Filing Research | WMT - WALMART INC Institutional Holdings

Snapshot holdings

50 / 1,527 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	4.0MSH	$456.8M
2	Swedbank AB	Shares	4.0MSH	$451.6M
3	Mirae Asset Global Investments Co., Ltd.	Shares	3.1MSH	$355.4M
4	Robeco Institutional Asset Management B.V.	Shares	2.5MSH	$277.5M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.4MSH	$264.9M
6	Alecta Tjanstepension Omsesidigt	Shares	1.9MSH	$217.3M
7	Czech National Bank	Shares	1.2MSH	$141.3M
8	HERITAGE OAK WEALTH ADVISORS LLC	Shares	1.1MSH	$121.0M
9	Churchill Financial Advisors, LLC	Shares	998.0KSH	$113.0M
10	IFM Investors Pty Ltd	Shares	963.6KSH	$109.1M
11	EASTERN BANK	Shares	896.6KSH	$101.6M
12	Mediolanum International Funds Ltd	Shares	883.0KSH	$101.2M
13	Rathbones Group PLC	Shares	891.8KSH	$101.0M
14	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	887.8KSH	$100.6M
15	QRG CAPITAL MANAGEMENT, INC.	Shares	874.8KSH	$99.1M
16	OFI INVEST ASSET MANAGEMENT	Shares	993.3KSH	$98.9M
17	Sequoia Financial Advisors, LLC	Shares	847.5KSH	$96.0M
18	JOHNSON INVESTMENT COUNSEL INC	Shares	712.1KSH	$80.7M
19	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	709.8KSH	$80.4M
20	GATEWAY INVESTMENT ADVISERS LLC	Shares	683.1KSH	$77.4M
21	Union Bancaire Privee, UBP SA	Shares	615.5KSH	$75.0M
22	Police & Firemen's Retirement System of New Jersey	Shares	658.4KSH	$74.6M
23	BENJAMIN EDWARDS INC	Shares	589.8KSH	$66.8M
24	GREENWOOD GEARHART LLC	Shares	581.6KSH	$65.9M
25	FACTORY MUTUAL INSURANCE CO	Shares	552.1KSH	$62.5M
26	NEW WAVE WEALTH ADVISORS LLC	Shares	547.9KSH	$62.1M
27	Louisiana State Employees Retirement System	Shares	537.7KSH	$60.9M
28	Covea Finance	Shares	533.6KSH	$60.4M
29	FOURPATH CAPITAL MANAGEMENT, LLC	Shares	517.6KSH	$58.6M
30	Artemis Investment Management LLP	Shares	513.6KSH	$58.2M
31	Vest Financial, LLC	Shares	457.1KSH	$51.8M
32	Merit Financial Group, LLC	Shares	451.8KSH	$51.2M
33	Apollon Wealth Management, LLC	Shares	447.8KSH	$50.7M
34	Crossmark Global Holdings, Inc.	Shares	446.8KSH	$50.6M
35	Avanza Fonder AB	Shares	439.7KSH	$49.8M
36	Prospera Financial Services Inc	Shares	437.8KSH	$49.6M
37	D.A. DAVIDSON & CO.	Shares	432.3KSH	$49.0M
38	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	422.5KSH	$47.9M
39	FARMERS & MERCHANTS INVESTMENTS INC	Shares	405.1KSH	$45.9M
40	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	397.7KSH	$45.0M
41	Oakworth Capital, Inc.	Shares	398.2KSH	$44.4M
42	DAVENPORT & Co LLC	Shares	392.0KSH	$44.4M
43	NORTHEAST INVESTMENT MANAGEMENT	Shares	391.9KSH	$44.4M
44	Gradient Investments LLC	Shares	387.8KSH	$43.9M
45	EXCHANGE TRADED CONCEPTS, LLC	Shares	362.7KSH	$41.1M
46	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	357.0KSH	$40.4M
47	Farther Finance Advisors, LLC	Shares	355.8KSH	$40.3M
48	MILLER WEALTH ADVISORS, LLC	Shares	291.7KSH	$39.9M
49	SAPIENT CAPITAL LLC	Shares	351.3KSH	$39.8M
50	MassMutual Private Wealth & Trust, FSB	Shares	339.5KSH	$38.5M

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Manager changes2026-06-30 vs 2026-03-31

