WASTE MGMT INC DEL (WM)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
108
Reporting holders
$260.6M
Reported value
0.0%
Calls
0.0%
Puts
-2,271
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PARK NATIONAL CORP /OH/ | $37.2M | 182,190 | 1.01% | 32q | +3.6%+$1.3M |
| Quintet Private Bank (Europe) S.A. | $35.5M | 173,918 | 1.56% | 16q | +54.9%+$12.6M |
| EASTERN BANK | $32.9M | 161,483 | 0.50% | 9q | +1.3%+$432.7K |
| SAPIENT CAPITAL LLC | $15.6M | 76,445 | 0.21% | 12q | -50.5%-$15.9M |
| TOMPKINS FINANCIAL CORP | $12.6M | 61,739 | 0.89% | 31q | -2.0%-$258.2K |
| Galvin, Gaustad & Stein, LLC | $10.6M | 52,175 | 0.80% | 24q | -5.1%-$577.3K |
| MassMutual Private Wealth & Trust, FSB | $8.4M | 41,385 | 0.22% | 32q | -7.0%-$634.2K |
| Farther Finance Advisors, LLC | $7.4M | 36,347 | 0.05% | 16q | +31.4%+$1.8M |
| DLK Investment Management, LLC | $6.9M | 33,643 | 2.50% | 12q | +0.7%+$49.6K |
| Decker Wealth Management LLC | $6.0M | 29,470 | 1.22% | 4q | +14.6%+$763.7K |
| HALL LAURIE J TRUSTEE | $5.4M | 26,431 | 1.72% | 30q | -1.1%-$61.0K |
| TITLEIST ASSET MANAGEMENT, LLC | $5.0M | 24,466 | 0.32% | 15q | +104.3%+$2.5M |
| TOTH FINANCIAL ADVISORY CORP | $5.0M | 24,429 | 0.50% | 31q | -0.7%-$33.6K |
| Coastline Trust Co | $4.0M | 19,687 | 0.37% | 32q | -1.8%-$72.4K |
| YHB Investment Advisors, Inc. | $3.4M | 16,438 | 0.21% | 32q | +6.5%+$204.7K |
| ALKEME WEALTH, LLC | $2.9M | 14,215 | 1.09% | 32q | HELD |
| Brown Shipley& Co Ltd | $2.7M | 13,252 | 1.30% | 15q | +1.9%+$50.6K |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $2.6M | 12,937 | 0.06% | 8q | +16.0%+$363.4K |
| Bell Asset Management Ltd | $2.6M | 12,659 | 0.93% | 5q | -42.9%-$1.9M |
| Valeo Financial Advisors, LLC | $2.1M | 10,121 | 0.04% | 32q | +1.6%+$32.6K |
| GAMMA Investing LLC | $2.1M | 10,055 | 0.07% | 12q | -7.5%-$167.2K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $1.9M | 9,464 | 0.02% | 32q | -0.5%-$10.0K |
| Castle Rock Wealth Management, LLC | $1.9M | 8,994 | 0.35% | 30q | -11.1%-$233.4K |
| Werlinich Asset Management, LLC | $1.8M | 8,746 | 0.69% | 15q | +2.1%+$36.3K |
| Legacy Wealth Asset Management, LLC | $1.8M | 8,705 | 0.39% | 17q | +175.0%+$1.1M |
| Venture Visionary Partners LLC | $1.7M | 8,352 | 0.04% | 24q | +4.3%+$70.2K |
| Family Legacy Financial Solutions, LLC | $1.7M | 8,188 | 0.97% | 6q | +3.0%+$48.5K |
| ARMSTRONG ADVISORY GROUP, INC | $1.6M | 7,854 | 0.10% | 16q | HELD |
| CENTRAL BANK & TRUST CO | $1.6M | 7,775 | 0.23% | 5q | +4.1%+$62.0K |
| MFG WEALTH MANAGEMENT, INC. | $1.4M | 6,986 | 1.03% | 2q | +20.5%+$242.5K |
