Walmart (WMT) Institutional Ownership

$69.79

-0.23 (-0.33%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 26.76%
Number of Institutional Buyers (last 12 months): 2552
Total Institutional Inflows (last 12 months): $39.85B

Number of Institutional Sellers (last 12 months): 1446
Total Institutional Outflows (last 12 months): $2.43B

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WMT Institutional Buying and Selling by Quarter

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Walmart Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Rosenberg Matthew Hamilton	9,999	$675K	0.2%	-3.6%	0.000%
7/27/2024	AlphaQ Advisors LLC	9,810	$664K	1.9%	-81.1%	0.000%
7/27/2024	Fort Pitt Capital Group LLC	10,208	$691K	0.0%	+16.7%	0.000%
7/27/2024	Northeast Investment Management	340,292	$23.04M	1.1%	+2.6%	0.004%
7/27/2024	Zimmermann Investment Management & Planning LLC	19,394	$1.31M	0.4%	+8.5%	0.000%
7/27/2024	Trajan Wealth LLC	186,729	$12.64M	0.8%	+18.9%	0.002%
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7/27/2024	Sterling Investment Management LLC	34,203	$2.32M	1.8%	-6.6%	0.000%
7/26/2024	Beacon Financial Advisory LLC	11,970	$810K	0.3%	+97.8%	0.000%
7/26/2024	Aletheian Wealth Advisors LLC	4,400	$298K	0.2%	+16.6%	0.000%
7/26/2024	West Branch Capital LLC	65,284	$4.42M	1.6%	+1.3%	0.001%
7/26/2024	Ballast Advisors LLC	6,496	$440K	0.1%	-3.3%	0.000%
7/26/2024	Echo45 Advisors LLC	5,127	$347K	0.2%	-15.6%	0.000%
7/26/2024	Lester Murray Antman dba SimplyRich	44,233	$3.00M	0.9%	+0.4%	0.001%
7/26/2024	Breakwater Capital Group	14,710	$996K	0.2%	+11.4%	0.000%
7/26/2024	BLB&B Advisors LLC	11,954	$809K	0.0%	+31.9%	0.000%
7/26/2024	Walkner Condon Financial Advisors LLC	4,645	$320K	0.1%	+5.9%	0.000%
7/26/2024	Conning Inc.	91,130	$6.17M	0.2%	-11.6%	0.001%
7/26/2024	Argonautica Private Wealth Management Inc.	60,675	$4.11M	1.4%	-0.3%	0.001%
7/26/2024	K.J. Harrison & Partners Inc	5,193	$352K	0.1%	-96.5%	0.000%
7/26/2024	Meixler Investment Management Ltd.	3,600	$244K	0.2%	+4.6%	0.000%
7/26/2024	McClarren Financial Advisors Inc.	270	$184K	0.1%	-90.1%	0.000%
7/26/2024	Pullen Investment Management LLC	11,414	$773K	0.6%	+7.9%	0.000%
7/26/2024	Simmons Bank	245,461	$16.62M	1.3%	+4.9%	0.003%
7/26/2024	WealthShield Partners LLC	56,567	$3.83M	0.6%	-4.1%	0.001%
7/26/2024	Checchi Capital Advisers LLC	56,230	$3.81M	0.2%	-1.5%	0.001%
7/26/2024	Worth Financial Advisory Group LLC	9,005	$610K	0.4%	+5.2%	0.000%
7/26/2024	Hall Capital Management Co. Inc.	71,470	$4.84M	2.3%	-5.2%	0.001%
7/26/2024	Harbour Investments Inc.	49,513	$3.35M	0.1%	+6.0%	0.001%
7/26/2024	LS Investment Advisors LLC	172,780	$11.70M	1.8%	-1.3%	0.002%
7/26/2024	Bensler LLC	72,226	$4.89M	0.7%	+5.2%	0.001%
7/26/2024	Eagle Bay Advisors LLC	9,391	$636K	0.4%	-10.5%	0.000%
7/26/2024	Patriot Financial Group Insurance Agency LLC	53,480	$3.62M	0.5%	+1.1%	0.001%
7/26/2024	Atomi Financial Group Inc.	49,136	$3.33M	0.2%	+26.6%	0.001%
7/26/2024	Cambridge Investment Research Advisors Inc.	1,134,749	$76.83M	0.3%	-0.9%	0.014%
