NYSE:WMT

Walmart Institutional Ownership

$142.55
+0.31 (+0.22 %)
(As of 07/30/2021 12:00 AM ET)
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Today's Range
$141.20
$142.96
50-Day Range
$135.17
$142.64
52-Week Range
$126.28
$153.66
Volume5.44 million shs
Average Volume8.35 million shs
Market Capitalization$399.45 billion
P/E Ratio33.15
Dividend Yield1.54%
Beta0.46

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

Institutional Ownership Percentage: 29.28%

Institutional Buying and Selling by Quarter


Walmart (NYSE WMT) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
8/1/2021Baker Tilly Wealth Management LLC14,300$2.02M0.3%+7.7%0.001%
8/1/2021Bernardo Wealth Planning LLC1,459$0.21M0.1%N/A0.000%
8/1/2021Bowling Portfolio Management LLC3,483$0.49M0.1%-68.9%0.000%
8/1/2021CCM Investment Advisers LLC85,965$12.12M1.6%-2.1%0.003%
8/1/2021Choate Investment Advisors14,941$2.11M0.1%-2.5%0.001%
8/1/2021Clear Creek Financial Management LLC1,880$0.27M0.0%N/A0.000%
8/1/2021Dupont Capital Management Corp113,548$16.01M0.4%+35.1%0.004%
8/1/2021Derbend Asset Management3,626$0.51M0.5%N/A0.000%
8/1/2021Eads & Heald Wealth Management16,990$2.40M1.2%-0.6%0.001%
8/1/2021Exchange Traded Concepts LLC90,256$12.73M0.4%+19.0%0.003%
8/1/2021Eagle Bay Advisors LLC2,685$0.38M0.3%N/A0.000%
8/1/2021Exeter Financial LLC29,339$4.11M2.4%+3.1%0.001%
8/1/2021Fort Point Capital Partners LLC2,499$0.35M0.1%+2.9%0.000%
8/1/2021Hendley & Co. Inc.39,332$5.55M1.9%-1.0%0.001%
8/1/2021Highland Capital Management LLC6,721$0.95M0.1%-16.9%0.000%
8/1/2021Huntington National Bank368,913$52.02M0.5%-8.1%0.013%
8/1/2021Icon Wealth Partners LLC7,456$1.05M0.1%+24.8%0.000%
8/1/2021Kestra Private Wealth Services LLC47,436$6.69M0.4%-4.4%0.002%
8/1/2021Mcmillion Capital Management Inc.13,957$1.97M1.1%N/A0.000%
8/1/2021North Star Asset Management Inc.2,161$0.31M0.0%N/A0.000%
8/1/2021Patriot Financial Group Insurance Agency LLC19,491$2.75M0.5%+10.4%0.001%
8/1/2021REDW Wealth LLC6,466$0.91M0.3%-3.2%0.000%
8/1/2021Raab & Moskowitz Asset Management LLC26,123$3.68M1.3%+3.8%0.001%
8/1/2021Rathbone Brothers plc8,697$1.23M0.0%-5.5%0.000%
7/31/2021Everett Harris & Co. CA346,803$48.91M0.8%-1.6%0.012%
7/31/2021First American Trust FSB32,126$4.53M0.7%-9.3%0.001%
7/31/2021Fort Pitt Capital Group LLC21,184$2.99M0.1%+9.0%0.001%
7/31/2021Financial Advisory Service Inc.11,055$1.56M0.1%+9.7%0.000%
7/31/2021First Fiduciary Investment Counsel Inc.2,730$0.39M0.1%-8.9%0.000%
7/31/2021Foster Victor Wealth Advisors LLC33,128$4.67M0.8%+33.7%0.001%
7/31/2021Galvin Gaustad & Stein LLC48,375$6.82M0.6%-1.3%0.002%
7/31/2021Halbert Hargrove Global Advisors LLC2,481$0.35M0.0%+6.6%0.000%
7/31/2021Hartford Investment Management Co.144,716$20.41M0.5%-4.5%0.005%
7/31/2021Heritage Investors Management Corp202,337$28.53M1.2%+1.8%0.007%
7/31/2021HighPoint Advisor Group LLC41,677$5.88M0.6%+8.2%0.001%
7/31/2021Holloway Wealth Management LLC56,229$7.93M2.4%+6.3%0.002%
7/31/2021Letko Brosseau & Associates Inc.471,432$66.48M0.9%-3.4%0.017%
7/31/2021Landsberg Bennett & Dubbaneh LLC16,908$2.32M0.3%+5.1%0.001%
7/31/2021Narwhal Capital Management7,626$1.08M0.1%-5.2%0.000%
7/31/2021Oakwell Private Wealth Management LLC1,505$0.21M0.1%-17.7%0.000%
7/31/2021Patton Albertson Miller Group LLC23,976$3.38M0.8%+3.4%0.001%
7/31/2021Parkside Investments LLC55,200$7.78M1.5%+15.8%0.002%
7/31/2021Pegasus Asset Management Inc.10,846$1.53M0.7%+1.5%0.000%
7/31/2021Perennial Investment Advisors LLC5,968$0.84M0.3%+9.4%0.000%
7/31/2021RFG Advisory LLC18,903$2.67M0.2%+2.8%0.001%
7/31/2021Slow Capital Inc.30,275$4.27M0.8%+14.9%0.001%
