| 0.01% |
| 4 | STATE STREET CORP | 2.7M | $422.8M | +8.2% | 3.515% | 0.01% |
| 5 | FIRST TRUST ADVISORS LP | 2.7M | $417.6M | +30.2% | 3.472% | 0.25% |
| 6 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 2.3M | $368.3M | -4.2% | 3.062% | 0.07% |
| 7 | Impax Asset Management Group plc | 1.8M | $289.7M | -4.2% | 2.408% | 1.89% |
| 8 | BAILLIE GIFFORD & CO | 1.8M | $288.1M | -10.4% | 2.395% | 0.26% |
| 9 | AMERICAN CENTURY COMPANIES INC | 1.6M | $256.5M | -1.4% | 2.132% | 0.11% |
| 10 | MORGAN STANLEY | 1.4M | $218.8M | +4.5% | 1.819% | 0.01% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $214.7M | +1.7% | 1.784% | 0.01% |
| 12 | Amundi | 1.4M | $212.7M | +5.1% | 1.767% | 0.05% |
| 13 | NORGES BANK | 1.3M | $204.6M | — | 1.701% | 0.02% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $200.5M | +7.2% | 1.667% | 0.04% |
| 15 | Pictet Asset Management Holding SA | 1.1M | $177.0M | -48.8% | 1.472% | 0.17% |
| 16 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.0M | $162.5M | -6.4% | 1.351% | 0.50% |
| 17 | WELLINGTON MANAGEMENT GROUP LLP | 840K | $131.9M | -20.9% | 1.097% | 0.02% |
| 18 | Qube Research & Technologies Ltd | 840K | $131.8M | +53.7% | 1.096% | 0.12% |
| 19 | Invesco Ltd. | 836K | $131.2M | -14.9% | 1.090% | 0.01% |
| 20 | Impactive Capital LP | 783K | $122.9M | -8.6% | 1.021% | 8.77% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 697K | $109.3M | -0.9% | 0.909% | 0.01% |
| 22 | BAMCO INC /NY/ | 680K | $106.8M | +133.7% | 0.888% | 0.16% |
| 23 | Capital International Investors | 657K | $103.2M | +2.9% | 0.858% | 0.02% |
| 24 | GOLDMAN SACHS GROUP INC | 641K | $100.7M | +42.0% | 0.837% | 0.01% |
| 25 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 634K | $99.6M | +8.2% | 0.827% | 0.12% |
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 WMS — a direct measure of their conviction.
| 107.05% |
| +17.49 pp |
| $7.14B |
| 3.1% |
| Q4 2024 | 455 | 3.4% | 89.56% | +3.02 pp | $7.37B | 23% |
| Q3 2024 | 471 | — | 86.54% | — | $9.55B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
49 institutions opened new positions in WMS during Q2 2026, while 77 fully exited. 370 added to existing positions and 108 trimmed.
WMS institutional ownership fell by 15.79 percentage points quarter-over-quarter, with a net change of -21 holders.
The top 10 institutions account for 42.9% of all reported 13F value in WMS, and the top 25 account for 63.8%.
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.
Advanced Drainage Systems, Inc. (WMS) Institutional Ownership