50 / 1,582 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+2.7M	+$293.7M	$456.8M
2	Swedbank AB added	Shares	+1.3M	+$117.4M	$451.6M
3	OFI INVEST ASSET MANAGEMENT added	Shares	+819.4K	+$79.6M	$98.9M
4	Mediolanum International Funds Ltd added	Shares	+614.0K	+$68.0M	$101.2M
5	MILLER WEALTH ADVISORS, LLC added	Shares	+289.0K	+$39.5M	$39.9M
6	J.W. COLE ADVISORS, INC. new	Shares	+246.3K	+$27.9M	$27.9M
7	NEW WAVE WEALTH ADVISORS LLC added	Shares	+266.9K	+$27.1M	$62.1M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+408.4K	+$23.2M	$264.9M
9	Union Bancaire Privee, UBP SA added	Shares	+231.5K	+$21.4M	$75.0M
10	MEITAV INVESTMENT HOUSE LTD new	Shares	+178.0K	+$20.2M	$20.2M
11	Mirae Asset Global Investments Co., Ltd. added	Shares	+421.6K	+$17.8M	$355.4M
12	MISSION WEALTH MANAGEMENT, LP added	Shares	+157.8K	+$17.3M	$24.0M
13	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+144.0K	+$13.9M	$41.1M
14	Alecta Tjanstepension Omsesidigt added	Shares	+236.9K	+$8.2M	$217.3M
15	Fideuram Asset Management (Ireland) dac added	Shares	+66.9K	+$8.1M	$18.1M
16	Kepler Cheuvreux (Suisse) SA added	Shares	+64.6K	+$6.3M	$17.2M
17	Y-Intercept (Hong Kong) Ltd added	Shares	+67.6K	+$6.3M	$21.9M
18	Fisher Funds Management LTD new	Shares	+44.9K	+$5.1M	$5.1M
19	E. Ohman J:or Asset Management AB added	Shares	+55.3K	+$5.0M	$19.3M
20	GUYASUTA INVESTMENT ADVISORS INC added	Shares	+51.5K	+$4.5M	$19.2M
21	Crossmark Global Holdings, Inc. added	Shares	+74.2K	+$4.3M	$50.6M
22	Beta Wealth Group, Inc. added	Shares	+35.1K	+$3.9M	$4.7M
23	Clarity Financial LLC added	Shares	+47.2K	+$3.7M	$22.4M
24	Advantage Trust Co added	Shares	+30.9K	+$3.5M	$3.8M
25	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added	Shares	+30.3K	+$3.4M	$3.9M
26	Ayrshire Capital Management LLC new	Shares	+29.2K	+$3.3M	$3.3M
27	IFM Investors Pty Ltd added	Shares	+110.2K	+$3.1M	$109.1M
28	Savoir Faire Capital Management, L.P. added	Shares	+29.8K	+$2.9M	$8.2M
29	China Universal Asset Management Co., Ltd. added	Shares	+39.7K	+$2.8M	$21.5M
30	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+45.5K	+$2.6M	$30.9M
31	SWP Investment Management LLC new	Shares	+22.9K	+$2.6M	$2.6M
32	Merit Financial Group, LLC added	Shares	+58.8K	+$2.3M	$51.2M
33	Curated Wealth Partners LLC added	Shares	+98.7K	+$2.3M	$2.7M
34	Confluence Wealth Services, Inc. added	Shares	+26.9K	+$2.1M	$13.0M
35	MANCHESTER FINANCIAL INC new	Shares	+17.2K	+$1.9M	$1.9M
36	CoreCap Advisors, LLC added	Shares	+18.8K	+$1.6M	$7.7M
37	SeaTown Holdings Pte. Ltd. added	Shares	+19.5K	+$1.4M	$10.0M
38	Intesa Sanpaolo Wealth Management added	Shares	+14.4K	+$1.4M	$4.1M
39	Pacific Excel Wealth Advisors, Inc. new	Shares	+11.7K	+$1.3M	$1.3M
40	Owen LaRue, LLC added	Shares	+14.4K	+$1.3M	$5.4M
41	FULCRUM WEALTH ADVISORS, LLC added	Shares	+11.6K	+$1.2M	$2.0M
42	Envestnet Portfolio Solutions, Inc. added	Shares	+20.9K	+$1.1M	$15.7M
43	SteelPeak Wealth, LLC added	Shares	+13.0K	+$982.8K	$6.4M
44	Interchange Capital Partners, LLC added	Shares	+6.9K	+$919.1K	$1.7M
45	E Fund Management (Hong Kong) Co., Ltd. added	Shares	+9.7K	+$909.0K	$3.1M
46	SAX WEALTH ADVISORS, LLC added	Shares	+5.7K	+$893.1K	$2.5M
47	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. added	Shares	+8.0K	+$817.9K	$1.8M
48	RMR Wealth Builders added	Shares	+11.3K	+$814.0K	$6.0M
49	Corsicana & Co. added	Shares	+5.1K	+$789.5K	$1.5M
50	Walker Financial Services, Inc. added	Shares	+6.8K	+$681.4K	$1.7M

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