NYSE:WMT

Walmart - WMT Institutional Ownership

$145.52

+1.29 (+0.89%)

(As of 03/30/2023 10:28 AM ET)

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Today's Range: $145.02
▼
$146.60
50-Day Range: $136.97
▼
$147.33
52-Week Range: $117.27
▼
$160.77

Volume: 2.11 million shs
Average Volume: 6.45 million shs
Market Capitalization: $392.27 billion

P/E Ratio: 34.00
Dividend Yield: 1.57%
Price Target: $162.44

Institutional Ownership

Current Institutional Ownership Percentage: 31.27%
Number of Institutional Buyers (last 12 months): 2112
Total Institutional Inflows (last 12 months): $17.72 B
Number of Institutional Sellers (last 12 months): 1668
Total Institutional Outflows (last 12 months): $11.22 B

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
3/27/2023	Neo Ivy Capital Management	1,932	$0.27M	0.2%	N/A	0.000%
3/23/2023	MetLife Investment Management LLC	368,830	$52.30M	0.4%	-2.6%	0.014%
3/15/2023	B. Riley Wealth Advisors Inc.	106,754	$15.19M	0.4%	+3.6%	0.004%
3/13/2023	Claro Advisors LLC	9,662	$1.37M	0.4%	+12.0%	0.000%
3/10/2023	Mather Group LLC.	25,447	$3.61M	0.1%	+6.0%	0.001%
3/8/2023	Capital Asset Advisory Services LLC	21,632	$3.11M	0.2%	+3.0%	0.001%

3/8/2023	Sheets Smith Wealth Management	4,697	$0.67M	0.1%	-1.9%	0.000%
3/7/2023	Great Lakes Retirement Inc.	4,153	$0.59M	0.2%	N/A	0.000%
3/6/2023	Rockefeller Capital Management L.P.	448,145	$63.54M	0.3%	-0.5%	0.017%
3/6/2023	Aldebaran Financial Inc.	8,253	$1.17M	1.3%	-5.5%	0.000%
3/6/2023	North Star Asset Management Inc.	3,248	$0.46M	0.0%	+19.6%	0.000%
3/3/2023	Crumly & Associates Inc.	5,146	$0.73M	0.3%	-1.5%	0.000%
3/2/2023	Oliver Lagore Vanvalin Investment Group	311	$44K	0.0%	-28.3%	0.000%
3/1/2023	Lakewood Asset Management LLC	2,325	$0.33M	0.3%	N/A	0.000%
3/1/2023	Whitener Capital Management Inc.	69,319	$9.83M	4.3%	-2.5%	0.003%
3/1/2023	DDFG Inc	2,297	$0.33M	0.1%	N/A	0.000%
3/1/2023	Regal Investment Advisors LLC	30,763	$4.36M	0.4%	+1.3%	0.001%
2/28/2023	Cypress Asset Management Inc. TX	1,843	$0.26M	0.1%	-15.0%	0.000%
2/28/2023	Voya Investment Management LLC	1,848,133	$262.05M	0.4%	+1.5%	0.069%
2/27/2023	Gallagher Benefit Services Inc.	6,777	$0.96M	0.2%	N/A	0.000%
2/27/2023	Benin Management CORP	5,816	$0.83M	0.3%	+7.4%	0.000%
2/27/2023	Objective Capital Management LLC	1,865	$0.26M	0.3%	+7.9%	0.000%
2/27/2023	Harvey Capital Management Inc.	16,650	$2.36M	1.0%	-2.3%	0.001%
2/27/2023	ST Germain D J Co. Inc.	117,595	$7.60M	2.6%	+86.9%	0.004%
2/24/2023	Builder Investment Group Inc. ADV	2,995	$0.43M	0.2%	N/A	0.000%
2/24/2023	Garde Capital Inc.	888	$0.13M	0.0%	+14.7%	0.000%
2/24/2023	RiverFront Investment Group LLC	56,137	$1.64M	0.4%	-13.9%	0.002%
2/24/2023	Athena Investment Management	3,967	$0.56M	0.4%	+2.8%	0.000%
2/23/2023	Centurion Wealth Management LLC	1,737	$0.25M	0.1%	N/A	0.000%
2/23/2023	Chesapeake Wealth Management	7,654	$1.09M	0.5%	+37.6%	0.000%
2/22/2023	Tillman Hartley LLC	1,907	$0.27M	0.1%	N/A	0.000%
2/22/2023	CVA Family Office LLC	8,608	$1.22M	0.3%	+1.6%	0.000%
2/21/2023	DGS Capital Management LLC	3,253	$0.46M	0.3%	+6.1%	0.000%
2/21/2023	Macquarie Group Ltd.	471,163	$66.81M	0.1%	-4.1%	0.017%
2/21/2023	Insight Advisors LLC PA	9,594	$1.38M	0.5%	-3.5%	0.000%
2/21/2023	Ruedi Wealth Management Inc.	465	$66K	0.0%	N/A	0.000%
2/21/2023	Northwestern Mutual Wealth Management Co.	225,068	$31.91M	0.0%	0.0%	0.008%
2/21/2023	B. Riley Wealth Advisors Inc.	107,904	$15.35M	0.4%	+4.7%	0.004%
2/21/2023	Equitable Trust Co.	16,453	$2.33M	0.2%	+1.8%	0.001%
2/21/2023	Northwestern Mutual Investment Management Company LLC	44,236	$6.27M	0.2%	-16.4%	0.002%

