Walton enterprises aum. Mousse Partners – $89bn AUM. This list objectively evaluates family offices across the US, ranking them by assets under management. Nov 26, 2023 · We want to examine those in the big leagues, the top 20 family offices worldwide. Founded in 1979, Walton currently manages US $4. Walton Enterprises is a family-led, private family office supporting the personal, philanthropic and business activity for multiple generations of Sam & Helen Walton’s family. New York City remains a key base for global family office operations and high-net-worth investment activity. View the latest funds and 13F holdings. Walton’s investment approach has multiple phases, including identifying the right parcel of land for acquisition, syndicating the land through investment structures best suited for our various global sales channels, managing the land during its hold period and May 6, 2025 · The Walton family – the world’s largest retail clan The Walton empire was founded by Bud and Sam Walton, who co-founded the world’s largest retailer, Walmart. It's worth noting that Walton Enterprises LLC came before Walmart. Ballmer Group – $85bn AUM. Walton Enterprises Located in Arkansas, USA, Walton Enterprises is the single family office of the Walton Family. Sep 19, 2022 · Builders Vision, the investing and philanthropy platform of billionaire Lukas Walton, has shifted its $1 billion endowment into what it calls "impact investments," leading a broader shift in About Walton Enterprises Walton Enterprises LLC is the family office that serves the personal and business needs of the family of Sam and Helen Walton. . Red rows indicate closed positions. Walton Estate Trust ceased, to the extent of his, her or its ownership, to beneficially own the shares of Common Stock held by Walton Enterprises and WFHT, as applicable, and are filing this beneficial ownership report on Schedule 13G to report a material change in SWFI is an investor research platform offering family offices, private equity firms, banks, and institutional investors actionable news, insights, and data. Is this card helpful? Current Assets for Walton Enterprises is $224,500,000,000 and SWFI has 6 periods of historical assets, 2 subsidiaries, 92 transactions, 2 Opportunities/RFPs, 34 personal contacts available for CSV Export. Cascade Investment AUM: $170 billion Washington, USA Overseen by Bill Gates and managed We’re pleased to present a list of the top 25 single-family offices in the United States, as recognized by AdvizorPro. The services provided to the Walton family and their related entities include treasury, financial/accounting, tax, and May 18, 2020 · According to regulatory filings in March 2020, Walton Enterprises LLC transferred 415 million shares, or roughly 15% of Walmart’s outstanding shares, to the Walton Family Holdings Trust. Aug 18, 2025 · This updated list ranks the 20 largest family offices in the world for 2024/2025, based on the latest verified assets under management (AUM) from multiple independent financial intelligence sources. Their primary mission is to enable all Walton family members to reach their personal, philanthropic and business aspirations. Detailed Profile of Walton Enterprises, LLC portfolio of holdings. The family office was founded in 1953 by Sam Walton, while the first Walmart opened its doors in 1962. Today, Walmart operates more than 10,500 stores in 19 countries Walton Enterprises AUM: $225 billion Arkansas, USA Manages wealth for the Walmart-founding Walton family 2. Waycrosse – $65bn AUM. AdvizorPro is a leading provider of data in the family office space, partnering with many of the nation’s most reputable advisor firms, asset managers, and fintech firms 5 days ago · 1. Post-transaction, Walton Enterprises now owns about 1,000,891,131 shares of Walmart. Walton Enterprises LLC (WEI) is an American investment holding company based in Bentonville, Arkansas that serves as a family office to manage the wealth of the Walton family, the owners of Walmart. 54 billion of real estate assets on behalf of investors from more than 91 countries. Jan 16, 2024 · Walton Enterprises serves the personal, philanthropic and business needs of the descendants of Sam and Helen Walton. Cascade Investment – $170bn AUM. This is a list of 13D and 13G filings made in the last year (if any). Robson Walton, and the John T. Bezos Expeditions – $108bn AUM. Track the AUM, funds, and holdings for Walton Enterprises, LLC over time. Established by the late Sam Walton, the founder of Walmart, it manages around $224 billion in assets. Fedesa – $55bn AUM. The company’s success began in 1962 and has grown into a multinational retailing company operating thousands of hypermarkets, grocery stores and department stores. Green rows indicate new positions. The migrated shares represented about 29% of the shares held by Walton Enterprises. SEC Filings include 13F quarterly reports, 13D/G events and more. Click the link icon to see the full transaction history. Compare against similar firms. Walton, Jim C. Walton, S. Primary industry of the operating business of family offices, % Finance and Insurance 21% Manufacturing Real Estate and Rental/ Leasing Management of Companies and Enterprises Technology Diversified / Multiple Retail Trade Agriculture, Forestry, and Aqua-culture Media and Publishing Hospitality and Food Services Energy and Resources Transportation and Warehousing Consultancy Healthcare and Due to the events described above, as of December 18, 2024, Alice L. They include: Walton Enterprises LLC – $225bn of assets under management (AUM). The value was estimated at US$ 48 billion. ajlnzx htmkxfc azbddubl zjhna szu jaskd lgdbayy pfohimw rcjm wrun