Institutional filer · SEC 13F · Q3 2024
Wilmington Savings Fund Society, FSB
The reported 13F portfolio of Wilmington Savings Fund Society, FSB (CIK 900974) - top holdings, how concentrated the book is, and what changed last quarter.
- $3.4B
- Reported book
- 2,070
- Positions
- #31
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Wilmington Savings Fund Society, FSB ranks #31 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q3 2024 the reported book is $3.4B across 2,070 positions, a moderately concentrated portfolio.
- $3.4B
- reported 13F value
- 2,070
- disclosed positions
- 10.1%
- in Comcast Corp
- #31
- of 360 filers
Top-5 share 28.2% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Wilmington Savings Fund Society, FSB ranks #31 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Wilmington Savings Fund Society, FSB sits by disclosed position count
Wilmington Savings Fund Society, FSB reports 2,070 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Wilmington Savings Fund Society, FSB vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
2,070 11th of 360 higher than 349 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Wilmington Savings Fund Society, FSB reports $3.41B across 2,070 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 900974 · Q3 2024 $3.4B book
BOOK-HEAVY · POS-MEGA · CONC-MID · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-HEAVY #31/360
- POS-MEGA 2,070 names
- CONC-MID 28% top-5
- LEAD-HEAVY 10.1% top
- PHOTO-FINISH Kentucky Retirement…
- TREND-FLAT Book steady
- FY-SNAPSHOT Q3 2024
Photo-finish peer on reported book: Kentucky Retirement Systems
Read with: How to read 13F filings - 2,070 disclosed names — large books need filing mechanics context before position-level reads.
Reported-book neighbourhood · Wilmington Savings Fund Society, FSB
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$3.4B decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | Comcast Corp | $345.2M | 10.1% |
| 2 | Intuitive Surgical Inc | $272.9M | 8.0% |
| 3 | Apple Inc | $129.6M | 3.8% |
| 4 | VANGUARD ETF/USA | $110.5M | 3.2% |
| 5 | Procter & Gamble Co/The | $101.6M | 3.0% |
| 6 | MICROSOFT CORP | $87.9M | 2.6% |
| 7 | Johnson & Johnson | $57.5M | 1.7% |
| 8 | BERKSHIRE HATHAWAY | $51.8M | 1.5% |
| 9 | BlackRock Fund Advisors | $51.1M | 1.5% |
| 10 | Vanguard ETF/USA | $47.0M | 1.4% |
| 11 | NVIDIA Corp | $45.9M | 1.4% |
| 12 | BlackRock Fund Advisors | $44.4M | 1.3% |
| 13 | VANGUARD | $41.4M | 1.2% |
| 14 | JPMorgan Chase & Co | $35.4M | 1.0% |
| 15 | Amazon.com Inc | $34.6M | 1.0% |
| 16 | Berkshire Hathaway Inc | $34.6M | 1.0% |
| 17 | ALPHABET INC | $33.0M | 1.0% |
| 18 | ISHARES | $32.5M | 0.9% |
| 19 | SSgA Funds Management Inc | $29.0M | 0.8% |
| 20 | Invesco Capital Management LLC | $28.2M | 0.8% |
| 21 | Exxon Mobil Corp | $26.7M | 0.8% |
| 22 | Eli Lilly & Co | $25.9M | 0.8% |
| 23 | iShares ETFs/USA | $25.2M | 0.7% |
| 24 | Merck & Co Inc | $25.1M | 0.7% |
| 25 | Doximity Inc | $24.7M | 0.7% |
Latest Quarter Trades · Q3 2024
New positions (200)
Frequently Asked Questions
- How big is Wilmington Savings Fund Society, FSB's 13F portfolio?
- Wilmington Savings Fund Society, FSB reports $3.4B of long US-equity positions across 2,070 securities as of Q3 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Wilmington Savings Fund Society, FSB sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Wilmington Savings Fund Society, FSB ranks #31 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Wilmington Savings Fund Society, FSB's largest position?
- Wilmington Savings Fund Society, FSB's largest reported position is Comcast Corp at $345.2M, about 10.1% of its reported book as of Q3 2024.
- What did Wilmington Savings Fund Society, FSB trade last quarter?
- In its Q3 2024 filing, Wilmington Savings Fund Society, FSB opened 200 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Wilmington Savings Fund Society, FSB: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($3.4B here).
Similar holding count
Nearest filers by number of disclosed positions (2,070 here).
Using this filing
- The rankings sort every tracked filer the same way Wilmington Savings Fund Society, FSB was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Kentucky Retirement Systems reported the nearest book value ($3.4B) this quarter, a useful scale comparison for Wilmington Savings Fund Society, FSB. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.