Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

Waste Management Inc · COM · quarter ended 2026-03-31 · 24 members disclosed WM ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,932 holders are listed, largest first: 1,932
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $69.4B
holders whose share count rose or who opened the position (new + add), by shares: 907
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 153

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of WM ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$6.9B	30,198,865	+473,819	ADD
2	GATES FOUNDATION TRUST	$6.4B	27,642,344	−1,292,000	TRIM
3	VANGUARD CAPITAL MANAGEMENT LLC	$5.8B	25,169,513	—	NO PRIOR
4	STATE STREET CORP	$4.0B	17,501,722	+110,974	ADD
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.4B	10,236,665	—	NO PRIOR
6	GEODE CAPITAL MANAGEMENT, LLC	$2.1B	9,191,350	+198,344	ADD
7	Capital Research Global Investors	$2.0B	8,732,043	+6,466,673	ADD
8	AMERIPRISE FINANCIAL INC	$1.7B	7,427,407	+743,548	ADD
9	MORGAN STANLEY	$1.6B	7,077,170	+405,518	ADD
10	PARNASSUS INVESTMENTS, LLC	$1.1B	4,981,578	−295,707	TRIM
11	ROYAL BANK OF CANADA	$1.0B	4,404,042	+2,022,187	ADD
12	WELLS FARGO & COMPANY/MN	$979M	4,261,710	+525,261	ADD
13	NORTHERN TRUST CORP	$898M	3,908,938	+46,660	ADD
14	NORDEA INVESTMENT MANAGEMENT AB	$794M	3,467,788	−63,112	TRIM
15	BANK OF AMERICA CORP /DE/	$770M	3,349,866	−216,362	TRIM
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$709M	3,086,105	+85,231	ADD
17	Amundi	$686M	2,983,433	−289,603	TRIM
18	Vontobel Holding Ltd.	$673M	2,926,613	+132,647	ADD
19	BARCLAYS PLC	$626M	2,723,198	+691,684	ADD
20	Legal & General Group Plc	$608M	2,644,872	+32,866	ADD
21	Clearbridge Investments, LLC	$569M	2,474,638	−31,483	TRIM
22	Swedbank AB	$550M	2,392,868	+348,183	ADD
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$540M	2,350,855	+71,688	ADD
24	DIMENSIONAL FUND ADVISORS LP	$533M	2,320,966	+26,847	ADD
25	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$518M	2,254,225	+1,808,899	ADD
26	UBS Group AG	$508M	2,210,332	+271,848	ADD
27	VANGUARD FIDUCIARY TRUST CO	$498M	2,166,426	—	NO PRIOR
28	STIFEL FINANCIAL CORP	$491M	2,138,041	−57,469	TRIM
29	Bank of New York Mellon Corp	$483M	2,102,907	−46,072	TRIM
30	DEUTSCHE BANK AG\	$469M	2,041,019	−63,646	TRIM
31	TWO SIGMA INVESTMENTS, LP	$469M	2,039,194	+1,132,972	ADD
32	Sustainable Growth Advisers, LP	$465M	2,021,702	−746,648	TRIM
33	Invesco Ltd.	$434M	1,887,431	−56,252	TRIM
34	BANK OF MONTREAL /CAN/	$427M	1,857,148	+296,397	ADD
35	RAYMOND JAMES FINANCIAL INC	$424M	1,846,416	+5,016	ADD
36	Nuveen, LLC	$404M	1,758,055	+73,086	ADD
37	DIAMOND HILL CAPITAL MANAGEMENT INC	$363M	1,579,088	−744,676	TRIM
38	Pictet Asset Management Holding SA	$347M	1,508,619	−942,751	TRIM
39	Morgan Stanley Institutional Investment Advisors LLC	$340M	1,479,273	−56,350	TRIM
40	LAZARD ASSET MANAGEMENT LLC	$319M	1,386,375	+8,043	ADD
41	Mirova US LLC	$313M	1,362,167	−57,277	TRIM
42	STOREBRAND ASSET MANAGEMENT AS	$306M	1,333,364	—	NO PRIOR
43	BANQUE PICTET & CIE SA	$299M	1,299,570	−422,920	TRIM
44	Swiss National Bank	$272M	1,182,300	+78,300	ADD
45	Capital International Investors	$262M	1,141,954	−366,829	TRIM
46	ALLIANCEBERNSTEIN L.P.	$258M	1,174,501	−325,352	TRIM
47	LPL Financial LLC	$251M	1,094,455	−12,322	TRIM
48	ENVESTNET ASSET MANAGEMENT INC	$240M	1,044,934	+34,977	ADD
49	National Pension Service	$217M	946,263	+946,263	NEW
50	VOYA INVESTMENT MANAGEMENT LLC	$209M	907,724	+27,908	ADD
51	FMR LLC	$206M	896,256	−409,004	TRIM
52	Sumitomo Mitsui Trust Group, Inc.	$206M	895,169	−44,229	TRIM
53	HSBC HOLDINGS PLC	$205M	891,824	−870,828	TRIM
54	Mitsubishi UFJ Asset Management Co., Ltd.	$202M	877,071	+58,125	ADD
55	Vanguard Global Advisers, LLC	$187M	814,061	—	NO PRIOR
56	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$185M	806,172	+382,079	ADD
