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Walmart Inc.
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Walmart Inc.
Institutional position changes, all quarters
886 moves
All actions
All impact
Action
Institution
Quarter
↓
Δ shares
Δ %
Held after
Flow
Impact
Added
DEUTSCHE BANK AG
Jun 30, 2026
+5,314,695
+40%
18,607,297
$601.94M
high
Added
BlackRock, Inc.
Jun 30, 2026
+4,632,986
+1.3%
354,196,208
$524.73M
high
Added
STATE STREET CORPORATION
Jun 30, 2026
+3,332,796
+1.8%
188,036,646
$377.47M
high
Added
Mitsubishi UFJ Asset Management Co., Ltd.
Jun 30, 2026
+1,925,709
+20%
11,328,435
$218.11M
high
Trimmed
ONTARIO TEACHERS PENSION PLAN BOARD
Jun 30, 2026
-1,358,387
-82%
299,561
$153.85M
high
Exited
FORSTA AP-FONDEN
Jun 30, 2026
-1,233,300
-100%
0
$137.40M
high
Added
GF FUND MANAGEMENT CO. LTD.
Jun 30, 2026
+975,470
>1000%
989,168
$110.48M
high
Added
Temasek Holdings (Private) Limited
Jun 30, 2026
+471,061
+220%
684,723
$53.35M
high
Trimmed
Victory Capital Management, Inc.
Jun 30, 2026
-285,096
-6.9%
3,839,127
$32.29M
medium
Added
LPL Financial LLC
Jun 30, 2026
+170,204
+1.9%
9,021,503
$19.28M
medium
Trimmed
CYPRESS FUNDS LLC
Jun 30, 2026
-142,476
-44%
182,196
$16.14M
medium
Trimmed
Hexagon Capital Partners LLC
Jun 30, 2026
-141,348
-6.2%
2,153,623
$16.01M
medium
New
BTGP Boreas Fund LP - Series A
Jun 30, 2026
+128,500
New
128,500
$14.55M
medium
Trimmed
MEEDER ASSET MANAGEMENT INC
Jun 30, 2026
-114,287
-100%
555
$12.94M
medium
Added
WINTON GROUP Ltd
Jun 30, 2026
+95,346
+681%
109,344
$10.80M
medium
Trimmed
Lido Advisors, LLC
Jun 30, 2026
-85,254
-8.9%
867,964
$9.66M
medium
Added
MML INVESTORS SERVICES, LLC
Jun 30, 2026
+77,959
+6.6%
1,251,283
$8.83M
medium
Trimmed
OneDigital Investment Advisors LLC
Jun 30, 2026
-63,132
-31%
141,973
$7.15M
medium
Trimmed
Dakota Wealth Management
Jun 30, 2026
-43,534
-41%
62,787
$4.93M
low
Added
Perfromance Wealth Partners, LLC
Jun 30, 2026
+32,597
+26%
157,048
$3.69M
low
Trimmed
Cornerstone Advisors, LLC
Jun 30, 2026
-30,562
-8.8%
315,835
$3.46M
low
Added
Wealthfront Advisers LLC
Jun 30, 2026
+29,897
+5.1%
620,690
$3.39M
low
Trimmed
KG&L Capital Management,LLC
Jun 30, 2026
-26,235
-57%
19,820
$2.97M
low
Trimmed
COMPASS CAPITAL MANAGEMENT, INC
Jun 30, 2026
-25,681
-5.2%
466,507
$2.91M
low
Trimmed
NOVARE CAPITAL MANAGEMENT LLC
Jun 30, 2026
-25,238
-8.1%
286,089
$2.86M
low
New
Unifi Asset Management LP
Jun 30, 2026
+24,911
New
24,911
$2.82M
low
Trimmed
OAKMONT Corp
Jun 30, 2026
-23,380
-9.3%
229,107
$2.65M
low
Exited
Donoghue Forlines LLC
Jun 30, 2026
-20,248
-100%
0
$2.26M
low
Added
TOUNJIAN ADVISORY PARTNERS, LLC
Jun 30, 2026
+17,641
+88%
37,785
$2.00M
low
Trimmed
LITTLE HOUSE CAPITAL LLC
Jun 30, 2026
-17,172
-22%
62,317
$1.94M
low
Trimmed
AMG National Trust Bank
Jun 30, 2026
-15,218
-18%
69,857
$1.72M
low
Trimmed
Beverly Hills Private Wealth, LLC
Jun 30, 2026
-14,479
-59%
9,947
$1.64M
low
Trimmed
PURSUE WEALTH PARTNERS LLC
Jun 30, 2026
-12,995
-27%
35,285
$1.47M
low
Added
CCG WEALTH MANAGEMENT, LLC
Jun 30, 2026
+12,755
+76%
29,548
$1.44M
low
Added
BRIDGES INVESTMENT MANAGEMENT INC
Jun 30, 2026
+12,264
+15%
92,378
$1.39M
low
Added
The PNC Financial Services Group, Inc.
Jun 30, 2026
+11,752
+0.3%
3,882,359
$1.33M
low
Added
CITIZENS FINANCIAL GROUP INC/RI
Jun 30, 2026
+11,696
+5.5%
223,983
$1.32M
low
Trimmed
Arizona State Retirement System
Jun 30, 2026
-11,504
-0.9%
1,216,703
$1.30M
low
Added
SG Americas Securities, LLC
Jun 30, 2026
+9,478,296
+297%
12,674,228
$1.07M
low
Trimmed
MidFirst Bank
Jun 30, 2026
-9,157
-11%
77,807
$1.04M
low
Trimmed
Oxbow Advisors, LLC
Jun 30, 2026
-9,132
-32%
19,539
$1.03M
low
Trimmed
May Hill Capital, LLC
Jun 30, 2026
-8,836
-46%
10,172
$1.00M
low
Added
Naviter Wealth, LLC
Jun 30, 2026
+8,284
+10%
91,065
$938.2K
low
Trimmed
Marble Wealth, LLC
Jun 30, 2026
-6,751
-7.5%
83,602
$764.6K
low
Trimmed
Pallas Capital Advisors LLC
Jun 30, 2026
-6,692
-18%
30,444
$757.9K
low
Trimmed
Timothy G. Youngquist 2020 Irrevocable Trust
Jun 30, 2026
-6,686
-94%
400
$757.3K
low
Added
Meeder Advisory Services, Inc.
Jun 30, 2026
+6,288
+5.5%
121,037
$712.2K
low
Trimmed
Guardian Capital, LLC
Jun 30, 2026
-5,717
-35%
10,802
$647.5K
low
Added
Sigma Planning Corp
Jun 30, 2026
+5,619
+5.0%
117,735
$636.4K
low
Trimmed
FIRST NATIONAL BANK OF OMAHA
Jun 30, 2026
-5,229
-1.2%
421,467
$598.2K
low
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