WASTE MANAGEMENT INC (WM) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 2,384
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | Trium Capital LLP#1301 · 3,500 sh | 3,500 | $780.1K | — | -58.2% |
| 1302 | Morton Capital Management#1302 · 3,493 sh | 3,493 | $778.5K | — | 0.0% |
| 1303 | MONECO Advisors#1303 · 3,492 sh | 3,492 | $778.3K | 0.05% | -13.7% |
| 1304 | Bond & Devick Financial Network#1304 · 3,465 sh | 3,465 | $772.3K | — | 0.0% |
| 1305 | RFG - Bristol Wealth Advisors#1305 · 3,451 sh | 3,451 | $769.1K | — | -1.7% |
| 1306 | Modern Wealth Management#1306 · 3,440 sh | 3,440 | $766.7K | <0.01% | +3.1% |
| 1307 | Asset Planning#1307 · 3,419 sh | 3,419 | $762.1K | — | +0.4% |
| 1308 | BOK Financial Private Wealth#1308 · 3,417 sh | 3,417 | $761.6K | 0.04% | +0.1% |
| 1309 | GREAT LAKES ADVISORS#1309 · 3,413 sh | 3,413 | $760.7K | <0.01% | +1.5% |
| 1310 | Ipsen Advisor Group#1310 · 3,412 sh | 3,412 | $760.6K | 0.49% | -1.7% |
| 1311 | TIAA Wealth Investment Management#1311 · 3,395 sh | 3,395 | $756.8K | <0.01% | +27.2% |
| 1312 | Bill Few Associates#1312 · 3,386 sh | 3,386 | $754.7K | — | -3.0% |
| 1313 | Pine Valley Investments Ltd Liability#1313 · 3,386 sh | 3,386 | $754.7K | 0.03% | -0.2% |
| 1314 | VERUS CAPITAL PARTNERS#1314 · 3,379 sh | 3,379 | $753.2K | 0.04% | -0.8% |
| 1315 | LYNCH & ASSOCIATES#1315 · 3,370 sh | 3,370 | $751.1K | — | +4.7% |
| 1316 | Avantax Planning Partners#1316 · 3,369 sh | 3,369 | $751.0K | 0.02% | -0.4% |
| 1317 | V-Square Quantitative Management#1317 · 3,347 sh | 3,347 | $746.0K | — | +1.2% |
| 1318 | Goelzer Investment Management#1318 · 3,321 sh | 3,321 | $740.2K | — | 0.0% |
| 1319 | Mechanics Financial#1319 · 3,318 sh | 3,318 | $739.5K | 0.26% | +4.8% |
| 1320 | PCM Encore#1320 · 3,311 sh | 3,311 | $737.9K | 0.13% | +0.3% |
| 1321 | Olde Wealth Management#1321 · 3,283 sh | 3,283 | $731.0K | 0.21% | -3.3% |
| 1322 | NCM Capital Management#1322 · 3,276 sh | 3,276 | $730.2K | 0.23% | 0.0% |
| 1323 | Bridgewater Advisors#1323 · 3,328 sh | 3,328 | $729.5K | 0.04% | +1.6% |
| 1324 | Kintegral Advisory#1324 · 3,266 sh | 3,266 | $727.9K | — | 0.0% |
| 1325 | Alpha Zero#1325 · 3,002 sh | 3,002 | $727.3K | 0.28% | +82.8% |
| 1326 | Private Wealth Asset Management#1326 · 3,263 sh | 3,263 | $727.3K | 0.07% | +57.9% |
| 1327 | BRASADA CAPITAL MANAGEMENT#1327 · 0 sh | 0 | $727.0K | 0.13% | -100.0% |
| 1328 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#1328 · 3,261 sh | 3,261 | $726.8K | 0.04% | -5.7% |
| 1329 | COZAD ASSET MANAGEMENT#1329 · 3,253 sh | 3,253 | $725.0K | 0.05% | 0.0% |
| 1330 | D. E. Shaw#1330 · 3,241 sh | 3,241 | $722.4K | <0.01% | -85.3% |
| 1331 | MITCHELL MCLEOD PUGH & WILLIAMS#1331 · 3,218 sh | 3,218 | $717.2K | 0.09% | 0.0% |
| 1332 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT#1332 · 3,208 sh | 3,208 | $714.9K | — | +42.5% |
