Walmart (WMT) Institutional Ownership

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$104.04 -1.01 (-0.96%)
Closing price 02/14/2025 03:59 PM Eastern
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$104.16 +0.12 (+0.12%)
As of 02/14/2025 07:59 PM Eastern
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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)
3086
Total
Institutional Inflows
(last 12 months)
$58.03B
Number of
Institutional Sellers
(last 12 months)
1711
Total
Institutional Outflows
(last 12 months)
$13.57B
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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
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC25,917,346$2.34B0.5%+11.4%0.323%
2/17/2025USS Investment Management Ltd687,854$62.18M0.5%-15.1%0.009%
2/17/2025Vance Wealth LLC4,048$366K0.1%-15.0%0.000%
2/17/2025Vista Investment Management2,327$210K0.1%-12.0%0.000%
2/17/2025Waverly Advisors LLC303,821$27.45M0.4%+53.1%0.004%
2/17/2025Wesleyan Assurance Society146,250$13.22M1.0%-2.0%0.002%
2/17/2025Whelan Financial4,339$392K0.2%+2.3%0.000%
2/17/2025William B. Walkup & Associates Inc.70,892$6.41M4.1%+0.2%0.001%
2/17/2025Willis Johnson & Associates Inc.17,014$1.54M0.1%-8.1%0.000%
2/17/2025Woodline Partners LP260,675$23.55M0.2%N/A0.003%
2/17/2025Woodson Capital Management LP81,000$7.32M1.2%-0.5%0.001%
2/17/2025Zurich Insurance Group Ltd FI2,767,066$250.00M2.0%+0.6%0.034%
2/17/2025iSAM Funds UK Ltd4,805$434K0.3%-24.0%0.000%
2/17/2025Victrix Investment Advisors42,139$3.81M2.7%N/A0.001%
2/17/2025Vident Advisory LLC508,776$45.97M0.8%+78.6%0.006%
2/17/2025Sovereign s Capital Management LLC5,400$488K0.3%N/A0.000%
2/17/2025Visionary Wealth Advisors162,436$14.68M0.9%-1.3%0.002%
2/17/2025Vista Cima Wealth Management LLC2,804$253K0.3%N/A0.000%
2/17/2025Vivaldi Capital Management LP21,158$2.06M0.3%+47.1%0.000%
2/17/2025Waters Parkerson & CO. LLC149,180$13.48M0.7%+0.7%0.002%
2/17/2025Westwood Holdings Group Inc.1,039,149$93.89M0.7%-19.1%0.013%
2/17/2025Wexford Capital LP23,236$2.10M0.3%-49.2%0.000%
2/17/2025Wimmer Associates 1 LLC14,542$1.31M0.6%-0.8%0.000%
2/17/2025Triglav Skladi D.O.O.291,406$26.33M2.1%N/A0.004%
2/17/2025Trustco Bank Corp N Y22,512$2.03M2.2%-1.4%0.000%
2/17/2025Two Sigma Advisers LP66,900$6.04M0.0%+34.9%0.001%
2/17/2025Two Sigma Investments LP46,400$4.19M0.0%-66.6%0.001%
2/17/2025Texas Bank & Trust Co30,637$2.77M1.1%N/A0.000%
2/17/2025Teza Capital Management LLC32,863$2.97M0.4%N/A0.000%
2/17/2025Tolleson Wealth Management Inc.3,263$295K0.1%N/A0.000%
2/17/2025Trace Wealth Advisors LLC3,000$271K0.2%N/A0.000%
2/17/2025TrinityPoint Wealth LLC66,708$6.03M0.8%-7.9%0.001%
2/17/2025True Wealth Design LLC1,331$120K0.0%+59.2%0.000%
2/17/2025State of Wyoming12,799$1.16M0.1%+791.9%0.000%
2/17/2025Strategic Wealth Partners Ltd.21,855$1.98M0.2%+7.4%0.000%
2/17/2025Strive Asset Management LLC9,583$866K0.7%N/A0.000%
2/17/2025Tang Capital Management LLC17,423$1.57M0.1%+36.9%0.000%
