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Walmart (WMT) Institutional Ownership

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+0.67 (+1.05%)
(As of 05/17/2024 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)
2494
Total
Institutional Inflows
(last 12 months)
$81.81B
Number of
Institutional Sellers
(last 12 months)
1434
Total
Institutional Outflows
(last 12 months)
$2.10B
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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
5/17/2024Aspect Partners LLC663$40K0.0%+200.0%0.000%
5/17/2024 Citizens Financial Group Inc. RI147,812$8.89M0.3%+200.1%0.002%
5/17/2024CCM Investment Advisers LLC200,726$12.08M1.4%+207.2%0.002%
5/17/2024Advisory Resource Group8,213$494K0.1%+189.5%0.000%
5/17/2024Heartland Bank & Trust Co27,005$1.63M0.9%+277.1%0.000%
5/17/2024Kozak & Associates Inc.503$32K0.0%+216.4%0.000%
5/17/2024 New Covenant Trust Company N.A.8,191$493K0.5%N/A0.000%
5/17/2024 Plato Investment Management Ltd92,039$5.54M0.6%+1,632.3%0.001%
5/17/2024 Western Pacific Wealth Management LP5,676$342K0.2%+200.0%0.000%
5/17/2024 XML Financial LLC24,626$1.48M0.2%+200.9%0.000%
5/17/2024 Woodson Capital Management LP295,000$17.75M2.8%+201.0%0.004%
5/17/2024 iA Global Asset Management Inc.192,525$11.58M0.1%+242.7%0.002%
5/17/2024 WealthPlan Investment Management LLC180,802$10.88M1.7%+297.2%0.002%
5/17/2024 Garner Asset Management Corp41,299$2.49M1.2%+175.7%0.001%
5/17/2024 KLCM Advisors Inc.4,784$288K0.0%+219.4%0.000%
5/17/2024 Vista Investment Partners LLC30,407$1.83M0.6%+201.1%0.000%
5/17/2024 First Western Trust Bank22,194$1.34M0.1%+189.5%0.000%
5/17/2024 Jaffetilchin Investment Partners LLC31,869$1.92M0.2%+201.0%0.000%
5/17/2024 Beacon Capital Management LLC24,503$1.47M0.3%+249.0%0.000%
5/17/2024 Semmax Financial Advisors Inc.9,842$596K0.2%+488.6%0.000%
5/17/2024 Pineridge Advisors LLC6,987$420K0.1%+199.2%0.000%
5/17/2024 Hancock Whitney Corp157,207$9.46M0.3%+225.9%0.002%
5/17/2024 Comerica Bank1,855,622$111.65M0.5%+207.8%0.023%
5/17/2024 Empirical Capital Management LLC192,000$11.55M9.4%+200.0%0.002%
5/17/2024 Coppell Advisory Solutions Corp.6,426$387K0.1%N/A0.000%
5/17/2024 Tidal Investments LLC268,073$16.14M0.3%+138.3%0.003%
5/17/2024 Clear Point Advisors Inc.1,198$72K0.1%+302.0%0.000%
5/17/2024 Creekmur Asset Management LLC24,067$1.45M0.5%+225.7%0.000%
5/17/2024 Wiser Advisor Group LLC13,646$822K1.3%+190.2%0.000%
5/17/2024 Motley Fool Asset Management LLC274,520$16.52M1.0%+243.0%0.003%
5/16/2024 Redwood Investment Management LLC8,742$526K0.1%+121.0%0.000%
5/16/2024 California State Teachers Retirement System7,219,320$434.39M0.5%+202.6%0.090%
5/16/2024 Global Financial Private Client LLC7,338$440K0.2%+200.0%0.000%
5/16/2024 Slagle Financial LLC7,509$452K0.2%+72.5%0.000%
5/16/2024 Meiji Yasuda Life Insurance Co269,516$16.22M0.3%+350.4%0.003%
5/16/2024 Mango Five Family Inc.26,559$1.60M0.5%+200.0%0.000%
5/16/2024 Levin Capital Strategies L.P.227,684$13.70M1.4%+204.9%0.003%
5/16/2024 FSA Wealth Management LLC526$32K0.0%+253.0%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.103,607$6.23M0.1%+3.3%0.001%
5/16/2024 Ancora Advisors LLC134,715$8.11M0.2%+206.1%0.002%
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5/16/2024 Dynasty Wealth Management LLC25,536$1.54M0.0%N/A0.000%
5/16/2024 Virtus Investment Advisers Inc.7,704$464K0.3%+440.6%0.000%
5/16/2024 Avenir Corp3,588$216K0.0%N/A0.000%
5/16/2024 High Falls Advisors Inc9,592$577K0.1%+172.1%0.000%
5/16/2024 Sweeney & Michel LLC7,134$427K0.2%N/A0.000%
5/16/2024 WPWealth LLP4,244$255K0.1%+163.6%0.000%
5/16/2024 Oxford Wealth Group LLC4,417$266K0.2%N/A0.000%
5/16/2024 Whalerock Point Partners LLC29,613$1.78M0.5%+213.5%0.000%
5/16/2024 Industrial Alliance Investment Management Inc.7,290$439K0.2%+210.2%0.000%
5/16/2024 Ionic Capital Management LLC5,891$354K0.1%N/A0.000%
5/16/2024 Iron Gate Global Advisors LLC48,243$2.91M0.5%+201.9%0.001%
5/16/2024 Jacobs Levy Equity Management Inc.408,282$24.57M0.1%N/A0.005%
5/16/2024 Janus Henderson Group PLC732,829$44.09M0.0%+248.0%0.009%
5/16/2024 Kingdon Capital Management L.L.C.130,500$7.85M0.9%N/A0.002%
5/16/2024 Kraft Davis & Associates LLC6,929$412K0.1%+194.1%0.000%
5/16/2024 Bridgeway Capital Management LLC437,420$26.32M0.5%+202.0%0.005%
