Who holds WMTticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

WALMART INC · CMN · quarter ended 2026-03-31 · 60 members disclosed WMT ↗
3,642
holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed
$327B
combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled
1,611
addsholders whose share count rose or who opened the position (new + add), by shares
255
exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares
13F holders of WMT ranked by reported value
#FilerReported valueSharesΔ sharesChange
1BlackRock, Inc.$43.9B353,085,648+3,522,426add
2VANGUARD CAPITAL MANAGEMENT LLC$35.4B284,852,775no prior
3STATE STREET CORP$23.2B185,928,865+1,225,015add
4JPMORGAN CHASE & CO$15.1B122,469,785+7,036,146add
5GEODE CAPITAL MANAGEMENT, LLC$13.1B105,856,140+2,845,431add
6VANGUARD PORTFOLIO MANAGEMENT LLC$11.6B93,696,778no prior
7MORGAN STANLEY$10.7B85,906,471+1,633,455add
8BANK OF AMERICA CORP /DE/$8.2B65,844,247−3,355,984trim
9Invesco Ltd.$5.4B43,531,267+18,513,300add
10NORTHERN TRUST CORP$5.2B41,765,304+39,072add
11Fisher Asset Management, LLC$5.1B40,977,756+350,904add
12STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$4.8B38,994,9470no change
13GOLDMAN SACHS GROUP INC$4.7B38,069,182+4,445,645add
14FMR LLC$3.9B31,777,449−7,789,806trim
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$3.8B30,358,320−911,308trim
16WELLS FARGO & COMPANY/MN$3.6B29,282,350+920,148add
17Bank of New York Mellon Corp$3.5B28,142,040+1,681,353add
18ROYAL BANK OF CANADA$3.5B27,792,734+1,927,881add
19FRANKLIN RESOURCES INC$3.4B27,551,549−9,269,001trim
20AMERIPRISE FINANCIAL INC$3.4B27,217,128−3,167,627trim
21UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3.4B27,078,705+784,540add
22Legal & General Group Plc$3.3B26,927,577−250,484trim
23VANGUARD FIDUCIARY TRUST CO$3.1B24,732,164no prior
24RAYMOND JAMES FINANCIAL INC$3.0B24,130,868−581,907trim
25Nuveen, LLC$3.0B23,989,217−1,661,282trim
26UBS Group AG$2.5B20,057,124−3,661,052trim
27JENNISON ASSOCIATES LLC$2.5B19,951,179−102,676trim
28BARCLAYS PLC$2.1B16,599,102+9,534,948add
29DIMENSIONAL FUND ADVISORS LP$2.0B16,122,394+520,035add
30DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.9B15,505,517−1,446,598trim
31Amundi$1.8B14,403,631−1,537,222trim
32Swiss National Bank$1.6B12,864,800+848,400add
33BANK OF MONTREAL /CAN/$1.5B12,370,331+201,822add
34DEUTSCHE BANK AG\$1.5B12,082,073−1,210,529trim
35Sumitomo Mitsui Trust Group, Inc.$1.4B11,026,684+330,076add
36Mitsubishi UFJ Asset Management Co., Ltd.$1.3B10,525,198+1,122,472add
37National Pension Service$1.2B9,969,043+9,969,043new
38Vanguard Global Advisers, LLC$1.2B9,568,676no prior
39AQR CAPITAL MANAGEMENT LLC$1.2B9,542,894−2,830,439trim
40ALLIANCEBERNSTEIN L.P.$1.2B10,512,677−2,069,215trim
41WELLINGTON MANAGEMENT GROUP LLP$1.1B9,184,599−770,674trim
42LPL Financial LLC$1.1B8,904,910+53,611add
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$1.1B8,775,480+169,774add
44HSBC HOLDINGS PLC$1.1B8,457,802−13,137,702trim
45GATES FOUNDATION TRUST$1.0B8,390,4770no change
46ProShare Advisors LLC$1.0B8,341,425+5,940,505add
47CANADA PENSION PLAN INVESTMENT BOARD$983M7,910,057+1,252,673add
48RHUMBLINE ADVISERS$923M7,426,952−99,187trim
49Capital World Investors$873M7,028,401+2,808,966add
50VANGUARD ASSET MANAGEMENT, Ltd$834M6,711,112no prior
51CITIGROUP INC$790M6,359,479+1,407,128add
52NATIONAL BANK OF CANADA /FI/$790M6,358,346+1,896,703add
53PRINCIPAL FINANCIAL GROUP INC$737M5,928,783−248,091trim
54US BANCORP \DE\$681M5,481,909−119,742trim
55ENVESTNET ASSET MANAGEMENT INC$667M5,367,787+32,345add
56Capital Wealth Planning, LLC$641M5,154,836+1,162,001add
57VOYA INVESTMENT MANAGEMENT LLC$617M4,969,085−415,514trim
