| 4 | Invesco Ltd. | 148.5M | $16.81B | +44.7% | 1.862% | 1.33% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 106.4M | $12.00B | +0.6% | 1.336% | 0.64% |
| 6 | JPMORGAN CHASE & CO | 96.3M | $11.04B | -21.4% | 1.208% | 0.61% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 94.8M | $10.73B | +1.1% | 1.189% | 0.48% |
| 8 | MORGAN STANLEY | 88.3M | $10.00B | +2.8% | 1.108% | 0.53% |
| 9 | BANK OF AMERICA CORP /DE/ | 65.8M | $7.46B | -0.0% | 0.826% | 0.48% |
| 10 | NORGES BANK | 57.4M | $6.50B | — | 0.720% | 0.65% |
| 11 | GOLDMAN SACHS GROUP INC | 44.5M | $5.04B | +5.4% | 0.558% | 0.44% |
| 12 | Fisher Asset Management, LLC | 41.5M | $4.70B | +1.3% | 0.521% | 1.40% |
| 13 | NORTHERN TRUST CORP | 41.0M | $4.64B | -1.9% | 0.514% | 0.54% |
| 14 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 39.0M | $4.42B | 0.0% | 0.489% | 3.02% |
| 15 | FMR LLC | 31.3M | $3.54B | -1.6% | 0.392% | 0.15% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 30.5M | $3.45B | +0.5% | 0.383% | 0.46% |
| 17 | WELLS FARGO & COMPANY/MN | 29.0M | $3.29B | -1.3% | 0.364% | 0.53% |
| 18 | ROYAL BANK OF CANADA | 29.0M | $3.28B | -1.8% | 0.364% | 0.49% |
| 19 | Bank of New York Mellon Corp | 27.2M | $3.08B | -3.5% | 0.341% | 0.50% |
| 20 | AMERIPRISE FINANCIAL INC | 27.0M | $3.06B | -2.1% | 0.339% | 0.62% |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 27.0M | $3.06B | -0.2% | 0.339% | 0.56% |
| 22 | Legal & General Group Plc | 25.7M | $2.91B | -4.7% | 0.322% | 0.61% |
| 23 | FRANKLIN RESOURCES INC | 25.3M | $2.87B | -8.2% | 0.318% | 0.62% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 24.7M | $2.79B | -0.3% | 0.309% | 0.61% |
| 25 | RAYMOND JAMES FINANCIAL INC | 24.2M | $2.74B | +0.4% | 0.304% | 0.74% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WMT — a direct measure of their conviction.
| 35.16% |
| 0.70 pp |
| $234.98B |
| 6.6% |
| Q4 2024 | 3,746 | +12% | 35.86% | +1.13 pp | $251.48B | +17% |
| Q3 2024 | 3,350 | — | 34.73% | — | $214.62B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
WMT institutional ownership rose by 1.19 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 49.8% of all reported 13F value in WMT, and the top 25 account for 65.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Walmart Inc. (WMT) Institutional Ownership