Public record / Tickers / WMT

WMT — Walmart Inc.

Both disclosure regimes on one name: who in Congress filed about WMT, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
187
all PTR rows naming WMT
Members · 12m
10
8 buys · 8 sells · by trade date
Latest PTR
09-10
filed 2026-09-10
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Van Taylor · $250K–$500K

Sale · traded 2020-03-17 → filed 2020-04-13. Ranked over every WMT row by the provable lower bound, never a point estimate.

10 members · 8 buys / 8 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

41 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

38 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 38 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WMT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WMT
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 08-26 +15d$1K–$15K
2026-08-14Richard McCormick R–GA-7SaleTraded 07-30 +15d$1K–$15K
2026-07-21Alan Armstrong R–OKSaleTraded 03-27 LATE·116d$15K–$50K
2026-07-06Ro Khanna D–CA-17Purchase · DC (dependent-child-owned)Traded 06-05 +31d$1K–$15K
2026-02-23Jonathan L. Jackson D–IL-1Purchase · JT (jointly owned)Traded 01-13 +41d$50K–$100K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 187 ↗

Members active in WMT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing WMT in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313$3.0K to $45.0K2
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Richard McCormick R–GA-72−$14.0K to $14.0K3
Alan Armstrong R–OK1−$50.0K to −$15.0K2
John J. McGuire III R–VA-51−$15.0K to −$1.0K2
Jonathan L. Jackson D–IL-11$50.0K to $100K2
Rick Larsen D–WA-21$1.0K to $15.0K1

10 members in the window; the 8 most active shown · counts of disclosures, not dollars.

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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of WMT for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$43.9B1
2VANGUARD CAPITAL MANAGEMENT LLC$35.4B1
3STATE STREET CORP$23.2B1
4JPMORGAN CHASE & CO$15.1B1
5GEODE CAPITAL MANAGEMENT, LLC$13.1B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$11.6B1
7MORGAN STANLEY$10.7B1
8BANK OF AMERICA CORP /DE/$8.2B1
9Invesco Ltd.$5.4B1
10NORTHERN TRUST CORP$5.2B1
11Fisher Asset Management, LLC$5.1B1
12STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$4.8B1
13GOLDMAN SACHS GROUP INC$4.7B1
14FMR LLC$3.9B1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$3.8B1
16WELLS FARGO & COMPANY/MN$3.6B1
17Bank of New York Mellon Corp$3.5B1
18ROYAL BANK OF CANADA$3.5B1
19FRANKLIN RESOURCES INC$3.4B1
20AMERIPRISE FINANCIAL INC$3.4B1
21UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3.4B1
22Legal & General Group Plc$3.3B1
23VANGUARD FIDUCIARY TRUST CO$3.1B1
24RAYMOND JAMES FINANCIAL INC$3.0B1
25Nuveen, LLC$3.0B1
26UBS Group AG$2.5B1
27JENNISON ASSOCIATES LLC$2.5B1
28BARCLAYS PLC$2.1B1
29DIMENSIONAL FUND ADVISORS LP$2.0B1
30DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.9B1
31Amundi$1.8B1
32Swiss National Bank$1.6B1
33BANK OF MONTREAL /CAN/$1.5B1
34DEUTSCHE BANK AG\$1.5B1
