Free Trial
Memorial Day Savings! Save $100 on MarketBeat All Access
Claim Your Discount
Claim MarketBeat All Access Sale Promotion

Walmart (WMT) Institutional Ownership

Walmart logo
$121.98 -8.87 (-6.78%)
As of 02:31 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
26.76%
Number of
Institutional Buyers
(last 12 months)
3167
Total
Institutional Inflows
(last 12 months)
$46.70B
Number of
Institutional Sellers
(last 12 months)
2443
Total
Institutional Outflows
(last 12 months)
$18.27B
Get WMT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Walmart stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
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%
5/20/2026 Arete 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%
5/19/2026 Front Row Advisors LLC35,000$4.36M1.5%-0.4%0.000%
5/19/2026 Sonoma Allocations LLC6,663$816K0.3%-19.0%0.000%
5/19/2026 Orographic Financial Advisors LLC7,091$883K0.6%N/A0.000%
5/19/2026 Cim Investment Management Inc.16,491$2.05M0.5%-0.5%0.000%
5/19/2026 Silicon Valley Capital Partners2,889$359K0.0%+52.8%0.000%
5/19/2026 Cornerstone Wealth LLC TN24,137$3.08M1.8%N/A0.000%
5/19/2026 Paragon Private Wealth Management LLC11,958$1.49M0.5%+5.8%0.000%
5/19/2026 Royal Fund Management LLC92,867$11.55M1.1%-50.5%0.001%
5/19/2026 Ariadne Wealth Management LP2,945$367K0.2%-15.2%0.000%
5/19/2026 Bank of America Corp DE65,844,247$8.18B0.6%-4.8%0.826%
5/19/2026 Twin Lakes Capital Management LLC2,792$347K0.1%-16.3%0.000%
5/19/2026 Strait & Sound Wealth Management LLC25,443$3.16M1.2%+0.3%0.000%
5/19/2026 Edgestream Partners L.P.33,183$4.12M0.1%+6.5%0.000%
5/19/2026 RBF Capital LLC102,822$12.78M0.6%-32.7%0.001%
5/19/2026 Kentucky Retirement Systems133,575$16.60M0.6%-51.1%0.002%
5/19/2026 Chesapeake Wealth Management22,967$2.85M0.9%-8.4%0.000%
5/19/2026 Janus Henderson Group PLC772,518$96.01M0.0%-6.4%0.010%
5/19/2026 Centaurus Financial Inc.101,984$12.68M0.6%-6.2%0.001%
5/19/2026 Oddo BHF Asset Management Sas110,137$13.69M0.5%+2.2%0.001%
5/19/2026 Bull Harbor Capital LLC26,488$3.29M0.9%N/A0.000%
5/19/2026 Strategic Investment Advisors MI15,122$1.88M0.1%+22.8%0.000%
5/19/2026 Ashton Thomas Securities LLC22,392$2.78M0.3%+142.2%0.000%
5/19/2026 Arkadios Wealth Advisors291,100$36.18M0.6%+10.6%0.004%
5/19/2026 South Dakota Investment Council30,521$3.79M0.1%-26.4%0.000%
5/19/2026 Claris Financial LLC8,896$1.11M0.6%+2.4%0.000%
5/19/2026 Altshuler Shaham Ltd25,444$3.16M0.1%+105.0%0.000%
5/19/2026 Encore Global Management LP1,000$124K0.1%N/A0.000%
5/19/2026 Arete Wealth Advisors LLC71,317$8.86M0.6%+14.6%0.001%
5/19/2026 Opal Capital LLC2,130$265K0.0%-93.0%0.000%
5/18/2026 Sunbelt Securities Inc.55,023$6.84M0.4%-3.6%0.001%
5/18/2026 Guardian Partners Inc.121,299$15.12M1.3%-3.0%0.002%
5/18/2026 Amundi14,403,631$1.79B0.5%-9.6%0.181%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
5/18/2026 EverSource Wealth Advisors LLC113,451$14.10M0.4%+24.8%0.001%
5/18/2026 Talon Private Wealth LLC67,323$8.37M1.1%N/A0.001%
5/18/2026 California State Teachers Retirement System6,693,281$831.84M0.9%-2.3%0.084%
5/18/2026 Core Wealth Advisors Inc.5,289$657K0.2%+15.5%0.000%
5/18/2026 Resources Management Corp CT ADV47,566$5.91M0.8%-3.7%0.001%
5/18/2026 ROI Financial Advisors LLC56,095$6.97M4.2%+0.7%0.001%
5/18/2026 Richwood Investment Advisors LLC1,893$235K0.2%+11.8%0.000%
5/18/2026 Rokos Capital Management LLP160,581$19.96M0.2%N/A0.002%
5/18/2026 East Coast Asset Management LLC.2,605$324K0.1%-4.6%0.000%
5/18/2026 Empowered Funds LLC410,005$50.96M0.3%+14.9%0.005%
5/18/2026 Envision Financial Planning LLC1,776$221K0.1%N/A0.000%
5/18/2026 Evelyn Partners Investment Management LLP222,464$27.65M0.8%-6.2%0.003%
5/18/2026 Evelyn Partners Investment Management Services Ltd23,138$2.88M0.3%+45.0%0.000%
5/18/2026 Evercore Wealth Management LLC78,258$9.73M0.2%-1.3%0.001%
5/16/2026 The Manufacturers Life Insurance Company 4,499,366$559.18M0.5%-12.0%0.056%
5/16/2026 Mittelman Wealth Management3,860$480K0.3%-16.4%0.000%
5/16/2026 KCM Investment Advisors LLC557,356$69.27M2.3%-1.3%0.007%
5/16/2026 Measured Risk Portfolios Inc.1,695$211K0.2%N/A0.000%
5/16/2026 IMG Wealth Management Inc.2,139$266K0.2%-8.0%0.000%
5/16/2026 Glen Eagle Advisors LLC97,901$12.17M1.7%-6.2%0.001%
5/16/2026 Excelsior Advisor Network LLC15,815$1.97M0.7%+21.9%0.000%
5/16/2026 Quantinno Capital Management LP2,883,741$358.39M0.6%+22.6%0.036%
5/16/2026 Copley Financial Group Inc.4,882$607K0.4%-3.3%0.000%
5/16/2026 SummitTX Capital L.P.46,625$5.80M0.2%-82.0%0.001%
5/16/2026 Lazard Asset Management LLC766,542$95.27M0.2%+28.0%0.010%
5/16/2026 Jessup Wealth Management Inc1,895$235K0.1%+90.6%0.000%
5/15/2026 Intelligence Driven Advisers LLC6,203$771K0.1%+21.2%0.000%
5/15/2026 Gateway Wealth Partners LLC36,969$4.60M0.2%+220.1%0.000%
5/15/2026 Turim 21 Investimentos Ltda.296$37K0.0%N/A0.000%
5/15/2026 Wealth Watch Advisors INC3,969$493K0.2%+109.0%0.000%
5/15/2026 Blue Chip Partners LLC24,059$2.99M0.2%-0.9%0.000%
5/15/2026 Quadcap Wealth Management LLC51,989$6.46M0.7%-0.4%0.001%
5/15/2026 Delta Global Management LP559,513$69.54M5.7%-8.9%0.007%
5/15/2026 Cypress Capital Group140,470$17.46M1.9%-2.4%0.002%
5/15/2026 Everest Financial Group LLC4,092$509K0.1%+74.6%0.000%
5/15/2026 OMERS ADMINISTRATION Corp388,813$48.32M0.3%+86.8%0.005%
5/15/2026 44 Wealth Management LLC23,906$2.97M1.0%-4.6%0.000%
5/15/2026 FreeGulliver LLC5,158$641K0.3%-5.2%0.000%
5/15/2026 Van Diest Capital LLC4,930$613K0.5%+132.7%0.000%
5/15/2026 Bradley Foster & Sargent Inc. CT508,791$63.23M1.0%-1.0%0.006%
5/15/2026 Lombard Odier Asset Management Switzerland SA249,381$30.99M1.2%+36.1%0.003%
5/15/2026 Mustico Financial Group Inc.2,113$263K0.2%N/A0.000%
5/15/2026 Aristotle Atlantic Partners LLC14,715$1.83M0.1%N/A0.000%
5/15/2026 Waverly Advisors LLC400,457$49.77M0.4%-0.4%0.005%
5/15/2026 Wealth Alliance LLC23,135$2.88M0.3%-15.0%0.000%
5/15/2026 Cumberland Partners Ltd419,100$52.09M4.0%-30.1%0.005%
5/15/2026 Vivaldi Capital Management LP23,291$2.90M0.4%-0.9%0.000%
5/15/2026 Epoch Investment Partners Inc.310,444$38.58M0.2%-29.1%0.004%
5/15/2026 TCM Advisors LLC7,700$957K0.1%-10.5%0.000%
5/15/2026 Sustainable Insight Capital Management LLC22,891$2.85M1.0%+77.6%0.000%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