| Wedmont Private Capital | $1.3M | 6,311 | 0.03% | 19q | +2.7%+$35.3K |
| Bank of New Hampshire | $1.3M | 6,453 | 0.28% | 22q | -1.8%-$24.5K |
| ANB BANK | $1.3M | 6,433 | 0.47% | 8q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $1.3M | 6,219 | 0.12% | 28q | -3.3%-$42.6K |
| Shelter Rock Management, LLC | $1.3M | 6,217 | 1.17% | 4q | -5.7%-$75.1K |
| Avidian Wealth Enterprises, LLC | $1.2M | 5,919 | 0.03% | 32q | -5.7%-$73.4K |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $1.2M | 5,646 | 0.60% | 12q | HELD |
| Apella Capital, LLC | $1.1M | 5,159 | 0.01% | 19q | +7.5%+$75.0K |
| Monument Capital Management | $1.0M | 5,013 | 0.21% | 32q | +0.5%+$5.3K |
| CoreCap Advisors, LLC | $970.5K | 4,759 | 0.03% | 13q | -0.7%-$6.5K |
| Veracity Capital LLC | $953.2K | 4,674 | 0.26% | 12q | +1.1%+$10.0K |
| CYPRESS ASSET MANAGEMENT INC/TX | $874.4K | 4,288 | 0.17% | 32q | HELD |
| HF Advisory Group, LLC | $854.5K | 4,190 | 0.25% | 16q | -1.3%-$11.4K |
| Hardin Capital Partners, LLC | $810.2K | 3,973 | 0.40% | 7q | HELD |
| Central Pacific Bank - Trust Division | $806.9K | 3,957 | 0.08% | 11q | HELD |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $721.0K | 3,535 | 0.52% | 4q | +10.2%+$66.7K |
| GILPIN WEALTH MANAGEMENT, LLC | $706.0K | 3,462 | 0.48% | 4q | -3.0%-$22.0K |
| RFG - Bristol Wealth Advisors, LLC | $689.6K | 3,382 | 0.16% | 8q | -2.0%-$14.1K |
| VISTA INVESTMENT PARTNERS LLC | $688.8K | 3,378 | 0.18% | new | NEW |
| Bill Few Associates, Inc. | $673.5K | 3,303 | 0.14% | 20q | -2.5%-$16.9K |
| TILIA FIDUCIARY PARTNERS, INC. | $639.7K | 3,138 | 0.15% | 20q | +98.6%+$317.6K |
| Trust Co | $629.3K | 3,086 | 0.05% | 32q | +1.1%+$7.1K |
| Douglas Lane & Associates, LLC | $629.2K | 3,085 | 0.01% | 32q | HELD |
| Montecito Bank & Trust | $612.2K | 3,002 | 0.09% | 24q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $602.1K | 2,952 | 0.12% | 24q | -1.8%-$11.0K |
| Grove Bank & Trust | $529.4K | 2,596 | 0.05% | 16q | HELD |
| M.E. ALLISON & CO., INC. | $482.6K | 2,367 | 0.27% | 8q | -4.5%-$22.6K |
| ATWOOD & PALMER INC | $479.2K | 2,350 | 0.02% | 32q | HELD |
| Buska Wealth Management, LLC | $471.2K | 2,311 | 0.16% | 11q | +1.4%+$6.5K |
| Successful Portfolios LLC | $452.6K | 2,192 | 0.21% | 32q | HELD |
| DAVIDSON TRUST CO | $446.2K | 2,188 | 0.18% | 5q | HELD |
| Nautilus Advisors LLC | $423.9K | 2,079 | 0.26% | 8q | HELD |
| Baring Financial LLC | $421.2K | 2,066 | 0.23% | 8q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $391.7K | 1,921 | 0.03% | 18q | -3.5%-$14.3K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $357.3K | 1,752 | 0.03% | 14q | -12.5%-$51.0K |
