AI Holders Summary · Q1 2026

986 institutions reported WSM in Q1 2026. BlackRock, Inc. leads at 15.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$2.1B11.6M0.04%Q1 2026 02

Aristotle Capital Management, LLC

CIK 0000860644

$2.0B11.1M4.25%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$1.4B7.8M0.04%Q1 2026 04

BLACKHILL CAPITAL INC

CIK 0000872162

$1.4B7.7M72.12%Q1 2026 05

Vanguard Portfolio Management

CIK 0002100121· Index

$1.1B6.0M0.06%Q1 2026 06

STATE STREET CORP

CIK 0000093751

$1.1B5.8M0.04%Q1 2026 07

FMR LLC

CIK 0000315066

$758M4.2M0.04%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$694M3.8M0.04%Q1 2026 09

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$486M2.7M0.35%Q1 2026 10

Invesco Ltd.

CIK 0000914208

$325M1.8M0.03%Q1 2026 11

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

CIK 0000861177

$316M1.7M0.07%Q1 2026 12

VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188

$293M1.6M0.19%Q1 2026 13

NORTHERN TRUST CORP

CIK 0000073124· Index

$293M1.6M0.04%Q1 2026 14

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$270M1.5M0.06%Q1 2026 15

D. E. Shaw & Co., Inc.

CIK 0001009207

$254M1.4M0.14%Q4 2025 16

Boston Partners

CIK 0001386060

$224M1.2M0.23%Q1 2026 17

BANK OF AMERICA CORP /DE/

CIK 0000070858

$202M1.1M0.01%Q1 2026 18

GOLDMAN SACHS GROUP INC

CIK 0000886982

$202M1.1M0.02%Q1 2026 19

MORGAN STANLEY

CIK 0000895421

$193M1.1M0.01%Q1 2026 20

Leonard Green & Partners, L.P.

CIK 0001175523

$182M1.0M6.59%Q1 2026

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