WASTE MANAGEMENT INC (WM) — Institutional Holders, Q2 2026 (page 11)
2,384 institutional investment managers reported a WM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $74.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,001 to 1,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WM 13F holders ranked 1,001–1,100 of 2,384
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Forvis Mazars Wealth Advisors#1001 · 6,850 sh | 6,850 | $1.5M | — | -1.0% |
| 1002 | Lynch Asset Management#1002 · 6,850 sh | 6,850 | $1.5M | 0.42% | +7.0% |
| 1003 | Sowell Financial Services#1003 · 6,846 sh | 6,846 | $1.5M | — | +4.1% |
| 1004 | Sage Investment Advisers#1004 · 6,839 sh | 6,839 | $1.5M | — | -0.3% |
| 1005 | HHM Wealth Advisors#1005 · 6,826 sh | 6,826 | $1.5M | 0.15% | +0.2% |
| 1006 | INTEGRITY ALLIANCE#1006 · 6,814 sh | 6,814 | $1.5M | 0.05% | -2.9% |
| 1007 | OLD NATIONAL BANCORP#1007 · 6,762 sh | 6,762 | $1.5M | — | -6.7% |
| 1008 | Portside Wealth Group#1008 · 6,756 sh | 6,756 | $1.5M | — | +25.7% |
| 1009 | Addison Capital#1009 · 6,748 sh | 6,748 | $1.5M | 0.25% | -6.3% |
| 1010 | FORT WASHINGTON INVESTMENT ADVISORS#1010 · 6,745 sh | 6,745 | $1.5M | — | +599.0% |
| 1011 | ASSETMARK#1011 · 6,735 sh | 6,735 | $1.5M | — | +6.2% |
| 1012 | HOHIMER WEALTH MANAGEMENT#1012 · 6,672 sh | 6,672 | $1.5M | 0.15% | +0.8% |
| 1013 | Clear Creek Financial Management#1013 · 6,665 sh | 6,665 | $1.5M | 0.10% | +15.2% |
| 1014 | EntryPoint Capital#1014 · 6,636 sh | 6,636 | $1.5M | 0.36% | +163.0% |
| 1015 | J. Team Financial#1015 · 6,618 sh | 6,618 | $1.5M | 1.43% | +12.0% |
| 1016 | London & Capital Asset Management Ltd#1016 · 6,605 sh | 6,605 | $1.5M | 0.01% | +3.5% |
| 1017 | KINGSWOOD WEALTH ADVISORS#1017 · 6,592 sh | 6,592 | $1.5M | — | -41.9% |
| 1018 | Spears Abacus Advisors#1018 · 6,590 sh | 6,590 | $1.5M | 0.03% | -0.3% |
| 1019 | Shelter Rock Management#1019 · 6,590 sh | 6,590 | $1.5M | — | -67.7% |
| 1020 | New England Research & Management#1020 · 6,582 sh | 6,582 | $1.5M | — | +9.6% |
| 1021 | Bank of New Hampshire#1021 · 6,573 sh | 6,573 | $1.5M | — | -5.4% |
| 1022 | TRILLIUM ASSET MANAGEMENT#1022 · 6,566 sh | 6,566 | $1.5M | 0.04% | -4.3% |
| 1023 | Mengis Capital Management#1023 · 6,548 sh | 6,548 | $1.5M | — | 0.0% |
| 1024 | MONETA GROUP INVESTMENT ADVISORS#1024 · 6,501 sh | 6,501 | $1.4M | 0.01% | +4.4% |
| 1025 | Advisor OS#1025 · 6,480 sh | 6,480 | $1.4M | 0.10% | -4.0% |
| 1026 | ANB BANK#1026 · 6,449 sh | 6,449 | $1.4M | — | -2.9% |
| 1027 | Lebenthal Global Advisors#1027 · 6,447 sh | 6,447 | $1.4M | 0.19% | +4.5% |
| 1028 | LAUREL OAK WEALTH MANAGEMENT#1028 · 6,447 sh | 6,447 | $1.4M | — | -3.1% |
| 1029 | Wedmont Private Capital#1029 · 6,143 sh | 6,143 | $1.4M | — | -1.5% |
| 1030 | AMERICAN NATIONAL BANK#1030 · 6,428 sh | 6,428 | $1.4M | — | +0.3% |