2/17/2025Toronto Dominion Bank2,043,928$184.67M0.3%-12.6%0.025%
2/17/2025Safe Harbor Fiduciary LLC8,403$759K0.8%-3.5%0.000%
2/17/2025Scissortail Wealth Management LLC101,408$9.16M2.3%+25,001.0%0.001%
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2/17/2025Second Line Capital LLC42,277$3.83M1.0%-9.0%0.001%
2/17/2025Sentinus LLC4,818$435K0.1%+11.9%0.000%
2/17/2025Shellback Capital LP210,000$18.97M1.3%-16.0%0.003%
2/17/2025Snowden Capital Advisors LLC268,087$24.28M0.8%-0.7%0.003%
2/17/2025Siemens Fonds Invest GmbH12,567$1.14M0.1%-78.1%0.000%
2/17/2025Skye Global Management LP25,200$2.28M0.0%-75.8%0.000%
2/17/2025Security National Bank of Sioux City Iowa IA37,598$3.40M2.4%-2.3%0.000%
2/17/2025Security National Bank of SO Dak48,048$4.34M2.4%+0.8%0.001%
2/17/2025SGL Investment Advisors Inc.4,734$428K0.2%-8.8%0.000%
2/17/2025Shell Asset Management Co.25,375$2.29M0.1%-2.0%0.000%
2/17/2025Sherbrooke Park Advisers LLC5,721$517K0.2%N/A0.000%
2/17/2025Silvercrest Asset Management Group LLC94,361$8.53M0.1%-0.5%0.001%
2/17/2025Rafferty Asset Management LLC381,128$34.44M0.1%+11.9%0.005%
2/17/2025Raiffeisen Bank International AG69,041$6.25M0.1%N/A0.001%
2/17/2025Point72 Asia Singapore Pte. Ltd.19,860$1.79M0.5%N/A0.000%
2/17/2025Redwood Investments LLC52,931$4.78M1.3%-36.6%0.001%
2/17/2025Riverview Capital Advisers LLC54,980$4.97M1.5%-0.2%0.001%
2/17/2025Point72 Hong Kong Ltd91,878$8.30M0.5%N/A0.001%
2/17/2025Polar Capital Holdings Plc338,186$30.56M0.2%+2.3%0.004%
2/17/2025Prana Capital Management LP96,412$8.71M0.4%-50.7%0.001%
2/17/2025ProShare Advisors LLC3,036,742$274.37M0.6%-52.0%0.038%
2/17/2025Quadcap Wealth Management LLC55,308$5.00M0.7%+106.3%0.001%
2/17/2025Quantinno Capital Management LP732,719$66.20M0.7%+11.2%0.009%
2/17/2025Pathstone Holdings LLC491,656$44.43M0.2%-2.4%0.006%
2/17/2025Mufg Securities Americas Inc.64,075$5.79M0.7%N/A0.001%
2/17/2025Main Street Group LTD2,351$212K0.1%-9.0%0.000%
2/17/2025MainStreet Investment Advisors LLC48,522$4.38M0.6%-1.9%0.001%
2/17/2025Nissay Asset Management Corp Japan ADV1,706,195$156.39M1.0%+9.7%0.021%
2/17/2025Nan Shan Life Insurance Co. Ltd.934,098$84.40M2.0%N/A0.012%
2/17/2025Nearwater Capital Markets Ltd945,338$85.41M2.4%N/A0.012%
2/17/2025NorthRock Partners LLC63,741$5.76M0.2%+64.4%0.001%
2/17/2025Northwest Quadrant Wealth Management LLC2,914$263K0.1%N/A0.000%
2/17/2025Nuveen Asset Management LLC29,843,892$2.70B0.8%+0.8%0.371%
2/17/2025OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC 25,000$2.26M0.2%+25.0%0.000%
2/17/2025OMERS ADMINISTRATION Corp2,686,790$242.75M2.1%-0.9%0.033%
2/17/2025Obermeyer Wealth Partners370,925$33.51M1.7%-0.1%0.005%
2/17/2025Obsidian Personal Planning Solutions LLC2,235$219K0.1%N/A0.000%
2/17/2025McGowan Group Asset Management Inc.11,367$1.03M0.1%+17.5%0.000%
2/17/2025Measured Risk Portfolios Inc.1,758$159K0.2%N/A0.000%
2/17/2025Minot DeBlois Advisors LLC9,846$890K0.8%N/A0.000%
2/17/2025Napa Wealth Management33,036$2.99M1.3%+15.6%0.000%
2/17/2025NDVR Inc.8,886$803K0.8%+7.2%0.000%
