Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
2,297 institutional managers reported holding WM for the quarter ended Mar 31, 2026. Together they hold about 81% of shares outstanding; the top 10 hold 39%. 183 opened new positions; 160 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 39.30M | 9.72% | $9.03B | added +0.7% | ≤2013 |
| BlackRock | 30.20M | 7.47% | $6.94B | added +1.6% | ≤2013 |
| Gates Foundation Trust (focused) | 27.64M | 6.83% | $6.35B | trimmed -4.5% | ≤2013 |
| State Street | 17.50M | 4.33% | $4.02B | added +0.6% | ≤2013 |
| Geode Capital | 9.19M | 2.27% | $2.11B | added +2.2% | ≤2013 |
| Capital Research Global Investors | 8.73M | 2.16% | $2.01B | added +285.5% | 2018 Q2 |
| Morgan Stanley | 8.56M | 2.12% | $1.97B | added +4.3% | ≤2013 |
| Ameriprise Financial INC | 7.43M | 1.84% | $1.71B | added +11.1% | ≤2013 |
| UBS | 5.30M | 1.31% | $1.22B | added +7.2% | ≤2013 |
| Parnassus Investments | 4.98M | 1.23% | $1.14B | trimmed -5.6% | ≤2013 |
| Royal Bank OF Canada | 4.40M | 1.09% | $1.01B | added +84.9% | ≤2013 |
| Wells Fargo & COMPANY/MN | 4.26M | 1.05% | $979.5M | added +14.1% | ≤2013 |
| Northern Trust | 3.91M | 0.97% | $898.4M | added +1.2% | ≤2013 |
| Goldman Sachs | 3.65M | 0.90% | $838.1M | added +8.4% | ≤2013 |
| Nordea Investment Management AB | 3.47M | 0.86% | $797.0M | trimmed -1.8% | ≤2013 |
| Bank OF America CORP /DE/ | 3.35M | 0.83% | $769.9M | trimmed -6.1% | ≤2013 |
| Amundi | 2.98M | 0.74% | $685.7M | trimmed -8.8% | 2016 Q4 |
| Vontobel Holding LTD. | 2.93M | 0.72% | $672.6M | added +4.7% | 2014 Q4 |
| Barclays PLC | 2.72M | 0.67% | $625.9M | added +34% | ≤2013 |
| Legal & General Group PLC | 2.64M | 0.65% | $607.9M | added +1.3% | ≤2013 |
| Clearbridge Investments, LLC | 2.47M | 0.61% | $568.7M | trimmed -1.3% | ≤2013 |
| Swedbank Robur | 2.39M | 0.59% | $550.0M | added +17% | 2021 Q1 |
| Charles Schwab Investment Management | 2.35M | 0.58% | $540.3M | added +3.1% | ≤2013 |
| Dimensional Fund Advisors | 2.32M | 0.57% | $533.4M | added +1.2% | ≤2013 |
| DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2.25M | 0.56% | $518.1M | added +406.2% | 2016 Q4 |
| Stifel Financial CORP | 2.14M | 0.53% | $491.4M | trimmed -2.6% | ≤2013 |
| BNY Mellon | 2.10M | 0.52% | $483.3M | trimmed -2.1% | ≤2013 |
| Deutsche Bank AG\ | 2.04M | 0.51% | $469.1M | trimmed -3% | 2013 Q3 |
| Two Sigma | 2.04M | 0.50% | $468.7M | added +125% | ≤2013 |
| Sustainable Growth Advisers, LP | 2.02M | 0.50% | $464.6M | trimmed -27% | 2024 Q1 |
| Invesco | 1.89M | 0.47% | $433.8M | trimmed -2.9% | ≤2013 |
| Bank OF Montreal /CAN/ | 1.86M | 0.46% | $426.8M | added +19% | ≤2013 |
| Raymond James Financial INC | 1.85M | 0.46% | $424.4M | unchanged | ≤2013 |
| Nuveen | 1.76M | 0.43% | $404.1M | added +4.3% | ≤2013 |
| Brown Brothers Harriman & CO | 1.65M | 0.41% | $379.3M | unchanged | ≤2013 |
| Diamond Hill Capital Management INC | 1.58M | 0.39% | $362.9M | trimmed -32% | 2022 Q1 |
| Mirova US LLC | 1.53M | 0.38% | $351.3M | added +1.8% | 2019 Q1 |
| Pictet Asset Management Holding SA | 1.51M | 0.37% | $346.7M | trimmed -38.5% | ≤2013 |
| Lazard Asset Management LLC | 1.39M | 0.34% | $318.6M | added +0.6% | 2015 Q1 |
| Storebrand Asset Management AS | 1.33M | 0.33% | $306.4M | trimmed -9.4% | 2025 Q4 |
| Banque Pictet & CIE SA | 1.30M | 0.32% | $298.7M | trimmed -24.6% | 2018 Q2 |
| Swiss National Bank | 1.18M | 0.29% | $271.7M | added +7.1% | ≤2013 |
| AllianceBernstein | 1.17M | 0.29% | $269.9M | trimmed -21.7% | ≤2013 |
| Mitsubishi UFJ Asset Management CO., LTD. | 1.17M | 0.29% | $268.7M | added +5.3% | ≤2013 |
| T. Rowe Price | 1.15M | 0.28% | $265.2M | added +4.1% | ≤2013 |
| Capital International Investors | 1.14M | 0.28% | $262.5M | trimmed -24.3% | ≤2013 |
| BNP Paribas Financial Markets | 1.10M | 0.27% | $253.8M | trimmed -1.7% | ≤2013 |
| LPL Financial LLC | 1.09M | 0.27% | $251.5M | trimmed -1.1% | ≤2013 |
| Envestnet Asset Management INC | 1.04M | 0.26% | $240.2M | added +3.5% | ≤2013 |
| Neuberger Berman Group LLC | 1.01M | 0.25% | $231.8M | added +2% | ≤2013 |
Largest 50 of 2,297 shown; the full ranked, searchable register is at boothcheck.com/holders/WM. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.