5/16/2024 Bayesian Capital Management LP52,800$3.18M0.3%N/A0.001%
5/16/2024 BlueSpruce Investments LP10,332,775$621.72M11.1%+186.6%0.128%
5/16/2024 Waverly Advisors LLC71,384$4.30M0.1%+311.9%0.001%
5/16/2024 Kinloch Capital LLC58,067$3.49M1.8%+211.4%0.001%
5/16/2024 Silvercrest Asset Management Group LLC93,833$5.65M0.0%+180.7%0.001%
5/16/2024 Captrust Financial Advisors968,579$58.28M0.2%+156.9%0.012%
5/16/2024 Zurich Insurance Group Ltd FI1,540,830$92.71M0.8%+6,173.5%0.019%
5/16/2024 Lavaca Capital LLC20,421$1.23M0.7%+305.9%0.000%
5/15/2024 Ascent Group LLC131,560$7.92M0.7%+160.1%0.002%
5/15/2024 SVB Wealth LLC148,177$8.92M0.2%+187.4%0.002%
5/15/2024 Transcendent Capital Group LLC19,449$1.17M0.6%+406.2%0.000%
5/15/2024 Mount Yale Investment Advisors LLC17,206$1.04M0.1%+234.6%0.000%
5/15/2024 Evergreen Wealth Solutions LLC9,425$567K0.4%+188.8%0.000%
5/15/2024 Perritt Capital Management Inc.3,043$183K0.1%+201.0%0.000%
5/15/2024 Beaird Harris Wealth Management LLC1,883$113K0.0%+285.1%0.000%
5/15/2024 Talisman Wealth Advisors LLC3,374$203K0.3%N/A0.000%
5/15/2024 Public Employees Retirement System of Ohio2,200,889$132.43M0.5%+182.9%0.027%
5/15/2024 Steadfast Capital Management LP720,330$43.34M1.0%-37.5%0.009%
5/15/2024 Public Employees Retirement Association of Colorado3,745,403$225.36M1.0%+193.9%0.046%
5/15/2024 Ceeto Capital Group LLC53,700$3.24M1.3%+200.0%0.001%
5/15/2024 NWI Management LP120,000$7.22M0.2%+200.0%0.001%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund141,265$8.50M0.6%+178.0%0.002%
5/15/2024 Kentucky Retirement Systems325,085$19.56M0.6%+184.8%0.004%
5/15/2024 Fairview Capital Investment Management LLC696,184$41.89M2.4%+192.5%0.009%
5/15/2024 CoreFirst Bank & Trust34,924$2.10M1.3%+198.7%0.000%
5/15/2024 Price T Rowe Associates Inc. MD56,861,234$3.42B0.4%+181.0%0.706%
5/15/2024 BOKF NA640,730$38.44M0.7%+202.5%0.008%
5/15/2024 Kestra Advisory Services LLC657,027$39.55M0.3%+239.5%0.008%
5/15/2024 Beck Capital Management LLC57,368$3.45M1.0%+265.4%0.001%
5/15/2024 Steel Grove Capital Advisors LLC4,488$270K0.0%+205.7%0.000%
5/15/2024 Lazard Asset Management LLC425,387$25.60M0.0%+500.4%0.005%
5/15/2024 Bank of Nova Scotia Trust Co.5,910$356K0.0%+200.0%0.000%
5/15/2024 Epoch Investment Partners Inc.2,458,279$147.92M0.7%+286.6%0.031%
5/15/2024 LRI Investments LLC26,528$1.60M0.2%N/A0.000%
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5/15/2024 1832 Asset Management L.P.1,294,147$77.87M0.0%+202.0%0.016%
5/15/2024 Linscomb Wealth Inc.19,994$1.20M0.1%+189.6%0.000%
5/15/2024 Truvestments Capital LLC7,407$446K0.2%+188.4%0.000%
5/15/2024 Quadrature Capital Ltd208,988$12.58M0.2%+48.4%0.003%
5/15/2024 Guardian Capital Advisors LP159,922$9.54M1.0%+99.4%0.002%
5/15/2024 Huber Capital Management LLC4,500$271K0.1%+200.0%0.000%
5/15/2024 Gabelli Funds LLC160,110$9.63M0.1%+199.3%0.002%
5/15/2024 Gamco Investors INC. ET AL74,195$4.46M0.0%+193.3%0.001%
5/15/2024 Stonebridge Capital Advisors LLC261,986$15.76M1.4%+204.0%0.003%
5/14/2024 Canada Pension Plan Investment Board11,122,273$669.23M0.7%+284.0%0.138%
(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, 3,354 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 3,062 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 ($820.54M), 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), BlueSpruce Investments LP ($10.33M), and Raymond James & Associates ($9.92M).

How much institutional buying is happening at Walmart?

Institutional investors have bought a total of 1,551,375,434 shares in the last 24 months. This purchase volume represents approximately $85.09B in transactions.

Which Walmart major shareholders have been selling company stock?

Of the 2,138 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), California Public Employees Retirement System ($3.35M), Deutsche Bank AG ($3.23M), and Envestnet Asset Management Inc. ($3.22M).

How much institutional selling is happening at Walmart?

Institutional investors have sold a total of 125,656,961 shares in the last 24 months. This volume of shares sold represents approximately $5.95B in transactions.


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This page (NYSE:WMT) was last updated on 5/18/2024 by MarketBeat.com Staff

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