35Sumitomo Mitsui Trust Group, Inc.$1.4B1
36Mitsubishi UFJ Asset Management Co., Ltd.$1.3B1
37National Pension Service$1.2B1
38Vanguard Global Advisers, LLC$1.2B1
39AQR CAPITAL MANAGEMENT LLC$1.2B1
40ALLIANCEBERNSTEIN L.P.$1.2B1
41WELLINGTON MANAGEMENT GROUP LLP$1.1B1
42LPL Financial LLC$1.1B1
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$1.1B1
44HSBC HOLDINGS PLC$1.1B1
45GATES FOUNDATION TRUST$1.0B1
46ProShare Advisors LLC$1.0B1
47CANADA PENSION PLAN INVESTMENT BOARD$983M1
48RHUMBLINE ADVISERS$923M1
49Capital World Investors$873M1
50VANGUARD ASSET MANAGEMENT, Ltd$834M1
51CITIGROUP INC$790M1
52NATIONAL BANK OF CANADA /FI/$790M1
53PRINCIPAL FINANCIAL GROUP INC$737M1
54US BANCORP \DE\$681M1
55ENVESTNET ASSET MANAGEMENT INC$667M1
56Capital Wealth Planning, LLC$641M1
57VOYA INVESTMENT MANAGEMENT LLC$617M1
58Mariner, LLC$610M1
59HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$587M1
60Bank Julius Baer & Co. Ltd, Zurich$585M1
61Neuberger Berman Group LLC$575M1
62Capital International Investors$563M1
63MANUFACTURERS LIFE INSURANCE COMPANY, THE$559M1
64AVIVA PLC$544M1
65BANK OF NOVA SCOTIA$529M1
66VICTORY CAPITAL MANAGEMENT INC$513M1
67SUSQUEHANNA INTERNATIONAL GROUP, LLP$511M1
68Aberdeen Group plc$475M1
69STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$475M1
70TRUIST FINANCIAL CORP$470M1
71MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$466M1
72FIFTH THIRD BANCORP$463M1
73Universal- Beteiligungs- und Servicegesellschaft mbH$458M1
74ADAGE CAPITAL PARTNERS GP, L.L.C.$455M1
75Korea Investment CORP$436M1
76AMERICAN CENTURY COMPANIES INC$431M1
77STIFEL FINANCIAL CORP$421M1
78MACKENZIE FINANCIAL CORP$421M1
79Focus Partners Wealth$421M1
80Zurcher Kantonalbank (Zurich Cantonalbank)$417M1
81NEOS Investment Management LLC$411M1
82AGF MANAGEMENT LTD$411M1
83CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$405M1
84Cerity Partners LLC$390M1
85Ensign Peak Advisors, Inc$382M1
86Robeco Institutional Asset Management B.V.$372M1
87DANSKE BANK A/S$372M1
88BNP Paribas Asset Management Holding S.A.$371M1
89HighTower Advisors, LLC$366M1
90PRUDENTIAL FINANCIAL INC$365M1
91Quantinno Capital Management LP$358M1
92NewEdge Advisors, LLC$358M1
93Clearbridge Investments, LLC$351M1
94Cetera Investment Advisers$350M1
95FIRST TRUST ADVISORS LP$348M1
96Mirae Asset Global Investments Co., Ltd.$338M1
97NORDEA INVESTMENT MANAGEMENT AB$336M1
98Swedbank AB$334M1
99Empower Advisory Group, LLC$331M1
100TD ASSET MANAGEMENT INC$320M1
101Creative Planning$317M1
102PFA Pension, Forsikringsaktieselskab$312M1
103APG Asset Management N.V.$305M1
104Mitsubishi UFJ Trust & Banking Corp$303M1
105NOMURA ASSET MANAGEMENT CO LTD$299M1
106BLAIR WILLIAM & CO/IL$295M1
107STATE OF WISCONSIN INVESTMENT BOARD$292M1
108Baird Financial Group, Inc.$285M1
109Squarepoint Ops LLC$283M1
110CIBC Asset Management Inc$282M1
111SCHRODER INVESTMENT MANAGEMENT GROUP$280M1
112Eurizon Capital SGR S.p.A.$277M1
113Asset Management One Co., Ltd.$273M1
114MENORA MIVTACHIM HOLDINGS LTD.$272M1
115Chevy Chase Trust Holdings, LLC$272M1
116REGIONS FINANCIAL CORP$269M1