58Mariner, LLC$610M4,909,217+224,202add
59HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$587M4,722,474+4,036,614add
60Bank Julius Baer & Co. Ltd, Zurich$585M4,713,255+1,541,413add
61Neuberger Berman Group LLC$575M4,629,617−589,392trim
62Capital International Investors$563M4,526,714−794,604trim
63MANUFACTURERS LIFE INSURANCE COMPANY, THE$559M4,499,366−615,704trim
64AVIVA PLC$544M4,377,853−18,311trim
65BANK OF NOVA SCOTIA$529M4,258,338+3,370,380add
66VICTORY CAPITAL MANAGEMENT INC$513M4,124,223+2,135,215add
67SUSQUEHANNA INTERNATIONAL GROUP, LLP$511M4,113,335−516,063trim
68Aberdeen Group plc$475M3,824,175+125,799add
69STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$475M3,821,290−58,181trim
70TRUIST FINANCIAL CORP$470M3,785,445−63,412trim
71MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$466M3,749,201+3,003,106add
72FIFTH THIRD BANCORP$463M3,721,898+1,324,007add
73Universal- Beteiligungs- und Servicegesellschaft mbH$458M3,698,323+855,251add
74ADAGE CAPITAL PARTNERS GP, L.L.C.$455M3,662,026−211,300trim
75Korea Investment CORP$436M3,507,026−226,427trim
76AMERICAN CENTURY COMPANIES INC$431M3,468,512−184,553trim
77STIFEL FINANCIAL CORP$421M3,389,564−6,340,420trim
78MACKENZIE FINANCIAL CORP$421M3,387,290−262,380trim
79Focus Partners Wealth$421M3,385,185−135,670trim
80Zurcher Kantonalbank (Zurich Cantonalbank)$417M3,352,381+17,935add
81NEOS Investment Management LLC$411M3,308,411+2,712,341add
82AGF MANAGEMENT LTD$411M3,303,460+35,580add
83CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$405M3,258,645+320,333add
84Cerity Partners LLC$390M3,135,477−36,398trim
85Ensign Peak Advisors, Inc$382M3,074,864−244,007trim
86Robeco Institutional Asset Management B.V.$372M2,996,022+8,466add
87DANSKE BANK A/S$372M2,993,729+20,991add
88BNP Paribas Asset Management Holding S.A.$371M2,981,696−123,097trim
89HighTower Advisors, LLC$366M2,947,023+17,951add
90PRUDENTIAL FINANCIAL INC$365M2,938,966−33,385trim
91Quantinno Capital Management LP$358M2,883,741+530,750add
92NewEdge Advisors, LLC$358M2,879,062+2,879,062new
93Clearbridge Investments, LLC$351M2,827,506−618,015trim
94Cetera Investment Advisers$350M2,815,570+27,853add
95FIRST TRUST ADVISORS LP$348M2,797,281−114,469trim
96Mirae Asset Global Investments Co., Ltd.$338M2,716,655+1,765,509add
97NORDEA INVESTMENT MANAGEMENT AB$336M2,729,421+134,158add
98Swedbank AB$334M2,688,892−67,151trim
99Empower Advisory Group, LLC$331M2,667,112+21,105add
100TD ASSET MANAGEMENT INC$320M2,573,695+58,296add
101Creative Planning$317M2,551,572+134,698add
102PFA Pension, Forsikringsaktieselskab$312M2,507,483+2,507,483new
103APG Asset Management N.V.$305M2,826,106+489,655add
104Mitsubishi UFJ Trust & Banking Corp$303M2,437,798+65,033add
105NOMURA ASSET MANAGEMENT CO LTD$299M2,409,073+204,912add
106BLAIR WILLIAM & CO/IL$295M2,374,282−38,302trim
107STATE OF WISCONSIN INVESTMENT BOARD$292M2,347,437+75,160add
108Baird Financial Group, Inc.$285M2,291,058+2,291,058new
109Squarepoint Ops LLC$283M2,274,385+590,234add
110CIBC Asset Management Inc$282M2,268,265+1,022,116add
111SCHRODER INVESTMENT MANAGEMENT GROUP$280M2,254,602−65,166trim
112Eurizon Capital SGR S.p.A.$277M2,227,049+2,227,049new
113Asset Management One Co., Ltd.$273M2,195,319+51,549add
114MENORA MIVTACHIM HOLDINGS LTD.$272M2,192,244−4,000trim
115Chevy Chase Trust Holdings, LLC$272M2,184,659−62,657trim
116REGIONS FINANCIAL CORP$269M2,161,904−30,203trim
117Pictet Asset Management Holding SA$266M2,137,933−93,794trim
118ROYAL LONDON ASSET MANAGEMENT LTD$266M2,137,818+29,120add
119ZACKS INVESTMENT MANAGEMENT$260M2,088,174−34,882trim
120OSAIC HOLDINGS, INC.$259M2,081,818+232,469add
121COMMONWEALTH EQUITY SERVICES, LLC$255M2,055,814−127,104trim
