L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 8 Feb 2024
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 13 listed it in both
Shares listed
16,483,215
combined, among listed positions
Reported value
$3.0bn
combined, at the quarter end

Among the 93 comparable managers: 14 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing WM in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Capital Research Global Investors4,074,221$730m0.18%Trimmed-1,012,97213 Feb 2024 (the filing on sec.gov)
Capital World Investors2,923,403$524m0.09%Added+844,29813 Feb 2024 (the filing on sec.gov)
AllianceBernstein LP2,639,575$473m0.18%Added+99,09814 Feb 2024 (the filing on sec.gov)
Invesco Ltd1,910,904$342m0.08%Trimmed-44,06213 Feb 2024 (the filing on sec.gov)
Neuberger Berman Group LLC1,400,456$251m0.22%Added+471,00314 Nov 2024 (the filing on sec.gov)
Voloridge Investment Management LLC741,897$133m0.52%Added+250,60114 Feb 2024 (the filing on sec.gov)
AQR Capital Management LLC503,681$90m0.17%Trimmed-49,88714 Feb 2024 (the filing on sec.gov)
MFS Investment Management418,777$75munder 0.1%Trimmed-12,2678 Feb 2024 (the filing on sec.gov)
Janus Henderson Group Ltd382,244$68munder 0.1%Added+114,30814 Feb 2024 (the filing on sec.gov)
Renaissance Technologies LLC362,400$65m0.10%Added+176,20013 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP347,074$62m0.14%Added+221,93814 Feb 2024 (the filing on sec.gov)
Arrowstreet Capital LP224,018$40munder 0.1%Trimmed-117,59114 Feb 2024 (the filing on sec.gov)
GAMCO Investors Inc185,315$33m0.35%Trimmed-12,60514 Feb 2024 (the filing on sec.gov)
Marshall Wace LLP108,575$19munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Acadian Asset Management LLC105,441$19m0.07%Addedn.a.13 Feb 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP98,316$18m0.12%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Woodline Partners LP38,203$6.8m0.07%Newnew14 Feb 2024 (the filing on sec.gov)
Winton Group Ltd10,996$2.0m0.14%Newnew12 Feb 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP6,393$1.1munder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)
Maverick Capital Ltd1,326$237kunder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
24 in Q3 2024 to 17 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WM by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20138$3.5bnn.a.n.a.
Q3 20139$3.6bnn.a.n.a.
Q4 20138$3.6bnn.a.n.a.
Q1 201410$3.4bnn.a.n.a.
Q2 201413$3.6bnn.a.n.a.
Q3 201414$3.8bnn.a.n.a.
Q4 201412$4.0bnn.a.n.a.
Q1 201516$3.9bnn.a.n.a.
Q2 201517$3.0bnn.a.n.a.
Q3 201520$3.1bnn.a.n.a.
Q4 201516$3.2bnn.a.n.a.
Q1 201618$3.5bnn.a.n.a.
Q2 201620$3.6bnn.a.n.a.
Q3 201624$2.6bnn.a.n.a.
Q4 201619$2.8bnn.a.n.a.
Q1 201720$3.1bnn.a.n.a.
Q2 201720$3.3bnn.a.n.a.
Q3 201718$3.2bnn.a.n.a.
Q4 201722$3.2bnn.a.n.a.
Q1 201822$3.0bnn.a.n.a.
Q2 201821$2.5bnn.a.n.a.
Q3 201822$2.9bnn.a.n.a.
Q4 201818$2.4bnn.a.n.a.
Q1 201919$2.4bnn.a.n.a.
Q2 201918$2.6bnn.a.n.a.
Q3 201924$2.5bnn.a.n.a.
Q4 201916$2.4bnn.a.n.a.
Q1 202024$2.1bnn.a.n.a.
Q2 202025$2.1bnn.a.n.a.
Q3 202020$2.2bnn.a.n.a.
Q4 202017$2.2bnn.a.n.a.
Q1 202115$3.4bnn.a.n.a.
Q2 202116$3.8bnn.a.n.a.
Q3 202114$3.7bnn.a.n.a.
Q4 202117$4.0bnn.a.n.a.
Q1 202219$3.1bnn.a.n.a.
Q2 202222$2.9bnn.a.n.a.
Q3 202221$2.5bnn.a.n.a.
Q4 202216$2.3bnn.a.n.a.
Q1 202321$2.9bnn.a.n.a.
Q2 202317$2.8bnn.a.n.a.
Q3 202314$2.3bnn.a.n.a.
Q4 202320$3.0bn146
Q1 202420$3.8bn813
Q2 202423$3.3bn1310
Q3 202424$3.0bn1212
Q4 202426$2.9bn1314
Q1 202522$2.9bn1114
Q2 202525$3.0bn1411
Q3 202524$3.1bn1213
Q4 202521$3.0bn1821
Q1 202613$4.2bn1125
Q2 202617$4.3bn2111

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

WM and GEV →WM and XOM →WM and CVX →Choose a stock to compare with WM →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own WM, latest filings →Back to the 13F Explorer →