117Pictet Asset Management Holding SA$266M1
118ROYAL LONDON ASSET MANAGEMENT LTD$266M1
119ZACKS INVESTMENT MANAGEMENT$260M1
120OSAIC HOLDINGS, INC.$259M1
121COMMONWEALTH EQUITY SERVICES, LLC$255M1
122CIBC WORLD MARKET INC.$254M1
123Vanguard Investments Australia, Ltd.$254M1
124Corient Private Wealth LLC$250M1
125Allianz Asset Management GmbH$247M1
126Castle Hook Partners LP$243M1
127WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$242M1
128MERCER GLOBAL ADVISORS INC /ADV$233M1
129PANAGORA ASSET MANAGEMENT INC$233M1
130PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$232M1
131CI INVESTMENTS INC.$228M1
132SEI INVESTMENTS CO$227M1
133CIBC Bancorp USA Inc.$226M1
134Allspring Global Investments Holdings, LLC$223M1
135KLP KAPITALFORVALTNING AS$221M1
136FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$219M1
137TORONTO DOMINION BANK$217M1
138SCOTIA CAPITAL INC.$216M1
1391832 Asset Management L.P.$214M1
140D. E. Shaw & Co., Inc.$211M1
141Rockefeller Capital Management L.P.$205M1
142Retirement Systems of Alabama$204M1
143Federation des caisses Desjardins du Quebec$197M1
144Calamos Advisors LLC$195M1
145O'SHAUGHNESSY ASSET MANAGEMENT, LLC$193M1
146STEPHENS INC /AR/$192M1
147State of New Jersey Common Pension Fund D$188M1
148ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$186M1
149NISSAY ASSET MANAGEMENT CORP /JAPAN$181M1
150SEB Asset Management AB$180M1
151Resona Asset Management Co.,Ltd.$177M1
152CWM, LLC$176M1
153Lansforsakringar Fondforvaltning AB (publ)$172M1
154Capital Research Global Investors$172M1
155&PARTNERS$169M1
156Narus Financial Partners, LLC$168M1
157Assenagon Asset Management S.A.$163M1
158Daiwa Securities Group Inc.$163M1
159Tredje AP-fonden$161M1
160Woodline Partners LP$160M1
161CREDIT AGRICOLE S A$159M1
162GUGGENHEIM CAPITAL LLC$158M1
163COMMERCE BANK$154M1
164Banque Transatlantique SA$152M1
165CITADEL ADVISORS LLC$151M1
166TEACHER RETIREMENT SYSTEM OF TEXAS$150M1
167Arizona State Retirement System$149M1
168DnB Asset Management AS$149M1
169Czech National Bank$148M1
170NISA INVESTMENT ADVISORS, LLC$148M1
171GROUPAMA ASSET MANAGMENT$148M1
172STATE OF MICHIGAN RETIREMENT SYSTEM$146M1
173TD Waterhouse Canada Inc.$145M1
174Sanctuary Advisors, LLC$141M1
175MUFG Securities EMEA plc$140M1
176Steward Partners Investment Advisory, LLC$138M1
177Swiss Life Asset Management Ltd$138M1
178HERITAGE OAK WEALTH ADVISORS LLC$135M1
179FEDERATED HERMES, INC.$131M1
180MetLife Investment Management, LLC$130M1
181COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$127M1
182MML INVESTORS SERVICES, LLC$125M1
183Stack Financial Management, Inc$125M1
184Churchill Financial Advisors, LLC$124M1
185CAPITOLIS LIQUID GLOBAL MARKETS LLC$123M1
186MILLENNIUM MANAGEMENT LLC$119M1
187GLENMEDE TRUST CO NA$118M1
188Kestra Advisory Services, LLC$116M1
189Rakuten Investment Management, Inc.$116M1
190IEQ CAPITAL, LLC$115M1
191AE Wealth Management LLC$112M1
192KEYBANK NATIONAL ASSOCIATION/OH$112M1
193BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$112M1
194NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$111M1
