WASTE MANAGEMENT INC (WM) — Institutional Holders, Q2 2026 (page 23)
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 2,201 to 2,300. 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 2,201–2,300 of 2,384
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2201 | Moisand Fitzgerald Tamayo#2201 · 219 sh | 219 | $48.8K | — | 0.0% |
| 2202 | McMillan Office#2202 · 219 sh | 219 | $48.8K | <0.01% | 0.0% |
| 2203 | DHJJ Financial Advisors, Ltd.#2203 · 211 sh | 211 | $47.0K | — | 0.0% |
| 2204 | Twin Lakes Capital Management#2204 · 207 sh | 207 | $46.1K | 0.02% | +0.5% |
| 2205 | N.E.W. Advisory Services#2205 · 203 sh | 203 | $45.2K | <0.01% | +163.6% |
| 2206 | LOOMIS SAYLES & L P#2206 · 202 sh | 202 | $45.0K | <0.01% | +64.2% |
| 2207 | LSV ASSET MANAGEMENT#2207 · 200 sh | 200 | $45.0K | <0.01% | New |
| 2208 | Fortitude Family Office#2208 · 200 sh | 200 | $44.6K | — | -3.8% |
| 2209 | Burnham#2209 · 200 sh | 200 | $44.6K | 0.04% | — |
| 2210 | Cherry Tree Wealth Management#2210 · 192 sh | 192 | $42.8K | — | +0.5% |
| 2211 | Fedenia Advisers#2211 · 188 sh | 188 | $41.9K | — | New |
| 2212 | Disciplina Capital Management#2212 · 188 sh | 188 | $41.8K | <0.01% | -5.5% |
| 2213 | J.Safra Asset Management#2213 · 186 sh | 186 | $41.5K | <0.01% | 0.0% |
| 2214 | Steigerwald, Gordon & Koch#2214 · 184 sh | 184 | $40.9K | <0.01% | 0.0% |
| 2215 | Bayforest Capital Ltd#2215 · 183 sh | 183 | $40.8K | 0.04% | New |
| 2216 | OSTERWEIS CAPITAL MANAGEMENT#2216 · 181 sh | 181 | $40.3K | <0.01% | 0.0% |
| 2217 | Mowery & Schoenfeld Wealth Management#2217 · 176 sh | 176 | $39.2K | 0.05% | 0.0% |
| 2218 | UNION SAVINGS BANK#2218 · 175 sh | 175 | $39.0K | — | 0.0% |
| 2219 | RAFFA WEALTH MANAGEMENT#2219 · 172 sh | 172 | $38.3K | <0.01% | -11.3% |
| 2220 | Markowski Investments#2220 · 172 sh | 172 | $38.3K | <0.01% | — |
| 2221 | Aventura Private Wealth#2221 · 171 sh | 171 | $38.2K | 0.01% | +98.8% |
| 2222 | Halbert, Hargrove/Russell#2222 · 166 sh | 166 | $37.0K | — | 0.0% |
| 2223 | Dynamic Wealth Strategies#2223 · 166 sh | 166 | $37.0K | — | 0.0% |
| 2224 | Godfrey Financial Associates#2224 · 163 sh | 163 | $36.3K | 0.03% | +7.2% |
| 2225 | Cape Investment Advisory#2225 · 162 sh | 162 | $36.0K | — | New |
| 2226 | Bell Investment Advisors#2226 · 157 sh | 157 | $35.0K | <0.01% | +35.3% |
| 2227 | Golden State Equity Partners#2227 · 157 sh | 157 | $35.0K | 0.09% | -96.0% |
| 2228 | Redwood Park Advisors#2228 · 153 sh | 153 | $34.1K | 0.02% | +0.7% |
| 2229 | Financial Management Professionals#2229 · 152 sh | 152 | $33.9K | — | +10.1% |
| 2230 | Kennebec Savings Bank#2230 · 150 sh | 150 | $33.4K | — | 0.0% |
| 2231 | Joseph Group Capital Management#2231 · 148 sh | 148 | $33.0K | <0.01% | +24.4% |
