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Walmart (WMT) Institutional Ownership

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$95.42 -0.36 (-0.38%)
Closing price 03:59 PM Eastern
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$95.26 -0.16 (-0.16%)
As of 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)
2837
Total
Institutional Inflows
(last 12 months)
$42.33B
Number of
Institutional Sellers
(last 12 months)
2182
Total
Institutional Outflows
(last 12 months)
$19.78B
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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
7/15/2025Significant Wealth Partners LLC6,417$627K0.3%-12.8%0.000%
7/15/2025Jeppson Wealth Management LLC28,547$2.79M1.0%-2.2%0.000%
7/15/2025LeConte Wealth Management LLC3,695$361K0.2%+32.3%0.000%
7/15/2025Floyd Financial Group LLC16,283$1.60M1.5%-8.7%0.000%
7/15/2025Oxinas Partners Wealth Management LLC9,083$888K0.5%-2.0%0.000%
7/15/2025Sightline Wealth Advisors LLC3,718$364K0.2%+39.2%0.000%
7/15/2025Palumbo Wealth Management LLC6,224$609K0.2%+8.7%0.000%
7/15/2025Centerline Wealth Advisors LLC3,779$370K0.2%N/A0.000%
7/15/2025McAdam LLC9,592$938K0.1%+3.4%0.000%
7/15/2025Xcel Wealth Management LLC50,430$4.93M1.4%-4.4%0.001%
7/15/2025Pitti Group Wealth Management LLC3,488$341K0.3%+8.3%0.000%
7/15/2025Cora Capital Advisors LLC2,704$264K0.1%+10.5%0.000%
7/15/2025Well Done LLC10,601$1.04M0.2%+5.9%0.000%
7/15/2025Santori & Peters Inc.2,189$214K0.1%N/A0.000%
7/15/2025Aspire Capital Advisors LLC2,595$254K0.1%-5.3%0.000%
7/15/2025Beacon Investment Advisory Services Inc.7,964$779K0.0%-5.5%0.000%
7/15/2025Riverbridge Partners LLC34,204$3.34M0.1%-0.8%0.000%
7/15/2025Harrell Investment Partners LLC116,913$11.43M2.9%+11.6%0.001%
7/15/2025Signet Financial Management LLC2,583$253K0.0%+8.2%0.000%
7/15/2025Clarus Group Inc.13,696$1.34M0.5%+3.4%0.000%
7/15/2025Verum Partners LLC6,653$651K0.2%+10.5%0.000%
7/15/2025Legacy Solutions LLC3,774$369K0.4%+10.3%0.000%
7/15/2025Wealth Effects LLC11,240$1.10M0.4%-3.5%0.000%
7/15/2025TD Private Client Wealth LLC89,167$8.72M0.2%+8.3%0.001%
7/15/2025Mather Group LLC.49,145$4.81M0.1%-2.5%0.001%
7/15/2025Shulman DeMeo Asset Management LLC17,740$1.74M0.4%-2.4%0.000%
7/15/2025McCarthy & Cox2,105$206K0.1%N/A0.000%
7/15/2025Carr Financial Group Corp11,472$1.12M0.3%-5.3%0.000%
7/15/2025Foster Victor Wealth Advisors LLC133,946$12.97M0.9%+1.7%0.002%
7/15/2025Peddock Capital Advisors LLC47,295$4.62M1.1%-2.7%0.001%
7/15/2025StoneCrest Wealth Management Inc.2,436$238K0.1%-4.4%0.000%
7/15/2025Public Employees Retirement System of Ohio1,999,382$195.50M0.7%+1.0%0.025%
7/15/2025RVW Wealth LLC4,542$444K0.0%-12.8%0.000%
7/15/2025Lynch & Associates IN195,843$19.15M3.9%-3.3%0.002%
7/15/2025Kentucky Trust Co26,591$2.60M1.5%-0.6%0.000%
7/15/2025Alhambra Investment Management LLC10,585$1.04M0.5%+1.1%0.000%
7/15/2025Northside Capital Management LLC8,139$796K0.1%+22.8%0.000%
7/15/2025IMS Capital Management15,916$1.56M0.7%N/A0.000%
7/15/2025Graypoint LLC74,319$7.27M0.4%+2.4%0.001%
7/15/2025Financial Management Professionals Inc.4,598$450K0.1%-5.7%0.000%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