5/15/2026 SRB Corp620,579$77.13M4.7%-14.6%0.008%
5/15/2026 Empirical Finance LLC142,431$17.70M0.8%-0.1%0.002%
5/15/2026 Bridgewater Advisors Inc.23,492$3.09M0.2%-0.5%0.000%
5/15/2026 Cannell & Spears LLC42,422$5.26M0.1%-8.4%0.001%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund4,722,474$586.91M0.9%+588.5%0.059%
5/14/2026 Dai ichi Life Insurance Company Ltd351,064$43.63M1.3%-11.5%0.004%
5/14/2026 Renaissance Technologies LLC9,223$1.15M0.0%-97.0%0.000%
5/14/2026 Bollard Group LLC327,537$40.71M1.2%+15.1%0.004%
5/14/2026 Gabelli Funds LLC155,200$19.29M0.1%-0.4%0.002%
5/14/2026 Hilltop Holdings Inc.64,848$8.06M0.7%-54.1%0.001%


WMT Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,733 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 4,174 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 447,974,047 shares in the last 24 months. This purchase volume represents approximately $46.70B in transactions.

Of the 2,441 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 172,141,274 shares in the last 24 months. This volume of shares sold represents approximately $18.27B in transactions.



This page (NASDAQ:WMT) was last updated on 5/21/2026 by MarketBeat.com Staff.
From Our Partners