| 25.2M |
| $5.61B |
| +0.0% |
| 6.299% |
| 0.12% |
| 4 | STATE STREET CORP | 18.0M | $4.01B | +2.9% | 4.505% | 0.06% |
| 5 | Capital Research Global Investors | 10.4M | $2.33B | +19.5% | 2.611% | 0.32% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10.1M | $2.26B | -1.1% | 2.532% | 0.10% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 9.1M | $2.01B | -1.3% | 2.269% | 0.11% |
| 8 | AMERIPRISE FINANCIAL INC | 7.1M | $1.58B | -4.6% | 1.773% | 0.32% |
| 9 | MORGAN STANLEY | 6.6M | $1.47B | -7.0% | 1.647% | 0.08% |
| 10 | PARNASSUS INVESTMENTS, LLC | 4.8M | $1.07B | -3.8% | 1.199% | 2.85% |
| 11 | NORGES BANK | 4.8M | $1.06B | — | 1.194% | 0.11% |
| 12 | ROYAL BANK OF CANADA | 4.7M | $1.06B | +6.2% | 1.186% | 0.16% |
| 13 | WELLS FARGO & COMPANY/MN | 4.3M | $966.2M | +1.7% | 1.085% | 0.16% |
| 14 | NORTHERN TRUST CORP | 3.8M | $837.9M | -3.8% | 0.941% | 0.10% |
| 15 | GOLDMAN SACHS GROUP INC | 3.6M | $802.0M | -1.3% | 0.900% | 0.07% |
| 16 | BANK OF AMERICA CORP /DE/ | 3.1M | $696.4M | -6.7% | 0.782% | 0.04% |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 3.1M | $695.7M | +1.1% | 0.781% | 0.13% |
| 18 | NORDEA INVESTMENT MANAGEMENT AB | 3.0M | $657.2M | -14.7% | 0.740% | 0.54% |
| 19 | Amundi | 2.9M | $641.5M | -3.5% | 0.720% | 0.15% |
| 20 | Swedbank AB | 2.8M | $617.7M | +15.8% | 0.693% | 0.53% |
| 21 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | 2.8M | $613.7M | +22.1% | 0.689% | 0.47% |
| 22 | Legal & General Group Plc | 2.7M | $597.4M | +1.3% | 0.671% | 0.12% |
| 23 | Clearbridge Investments, LLC | 2.4M | $542.3M | -1.7% | 0.609% | 0.45% |
| 24 | Vontobel Holding Ltd. | 2.4M | $529.5M | -18.8% | 0.594% | 1.68% |
| 25 | DIMENSIONAL FUND ADVISORS LP | 2.4M | $527.6M | +2.0% | 0.592% | 0.10% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WM — a direct measure of their conviction.
| 80.61% |
| 0.89 pp |
| $70.60B |
| +10% |
| Q4 2024 | 2,021 | +6.1% | 81.50% | +2.62 pp | $64.16B | +3.5% |
| Q3 2024 | 1,904 | — | 78.88% | — | $62.01B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
WM institutional ownership rose by 0.60 percentage points quarter-over-quarter, with a net change of +31 holders.
The top 10 institutions account for 45.7% of all reported 13F value in WM, and the top 25 account for 60.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.