122CIBC WORLD MARKET INC.$254M2,043,683−375,758trim
123Vanguard Investments Australia, Ltd.$254M2,043,032no prior
124Corient Private Wealth LLC$250M2,028,628−2,946,834trim
125Allianz Asset Management GmbH$247M1,987,875−1,761,465trim
126Castle Hook Partners LP$243M1,958,823−45,139trim
127WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$242M1,955,094−1,049,053trim
128MERCER GLOBAL ADVISORS INC /ADV$233M1,876,855+72,727add
129PANAGORA ASSET MANAGEMENT INC$233M1,872,543−57,645trim
130PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$232M1,863,414−32,036trim
131CI INVESTMENTS INC.$228M1,836,149−30,999trim
132SEI INVESTMENTS CO$227M1,823,413+87,570add
133CIBC Bancorp USA Inc.$226M1,820,192no prior
134Allspring Global Investments Holdings, LLC$223M1,787,389−352,258trim
135KLP KAPITALFORVALTNING AS$221M1,773,700+38,200add
136FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$219M1,762,821+664,250add
137TORONTO DOMINION BANK$217M1,744,991+272,414add
138SCOTIA CAPITAL INC.$216M1,736,208−52,803trim
1391832 Asset Management L.P.$214M1,721,160−1,746,607trim
140D. E. Shaw & Co., Inc.$211M1,696,606−713,484trim
141Rockefeller Capital Management L.P.$205M1,649,694−28,150trim
142Retirement Systems of Alabama$204M1,638,203−119,747trim
143Federation des caisses Desjardins du Quebec$197M1,585,263+55,519add
144Calamos Advisors LLC$195M1,567,252+88,347add
145O'SHAUGHNESSY ASSET MANAGEMENT, LLC$193M1,552,813+183,230add
146STEPHENS INC /AR/$192M1,540,042+96,913add
147State of New Jersey Common Pension Fund D$188M1,512,800−1,808trim
148ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$186M1,492,985+901,342add
149NISSAY ASSET MANAGEMENT CORP /JAPAN$181M1,457,027+395,471add
150SEB Asset Management AB$180M1,444,614no prior
151Resona Asset Management Co.,Ltd.$177M1,422,230+23,268add
152CWM, LLC$176M1,417,724+184,203add
153Lansforsakringar Fondforvaltning AB (publ)$172M1,383,150−6,883trim
154Capital Research Global Investors$172M1,382,827−21,479trim
155&PARTNERS$169M1,362,078+11,373add
156Narus Financial Partners, LLC$168M1,348,003−35,049trim
157Assenagon Asset Management S.A.$163M1,312,905+511,950add
158Daiwa Securities Group Inc.$163M1,310,670+499,983add
159Tredje AP-fonden$161M1,295,836−13,949trim
160Woodline Partners LP$160M1,290,506+542,336add
161CREDIT AGRICOLE S A$159M1,280,611−912,063trim
162GUGGENHEIM CAPITAL LLC$158M1,271,869+932,076add
163COMMERCE BANK$154M1,240,877+152,094add
164Banque Transatlantique SA$152M1,218,639−59,251trim
165CITADEL ADVISORS LLC$151M1,216,725−3,120,852trim
166TEACHER RETIREMENT SYSTEM OF TEXAS$150M1,206,883−281,193trim
167Arizona State Retirement System$149M1,201,027−27,180trim
168DnB Asset Management AS$149M1,195,407−488,868trim
169Czech National Bank$148M1,193,852+37,626add
170NISA INVESTMENT ADVISORS, LLC$148M1,190,025−73,305trim
171GROUPAMA ASSET MANAGMENT$148M1,191,317−8,388trim
172STATE OF MICHIGAN RETIREMENT SYSTEM$146M1,171,520−2,900trim
173TD Waterhouse Canada Inc.$145M1,161,042+251,833add
174Sanctuary Advisors, LLC$141M1,130,844−44,118trim
175MUFG Securities EMEA plc$140M1,129,712+499,943add
176Steward Partners Investment Advisory, LLC$138M1,108,365+157,444add
177Swiss Life Asset Management Ltd$138M1,106,544+138,961add
178HERITAGE OAK WEALTH ADVISORS LLC$135M1,086,269+207,865add
179FEDERATED HERMES, INC.$131M1,052,447+116,642add
180MetLife Investment Management, LLC$130M1,043,359−28,250trim
181COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$127M1,021,126+1,135add
182MML INVESTORS SERVICES, LLC$125M1,009,285−164,039trim
183Stack Financial Management, Inc$125M1,008,421−10,081trim
184Churchill Financial Advisors, LLC$124M1,000,579+372,438add