| 2232 | RATIONAL ADVISORS#2232 · 145 sh | 145 | $32.3K | <0.01% | -45.5% |
| 2233 | Rialto Wealth Management#2233 · 142 sh | 142 | $31.6K | <0.01% | +2.2% |
| 2234 | Alpine Bank Wealth Management#2234 · 140 sh | 140 | $31.2K | — | New |
| 2235 | MEEDER ASSET MANAGEMENT#2235 · 139 sh | 139 | $31.0K | <0.01% | +18.8% |
| 2236 | Bogart Wealth#2236 · 137 sh | 137 | $30.6K | <0.01% | -23.9% |
| 2237 | Main Street Group, LTD#2237 · 137 sh | 137 | $30.5K | <0.01% | 0.0% |
| 2238 | Financial Network Wealth Advisors#2238 · 136 sh | 136 | $30.3K | 0.03% | +10.6% |
| 2239 | Cornerstone Planning Group#2239 · 128 sh | 128 | $30.3K | — | +7.6% |
| 2240 | MCGUIRE CAPITAL ADVISORS#2240 · 134 sh | 134 | $29.9K | 0.02% | +26.4% |
| 2241 | Roble, Belko & Company#2241 · 124 sh | 124 | $28.0K | <0.01% | 0.0% |
| 2242 | CGC Financial Services#2242 · 125 sh | 125 | $27.9K | — | 0.0% |
| 2243 | Bruce G. Allen Investments#2243 · 123 sh | 123 | $27.4K | 0.02% | +66.2% |
| 2244 | GILL CAPITAL PARTNERS#2244 · 122 sh | 122 | $27.2K | — | +100.0% |
| 2245 | Arlington#2245 · 122 sh | 122 | $27.2K | — | 0.0% |
| 2246 | YANKCOM Partnership#2246 · 120 sh | 120 | $26.7K | — | -37.8% |
| 2247 | MPWM ADVISORY SOLUTIONS#2247 · 120 sh | 120 | $26.7K | 0.01% | 0.0% |
| 2248 | Westfuller Advisors#2248 · 118 sh | 118 | $26.3K | <0.01% | New |
| 2249 | Centennial Bank#2249 · 117 sh | 117 | $26.1K | <0.01% | 0.0% |
| 2250 | Nemes Rush Group#2250 · 116 sh | 116 | $25.9K | <0.01% | 0.0% |
| 2251 | Carolina Wealth Advisors#2251 · 115 sh | 115 | $25.6K | — | 0.0% |
| 2252 | SWAN Capital#2252 · 113 sh | 113 | $25.2K | <0.01% | -28.0% |
| 2253 | Roxbury Financial#2253 · 112 sh | 112 | $25.0K | — | 0.0% |
| 2254 | OGOREK ANTHONY JOSEPH /NY#2254 · 113 sh | 113 | $25.0K | <0.01% | +3.7% |
| 2255 | ZRC WEALTH MANAGEMENT#2255 · 110 sh | 110 | $24.5K | — | -73.9% |
| 2256 | Clal Insurance Enterprises Ltd#2256 · 106 sh | 106 | $24.0K | <0.01% | -29.8% |
| 2257 | KERR FINANCIAL PLANNING#2257 · 106 sh | 106 | $23.5K | 0.03% | 0.0% |
| 2258 | Fairway Wealth#2258 · 105 sh | 105 | $23.4K | <0.01% | 0.0% |
| 2259 | Global Asset Management#2259 · 102 sh | 102 | $22.7K | — | -67.3% |
| 2260 | BLUELINE ADVISORS#2260 · 102 sh | 102 | $22.7K | — | 0.0% |
| 2261 | HIGHLINE WEALTH PARTNERS#2261 · 101 sh | 101 | $22.6K | — | +2.0% |
| 2262 | Seneschal Advisors#2262 · 100 sh | 100 | $22.3K | 0.02% | 0.0% |
| 2263 | BLUE BELL PRIVATE WEALTH MANAGEMENT#2263 · 100 sh | 100 | $22.3K | <0.01% | 0.0% |
| 2264 | JNBA Financial Advisors#2264 · 100 sh | 100 | $22.3K | <0.01% | 0.0% |
| 2265 | Blume Capital Management#2265 · 100 sh | 100 | $22.3K | — | 0.0% |
| 2266 | Hurley Capital#2266 · 100 sh | 100 | $22.3K | 0.01% | 0.0% |