57	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$182M	793,257	+16,018	ADD
58	SCOTIA CAPITAL INC.	$167M	726,641	−40,402	TRIM
59	VANGUARD ASSET MANAGEMENT, Ltd	$150M	653,560	—	NO PRIOR
60	JENSEN INVESTMENT MANAGEMENT INC	$150M	651,328	−349,131	TRIM
61	DANSKE BANK A/S	$149M	648,580	+311,819	ADD
62	Mariner, LLC	$140M	609,264	−12,693	TRIM
63	Ensign Peak Advisors, Inc	$135M	588,668	−69,761	TRIM
64	Cerity Partners LLC	$133M	579,392	−6,437	TRIM
65	BNP Paribas Asset Management Holding S.A.	$131M	572,149	−163,095	TRIM
66	JOHNSON INVESTMENT COUNSEL INC	$130M	565,892	+6,470	ADD
67	Allianz Asset Management GmbH	$128M	556,334	−107,800	TRIM
68	NATIONAL BANK OF CANADA /FI/	$126M	549,635	+254	ADD
69	DnB Asset Management AS	$125M	543,153	+14,591	ADD
70	Bank Julius Baer & Co. Ltd, Zurich	$124M	541,833	+26,055	ADD
71	Aberdeen Group plc	$122M	532,470	−35,069	TRIM
72	AVIVA PLC	$120M	523,832	−102,320	TRIM
73	Alyeska Investment Group, L.P.	$118M	514,347	+218,855	ADD
74	Focus Partners Wealth	$116M	506,019	+93,458	ADD
75	Empower Advisory Group, LLC	$114M	495,981	+21,117	ADD
76	BLAIR WILLIAM & CO/IL	$111M	484,303	−14,745	TRIM
77	AGF MANAGEMENT LTD	$108M	471,221	−76,780	TRIM
78	BAHL & GAYNOR INC	$108M	470,575	+7,388	ADD
79	REGIONS FINANCIAL CORP	$108M	469,501	−12,342	TRIM
80	PFA Pension, Forsikringsaktieselskab	$108M	467,975	+467,975	NEW
81	PRINCIPAL FINANCIAL GROUP INC	$106M	460,317	+14,003	ADD
82	TCTC Holdings, LLC	$105M	457,475	−187	TRIM
83	NOMURA ASSET MANAGEMENT CO LTD	$102M	446,052	−34,840	TRIM
84	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$102M	430,522	+76,488	ADD
85	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$101M	487,222	−306,124	TRIM
86	NEW YORK STATE COMMON RETIREMENT FUND	$100M	436,668	+1,800	ADD
87	AQR CAPITAL MANAGEMENT LLC	$98.6M	430,762	−22,320	TRIM
88	Qube Research & Technologies Ltd	$97.5M	424,250	−270,466	TRIM
89	Squarepoint Ops LLC	$96.1M	418,232	−64,500	TRIM
90	LOCUST WOOD CAPITAL ADVISERS, LLC	$94.6M	411,807	−36,534	TRIM
91	SCHRODER INVESTMENT MANAGEMENT GROUP	$93.2M	405,246	+108,073	ADD
92	MAIRS & POWER INC	$91.5M	398,240	+397,240	ADD
93	CREDIT AGRICOLE S A	$87.4M	380,488	−85,449	TRIM
94	Cetera Investment Advisers	$86.6M	376,980	+40,280	ADD
95	GUGGENHEIM CAPITAL LLC	$86.3M	375,486	−3,120	TRIM
96	Universal- Beteiligungs- und Servicegesellschaft mbH	$85.2M	370,999	−35,967	TRIM
97	ABN AMRO INVESTMENT SOLUTIONS	$84.7M	368,455	−30,868	TRIM
98	Zurich Insurance Group Ltd/FI	$83.1M	361,782	+249,119	ADD
99	Clark Capital Management Group, Inc.	$83.1M	361,681	+5,517	ADD
100	Quantinno Capital Management LP	$82.6M	359,478	+129,818	ADD
101	ADAGE CAPITAL PARTNERS GP, L.L.C.	$82.4M	358,449	−560,261	TRIM
102	TRUIST FINANCIAL CORP	$82.0M	356,956	+3,747	ADD
103	CITIGROUP INC	$81.6M	354,897	−86,420	TRIM
104	Baird Financial Group, Inc.	$81.0M	352,562	+352,562	NEW
105	CANADA PENSION PLAN INVESTMENT BOARD	$81.0M	352,442	+19,580	ADD
106	JACOBS LEVY EQUITY MANAGEMENT, INC	$80.5M	350,252	+350,252	NEW
107	Compagnie Lombard Odier SCmA	$76.8M	334,271	−69,929	TRIM
108	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$73.9M	321,665	−5,662	TRIM
109	FRANKLIN RESOURCES INC	$73.8M	321,234	+30,972	ADD
110	FIFTH THIRD BANCORP	$73.7M	320,515	+83,384	ADD
111	Corient Private Wealth LLC	$72.3M	317,498	−1,077,027	TRIM
112	BARTLETT & CO. WEALTH MANAGEMENT LLC	$72.0M	316,174	+7,000	ADD
113	APG Asset Management N.V.	$71.2M	356,997	−45,432	TRIM
114	KORNITZER CAPITAL MANAGEMENT INC /KS	$70.0M	304,793	−2,596	TRIM
115	HighTower Advisors, LLC	$70.0M	304,711	+7,891	ADD
116	Sterling Capital Management LLC	$68.8M	299,601	−15,197	TRIM
117	Mitsubishi UFJ Trust & Banking Corp	$67.1M	292,094	+813	ADD
118	Candriam S.C.A.	$67.0M	291,784	−188,497	TRIM
119	Korea Investment CORP	$65.2M	283,602	+40,343	ADD
120	FIRST TRUST ADVISORS LP	$64.4M	280,353	−22,204	TRIM
