DOSSIER · 13F Holders · Q1 2026
WMMVY

WAL-MART D

19 institutions still hold WAL-MART D as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 93114W107·19 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$115M
visible holders
Holders
19
filers reporting
Concentration
73.55%
Aristotle Capital Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

19 institutions reported WMMVY in Q1 2026. Aristotle Capital Management, LLC leads at 73.5% 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
$85M2.6M0.18%Q1 2026
02
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
CIK 0000869353
$16M545K0.20%Q2 2026
03
Azimuth Capital Investment Management LLC
CIK 0001942364
$5M152K0.19%Q1 2026
04
HANTZ FINANCIAL SERVICES, INC.
CIK 0001071061
$5M141K0.07%Q1 2026
05
Madison Asset Management, LLC
CIK 0001299351
$3M90K0.04%Q1 2026
06
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$930K32K0.01%Q2 2026
07
AUXIER ASSET MANAGEMENT LLC
CIK 0001105863
$547K17K0.08%Q1 2026
08
Generali Investments CEE, investicni spolecnost, a.s.
CIK 0002047540
$255K9K0.01%Q2 2026
09
RHUMBLINE ADVISERS
CIK 0001115418
$124K4K0.00%Q1 2026
10
MONETARY MANAGEMENT GROUP INC
CIK 0001133014
$65K2K0.02%Q1 2026
11
Coston, McIsaac & Partners
CIK 0001945037
$50K2K0.01%Q4 2025
12
GAMMA Investing LLC
CIK 0002010235
$20K6890.00%Q2 2026
13
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$20K6460.00%Q4 2025
14
Archer Investment Corp
CIK 0001803804
$17K5630.00%Q2 2026
15
SFAM, LLC
CIK 0001713286
$7K2200.01%Q1 2026
16
Horrell Capital Management, Inc.
CIK 0001385925
$6K2080.00%Q2 2026
17
Ancora Advisors LLC
CIK 0001446114
$1K360.00%Q4 2025
18
First Horizon Advisors, Inc.
CIK 0001588539
$832250.00%Q2 2025
19
ATLAS CAPITAL ADVISORS INC.
CIK 0001434165
$26080.00%Q1 2026