Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns WMS (WMS)


Which tracked institutional funds hold WMS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WMS company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

574
Institutional holders
68,501,856
Shares held (tracked funds)
94.3%
Of shares outstanding

How the tape is positioned

133 tracked funds added or opened WMS while 155 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

WMS’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes WMS more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in WMS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 574 tracked filers holding WMS, 323 increased or opened the position and 234 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in WMS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 48

  • VANGUARD PORTFOLIO MANAGEMENT LLC$496M
  • VANGUARD CAPITAL MANAGEMENT LLC$469M
  • VANGUARD FIDUCIARY TRUST CO$62M
  • Capital World Investors$36M
  • Alyeska Investment Group, L.P.$35M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$17M

Full exits 29

  • VANGUARD GROUP INC$1.1B
  • MIG Capital, LLC$17M
  • Tredje AP-fonden$16M
  • MILFORD FUNDS LTD$16M
  • Turas Capital Management LP$8M
  • Yaupon Capital Management LP$6M

Largest adds

  • Pictet Asset Management Holding SA$62M
  • ADAGE CAPITAL PARTNERS GP, L.L.C.$54M
  • Corient Private Wealth LLC$44M
  • Qube Research & Technologies Ltd$43M
  • Hill City Capital, LP$28M
  • AQR CAPITAL MANAGEMENT LLC$23M

