inc.40,612$5.05M0.4%+0.6%0.001%
5/28/2026Blue Fin Capital Inc.55,281$6.87M1.1%-5.0%0.001%
5/28/2026Challenger Wealth Management8,281$1.03M0.8%-3.3%0.000%
5/28/2026Maripau Wealth Management LLC10,952$1.36M0.6%-19.2%0.000%
5/27/2026Alpine Woods Capital Investors LLC6,899$857K0.2%+185.8%0.000%
5/27/2026Allen Capital Group LLC20,115$2.50M0.2%+2.6%0.000%
5/27/2026Security Financial Services INC.13,100$1.63M0.3%-14.6%0.000%
5/27/2026Birmingham Capital Management Co. Inc. AL4,200$522K0.2%-44.0%0.000%
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5/26/2026Serenity Investment Advisors6,177$743K0.3%+6.4%0.000%
5/26/2026Glenmede Trust Co. NA951,368$118.24M0.6%-3.7%0.012%
5/26/2026Summit Financial Wealth Advisors LLC26,922$3.35M0.5%+3.5%0.000%
5/26/2026Axiom Investment Management LLC6,639$825K0.6%N/A0.000%
5/22/2026Summitry LLC11,522$1.43M0.1%+38.8%0.000%
5/22/2026Groupama Asset Managment1,191,317$148.06M2.1%-0.7%0.015%
5/22/2026WNY Asset Management LLC11,277$1.40M0.1%N/A0.000%
5/22/2026Segall Bryant & Hamill LLC156,384$19.44M0.2%-4.8%0.002%
5/22/2026Wellington Grp LLC11,801$1.47M0.5%+6.7%0.000%
5/22/2026Verus Capital Partners LLC15,896$1.98M0.1%-7.2%0.000%
5/21/2026Montchanin Asset Management LLC3,660$455K0.5%N/A0.000%
5/21/2026Raab & Moskowitz Asset Management LLC89,846$11.17M2.5%-1.4%0.001%
5/21/2026Compass Capital Management Inc.492,188$61.17M3.6%-17.6%0.006%
5/21/2026GKV Capital Management Co. Inc.74,975$9.32M3.4%+2.6%0.001%
5/21/2026CTC Alternative Strategies Ltd.6,995$869K2.0%-92.1%0.000%
5/21/2026Essential Partners LLC9,442$1.17M0.4%-2.1%0.000%
5/21/2026Vestor Capital LLC118,389$14.71M1.1%+21,583.0%0.001%
5/21/2026BankChampaign National Association13,450$1.67M1.7%N/A0.000%
5/20/2026Cadia Private Client LLC1,625$202K0.2%N/A0.000%
5/20/2026CCM Investment Advisers LLC200,296$24.89M2.4%-1.3%0.003%
5/20/2026SHUTTLEWORTH & Co15,648$1.95M1.8%+4.6%0.000%
5/20/2026January Capital Advisors LLC2,284$284K0.4%N/A0.000%
5/20/2026Arete Wealth Advisors LLC71,317$8.86M0.5%+14.6%0.001%
5/20/2026SOA Wealth Advisors LLC.32,132$3.99M0.4%+6.2%0.000%
5/20/2026Leigh Baldwin & CO. LLC11,542$1.43M0.9%-6.1%0.000%
5/20/2026TrueWealth Financial Partners1,748$217K0.1%N/A0.000%
5/19/2026Front Row Advisors LLC35,000$4.36M1.5%-0.4%0.000%
5/19/2026Sonoma Allocations LLC6,663$816K0.3%-19.0%0.000%
5/19/2026Orographic Financial Advisors LLC7,091$883K0.6%N/A0.000%
5/19/2026Cim Investment Management Inc.16,491$2.05M0.5%-0.5%0.000%
5/19/2026Silicon Valley Capital Partners2,889$359K0.0%+52.8%0.000%
5/19/2026Cornerstone Wealth LLC TN24,137$3.08M1.8%N/A0.000%
5/19/2026Paragon Private Wealth Management LLC11,958$1.49M0.5%+5.8%0.000%
5/19/2026Royal Fund Management LLC92,867$11.55M1.1%-50.5%0.001%
5/19/2026Ariadne Wealth Management LP2,945$367K0.2%-15.2%0.000%
5/19/2026Bank of America Corp DE65,844,247$8.18B0.6%-4.8%0.826%
5/19/2026Twin Lakes Capital Management LLC2,792$347K0.1%-16.3%0.000%
5/19/2026Strait & Sound Wealth Management LLC25,443$3.16M1.2%+0.3%0.000%
5/19/2026Edgestream Partners L.P.33,183$4.12M0.1%+6.5%0.000%
5/19/2026RBF Capital LLC102,822$12.78M0.6%-32.7%0.001%
5/19/2026Kentucky Retirement Systems133,575$16.60M0.6%-51.1%0.002%
5/19/2026Chesapeake Wealth Management22,967$2.85M0.9%-8.4%0.000%
5/19/2026Janus Henderson Group PLC772,518$96.01M0.0%-6.4%0.010%
5/19/2026Centaurus Financial Inc.101,984$12.68M0.6%-6.2%0.001%
5/19/2026Oddo BHF Asset Management Sas110,137$13.69M0.5%+2.2%0.001%
5/19/2026Bull Harbor Capital LLC26,488$3.29M0.9%N/A0.000%
5/19/2026Strategic Investment Advisors MI15,122$1.88M0.1%+22.8%0.000%
5/19/2026Ashton Thomas Securities LLC22,392$2.78M0.3%+142.2%0.000%
5/19/2026Arkadios Wealth Advisors291,100$36.18M0.6%+10.6%0.004%
5/19/2026South Dakota Investment Council30,521$3.79M0.1%-26.4%0.000%
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5/19/2026Claris Financial LLC8,896$1.11M0.6%+2.4%0.000%
5/19/2026Altshuler Shaham Ltd25,444$3.16M0.1%+105.0%0.000%
5/19/2026Encore Global Management LP1,000$124K0.1%N/A0.000%
5/19/2026Arete Wealth Advisors LLC71,317$8.86M0.6%+14.6%0.001%
5/19/2026Opal Capital LLC2,130$265K0.0%-93.0%0.000%
5/18/2026Sunbelt Securities Inc.55,023$6.84M0.4%-3.6%0.001%
5/18/2026Guardian Partners Inc.121,299$15.12M1.3%-3.0%0.002%
5/18/2026Amundi14,403,631$1.79B0.5%-9.6%0.181%
5/18/2026EverSource Wealth Advisors LLC113,451$14.10M0.4%+24.8%0.001%
5/18/2026Talon Private Wealth LLC67,323$8.37M1.1%N/A0.001%


