WASTE MANAGEMENT INC (WM) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 2,384
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | W.G. Shaheen & Associates DBA Whitney#1401 · 2,726 sh | 2,726 | $607.6K | 0.04% | 0.0% |
| 1402 | GREATMARK INVESTMENT PARTNERS#1402 · 2,725 sh | 2,725 | $607.3K | 0.07% | 0.0% |
| 1403 | WESTPAC BANKING#1403 · 2,720 sh | 2,720 | $606.2K | 0.04% | 0.0% |
| 1404 | Bank OZK#1404 · 2,719 sh | 2,719 | $606.0K | 0.18% | -29.4% |
| 1405 | SBI Securities , Ltd.#1405 · 2,699 sh | 2,699 | $601.6K | — | +10.5% |
| 1406 | Cyndeo Wealth Partners#1406 · 2,696 sh | 2,696 | $600.8K | — | -2.3% |
| 1407 | Eldridge Investment Advisors#1407 · 2,687 sh | 2,687 | $598.9K | 0.12% | 0.0% |
| 1408 | S-Bank Fund Management Ltd#1408 · 2,680 sh | 2,680 | $597.3K | 0.08% | New |
| 1409 | AM INVESTMENT STRATEGIES#1409 · 2,669 sh | 2,669 | $595.0K | 0.11% | +6.4% |
| 1410 | Intrua Financial#1410 · 2,669 sh | 2,669 | $594.9K | 0.05% | -11.0% |
| 1411 | CVA Family Office#1411 · 2,665 sh | 2,665 | $594.0K | 0.05% | +3.7% |
| 1412 | Weinberger Asset Management#1412 · 2,620 sh | 2,620 | $593.6K | 0.19% | +0.1% |
| 1413 | TICINO WEALTH#1413 · 2,651 sh | 2,651 | $590.9K | — | +99.5% |
| 1414 | Gs Investments#1414 · 2,650 sh | 2,650 | $590.6K | 0.43% | 0.0% |
| 1415 | Naviter Wealth#1415 · 2,642 sh | 2,642 | $588.8K | 0.05% | +6.7% |
| 1416 | ADELL HARRIMAN & CARPENTER#1416 · 2,636 sh | 2,636 | $587.5K | 0.03% | -7.1% |
| 1417 | KFG WEALTH MANAGEMENT#1417 · 2,633 sh | 2,633 | $586.9K | — | -4.1% |
| 1418 | GeoWealth Management#1418 · 2,623 sh | 2,623 | $584.6K | 0.02% | -5.1% |
| 1419 | Cascades Capital Asset Management#1419 · 2,622 sh | 2,622 | $584.4K | 0.22% | +0.5% |
| 1420 | Dana Investment Advisors#1420 · 2,621 sh | 2,621 | $584.2K | 0.02% | +153.5% |
| 1421 | Bison Wealth#1421 · 2,545 sh | 2,545 | $582.9K | — | +2.3% |
| 1422 | Integrity Advisory Solutions#1422 · 2,607 sh | 2,607 | $581.2K | 0.06% | +132.6% |
| 1423 | TI#1423 · 2,603 sh | 2,603 | $580.2K | — | 0.0% |
| 1424 | Merrion Investment Management#1424 · 2,600 sh | 2,600 | $579.5K | — | +23.8% |
| 1425 | Grove Bank#1425 · 2,596 sh | 2,596 | $578.6K | — | +31.4% |
| 1426 | CENTRAL VALLEY ADVISORS#1426 · 2,593 sh | 2,593 | $577.9K | 0.15% | 0.0% |
| 1427 | Howard Capital Management#1427 · 2,579 sh | 2,579 | $574.8K | — | +88.9% |
| 1428 | PDS Planning#1428 · 2,575 sh | 2,575 | $573.9K | 0.03% | +14.3% |
| 1429 | Meridian Financial Advisors#1429 · 2,571 sh | 2,571 | $573.0K | — | 0.0% |
| 1430 | Marshall & Sterling Wealth Advisors#1430 · 2,567 sh | 2,567 | $572.1K | 0.34% | +15.1% |
| 1431 | Elevate Capital Advisors#1431 · 2,537 sh | 2,537 | $565.5K | 0.31% | New |
| 1432 | Ring Mountain Capital#1432 · 2,536 sh | 2,536 | $565.2K | — | 0.0% |
| 1433 | APPLETON PARTNERS#1433 · 2,528 sh | 2,528 | $563.0K | 0.03% | 0.0% |
