Who holds WMticker 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 ↗

1,932

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$69.4B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

907

addsholders whose share count rose or who opened the position (new + add), by shares

153

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

24 members of Congress disclosed WM — the congressional view ↗