BlackRock Inc. ownership in WMT / Walmart Inc - 13F, 13D, 13G Filings - Fintel.io (2024)

FAQs

Does BlackRock own stock in Walmart? ›

Walmart's largest institutional investors include the John T. Walton Estate Trust, Vanguard Group, and BlackRock.

BlackRock is not owned by a single individual or company. Instead, its shares are owned by a large number of individual and institutional investors. The biggest institutional shareholders such as The Vanguard Group and State Street are merely custodians of the stock for their clients.

How can I check the status of my stock or profit sharing? Current and former associates with inquiries about share holdings or profit sharing should call 1-888-968-4015 to reach the Walmart Participant Service Center.

BlackRock is a top shareholder across a wide range of global industries that include oil and gas, technology, retail, big banks, healthcare, weapons manufacturing, and much more. All this makes BlackRock one of the most powerful corporate actors on the planet, whose influence touches every aspect of our daily lives.

The company is also quite diversified, but it is heavily exposed to some large tech stocks. BlackRock's top three holdings are Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), and Amazon (NASDAQ:AMZN). BLK owns $141 billion of AAPL stock, $120.8 billion of MSFT, and $65.8 billion of AMZN.

It is a publicly traded family-owned business, as the company is controlled by the Walton family. Sam Walton's heirs own over 50 percent of Walmart through both their holding company Walton Enterprises and their individual holdings.

How much of Walmart is owned by China? ›

No, Walmart is not owned by China, nor has it been sold to a Chinese investment group. According to USA TODAY fact check, a claim that Walmart had been sold to a Chinese firm was proven false. On Jan. 2 2021, a Facebook post claimed a Chinese business group bought out America's largest retailer.

The Road to Walmart

Sam Walton was born in 1918 in Kingfisher, Oklahoma. In 1942, at the age of 24, he joined the military. He married Helen Robson in 1943. When his military service ended in 1945, Sam and Helen moved to Iowa and then to Newport, Arkansas.

BlackRock and Vanguard do not “own” all the biggest corporations in the world. They invest trillions of dollars into leading companies on behalf of their clients, who ultimately own the shares. This article was produced by the Reuters Fact Check team.

BlackRock Ups Stake in Penny Stock MULN; Trims Holdings in AAPL and MSFT. BlackRock reduced its stakes in AAPL, AMZN, and MSFT stocks. Nonetheless, these companies remain its biggest holdings. BlackRock is also bullish on penny stocks, including MULN and HSDT.

Blackrock. Blackrock, the world's largest asset manager, is the second-biggest institutional investor in Tesla with a 5.62% stake valued at $36.56bn.

ownership in AAPL / Apple Inc. 2023-02-07 - BlackRock Inc. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,029,178,566 shares of Apple Inc (US:AAPL). This represents 6.5 percent ownership of the company.

About Vanguard

As of 2022, Vanguard has more than $8 trillion in assets under management (AUM), second only to BlackRock, Inc ($9.5 trillion AUM). 4 Headquartered in Pennsylvania, Vanguard is the largest mutual funds issuer in the world and the second-largest issuer of exchange-traded funds (ETFs).

Alphabet (Google) is owned by its shareholders. The largest ones are Vanguard, which owns a 7.0% share, followed by BlackRock (6.2%), co-founder Larry Page (6.1%), co-founder Sergey Brin (5.7%), and ex-CEO Eric Schmidt (0.6%).

Bill Gates's position in Walmart is currently worth $445 Million. That's 1.14% of their equity portfolio (9th largest holding). The first Walmart trade was made in Q2 2006. Since then Bill Gates bought shares eight more times and sold shares on five occasions.

Walmart is trading at a high valuation. The biggest problem I have with Walmart's stock is that it's simply too expensive. That's especially true given the aforementioned challenges and headwinds. At a forward price-to-earnings multiple of 22.6x, it's trading at a higher premium than rival Target.

Where will Walmart stock be in 5 years? ›

Analysts expect an average of 5% annual EPS growth over the next three to five years. In other words, investors can expect the stock to return an average of 5% in annual price appreciation (plus 1.6% from the dividend), a mediocre return (assuming no stock valuation changes).

BlackRock advises governments on monetary and financial policy through its consulting unit, BlackRock Solutions. Meanwhile, BlackRock, with control of more funds than any other company in the world, is buying assets in which its consulting unit has insider knowledge.

Among BlackRock's major competitors are The Vanguard Group, State Street Corp. (STT), and T. Rowe Price Group Inc. (TROW).

Coca-Cola Business Strategy In A Nutshell. Coca-Cola's top investors include Warren Buffet's company, Berkshire Hathaway, with 9.25% of shares, and other mutual funds like The Vanguard Group, holding 8.51% of shares, and BlackRock owning over 7.19% of shares of the company.

As of 31 December 2020, the Official Institutions Group has $579bn in assets under management (AUM) on behalf of 109 clients globally. This includes: 45 Central Banks.

BlackRock is the third-largest shareholder of Amazon, owning 5.8% of its shares.

2022 Billionaires Net Worth

Larry Fink is the founder, CEO and chairman of powerhouse investment management firm BlackRock, one of the world's largest asset managers. He and seven partners founded BlackRock in 1988.

BlackRock is the third-largest shareholder of Tesla, owning 5.6% of its shares. As of December 2022, the market value of BlackRock's stake in Tesla was $22.0 billion. BlackRock owned 178 million shares in Tesla and controlled 178 million shareholder votes as of December 2022.

Twelve percent of CNN. Twelve percent of Disney, which owns ABC and FiveThirtyEight.