121	PRIMECAP MANAGEMENT CO/CA/	$63.8M	277,600	+277,600	NEW
122	TD ASSET MANAGEMENT INC	$62.9M	273,919	−11,304	TRIM
123	KING LUTHER CAPITAL MANAGEMENT CORP	$62.9M	273,848	−14,662	TRIM
124	COMMERCE BANK	$62.8M	273,270	+19,866	ADD
125	SEI INVESTMENTS CO	$62.7M	272,946	−38,726	TRIM
126	SATURNA CAPITAL CORP	$62.3M	270,936	+270,936	NEW
127	EP Wealth Advisors, LLC	$57.2M	249,020	+3,071	ADD
128	Zurcher Kantonalbank (Zurich Cantonalbank)	$55.7M	242,584	−10,394	TRIM
129	BERKSHIRE ASSET MANAGEMENT LLC/PA	$54.8M	238,681	+3,393	ADD
130	KLP KAPITALFORVALTNING AS	$54.5M	237,153	+1,000	ADD
131	Haverford Trust Co	$53.9M	234,364	+46,942	ADD
132	FIL Ltd	$53.7M	233,879	−1,603	TRIM
133	CIBC WORLD MARKET INC.	$53.6M	233,113	−1,193	TRIM
134	Retirement Systems of Alabama	$53.4M	232,442	−47	TRIM
135	Covea Finance	$53.2M	231,703	−15,894	TRIM
136	COMMONWEALTH EQUITY SERVICES, LLC	$53.1M	231,095	−13,744	TRIM
137	Calamos Advisors LLC	$53.1M	230,863	+36,944	ADD
138	SEB Asset Management AB	$52.7M	229,550	—	NO PRIOR
139	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$52.4M	227,846	+82,150	ADD
140	EDMOND DE ROTHSCHILD HOLDING S.A.	$51.2M	222,889	+7,674	ADD
141	YCG, LLC	$50.7M	220,662	−24,878	TRIM
142	STATE OF WISCONSIN INVESTMENT BOARD	$50.3M	218,888	+8,806	ADD
143	Sequoia Financial Advisors, LLC	$49.8M	216,576	+12,507	ADD
144	Rockefeller Capital Management L.P.	$49.1M	213,864	−512	TRIM
145	Kimelman & Baird, LLC	$47.5M	206,687	−4,486	TRIM
146	OSAIC HOLDINGS, INC.	$47.2M	205,123	+29,607	ADD
147	Investment Management Corp of Ontario	$47.1M	204,802	+1,500	ADD
148	Blue Whale Capital LLP	$46.8M	203,623	+203,623	NEW
149	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$46.1M	200,410	−544,348	TRIM
150	Vanguard Investments Australia, Ltd.	$45.9M	199,782	—	NO PRIOR
151	CAPITAL ADVISORS INC/OK	$45.5M	198,030	+1,445	ADD
152	US BANCORP \DE\	$45.2M	196,690	−3,655	TRIM
153	Assenagon Asset Management S.A.	$45.0M	195,902	−87,187	TRIM
154	ROYAL LONDON ASSET MANAGEMENT LTD	$44.8M	195,130	+2,968	ADD
155	Ceredex Value Advisors LLC	$44.8M	194,837	+102,337	ADD
156	GATEWAY INVESTMENT ADVISERS LLC	$44.6M	193,999	−37,773	TRIM
157	Creative Planning	$43.6M	189,812	+13,241	ADD
158	HANCOCK WHITNEY CORP	$43.6M	189,515	−3,489	TRIM
159	M&T BANK CORP	$43.4M	189,038	+1,291	ADD
160	Asset Management One Co., Ltd.	$43.4M	188,906	−648	TRIM
161	MOODY LYNN LIEBERSON & WALKER, LLC	$43.2M	188,208	+2,011	ADD
162	KCM INVESTMENT ADVISORS LLC	$42.5M	185,064	−4,572	TRIM
163	Chevy Chase Trust Holdings, LLC	$42.1M	183,015	−5,403	TRIM
164	AMI ASSET MANAGEMENT CORP	$40.8M	177,357	−5,651	TRIM
165	PARK NATIONAL CORP /OH/	$40.3M	175,267	−2,854	TRIM
166	VICTORY CAPITAL MANAGEMENT INC	$39.8M	173,221	−22,811	TRIM
167	PRUDENTIAL FINANCIAL INC	$39.7M	172,700	−2,105	TRIM
168	Robeco Schweiz AG	$39.2M	170,778	−138,534	TRIM
169	Lansforsakringar Fondforvaltning AB (publ)	$39.2M	170,523	+38,440	ADD
170	EASTERN BANK	$39.1M	170,307	−32,625	TRIM
171	MACKENZIE FINANCIAL CORP	$39.1M	170,101	+43,675	ADD
172	CHILTON CAPITAL MANAGEMENT LLC	$38.9M	169,422	−2,380	TRIM
173	Banco Santander, S.A.	$36.5M	158,808	−3,479	TRIM
174	Resona Asset Management Co.,Ltd.	$36.4M	158,371	+3,521	ADD
175	CIBC Asset Management Inc	$35.5M	154,364	+3,534	ADD
176	Kestra Advisory Services, LLC	$35.3M	153,461	+18,776	ADD
177	WATERS PARKERSON & CO., LLC	$35.3M	153,446	+5,978	ADD
178	Allspring Global Investments Holdings, LLC	$34.6M	149,774	+11,034	ADD
179	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$34.6M	150,460	+798	ADD
180	Systematic Alpha Investments, LLC	$34.3M	149,216	0	NO CHANGE
181	Stack Financial Management, Inc	$33.6M	146,166	+364	ADD
182	TD Waterhouse Canada Inc.	$33.3M	144,475	+16,099	ADD
183	PITTENGER & ANDERSON INC	$33.0M	143,824	+1,374	ADD
184	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$32.6M	141,901	+21,150	ADD