195BALYASNY ASSET MANAGEMENT L.P.$110M1
196EASTERN BANK$109M1
197Glenview Trust Co$109M1
198ING GROEP NV$109M1
199Sumitomo Mitsui DS Asset Management Company, Ltd$109M1
200OP Asset Management Ltd$108M1
201IFM Investors Pty Ltd$106M1
202HOMESTEAD ADVISERS CORP$106M1
203QRG CAPITAL MANAGEMENT, INC.$104M1
204Zurich Insurance Group Ltd/FI$103M1
205XPONANCE LLC$103M1
206Midwest Trust Co$102M1
207Sequoia Financial Advisors, LLC$101M1
208Life Cycle Investment Partners Ltd$101M1
209AustralianSuper Pty Ltd$101M1
210Uniting Wealth Partners, LLC$99.7M1
211ATALANTA SOSNOFF CAPITAL, LLC$99.6M1
212Lido Advisors, LLC$98.5M1
213Vanguard Personalized Indexing Management, LLC$98.0M1
214Private Advisor Group, LLC$97.6M1
215SHELTON CAPITAL MANAGEMENT$96.9M1
216Janus Henderson Group Ltd.$96.0M1
217Clark Capital Management Group, Inc.$95.6M1
218LAZARD ASSET MANAGEMENT LLC$95.3M1
219Advisors Asset Management, Inc.$93.2M1
220MEYER HANDELMAN CO$92.7M1
221UniSuper Management Pty Ltd$91.5M1
222SMITH CHAS P & ASSOCIATES PA CPAS$89.7M1
223PARNASSUS INVESTMENTS, LLC$89.5M1
224JOHNSON INVESTMENT COUNSEL INC$89.0M1
225Utah Retirement Systems$87.9M1
226PUBLIC SECTOR PENSION INVESTMENT BOARD$87.6M1
227USS Investment Management Ltd$87.4M1
228Andra AP-fonden$86.9M1
229GATEWAY INVESTMENT ADVISERS LLC$85.4M1
230BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$84.4M1
231BENJAMIN EDWARDS INC$83.1M1
232Varma Mutual Pension Insurance Co$82.7M1
233FIL Ltd$82.4M1
234Bristol Gate Capital Partners Inc.$81.0M1
235Concurrent Investment Advisors, LLC$80.1M1
236Wealthfront Advisers LLC$79.7M1
237Jefferies Financial Group Inc.$78.5M1
238Groupe la Francaise$77.9M1
239UMB Bank, n.a.$77.8M1
240MAI Capital Management$77.8M1
241M&T BANK CORP$77.6M1
242SRB CORP$77.1M1
243Cresset Asset Management, LLC$77.1M1
244Henshaw Capital LLC$75.7M1
245NEW YORK LIFE INVESTMENT MANAGEMENT LLC$75.7M1
246Aptus Capital Advisors, LLC$75.6M1
247FACTORY MUTUAL INSURANCE CO$75.6M1
248BECKER CAPITAL MANAGEMENT INC$75.3M1
249Polar Capital Holdings Plc$75.0M1
250MONTRUSCO BOLTON INVESTMENTS INC.$74.1M1
251Banco Santander, S.A.$74.0M1
252Arvest Bank Trust Division$73.4M1
253Illinois Municipal Retirement Fund$71.8M1
254GREENWOOD GEARHART LLC$71.3M1
255MACQUARIE GROUP LTD$70.8M1
256Junto Capital Management LP$70.5M1
257Delta Global Management LP$69.5M1
258KCM INVESTMENT ADVISORS LLC$69.3M1
259FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$69.2M1
260Kingsview Wealth Management, LLC$69.1M1
261Vinva Investment Management Ltd$68.9M1
262Pathstone Holdings, LLC$68.6M1
263Orion Porfolio Solutions, LLC$68.5M1
264CENTRAL TRUST Co$66.8M1
265WELCH & FORBES LLC$65.0M1
266Covea Finance$64.9M1
267NATIXIS$64.7M1
268FOURPATH CAPITAL MANAGEMENT, LLC$64.4M1
269Vest Financial, LLC$64.1M1
270Artemis Investment Management LLP$64.0M1
271Americana Partners, LLC$63.7M1
272BRADLEY FOSTER & SARGENT INC/CT$63.2M1
273BOKF, NA$62.6M1
274OREGON PUBLIC EMPLOYEES RETIREMENT FUND$62.4M1
275Candriam S.C.A.$61.9M1
276OpenArc Corporate Advisory, LLC$61.8M1
277Beacon Pointe Advisors, LLC$61.8M1
