WMS — ADVANCED DRAIN SYS INC DEL
As of Q2 2026, 40 SEC-registered investment managers reported holding WMS (ADVANCED DRAIN SYS INC DEL) in their latest 13F filings, with a combined reported value of $3.71B across 23.75M shares. That is +7.3% by share count (+1.62M shares) versus the previous quarter, while reported value moved +22.7%. Ownership is concentrated: the five largest holders account for 56.7% of reported value and the top ten for 75.2%.
Compared with the prior quarter, 1 opened new positions, 27 added to existing stakes, 12 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
WMS is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 7.47M | $1.17B | 0.02% | Add |
| Vanguard Group history | Q4 2025 | 7.41M | $1.07B | 0.02% | Reduce |
| Baillie Gifford & Co history | Q2 2026 | 1.84M | $288.07M | 0.26% | Reduce |
| Morgan Stanley history | Q2 2026 | 1.39M | $218.78M | 0.01% | Add |
| Geode Capital Management history | Q2 2026 | 1.37M | $214.69M | 0.01% | Add |
| Amundi US history | Q2 2026 | 1.35M | $212.68M | 0.05% | Add |
| Norges Bank Investment Management history | Q2 2026 | 1.30M | $204.63M | 0.02% | Add |
| Wellington Management Group history | Q2 2026 | 840.49K | $131.92M | 0.02% | Reduce |
| Invesco Ltd history | Q2 2026 | 835.67K | $131.17M | 0.01% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 696.50K | $109.32M | 0.01% | Reduce |
| Baron Funds history | Q2 2026 | 680.43K | $106.80M | 0.26% | Add |
| Goldman Sachs Group history | Q2 2026 | 641.40K | $100.67M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 594.40K | $93.30M | 0.01% | Add |
| Janus Henderson Group history | Q1 2026 | 592.58K | $81.28M | 0.04% | Reduce |
| BNY Mellon history | Q2 2026 | 472.12K | $74.10M | 0.01% | Reduce |
| Balyasny Asset Management history | Q2 2026 | 342.93K | $53.83M | 0.07% | Add |
| Bank of America Corp history | Q2 2026 | 340.26K | $53.41M | 0.00% | Reduce |
| Marshall Wace history | Q2 2026 | 314.51K | $49.37M | 0.04% | Add |
| Franklin Resources history | Q2 2026 | 301.83K | $47.38M | 0.01% | Add |
| PNC Financial Services history | Q2 2026 | 277.65K | $43.58M | 0.02% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 36.00K sh · $5.56M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 592.58K sh · $81.28M
- CPP Investments sold 81.88K sh · $11.23M
- D. E. Shaw & Co sold 17.74K sh · $2.43M
- First Eagle Investment Management sold 5.33K sh · $730.35K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 7.94M | 7.42M | 7.30M | 7.07M | 7.04M | 7.11M | 7.42M | 7.47M |
| Baillie Gifford & Co | — | — | — | — | — | 117.84K | 2.57M | 3.61M | 3.52M | 3.38M | 3.18M | 3.12M | 3.04M | 2.67M | 2.49M | 2.47M | 2.40M | 2.24M | 2.05M | 1.84M |
| Morgan Stanley | 233.24K | 408.68K | 215.24K | 397.83K | 361.78K | 1.12M | 1.36M | 1.37M | 1.57M | 1.18M | 1.11M | 1.11M | 1.19M | 1.24M | 1.55M | 1.67M | 2.00M | 1.71M | 1.33M | 1.39M |
| Geode Capital Management | 654.47K | 691.97K | 725.39K | 719.59K | 797.42K | 845.71K | 872.20K | 916.46K | 1.03M | 1.07M | 1.11M | 1.13M | 1.19M | 1.19M | 1.24M | 1.22M | 1.26M | 1.27M | 1.34M | 1.37M |