7/26/2024	Legato Capital Management LLC	64,833	$4.39M	0.6%	-26.1%	0.001%
7/26/2024	Atlantic Edge Private Wealth Management LLC	2,268	$154K	0.1%	-17.9%	0.000%
7/26/2024	Aspen Investment Management Inc	44,070	$2.98M	1.5%	+1.2%	0.001%
7/26/2024	Dearborn Partners LLC	505,527	$34.23M	1.5%	+942.7%	0.006%
7/26/2024	AlphaStar Capital Management LLC	14,790	$1.00M	0.1%	-9.7%	0.000%
7/26/2024	Saxony Capital Management LLC	4,879	$330K	0.4%	N/A	0.000%
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7/26/2024	Railway Pension Investments Ltd	1,992,897	$134.94M	1.6%	-10.4%	0.025%
7/26/2024	Latitude Advisors LLC	4,143	$281K	0.2%	+5.9%	0.000%
7/26/2024	Gold Investment Management Ltd.	47,866	$3.24M	1.4%	-3.4%	0.001%
7/26/2024	Signature Estate & Investment Advisors LLC	846,875	$57.34M	1.4%	-4.1%	0.011%
7/26/2024	Allspring Global Investments Holdings LLC	2,412,448	$163.35M	0.3%	-5.5%	0.030%
7/26/2024	State of Michigan Retirement System	1,169,920	$79.22M	0.4%	-0.2%	0.015%
7/26/2024	Trust Co. of Virginia VA	36,548	$2.48M	0.2%	-1.1%	0.000%
7/26/2024	First Command Advisory Services Inc.	23,201	$1.57M	0.0%	-3.5%	0.000%
7/26/2024	Oceanside Advisors LLC	3,810	$258K	0.2%	-3.8%	0.000%
7/26/2024	St. Johns Investment Management Company LLC	40,857	$2.77M	1.3%	+3.0%	0.001%
7/26/2024	Pegasus Asset Management Inc.	43,597	$2.95M	1.1%	+6.1%	0.001%
7/26/2024	SlateStone Wealth LLC	83,377	$5.65M	0.6%	-1.7%	0.001%
7/26/2024	Rational Advisors LLC	5,540	$375K	0.0%	+109.5%	0.000%
7/26/2024	Verdence Capital Advisors LLC	31,490	$2.13M	0.2%	+4.0%	0.000%
7/26/2024	Paulson Wealth Management Inc.	6,249	$423K	0.1%	-2.5%	0.000%
7/26/2024	Bank of New York Mellon Corp	28,726,539	$1.95B	0.4%	-1.5%	0.357%
7/26/2024	Catalyst Financial Partners LLC	22,689	$1.54M	0.3%	+1.6%	0.000%
7/26/2024	Salomon & Ludwin LLC	992	$67K	0.0%	-59.0%	0.000%
7/26/2024	IMA Advisory Services Inc.	41,742	$2.83M	0.6%	N/A	0.001%
7/26/2024	Proficio Capital Partners LLC	88,443	$5.99M	0.6%	+0.5%	0.001%
7/25/2024	New Millennium Group LLC	3,035	$205K	0.1%	-23.6%	0.000%
7/25/2024	Rooted Wealth Advisors Inc.	4,332	$307K	0.1%	N/A	0.000%
7/25/2024	First Heartland Consultants Inc.	40,135	$2.72M	0.2%	-3.2%	0.000%
7/25/2024	Easterly Investment Partners LLC	76,565	$5.18M	0.5%	-34.7%	0.001%
7/25/2024	Raymond James Trust N.A.	593,026	$40.15M	0.9%	+5.1%	0.007%
7/25/2024	Wedgewood Investors Inc. PA	5,979	$405K	0.5%	N/A	0.000%
7/25/2024	Highland Capital Management LLC	26,519	$1.80M	0.1%	+43.6%	0.000%
7/25/2024	Calamos Advisors LLC	1,729,454	$117.10M	0.5%	-1.2%	0.022%
7/25/2024	Northcape Wealth Management LLC	74,329	$5.03M	1.8%	-1.5%	0.001%
7/25/2024	AMG National Trust Bank	75,562	$5.12M	0.1%	+22.2%	0.001%
7/25/2024	Tempus Wealth Planning LLC	23,828	$1.61M	0.7%	+3.9%	0.000%
7/25/2024	Dodds Wealth LLC	3,342	$234K	0.1%	N/A	0.000%
7/25/2024	Compass Capital Management Inc.	937,193	$63.46M	4.3%	-5.9%	0.012%
7/25/2024	AMI Investment Management Inc.	14,316	$969K	0.3%	-1.3%	0.000%