278COMPASS CAPITAL MANAGEMENT, INC$61.2M1
279Legacy Capital Wealth Partners, LLC$61.0M1
280SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$60.2M1
281PINNACLE ASSOCIATES LTD$60.2M1
282DELTA ASSET MANAGEMENT LLC/TN$60.0M1
283MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$59.3M1
284Vident Advisory, LLC$58.3M1
285EFG International AG$58.1M1
286Pinnacle Financial Partners, Inc.$57.9M1
287OPPENHEIMER & CO INC$57.6M1
288Clearstead Advisors, LLC$56.2M1
289Norinchukin Bank, The$55.3M1
290D.A. DAVIDSON & CO.$55.2M1
291HB Wealth Management, LLC$54.4M1
292TWO SIGMA INVESTMENTS, LP$54.0M1
293Prospera Financial Services Inc$53.6M1
294Union Bancaire Privee, UBP SA$53.5M1
295PRUDENTIAL PLC$53.5M1
296KESTRA PRIVATE WEALTH SERVICES, LLC$53.0M1
297Avanza Fonder AB$53.0M1
298Elo Mutual Pension Insurance Co$52.5M1
299DNCA FINANCE$52.4M1
300Cumberland Partners Ltd$52.1M1
301FARMERS & MERCHANTS INVESTMENTS INC$52.0M1
302Choate Investment Advisors$51.7M1
303Investment Management Corp of Ontario$51.6M1
304Aware Super Pty Ltd as trustee of Aware Super$51.5M1
305FIRST NATIONAL BANK OF OMAHA$51.1M1
306Empowered Funds, LLC$51.0M1
307Apollon Wealth Management, LLC$50.7M1
308Equitable Holdings, Inc.$50.0M1
309Waverly Advisors, LLC$49.8M1
310Man Group plc$49.5M1
311EDMOND DE ROTHSCHILD HOLDING S.A.$49.2M1
312DAVENPORT & Co LLC$49.0M1
313Badgley Phelps Wealth Managers, LLC$48.9M1
314Merit Financial Group, LLC$48.8M1
315NORTHEAST INVESTMENT MANAGEMENT$48.5M1
316OMERS ADMINISTRATION Corp$48.3M1
317CHILTON CAPITAL MANAGEMENT LLC$47.8M1
318BERKSHIRE ASSET MANAGEMENT LLC/PA$47.8M1
319WORLDQUANT MILLENNIUM ADVISORS LLC$47.7M1
320Gradient Investments LLC$47.6M1
321United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$47.0M1
322BROWN ADVISORY INC$46.8M1
323BARTLETT & CO. WEALTH MANAGEMENT LLC$46.7M1
324NOMURA HOLDINGS INC$46.5M1
325Crossmark Global Holdings, Inc.$46.3M1
326J. Safra Sarasin Holding AG$45.7M1
327RWA WEALTH PARTNERS, LLC$45.7M1
328WESTWOOD HOLDINGS GROUP INC$45.4M1
329HUNTINGTON NATIONAL BANK$44.8M1
330Rafferty Asset Management, LLC$44.7M1
331TOCQUEVILLE ASSET MANAGEMENT L.P.$44.4M1
332SAPIENT CAPITAL LLC$43.9M1
333Cornerstone Advisors, LLC$43.7M1
334Dai-ichi Life Insurance Company, Ltd$43.6M1
335PROFUND ADVISORS LLC$43.5M1
336HOWLAND CAPITAL MANAGEMENT LLC$43.4M1
337Continuum Advisory, LLC$43.0M1
338Allworth Financial LP$43.0M1
339Main Street Research LLC$42.9M1
340ASSETMARK, INC$42.5M1
341Railway Pension Investments Ltd$42.3M1
342National Mutual Insurance Federation of Agricultural Cooperatives$42.1M1
343SALEM INVESTMENT COUNSELORS INC$41.5M1
344Trexquant Investment LP$41.2M1
345INTECH INVESTMENT MANAGEMENT LLC$41.0M1
346Brookstone Capital Management$40.4M1
347Tidal Investments LLC$40.4M1
348Gotham Asset Management, LLC$40.4M1
349HUB Investment Partners, LLC$39.9M1
350Danica Pension, Livsforsikringsaktieselskab$39.8M1
351MARTINGALE ASSET MANAGEMENT L P$39.0M1
352UNITED CAPITAL FINANCIAL ADVISORS, LLC$39.0M1
353NOVARE CAPITAL MANAGEMENT LLC$38.7M1
354Epoch Investment Partners, Inc.$38.6M1