2/21/2023	Security National Bank of SO Dak	16,391	$2.32M	1.7%	+2.8%	0.001%
2/21/2023	National Pension Service	2,122,575	$300.96M	0.6%	+1.7%	0.079%
2/21/2023	Biltmore Wealth Management LLC	244	$8.39B	10.4%	N/A	0.000%
2/17/2023	Truist Financial Corp	1,388,222	$196.84M	0.3%	+0.2%	0.051%
2/17/2023	Coppell Advisory Solutions Corp.	801	$0.11M	0.0%	N/A	0.000%
2/17/2023	Auxier Asset Management	51,542	$7.31M	1.3%	-0.4%	0.002%
2/17/2023	Compass Wealth Management LLC	8,424	$1.19M	0.4%	N/A	0.000%
2/17/2023	Ascent Group LLC	46,188	$6.55M	0.8%	+3.7%	0.002%
2/17/2023	St. Louis Financial Planners Asset Management LLC	10,896	$1.55M	1.5%	N/A	0.000%
2/17/2023	Massachusetts Wealth Management	4,651	$0.67M	0.6%	N/A	0.000%
2/17/2023	Linden Thomas Advisory Services LLC	2,730	$0.39M	0.1%	N/A	0.000%
2/17/2023	Strait & Sound Wealth Management LLC	7,032	$1.02M	1.1%	N/A	0.000%
2/16/2023	Bensler LLC	19,555	$2.77M	0.6%	-1.1%	0.001%
2/16/2023	GHP Investment Advisors Inc.	53,628	$7.60M	0.5%	+5.3%	0.002%
2/16/2023	WealthPLAN Partners LLC	9,714	$1.41M	0.1%	N/A	0.000%
2/16/2023	American Trust	3,612	$0.51M	0.0%	+5.1%	0.000%
2/16/2023	Beach Investment Counsel Inc. PA	1,453	$0.21M	0.0%	N/A	0.000%
2/16/2023	Security National Bank of Sioux City Iowa IA	13,832	$1.96M	1.5%	-0.7%	0.001%
2/16/2023	Moneta Group Investment Advisors LLC	22,855	$3.24M	0.1%	+12.3%	0.001%
2/16/2023	Alliancebernstein L.P.	5,406,814	$766.63M	0.3%	-4.6%	0.200%
2/16/2023	AlphaQ Advisors LLC	21,323	$3.02M	2.6%	N/A	0.001%
2/16/2023	Berkshire Asset Management LLC PA	197,455	$28M	1.8%	+1.8%	0.007%
2/16/2023	Certified Advisory Corp	6,388	$0.91M	0.2%	+4.0%	0.000%
2/16/2023	CreativeOne Wealth LLC	32,611	$4.62M	0.3%	-6.8%	0.001%
2/16/2023	FWL Investment Management LLC	369	$52K	0.0%	N/A	0.000%
2/16/2023	Financial Advocates Investment Management	13,360	$1.89M	0.1%	+7.9%	0.000%
2/16/2023	Kerntke Otto McGlone Wealth Management Group	2,861	$0.41M	0.5%	+11.7%	0.000%
2/16/2023	Personal Capital Advisors Corp	787,796	$111.70M	0.5%	+1.9%	0.029%
2/16/2023	RFG Advisory LLC	26,325	$3.73M	0.2%	+3.6%	0.001%
2/16/2023	Resurgent Financial Advisors LLC	11,136	$1.58M	0.8%	-11.5%	0.000%
2/16/2023	State of Wyoming	2,693	$0.38M	0.1%	+414.9%	0.000%
2/16/2023	United Capital Financial Advisers LLC	586,491	$83.16M	0.5%	+0.1%	0.022%
2/16/2023	Wellington Shields & Co. LLC	7,825	$1.11M	0.3%	-6.0%	0.000%
2/16/2023	Harbour Investments Inc.	10,432	$1.48M	0.1%	-6.0%	0.000%
2/16/2023	Live Oak Investment Partners	2,646	$0.38M	0.3%	N/A	0.000%
2/16/2023	One Capital Management LLC	51,428	$7.29M	0.4%	-0.9%	0.002%
2/16/2023	CoreFirst Bank & Trust	13,520	$1.92M	1.5%	-1.7%	0.001%
2/16/2023	Silverlake Wealth Management LLC	3,517	$0.50M	0.3%	N/A	0.000%
2/16/2023	Gateway Wealth Partners LLC	2,876	$0.41M	0.1%	N/A	0.000%
2/15/2023	Applied Finance Capital Management LLC	105,634	$14.98M	2.0%	N/A	0.004%
2/15/2023	Greenwood Gearhart Inc.	137,859	$19.55M	2.8%	+0.9%	0.005%
2/15/2023	RiverFront Investment Group LLC	56,137	$1.64M	0.4%	-13.9%	0.002%
2/15/2023	Public Employees Retirement System of Ohio	925,054	$131.16M	0.6%	+1.7%	0.034%
2/15/2023	Steward Partners Investment Advisory LLC	189,262	$26.84M	0.5%	-0.7%	0.007%
2/15/2023	Front Row Advisors LLC	12,752	$1.82M	0.9%	-2.8%	0.000%
2/15/2023	CI Private Wealth LLC	530,852	$75.28M	0.3%	N/A	0.020%
2/15/2023	Metropolitan Life Insurance Co NY	81,635	$11.58M	0.6%	-3.8%	0.003%
2/15/2023	MetLife Investment Management LLC	368,830	$52.30M	0.4%	-2.6%	0.014%
2/15/2023	WealthPlan Investment Management LLC	9,714	$1.42M	0.1%	+3.5%	0.000%
2/15/2023	Moneta Group Investment Advisors LLC	22,854,919	$3.24B	0.1%	+112,181.6%	0.847%