185	NORTHEAST INVESTMENT MANAGEMENT	$32.5M	141,651	+229	ADD
186	BANK OF NOVA SCOTIA	$32.3M	140,722	−63,477	TRIM
187	Pinnacle Financial Partners, Inc.	$31.7M	137,834	+1,695	ADD
188	State of New Jersey Common Pension Fund D	$31.4M	136,446	0	NO CHANGE
189	Blue Chip Partners, LLC	$31.3M	136,356	+3,549	ADD
190	Destination Wealth Management	$31.2M	135,862	+1,391	ADD
191	INVESTMENT HOUSE LLC	$30.2M	131,283	−685	TRIM
192	UniSuper Management Pty Ltd	$30.1M	131,002	−447	TRIM
193	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$30.1M	130,842	+24,993	ADD
194	CIBC Bancorp USA Inc.	$30.1M	130,798	—	NO PRIOR
195	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$29.7M	129,272	+45,546	ADD
196	FOSTER DYKEMA CABOT & PARTNERS, LLC	$29.5M	128,314	−372	TRIM
197	B. Metzler seel. Sohn & Co. AG	$29.4M	127,983	+3,092	ADD
198	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$29.2M	127,290	+2,094	ADD
199	Federation des caisses Desjardins du Quebec	$28.5M	123,919	+24,556	ADD
200	Waverly Advisors, LLC	$28.4M	123,706	+19,101	ADD
201	Tredje AP-fonden	$28.4M	123,454	−172,176	TRIM
202	Eurizon Capital SGR S.p.A.	$28.1M	122,113	+122,113	NEW
203	BALDWIN WEALTH PARTNERS LLC/MA	$27.8M	120,989	−11,184	TRIM
204	Quintet Private Bank (Europe) S.A.	$27.7M	120,335	−3,621	TRIM
205	MAI Capital Management	$26.9M	117,278	+5,375	ADD
206	CWM, LLC	$26.6M	115,899	−7,224	TRIM
207	STEPHENS INC /AR/	$26.6M	115,596	−4,023	TRIM
208	Zimmer Partners, LP	$26.4M	115,000	+5,000	ADD
209	ALTA CAPITAL MANAGEMENT LLC/	$26.3M	114,388	−7,718	TRIM
210	WELLINGTON MANAGEMENT GROUP LLP	$26.1M	113,458	+25,477	ADD
211	TORONTO DOMINION BANK	$26.0M	112,983	−109,406	TRIM
212	Arbejdsmarkedets Tillaegspension	$25.9M	112,637	+1,515	ADD
213	Arizona State Retirement System	$25.4M	110,406	−3,203	TRIM
214	Titan Investment Solutions Ltd	$25.2M	109,802	+51,643	ADD
215	OPPENHEIMER & CO INC	$25.2M	109,765	−778	TRIM
216	XPONANCE LLC	$24.8M	107,971	+7,891	ADD
217	GUARDIAN CAPITAL LP	$24.2M	105,388	+13,960	ADD
218	D.A. DAVIDSON & CO.	$24.0M	104,431	+1,487	ADD
219	MetLife Investment Management, LLC	$23.8M	103,384	−3,293	TRIM
220	CITADEL ADVISORS LLC	$23.7M	102,938	−426,421	TRIM
221	Czech National Bank	$23.2M	101,059	+3,328	ADD
222	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$23.2M	100,905	+11,116	ADD
223	Private Advisor Group, LLC	$22.5M	97,740	−1,225	TRIM
224	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$22.5M	97,717	−136,595	TRIM
225	Midwest Trust Co	$22.3M	96,946	−517	TRIM
226	STATE OF MICHIGAN RETIREMENT SYSTEM	$22.3M	96,888	−100	TRIM
227	Clearstead Advisors, LLC	$21.9M	95,161	−2,137	TRIM
228	Mediolanum International Funds Ltd	$21.8M	94,605	+175	ADD
229	NewEdge Advisors, LLC	$21.5M	93,509	+93,509	NEW
230	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	$21.3M	92,659	−6,563	TRIM
231	&PARTNERS	$21.3M	92,595	+8,457	ADD
232	Chesley Taft & Associates LLC	$21.1M	91,900	−195	TRIM
233	MML INVESTORS SERVICES, LLC	$21.0M	91,179	−5,766	TRIM
234	Mirae Asset Global Investments Co., Ltd.	$20.3M	88,243	+3,678	ADD
235	Sumitomo Mitsui DS Asset Management Company, Ltd	$20.2M	88,019	−16,013	TRIM
236	MARTINGALE ASSET MANAGEMENT L P	$20.1M	87,570	−5,730	TRIM
237	BROWN ADVISORY INC	$19.9M	86,679	+26,170	ADD
238	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$19.9M	86,438	+226	ADD
239	TOCQUEVILLE ASSET MANAGEMENT L.P.	$19.7M	85,743	−856	TRIM
240	ING GROEP NV	$19.5M	84,982	+73,057	ADD
241	NISSAY ASSET MANAGEMENT CORP /JAPAN	$19.4M	84,371	+8,904	ADD
242	NISA INVESTMENT ADVISORS, LLC	$19.2M	83,565	−2,403	TRIM
243	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$19.1M	83,246	+6,808	ADD
244	Lombard Odier Asset Management (Europe) Ltd	$19.0M	82,794	+19,324	ADD
245	Wealthfront Advisers LLC	$19.0M	82,755	+19,869	ADD
246	Woodbridge CO LTD	$19.0M	82,700	0	NO CHANGE