355Connor, Clark & Lunn Investment Management Ltd.$38.4M1
356TOKIO MARINE ASSET MANAGEMENT CO LTD$38.4M1
357Voleon Capital Management LP$37.9M1
358B. Metzler seel. Sohn & Co. AG$37.9M1
359World Investment Advisors$37.8M1
360Asset Advisors Investment Management, LLC$37.7M1
361GDS Wealth Management$37.7M1
362MGO ONE SEVEN LLC$37.5M1
363ADAMS DIVERSIFIED EQUITY FUND, INC.$37.5M1
364Destination Wealth Management$37.0M1
365JANE STREET GROUP, LLC$36.6M1
366Snowden Capital Advisors LLC$36.0M1
367FIRST NATIONAL TRUST CO$35.3M1
368Capital Investment Counsel, Inc$35.1M1
369NEW WAVE WEALTH ADVISORS LLC$35.0M1
370Independent Advisor Alliance$33.6M1
371Paralel Advisors LLC$33.6M1
372Mediolanum International Funds Ltd$33.2M1
373SouthState Bank Corp$33.0M1
374MIZUHO SECURITIES USA LLC$32.9M1
375Moors & Cabot, Inc.$32.7M1
376TCTC Holdings, LLC$32.6M1
377U.S. Capital Wealth Advisors, LLC$32.3M1
378ATWOOD & PALMER INC$32.2M1
379HM PAYSON & CO$32.1M1
380OAKMONT Corp$32.0M1
381Segment Wealth Management, LLC$31.5M1
382MARCO INVESTMENT MANAGEMENT LLC$31.5M1
383Bridgewater Associates, LP$31.3M1
384HARTFORD INVESTMENT MANAGEMENT CO$31.1M1
385Lombard Odier Asset Management (Switzerland) SA$31.0M1
386RITHOLTZ WEALTH MANAGEMENT$30.9M1
387Atria Investments, Inc$30.7M1
388Vise Technologies, Inc.$30.7M1
389EP Wealth Advisors, LLC$30.3M1
390Summit Financial, LLC$30.2M1
391TOMPKINS FINANCIAL CORP$30.1M1
392FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$30.0M1
393Stillwater Capital Advisors, LLC$29.8M1
394AXXCESS WEALTH MANAGEMENT, LLC$29.6M1
395BOWEN HANES & CO INC$29.6M1
396ABSHER WEALTH MANAGEMENT, LLC$29.2M1
397BTC Capital Management, Inc.$29.2M1
398Mesirow Financial Investment Management, Inc.$29.1M1
399MONTAG A & ASSOCIATES INC$29.1M1
400TUDOR INVESTMENT CORP ET AL$29.0M1
401FLOSSBACH VON STORCH SE$28.8M1
402Composition Wealth, LLC$28.7M1
403Savant Capital, LLC$28.5M1
404Ameritas Investment Partners, Inc.$28.4M1
405ABN AMRO INVESTMENT SOLUTIONS$28.3M1
406PARTHENON LLC$28.1M1
407Vestmark Advisory Solutions, Inc.$28.1M1
408Advisors Capital Management, LLC$28.0M1
409DAVIDSON INVESTMENT ADVISORS$27.9M1
410Trajan Wealth LLC$27.8M1
411Evelyn Partners Investment Management LLP$27.6M1
412Venture Visionary Partners LLC$27.4M1
413Bragg Financial Advisors, Inc$27.2M1
414EXCHANGE TRADED CONCEPTS, LLC$27.2M1
415PATTEN & PATTEN INC/TN$27.2M1
416Maryland State Retirement & Pension System$27.1M1
417CUTLER INVESTMENT COUNSEL LLC$27.1M1
418Azimuth Capital Investment Management LLC$26.9M1
419Temasek Holdings (Private) Ltd$26.6M1
420Nemes Rush Group LLC$26.2M1
421Tower Research Capital LLC (TRC)$26.1M1
422Edge Wealth Management LLC$25.9M1
423PICTON MAHONEY ASSET MANAGEMENT$25.6M1
424Carnegie Investment Counsel$25.6M1
425Osmosis Investment Management UK Ltd$25.2M1
426E Fund Management Co., Ltd.$25.0M1
427Vontobel Holding Ltd.$24.9M1
428LETKO, BROSSEAU & ASSOCIATES INC$24.8M1
429BRIDGEWAY CAPITAL MANAGEMENT, LLC$24.4M1
430SageGuard Financial Group, LLC$24.2M1
431Modera Wealth Management, LLC$24.2M1
432Harvest Portfolios Group Inc.$24.0M1
433STRATEGIC PLANNING GROUP, LLC$23.9M1