| 1333 | SPINNAKER#1333 · 3,206 sh | 3,206 | $714.6K | 0.03% | 0.0% |
| 1334 | Beaumont Financial Advisors#1334 · 3,205 sh | 3,205 | $714.3K | — | +1.6% |
| 1335 | Knuff#1335 · 3,200 sh | 3,200 | $713.2K | 0.18% | -35.0% |
| 1336 | Marble Wealth#1336 · 3,192 sh | 3,192 | $711.4K | 0.11% | -1.6% |
| 1337 | Smithfield#1337 · 3,184 sh | 3,184 | $711.0K | 0.03% | 0.0% |
| 1338 | OXFORD FINANCIAL GROUP, LTD.#1338 · 3,184 sh | 3,184 | $709.7K | 0.04% | -8.2% |
| 1339 | Glenview#1339 · 3,078 sh | 3,078 | $707.3K | 0.01% | 0.0% |
| 1340 | Falcon Wealth Planning#1340 · 3,167 sh | 3,167 | $705.9K | 0.04% | +2.5% |
| 1341 | Legacy Wealth Asset Management#1341 · 3,166 sh | 3,166 | $705.7K | — | 0.0% |
| 1342 | Valtrion Capital Management#1342 · 3,161 sh | 3,161 | $704.5K | 0.52% | +1.9% |
| 1343 | ROMAN BUTLER FULLERTON#1343 · 2,973 sh | 2,973 | $703.8K | 0.17% | +0.2% |
| 1344 | TOWNSQUARE CAPITAL#1344 · 3,155 sh | 3,155 | $703.3K | 0.13% | +28.7% |
| 1345 | Silphium Asset Management Ltd#1345 · 3,154 sh | 3,154 | $703.0K | 0.24% | +10.5% |
| 1346 | Y.D. More Investments Ltd#1346 · 17,733 sh | 17,733 | $701.9K | 0.02% | +4.2% |
| 1347 | Richwood Investment Advisors#1347 · 3,135 sh | 3,135 | $698.7K | 0.49% | -2.0% |
| 1348 | OPAL CAPITAL#1348 · 3,131 sh | 3,131 | $697.8K | 0.12% | +21.1% |
| 1349 | Lewis Asset Management#1349 · 3,123 sh | 3,123 | $696.2K | — | 0.0% |
| 1350 | Lester Murray Antman dba SimplyRich#1350 · 3,121 sh | 3,121 | $695.0K | 0.16% | -0.5% |
| 1351 | Murphy & Mullick Capital Management#1351 · 3,113 sh | 3,113 | $693.8K | 0.43% | 0.0% |
| 1352 | BOOTHBAY FUND MANAGEMENT#1352 · 3,109 sh | 3,109 | $692.9K | <0.01% | +21.7% |
| 1353 | GUARDIAN WEALTH ADVISORS, / NC#1353 · 3,091 sh | 3,091 | $688.9K | 0.04% | -1.4% |
| 1354 | BOSTON RESEARCH & MANAGEMENT#1354 · 3,090 sh | 3,090 | $688.7K | 0.15% | 0.0% |
| 1355 | Douglas Lane & Associates#1355 · 3,082 sh | 3,082 | $687.0K | — | +16.0% |
| 1356 | Badgley Phelps Wealth Managers#1356 · 3,082 sh | 3,082 | $687.0K | — | -1.2% |
| 1357 | Busey Wealth Management#1357 · 3,078 sh | 3,078 | $686.0K | — | -0.8% |
| 1358 | GSA CAPITAL PARTNERS LLP#1358 · 3,076 sh | 3,076 | $686.0K | 0.04% | New |
| 1359 | Shoker Investment Counsel#1359 · 3,076 sh | 3,076 | $685.6K | 0.17% | +0.1% |
| 1360 | Shepherd Financial Partners#1360 · 3,071 sh | 3,071 | $684.5K | 0.06% | -1.6% |
| 1361 | FIRST FOUNDATION ADVISORS#1361 · 3,064 sh | 3,064 | $682.9K | 0.02% | +0.2% |
| 1362 | Trust Co#1362 · 3,051 sh | 3,051 | $680.0K | — | -7.1% |
| 1363 | Stony Point Wealth Management#1363 · 3,044 sh | 3,044 | $678.5K | 0.24% | -0.3% |
| 1364 | Cambria Investment Management, L.P.#1364 · 3,044 sh | 3,044 | $678.4K | 0.03% | +49.0% |
| 1365 | GC Wealth Management RIA#1365 · 3,040 sh | 3,040 | $677.6K | 0.04% | +29.7% |
| 1366 | Oakworth Capital#1366 · 3,019 sh | 3,019 | $675.2K | — | -1.0% |
