WASTE MANAGEMENT INC (WM) — Institutional Holders, Q2 2026 (page 18)
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 1,701 to 1,800. 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 1,701–1,800 of 2,384
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1701 | Bullock Wealth Management Group#1701 · 1,617 sh | 1,617 | $362.3K | — | +86.7% |
| 1702 | BANNERMAN WEALTH MANAGEMENT GROUP#1702 · 1,625 sh | 1,625 | $362.2K | — | -1.3% |
| 1703 | Marin Bay Wealth Advisors#1703 · 1,623 sh | 1,623 | $361.8K | 0.19% | -43.1% |
| 1704 | CITY NATIONAL BANK OF FLORIDA#1704 · 1,622 sh | 1,622 | $361.5K | 0.15% | New |
| 1705 | Corient IA#1705 · 1,620 sh | 1,620 | $361.1K | 0.33% | 0.0% |
| 1706 | SPWM Advisors#1706 · 1,509 sh | 1,509 | $361.1K | 0.33% | +0.1% |
| 1707 | BlackDiamond Wealth Management#1707 · 1,592 sh | 1,592 | $360.7K | 0.14% | +4.7% |
| 1708 | Zhang Financial#1708 · 1,614 sh | 1,614 | $359.8K | 0.01% | +12.1% |
| 1709 | BIP Wealth#1709 · 1,612 sh | 1,612 | $359.3K | — | +21.6% |
| 1710 | Stockman Wealth Management#1710 · 1,610 sh | 1,610 | $358.8K | 0.04% | -0.9% |
| 1711 | ALLEN WEALTH MANAGEMENT#1711 · 1,609 sh | 1,609 | $358.6K | 0.17% | 0.0% |
| 1712 | CARRET ASSET MANAGEMENT#1712 · 1,607 sh | 1,607 | $358.3K | 0.03% | 0.0% |
| 1713 | Quantum Financial Advisors#1713 · 1,604 sh | 1,604 | $357.4K | 0.04% | -11.3% |
| 1714 | CM WEALTH ADVISORS#1714 · 1,602 sh | 1,602 | $357.1K | 0.06% | -16.6% |
| 1715 | Kera Capital Partners#1715 · 1,602 sh | 1,602 | $357.1K | 0.03% | +8.9% |
| 1716 | Arvest Bank Division#1716 · 1,598 sh | 1,598 | $356.2K | 0.02% | -0.7% |
| 1717 | SBE DBA CEDAR COVE WEALTH PARTNERS#1717 · 1,596 sh | 1,596 | $355.6K | — | -0.4% |
| 1718 | 1900 WEALTH MANAGEMENT#1718 · 1,593 sh | 1,593 | $355.0K | — | New |
| 1719 | CALTON & ASSOCIATES#1719 · 1,592 sh | 1,592 | $354.9K | 0.05% | -8.2% |
| 1720 | Cheviot Value Management#1720 · 1,592 sh | 1,592 | $354.8K | 0.04% | 0.0% |
| 1721 | Defiance ETFs#1721 · 1,583 sh | 1,583 | $354.7K | <0.01% | +17.9% |
| 1722 | Advisory Resource Group#1722 · 1,591 sh | 1,591 | $354.5K | — | +0.1% |
| 1723 | TILIA FIDUCIARY PARTNERS#1723 · 1,580 sh | 1,580 | $352.1K | — | -2.9% |
| 1724 | Westmount Partners#1724 · 1,574 sh | 1,574 | $350.9K | 0.08% | +7.1% |
| 1725 | AIA Group Ltd#1725 · 1,574 sh | 1,574 | $350.8K | <0.01% | 0.0% |
| 1726 | OARSMAN CAPITAL#1726 · 1,574 sh | 1,574 | $350.8K | 0.04% | +5.7% |
| 1727 | Moss Adams Wealth Advisors#1727 · 1,573 sh | 1,573 | $350.6K | 0.02% | -3.6% |
| 1728 | Bravera Wealth#1728 · 1,572 sh | 1,572 | $350.4K | 0.13% | -1.4% |
| 1729 | STAR Financial Bank#1729 · 1,567 sh | 1,567 | $349.3K | 0.14% | -7.3% |
| 1730 | Total Clarity Wealth Management#1730 · 1,565 sh | 1,565 | $348.7K | — | +0.5% |
| 1731 | SILVERLAKE WEALTH MANAGEMENT#1731 · 1,564 sh | 1,564 | $348.5K | — | -10.6% |
| 1732 | IFG Advisory#1732 · 1,563 sh | 1,563 | $348.4K | 0.01% | New |
