⌘K

WMS Institutional Ownership & 13F Holders | SmartMoneyDB

WMSADVANCED DRAIN SYS INC DEL

COM · CUSIP 00790R104

Smart Money Ownership

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: +1.4pt. It's a gauge of who owns the name, not just how many.

PRICE T ROWE ASSOCIATES INC /MD/

$12.1M

+2.7pt

Gotham Asset Management, LLC

$40.4M · 0.1% of book

WMS (ADVANCED DRAIN SYS INC DEL) Institutional Ownership Summary

Among the 14 tracked institutional investors we monitor, WMS (ADVANCED DRAIN SYS INC DEL) is held with a combined value of $3.11B across 22,267,233 shares. The largest holder is VANGUARD GROUP INC with a position worth $1.07B (0.02% of their portfolio). 9 funds increased their holdings. 5 funds reduced their position.

Total Institutional Value

$3.11B

Total Shares Held

22,267,233

Institutional Holders

% of Shares Outstanding

29.1%

of 76.60M shares · SEC 2026-05-14

Days to Cover

2.9+1.6%

3.14M shares short · FINRA 2026-06-30

Tracked 13F institutions hold 29.1% 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 2026-05-14), not a live float.

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

ADAGE CAPITAL PARTNERS GP, L.L.C.+267% shares~$54.9M BlackRock, Inc.+4% shares~$42.9M AQR CAPITAL MANAGEMENT LLC+396% shares~$24.0M Gotham Asset Management, LLC+23% shares~$7.5M MILLENNIUM MANAGEMENT LLC+26% shares~$6.4M

13F Institutional Holders

Sort

WELLINGTON MANAGEMENT GROUP LLP

0.03% of book-15.9%

$145.80M

ADAGE CAPITAL PARTNERS GP, L.L.C.

0.12% of book+266.7%

$75.42M

Gotham Asset Management, LLC

0.12% of book+22.9%

$40.42M

MILLENNIUM MANAGEMENT LLC

0.01% of book+26.3%

$30.70M

AQR CAPITAL MANAGEMENT LLC

0.01% of book+395.5%

$30.12M

Grantham, Mayo, Van Otterloo & Co. LLC

0.07% of book-1.9%

$27.13M

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$1.07B	7,410,388	0.02%	-0.9%
2	BlackRock, Inc.	$1.02B	7,422,729	0.02%	+4.4%
3	STATE STREET CORP	$341.39M	2,489,531	0.01%	+0.8%
4	BAILLIE GIFFORD & CO	$280.75M	2,047,349	0.29%	-8.8%
5	WELLINGTON MANAGEMENT GROUP LLP	$145.80M	1,063,231	0.03%	-15.9%
6	ADAGE CAPITAL PARTNERS GP, L.L.C.	$75.42M	550,000	0.12%	+266.7%
7	Gotham Asset Management, LLC	$40.42M	294,728	0.12%	+22.9%
8	MILLENNIUM MANAGEMENT LLC	$30.70M	223,895	0.01%	+26.3%
9	AQR CAPITAL MANAGEMENT LLC	$30.12M	224,779	0.01%	+395.5%
10	Grantham, Mayo, Van Otterloo & Co. LLC	$27.13M	197,844	0.07%	-1.9%

Congress Trading

3 members · 4 disclosed trades in WMS

Member	Type	Amount	Date
Lisa McClain	Sell	$1,001 - $15,000	Jul 16, 2025
Lisa McClain	Buy	$1,001 - $15,000	Jun 17, 2025
Rob Bresnahan	Sell	$1,001 - $15,000	Jan 13, 2025
Thomas H Tuberville	Sell	$1,001 - $15,000

Frequently Asked Questions

Which institutional investors own the most WMS stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of WMS with a position worth $1.07B, representing 0.02% of their portfolio. In total, 14 institutional investors hold WMS with a combined value of $3.11B.

What percentage of WMS is owned by institutional investors?

Institutional investors hold $3.11B worth of WMS stock across 14 positions. The largest institutional holder is VANGUARD GROUP INC with $1.07B in holdings.

What is a 13F filing and why does it matter for WMS?

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.

Track WMS institutional moves

Get notified when hedge funds change their WMS positions.