| Green Ridge Wealth Planning LLC | $352.8K | 1,730 | 0.14% | 4q | -10.6%-$41.8K |
| SACKS & ASSOCIATES, LLC | $341.4K | 1,674 | 0.24% | 4q | HELD |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $334.4K | 1,640 | 0.19% | 8q | +0.9%+$3.1K |
| Bullock Wealth Management Group | $326.6K | 1,618 | 0.14% | 11q | HELD |
| Capital Advisors Wealth Management, LLC | $318.0K | 1,560 | 0.04% | 14q | +0.7%+$2.2K |
| Allen Mooney & Barnes Investment Advisors LLC | $316.9K | 1,554 | 0.05% | 19q | HELD |
| DIVERSIFIED MANAGEMENT INC | $299.0K | 1,466 | 0.05% | 4q | +11.0%+$29.6K |
| DECISION INVESTMENTS, INC | $295.7K | 1,450 | 0.27% | 4q | HELD |
| ROCKLAND TRUST CO | $289.2K | 1,418 | 0.01% | 20q | -5.0%-$15.3K |
| Bangor Savings Bank | $286.7K | 1,406 | 0.02% | 32q | HELD |
| Versant Capital Management, Inc | $279.2K | 1,369 | 0.02% | 32q | -41.4%-$197.6K |
| Weaver Consulting Group | $277.9K | 1,363 | 0.05% | 11q | +5.2%+$13.7K |
| Everhart Financial Group, Inc. | $265.3K | 1,301 | 0.02% | 4q | +11.3%+$26.9K |
| New Covenant Trust Company, N.A. | $264.1K | 1,295 | 0.18% | 11q | +14.6%+$33.6K |
| Acropolis Investment Management, LLC | $254.2K | 1,247 | 0.01% | 5q | -42.5%-$188.0K |
| Eastover Investment Advisors LLC | $233.3K | 1,144 | 0.09% | 3q | +1.8%+$4.1K |
| Wealth Enhancement Trust Services, Inc. | $227.8K | 1,117 | 0.02% | 4q | +42.5%+$67.9K |
| Graves Light Lenhart Wealth, Inc. | $223.2K | 1,095 | 0.02% | 24q | HELD |
| BRIGHTON SECURITIES CORP. | $223.2K | 1,095 | 0.09% | 8q | -0.8%-$1.8K |
| Balefire, LLC | $220.4K | 1,081 | 0.03% | 2q | -8.7%-$21.0K |
| Breakwater Capital Group | $215.1K | 1,055 | 0.03% | 11q | -0.6%-$1.2K |
| Stonebridge Financial Group, LLC | $213.9K | 1,049 | 0.02% | 8q | -3.0%-$6.7K |
| Castleview Partners, LLC | $202.7K | 994 | 0.09% | 2q | HELD |
| Rosenberg Matthew Hamilton | $178.6K | 876 | 0.03% | 27q | HELD |
| FIRST COMMUNITY TRUST NA | $142.7K | 700 | 0.05% | 20q | HELD |
| Pacifica Partners Inc. | $98.5K | 488 | 0.03% | 28q | -1.0%-$1.0K |
| Investors Research Corp | $81.6K | 400 | 0.01% | 31q | HELD |
| Planning Strategies Inc. | $72.0K | 353 | 0.04% | 2q | -10.6%-$8.6K |
| Miller Global Investments, LLC | $68.7K | 337 | 0.06% | 3q | HELD |
| Sarver Vrooman Wealth Advisors | $64.6K | 317 | 0.04% | 7q | HELD |
| Bank & Trust Co | $58.9K | 289 | 0.04% | 10q | HELD |
| Gladwyn Financial Advisors, Inc. | $51.7K | 254 | 0.03% | 6q | HELD |
| Byrne Asset Management LLC | $46.6K | 231 | 0.03% | 20q | HELD |
| GK Wealth Management LLC | $31.8K | 156 | 0.02% | new | NEW |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $24.5K | 120 | 0.00% | new | NEW |
