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Walmart (WMT) Institutional Ownership

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(As of 04/26/2024 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)
2344
Total
Institutional Inflows
(last 12 months)
$54.91B
Number of
Institutional Sellers
(last 12 months)
1583
Total
Institutional Outflows
(last 12 months)
$3.16B
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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
4/26/2024Pinnacle Associates Ltd.380,728$22.91M0.4%+196.4%0.005%
4/26/2024Trueblood Wealth Management LLC12,073$726K0.4%+262.1%0.000%
4/26/2024Sterling Investment Counsel LLC33,193$2.00M0.9%+222.4%0.000%
4/26/2024Securian Asset Management Inc.252,128$15.17M0.4%+179.1%0.003%
4/26/2024Aspen Investment Management Inc43,567$2.62M1.3%+196.1%0.001%
4/26/2024Plan Group Financial LLC13,925$838K0.6%N/A0.000%
4/26/2024McGuire Investment Group LLC150,017$9.03M1.3%+263.2%0.002%
4/26/2024BLB&B Advisors LLC9,065$545K0.0%+199.8%0.000%
4/26/2024Planned Solutions Inc.5,148$310K0.2%+200.0%0.000%
4/26/2024Pavion Blue Capital LLC109,014$6.56M3.2%+199.0%0.001%
4/26/2024UMB Bank n.a.807,622$48.60M0.8%+230.8%0.010%
4/26/2024Carlton Hofferkamp & Jenks Wealth Management LLC27,627$1.66M0.7%+191.0%0.000%
4/26/2024Advisors Management Group Inc. ADV9,159$551K0.1%+200.3%0.000%
4/26/2024Narwhal Capital Management13,904$837K0.1%+181.4%0.000%
4/26/2024MBA Advisors LLC5,305$319K0.2%+172.6%0.000%
4/26/2024LifeSteps Financial Inc.7,937$478K0.4%+203.9%0.000%
4/26/2024Cottonwood Capital Advisors LLC7,337$440K0.3%+201.6%0.000%
4/26/2024Rocky Mountain Advisers LLC54,912$3.30M1.0%+199.6%0.001%
4/26/2024Arcataur Capital Management LLC6,621$398K0.1%+200.0%0.000%
4/26/2024Highview Capital Management LLC DE 31,624$1.90M0.9%+213.9%0.000%
4/26/2024Prestige Wealth Management Group LLC28,091$1.70M0.4%+204.3%0.000%
4/26/2024GUNN & Co INVESTMENT MANAGEMENT INC.87,825$5.28M4.0%-75.7%0.001%
4/26/2024Riverbridge Partners LLC38,480$2.32M0.0%+191.0%0.000%
4/26/2024Northwest Bancshares Inc.144,462$8.69M1.4%+207.7%0.002%
4/26/2024JNBA Financial Advisors6,070$365K0.0%+193.9%0.000%
4/26/2024Yousif Capital Management LLC802,811$48.31M0.5%+194.2%0.010%
4/26/2024Schmidt P J Investment Management Inc.6,016$362K0.1%+218.5%0.000%
4/26/2024Augustine Asset Management Inc.14,365$864K0.4%+203.1%0.000%
4/26/2024Farmers & Merchants Trust Co of Chambersburg PA64,046$3.85M1.6%+186.0%0.001%
4/26/2024YHB Investment Advisors Inc.87,379$5.26M0.5%+188.1%0.001%
4/26/2024SlateStone Wealth LLC84,850$5.11M0.5%+237.0%0.001%
4/26/2024ZWJ Investment Counsel Inc.28,967$1.74M0.1%+425.1%0.000%
4/26/2024Deroy & Devereaux Private Investment Counsel Inc.11,550$695K0.0%+200.0%0.000%
4/26/2024First National Trust Co329,448$19.82M0.8%+193.5%0.004%
4/26/2024Sage Rhino Capital LLC5,744$346K0.1%+193.5%0.000%
4/26/2024McKinley Carter Wealth Services Inc.16,126$970K0.1%+203.6%0.000%
4/26/2024Bond & Devick Financial Network Inc.5,268$317K0.2%+201.5%0.000%
4/26/2024SFG Wealth Management LLC.4,875$293K0.2%+141.0%0.000%
4/26/2024Guardian Investment Management64,345$3.87M3.0%+201.9%0.001%
4/26/2024Clear Creek Financial Management LLC12,246$760K0.1%+283.9%0.000%
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4/26/2024Quantum Financial Advisors LLC9,698$584K0.1%+356.8%0.000%
4/26/2024Members Trust Co13,530$814K0.0%+176.0%0.000%
4/26/2024Legacy Bridge LLC33,938$2.04M1.2%+214.6%0.000%
4/26/2024SYSTM Wealth Solutions LLC6,476$390K0.0%+193.6%0.000%
4/26/2024Sumitomo Life Insurance Co.43,728$2.63M0.1%+194.1%0.001%
4/26/2024First Personal Financial Services108,229$6.51M1.5%+197.6%0.001%
4/26/2024Pioneer Trust Bank N A OR15,450$930K0.3%+93.7%0.000%
4/26/2024 Mesirow Financial Investment Management Inc.222,733$13.40M0.3%N/A0.003%
4/26/2024Patrick M Sweeney & Associates Inc.10,841$652K0.5%+207.4%0.000%
4/26/2024Carr Financial Group Corp11,400$686K0.2%+160.9%0.000%
4/26/2024Virginia Wealth Management Group Inc.38,732$2.33M1.9%+191.5%0.000%
4/26/2024MONECO Advisors LLC12,488$751K0.1%+206.6%0.000%
4/26/2024LifePro Asset Management3,370$203K0.1%N/A0.000%
4/26/2024TI Trust Inc.5,415$326K0.2%N/A0.000%
4/26/2024KG&L Capital Management LLC55,920$3.37M1.3%+186.3%0.001%
4/26/2024Verdence Capital Advisors LLC30,290$1.82M0.2%+205.7%0.000%
4/26/2024Pine Haven Investment Counsel Inc4,725$284K0.2%+190.8%0.000%
4/26/2024Davies Financial Advisors Inc.24,001$1.44M1.5%N/A0.000%
4/26/2024Financial Insights Inc.24,036$1.45M0.4%+193.0%0.000%
4/26/2024Claris Advisors LLC MO5,963$359K0.2%+207.4%0.000%
4/26/2024Triton Wealth Management PLLC20,676$1.23M0.8%+357.7%0.000%
4/26/2024Caliber Wealth Management LLC47,503$2.86M1.5%+211.7%0.001%
4/26/2024Checchi Capital Advisers LLC57,112$3.44M0.3%+203.4%0.001%
4/26/2024Latitude Advisors LLC3,912$235K0.1%+175.7%0.000%
4/26/2024Tritonpoint Wealth LLC144,580$8.70M0.9%+209.7%0.002%
4/26/2024Oakwell Private Wealth Management LLC6,039$363K0.1%+181.9%0.000%
4/26/2024Bogart Wealth LLC147,092$8.85M0.5%+214.6%0.002%
4/25/2024Alta Capital Management LLC16,500$993K0.1%+65.0%0.000%
4/25/2024Jacobsen Capital Management7,998$481K0.2%+201.9%0.000%
4/25/2024Lindbrook Capital LLC30,277$1.82M0.2%+218.3%0.000%
4/25/2024New York State Teachers Retirement System4,467,359$268.80M0.6%+191.5%0.055%
4/25/2024Horrell Capital Management Inc.94,743$5.70M1.6%+201.4%0.001%
4/25/2024One Day In July LLC4,182$252K0.0%N/A0.000%
4/25/2024W Advisors LLC12,929$778K0.5%+201.2%0.000%
4/25/2024Lodestar Private Asset Management LLC11,351$683K0.1%+196.1%0.000%
4/25/2024Center for Financial Planning Inc.9,774$588K0.1%+203.2%0.000%
4/25/2024Inlet Private Wealth LLC21,600$1.30M0.4%+200.0%0.000%
4/25/2024TRUE Private Wealth Advisors13,402$806K0.1%+230.4%0.000%
4/25/2024Adell Harriman & Carpenter Inc.117,527$7.07M0.6%+253.5%0.001%
4/25/2024Ulland Investment Advisors LLC585$35K0.0%+200.0%0.000%
4/25/2024Villere ST Denis J & Co. LLC3,482$210K0.0%N/A0.000%
4/25/2024Bank of New York Mellon Corp29,172,985$1.76B0.3%+183.0%0.362%
4/25/2024Carmel Capital Partners LLC5,304$319K0.1%+207.3%0.000%
4/25/2024Strategy Asset Managers LLC96,660$5.82M1.2%+209.6%0.001%
4/25/2024Bridges Investment Management Inc.57,351$3.45M0.1%+163.5%0.001%
4/25/2024Osborne Partners Capital Management LLC149,361$8.99M0.6%+199.3%0.002%
4/25/2024Equitable Trust Co.58,596$3.53M0.2%+236.4%0.001%
4/25/2024Schnieders Capital Management LLC121,884$7.33M1.5%+199.3%0.002%
4/25/2024Smith Chas P & Associates PA Cpas1,099,993$66.19M4.0%+203.9%0.014%
4/25/2024Professional Financial Advisors LLC21,418$1.29M0.4%+198.6%0.000%
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The next step of the Fed's control is here. Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week. Allowing the Fed to tighten its grip on your personal privacy and freedom.

