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Of the 14 tracked institutions holding WMS, 8 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +1.6pt. It's a gauge of who owns the name, not just how many.
Among the 14 tracked institutional investors we monitor, WMS (ADVANCED DRAIN SYS INC DEL) is held with a combined value of $3.29B across 21,527,425 shares. The largest holder is BlackRock, Inc. with a position worth $1.17B (0.02% of their portfolio). 6 funds increased their holdings. 8 funds reduced their position.
Total Institutional Value
$3.29B
Total Shares Held
21,527,425
Institutional Holders
14
% of Shares Outstanding
28.5%
of 75.41M shares · SEC 2026-07-30
Days to Cover
2.7+5.0%
2.42M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 28.5% of WMS's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-07-30), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.17B | 0.02% | +0.6% |
| 2 | VANGUARD GROUP INC | $1.07B | 0.02% | -0.9% |
| 3 | STATE STREET CORP | $422.80M | 0.01% | +8.2% |
| 4 | BAILLIE GIFFORD & CO | $288.07M | 0.26% | -10.4% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | $131.92M | 0.02% | -20.9% |
| 6 | AQR CAPITAL MANAGEMENT LLC | $41.31M | 0.01% | +18.7% |
| 7 | Grantham, Mayo, Van Otterloo & Co. LLC | $34.23M | 0.08% | +10.2% |
| 8 | Gotham Asset Management, LLC | $28.71M | 0.07% | -37.9% |
| 9 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $23.54M | 0.03% | -72.7% |
| 10 | MILLENNIUM MANAGEMENT LLC | $20.91M | 0.01% | -40.5% |
| Member | Type | Date |
|---|---|---|
| Lisa McClain | Sell | Jul 16, 2025 |
| Lisa McClain | Buy | Jun 17, 2025 |
| Rob Bresnahan | Sell | Jan 13, 2025 |
| Thomas H Tuberville | Sell |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of WMS with a position worth $1.17B, representing 0.02% of their portfolio. In total, 14 institutional investors hold WMS with a combined value of $3.29B.
Institutional investors hold $3.29B worth of WMS stock across 14 positions. The largest institutional holder is BlackRock, Inc. with $1.17B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For WMS, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their WMS positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| May 7, 2024 |
Last Close
$133.67
2026-09-08
YTD
-10.7%
9% of 52-week range