| 2267 | PFS Partners#2267 · 100 sh | 100 | $22.3K | — | 0.0% |
| 2268 | Hickory Point Bank#2268 · 100 sh | 100 | $22.3K | — | 0.0% |
| 2269 | Reyes Financial Architecture#2269 · 100 sh | 100 | $22.3K | — | -50.0% |
| 2270 | Fourth Dimension Wealth#2270 · 100 sh | 100 | $22.3K | <0.01% | 0.0% |
| 2271 | Longview Financial Advisors#2271 · 100 sh | 100 | $22.3K | 0.01% | 0.0% |
| 2272 | Nvest Wealth Strategies#2272 · 100 sh | 100 | $22.3K | — | 0.0% |
| 2273 | LOUISBOURG INVESTMENTS#2273 · 99 sh | 99 | $22.1K | — | 0.0% |
| 2274 | Clark Wealth Partners#2274 · 98 sh | 98 | $21.8K | — | +366.7% |
| 2275 | COUNTRY BANK#2275 · 98 sh | 98 | $21.8K | <0.01% | +25.6% |
| 2276 | EVOLUTION WEALTH MANAGEMENT#2276 · 97 sh | 97 | $21.6K | 0.01% | +102.1% |
| 2277 | James T. Borello RIA#2277 · 96 sh | 96 | $21.4K | — | +15.7% |
| 2278 | United Community Bank#2278 · 93 sh | 93 | $20.7K | <0.01% | -51.8% |
| 2279 | Greykasell Wealth Strategies#2279 · 93 sh | 93 | $20.7K | <0.01% | 0.0% |
| 2280 | Sunrise Financial Services#2280 · 93 sh | 93 | $20.7K | — | -13.1% |
| 2281 | Westend Capital Management#2281 · 92 sh | 92 | $20.5K | <0.01% | -19.3% |
| 2282 | Bare Financial Services#2282 · 90 sh | 90 | $20.1K | <0.01% | +60.7% |
| 2283 | SECURITY NATIONAL BANK OF SO DAK#2283 · 90 sh | 90 | $20.1K | <0.01% | New |
| 2284 | Cornerstone Financial Management#2284 · 90 sh | 90 | $20.1K | 0.02% | +38.5% |
| 2285 | Quest 10 Wealth Builders#2285 · 87 sh | 87 | $19.4K | 0.02% | 0.0% |
| 2286 | SUMMIT SECURITIES GROUP#2286 · 86 sh | 86 | $19.2K | <0.01% | +41.0% |
| 2287 | DT Investment Partners#2287 · 86 sh | 86 | $19.2K | <0.01% | 0.0% |
| 2288 | Costello Asset Management#2288 · 85 sh | 85 | $18.9K | <0.01% | 0.0% |
| 2289 | MARYLAND CAPITAL ADVISORS#2289 · 82 sh | 82 | $18.3K | — | — |
| 2290 | Essential Partners#2290 · 82 sh | 82 | $18.3K | — | -13.7% |
| 2291 | Darwin Wealth Management#2291 · 81 sh | 81 | $18.2K | <0.01% | -72.2% |
| 2292 | American Capital Advisory#2292 · 81 sh | 81 | $18.0K | <0.01% | +3.8% |
| 2293 | Guinness Asset Management LTD#2293 · 78 sh | 78 | $17.4K | <0.01% | 0.0% |
| 2294 | TIAA , NATIONAL ASSOCIATION#2294 · 78 sh | 78 | $17.4K | <0.01% | -52.4% |
| 2295 | LFA - Lugano Financial Advisors SA#2295 · 72 sh | 72 | $16.0K | <0.01% | 0.0% |
| 2296 | Holos Integrated Wealth#2296 · 67 sh | 67 | $15.9K | — | -51.1% |
| 2297 | Ares Financial Consulting#2297 · 71 sh | 71 | $15.8K | — | 0.0% |
| 2298 | Guardian Partners#2298 · 68 sh | 68 | $15.2K | — | New |
| 2299 | Elevated Capital Advisors#2299 · 65 sh | 65 | $14.5K | <0.01% | -14.5% |
| 2300 | 1248 Management#2300 · 64 sh | 64 | $14.3K | <0.01% | 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.