247	Daiwa Securities Group Inc.	$18.8M	81,966	+4,978	ADD
248	Varma Mutual Pension Insurance Co	$18.8M	81,830	−4,000	TRIM
249	NATIXIS	$18.8M	81,648	−140,366	TRIM
250	Dai-ichi Life Insurance Company, Ltd	$18.5M	80,472	−3,849	TRIM
251	BAILARD, INC.	$18.3M	79,721	+54	ADD
252	SAPIENT CAPITAL LLC	$18.3M	79,578	−9,244	TRIM
253	Bank Pictet & Cie (Europe) AG	$18.3M	79,454	−7,316	TRIM
254	Sanctuary Advisors, LLC	$18.2M	79,342	−1,220	TRIM
255	USS Investment Management Ltd	$17.9M	77,762	−17,616	TRIM
256	Orion Porfolio Solutions, LLC	$17.7M	77,168	−12,189	TRIM
257	BENJAMIN EDWARDS INC	$17.7M	77,007	+4,738	ADD
258	IFM Investors Pty Ltd	$17.3M	75,475	+2,472	ADD
259	Edge Wealth Management LLC	$17.3M	75,280	−726	TRIM
260	Townsend & Associates, Inc	$17.0M	76,055	+2,135	ADD
261	PINNACLE ASSOCIATES LTD	$16.8M	73,214	−2,320	TRIM
262	Perpetual Ltd	$16.7M	72,760	+1,338	ADD
263	Dakota Wealth Management	$16.7M	72,698	+2,169	ADD
264	TEACHER RETIREMENT SYSTEM OF TEXAS	$16.5M	71,751	−18,679	TRIM
265	FUNDSMITH INVESTMENT SERVICES LTD.	$16.2M	70,475	0	NO CHANGE
266	CIDEL ASSET MANAGEMENT INC	$16.2M	70,291	+68,641	ADD
267	Atwater Malick LLC	$16.2M	70,283	+322	ADD
268	Willis Investment Counsel	$15.8M	68,926	−95	TRIM
269	Quilter Plc	$15.8M	68,856	−5,562	TRIM
270	Union Bancaire Privee, UBP SA	$15.7M	76,862	−3,587	TRIM
271	FARMERS & MERCHANTS INVESTMENTS INC	$15.7M	68,416	0	NO CHANGE
272	Calamos Wealth Management LLC	$15.7M	68,345	−11,198	TRIM
273	Tidal Investments LLC	$15.6M	67,892	+17,440	ADD
274	AMERICAN CENTURY COMPANIES INC	$15.5M	67,237	+1,012	ADD
275	Connor, Clark & Lunn Investment Management Ltd.	$15.4M	67,004	+65,613	ADD
276	MERCER GLOBAL ADVISORS INC /ADV	$15.4M	66,952	+4,100	ADD
277	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$15.3M	66,691	+179	ADD
278	LMCG INVESTMENTS, LLC	$15.2M	66,111	+36,379	ADD
279	TCV Trust & Wealth Management, Inc.	$15.0M	65,379	−649	TRIM
280	Apollon Wealth Management, LLC	$14.9M	64,910	+27	ADD
281	TOMPKINS FINANCIAL CORP	$14.6M	63,587	−907	TRIM
282	Vanguard Personalized Indexing Management, LLC	$14.6M	63,406	+4,742	ADD
283	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$14.5M	62,925	+2,918	ADD
284	Lombard Odier Asset Management (Switzerland) SA	$14.3M	62,135	+21,065	ADD
285	DAVENPORT & Co LLC	$14.2M	61,870	−1,048	TRIM
286	Pathstone Holdings, LLC	$14.1M	61,355	+1,285	ADD
287	ASSOCIATED BANC-CORP	$13.9M	60,482	−544	TRIM
288	Atlantic Union Bankshares Corp	$13.8M	60,258	+7,976	ADD
289	Utah Retirement Systems	$13.8M	60,148	−938	TRIM
290	Moors & Cabot, Inc.	$13.7M	59,477	−507	TRIM
291	RBO & CO LLC	$13.6M	59,209	−638	TRIM
292	PERRYMAN FINANCIAL ADVISORY INC /AD	$13.5M	58,816	+35	ADD
293	Galvin, Gaustad & Stein, LLC	$13.4M	58,394	−26,307	TRIM
294	CI INVESTMENTS INC.	$13.4M	58,154	+10,178	ADD
295	NorthCrest Asset Manangement, LLC	$13.3M	56,358	−32,225	TRIM
296	Miramar Capital, LLC	$13.3M	57,681	−1,142	TRIM
297	Buck Wealth Strategies, LLC	$13.1M	57,107	+1,171	ADD
298	Robeco Institutional Asset Management B.V.	$13.1M	57,057	−221	TRIM
299	HFR Wealth Management, LLC	$13.1M	56,945	−956	TRIM
300	CONNORS INVESTOR SERVICES INC	$13.1M	56,887	+56,887	NEW
301	Skye Global Management LP	$13.1M	56,800	+56,800	NEW
302	Rakuten Investment Management, Inc.	$13.0M	56,658	+6,537	ADD
303	Swiss Life Asset Management Ltd	$13.0M	56,586	+9,243	ADD
304	PUBLIC SECTOR PENSION INVESTMENT BOARD	$12.8M	55,906	+11,762	ADD
305	Banque Cantonale Vaudoise	$12.8M	55,865	+835	ADD
306	BLB&B Advisors, LLC	$12.8M	55,692	+1,149	ADD
307	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$12.7M	55,436	+1,346	ADD
308	UMB Bank, n.a.	$12.7M	55,256	−815	TRIM
309	QRG CAPITAL MANAGEMENT, INC.	$12.6M	54,888	+35,841	ADD
310	Cresset Asset Management, LLC	$12.5M	54,471	−870	TRIM
311	TLW Wealth Management, LLC	$12.5M	54,300	+1,079	ADD
312	ProShare Advisors LLC	$12.4M	53,959	−14,135	TRIM