| 1733 | FLC Capital Advisors#1733 · 1,557 sh | 1,557 | $347.0K | 0.06% | +16.9% |
| 1734 | Sunflower Bank, N.A.#1734 · 1,557 sh | 1,557 | $347.0K | 0.08% | -0.4% |
| 1735 | BEACON INVESTMENT ADVISORS#1735 · 1,555 sh | 1,555 | $346.7K | 0.11% | +0.1% |
| 1736 | Dunhill Financial#1736 · 1,553 sh | 1,553 | $346.3K | 0.07% | -0.1% |
| 1737 | Heritage Wealth Advisors#1737 · 1,553 sh | 1,553 | $346.1K | 0.01% | -13.2% |
| 1738 | Allen Mooney & Barnes Investment Advisors#1738 · 1,552 sh | 1,552 | $345.8K | — | +0.2% |
| 1739 | Tennessee Valley Asset Management Partners#1739 · 1,551 sh | 1,551 | $345.7K | 0.04% | -1.3% |
| 1740 | Alphadyne Asset Management#1740 · 1,550 sh | 1,550 | $345.5K | <0.01% | New |
| 1741 | Capital Advisors Wealth Management#1741 · 1,549 sh | 1,549 | $345.3K | — | +1.9% |
| 1742 | LMG Wealth Partners#1742 · 1,549 sh | 1,549 | $345.2K | 0.06% | -0.1% |
| 1743 | Pinnacle West Asset Management#1743 · 1,550 sh | 1,550 | $345.0K | 0.24% | 0.0% |
| 1744 | Cornerstone Wealth Group#1744 · 1,548 sh | 1,548 | $345.0K | 0.02% | +6.1% |
| 1745 | JFS WEALTH ADVISORS#1745 · 1,548 sh | 1,548 | $345.0K | 0.02% | -4.0% |
| 1746 | Soltis Investment Advisors#1746 · 1,540 sh | 1,540 | $343.3K | 0.02% | +2.9% |
| 1747 | Balboa Wealth Partners#1747 · 1,537 sh | 1,537 | $342.5K | — | -0.6% |
| 1748 | Twin Tree Management#1748 · 1,535 sh | 1,535 | $342.1K | <0.01% | New |
| 1749 | StoneX Group#1749 · 1,526 sh | 1,526 | $340.0K | 0.01% | -15.8% |
| 1750 | TFR Capital#1750 · 1,521 sh | 1,521 | $339.0K | 0.10% | +16.2% |
| 1751 | Kovitz Investment Group Partners#1751 · 1,517 sh | 1,517 | $338.3K | <0.01% | -2.8% |
| 1752 | ARS Wealth Advisors Group#1752 · 1,517 sh | 1,517 | $338.0K | — | +0.1% |
| 1753 | CAHILL FINANCIAL ADVISORS#1753 · 1,516 sh | 1,516 | $337.8K | 0.03% | +0.3% |
| 1754 | KPP Advisory Services#1754 · 1,513 sh | 1,513 | $337.2K | — | -37.7% |
| 1755 | PFG Advisors#1755 · 1,511 sh | 1,511 | $336.8K | — | +8.3% |
| 1756 | D.B. Root & Company#1756 · 1,511 sh | 1,511 | $336.8K | 0.07% | +4.9% |
| 1757 | Clear Trail Advisors#1757 · 1,511 sh | 1,511 | $336.8K | — | +0.7% |
| 1758 | D'Orazio & Associates#1758 · 1,506 sh | 1,506 | $335.7K | 0.04% | -4.2% |
| 1759 | Global Financial Private Client#1759 · 1,504 sh | 1,504 | $335.2K | — | -1.7% |
| 1760 | Dogwood Wealth Management#1760 · 1,503 sh | 1,503 | $335.0K | 0.13% | -8.0% |
| 1761 | Kellett Wealth Advisors#1761 · 1,502 sh | 1,502 | $334.8K | — | +49.9% |
| 1762 | NORTHWEST WEALTH MANAGEMENT#1762 · 1,501 sh | 1,501 | $334.5K | 0.04% | -0.9% |
| 1763 | ABS Investment Management#1763 · 223 sh | 223 | $334.3K | 0.21% | — |
| 1764 | ABS Direct Equity Fund#1764 · 223 sh | 223 | $334.3K | 0.21% | -85.1% |
| 1765 | Praxis Capital Management#1765 · 1,500 sh | 1,500 | $334.3K | — | -56.6% |
| 1766 | Bolthouse Investments#1766 · 1,496 sh | 1,496 | $333.4K | 0.27% | 0.0% |