185CAPITOLIS LIQUID GLOBAL MARKETS LLC$123M986,315−655,488trim
186MILLENNIUM MANAGEMENT LLC$119M953,800−39,823,763trim
187GLENMEDE TRUST CO NA$118M951,368−36,054trim
188Kestra Advisory Services, LLC$116M936,866+67,412add
189Rakuten Investment Management, Inc.$116M939,304+362,450add
190IEQ CAPITAL, LLC$115M928,637+9,354add
191AE Wealth Management LLC$112M904,807+33,230add
192KEYBANK NATIONAL ASSOCIATION/OH$112M904,149+3,166add
193BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$112M899,691−106,052trim
194NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$111M895,362+54,766add
195BALYASNY ASSET MANAGEMENT L.P.$110M888,948+647,514add
196EASTERN BANK$109M880,377−167,694trim
197Glenview Trust Co$109M880,273+7,528add
198ING GROEP NV$109M877,804+573,677add
199Sumitomo Mitsui DS Asset Management Company, Ltd$109M877,473+22,875add
200OP Asset Management Ltd$108M871,694no prior
201IFM Investors Pty Ltd$106M853,399+26,173add
202HOMESTEAD ADVISERS CORP$106M850,763−9,500trim
203QRG CAPITAL MANAGEMENT, INC.$104M834,001+29,924add
204Zurich Insurance Group Ltd/FI$103M830,886−822,115trim
205XPONANCE LLC$103M825,346+96,294add
206Midwest Trust Co$102M819,110−26,997trim
207Sequoia Financial Advisors, LLC$101M813,060−3,360trim
208Life Cycle Investment Partners Ltd$101M812,340+445,628add
209AustralianSuper Pty Ltd$101M809,043−60,208trim
210Uniting Wealth Partners, LLC$99.7M801,015−27,340trim
211ATALANTA SOSNOFF CAPITAL, LLC$99.6M801,725+133add
212Lido Advisors, LLC$98.5M791,815−161,403trim
213Vanguard Personalized Indexing Management, LLC$98.0M788,704+25,645add
214Private Advisor Group, LLC$97.6M785,506+12,632add
215SHELTON CAPITAL MANAGEMENT$96.9M779,702+371,011add
216Janus Henderson Group Ltd.$96.0M772,518−53,141trim
217Clark Capital Management Group, Inc.$95.6M769,554+10,244add
218LAZARD ASSET MANAGEMENT LLC$95.3M766,542+167,745add
219Advisors Asset Management, Inc.$93.2M749,714−57,588trim
220MEYER HANDELMAN CO$92.7M745,869−4,975trim
221UniSuper Management Pty Ltd$91.5M736,525+5,393add
222SMITH CHAS P & ASSOCIATES PA CPAS$89.7M721,495−17,429trim
223PARNASSUS INVESTMENTS, LLC$89.5M720,413+3,788add
224JOHNSON INVESTMENT COUNSEL INC$89.0M716,135−18,855trim
225Utah Retirement Systems$87.9M707,359−11,471trim
226PUBLIC SECTOR PENSION INVESTMENT BOARD$87.6M705,133+136,555add
227USS Investment Management Ltd$87.4M703,562+10,218add
228Andra AP-fonden$86.9M699,040+382,540add
229GATEWAY INVESTMENT ADVISERS LLC$85.4M687,159−92,713trim
230BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$84.4M680,114−41,524trim
231BENJAMIN EDWARDS INC$83.1M668,746−2,603trim
232Varma Mutual Pension Insurance Co$82.7M665,366−2,500trim
233FIL Ltd$82.4M663,180+394add
234Bristol Gate Capital Partners Inc.$81.0M652,030+652,030new
235Concurrent Investment Advisors, LLC$80.1M644,183−23,989trim
236Wealthfront Advisers LLC$79.7M641,515+50,722add
237Jefferies Financial Group Inc.$78.5M631,267+127,028add
238Groupe la Francaise$77.9M631,985−86,192trim
239UMB Bank, n.a.$77.8M626,291−38,523trim
240MAI Capital Management$77.8M626,029+2,978add
241M&T BANK CORP$77.6M624,072−25,737trim
242SRB CORP$77.1M620,579+620,579new
243Cresset Asset Management, LLC$77.1M618,758−70,850trim
244Henshaw Capital LLC$75.7M609,255no prior
245NEW YORK LIFE INVESTMENT MANAGEMENT LLC$75.7M609,027+7,680add
246Aptus Capital Advisors, LLC$75.6M608,573−49,093trim
247FACTORY MUTUAL INSURANCE CO$75.6M608,176−3,650trim
248BECKER CAPITAL MANAGEMENT INC$75.3M604,952−20,769trim
249Polar Capital Holdings Plc$75.0M603,752+237,718add
250MONTRUSCO BOLTON INVESTMENTS INC.$74.1M596,410−2,425trim
251Banco Santander, S.A.$74.0M595,563−217,143trim
252Arvest Bank Trust Division$73.4M590,623+137,361add