313	NEOS Investment Management LLC	$12.2M	53,026	+3,443	ADD
314	Prospera Financial Services Inc	$12.2M	52,908	−1,447	TRIM
315	Advisors Asset Management, Inc.	$12.1M	52,697	−906	TRIM
316	Steward Partners Investment Advisory, LLC	$12.1M	52,600	+12,979	ADD
317	F/m Investments LLC	$12.1M	52,473	−12,060	TRIM
318	MOTCO	$11.9M	51,645	+641	ADD
319	Danica Pension, Livsforsikringsaktieselskab	$11.9M	51,606	+51,606	NEW
320	Envestnet Portfolio Solutions, Inc.	$11.6M	50,534	−6,844	TRIM
321	Groupe la Francaise	$11.6M	52,499	−29,296	TRIM
322	ASR Vermogensbeheer N.V.	$11.5M	49,941	+1,104	ADD
323	Boston Common Asset Management, LLC	$11.4M	49,504	−16,875	TRIM
324	Fulcrum Capital LLC	$11.3M	49,047	−102	TRIM
325	Hemenway Trust Co LLC	$11.3M	49,021	+25	ADD
326	Janus Henderson Group Ltd.	$11.2M	48,965	−1,782	TRIM
327	ALLIANZ SE	$11.2M	48,929	+43	ADD
328	KEYBANK NATIONAL ASSOCIATION/OH	$10.7M	46,603	+5,092	ADD
329	FEDERATED HERMES, INC.	$10.7M	46,395	−1,115	TRIM
330	YOUSIF CAPITAL MANAGEMENT, LLC	$10.6M	46,171	−2,307	TRIM
331	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	$10.5M	45,692	+103	ADD
332	HB Wealth Management, LLC	$10.4M	45,414	−292	TRIM
333	McKinley Carter Wealth Services, Inc.	$10.4M	45,191	−244	TRIM
334	Trexquant Investment LP	$10.4M	45,112	−45,873	TRIM
335	Carnegie Investment Counsel	$10.3M	44,816	+500	ADD
336	Douglass Winthrop Advisors, LLC	$10.2M	44,581	+1,344	ADD
337	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$10.1M	44,034	+11,109	ADD
338	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$10.0M	43,567	+43,567	NEW
339	Beacon Pointe Advisors, LLC	$10.0M	43,369	+6,386	ADD
340	Red Door Wealth Management, LLC	$9.9M	42,951	+790	ADD
341	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$9.8M	42,543	+100	ADD
342	Avanza Fonder AB	$9.8M	42,469	−2,592	TRIM
343	FIRST CITIZENS BANK & TRUST CO	$9.7M	42,384	+318	ADD
344	MATTERN CAPITAL MANAGEMENT, LLC	$9.7M	42,361	+37,547	ADD
345	LBP AM SA	$9.7M	42,194	−4,446	TRIM
346	TSP Capital Management Group, LLC	$9.5M	41,465	−300	TRIM
347	OP Asset Management Ltd	$9.4M	40,834	—	NO PRIOR
348	Advisors Capital Management, LLC	$9.3M	40,674	+8,436	ADD
349	Purus Wealth Management, LLC	$9.3M	40,673	−135	TRIM
350	Composition Wealth, LLC	$9.3M	40,377	+1,026	ADD
351	Concurrent Investment Advisors, LLC	$9.2M	40,208	+1,842	ADD
352	4D Advisors, LLC	$9.2M	40,000	+40,000	NEW
353	Sigma Planning Corp	$9.1M	39,817	−1,770	TRIM
354	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$9.1M	39,479	−329	TRIM
355	Verition Fund Management LLC	$9.0M	39,290	−18,861	TRIM
356	Vest Financial, LLC	$9.0M	39,008	+5,735	ADD
357	HIGHLAND CAPITAL MANAGEMENT, LLC	$8.9M	38,753	−8,319	TRIM
358	Intesa Sanpaolo Wealth Management	$8.9M	38,743	−4,059	TRIM
359	Marietta Wealth Management, LLC	$8.8M	38,216	+751	ADD
360	BEACON INVESTMENT ADVISORY SERVICES, INC.	$8.8M	38,195	+3,333	ADD
361	Palmer Knight Co	$8.7M	37,955	−108	TRIM
362	Nordwand Advisors, LLC	$8.7M	37,694	+55	ADD
363	Private Advisory Group LLC	$8.6M	37,493	+37,493	NEW
364	GLENMEDE TRUST CO NA	$8.6M	37,312	+643	ADD
365	Palumbo Wealth Management LLC	$8.6M	37,289	+75	ADD
366	Gotham Asset Management, LLC	$8.5M	37,009	−1,684	TRIM
367	MACQUARIE GROUP LTD	$8.5M	36,834	−16,474	TRIM
368	Journey Advisory Group, LLC	$8.4M	36,723	+261	ADD
369	MidFirst Bank	$8.4M	36,470	+972	ADD
370	Strategic Advisors LLC	$8.2M	35,894	+62	ADD
371	Ethic Inc.	$8.2M	35,684	+4,544	ADD
372	J.W. COLE ADVISORS, INC.	$8.2M	35,670	−908	TRIM
373	Inlet Private Wealth, LLC	$8.1M	35,233	−3,350	TRIM
374	Greystone Financial Group, LLC	$8.1M	35,158	−22,912	TRIM
375	Asset Advisors Investment Management, LLC	$7.8M	34,120	+2,162	ADD
376	DLK Investment Management, LLC	$7.7M	33,382	−37	TRIM
377	Trinity Legacy Partners, LLC	$7.7M	33,755	+872	ADD
378	River Wealth Advisors LLC	$7.7M	33,344	+2,849	ADD