| Amundi US | 75.86K | 256.45K | 421.26K | 701.18K | 497.22K | 742.79K | 911.30K | 829.48K | 697.15K | 625.39K | 528.90K | 368.89K | 496.49K | 854.76K | 1.18M | 1.15M | 707.38K | 1.28M | 1.29M | 1.35M |
| Norges Bank Investment Management | — | — | — | — | — | 497.43K | — | — | — | 630.26K | — | 697.38K | — | 745.55K | — | 792.17K | — | 1.08M | — | 1.30M |
| Wellington Management Group | 303.27K | 317.64K | 339.22K | 354.42K | 273.55K | 287.69K | 308.33K | 278.91K | 273.58K | 567.50K | 442.20K | 438.11K | 357.91K | 339.26K | 339.37K | 355.98K | 1.19M | 1.26M | 1.06M | 840.49K |
| Invesco Ltd | 2.92M | 2.71M | 2.51M | 1.97M | 1.86M | 1.98M | 1.36M | 1.28M | 1.39M | 1.49M | 1.69M | 1.52M | 1.71M | 1.69M | 1.73M | 1.01M | 998.45K | 984.29K | 982.53K | 835.67K |
| Charles Schwab Investment Management | 451.50K | 463.95K | 485.57K | 491.96K | 387.26K | 407.05K | 409.53K | 414.07K | 460.95K | 471.06K | 475.14K | 487.04K | 562.05K | 593.56K | 657.38K | 665.99K | 698.27K | 717.96K | 702.65K | 696.50K |
| Baron Funds | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 307.86K | 294.60K | 294.68K | 294.68K | 291.15K | 680.43K |
| Goldman Sachs Group | 218.13K | 170.75K | 174.07K | 255.28K | 192.11K | 178.24K | 82.62K | 56.27K | 71.74K | 144.22K | 187.16K | 336.70K | 214.66K | 563.62K | 443.60K | 438.72K | 447.12K | 462.66K | 451.76K | 641.40K |
| Northern Trust Corp | 313.30K | 285.83K | 284.53K | 289.14K | 308.54K | 319.77K | 505.24K | 635.92K | 647.44K | 655.91K | 584.13K | 640.60K | 634.53K | 665.46K | 646.86K | 621.74K | 613.51K | 583.18K | 589.19K | 594.40K |
| BNY Mellon | 429.53K | 437.77K | 431.93K | 370.16K | 334.03K | 367.21K | 677.50K | 671.26K | 692.21K | 670.74K | 636.23K | 624.63K | 578.73K | 591.55K | 580.86K | 556.24K | 550.69K | 490.20K | 519.24K | 472.12K |
| Balyasny Asset Management | — | 62.43K | 318.91K | 212.77K | 199.20K | 227.90K | 36.92K | 46.64K | 102.28K | — | 9.29K | 64.66K | 49.27K | — | — | — | 47.03K | 458.91K | 3.07K | 342.93K |
| Bank of America Corp | 733.57K | 689.43K | 447.82K | 380.93K | 371.11K | 322.24K | 295.36K | 308.03K | 374.40K | 332.66K | 378.60K | 402.37K | 351.40K | 352.04K | 437.25K | 555.84K | 446.28K | 457.37K | 439.58K | 340.26K |
| Marshall Wace | — | — | — | — | 125.68K | 448.39K | — | — | — | 3.42K | 5.23K | — | — | — | — | — | 15.45K | 13.95K | 6.94K | 314.51K |
| Franklin Resources | 18.57K | 16.55K | 17.21K | 14.83K | 3.83K | — | — | 55.62K | 36.04K | 35.84K | 41.66K | 41.67K | 41.66K | 41.68K | 41.66K | 41.61K | 285.81K | 367.42K | 298.71K | 301.83K |
| PNC Financial Services | 427.25K | 425.72K | 427.15K | 427.77K | 420.91K | 419.37K | 414.98K | 416.12K | 412.05K | 397.30K | 313.31K | 307.44K | 307.15K | 307.29K | 307.55K | 297.71K | 283.49K | 279.20K | 274.56K | 277.65K |
| UBS Group AG | 69.41K | 68.59K | 43.09K | 37.90K | 48.34K | 173.69K | 127.62K | 96.56K | 59.71K | 71.01K | 111.34K | 104.78K | 76.35K | 199.91K | 152.72K | 283.99K | 353.91K | 238.59K | 218.06K | 270.88K |
| Capital World Investors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 22.43K | 58.65K | — | 262.85K | 270.58K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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