WMT Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,744 institutional investors and hedge funds held shares of Walmart. The most heavily invested institutionals were Vanguard Group Inc. ($49.02B), State Street Corp ($20.62B), Geode Capital Management LLC ($11.43B), Kingstone Capital Partners Texas LLC ($10.50B), Morgan Stanley ($9.39B), Bank of America Corp DE ($8.18B), and Norges Bank ($6.46B).Learn more on Walmart's institutional investors.

26.76% of Walmart's stock is owned by institutional investors. Learn more on WMT's institutional investor holdings.

Of the 4,176 institutional investors that purchased Walmart's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($176.37M), Kingstone Capital Partners Texas LLC ($104.51M), Nuveen LLC ($28.85M), Raymond James Financial Inc. ($25.65M), Jennison Associates LLC ($22.15M), Vanguard Group Inc. ($19.27M), and Geode Capital Management LLC ($12.59M).

Institutional investors have bought a total of 444,759,649 shares in the last 24 months. This purchase volume represents approximately $46.44B in transactions.

Of the 2,450 institutional investors that sold Walmart's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Laurel Wealth Advisors LLC ($11.37M), Price T Rowe Associates Inc. MD ($10.94M), Amundi ($9.09M), Bank of America Corp DE ($8.44M), Jennison Associates LLC ($4.93M), Invesco Ltd. ($4.17M), and Bank of New York Mellon Corp ($4.14M).

Institutional investors have sold a total of 172,122,992 shares in the last 24 months. This volume of shares sold represents approximately $18.29B in transactions.



This page (NASDAQ:WMT) was last updated on 6/30/2026 by MarketBeat.com Staff.
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