253Illinois Municipal Retirement Fund$71.8M577,721−80,963trim
254GREENWOOD GEARHART LLC$71.3M574,070−17,184trim
255MACQUARIE GROUP LTD$70.8M569,831+5,703add
256Junto Capital Management LP$70.5M567,545+567,545new
257Delta Global Management LP$69.5M559,513−54,615trim
258KCM INVESTMENT ADVISORS LLC$69.3M557,356−7,324trim
259FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$69.2M556,939−6,983trim
260Kingsview Wealth Management, LLC$69.1M555,832+6,824add
261Vinva Investment Management Ltd$68.9M557,893+29,373add
262Pathstone Holdings, LLC$68.6M551,900−10,370trim
263Orion Porfolio Solutions, LLC$68.5M551,237−54,255trim
264CENTRAL TRUST Co$66.8M537,436−776trim
265WELCH & FORBES LLC$65.0M523,098−12,131trim
266Covea Finance$64.9M521,910−67,470trim
267NATIXIS$64.7M520,636+73,302add
268FOURPATH CAPITAL MANAGEMENT, LLC$64.4M518,000−237trim
269Vest Financial, LLC$64.1M515,629−56,242trim
270Artemis Investment Management LLP$64.0M514,952−92,219trim
271Americana Partners, LLC$63.7M512,428+33,436add
272BRADLEY FOSTER & SARGENT INC/CT$63.2M508,791−5,025trim
273BOKF, NA$62.6M503,486−28,626trim
274OREGON PUBLIC EMPLOYEES RETIREMENT FUND$62.4M501,980−200trim
275Candriam S.C.A.$61.9M498,364−116,438trim
276OpenArc Corporate Advisory, LLC$61.8M497,652+42,443add
277Beacon Pointe Advisors, LLC$61.8M497,476+182,295add
278COMPASS CAPITAL MANAGEMENT, INC$61.2M492,188−105,327trim
279Legacy Capital Wealth Partners, LLC$61.0M491,110−31,771trim
280SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$60.2M484,143+140,582add
281PINNACLE ASSOCIATES LTD$60.2M484,112−2,920trim
282DELTA ASSET MANAGEMENT LLC/TN$60.0M482,588−9,350trim
283MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$59.3M477,366−9,239trim
284Vident Advisory, LLC$58.3M468,806+22,078add
285EFG International AG$58.1M467,277+321,947add
286Pinnacle Financial Partners, Inc.$57.9M465,593+2,817add
287OPPENHEIMER & CO INC$57.6M463,259+10,687add
288Clearstead Advisors, LLC$56.2M452,253+36,161add
289Norinchukin Bank, The$55.3M445,287+179,037add
290D.A. DAVIDSON & CO.$55.2M443,885−5,300trim
291HB Wealth Management, LLC$54.4M437,733+10,830add
292TWO SIGMA INVESTMENTS, LP$54.0M434,527+371,000add
293Prospera Financial Services Inc$53.6M431,179−4,886trim
294Union Bancaire Privee, UBP SA$53.5M384,034+275,337add
295PRUDENTIAL PLC$53.5M430,596+101,676add
296KESTRA PRIVATE WEALTH SERVICES, LLC$53.0M426,647−13,299trim
297Avanza Fonder AB$53.0M426,378+6,788add
298Elo Mutual Pension Insurance Co$52.5M422,324−53,448trim
299DNCA FINANCE$52.4M421,824−22,958trim
300Cumberland Partners Ltd$52.1M419,100−180,441trim
301FARMERS & MERCHANTS INVESTMENTS INC$52.0M418,464−11,620trim
302Choate Investment Advisors$51.7M416,008−15,653trim
303Investment Management Corp of Ontario$51.6M414,907+8,413add
304Aware Super Pty Ltd as trustee of Aware Super$51.5M414,559no prior
305FIRST NATIONAL BANK OF OMAHA$51.1M413,344−13,352trim
306Empowered Funds, LLC$51.0M410,005+410,005new
307Apollon Wealth Management, LLC$50.7M407,717+63,125add
308Equitable Holdings, Inc.$50.0M429,691+202,122add
309Waverly Advisors, LLC$49.8M400,457−1,489trim
310Man Group plc$49.5M398,376−294,202trim
311EDMOND DE ROTHSCHILD HOLDING S.A.$49.2M395,580+22,722add
312DAVENPORT & Co LLC$49.0M394,014−17,017trim
313Badgley Phelps Wealth Managers, LLC$48.9M392,907−16,760trim
314Merit Financial Group, LLC$48.8M393,029+53,014add
315NORTHEAST INVESTMENT MANAGEMENT$48.5M389,981+3,960add
316OMERS ADMINISTRATION Corp$48.3M388,813+180,688add
317CHILTON CAPITAL MANAGEMENT LLC$47.8M384,423−164,773trim
318BERKSHIRE ASSET MANAGEMENT LLC/PA$47.8M384,220−6,827trim
319WORLDQUANT MILLENNIUM ADVISORS LLC$47.7M383,680−1,205,786trim