379	First National Bank of Mount Dora, Trust Investment Services	$7.5M	32,627	—	NO PRIOR
380	GLOBALT Investments LLC / GA	$7.4M	32,308	−5,854	TRIM
381	Ascent Wealth Partners, LLC	$7.4M	32,231	+876	ADD
382	LEAVELL INVESTMENT MANAGEMENT, INC.	$7.4M	32,058	+80	ADD
383	Sand Hill Global Advisors, LLC	$7.3M	31,904	−190	TRIM
384	RBA Wealth Management, LLC	$7.3M	31,769	−257	TRIM
385	PANAGORA ASSET MANAGEMENT INC	$7.3M	31,758	+27,115	ADD
386	United Asset Strategies, Inc.	$7.3M	31,644	−35,022	TRIM
387	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$7.3M	31,570	+31,570	NEW
388	Aptus Capital Advisors, LLC	$7.2M	31,293	+15,923	ADD
389	Belpointe Asset Management LLC	$7.1M	31,112	+7,280	ADD
390	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$7.1M	31,076	−707	TRIM
391	Vident Advisory, LLC	$7.1M	30,811	+7,748	ADD
392	Empowered Funds, LLC	$7.1M	30,790	+5,220	ADD
393	GHP Investment Advisors, Inc.	$7.0M	30,577	+4,607	ADD
394	DIVERSIFY WEALTH MANAGEMENT, LLC	$7.0M	30,460	+15,339	ADD
395	Van Hulzen Asset Management, LLC	$6.9M	30,087	+26,487	ADD
396	Atria Investments, Inc	$6.9M	30,002	+1,472	ADD
397	STRATEGY ASSET MANAGERS LLC	$6.8M	29,725	+939	ADD
398	CCM INVESTMENT ADVISERS LLC	$6.8M	29,689	+29,689	NEW
399	SALEM INVESTMENT COUNSELORS INC	$6.8M	29,622	−266	TRIM
400	MILLENNIUM MANAGEMENT LLC	$6.7M	29,304	−562,351	TRIM
401	Brookstone Capital Management	$6.6M	28,889	−959	TRIM
402	LGT Fund Management Co Ltd.	$6.6M	28,715	+231	ADD
403	Crossmark Global Holdings, Inc.	$6.5M	28,456	—	NO PRIOR
404	BECKER CAPITAL MANAGEMENT INC	$6.5M	28,344	+3,992	ADD
405	MASTERINVEST Kapitalanlage GmbH	$6.5M	28,311	+5,280	ADD
406	Decker Wealth Management LLC	$6.5M	28,304	—	NO PRIOR
407	Chapman Investment Management, LLC	$6.5M	28,275	+226	ADD
408	Strategic Wealth Investment Group, LLC	$6.5M	28,253	+225	ADD
409	McDonough Capital Management, Inc	$6.5M	28,104	−418	TRIM
410	Sitrin Capital Management LLC	$6.4M	27,893	−43	TRIM
411	Equitable Holdings, Inc.	$6.3M	28,648	−2,178	TRIM
412	Royal Fund Management, LLC	$6.3M	27,358	−25,450	TRIM
413	BAR HARBOR WEALTH MANAGEMENT	$6.3M	27,270	+401	ADD
414	WINDWARD CAPITAL MANAGEMENT CO /CA	$6.2M	27,172	+77	ADD
415	KESTRA PRIVATE WEALTH SERVICES, LLC	$6.2M	26,883	+1,373	ADD
416	BTC Capital Management, Inc.	$6.2M	26,821	+2,595	ADD
417	DENALI ADVISORS LLC	$6.1M	26,726	−27	TRIM
418	RENAISSANCE TECHNOLOGIES LLC	$6.1M	26,700	+26,700	NEW
419	Capital International, Inc./CA/	$6.1M	26,371	+4,541	ADD
420	Left Brain Wealth Management, LLC	$6.0M	26,246	+162	ADD
421	CFO4Life Group, LLC	$6.0M	26,137	−325	TRIM
422	Lido Advisors, LLC	$6.0M	26,106	−244	TRIM
423	Sandhill Capital Partners LLC	$6.0M	25,914	−1,661	TRIM
424	BROOKFIELD Corp /ON/	$5.9M	25,879	+5,965	ADD
425	Banque Transatlantique SA	$5.9M	25,732	+24,957	ADD
426	1832 Asset Management L.P.	$5.9M	25,638	−512	TRIM
427	Hennion & Walsh Asset Management, Inc.	$5.9M	25,597	−4,799	TRIM
428	Evergreen Private Wealth LLC	$5.9M	25,580	−541	TRIM
429	CENTRAL TRUST Co	$5.9M	25,501	+667	ADD
430	Perigon Wealth Management, LLC	$5.8M	25,412	+1,417	ADD
431	LS Investment Advisors, LLC	$5.8M	25,390	−1,123	TRIM
432	INTECH INVESTMENT MANAGEMENT LLC	$5.7M	25,008	−7,509	TRIM
433	ALPINE WOODS CAPITAL INVESTORS, LLC	$5.7M	24,723	+16,653	ADD
434	Glen Eagle Advisors, LLC	$5.7M	24,673	−1,324	TRIM
435	Northwest & Ethical Investments L.P.	$5.7M	24,643	−119,459	TRIM
436	BOWEN HANES & CO INC	$5.7M	24,629	0	NO CHANGE
437	SHERMAN PORFOLIOS, LLC	$5.7M	24,618	+1,972	ADD
438	BRADLEY FOSTER & SARGENT INC/CT	$5.7M	24,617	−1,011	TRIM
439	Rockline Wealth Management, LLC	$5.6M	24,500	−555	TRIM
440	JANE STREET GROUP, LLC	$5.6M	24,487	−2,065	TRIM
441	STRATEGIC PLANNING GROUP, LLC	$5.6M	24,428	+24,428	NEW
442	EXENCIAL WEALTH ADVISORS, LLC	$5.6M	24,256	−691	TRIM
443	TOTH FINANCIAL ADVISORY CORP	$5.6M	24,250	+1,180	ADD
444	NewEdge Wealth, LLC	$5.6M	24,213	−3,280	TRIM
