Advanced Drainage Systems In (WMS) Institutional Ownership Tracker (Q2 2026)

WMS ranks #1058 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

WMS is a top-conviction position for Impactive Capital LP — at 8.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in WMS belongs to BlackRock, Inc., but the position matters far more to Impactive Capital LP, who has 8.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Qube Research & Technologies Ltd has added to its WMS position for two straight quarters, increasing it by $99.9M to reach $131.8M today.

Wellington Management Group LLP has trimmed its WMS position for two straight quarters, cutting it by $51.2M while still holding $131.9M.

WMS is down 1.3% today, but institutions show net buying of $2.2B this quarter — a divergence between today's price move and the underlying institutional flow.

WMS posted net income of $451.1M over the trailing twelve months, and currently trades at a P/E of 23.8.

• Profitable — net income of $451.1M over the trailing twelve months
• Revenue grew 10.4% year over year
• Net income improved year over year, from $432.7M to $451.1M
• Generated $819.1M in positive operating cash flow
• Current ratio of 2.42x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.37x equity — within a conventional range