320Gradient Investments LLC$47.6M383,098−25,416trim
321United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$47.0M377,991+26,500add
322BROWN ADVISORY INC$46.8M376,661−16,933trim
323BARTLETT & CO. WEALTH MANAGEMENT LLC$46.7M358,670−23,243trim
324NOMURA HOLDINGS INC$46.5M373,785+244,402add
325Crossmark Global Holdings, Inc.$46.3M372,642no prior
326J. Safra Sarasin Holding AG$45.7M368,004+17,059add
327RWA WEALTH PARTNERS, LLC$45.7M367,394−4,234trim
328WESTWOOD HOLDINGS GROUP INC$45.4M365,597−15,846trim
329HUNTINGTON NATIONAL BANK$44.8M360,203+360,203new
330Rafferty Asset Management, LLC$44.7M360,066−10,404trim
331TOCQUEVILLE ASSET MANAGEMENT L.P.$44.4M357,250−17,818trim
332SAPIENT CAPITAL LLC$43.9M352,468−34,870trim
333Cornerstone Advisors, LLC$43.7M351,466+5,069add
334Dai-ichi Life Insurance Company, Ltd$43.6M351,064−45,644trim
335PROFUND ADVISORS LLC$43.5M349,720+313,260add
336HOWLAND CAPITAL MANAGEMENT LLC$43.4M348,912−13,552trim
337Continuum Advisory, LLC$43.0M345,876+345,876new
338Allworth Financial LP$43.0M345,856+14,461add
339Main Street Research LLC$42.9M344,869+6,474add
340ASSETMARK, INC$42.5M341,838−14,644trim
341Railway Pension Investments Ltd$42.3M340,239−49,900trim
342National Mutual Insurance Federation of Agricultural Cooperatives$42.1M339,1000no change
343SALEM INVESTMENT COUNSELORS INC$41.5M333,325−1,565trim
344Trexquant Investment LP$41.2M331,147+309,179add
345INTECH INVESTMENT MANAGEMENT LLC$41.0M330,060−136,943trim
346Brookstone Capital Management$40.4M324,945+28,319add
347Tidal Investments LLC$40.4M324,809+152,808add
348Gotham Asset Management, LLC$40.4M324,794+11,795add
349HUB Investment Partners, LLC$39.9M320,972−111trim
350Danica Pension, Livsforsikringsaktieselskab$39.8M320,546−139,554trim
351MARTINGALE ASSET MANAGEMENT L P$39.0M313,795−26,855trim
352UNITED CAPITAL FINANCIAL ADVISORS, LLC$39.0M313,778+313,778new
353NOVARE CAPITAL MANAGEMENT LLC$38.7M311,327−25,457trim
354Epoch Investment Partners, Inc.$38.6M310,444−127,149trim
355Connor, Clark & Lunn Investment Management Ltd.$38.4M309,296−979,800trim
356TOKIO MARINE ASSET MANAGEMENT CO LTD$38.4M309,167+76,820add
357Voleon Capital Management LP$37.9M304,716−21,076trim
358B. Metzler seel. Sohn & Co. AG$37.9M304,684+147add
359World Investment Advisors$37.8M303,883−16,331trim
360Asset Advisors Investment Management, LLC$37.7M303,571−2,552trim
361GDS Wealth Management$37.7M303,128+8,806add
362MGO ONE SEVEN LLC$37.5M302,092−553trim
363ADAMS DIVERSIFIED EQUITY FUND, INC.$37.5M301,443−46,200trim
364Destination Wealth Management$37.0M297,503−3,860trim
365JANE STREET GROUP, LLC$36.6M294,840−10,541,595trim
366Snowden Capital Advisors LLC$36.0M289,416−28,508trim
367FIRST NATIONAL TRUST CO$35.3M284,147−13,260trim
368Capital Investment Counsel, Inc$35.1M282,141−26,736trim
369NEW WAVE WEALTH ADVISORS LLC$35.0M280,953+67add
370Independent Advisor Alliance$33.6M270,315−60,398trim
371Paralel Advisors LLC$33.6M270,0000no change
372Mediolanum International Funds Ltd$33.2M268,982−34,317trim
373SouthState Bank Corp$33.0M265,896+10,018add
374MIZUHO SECURITIES USA LLC$32.9M265,008−54,284trim
375Moors & Cabot, Inc.$32.7M263,085−2,945trim
376TCTC Holdings, LLC$32.6M262,039−2,767trim
377U.S. Capital Wealth Advisors, LLC$32.3M260,281−30,379trim
378ATWOOD & PALMER INC$32.2M259,489−7,472trim
379HM PAYSON & CO$32.1M258,343−18,293trim
380OAKMONT Corp$32.0M257,619+5,132add
381Segment Wealth Management, LLC$31.5M253,183+228add
382MARCO INVESTMENT MANAGEMENT LLC$31.5M253,071−8,409trim
383Bridgewater Associates, LP$31.3M251,809−16,802trim
384HARTFORD INVESTMENT MANAGEMENT CO$31.1M249,914−3,350trim
385Lombard Odier Asset Management (Switzerland) SA$31.0M249,381+66,200add