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4/25/2024Advocate Group LLC36,917$2.22M0.4%+136.7%0.000%
4/25/2024Capital Investment Advisory Services LLC53,675$3.23M0.3%+217.3%0.001%
4/25/2024HTLF Bank109,175$6.57M0.8%+192.3%0.001%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 1,676,015$100.85M0.4%+194.3%0.021%
4/25/2024L.M. Kohn & Company30,546$1.84M0.5%+233.4%0.000%
4/25/202425 LLC7,131$429K0.2%+206.3%0.000%
4/25/2024Benedict Financial Advisors Inc.58,684$3.53M0.9%+197.9%0.001%
4/25/2024MTM Investment Management LLC31,477$1.89M0.8%+201.9%0.000%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund869,900$52.34M0.6%+209.2%0.011%
4/25/2024Investment Advisory Services Inc. TX ADV112,976$6.80M2.5%+201.3%0.001%
(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, 3,320 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 2,991 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 1,112,687,917 shares in the last 24 months. This purchase volume represents approximately $58.45B in transactions.

Which Walmart major shareholders have been selling company stock?

Of the 2,235 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 140,841,217 shares in the last 24 months. This volume of shares sold represents approximately $6.70B in transactions.


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This page (NYSE:WMT) was last updated on 4/27/2024 by MarketBeat.com Staff

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