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7/15/2025Sara Bay Financial9,904$968K0.3%-2.0%0.000%
7/15/2025Ballentine Partners LLC82,766$8.09M0.1%-5.5%0.001%
7/15/2025Heritage Oak Wealth Advisors LLC966,293$94.48M37.2%+2.5%0.012%
7/15/2025Home Federal Bank of Tennessee26,310$2.57M0.7%+0.8%0.000%
7/15/2025Cigna Investments Inc. New42,871$4.19M0.7%-2.2%0.001%
7/15/2025World Equity Group Inc.31,180$3.05M0.8%-11.3%0.000%
7/15/2025CHB Investment Group LLC38,383$3.75M1.9%N/A0.000%
7/15/2025BCS Wealth Management9,083$888K0.2%+21.0%0.000%
7/15/2025Norden Group LLC16,333$1.60M0.2%-14.8%0.000%
7/15/2025Legacy Financial Group LLC10,287$1.01M0.1%+2.4%0.000%
7/15/2025Banyan Capital Management Inc.2,835$277K0.1%N/A0.000%
7/15/2025Accurate Wealth Management LLC46,337$4.40M0.7%+17.2%0.001%
7/15/2025Maseco LLP1,963$192K0.0%N/A0.000%
7/15/2025Main Street Group LTD6,120$598K0.2%+168.3%0.000%
7/15/2025Fifth Third Bancorp2,431,478$237.75M0.8%-7.1%0.030%
7/15/2025CCM Investment Advisers LLC200,061$19.56M2.1%+1.8%0.003%
7/15/2025Droms Strauss Advisors Inc. MO ADV2,249$220K0.1%N/A0.000%
7/15/2025Bedrijfstakpensioenfonds Voor DE Media PNO93,500$9.14M1.1%+33.6%0.001%
7/15/2025Sheets Smith Wealth Management16,602$1.62M0.2%-20.8%0.000%
7/15/2025AM Investment Strategies LLC33,206$3.25M0.8%+35.8%0.000%
7/15/2025Retirement Income Solutions Inc2,061$202K0.0%N/A0.000%
7/15/2025Hall Laurie J Trustee12,118$1.19M0.4%+3.1%0.000%
7/15/2025Compagnie Lombard Odier SCmA98,308$9.61M0.1%-29.7%0.001%
7/15/2025MCF Advisors LLC18,911$1.85M0.1%-1.2%0.000%
7/15/2025Covea Finance595,480$58.23M2.2%-10.1%0.007%
7/15/2025Hidden Cove Wealth Management LLC2,211$216K0.2%N/A0.000%
7/15/2025Eaton Financial Holdings Company LLC12,159$1.19M0.4%-32.5%0.000%
7/15/2025Family Investment Center Inc.4,364$427K0.1%-7.6%0.000%
7/15/2025Kelly Financial Group LLC3,094$307K0.0%N/A0.000%
7/15/2025Financial Partners Group Inc21,772$2.13M0.3%-1.0%0.000%
7/15/2025Town & Country Bank & Trust CO dba First Bankers Trust CO17,150$1.68M0.6%+0.8%0.000%
7/15/2025Focused Wealth Management Inc25,321$2.48M0.3%+4.1%0.000%
7/15/2025Revisor Wealth Management LLC17,756$1.68M0.6%+3.2%0.000%
7/15/2025Fortitude Family Office LLC2,149$210K0.1%-40.5%0.000%
7/15/2025Hofer & Associates. Inc9,891$967K0.6%+5.9%0.000%
7/15/2025CGN Advisors LLC48,332$4.73M0.4%+0.6%0.001%
7/15/2025Christensen King & Associates Investment Services Inc.2,144$210K0.1%N/A0.000%
7/15/2025GSB Wealth Management LLC4,860$475K0.1%+4.6%0.000%
7/15/2025Bfsg LLC57,427$5.62M0.6%-2.4%0.001%
7/15/2025Alpha Omega Wealth Management LLC6,792$664K0.1%+6.6%0.000%
7/15/2025Optima Capital LLC3,646$357K0.2%+9.3%0.000%
7/15/2025Cardinal Capital Management158,506$15.50M2.3%-0.5%0.002%
7/15/2025West Oak Capital LLC2,912$285K0.1%+5.9%0.000%
7/14/2025 Counterpoint Mutual Funds LLC19,568$1.91M0.2%N/A0.000%
7/14/2025 Steigerwald Gordon & Koch Inc.281,905$27.57M2.9%-0.2%0.004%
7/14/2025 Hoey Investments Inc.52,154$5.10M0.7%-13.9%0.001%
7/14/2025 CHICAGO TRUST Co NA23,641$2.31M0.3%+27.1%0.000%
7/14/2025 Opal Wealth Advisors LLC7,070$691K0.2%+9.0%0.000%
7/14/2025 Farmers Trust Co.49,665$4.86M0.9%-25.9%0.001%
7/14/2025 MFA Wealth Advisors LLC2,570$251K0.1%N/A0.000%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
7/14/2025 Argentarii LLC40,741$3.98M1.8%-1.6%0.001%
7/14/2025 Gries Financial LLC3,974$389K0.1%+24.3%0.000%
7/14/2025 Golden State Equity Partners47,907$4.68M0.9%+1.5%0.001%
7/14/2025 Brady Martz Wealth Solutions LLC2,268$222K0.0%N/A0.000%
7/14/2025 AdvisorNet Financial Inc27,833$2.72M0.2%+1.3%0.000%
7/14/2025 CRA Financial Services LLC15,608$1.53M0.2%+3.2%0.000%
7/14/2025 Arlington Partners LLC46,010$4.50M1.7%+8.3%0.001%
7/14/2025 Financial Enhancement Group LLC3,522$332K0.0%-10.6%0.000%
7/14/2025 Mechanics Bank Trust Department70,579$6.90M1.0%-23.2%0.001%
7/14/2025 Seascape Capital Management4,284$419K0.1%-9.5%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, 4,153 institutional investors and hedge funds held shares of Walmart. The most heavily invested institutionals were Vanguard Group Inc. ($37.40B), BlackRock Inc. ($15.78B), State Street Corp ($14.88B), Kingstone Capital Partners Texas LLC ($10.50B), Geode Capital Management LLC ($8.17B), Norges Bank ($5.74B), and FMR LLC ($5.61B).Learn more on Walmart's institutional investors.

