WALMART INC (WMT) Institutional Ownership Changes & 13F Activity

WALMART INC (WMT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Joho Capital, Cullen Value Fund, Dodge & Cox Stock Fund, and Parnassus Endeavor Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2024Meritage GroupBuy4,2034,203$284,585
Q2 2024Eagle Capital ManagementSell-1473,540$240
Q1 2024Bill & Melinda Gates Foundation TrustBuy6,060,3189,090,477$546,974,001
Q1 2024Renaissance Technologies LLCBuy4,169,3004,347,400$261,583
Q1 2024First Eagle U.S. ValueBuy3,350,6485,282,974$317,876,574
Q1 2024Sequoia Financial AdvisorsBuy425,711640,713$38,551,683
Q1 2024Cullen Value FundBuy224,262331,282$19,598,644
Q1 2024Dodge & Cox Stock FundBuy137,040206,860$12,446,766
Q1 2024Eagle Capital ManagementSell-27,2443,687$222
Q1 2024Mairs & Power Growth FundBuy11,11617,999$1,083,000
Q1 2024Gardner Russo & QuinnBuy6,91010,365$623,662
Q1 2024Matrix Advisors Value FundBuy3,1264,841$291,283
Q4 2023Renaissance Technologies LLCSell-299,200178,100$28,077
Q4 2023Cullen Value FundBuy107,020107,020$16,871,753
Q4 2023Sequoia Financial AdvisorsBuy57,870215,002$33,895,456
Q4 2023First Eagle U.S. ValueSell-29,2831,932,326$304,631,177
Q4 2023Dodge & Cox Stock FundSell-1,95069,820$11,007,123
Q4 2023Mairs & Power Growth FundSell-256,883$1,085,105
Q3 2023Renaissance Technologies LLCBuy100,341477,300$76,335
Q3 2023First Eagle U.S. ValueSell-50,6461,961,609$313,720,127
Q3 2023Sequoia Financial AdvisorsBuy12,472157,132$25,130,096
Q3 2023Bill & Melinda Gates Foundation TrustBuy9,3003,030,159$484,613,329
Q3 2023Dodge & Cox Stock FundSell-1,08071,770$11,478,176
Q3 2023Mairs & Power Growth FundSell-5496,908$1,104,796
Q2 2023Renaissance Technologies LLCSell-1,071,851376,959$59,250
Q2 2023Sequoia Financial AdvisorsBuy21,083144,660$22,737,735
Q2 2023First Eagle U.S. ValueSell-15,2192,012,255$316,286,241
Q2 2023Dodge & Cox Stock FundSell-2,55572,850$11,450,563
Q2 2023Matrix Advisors Value FundSell-1001,715$269,564
Q2 2023Mairs & Power Growth FundSell-507,457$1,172,091

Frequently asked questions about WMT activity

  • Which institutional owners are buying WMT?

    Institutional owners buying WMT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in WMT activity?

    "Buy" means an investor increased their reported position in WMT compared to the prior reporting period. This reflects growing exposure to WALMART INC (WMT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in WMT increasing?

    Institutional interest in WMT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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