386RITHOLTZ WEALTH MANAGEMENT$30.9M248,416+7,086add
387Atria Investments, Inc$30.7M247,223−51,483trim
388Vise Technologies, Inc.$30.7M275,3410no change
389EP Wealth Advisors, LLC$30.3M243,657+21,424add
390Summit Financial, LLC$30.2M242,768−16,615trim
391TOMPKINS FINANCIAL CORP$30.1M241,827−7,295trim
392FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$30.0M241,784−144,130trim
393Stillwater Capital Advisors, LLC$29.8M239,693−3,779trim
394AXXCESS WEALTH MANAGEMENT, LLC$29.6M238,240−38,745trim
395BOWEN HANES & CO INC$29.6M238,225+187,685add
396ABSHER WEALTH MANAGEMENT, LLC$29.2M235,312−32,137trim
397BTC Capital Management, Inc.$29.2M234,774−13,322trim
398Mesirow Financial Investment Management, Inc.$29.1M234,533+30,400add
399MONTAG A & ASSOCIATES INC$29.1M233,554+462add
400TUDOR INVESTMENT CORP ET AL$29.0M233,473+19,473add
401FLOSSBACH VON STORCH SE$28.8M231,762−103,364trim
402Composition Wealth, LLC$28.7M231,083−3,252trim
403Savant Capital, LLC$28.5M229,427+8,781add
404Ameritas Investment Partners, Inc.$28.4M228,515+177,904add
405ABN AMRO INVESTMENT SOLUTIONS$28.3M227,758+23,259add
406PARTHENON LLC$28.1M226,440−1,422trim
407Vestmark Advisory Solutions, Inc.$28.1M226,164+127,723add
408Advisors Capital Management, LLC$28.0M225,187+623add
409DAVIDSON INVESTMENT ADVISORS$27.9M224,876−57,291trim
410Trajan Wealth LLC$27.8M223,431−5,302trim
411Evelyn Partners Investment Management LLP$27.6M222,464−14,772trim
412Venture Visionary Partners LLC$27.4M220,383−2,838trim
413Bragg Financial Advisors, Inc$27.2M218,905−4,282trim
414EXCHANGE TRADED CONCEPTS, LLC$27.2M218,657+15,951add
415PATTEN & PATTEN INC/TN$27.2M218,459−7,983trim
416Maryland State Retirement & Pension System$27.1M218,346+373add
417CUTLER INVESTMENT COUNSEL LLC$27.1M217,517−3,821trim
418Azimuth Capital Investment Management LLC$26.9M216,183−14,794trim
419Temasek Holdings (Private) Ltd$26.6M213,662−221,400trim
420Nemes Rush Group LLC$26.2M210,975−7,397trim
421Tower Research Capital LLC (TRC)$26.1M210,293+48,941add
422Edge Wealth Management LLC$25.9M208,500−5,073trim
423PICTON MAHONEY ASSET MANAGEMENT$25.6M205,676−69,191trim
424Carnegie Investment Counsel$25.6M205,589−11,729trim
425Osmosis Investment Management UK Ltd$25.2M202,512−52,967trim
426E Fund Management Co., Ltd.$25.0M201,278no prior
427Vontobel Holding Ltd.$24.9M200,346−32,096trim
428LETKO, BROSSEAU & ASSOCIATES INC$24.8M199,426−8,180trim
429BRIDGEWAY CAPITAL MANAGEMENT, LLC$24.4M196,327−22,907trim
430SageGuard Financial Group, LLC$24.2M195,038−10,447trim
431Modera Wealth Management, LLC$24.2M194,397−6,756trim
432Harvest Portfolios Group Inc.$24.0M193,447−13,123trim
433STRATEGIC PLANNING GROUP, LLC$23.9M192,587−43,402trim
434Stratos Wealth Partners, LTD.$23.7M190,951−21,193trim
435First Nebraska Trust Co$23.6M190,068no prior
436ADELL HARRIMAN & CARPENTER INC$23.6M189,964+1,322add
437Atlantic Union Bankshares Corp$23.5M189,205+30,946add
438Calamos Wealth Management LLC$23.4M188,429−93,477trim
439HANCOCK WHITNEY CORP$23.4M177,808−8,198trim
440OPPENHEIMER ASSET MANAGEMENT INC.$23.2M186,819−2,166trim
441ELEVATION POINT WEALTH PARTNERS, LLC$23.2M186,399+142,206add
442WHITENER CAPITAL MANAGEMENT, INC.$23.1M186,214−6trim
443FORBES J M & CO LLP$23.1M186,185+866add
444GW HENSSLER & ASSOCIATES LTD$22.9M184,373−7,944trim
445Metis Global Partners, LLC$22.9M183,958−4,876trim
446CHOREO, LLC$22.8M183,504−900trim
447LEVEL FOUR ADVISORY SERVICES, LLC$22.8M183,591+1,541add
448COLDSTREAM CAPITAL MANAGEMENT INC$22.6M181,695+27,137add
449Callan Family Office, LLC$22.6M181,708+4,768add
450Ascent Group, LLC$22.5M181,199−4,183trim
451Fiduciary Group, LLC$22.5M180,857−2,773trim