7/31/2021Sunbelt Securities Inc.11,945$1.69M0.3%+1.8%0.000%
7/31/2021Unigestion Holding SA536,365$73.63M2.7%-37.9%0.019%
7/31/2021Whittier Trust Co.116,320$16.40M0.3%+0.9%0.004%
7/31/2021We Are One Seven LLC5,532$0.78M0.1%+44.9%0.000%
7/31/2021Argus Investors Counsel Inc.25,830$3.64M1.5%-9.9%0.001%
7/31/2021Advisors Asset Management Inc.113,560$16.01M0.2%+45.6%0.004%
7/31/2021AlphaStar Capital Management LLC7,636$1.08M0.1%+254.5%0.000%
7/31/2021Armor Investment Advisors LLC3,191$0.45M0.3%+6.1%0.000%
7/31/2021Avion Wealth799$0.11M0.0%+28.5%0.000%
7/31/2021Buckingham Capital Management Inc.1,465$0.21M0.0%N/A0.000%
7/31/2021Corbett Road Capital Management LLC3,702$0.52M0.9%-11.2%0.000%
7/31/2021Creative Financial Designs Inc. ADV3,832$0.54M0.1%+14.5%0.000%
7/31/2021Capital Investment Counsel Inc121,176$17.09M3.8%+14.6%0.004%
7/31/2021Country Club Trust Company n.a.155,330$21.33M1.9%+1.7%0.006%
7/31/2021Duncker Streett & Co. Inc.16,159$2.28M0.4%-2.4%0.001%
7/31/2021First National Bank of Hutchinson9,894$1.40M0.7%+1.4%0.000%
7/31/2021Fisher Asset Management LLC12,626,107$1.78B1.1%+3.4%0.451%
7/31/2021Great Valley Advisor Group Inc.18,328$2.52M0.2%+1.7%0.001%
7/31/2021Harbor Investment Advisory LLC16,414$2.32M0.3%-4.7%0.001%
7/31/2021Hartford Financial Management Inc.13,911$1.96M0.5%+3.7%0.000%
7/31/2021Keeler Thomas Management LLC28,226$3.98M1.9%+6.4%0.001%
7/31/2021Klingman & Associates LLC1,978$0.28M0.0%-29.1%0.000%
7/31/2021Lee Danner & Bass Inc.81,555$11.50M1.0%+0.1%0.003%
7/31/2021Ledyard National Bank16,031$2.26M0.2%-1.0%0.001%
7/31/2021Mattern Wealth Management LLC17,983$2.55M0.8%-0.4%0.001%
7/31/2021Monument Capital Management16,698$2.36M0.8%+1.1%0.001%
7/31/2021Nelson Van Denburg & Campbell Wealth Management Group LLC6,028$0.85M0.1%-1.2%0.000%
7/31/2021Optas LLC1,481$0.21M0.1%N/A0.000%
7/31/2021State of Michigan Retirement System362,591$51.13M0.3%+4.2%0.013%
7/31/2021Steigerwald Gordon & Koch Inc.68,277$9.63M1.6%+9.6%0.002%
7/31/2021Texas Permanent School Fund228,104$32.17M0.4%-1.5%0.008%
7/31/2021Thoroughbred Financial Services LLC27,351$3.86M1.0%+6.1%0.001%
7/31/2021WBH Advisory Inc.11,039$1.57M0.2%-1.8%0.000%
7/31/2021Wedbush Securities Inc.42,938$5.59M0.3%+29.2%0.002%
7/31/2021AMI Investment Management Inc.8,177$1.15M0.5%-4.6%0.000%
7/31/2021AXS Investments LLC10,726$1.51M0.5%+25.0%0.000%
7/31/2021Advanced Asset Management Advisors Inc38,298$5.40M1.1%-0.5%0.001%
7/31/2021Arkadios Wealth Advisors25,518$3.60M0.4%+29.8%0.001%
7/31/2021Aull & Monroe Investment Management Corp2,231$0.32M0.1%-4.3%0.000%
7/31/2021Beach Investment Counsel Inc. PA1,453$0.21M0.0%N/A0.000%
7/31/2021Beck Mack & Oliver LLC126,090$17.78M0.5%-2.1%0.004%
7/31/2021Townsend Asset Management Corp NC ADV5,013$0.71M0.4%+3.1%0.000%
7/31/2021Tuttle Tactical Management1,509$0.21M0.1%N/A0.000%
7/31/2021Welch Group LLC13,315$1.88M0.1%-8.4%0.000%
7/31/2021Ziegler Capital Management LLC89,619$12.64M0.4%-6.2%0.003%
7/31/2021Amarillo National Bank9,543$1.35M0.3%-2.1%0.000%
7/31/2021Bank of Hawaii25,316$3.57M0.2%-1.5%0.001%
7/31/2021Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,283$1.45M0.5%+15.8%0.000%
7/31/2021Birch Hill Investment Advisors LLC7,849$1.11M0.1%-11.3%0.000%
7/31/2021Boston Trust Walden Corp4,934$0.70M0.0%+11.3%0.000%
7/31/2021Bradley Mark J.23,666$3.34M2.2%-2.8%0.001%
7/31/2021Burleson & Company LLC706$100K0.0%-18.9%0.000%
7/31/2021Busey Wealth Management29,387$4.14M0.2%-3.6%0.001%
7/31/2021Calamos Advisors LLC593,765$83.73M0.4%+38.6%0.021%
(Data available from 1/1/2016 forward)

This page was last updated on 8/2/2021 by MarketBeat.com Staff
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