Showing the largest 100 of 112 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-26 | 2026-08-24 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-05 | Carrasco Rafael | SVP of Enterprise Strategy | Sold | 2,655 | $585.3K |
| 2026-09-04 | Carroll John A. | VP & Chief Accounting Officer | Sold | 1,365 | $300.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 108 | $260.6M | 1,277,551 | 4 | 34 | 36 | 0.0% |
| Q2 2026 | 2,379 | $80.1B | 355,768,866 | 126 | 836 | 809 | 1.0% |
| Q1 2026 | 2,365 | $79.9B | 342,860,027 | 161 | 824 | 747 | 0.7% |
| Q4 2025 | 2,327 | $73.3B | 331,094,095 | 139 | 783 | 720 | 0.9% |
| Q3 2025 | 2,187 | $72.1B | 323,297,262 | 98 | 771 | 704 | 1.1% |
| Q2 2025 | 2,237 | $75.8B | 327,040,887 | 130 | 799 | 702 | 1.3% |
| Q1 2025 | 2,216 | $76.0B | 324,843,761 | 184 | 721 | 722 | 1.1% |
| Q4 2024 | 2,137 | $68.4B | 335,913,312 | 112 | 747 | 569 | 0.9% |
| Q3 2024 | 2,009 | $67.5B | 322,220,593 | 108 | 683 | 627 | 0.9% |
| Q2 2024 | 2,015 | $69.9B | 325,592,691 | 115 | 667 | 632 | 0.7% |
| Q1 2024 | 1,980 | $73.5B | 341,209,742 | 187 | 566 | 710 | 1.1% |
| Q4 2023 | 1,882 | $60.4B | 333,862,800 | 139 | 524 | 628 | 1.1% |
| Q3 2023 | 1,753 | $51.6B | 332,874,475 | 79 | 571 | 605 | 1.4% |
| Q2 2023 | 1,782 | $57.2B | 325,685,566 | 108 | 532 | 624 | 1.3% |
| Q1 2023 | 1,743 | $55.0B | 330,224,755 | 104 | 547 | 598 | 1.9% |
| Q4 2022 | 1,742 | $52.9B | 333,820,271 | 88 | 538 | 584 | 1.2% |
| Q3 2022 | 1,698 | $53.3B | 328,926,696 | 109 | 561 | 535 | 1.1% |
| Q2 2022 | 1,677 | $48.0B | 311,414,695 | 104 | 548 | 559 | 0.8% |
| Q1 2022 | 1,669 | $50.2B | 313,737,131 | 90 | 563 | 546 | 1.0% |
| Q4 2021 | 1,702 | $54.3B | 317,338,088 | 116 | 512 | 509 | 2.6% |
| Q3 2021 | 1,555 | $47.7B | 315,150,864 | 105 | 501 | 465 | 1.3% |
| Q2 2021 | 1,529 | $45.0B | 317,206,949 | 103 | 484 | 489 | 1.3% |
| Q1 2021 | 1,492 | $41.7B | 318,948,417 | 115 | 496 | 505 | 1.5% |
| Q4 2020 | 1,461 | $37.8B | 314,479,269 | 87 | 483 | 452 | 1.4% |
| Q3 2020 | 1,372 | $35.5B | 309,831,477 | 91 | 440 | 459 | 1.2% |
| Q2 2020 | 1,363 | $33.3B | 310,901,487 | 120 | 497 | 471 | 1.2% |
| Q1 2020 | 1,331 | $29.5B | 315,504,160 | 104 | 477 | 480 | 1.0% |
| Q4 2019 | 1,364 | $37.1B | 322,001,886 | 75 | 445 | 435 | 1.1% |
| Q3 2019 | 1,310 | $36.9B | 317,941,802 | 90 | 444 | 434 | 1.0% |
| Q2 2019 | 1,293 | $39.0B | 333,188,658 | 104 | 421 | 424 | 1.5% |
| Q1 2019 | 1,267 | $33.4B | 318,998,603 | 127 | 387 | 439 | 0.8% |
| Q4 2018 | 1,197 | $30.1B | 335,643,801 | 9 | 23 | 18 | 0.9% |