L3VLUP
Quarter end
31 Dec 2024
the date the book describes
Filed
14 Feb 2025
latest of these filings; the earliest 11 Feb 2025
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 22 listed it in both
Shares listed
14,339,402
combined, among listed positions
Reported value
$2.9bn
combined, at the quarter end

Among the 94 comparable managers: 13 buyers (opened or added shares) and 14 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 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
Invesco Ltd2,062,824$416m0.08%Added+146,78213 Feb 2025 (the filing on sec.gov)
AllianceBernstein LP2,036,718$411m0.14%Trimmed-252,84712 Feb 2025 (the filing on sec.gov)
Capital Research Global Investors1,658,733$335m0.07%Added+1,184,90513 Feb 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc1,013,960$205munder 0.1%Trimmed-97,14514 Feb 2025 (the filing on sec.gov)
Neuberger Berman Group LLC874,040$176m0.14%Added+88,89313 Feb 2025 (the filing on sec.gov)
Millennium Management LLC839,189$169m0.08%Added+393,26714 Feb 2025 (the filing on sec.gov)
Voloridge Investment Management LLC604,776$122m0.43%Trimmed-217,58314 Feb 2025 (the filing on sec.gov)
Two Sigma Investments LP588,355$119m0.26%Trimmed-75,77114 Feb 2025 (the filing on sec.gov)
Marshall Wace LLP560,600$113m0.14%Addedn.a.13 Feb 2025 (the filing on sec.gov)
Arrowstreet Capital LP510,992$103m0.08%Trimmed-295,44712 Feb 2025 (the filing on sec.gov)
Renaissance Technologies LLC464,800$94m0.14%Trimmed-1,50013 Feb 2025 (the filing on sec.gov)
Capital World Investors460,397$93munder 0.1%Trimmed-1,694,86413 Feb 2025 (the filing on sec.gov)
AQR Capital Management LLC430,367$87m0.11%Trimmed-54,21414 Feb 2025 (the filing on sec.gov)
Acadian Asset Management LLC397,196$80m0.23%Trimmed-25,55511 Feb 2025 (the filing on sec.gov)
MFS Investment Management363,566$73munder 0.1%Trimmed-16,66812 Feb 2025 (the filing on sec.gov)
Two Sigma Advisers LP280,300$57m0.13%Added+34,80014 Feb 2025 (the filing on sec.gov)
Man Group PLC228,868$46m0.12%Added+26,34514 Feb 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP221,055$45m0.31%Added+192,70312 Feb 2025 (the filing on sec.gov)
Squarepoint Ops LLC212,589$43munder 0.1%Added+78,27214 Feb 2025 (the filing on sec.gov)
Tudor Investment Corp186,486$38m0.14%Added+71,82214 Feb 2025 (the filing on sec.gov)
GAMCO Investors Inc148,822$30m0.31%Trimmed-6,84413 Feb 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC59,325$12m0.07%Trimmed-50,95514 Feb 2025 (the filing on sec.gov)
Verition Fund Management LLC57,276$12munder 0.1%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Woodline Partners LP52,579$11m0.07%Trimmed-23,01914 Feb 2025 (the filing on sec.gov)
Moore Capital Management LP21,512$4.3munder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, 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.

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 →