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Walmart (WMT) Institutional Ownership

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(As of 04/30/2024 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)
2377
Total
Institutional Inflows
(last 12 months)
$55.46B
Number of
Institutional Sellers
(last 12 months)
1573
Total
Institutional Outflows
(last 12 months)
$3.15B
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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
4/30/2024Valued Wealth Advisors LLC811$49K0.0%+1,322.8%0.000%
4/30/2024RF&L Wealth Management LLC29,400$1.77M1.4%+200.0%0.000%
4/30/2024Violich Capital Management Inc.12,975$781K0.1%+228.5%0.000%
4/30/2024Woodward Diversified Capital LLC18,456$1.11M0.7%+225.0%0.000%
4/30/2024Summit Place Financial Advisors LLC52,698$3.17M1.9%+188.3%0.001%
4/30/2024Concord Wealth Partners15,654$942K0.2%+238.4%0.000%
4/30/2024MN Wealth Advisors LLC10,830$652K0.4%+204.8%0.000%
4/30/2024WealthBridge Capital Management LLC3,573$215K0.1%N/A0.000%
4/30/2024Harel Insurance Investments & Financial Services Ltd.11,274$678K0.0%-31.1%0.000%
4/30/2024Delta Financial Group Inc.14,090$848K0.2%+188.7%0.000%
4/30/2024Vance Wealth Inc.4,650$280K0.1%+240.4%0.000%
4/30/2024Private Wealth Management Group LLC849$51K0.0%+169.5%0.000%
4/30/2024Naples Money Management LLC39,042$2.35M2.3%+90,695.3%0.000%
4/30/2024Macroview Investment Management LLC2,424$146K0.2%+200.0%0.000%
4/30/2024Joel Isaacson & Co. LLC29,232$1.76M0.1%+279.1%0.000%
4/30/2024Vest Financial LLC697,158$41.95M1.1%+324.1%0.009%
4/30/2024Signet Investment Advisory Group Inc.93,504$5.63M3.1%+203.6%0.001%
4/30/2024Garrett Wealth Advisory Group LLC6,820$410K0.2%+203.9%0.000%
4/30/2024Sitrin Capital Management LLC112,286$6.76M3.7%+199.4%0.001%
4/30/2024Arkadios Wealth Advisors168,516$10.14M0.8%+209.5%0.002%
4/30/2024Tandem Investment Advisors Inc.15,067$907K0.0%+118.3%0.000%
4/30/2024Camden National Bank14,468$871K0.2%+186.5%0.000%
4/30/2024Caprock Group LLC59,032$3.56M0.2%+218.9%0.001%
4/30/2024Naples Global Advisors LLC49,216$2.97M0.3%+198.1%0.001%
4/30/2024Mayflower Financial Advisors LLC5,797$349K0.0%+208.4%0.000%
4/30/2024M3 Advisory Group LLC5,925$357K0.3%+235.3%0.000%
4/30/2024Lakeridge Wealth Management LLC7,509$452K0.3%+201.2%0.000%
4/30/2024Independent Family Office LLC7,620$458K0.2%+200.0%0.000%
4/30/2024Investment Advisory Group LLC3,633$219K0.1%N/A0.000%
4/30/2024Argent Capital Management LLC31,725$1.91M0.1%+200.0%0.000%
4/30/2024Hazlett Burt & Watson Inc.5,223$315K0.2%+205.6%0.000%
4/30/2024OFI Invest Asset Management324,811$18.10M0.5%+211.2%0.004%
4/30/2024Renaissance Investment Group LLC4,749$286K0.1%+199.1%0.000%
4/30/2024Stock Yards Bank & Trust Co.115,269$6.94M0.2%+182.7%0.001%
4/30/2024Claret Asset Management Corp68,857$4.14M0.7%+196.7%0.001%
4/30/2024Townsend Asset Management Corp NC ADV12,134$730K0.3%+192.7%0.000%
4/29/2024Commonwealth Equity Services LLC2,930,772$176.35M0.3%+208.5%0.036%
4/29/2024Mcdaniel Terry & Co.5,847$352K0.0%+235.6%0.000%
4/29/2024FAS Wealth Partners Inc.73,550$4.43M0.4%+203.5%0.001%
4/29/2024Field & Main Bank121,776$7.33M2.8%+202.4%0.002%
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4/29/2024Boyd Watterson Asset Management LLC OH5,121$308K0.1%+200.0%0.000%
4/29/2024Greenleaf Trust137,462$8.27M0.1%+203.0%0.002%
4/29/2024Principal Financial Group Inc.5,499,510$330.91M0.2%+202.9%0.068%
4/29/2024ETF Store Inc.4,767$287K0.2%+196.6%0.000%
4/29/2024Benjamin Edwards Inc.76,843$4.62M0.9%+199.2%0.001%
4/29/2024Crew Capital Management Ltd.4,308$259K0.2%N/A0.000%
4/29/2024Benjamin F. Edwards & Company Inc.229,739$13.82M0.3%+193.2%0.003%
4/29/2024Seascape Capital Management4,104$247K0.1%+175.1%0.000%
4/29/2024Silicon Valley Capital Partners1,385$83K0.0%+199.8%0.000%
4/29/2024Page Arthur B32,466$1.95M2.0%+166.1%0.000%
4/29/2024Castle Wealth Management LLC10,456$631K0.3%+182.2%0.000%
4/29/2024Meritage Portfolio Management60,278$3.63M0.2%+194.0%0.001%
