Who Owns WAL-MART D (WMMVY)? -- Institutional Holders (2026-03-31)

22 institutions reported holding $121.8M of WAL-MART D (WMMVY) in SEC 13F filings for 2026-03-31. Largest institutional holders: Aristotle Capital Management, LLC ($84.9M), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC ($17.2M), Azimuth Capital Investment Management LLC ($4.9M), HANTZ FINANCIAL SERVICES, INC. ($4.6M), OPAL CAPITAL LLC ($4.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Aristotle Capital Management, LLC$84.9M2.6MTrimmed
2FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$17.2M528,414New
3Azimuth Capital Investment Management LLC$4.9M152,150Added
4HANTZ FINANCIAL SERVICES, INC.$4.6M141,347Added
5OPAL CAPITAL LLC$4.2M128,713New
6Madison Asset Management, LLC$2.9M90,326Added
7CONFLUENCE INVESTMENT MANAGEMENT LLC$926,22728,473Added
8NBC SECURITIES, INC.$760,17523,468Added
9AUXIER ASSET MANAGEMENT LLC$547,41516,828New
10Generali Investments CEE, investicni spolecnost, a.s.$282,1008,672Hold
11YOUSIF CAPITAL MANAGEMENT, LLC$242,0987,474Hold
12RHUMBLINE ADVISERS$124,3903,824Trimmed
13MONETARY MANAGEMENT GROUP INC$64,7842,000Hold
14Coston, McIsaac & Partners$52,0001,616Hold
15GAMMA Investing LLC$32,9201,012Added
16PNC Financial Services Group, Inc.$25,341779Added
17Archer Investment Corp$18,314563Added
18SFAM, LLC$7,157220Hold
19Horrell Capital Management, Inc.$6,766208Hold
20Ancora Advisors LLC$1,17136Hold
21ATLAS CAPITAL ADVISORS INC.$2608Hold
22Steigerwald, Gordon & Koch Inc.$00Exited

Source: SEC Form 13F filings · as of 2026-03-31