2/15/2023	Kensington Investment Counsel LLC	16,824	$2.39M	1.9%	+0.7%	0.001%
2/15/2023	Columbia Trust Co 01012016	1,486	$0.21M	0.1%	N/A	0.000%
2/15/2023	Legacy Financial Group Inc.	2,963	$0.42M	0.3%	N/A	0.000%
2/15/2023	CIC Wealth LLC	18,779	$2.66M	1.1%	N/A	0.001%
2/15/2023	Atlas Capital Advisors LLC	5,782	$0.82M	0.1%	-2.7%	0.000%
2/15/2023	Investment Advisory Services Inc. TX ADV	36,609	$5.22M	2.7%	+1.5%	0.001%
2/15/2023	State of Tennessee Treasury Department	315,940	$44.80M	0.2%	-3.8%	0.012%
2/15/2023	Salem Investment Counselors Inc.	116,539	$16.58M	0.7%	+0.2%	0.004%
2/15/2023	Simplicity Wealth LLC	5,489	$0.78M	0.7%	+1.7%	0.000%
2/15/2023	Apollon Wealth Management LLC	27,029	$3.83M	0.3%	+10.3%	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, 3,187 institutional investors and hedge funds held shares of Walmart. The most heavily invested institutionals were Arete Wealth Advisors LLC ($4,096.90B), Aspire Private Capital LLC ($695.38B), Border to Coast Pensions Partnership Ltd ($19.49B), Vanguard Group Inc. ($16.88B), BlackRock Inc. ($12.53B), Biltmore Wealth Management LLC ($8.39B), and Private Advisor Group LLC ($8.22B).Learn more on WMT's institutional investors.
What percentage of Walmart stock is owned by institutional investors?: 31.27% 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 2,867 institutional investors that purchased Walmart stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($38.55M), Moneta Group Investment Advisors LLC ($22.84M), GQG Partners LLC ($15.43M), Fisher Asset Management LLC ($9.10M), BlackRock Inc. ($7.61M), Arrowstreet Capital Limited Partnership ($5.97M), and Invesco Ltd. ($5.30M).

How much institutional buying is happening at Walmart?: Institutional investors have bought a total of 267,859,568 shares in the last 24 months. This purchase volume represents approximately $37.50B in transactions.
Which Walmart major shareholders have been selling company stock?: Of the 2,172 institutional investors that sold Walmart stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fisher Asset Management LLC ($12.49M), GQG Partners LLC ($5.61M), State Street Corp ($4.03M), Bill & Melinda Gates Foundation Trust ($4M), California Public Employees Retirement System ($3.61M), Aaron Wealth Advisors LLC ($3.21M), and Renaissance Technologies LLC ($3.14M).
How much institutional selling is happening at Walmart?: Institutional investors have sold a total of 159,325,679 shares in the last 24 months. This volume of shares sold represents approximately $21.86B in transactions.

This page (NYSE:WMT) was last updated on 3/30/2023 by MarketBeat.com Staff

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Walmart - WMT Institutional Ownership

WMT Institutional Buying and Selling by Quarter

Walmart Major Shareholders & Ownership History

WMT Institutional Ownership - Frequently Asked Questions

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Walmart - WMT Institutional Ownership

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

WMT Institutional Buying and Selling by Quarter

Walmart Major Shareholders & Ownership History

WMT Institutional Ownership - Frequently Asked Questions