434Stratos Wealth Partners, LTD.$23.7M1
435First Nebraska Trust Co$23.6M1
436ADELL HARRIMAN & CARPENTER INC$23.6M1
437Atlantic Union Bankshares Corp$23.5M1
438Calamos Wealth Management LLC$23.4M1
439HANCOCK WHITNEY CORP$23.4M1
440OPPENHEIMER ASSET MANAGEMENT INC.$23.2M1
441ELEVATION POINT WEALTH PARTNERS, LLC$23.2M1
442WHITENER CAPITAL MANAGEMENT, INC.$23.1M1
443FORBES J M & CO LLP$23.1M1
444GW HENSSLER & ASSOCIATES LTD$22.9M1
445Metis Global Partners, LLC$22.9M1
446CHOREO, LLC$22.8M1
447LEVEL FOUR ADVISORY SERVICES, LLC$22.8M1
448COLDSTREAM CAPITAL MANAGEMENT INC$22.6M1
449Callan Family Office, LLC$22.6M1
450Ascent Group, LLC$22.5M1
451Fiduciary Group, LLC$22.5M1
452Cornerstone Wealth Management, LLC$22.5M1
453One Capital Management, LLC$22.4M1
454SAGESPRING WEALTH PARTNERS, LLC$22.3M1
455Siemens Fonds Invest GmbH$22.2M1
456IHT Wealth Management, LLC$22.0M1
457MANAGED ASSET PORTFOLIOS, LLC$22.0M1
458Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$21.9M1
459AG2R LA MONDIALE GESTION D'ACTIFS$21.8M1
460Compagnie Lombard Odier SCmA$21.7M1
461DODGE & COX$21.7M1
462VestGen Advisors, LLC$21.5M1
463GREAT VALLEY ADVISOR GROUP, INC.$21.4M1
464WEBSTER BANK, N. A.$21.3M1
465JB Capital LLC$21.1M1
466FIRST FINANCIAL BANKSHARES INC$21.0M1
467Visionary Wealth Advisors$20.9M1
468Kinsale Capital Group, Inc.$20.9M1
469SCS Capital Management LLC$20.7M1
470MMBG INVESTMENT ADVISORS CO.$20.7M1
471Cardinal Point Capital Management ULC$20.4M1
472LAFFER TENGLER INVESTMENTS, INC.$20.4M1
473INDEPENDENT FINANCIAL GROUP, LLC$20.3M1
474Meiji Yasuda Asset Management Co Ltd.$20.3M1
475Bellecapital International Ltd.$20.2M1
476SIGNATUREFD, LLC$20.1M1
477American Assets Investment Management, LLC$20.1M1
478Saudi Central Bank$20.1M1
479Moran Wealth Management, LLC$20.0M1
480Generali Asset Management SPA SGR$20.0M1
481Laird Norton Wetherby Trust Company, LLC$20.0M1
482Rokos Capital Management LLP$20.0M1
483FIDUCIARY TRUST CO$19.9M1
484LMG Wealth Partners, LLC$19.8M1
485PETTYJOHN, WOOD & WHITE, INC$19.7M1
486Red Door Wealth Management, LLC$19.6M1
487GHP Investment Advisors, Inc.$19.6M1
488Bleakley Financial Group, LLC$19.6M1
489INTEGRITY ALLIANCE, LLC.$19.6M1
490DAYMARK WEALTH PARTNERS, LLC$19.5M1
491FRANKLIN STREET ADVISORS INC /NC$19.5M1
492Summit Trail Advisors, LLC$19.4M1
493PITTENGER & ANDERSON INC$19.4M1
494MILFORD FUNDS LTD$19.3M1
495Cardinal Capital Management$19.3M1
496OFI INVEST ASSET MANAGEMENT$19.3M1
497JAMES INVESTMENT RESEARCH, INC.$19.0M1
498ARS Wealth Advisors Group, LLC$19.0M1
499Atwater Malick LLC$18.9M1
500Focus Partners Advisor Solutions, LLC$18.8M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)8 buy / 8 sell
Congress net ($ bound)−$133K to $169K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on WMT

RETAINED WINDOW · ACTIVE HITS
Signal hits naming WMT
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for WMT · financials and macro

Financials — as filed PLANNED

WMT's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: WMT on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing