WASTE MANAGEMENT INC (WM) — Institutional Holders, Q2 2026 (page 20)
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 1,901 to 2,000. 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 1,901–2,000 of 2,384
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1901 | MEANS INVESTMENT#1901 · 1,175 sh | 1,175 | $261.8K | 0.02% | +0.1% |
| 1902 | Golden State Wealth Management#1902 · 1,174 sh | 1,174 | $261.7K | 0.02% | +6.1% |
| 1903 | SAX WEALTH ADVISORS#1903 · 1,138 sh | 1,138 | $261.4K | — | +5.8% |
| 1904 | FIRST INTERSTATE BANK#1904 · 1,170 sh | 1,170 | $260.8K | — | -17.3% |
| 1905 | Everhart Financial Group#1905 · 1,169 sh | 1,169 | $260.5K | — | -1.7% |
| 1906 | 1776 Wealth#1906 · 1,166 sh | 1,166 | $259.9K | 0.09% | +0.1% |
| 1907 | Crewe Advisors#1907 · 1,165 sh | 1,165 | $259.7K | 0.02% | -7.5% |
| 1908 | Ruggiero Investments#1908 · 1,165 sh | 1,165 | $259.7K | 0.22% | New |
| 1909 | PGIM Custom Harvest#1909 · 1,164 sh | 1,164 | $259.3K | <0.01% | -4.7% |
| 1910 | MONTAG A & ASSOCIATES#1910 · 1,162 sh | 1,162 | $259.0K | 0.01% | +26.3% |
| 1911 | Manske Wealth Management#1911 · 1,157 sh | 1,157 | $257.9K | — | New |
| 1912 | Peak Retirement Planning#1912 · 1,155 sh | 1,155 | $257.3K | 0.04% | New |
| 1913 | Capital International Sarl#1913 · 1,154 sh | 1,154 | $257.2K | <0.01% | -8.9% |
| 1914 | WENDELL DAVID ASSOCIATES#1914 · 1,152 sh | 1,152 | $257.0K | 0.03% | 0.0% |
| 1915 | Clearwave Capital#1915 · 1,149 sh | 1,149 | $256.0K | 0.14% | New |
| 1916 | Henson-Edgewater Management#1916 · 1,125 sh | 1,125 | $254.6K | 0.13% | -15.1% |
| 1917 | ARGUS INVESTORS' COUNSEL#1917 · 1,141 sh | 1,141 | $254.3K | — | 0.0% |
| 1918 | E-Wealth Partners#1918 · 1,141 sh | 1,141 | $254.3K | 0.18% | -4.4% |
| 1919 | OmniStar Financial Group#1919 · 1,139 sh | 1,139 | $254.0K | — | -3.1% |
| 1920 | LVW Advisors#1920 · 1,139 sh | 1,139 | $253.8K | — | +19.1% |
| 1921 | SHIKIAR ASSET MANAGEMENT#1921 · 1,133 sh | 1,133 | $253.0K | — | -12.4% |
| 1922 | GRIMES & WEALTH MANAGEMENT#1922 · 1,135 sh | 1,135 | $253.0K | <0.01% | +3.7% |
| 1923 | Bluebird Wealth Management#1923 · 1,135 sh | 1,135 | $253.0K | 0.22% | 0.0% |
| 1924 | New Covenant Company, N.A.#1924 · 1,130 sh | 1,130 | $251.9K | — | +7.4% |
| 1925 | Eastover Investment Advisors#1925 · 1,124 sh | 1,124 | $250.5K | — | +21.5% |
| 1926 | GGM Financials#1926 · 1,124 sh | 1,124 | $250.4K | 0.10% | +66.0% |
| 1927 | A. D. Beadell Investment Counsel#1927 · 1,125 sh | 1,125 | $250.0K | — | 0.0% |
| 1928 | Pasadena Private Wealth#1928 · 1,118 sh | 1,118 | $249.2K | 0.03% | 0.0% |
| 1929 | EXCALIBUR MANAGEMENT#1929 · 1,115 sh | 1,115 | $248.5K | 0.08% | 0.0% |
| 1930 | Prasad Wealth Partners#1930 · 1,114 sh | 1,114 | $248.4K | 0.06% | -6.4% |
| 1931 | GDS Wealth Management#1931 · 1,114 sh | 1,114 | $248.3K | 0.01% | -5.1% |
| 1932 | Capital Asset Advisory Services#1932 · 1,113 sh | 1,113 | $248.1K | <0.01% | New |
| 1933 | HC Advisors#1933 · 1,112 sh | 1,112 | $247.8K | 0.15% | 0.0% |
| 1934 | EVERPAR ADVISORS#1934 · 1,108 sh | 1,108 | $247.0K | 0.07% | New |
| 1935 | FIRST NATIONAL BANK SIOUX FALLS#1935 · 1,100 sh | 1,100 | $246.5K | — | 0.0% |
| 1936 | BRIGHTON SECURITIES#1936 · 1,104 sh | 1,104 | $246.0K | — | -3.2% |
| 1937 | MAGNOLIA CAPITAL ADVISORS#1937 · 1,100 sh | 1,100 | $245.2K | 0.04% | New |
| 1938 | Midway Capital Research & Management#1938 · 1,100 sh | 1,100 | $245.2K | — | 0.0% |
| 1939 | S#1939 · 1,100 sh | 1,100 | $245.0K | 0.01% | 0.0% |
| 1940 | SGL Investment Advisors#1940 · 1,080 sh | 1,080 | $244.7K | 0.08% | -13.7% |
| 1941 | J. Derek Lewis & Associates#1941 · 1,097 sh | 1,097 | $244.6K | 0.05% | New |
| 1942 | Cannon Wealth Management Services#1942 · 1,096 sh | 1,096 | $244.3K | 0.13% | -1.1% |
| 1943 | Graves-Light Private Wealth Management#1943 · 1,095 sh | 1,095 | $244.0K | — | 0.0% |
| 1944 | Revolve Wealth Partners#1944 · 1,093 sh | 1,093 | $243.7K | — | -1.4% |
| 1945 | Berger Financial Group#1945 · 1,090 sh | 1,090 | $243.0K | 0.01% | -26.5% |
| 1946 | Impact Capital Partners#1946 · 1,090 sh | 1,090 | $242.9K | — | +8.5% |
| 1947 | James Hambro & Partners LLP#1947 · 1,090 sh | 1,090 | $242.8K | — | New |
| 1948 | Sargent Investment Group#1948 · 1,088 sh | 1,088 | $242.5K | 0.03% | -0.3% |
| 1949 | Wealth Management Associates#1949 · 1,088 sh | 1,088 | $242.5K | 0.07% | 0.0% |
| 1950 | Root Financial Partners#1950 · 1,086 sh | 1,086 | $242.1K | — | -10.8% |
| 1951 | Nadler Financial Group#1951 · 1,085 sh | 1,085 | $241.8K | — | 0.0% |
| 1952 | Acropolis Investment Management#1952 · 1,085 sh | 1,085 | $241.7K | — | +0.1% |
| 1953 | Trilogy Capital#1953 · 1,084 sh | 1,084 | $241.6K | — | -10.5% |
| 1954 | Highview Capital Management#1954 · 1,083 sh | 1,083 | $241.4K | 0.07% | New |
| 1955 | Hendershot Investments#1955 · 1,082 sh | 1,082 | $241.2K | 0.03% | 0.0% |
| 1956 | Stonebridge Financial Group#1956 · 1,082 sh | 1,082 | $241.2K | — | +0.6% |
| 1957 | Winch Advisory Services#1957 · 1,082 sh | 1,082 | $241.2K | 0.05% | +0.2% |
| 1958 | TCI Wealth Advisors#1958 · 1,080 sh | 1,080 | $240.7K | 0.01% | +2.6% |
| 1959 | Financial Insights#1959 · 1,080 sh | 1,080 | $240.7K | 0.06% | 0.0% |
| 1960 | Rossby Financial, LCC#1960 · 1,080 sh | 1,080 | $240.7K | 0.04% | -26.2% |
| 1961 | Vectors Research Management#1961 · 1,079 sh | 1,079 | $240.6K | 0.06% | 0.0% |
| 1962 | Ameliora Wealth Management Ltd.#1962 · 1,077 sh | 1,077 | $240.0K | — | -93.2% |
| 1963 | Elyxium Wealth#1963 · 1,075 sh | 1,075 | $239.6K | 0.03% | New |
| 1964 | Ironsides Asset Advisors#1964 · 1,074 sh | 1,074 | $239.4K | — | 0.0% |
| 1965 | Destiny Wealth Partners#1965 · 1,056 sh | 1,056 | $239.2K | 0.03% | -76.7% |
| 1966 | Resolute Advisors#1966 · 1,073 sh | 1,073 | $239.2K | 0.06% | -7.6% |
| 1967 | Ignite Planners#1967 · 1,071 sh | 1,071 | $238.7K | — | -4.2% |
| 1968 | BIRCH FINANCIAL GROUP#1968 · 1,069 sh | 1,069 | $238.3K | 0.12% | +2.5% |
| 1969 | Grant Street Asset Management#1969 · 1,069 sh | 1,069 | $238.3K | — | 0.0% |
| 1970 | Lumbard & Kellner#1970 · 1,067 sh | 1,067 | $237.8K | 0.07% | +12.3% |
| 1971 | Breakwater Capital Group#1971 · 1,061 sh | 1,061 | $236.5K | — | 0.0% |
| 1972 | GABLES CAPITAL MANAGEMENT#1972 · 1,055 sh | 1,055 | $235.1K | 0.08% | +30.2% |
| 1973 | MV CAPITAL MANAGEMENT#1973 · 1,052 sh | 1,052 | $234.5K | 0.02% | +0.4% |
| 1974 | Beaird Harris Wealth Management#1974 · 1,052 sh | 1,052 | $234.5K | 0.01% | 0.0% |
| 1975 | Wingate Wealth Advisors#1975 · 1,049 sh | 1,049 | $233.8K | — | -18.7% |
| 1976 | Millstone Evans Group#1976 · 1,049 sh | 1,049 | $233.8K | 0.13% | +1.0% |
| 1977 | WHALEROCK POINT PARTNERS#1977 · 1,048 sh | 1,048 | $233.6K | 0.04% | 0.0% |
| 1978 | Insight Advisors, / PA#1978 · 1,045 sh | 1,045 | $233.0K | — | -5.1% |
| 1979 | Silvant Capital Management#1979 · 1,044 sh | 1,044 | $232.7K | <0.01% | 0.0% |
| 1980 | TUCKER ASSET MANAGEMENT#1980 · 1,040 sh | 1,040 | $231.8K | 0.06% | -8.9% |
| 1981 | PATTEN & PATTEN#1981 · 1,039 sh | 1,039 | $231.5K | — | -2.0% |
| 1982 | WEALTH ALLIANCE#1982 · 1,037 sh | 1,037 | $231.2K | 0.02% | -0.1% |
| 1983 | Financial Guidance Group#1983 · 1,032 sh | 1,032 | $230.0K | — | 0.0% |
| 1984 | Wagner Wealth Management#1984 · 1,030 sh | 1,030 | $229.7K | — | -0.2% |
| 1985 | Insight Wealth Strategies#1985 · 1,024 sh | 1,024 | $229.5K | — | -92.5% |
| 1986 | Inscription Capital#1986 · 1,029 sh | 1,029 | $229.4K | 0.02% | -5.5% |
| 1987 | CHARTER RESEARCH & INVESTMENT GROUP#1987 · 1,025 sh | 1,025 | $228.5K | 0.14% | 0.0% |
| 1988 | Congress Park Capital#1988 · 1,025 sh | 1,025 | $228.5K | — | New |
| 1989 | Medallion Wealth Advisors#1989 · 1,025 sh | 1,025 | $228.4K | 0.07% | -5.5% |
| 1990 | Warren Street Wealth Advisors#1990 · 1,023 sh | 1,023 | $228.0K | 0.05% | -3.3% |
| 1991 | Voleon Capital Management#1991 · 1,016 sh | 1,016 | $226.4K | <0.01% | New |
| 1992 | Maridea Wealth Management#1992 · 1,015 sh | 1,015 | $226.3K | 0.02% | New |
| 1993 | Schear Investment Advisers#1993 · 1,013 sh | 1,013 | $225.8K | — | +11.7% |
| 1994 | GERMAN AMERICAN BANCORP#1994 · 1,012 sh | 1,012 | $225.6K | 0.02% | 0.0% |
| 1995 | Cromwell#1995 · 1,010 sh | 1,010 | $225.1K | 0.10% | 0.0% |
| 1996 | Rayburn West Financial Services#1996 · 1,009 sh | 1,009 | $224.9K | 0.12% | 0.0% |
| 1997 | Rodgers Brothers#1997 · 1,008 sh | 1,008 | $224.6K | 0.02% | 0.0% |
| 1998 | MCCARTER PRIVATE WEALTH SERVICES#1998 · 1,007 sh | 1,007 | $224.4K | — | -40.1% |
| 1999 | ONEFUND#1999 · 1,006 sh | 1,006 | $224.2K | 0.13% | -1.2% |
| 2000 | GTS SECURITIES#2000 · 1,005 sh | 1,005 | $224.0K | <0.01% | -36.4% |
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.