What changes are coming to Walmart in 2023? ›

But in 2023, you can expect to see even more on shelves and online, as Walmart is launching a new product line from Olive&June, an at-home nail company. According to a Jan. 5 press release, roughly 50 product varieties are now available in over 2,500 Walmart stores nationwide, as well as online on Walmart.com.

Walmart is closing 20 retail locations across the US this year, including four in Chicago, citing poor financial performance at each.

The Waltons are the richest family in America thanks to their stake in Walmart, the world's largest retailer by sales. About half of Walmart's stock is held by seven heirs of founders Sam Walton (d. 1992) and his brother James "Bud" (d. 1995).

Meet Lukas Walton, the fiercely private heir to the Walmart empire who has donated millions from his fortune to find solutions to environmental problems.

Walmart, in full Walmart, Inc., formerly Wal-Mart Stores, Inc., American operator of discount stores that was one of the world's biggest retailers and among the world's largest corporations. Company headquarters are in Bentonville, Arkansas.

As previously mentioned, 80% of the 75 million products imported by Walmart are from China, so one would think that they would have suffered at least a little with the rest of U.S. importers with the same sourcing.

No, Walmart is not owned by China, nor has it been sold to a Chinese investment group. According to USA TODAY fact check, a claim that Walmart had been sold to a Chinese firm was proven false. On Jan. 2 2021, a Facebook post claimed a Chinese business group bought out America's largest retailer.

With a combined net worth of US$247 billion, the Walton family is the wealthiest in the US. The company's founder, Sam Walton, was well-known for having built their massive fortune – but he's not the only member of the clan worth knowing about.

The Denver Broncos have new owners: the Walton-Penner Family Ownership Group. NFL owners unanimously approved the sale of the Denver Broncos Tuesday from the Pat Bowlen Trust to the Walton-Penner family.

Fintel reports that BlackRock has filed a 13G/A form with the SEC disclosing ownership of 442.87MM shares of Pfizer Inc. (PFE). This represents 7.9% of the company.

Who are the top 10 shareholders of BlackRock? ›

One of either Blackrock, Vanguard, or State Street is the largest shareholder in 88% of S&P 500 companies. They are the three largest owners of most DOW 30 companies. Overall, institutional investors (which may offer both active and passive funds) own 80% of all stock in the S&P 500.

Their most recent investment was on Mar 6, 2023 , when Macro raised $90M . BlackRock has made 27 diversity investments. Their most recent diversity investment was on Mar 6, 2023 , when Macro raised $90M . BlackRock has had 112 exits.

BlackRock is the second-largest shareholder of Microsoft, owning 7.1% of its shares. As of December 2022, the market value of BlackRock's stake in Microsoft was $127.6 billion. BlackRock owned 532 million shares in Microsoft and controlled 532 million shareholder votes as of December 2022.

With $9 trillion in assets under management and ownership of more than 7 percent of shares on the S&P 500, BlackRock voted with shareholders 35 percent of the time, up from 17 percent a year ago. The firm voted against corporate management at 42 percent of shareholder meetings this year, up from 39 percent in 2020.

BlackRock is the second-largest shareholder of Apple, owning 6.5% of its shares. As of December 2022, the market value of BlackRock's stake in Apple was $133.7 billion. BlackRock owned 1,029 million shares in Apple and controlled 1,029 million shareholder votes as of December 2022.

Since then, BlackRock has earned more than $1.3bn in dividends for its clients through its shareholdings in 10 of Russia's most important companies, the Bureau's analysis of Bloomberg data has found.

Top 5 stock holdings are AAPL, MSFT, AMZN, UNH, GOOGL, and represent 12.14% of BlackRock's stock portfolio. Added to shares of these 10 stocks: GOOGL (+$35B), GOOG (+$31B), TSLA (+$15B), MSFT (+$2.3B), PLD (+$1.9B), PANW (+$1.6B), HD (+$1.4B), UNH (+$1.4B), NLY (+$1.1B), NDAQ (+$1.1B).

Who Owns The Other 50% Of Walmart? The other half of Walmart not owned by the Walton family is owned by investment companies, holding groups, and individual shareholders. The second largest shareholder of Walmart stock is the Vanguard Group, one of the largest investment companies in the world.

2023-02-06 - BlackRock Inc. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 596,106,284 shares of Amazon.com, Inc. (US:AMZN). This represents 5.8 percent ownership of the company.

Who is the current owner of Walmart? ›

Doug McMillon - President and CEO, Walmart Inc.

No, Walmart is not owned by China, nor has it been sold to a Chinese investment group. According to USA TODAY fact check, a claim that Walmart had been sold to a Chinese firm was proven false. On Jan. 2 2021, a Facebook post claimed a Chinese business group bought out America's largest retailer.

The combined holdings of the index fund industry's three giants — BlackRock, Vanguard and State Street — make up a 13.58% stake in Tesla, it found. Vanguard funds own 6.85% of Tesla, adding up to the second-biggest shareholder, while BlackRock and State Street funds have a 3.6% and 3.13% stake, respectively.

Alphabet's class B shares are not publicly traded. The top individual insider shareholders of Google are Larry Page, Sergey Brin, and Sundar Pichai, and the top institutional shareholders are Vanguard Group Inc., BlackRock Inc. (BLK), T. Rowe Price Associates Inc., and FMR LLC.

The estimated net worth of Jim Walton is $61 billion.

Jim is most known for being the heir to the Walmart empire. Walmart is the world's largest retailer and has offices, subsidiaries, factories, and more all over the world.

With a combined net worth of US$247 billion, the Walton family is the wealthiest in the US. The company's founder, Sam Walton, was well-known for having built their massive fortune – but he's not the only member of the clan worth knowing about.