| 1434 | CATALYST FINANCIAL PARTNERS#1434 · 2,525 sh | 2,525 | $562.8K | 0.06% | +9.3% |
| 1435 | Keel Point#1435 · 2,521 sh | 2,521 | $562.0K | 0.03% | -5.9% |
| 1436 | Duncan Williams Asset Management#1436 · 2,520 sh | 2,520 | $561.7K | 0.13% | 0.0% |
| 1437 | CAMBIENT FAMILY OFFICE#1437 · 2,518 sh | 2,518 | $561.2K | 0.07% | -9.0% |
| 1438 | Cassaday & Wealth Management#1438 · 2,517 sh | 2,517 | $561.0K | 0.01% | -0.7% |
| 1439 | 71 West Capital Partners#1439 · 2,514 sh | 2,514 | $560.3K | 0.02% | +74.5% |
| 1440 | Accurate Wealth Management#1440 · 2,401 sh | 2,401 | $560.2K | — | -2.1% |
| 1441 | KLCM Advisors#1441 · 2,510 sh | 2,510 | $559.5K | 0.04% | +3.0% |
| 1442 | HARRELL INVESTMENT PARTNERS#1442 · 2,509 sh | 2,509 | $559.2K | — | 0.0% |
| 1443 | New Age Alpha Advisors#1443 · 2,508 sh | 2,508 | $559.0K | 0.02% | -13.2% |
| 1444 | RD Lewis#1444 · 2,438 sh | 2,438 | $557.7K | 0.41% | -2.6% |
| 1445 | PARTHENON#1445 · 2,500 sh | 2,500 | $557.2K | — | -1.5% |
| 1446 | PARTNERS CAPITAL INVESTMENT GROUP, LLP#1446 · 2,487 sh | 2,487 | $554.4K | 0.02% | +103.2% |
| 1447 | HARBOR INVESTMENT ADVISORY#1447 · 2,487 sh | 2,487 | $554.3K | — | -21.1% |
| 1448 | M.E. ALLISON#1448 · 2,478 sh | 2,478 | $552.3K | — | 0.0% |
| 1449 | CAHABA WEALTH MANAGEMENT#1449 · 2,473 sh | 2,473 | $551.3K | — | -0.2% |
| 1450 | Nilsine Partners#1450 · 2,468 sh | 2,468 | $550.1K | 0.04% | +2.9% |
| 1451 | Amplius Wealth Advisors#1451 · 2,467 sh | 2,467 | $549.8K | — | +51.8% |
| 1452 | Fieldview Capital Management#1452 · 2,458 sh | 2,458 | $547.8K | 0.16% | New |
| 1453 | CLUNE & ASSOCIATES, LTD.#1453 · 2,458 sh | 2,458 | $547.8K | — | 0.0% |
| 1454 | Legacy Capital Group California#1454 · 2,456 sh | 2,456 | $547.4K | 0.17% | -2.8% |
| 1455 | SMITH CHAS P & ASSOCIATES PA CPAS#1455 · 2,454 sh | 2,454 | $546.9K | — | -8.6% |
| 1456 | Per Stirling Capital Management#1456 · 2,453 sh | 2,453 | $546.8K | 0.05% | +0.1% |
| 1457 | Centurion Wealth Management#1457 · 2,443 sh | 2,443 | $544.5K | — | -2.2% |
| 1458 | Point#1458 · 2,435 sh | 2,435 | $542.7K | 0.05% | -0.7% |
| 1459 | SL ADVISORS#1459 · 2,435 sh | 2,435 | $542.7K | — | -12.9% |
| 1460 | Excelsior Advisor Network#1460 · 2,430 sh | 2,430 | $541.7K | 0.07% | New |
| 1461 | Signature Equity Partners#1461 · 2,429 sh | 2,429 | $541.3K | 0.25% | +107.8% |
| 1462 | Stablepoint Partners#1462 · 2,422 sh | 2,422 | $539.8K | 0.07% | +1.0% |
| 1463 | AdvisorNet Financial#1463 · 2,417 sh | 2,417 | $538.7K | — | -2.0% |
| 1464 | COMPASS CAPITAL /MA#1464 · 2,362 sh | 2,362 | $538.5K | 0.18% | +0.4% |
| 1465 | MBA Advisors#1465 · 2,411 sh | 2,411 | $537.4K | 0.18% | +27.9% |
| 1466 | Fiduciary Wealth Partners#1466 · 2,409 sh | 2,409 | $536.8K | 0.30% | +0.2% |
| 1467 | MQS Management#1467 · 2,405 sh | 2,405 | $536.0K | 0.65% | New |