| 1367 | Montecito Bank#1367 · 3,011 sh | 3,011 | $671.1K | — | 0.0% |
| 1368 | Core Wealth Partners#1368 · 3,010 sh | 3,010 | $670.9K | 0.29% | 0.0% |
| 1369 | CARLSON FINANCIAL#1369 · 3,004 sh | 3,004 | $670.4K | 0.34% | +0.9% |
| 1370 | BAKER TILLY WEALTH MANAGEMENT#1370 · 3,006 sh | 3,006 | $670.0K | — | -6.0% |
| 1371 | ASHTON THOMAS SECURITIES#1371 · 3,005 sh | 3,005 | $668.4K | — | -0.7% |
| 1372 | SPIREPOINT PRIVATE CLIENT#1372 · 2,991 sh | 2,991 | $666.6K | 0.05% | +128.1% |
| 1373 | MEYER HANDELMAN#1373 · 2,973 sh | 2,973 | $662.7K | 0.02% | +7.1% |
| 1374 | Livforsakringsbolaget Skandia, Omsesidigt#1374 · 2,971 sh | 2,971 | $661.9K | — | 0.0% |
| 1375 | IEQ CAPITAL#1375 · 2,968 sh | 2,968 | $661.6K | <0.01% | -83.4% |
| 1376 | BDFS Capital#1376 · 2,963 sh | 2,963 | $660.4K | — | +4.0% |
| 1377 | Nelson, Van Denburg & Campbell Wealth Management Group#1377 · 2,950 sh | 2,950 | $657.5K | — | +9.8% |
| 1378 | Illumine Investment Management#1378 · 0 sh | 0 | $653.9K | — | -100.0% |
| 1379 | Tempo Wealth#1379 · 2,927 sh | 2,927 | $652.5K | — | +4.7% |
| 1380 | Cornerstone Advisory#1380 · 2,926 sh | 2,926 | $652.1K | 0.05% | -1.6% |
| 1381 | Private Capital Management#1381 · 2,925 sh | 2,925 | $651.9K | 0.06% | 0.0% |
| 1382 | ABN AMRO Bank N.V.#1382 · 2,918 sh | 2,918 | $651.7K | <0.01% | -13.4% |
| 1383 | COMPASS FINANCIAL MANAGEMENT#1383 · 2,897 sh | 2,897 | $650.8K | 0.08% | — |
| 1384 | CMG Global#1384 · 2,909 sh | 2,909 | $648.4K | — | 0.0% |
| 1385 | Forza Wealth Management#1385 · 2,902 sh | 2,902 | $646.8K | — | 0.0% |
| 1386 | Gibbs Wealth Management#1386 · 2,882 sh | 2,882 | $642.4K | — | +24.0% |
| 1387 | Optimize Financial#1387 · 2,846 sh | 2,846 | $634.3K | 0.11% | +99.4% |
| 1388 | Alliance Wealth Advisors#1388 · 2,825 sh | 2,825 | $629.6K | — | 0.0% |
| 1389 | McAdam#1389 · 2,822 sh | 2,822 | $628.9K | — | +50.3% |
| 1390 | Marble Harbor Investment Counsel#1390 · 2,816 sh | 2,816 | $627.6K | 0.06% | +2.5% |
| 1391 | Pinnacle Wealth Management Advisory Group#1391 · 2,814 sh | 2,814 | $627.2K | — | -2.7% |
| 1392 | Icon Wealth Advisors#1392 · 2,804 sh | 2,804 | $625.0K | 0.04% | +86.3% |
| 1393 | CERTUITY#1393 · 2,804 sh | 2,804 | $624.9K | 0.03% | -8.0% |
| 1394 | Vision Capital Management#1394 · 2,802 sh | 2,802 | $624.5K | — | 0.0% |
| 1395 | Connecticut Wealth Management#1395 · 2,790 sh | 2,790 | $621.9K | — | -0.7% |
| 1396 | Stratos Investment Management#1396 · 2,770 sh | 2,770 | $617.5K | 0.02% | -9.0% |
| 1397 | Alpine Global Management#1397 · 2,766 sh | 2,766 | $616.5K | 0.10% | New |
| 1398 | Axxion S.A.#1398 · 2,762 sh | 2,762 | $615.6K | — | — |
| 1399 | MASTER'S WEALTH MANAGEMENT#1399 · 2,750 sh | 2,750 | $612.8K | — | +1.4% |
| 1400 | Claro Advisors#1400 · 2,733 sh | 2,733 | $609.1K | 0.06% | +4.7% |
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.