452Cornerstone Wealth Management, LLC$22.5M180,723−2,511trim
453One Capital Management, LLC$22.4M180,243+2,714add
454SAGESPRING WEALTH PARTNERS, LLC$22.3M179,240+7,987add
455Siemens Fonds Invest GmbH$22.2M178,548+29,462add
456IHT Wealth Management, LLC$22.0M177,071+14,687add
457MANAGED ASSET PORTFOLIOS, LLC$22.0M176,724−83,573trim
458Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$21.9M176,267−287trim
459AG2R LA MONDIALE GESTION D'ACTIFS$21.8M175,586−50,827trim
460Compagnie Lombard Odier SCmA$21.7M174,770+59,004add
461DODGE & COX$21.7M174,310−5,225trim
462VestGen Advisors, LLC$21.5M165,290+13,148add
463GREAT VALLEY ADVISOR GROUP, INC.$21.4M172,201+5,891add
464WEBSTER BANK, N. A.$21.3M171,735+1,157add
465JB Capital LLC$21.1M169,499−36,035trim
466FIRST FINANCIAL BANKSHARES INC$21.0M169,305−313,758trim
467Visionary Wealth Advisors$20.9M168,453−4,818trim
468Kinsale Capital Group, Inc.$20.9M168,264+5,708add
469SCS Capital Management LLC$20.7M166,224−42,396trim
470MMBG INVESTMENT ADVISORS CO.$20.7M166,151−1,905trim
471Cardinal Point Capital Management ULC$20.4M164,402−6,078trim
472LAFFER TENGLER INVESTMENTS, INC.$20.4M164,140−10,116trim
473INDEPENDENT FINANCIAL GROUP, LLC$20.3M163,734no prior
474Meiji Yasuda Asset Management Co Ltd.$20.3M163,550−14,210trim
475Bellecapital International Ltd.$20.2M162,555+162,555new
476SIGNATUREFD, LLC$20.1M162,097+5,407add
477American Assets Investment Management, LLC$20.1M162,0000no change
478Saudi Central Bank$20.1M161,803+159,989add
479Moran Wealth Management, LLC$20.0M161,231−2,089trim
480Generali Asset Management SPA SGR$20.0M160,846+10,423add
481Laird Norton Wetherby Trust Company, LLC$20.0M160,368−3,959trim
482Rokos Capital Management LLP$20.0M160,581+160,581new
483FIDUCIARY TRUST CO$19.9M159,943+159,943new
484LMG Wealth Partners, LLC$19.8M159,337−315trim
485PETTYJOHN, WOOD & WHITE, INC$19.7M158,543−1,639trim
486Red Door Wealth Management, LLC$19.6M158,100+179add
487GHP Investment Advisors, Inc.$19.6M157,970−1,069trim
488Bleakley Financial Group, LLC$19.6M157,735+2,130add
489INTEGRITY ALLIANCE, LLC.$19.6M157,435+671add
490DAYMARK WEALTH PARTNERS, LLC$19.5M156,937−1,058trim
491FRANKLIN STREET ADVISORS INC /NC$19.5M156,561−16,041trim
492Summit Trail Advisors, LLC$19.4M156,083+29,574add
493PITTENGER & ANDERSON INC$19.4M155,767−452trim
494MILFORD FUNDS LTD$19.3M155,623+155,623new
495Cardinal Capital Management$19.3M154,957+154,957new
496OFI INVEST ASSET MANAGEMENT$19.3M173,832−249,762trim
497JAMES INVESTMENT RESEARCH, INC.$19.0M153,209−12,164trim
498ARS Wealth Advisors Group, LLC$19.0M152,519−3,059trim
499Atwater Malick LLC$18.9M152,412−2,787trim
500Focus Partners Advisor Solutions, LLC$18.8M151,339−139,807trim
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · WMT

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
2 Gilbert Ray Cisneros, Jr. D–CA-31, Ro Khanna D–CA-17 $2K–$30K
Sellers
2 Alan Armstrong R–OK, Richard McCormick R–GA-7 $16K–$65K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · WALMART INC

Merged timeline of congressional filings and notable-manager moves on WMT
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-08-14Richard McCormick CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressSale$15K–$50K
2026-07-06Ro Khanna CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+11,795 sh
2026-05-15Tudor Investment Corp 13Fadd+19,473 sh
2026-05-15Soros Fund Management 13Fadd+45,355 sh
2026-05-15Moore Capital Management 13Fnew+3,454 sh
2026-05-15Bridgewater Associates 13Ftrim−16,802 sh
2026-05-14Caxton Associates 13Fexit−2,843 sh

10 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

60 members of Congress disclosed WMT — the congressional view ↗