2/17/2025New England Asset Management Inc.29,585$2.67M0.5%-16.2%0.000%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.584,878$52.84M0.1%-2.3%0.007%
2/17/2025MJP Associates Inc. ADV20,866$1.89M0.3%+0.8%0.000%
2/17/2025Mmbg Investment Advisors CO.159,546$14.42M1.5%-4.9%0.002%
2/17/2025Lazard Asset Management LLC508,433$45.94M0.1%+64.8%0.006%
2/17/2025Leigh Baldwin & CO. LLC1,300,041$130.00M0.7%N/A0.016%
2/17/2025Letko Brosseau & Associates Inc.713,626$64.48M1.2%-15.7%0.009%
2/17/2025Logan Capital Management Inc.24,314$2.20M0.1%-1.2%0.000%
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2/17/2025LRI Investments LLC27,154$2.45M0.2%+2.5%0.000%
2/17/2025Laird Norton Wetherby Wealth Management LLC114,167$10.32M0.5%-4.1%0.001%
2/17/2025Laraway Financial Advisors Inc17,394$1.57M1.2%+7.0%0.000%
2/17/2025Laurion Capital Management LP229,200$20.71M0.4%N/A0.003%
2/17/2025Interval Partners LP342,573$30.95M0.6%N/A0.004%
2/17/2025Investor s Fiduciary Advisor Network LLC5,976$539K0.2%N/A0.000%
2/17/2025J. Goldman & Co LP38,118$3.44M0.1%+890.6%0.000%
2/17/2025Janus Henderson Group PLC752,624$68.04M0.0%+17.4%0.009%
2/17/2025JARISLOWSKY FRASER Ltd14,343$1.30M0.0%+6.3%0.000%
2/17/2025Humankind Investments LLC18,825$1.70M0.4%-9.7%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, 3,975 institutional investors and hedge funds held shares of Walmart. The most heavily invested institutionals were Vanguard Group Inc. ($38.19B), BlackRock Inc. ($15.78B), State Street Corp ($14.88B), Biltmore Wealth Management LLC ($8.39B), Geode Capital Management LLC ($8.17B), Norges Bank ($5.74B), and FMR LLC ($5.61B).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 3,625 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 ($820.12M), Vanguard Group Inc. ($277.33M), Norges Bank ($86.81M), Price T Rowe Associates Inc. MD ($38.78M), Raymond James Financial Inc. ($25.53M), Jennison Associates LLC ($24.38M), and Bank of New York Mellon Corp ($22.79M).

How much institutional buying is happening at Walmart?

Institutional investors have bought a total of 1,789,452,117 shares in the last 24 months. This purchase volume represents approximately $107.15B in transactions.

Which Walmart major shareholders have been selling company stock?

Of the 2,419 institutional investors that sold Walmart stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($11.41M), GQG Partners LLC ($11.37M), Legal & General Group Plc ($8.65M), Wellington Management Group LLP ($8.00M), Capital Wealth Planning LLC ($7.88M), International Assets Investment Management LLC ($6.89M), and Boston Partners ($6.83M).

How much institutional selling is happening at Walmart?

Institutional investors have sold a total of 226,977,995 shares in the last 24 months. This volume of shares sold represents approximately $16.83B in transactions.



This page (NYSE:WMT) was last updated on 2/18/2025 by MarketBeat.com Staff
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