What percentage of Walmart's stock is owned by institutional investors?

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

Which institutional investors have been buying Walmart's stock?

Of the 3,787 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: Bank Julius Baer & Co. Ltd Zurich ($820.12M), Vanguard Group Inc. ($280.56M), Kingstone Capital Partners Texas LLC ($104.51M), Norges Bank ($86.81M), Price T Rowe Associates Inc. MD ($38.78M), Nuveen LLC ($28.85M), and Raymond James Financial Inc. ($25.53M).

How much institutional buying is happening at Walmart?

Institutional investors have bought a total of 475,913,353 shares in the last 24 months. This purchase volume represents approximately $42.33B in transactions.

Which of Walmart's major shareholders have been selling company stock?

Of the 2,177 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: GQG Partners LLC ($16.28M), Price T Rowe Associates Inc. MD ($12.28M), The Manufacturers Life Insurance Company ($10.89M), Legal & General Group Plc ($8.18M), Capital Wealth Planning LLC ($7.88M), Canada Pension Plan Investment Board ($7.43M), and International Assets Investment Management LLC ($6.88M).

How much institutional selling is happening at Walmart?

Institutional investors have sold a total of 233,297,312 shares in the last 24 months. This volume of shares sold represents approximately $19.78B in transactions.


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This page (NYSE:WMT) was last updated on 7/15/2025 by MarketBeat.com Staff
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