| 1031 | WESTBOURNE INVESTMENTS#1031 · 6,424 sh | 6,424 | $1.4M | 0.58% | +0.5% |
| 1032 | PKO Investment Management Joint-Stock#1032 · 6,412 sh | 6,412 | $1.4M | — | 0.0% |
| 1033 | EQUITABLE#1033 · 6,396 sh | 6,396 | $1.4M | — | +5.8% |
| 1034 | TEMA ETFS#1034 · 6,371 sh | 6,371 | $1.4M | — | +10.0% |
| 1035 | RMB Capital Management#1035 · 6,366 sh | 6,366 | $1.4M | 0.02% | -7.2% |
| 1036 | Frank, Rimerman Advisors#1036 · 6,338 sh | 6,338 | $1.4M | — | -1.4% |
| 1037 | Ark Wealth Advisors#1037 · 6,306 sh | 6,306 | $1.4M | 1.25% | +18.9% |
| 1038 | WBH ADVISORY#1038 · 6,301 sh | 6,301 | $1.4M | 0.09% | -0.8% |
| 1039 | TCW GROUP#1039 · 6,291 sh | 6,291 | $1.4M | <0.01% | +3.6% |
| 1040 | MWA Asset Management#1040 · 6,285 sh | 6,285 | $1.4M | 0.63% | +16.3% |
| 1041 | Avidian Wealth Solutions#1041 · 6,279 sh | 6,279 | $1.4M | — | +2.8% |
| 1042 | MCDANIEL TERRY#1042 · 6,275 sh | 6,275 | $1.4M | 0.11% | 0.0% |
| 1043 | Ronald Blue#1043 · 6,273 sh | 6,273 | $1.4M | — | -3.4% |
| 1044 | VeraBank, N.A.#1044 · 6,271 sh | 6,271 | $1.4M | 0.23% | -0.4% |
| 1045 | PFG Investments#1045 · 6,265 sh | 6,265 | $1.4M | 0.05% | +7.5% |
| 1046 | THOROUGHBRED FINANCIAL SERVICES#1046 · 6,244 sh | 6,244 | $1.4M | 0.07% | +0.9% |
| 1047 | Directional Asset Management#1047 · 6,229 sh | 6,229 | $1.4M | — | +0.3% |
| 1048 | Sculati Wealth Management#1048 · 5,770 sh | 5,770 | $1.4M | — | 0.0% |
| 1049 | HM PAYSON#1049 · 6,188 sh | 6,188 | $1.4M | 0.02% | -1.6% |
| 1050 | FCA#1050 · 6,184 sh | 6,184 | $1.4M | 0.34% | +12.6% |
| 1051 | ADAPT WEALTH ADVISORS#1051 · 6,180 sh | 6,180 | $1.4M | 0.45% | -41.5% |
| 1052 | RETIREMENT GUYS FORMULA#1052 · 6,177 sh | 6,177 | $1.4M | — | +7.9% |
| 1053 | WEDGEWOOD INVESTORS#1053 · 6,081 sh | 6,081 | $1.4M | 1.39% | +1.2% |
| 1054 | BankPlus Department#1054 · 6,056 sh | 6,056 | $1.3M | 0.32% | +9.5% |
| 1055 | Rehmann Capital Advisory Group#1055 · 6,049 sh | 6,049 | $1.3M | 0.06% | +1.0% |
| 1056 | CULLEN/FROST BANKERS#1056 · 6,047 sh | 6,047 | $1.3M | 0.01% | -0.5% |
| 1057 | ARWA#1057 · 5,557 sh | 5,557 | $1.3M | — | -16.5% |
| 1058 | Stiles Financial Services#1058 · 6,023 sh | 6,023 | $1.3M | 0.34% | -0.8% |
| 1059 | Corundum Group#1059 · 6,016 sh | 6,016 | $1.3M | 0.40% | +1.1% |
| 1060 | Counterweight Ventures#1060 · 5,990 sh | 5,990 | $1.3M | 0.67% | -3.7% |
| 1061 | Birch Hill Investment Advisors#1061 · 5,969 sh | 5,969 | $1.3M | — | -2.2% |
| 1062 | RFG Advisory#1062 · 5,955 sh | 5,955 | $1.3M | 0.02% | +54.0% |
| 1063 | Guardian Capital#1063 · 5,955 sh | 5,955 | $1.3M | 1.09% | -21.3% |
| 1064 | January Capital Advisors#1064 · 5,946 sh | 5,946 | $1.3M | 1.11% | +0.2% |
| 1065 | IAMS WEALTH MANAGEMENT#1065 · 5,943 sh | 5,943 | $1.3M | — | +10.4% |
| 1066 | RMR Wealth Builders#1066 · 5,942 sh | 5,942 | $1.3M | — | -56.8% |
| 1067 | Cassia Capital Partners#1067 · 5,927 sh | 5,927 | $1.3M | 0.64% | +1.2% |