Largest trims

  • BlackRock, Inc.$203M
  • CITADEL ADVISORS LLC$113M
  • Impactive Capital LP$94M
  • NORGES BANK$85M
  • FIRST TRUST ADVISORS LP$71M
  • BALYASNY ASSET MANAGEMENT L.P.$66M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed6,030,446$827M8.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new3,615,687$496M5.2%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new3,423,703$469M4.9%2026-Q1
STATE STREET CORP added2,489,531$341M3.6%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed2,450,123$336M3.5%2026-Q1
Pictet Asset Management Holding SA added2,204,801$302M3.2%2026-Q1
BAILLIE GIFFORD & CO trimmed2,047,349$281M2.9%2026-Q1
FIRST TRUST ADVISORS LP trimmed2,044,057$280M2.9%2026-Q1
Impax Asset Management Group plc trimmed1,927,510$264M2.8%2026-Q1
AMERICAN CENTURY COMPANIES INC added1,657,753$227M2.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,344,795$184M1.9%2026-Q1
MORGAN STANLEY trimmed1,333,340$183M1.9%2026-Q1
Amundi added1,288,672$177M1.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,191,778$163M1.7%2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed1,106,423$152M1.6%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed1,056,606$145M1.5%2026-Q1
KBC Group NV added916,981$126M1.3%2026-Q1
Impactive Capital LP trimmed856,492$117M1.2%2026-Q1
Invesco Ltd. trimmed842,684$116M1.2%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed702,650$96M1.0%2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed655,684$90M0.9%2026-Q1
Capital International Investors trimmed639,021$88M0.9%2026-Q1
Mirova US LLC trimmed628,843$86M0.9%2026-Q1
Liontrust Investment Partners LLP573,573$83M0.9%2026-Q1
JANUS HENDERSON GROUP PLC trimmed592,581$81M0.9%2026-Q1
NORTHERN TRUST CORP added589,186$81M0.8%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added585,972$80M0.8%2026-Q1
WESTWOOD HOLDINGS GROUP INC added553,211$76M0.8%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. added550,000$75M0.8%2026-Q1
Qube Research & Technologies Ltd added546,406$75M0.8%2026-Q1
Triodos Investment Management BV trimmed536,711$74M0.8%2026-Q1
NORGES BANK trimmed656,700$71M0.7%2026-Q1
Bank of New York Mellon Corp added519,242$71M0.7%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed525,787$69M0.7%2026-Q1
Schonfeld Strategic Advisors LLC trimmed489,307$67M0.7%2026-Q1
BROWN BROTHERS HARRIMAN & CO trimmed455,614$62M0.7%2026-Q1
GOLDMAN SACHS GROUP INC trimmed451,763$62M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new449,649$62M0.6%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed439,577$60M0.6%2026-Q1
ACK Asset Management LLC390,000$53M0.6%2026-Q1
Interval Partners, LP added388,875$53M0.6%2026-Q1
Allianz Asset Management GmbH trimmed381,401$52M0.5%2026-Q1
Hill City Capital, LP added370,000$51M0.5%2026-Q1
AMERIPRISE FINANCIAL INC trimmed358,948$49M0.5%2026-Q1
Corient Private Wealth LLC added342,161$47M0.5%2026-Q1
STIFEL FINANCIAL CORP added318,746$44M0.5%2026-Q1
Robeco Schweiz AG trimmed308,404$42M0.4%2026-Q1
FRANKLIN RESOURCES INC trimmed298,712$41M0.4%2026-Q1
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. added294,898$40M0.4%2026-Q1
Gotham Asset Management, LLC added294,728$40M0.4%2026-Q1
BAMCO INC /NY/ trimmed291,152$40M0.4%2026-Q1
JPMORGAN CHASE & CO added292,566$38M0.4%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed274,556$38M0.4%2026-Q1
TD Asset Management Inc trimmed272,240$37M0.4%2026-Q1
Owls Nest Partners IA, LLC added264,101$36M0.4%2026-Q1
Capital World Investors added262,854$36M0.4%2026-Q1
Alyeska Investment Group, L.P. trimmed258,508$35M0.4%2026-Q1
GENEVA CAPITAL MANAGEMENT LLC trimmed255,923$35M0.4%2026-Q1
Legal & General Group Plc trimmed234,949$32M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC added223,895$31M0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC added223,622$30M0.3%2026-Q1
UBS Group AG trimmed218,057$30M0.3%2026-Q1
Quantinno Capital Management LP added213,971$29M0.3%2026-Q1
Russell Investments Group, Ltd. added209,806$29M0.3%2026-Q1
MACKENZIE FINANCIAL CORP trimmed207,424$28M0.3%2026-Q1
Aberdeen Group plc trimmed205,725$28M0.3%2026-Q1
Mediolanum International Funds Ltd added212,849$28M0.3%2026-Q1
Thrivent Financial for Lutherans added203,969$28M0.3%2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLC trimmed197,844$27M0.3%2026-Q1
PGGM Investments trimmed190,291$26M0.3%2026-Q1
RHUMBLINE ADVISERS added183,319$25M0.3%2026-Q1
LOOMIS SAYLES & CO L P added180,670$25M0.3%2026-Q1
SEI INVESTMENTS CO added180,395$25M0.3%2026-Q1
MIROVA added172,152$24M0.2%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added154,638$23M0.2%2026-Q1
Mitsubishi UFJ Trust & Banking Corp trimmed165,932$23M0.2%2026-Q1
Swedbank AB trimmed164,961$23M0.2%2026-Q1
STOREBRAND ASSET MANAGEMENT AS added163,525$22M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added159,913$22M0.2%2026-Q1
Epoch Investment Partners, Inc. trimmed158,803$22M0.2%2026-Q1
OP Asset Management Ltd added133,989$21M0.2%2026-Q1
ROYAL BANK OF CANADA added154,436$21M0.2%2026-Q1
J. Safra Sarasin Holding AG trimmed152,496$21M0.2%2026-Q1
Nuveen, LLC added150,403$21M0.2%2026-Q1
JUPITER ASSET MANAGEMENT LTD146,197$20M0.2%2026-Q1
Swiss National Bank added146,100$20M0.2%2026-Q1
California Public Employees Retirement System added139,885$19M0.2%2026-Q1
DUFF & PHELPS INVESTMENT MANAGEMENT CO added139,629$19M0.2%2026-Q1
Zurcher Kantonalbank (Zurich Cantonalbank) added137,130$19M0.2%2026-Q1
T. Rowe Price Investment Management, Inc. trimmed134,917$19M0.2%2026-Q1
Rathbones Group PLC trimmed130,792$18M0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed127,237$17M0.2%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added123,643$17M0.2%2026-Q1
CRAMER ROSENTHAL MCGLYNN LLC trimmed119,850$16M0.2%2026-Q1
VANGUARD GROUP INC trimmed7,300,723$1.1B11.1%2025-Q4 stale
Zimmer Partners, LP added270,000$31M0.3%2025-Q2 stale
AXA Investment Managers S.A. new176,805$25M0.3%2025-Q3 stale
Thematics Asset Management trimmed145,500$20M0.2%2025-Q3 stale
MIG Capital, LLC trimmed119,714$17M0.2%2025-Q4 stale
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed146,695$16M0.2%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership