Filing Research | WM - WASTE MGMT INC DEL Institutional Holdings

Snapshot holdings

50 / 730 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	2.8MSH	$617.7M
2	BANQUE PICTET & CIE SA	Shares	1.3MSH	$287.7M
3	JOHNSON INVESTMENT COUNSEL INC	Shares	569.7KSH	$127.0M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	565.1KSH	$118.3M
5	Rathbones Group PLC	Shares	467.3KSH	$104.2M
6	ABN AMRO INVESTMENT SOLUTIONS	Shares	332.0KSH	$74.0M
7	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	312.4KSH	$69.6M
8	Ninety One UK Ltd	Shares	256.2KSH	$57.1M
9	Covea Finance	Shares	249.5KSH	$55.6M
10	Sequoia Financial Advisors, LLC	Shares	233.5KSH	$52.0M
11	CAPITAL ADVISORS INC/OK	Shares	196.4KSH	$43.8M
12	GATEWAY INVESTMENT ADVISERS LLC	Shares	192.5KSH	$42.9M
13	MOODY LYNN LIEBERSON & WALKER, LLC	Shares	179.6KSH	$40.0M
14	PARK NATIONAL CORP /OH/	Shares	175.8KSH	$39.2M
15	Assenagon Asset Management S.A.	Shares	166.9KSH	$37.2M
16	EASTERN BANK	Shares	159.4KSH	$35.5M
17	NORTHEAST INVESTMENT MANAGEMENT	Shares	139.5KSH	$31.1M
18	INVESTMENT HOUSE LLC	Shares	130.9KSH	$30.1M
19	Arbejdsmarkedets Tillaegspension	Shares	129.9KSH	$29.0M
20	BALDWIN WEALTH PARTNERS LLC/MA	Shares	120.1KSH	$26.8M
21	Quintet Private Bank (Europe) S.A.	Shares	112.2KSH	$25.0M
22	WEATHERLY ASSET MANAGEMENT L. P.	Shares	111.2KSH	$24.8M
23	Czech National Bank	Shares	105.2KSH	$23.4M
24	Boston Trust Walden Corp	Shares	99.5KSH	$22.2M
25	BENJAMIN EDWARDS INC	Shares	97.7KSH	$21.8M
26	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	97.4KSH	$21.7M
27	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	94.5KSH	$21.1M
28	Chesley Taft & Associates LLC	Shares	92.5KSH	$20.6M
29	D.A. DAVIDSON & CO.	Shares	91.9KSH	$20.5M
30	Westchester Capital Management, Inc.	Shares	88.6KSH	$19.7M
31	IFM Investors Pty Ltd	Shares	84.3KSH	$18.8M
32	Townsend & Associates, Inc	Shares	77.7KSH	$18.6M
33	Mirae Asset Global Investments Co., Ltd.	Shares	81.1KSH	$18.1M
34	NORRIS PERNE & FRENCH LLP/MI	Shares	77.9KSH	$17.4M
35	SAPIENT CAPITAL LLC	Shares	77.3KSH	$17.2M
36	PBU - The Pension Fund of Early Childhood & Youth Educators	Shares	76.7KSH	$17.1M
37	Perpetual Ltd	Shares	76.5KSH	$17.1M
38	Edge Wealth Management LLC	Shares	75.4KSH	$16.8M
39	PensionDanmark Pensionsforsikringsaktieselskab	Shares	74.7KSH	$16.6M
40	CIDEL ASSET MANAGEMENT INC	Shares	74.7KSH	$16.6M
41	Baker Chad R	Shares	71.5KSH	$15.9M
42	LMCG INVESTMENTS, LLC	Shares	69.8KSH	$15.6M
43	Quilter Plc	Shares	69.3KSH	$15.4M
44	Apollon Wealth Management, LLC	Shares	69.1KSH	$15.4M
45	Union Bancaire Privee, UBP SA	Shares	77.2KSH	$15.4M
46	FARMERS & MERCHANTS INVESTMENTS INC	Shares	68.3KSH	$15.2M
47	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	67.3KSH	$15.0M
48	Bank Pictet & Cie (Europe) AG	Shares	66.2KSH	$14.8M
49	TCV Trust & Wealth Management, Inc.	Shares	64.6KSH	$14.4M
50	TOMPKINS FINANCIAL CORP	Shares	63.0KSH	$14.0M

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Manager changes2026-06-30 vs 2026-03-31

50 / 761 loaded

#		Instrument
1	Swedbank AB added	Shares	+378.6K	+$67.8M	$617.7M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+77.8K	+$16.8M	$118.3M
3	Fideuram Asset Management (Ireland) dac added	Shares	+61.2K	+$13.2M	$13.4M
4	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+53.4K	+$11.6M	$21.7M
5	Chapman Investment Management, LLC new	PUT	+27.2K	+$6.1M	$6.1M
6	Brookstone Capital Management added	Shares	+24.4K	+$5.2M	$11.9M
7	CHEMUNG CANAL TRUST CO new	Shares	+18.5K	+$4.1M	$4.1M
8	BENJAMIN EDWARDS INC added	Shares	+20.7K	+$4.1M	$21.8M
9	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC new	Shares	+17.5K	+$3.9M	$3.9M
10	Fortis Group Advisors, LLC added	Shares	+15.2K	+$3.3M	$5.0M
11	Y-Intercept (Hong Kong) Ltd new	Shares	+14.8K	+$3.3M	$3.3M
12	Arbejdsmarkedets Tillaegspension added	Shares	+17.3K	+$3.1M	$29.0M
13	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new	Shares	+12.7K	+$2.8M	$2.8M
14	Covea Finance added	Shares	+17.8K	+$2.4M	$55.6M
15	Sequoia Financial Advisors, LLC added	Shares	+16.9K	+$2.3M	$52.0M
16	Ninety One North America, Inc. added	Shares	+10.3K	+$2.0M	$12.1M
17	GHP Investment Advisors, Inc. added	Shares	+8.2K	+$1.6M	$8.6M
18	Townsend & Associates, Inc added	Shares	+1.6K	+$1.5M	$18.6M
19	IFM Investors Pty Ltd added	Shares	+8.8K	+$1.4M	$18.8M
20	MFG WEALTH MANAGEMENT, INC. new	Shares	+5.8K	+$1.3M	$1.3M
21	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+5.8K	+$1.3M	$1.5M
22	SIERRA SUMMIT ADVISORS LLC new	Shares	+5.6K	+$1.3M	$1.3M
23	L. Roy Papp & Associates, LLP added	Shares	+5.7K	+$1.2M	$4.2M
24	Sunpointe, LLC new	Shares	+4.9K	+$1.1M	$1.1M
25	Boston Common Asset Management, LLC added	Shares	+6.4K	+$1.1M	$12.5M
26	Trinity Legacy Partners, LLC added	Shares	+2.2K	+$1.0M	$8.7M
27	KAVAR CAPITAL PARTNERS GROUP, LLC added	Shares	+4.8K	+$1.0M	$3.2M
28	Cache Advisors, LLC new	Shares	+4.5K	+$1.0M	$1.0M
29	Diversified Trust Co added	Shares	+4.4K	+$925.9K	$2.4M
30	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+4.5K	+$914.2K	$3.6M
31	Fragasso Financial Advisors Inc new	Shares	+4.1K	+$906.3K	$906.3K
32	Intesa Sanpaolo Wealth Management added	Shares	+5.0K	+$852.3K	$9.8M
33	Robeco Institutional Asset Management B.V. added	Shares	+5.5K	+$827.1K	$13.9M
34	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+6.4K	+$826.0K	$21.1M
35	Rydar Equities, Inc. added	Shares	+2.8K	+$773.4K	$3.3M
36	YHB Investment Advisors, Inc. added	Shares	+3.5K	+$699.7K	$3.4M
37	DB Fitzpatrick & Co, Inc added	Shares	+3.1K	+$646.3K	$1.8M
38	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+5.0K	+$627.0K	$16.6M
39	WT Wealth Management added	Shares	+2.7K	+$546.0K	$2.1M
40	Avanza Fonder AB added	Shares	+3.7K	+$528.3K	$10.3M
41	Gallacher Capital Management LLC new	Shares	+2.3K	+$520.0K	$520.0K
42	Freedom Day Solutions, LLC new	Shares	+2.2K	+$500.4K	$500.4K
43	CIDEL ASSET MANAGEMENT INC added	Shares	+4.4K	+$494.5K	$16.6M
44	Apollon Wealth Management, LLC added	Shares	+4.2K	+$486.5K	$15.4M
45	Vertrix Wealth Management, LLC added	Shares	+2.6K	+$465.6K	$4.6M
46	RDA Financial Network added	Shares	+2.3K	+$447.1K	$2.5M
47	RFG Advisory, LLC added	Shares	+2.1K	+$438.7K	$1.3M
48	Waterway Wealth Management, LLC added	Shares	+1.8K	+$392.5K	$1.0M
49	MISSION WEALTH MANAGEMENT, LP added	Shares	+2.0K	+$382.2K	$2.6M
50	AEGON ASSET MANAGEMENT UK PLC added	Shares	+1.8K	+$378.2K	$987.8K

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