7/25/2024	POM Investment Strategies LLC	1,664	$113K	0.1%	+26.4%	0.000%
7/25/2024	Calamos Wealth Management LLC	290,752	$19.69M	1.0%	+1.9%	0.004%
7/25/2024	Keb Asset Management LLC	150,342	$10.18M	3.4%	-0.3%	0.002%
7/25/2024	Independence Bank of Kentucky	27,714	$1.88M	0.5%	+5.6%	0.000%
7/25/2024	Optas LLC	14,146	$958K	0.2%	-3.0%	0.000%
7/25/2024	Levy Wealth Management Group LLC	7,327	$496K	0.1%	+202.4%	0.000%
7/25/2024	Pettinga Financial Advisors LLC	5,754	$390K	0.1%	-5.5%	0.000%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	132,287	$8.96M	0.9%	-0.7%	0.002%
7/25/2024	Community Financial Services Group LLC	113,479	$7.68M	1.7%	+25.6%	0.001%
7/25/2024	Field & Main Bank	122,321	$8.28M	3.1%	+0.4%	0.002%
7/25/2024	Waypoint Capital Advisors LLC	3,295	$223K	0.1%	N/A	0.000%
7/25/2024	Vivid Wealth Management LLC	8,778	$594K	0.3%	-53.4%	0.000%
7/25/2024	Shelter Ins Retirement Plan	165,666	$11.22M	2.9%	N/A	0.002%
7/25/2024	Sterling Investment Counsel LLC	30,182	$2.04M	0.8%	-9.1%	0.000%
7/25/2024	Institute for Wealth Management LLC.	21,555	$1.46M	0.2%	+10.9%	0.000%
7/25/2024	Southern Capital Advisors LLC	32,229	$2.18M	1.3%	N/A	0.000%
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7/25/2024	Fullcircle Wealth LLC	24,611	$1.74M	0.8%	N/A	0.000%
7/25/2024	Cape ANN Savings Bank	4,002	$271K	0.2%	N/A	0.000%
7/25/2024	Kanawha Capital Management LLC	46,769	$3.17M	0.2%	+7.9%	0.001%
7/25/2024	First National Bank of Hutchinson	18,826	$1.28M	0.8%	+38.4%	0.000%
7/25/2024	RFP Financial Group LLC	33,780	$2.29M	0.8%	+0.6%	0.000%
7/25/2024	Waterway Wealth Management LLC	10,224	$692K	0.3%	+6.1%	0.000%
7/25/2024	SeaTown Holdings Pte. Ltd.	148,000	$10.02M	7.3%	N/A	0.002%
7/25/2024	Banque Pictet & Cie SA	57,927	$3.92M	0.0%	-41.8%	0.001%
7/25/2024	First Merchants Corp	223,890	$15.16M	0.6%	+13.2%	0.003%
7/25/2024	Pictet North America Advisors SA	3,000	$203K	0.0%	N/A	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, 3,395 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 3,103 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. ($277.11M), Price T Rowe Associates Inc. MD ($40.46M), Norges Bank ($23.31M), Bank of New York Mellon Corp ($18.87M), Raymond James & Associates ($12.17M), and BlueSpruce Investments LP ($10.33M).

How much institutional buying is happening at Walmart?: Institutional investors have bought a total of 1,573,307,281 shares in the last 24 months. This purchase volume represents approximately $86.53B in transactions.
Which Walmart major shareholders have been selling company stock?: Of the 2,154 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), Assenagon Asset Management S.A. ($3.59M), California Public Employees Retirement System ($3.35M), and Deutsche Bank AG ($3.23M).
How much institutional selling is happening at Walmart?: Institutional investors have sold a total of 126,430,951 shares in the last 24 months. This volume of shares sold represents approximately $6.15B in transactions.