WAL-MART D (WMMVY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
14
Reporting holders
$96.1M
Reported value
0.0%
Held as options
-5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Aristotle Capital Management, LLC | $74.8M | 2,550,225 | 0.16% | 4q | -2.7%-$2.0M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $16.0M | 544,703 | 0.20% | 2q | +3.1%+$479.1K |
| Madison Asset Management, LLC | $3.1M | 105,001 | 0.04% | 17q | +16.2%+$431.6K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $930.2K | 31,630 | 0.01% | 31q | +11.1%+$92.8K |
| AUXIER ASSET MANAGEMENT LLC | $733.1K | 24,928 | 0.10% | 2q | +48.1%+$238.2K |
| Generali Investments CEE, investicni spolecnost, a.s. | $255.0K | 8,672 | 0.01% | 7q | HELD |
| RHUMBLINE ADVISERS | $110.2K | 3,746 | 0.00% | 13q | -2.0%-$2.3K |
| MONETARY MANAGEMENT GROUP INC | $58.7K | 2,000 | 0.01% | 19q | HELD |
| Archer Investment Corp | $33.1K | 1,126 | 0.00% | 4q | +100.0%+$16.6K |
| PNC Financial Services Group, Inc. | $27.0K | 917 | 0.00% | 22q | +17.7%+$4.1K |
| GAMMA Investing LLC | $20.3K | 689 | 0.00% | 11q | -31.9%-$9.5K |
| Horrell Capital Management, Inc. | $6.1K | 208 | 0.00% | 15q | HELD |
| HANTZ FINANCIAL SERVICES, INC. | $4.0K | 134,724 | 0.05% | 9q | -4.7% |
| Ancora Advisors LLC | $1.1K | 36 | 0.00% | 3q | HELD |
| ATLAS CAPITAL ADVISORS INC. | $495 | 16 | 0.00% | 3q | +100.0% |
| Coston, McIsaac & Partners | $47 | 1,616 | 0.01% | 17q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 14 | $96.1M | 3,273,897 | 0 | 7 | 3 | 0.0% |
| Q1 2026 | 19 | $117.2M | 3,612,954 | 3 | 7 | 2 | 0.0% |
| Q4 2025 | 17 | $92.4M | 2,964,030 | 2 | 3 | 3 | 0.0% |
| Q3 2025 | 15 | $57.4M | 1,859,187 | 3 | 4 | 3 | 0.0% |
| Q2 2025 | 14 | $9.8M | 296,485 | 2 | 3 | 3 | 0.0% |
| Q1 2025 | 12 | $9.2M | 334,532 | 0 | 3 | 3 | 0.0% |
| Q4 2024 | 11 | $11.8M | 445,662 | 0 | 3 | 3 | 0.0% |
| Q3 2024 | 9 | $10.4M | 343,619 | 0 | 3 | 3 | 0.0% |
| Q2 2024 | 11 | $13.1M | 384,672 | 0 | 3 | 5 | 0.0% |
| Q1 2024 | 12 | $17.0M | 419,791 | 1 | 5 | 2 | 0.0% |
| Q4 2023 | 14 | $20.0M | 473,890 | 2 | 4 | 5 | 0.0% |
| Q3 2023 | 13 | $14.4M | 383,203 | 2 | 1 | 6 | 0.0% |
| Q2 2023 | 12 | $10.4M | 263,443 | 4 | 3 | 2 | 0.0% |
| Q1 2023 | 8 | $8.7M | 219,041 | 0 | 1 | 3 | 0.0% |
| Q4 2022 | 8 | $4.6M | 128,212 | 2 | 1 | 1 | 0.0% |
| Q3 2022 | 14 | $6.8M | 212,611 | 0 | 2 | 2 | 0.0% |
| Q2 2022 | 18 | $8.1M | 252,415 | 3 | 5 | 1 | 0.0% |
| Q1 2022 | 15 | $4.0M | 97,854 | 2 | 3 | 1 | 0.0% |
| Q4 2021 | 17 | $17.2M | 481,642 | 2 | 4 | 3 | 0.0% |
| Q3 2021 | 18 | $16.5M | 485,188 | 6 | 2 | 3 | 0.0% |
| Q2 2021 | 14 | $2.6M | 79,929 | 2 | 2 | 3 | 0.0% |
| Q1 2021 | 15 | $30.6M | 966,517 | 4 | 3 | 4 | 0.0% |
| Q4 2020 | 12 | $35.5M | 1,261,156 | 2 | 1 | 8 | 0.0% |
| Q3 2020 | 14 | $32.8M | 1,369,497 | 2 | 4 | 4 | 0.0% |
| Q2 2020 | 13 | $36.5M | 1,518,445 | 1 | 3 | 8 | 0.0% |
| Q1 2020 | 14 | $41.7M | 1,791,538 | 2 | 6 | 3 | 0.0% |
| Q4 2019 | 16 | $44.6M | 1,561,326 | 0 | 4 | 9 | 0.0% |
| Q3 2019 | 17 | $47.8M | 1,609,109 | 0 | 8 | 5 | 0.0% |
| Q2 2019 | 19 | $49.5M | 1,815,252 | 2 | 5 | 5 | 0.0% |
| Q1 2019 | 22 | $51.2M | 1,913,524 | 4 | 7 | 6 | 0.0% |
| Q4 2018 | 19 | $47.0M | 1,850,765 | 0 | 0 | 0 | 0.0% |