| 1767 | ROCKLAND#1767 · 1,493 sh | 1,493 | $332.8K | — | +3.4% |
| 1768 | Grove Street Fiduciary#1768 · 1,489 sh | 1,489 | $331.9K | — | 0.0% |
| 1769 | KWB Wealth#1769 · 1,482 sh | 1,482 | $330.3K | — | -16.9% |
| 1770 | AUXIER ASSET MANAGEMENT#1770 · 1,480 sh | 1,480 | $329.9K | 0.04% | 0.0% |
| 1771 | AlTi Global#1771 · 1,479 sh | 1,479 | $329.7K | <0.01% | New |
| 1772 | Alta Advisers Ltd#1772 · 1,478 sh | 1,478 | $329.4K | 0.07% | 0.0% |
| 1773 | GRANDFIELD & DODD#1773 · 1,475 sh | 1,475 | $328.7K | 0.02% | 0.0% |
| 1774 | Argyle Capital Partners#1774 · 1,463 sh | 1,463 | $326.1K | — | 0.0% |
| 1775 | UP STRATEGIC WEALTH INVESTMENT ADVISORS#1775 · 1,449 sh | 1,449 | $325.0K | 0.19% | +27.2% |
| 1776 | Fortune Financial Advisors#1776 · 1,456 sh | 1,456 | $324.5K | 0.14% | 0.0% |
| 1777 | Legacy Advisors#1777 · 1,451 sh | 1,451 | $323.4K | — | -22.7% |
| 1778 | Colonial River Wealth Management#1778 · 1,451 sh | 1,451 | $323.4K | — | +12.5% |
| 1779 | DECISION INVESTMENTS#1779 · 1,450 sh | 1,450 | $323.2K | — | 0.0% |
| 1780 | FIRST HAWAIIAN BANK#1780 · 1,450 sh | 1,450 | $323.2K | — | 0.0% |
| 1781 | Strategic Financial Services#1781 · 1,446 sh | 1,446 | $322.3K | 0.01% | -0.9% |
| 1782 | Bluesphere Advisors#1782 · 1,444 sh | 1,444 | $321.8K | — | -2.7% |
| 1783 | BankPlus Wealth Management#1783 · 1,444 sh | 1,444 | $321.8K | — | +5.4% |
| 1784 | Phillips Wealth Planners#1784 · 1,355 sh | 1,355 | $321.4K | 0.24% | +0.4% |
| 1785 | Blossom Wealth Management#1785 · 1,442 sh | 1,442 | $321.4K | 0.45% | 0.0% |
| 1786 | Linscomb Wealth#1786 · 1,431 sh | 1,431 | $318.9K | 0.01% | -6.5% |
| 1787 | Powell Investment Advisors#1787 · 1,427 sh | 1,427 | $318.1K | — | 0.0% |
| 1788 | Sound Capital Solutions#1788 · 1,423 sh | 1,423 | $317.2K | 0.07% | — |
| 1789 | Harbour & Investment Management#1789 · 1,420 sh | 1,420 | $316.5K | 0.03% | 0.0% |
| 1790 | Compton Wealth Advisory Group#1790 · 1,412 sh | 1,412 | $316.5K | — | -24.2% |
| 1791 | TFC Financial Management#1791 · 1,414 sh | 1,414 | $315.2K | — | +0.4% |
| 1792 | Financial Solutions Advisory Group#1792 · 1,360 sh | 1,360 | $315.1K | 0.04% | 0.0% |
| 1793 | Cadia Private Client#1793 · 1,413 sh | 1,413 | $315.0K | 0.23% | +0.4% |
| 1794 | Silver Coast Investments#1794 · 1,412 sh | 1,412 | $314.7K | 0.09% | +0.9% |
| 1795 | Carnegie Lake Advisors#1795 · 1,412 sh | 1,412 | $314.7K | 0.12% | 0.0% |
| 1796 | Gerber Kawasaki Wealth & Investment Management#1796 · 1,406 sh | 1,406 | $313.5K | <0.01% | -22.9% |
| 1797 | Summit Asset Management#1797 · 1,406 sh | 1,406 | $313.4K | 0.04% | 0.0% |
| 1798 | Bangor Savings Bank#1798 · 1,406 sh | 1,406 | $313.4K | — | -1.0% |
| 1799 | Maloon Powers Pitre Higgins & Dennehy#1799 · 1,404 sh | 1,404 | $312.9K | 0.11% | — |
| 1800 | Leelyn Smith#1800 · 1,404 sh | 1,404 | $312.9K | 0.04% | -15.1% |
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.