DOSSIER · 13F Holders · Q2 2026
WMMVY

WAL-MART D

17 institutions still hold WAL-MART D as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 93114W107·17 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$101M
visible holders
Holders
17
filers reporting
Concentration
74.27%
Aristotle Capital Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

17 institutions reported WMMVY in Q2 2026. Aristotle Capital Management, LLC leads at 74.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Aristotle Capital Management, LLC
CIK 0000860644
$75M2.6M0.16%Q2 2026
02
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
CIK 0000869353
$16M545K0.20%Q2 2026
03
HANTZ FINANCIAL SERVICES, INC.
CIK 0001071061
$5M141K0.07%Q1 2026
04
Madison Asset Management, LLC
CIK 0001299351
$3M105K0.04%Q2 2026
05
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$930K32K0.01%Q2 2026
06
AUXIER ASSET MANAGEMENT LLC
CIK 0001105863
$733K25K0.10%Q2 2026
07
Generali Investments CEE, investicni spolecnost, a.s.
CIK 0002047540
$255K9K0.01%Q2 2026
08
RHUMBLINE ADVISERS
CIK 0001115418
$110K4K0.00%Q2 2026
09
MONETARY MANAGEMENT GROUP INC
CIK 0001133014
$59K2K0.01%Q2 2026
10
Coston, McIsaac & Partners
CIK 0001945037
$50K2K0.01%Q4 2025
11
Archer Investment Corp
CIK 0001803804
$33K1K0.00%Q2 2026
12
GAMMA Investing LLC
CIK 0002010235
$20K6890.00%Q2 2026
13
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$20K6460.00%Q4 2025
14
Horrell Capital Management, Inc.
CIK 0001385925
$6K2080.00%Q2 2026
15
Ancora Advisors LLC
CIK 0001446114
$1K360.00%Q2 2026
16
First Horizon Advisors, Inc.
CIK 0001588539
$832250.00%Q2 2025
17
ATLAS CAPITAL ADVISORS INC.
CIK 0001434165
$23580.00%Q2 2026