445	Hamilton Point Investment Advisors, LLC	$5.6M	24,210	+7	ADD
446	Rafferty Asset Management, LLC	$5.6M	24,167	−8,850	TRIM
447	NTV ASSET MANAGEMENT LLC	$5.5M	24,016	−638	TRIM
448	Principle Wealth Partners LLC	$5.5M	23,988	−899	TRIM
449	JERICHO FINANCIAL, LLP	$5.5M	23,825	−1,068	TRIM
450	Siemens Fonds Invest GmbH	$5.5M	23,820	+1,057	ADD
451	Community Financial Services Group, LLC	$5.5M	23,665	+23,665	NEW
452	BCS Private Wealth Management, Inc.	$5.5M	23,775	+1,006	ADD
453	Wealthcare Advisory Partners LLC	$5.5M	23,753	+496	ADD
454	KKM Financial LLC	$5.5M	24,838	0	NO CHANGE
455	Core Alternative Capital	$5.4M	23,649	−2,017	TRIM
456	PINKERTON WEALTH, LLC	$5.4M	24,672	−304	TRIM
457	Laird Norton Wetherby Trust Company, LLC	$5.4M	23,486	−345	TRIM
458	Westhampton Capital, LLC	$5.4M	23,390	−40	TRIM
459	Allworth Financial LP	$5.4M	23,381	+381	ADD
460	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$5.4M	23,306	−2,246	TRIM
461	ROMANO BROTHERS AND COMPANY	$5.3M	23,260	−225	TRIM
462	Meiji Yasuda America Inc	$5.3M	23,194	−318	TRIM
463	CVFG LLC	$5.3M	23,168	+23,168	NEW
464	PRUDENTIAL PLC	$5.3M	23,041	+6,433	ADD
465	Moran Wealth Management, LLC	$5.3M	23,010	+60	ADD
466	FIRST NATIONAL BANK OF OMAHA	$5.3M	22,973	−125	TRIM
467	Advisors Preferred, LLC	$5.3M	2,296	+1,013	ADD
468	XTX Topco Ltd	$5.3M	22,942	+22,942	NEW
469	RITHOLTZ WEALTH MANAGEMENT	$5.2M	22,795	+2,158	ADD
470	Regal Investment Advisors LLC	$5.2M	22,758	+1,923	ADD
471	Jain Global LLC	$5.2M	22,569	+22,569	NEW
472	MIZUHO SECURITIES USA LLC	$5.2M	22,433	−4,554	TRIM
473	MONEY CONCEPTS CAPITAL CORP	$5.2M	22,421	+1,199	ADD
474	Signet Investment Advisory Group, Inc.	$5.2M	22,417	+592	ADD
475	Asset One Wealth Management LLC	$5.1M	22,734	+3,613	ADD
476	D. E. Shaw & Co., Inc.	$5.0M	21,975	+20,981	ADD
477	SMA Capital LLC	$5.0M	21,947	+21,947	NEW
478	Patrick Mauro Investment Advisor, INC.	$5.0M	21,845	−99	TRIM
479	AG2R LA MONDIALE GESTION D'ACTIFS	$5.0M	21,837	+289	ADD
480	Bell Asset Management Ltd	$5.0M	21,801	−5,171	TRIM
481	EFG International AG	$4.9M	21,503	−196	TRIM
482	AE Wealth Management LLC	$4.9M	21,462	+4,816	ADD
483	Savant Capital, LLC	$4.9M	21,456	+3,152	ADD
484	SageGuard Financial Group, LLC	$4.9M	21,326	−5,339	TRIM
485	Mission Creek Capital Partners, Inc.	$4.9M	21,258	+194	ADD
486	Great Diamond Partners, LLC	$4.9M	21,192	+587	ADD
487	HARTFORD INVESTMENT MANAGEMENT CO	$4.9M	21,185	−252	TRIM
488	CHOREO, LLC	$4.8M	21,092	+1,542	ADD
489	Jacobi Capital Management LLC	$4.8M	20,845	−538	TRIM
490	Mystic Asset Management, Inc.	$4.8M	20,773	+177	ADD
491	Summit Financial, LLC	$4.8M	20,677	+10,016	ADD
492	HALL CAPITAL MANAGEMENT CO INC	$4.7M	20,304	+3	ADD
493	BEACON FINANCIAL GROUP	$4.7M	20,491	—	NO PRIOR
494	Shelter Rock Management, LLC	$4.7M	20,381	+1,699	ADD
495	Stanley-Laman Group, Ltd.	$4.7M	20,358	+772	ADD
496	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$4.6M	20,189	+20,189	NEW
497	Coastline Trust Co	$4.6M	20,092	−42	TRIM
498	NAPLES GLOBAL ADVISORS, LLC	$4.6M	20,054	+754	ADD
499	OPUS INVESTMENT MANAGEMENT INC	$4.6M	20,000	0	NO CHANGE
500	Annex Advisory Services, LLC	$4.6M	19,946	−6,452	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · WM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 3 Gates Foundation Trust, Gotham Asset Management, Moore Capital Management $6.4B held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · Waste Management Inc

Merged timeline of congressional filings and notable-manager moves on WM
Date	Who	Change	Size
2026-05-15	Gates Foundation Trust 13F	TRIM	−1,292,000 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−1,684 sh
2026-05-15	Moore Capital Management 13F	EXIT	−47,124 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

24 members of Congress disclosed WM — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).