| 1468 | Mendel Money Management#1468 · 2,402 sh | 2,402 | $535.4K | 0.20% | -11.9% |
| 1469 | River Street Advisors#1469 · 2,394 sh | 2,394 | $533.6K | — | -0.5% |
| 1470 | WALTER & KEENAN WEALTH MANAGEMENT /IN#1470 · 2,391 sh | 2,391 | $533.0K | 0.13% | -0.7% |
| 1471 | Belleair Asset Management#1471 · 2,391 sh | 2,391 | $532.9K | 0.45% | 0.0% |
| 1472 | Formidable Asset Management#1472 · 2,317 sh | 2,317 | $532.4K | 0.08% | 0.0% |
| 1473 | Csenge Advisory Group#1473 · 2,382 sh | 2,382 | $530.9K | 0.02% | +5.4% |
| 1474 | JEPPSON WEALTH MANAGEMENT#1474 · 2,372 sh | 2,372 | $528.7K | — | +26.6% |
| 1475 | Supplemental Annuity Collective of NJ#1475 · 2,370 sh | 2,370 | $528.2K | 0.14% | -5.6% |
| 1476 | Hudock#1476 · 2,355 sh | 2,355 | $524.9K | — | +0.1% |
| 1477 | Stonebridge Capital Advisors#1477 · 2,351 sh | 2,351 | $524.0K | 0.03% | +46.8% |
| 1478 | ATWOOD & PALMER#1478 · 2,350 sh | 2,350 | $523.8K | — | -15.3% |
| 1479 | Wealth Dimensions Group, Ltd.#1479 · 2,345 sh | 2,345 | $522.6K | 0.09% | +0.5% |
| 1480 | Versant Capital Management#1480 · 2,338 sh | 2,338 | $521.1K | — | -25.9% |
| 1481 | Cypress Wealth Services#1481 · 2,336 sh | 2,336 | $520.7K | — | +3.4% |
| 1482 | Resurgent Financial Advisors#1482 · 2,336 sh | 2,336 | $520.6K | 0.14% | +17.0% |
| 1483 | Gallacher Capital Management#1483 · 2,333 sh | 2,333 | $520.0K | 0.29% | New |
| 1484 | COURIER CAPITAL#1484 · 2,332 sh | 2,332 | $519.8K | — | +14.1% |
| 1485 | OLD SECOND NATIONAL BANK OF AURORA#1485 · 2,328 sh | 2,328 | $518.9K | — | -4.3% |
| 1486 | TRB Wealth Management#1486 · 2,319 sh | 2,319 | $516.9K | 0.07% | +31.1% |
| 1487 | CAPE ANN SAVINGS BANK#1487 · 2,315 sh | 2,315 | $516.0K | 0.24% | -3.6% |
| 1488 | Cypress Capital Group#1488 · 2,304 sh | 2,304 | $513.5K | 0.05% | 0.0% |
| 1489 | PERSONAL CFO SOLUTIONS#1489 · 2,304 sh | 2,304 | $513.4K | 0.07% | +15.7% |
| 1490 | L2 Asset Management#1490 · 2,293 sh | 2,293 | $511.1K | 0.05% | +5.8% |
| 1491 | Tributary Capital Management#1491 · 2,290 sh | 2,290 | $510.4K | 0.04% | 0.0% |
| 1492 | Azimuth Capital Investment Management#1492 · 2,290 sh | 2,290 | $510.4K | 0.02% | 0.0% |
| 1493 | Successful Portfolios#1493 · 2,197 sh | 2,197 | $510.1K | — | -3.3% |
| 1494 | Buska Wealth Management#1494 · 2,279 sh | 2,279 | $507.8K | — | +0.8% |
| 1495 | NORTH DALLAS BANK#1495 · 2,276 sh | 2,276 | $507.3K | 0.30% | -0.9% |
| 1496 | SANDERS MORRIS HARRIS#1496 · 2,271 sh | 2,271 | $506.2K | — | -10.7% |
| 1497 | Wellington Shields Capital Management#1497 · 2,270 sh | 2,270 | $505.9K | 0.06% | 0.0% |
| 1498 | Princeton Global Asset Management#1498 · 2,267 sh | 2,267 | $505.3K | — | 0.0% |
| 1499 | New Hampshire#1499 · 2,266 sh | 2,266 | $505.0K | — | +66.3% |
| 1500 | Maia Wealth#1500 · 2,263 sh | 2,263 | $504.3K | — | +1.7% |
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.