| 1068 | Parkside Financial Bank#1068 · 5,908 sh | 5,908 | $1.3M | 0.04% | +102.1% |
| 1069 | First Pacific Financial#1069 · 5,900 sh | 5,900 | $1.3M | — | -2.2% |
| 1070 | Commonwealth Retirement Investments#1070 · 5,891 sh | 5,891 | $1.3M | — | -0.3% |
| 1071 | Advisory Alpha#1071 · 5,883 sh | 5,883 | $1.3M | 0.03% | -1.2% |
| 1072 | Evergreen Wealth Solutions#1072 · 5,846 sh | 5,846 | $1.3M | 0.07% | +26.5% |
| 1073 | Mesirow Financial Investment Management#1073 · 5,877 sh | 5,877 | $1.3M | 0.02% | -2.7% |
| 1074 | Quadcap Wealth Management#1074 · 5,865 sh | 5,865 | $1.3M | 0.13% | +1.4% |
| 1075 | Constitution Capital#1075 · 5,860 sh | 5,860 | $1.3M | — | -52.3% |
| 1076 | XTX Topco Ltd#1076 · 5,859 sh | 5,859 | $1.3M | 0.02% | -74.5% |
| 1077 | Cito Capital Group#1077 · 5,851 sh | 5,851 | $1.3M | 0.35% | 0.0% |
| 1078 | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna#1078 · 5,837 sh | 5,837 | $1.3M | — | -19.0% |
| 1079 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#1079 · 5,833 sh | 5,833 | $1.3M | 0.02% | +7.0% |
| 1080 | DONALDSON CAPITAL MANAGEMENT#1080 · 5,819 sh | 5,819 | $1.3M | 0.04% | +1.8% |
| 1081 | WD RUTHERFORD#1081 · 5,818 sh | 5,818 | $1.3M | — | -5.6% |
| 1082 | SILVER OAK SECURITIES#1082 · 5,815 sh | 5,815 | $1.3M | 0.08% | -5.4% |
| 1083 | Rithm Capital#1083 · 5,800 sh | 5,800 | $1.3M | 1.59% | 0.0% |
| 1084 | MFG WEALTH MANAGEMENT#1084 · 5,797 sh | 5,797 | $1.3M | — | New |
| 1085 | Checchi Capital Advisers#1085 · 5,776 sh | 5,776 | $1.3M | 0.06% | +0.9% |
| 1086 | Shay Capital#1086 · 5,750 sh | 5,750 | $1.3M | 0.08% | New |
| 1087 | Hamrick Investment Counsel#1087 · 5,745 sh | 5,745 | $1.3M | 0.85% | -3.9% |
| 1088 | OneAscent Financial Services#1088 · 5,738 sh | 5,738 | $1.3M | 0.06% | -3.0% |
| 1089 | Mine & Arao Wealth Creation & Management#1089 · 5,723 sh | 5,723 | $1.3M | 0.46% | +8.4% |
| 1090 | AZZAD ASSET MANAGEMENT#1090 · 5,715 sh | 5,715 | $1.3M | 0.11% | New |
| 1091 | Simplicity Wealth#1091 · 5,711 sh | 5,711 | $1.3M | — | +5.9% |
| 1092 | CreativeOne Wealth#1092 · 5,711 sh | 5,711 | $1.3M | 0.03% | +2.3% |
| 1093 | SouthState Bank#1093 · 5,699 sh | 5,699 | $1.3M | 0.05% | -0.4% |
| 1094 | MTM Investment Management#1094 · 5,693 sh | 5,693 | $1.3M | 0.36% | 0.0% |
| 1095 | Focus Financial Network#1095 · 5,690 sh | 5,690 | $1.3M | — | +0.2% |
| 1096 | Schonfeld Strategic Advisors#1096 · 5,672 sh | 5,672 | $1.3M | <0.01% | New |
| 1097 | NATIONS FINANCIAL GROUP , /IA#1097 · 5,669 sh | 5,669 | $1.3M | 0.06% | -7.8% |
| 1098 | OKABENA INVESTMENT SERVICES#1098 · 5,663 sh | 5,663 | $1.3M | 0.23% | -0.1% |
| 1099 | ABLES, IANNONE, MOORE & ASSOCIATES#1099 · 5,655 sh | 5,655 | $1.3M | — | -1.4% |
| 1100 | Sava Infond d.o.o.#1100 · 5,640 sh | 5,640 | $1.3M | 0.09% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.