4/29/2024Onyx Bridge Wealth Group LLC6,770$407K0.1%+265.7%0.000%
4/29/2024Insight Inv LLC35,916$2.16M1.9%+201.4%0.000%
4/29/2024Heritage Investors Management Corp574,330$34.56M1.2%+195.3%0.007%
4/29/2024 Diversified Investment Strategies LLC68,735$4.14M2.8%+198.6%0.001%
4/29/2024RWA Wealth Partners LLC605,841$36.45M0.5%+222.4%0.008%
4/29/2024Wealthspan Partners LLC17,790$1.07M0.6%+207.3%0.000%
4/29/2024Phillips Wealth Planners LLC5,991$358K0.4%+223.0%0.000%
4/29/2024American Capital Advisory LLC4,123$248K0.2%-20.0%0.000%
4/29/2024Tower Bridge Advisors106,710$6.42M0.7%+78.7%0.001%
4/29/2024Schaper Benz & Wise Investment Counsel Inc. WI7,023$423K0.0%+244.1%0.000%
4/29/2024PBMares Wealth Management LLC28,387$1.71M0.4%+198.7%0.000%
4/29/2024Summit Global Investments111,495$6.71M0.5%+332.4%0.001%
4/29/2024Union Savings Bank693$42K0.0%+200.0%0.000%
4/29/2024First National Bank & Trust Co. of Newtown28,101$1.69M0.3%+196.6%0.000%
4/29/2024China Universal Asset Management Co. Ltd.9,647$590K0.1%-51.8%0.000%
4/29/2024Marks Group Wealth Management Inc4,716$284K0.0%+192.0%0.000%
4/29/2024Bradley & Co. Private Wealth Management LLC111,013$6.68M5.4%N/A0.001%
4/29/2024Intelligent Financial Strategies4,845$293K0.2%+200.0%0.000%
4/29/2024Guardian Wealth Advisors LLC3,644$219K0.1%N/A0.000%
4/29/2024Newman Dignan & Sheerar Inc.12,201$734K0.2%+201.1%0.000%
4/29/2024Zweig DiMenna Associates LLC246,030$14.80M1.3%+200.0%0.003%
4/27/2024 Weatherly Asset Management L. P.36,514$2.21M0.2%+197.6%0.000%
4/27/2024 James Hambro & Partners9,603$578K0.0%+205.7%0.000%
4/27/2024 Kellett Wealth Advisors LLC5,692$342K0.2%+200.1%0.000%
4/27/2024 Vigilare Wealth Management24,725$1.49M0.7%+193.3%0.000%
4/27/2024 Phoenix Wealth Advisors58,225$3.50M2.1%+284.8%0.001%
4/27/2024 Hourglass Capital LLC82,128$4.94M1.5%+197.8%0.001%
4/27/2024 Nadler Financial Group Inc.4,291$258K0.0%N/A0.000%
4/27/2024 NORTHSTAR ASSET MANAGEMENT Co LLC46,280$2.79M0.7%+202.2%0.001%
4/27/2024 Treasure Coast Financial Planning4,028$242K0.2%N/A0.000%
4/27/2024 Conning Inc.103,102$6.20M0.2%+197.9%0.001%
4/27/2024 Finer Wealth Management Inc.49,317$2.97M1.9%+218.9%0.001%
4/27/2024 Foster Victor Wealth Advisors LLC155,138$9.32M0.9%+191.5%0.002%
4/27/2024 K.J. Harrison & Partners Inc148,577$8.94M1.4%+86.5%0.002%
4/27/2024 Capital Performance Advisors LLP4,436$267K0.1%+227.6%0.000%
4/27/2024 Austin Asset Management Co Inc8,112$488K0.1%+191.3%0.000%
4/27/2024 BayBridge Capital Group LLC19,324$1.16M1.0%+216.1%0.000%
4/26/2024 Pinnacle Associates Ltd.380,728$22.91M0.4%+196.4%0.005%
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4/26/2024 Trueblood Wealth Management LLC12,073$726K0.4%+262.1%0.000%
4/26/2024 Sterling Investment Counsel LLC33,193$2.00M0.9%+222.4%0.000%
4/26/2024 Securian Asset Management Inc.252,128$15.17M0.4%+179.1%0.003%
4/26/2024 Aspen Investment Management Inc43,567$2.62M1.3%+196.1%0.001%
4/26/2024 Plan Group Financial LLC13,925$838K0.6%N/A0.000%
4/26/2024 McGuire Investment Group LLC150,017$9.03M1.3%+263.2%0.002%
4/26/2024 BLB&B Advisors LLC9,065$545K0.0%+199.8%0.000%
4/26/2024 Planned Solutions Inc.5,148$310K0.2%+200.0%0.000%
4/26/2024 Pavion Blue Capital LLC109,014$6.56M3.2%+199.0%0.001%
4/26/2024 UMB Bank n.a.807,622$48.60M0.8%+230.8%0.010%
(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, 3,321 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 2,999 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 1,120,660,936 shares in the last 24 months. This purchase volume represents approximately $58.94B in transactions.

Which Walmart major shareholders have been selling company stock?

Of the 2,227 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 140,352,226 shares in the last 24 months. This volume of shares sold represents approximately $6.67B in transactions.


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This page (NYSE:WMT) was last updated on 4/30/2024 by MarketBeat.com Staff

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