WM Waste Management, Inc.
Waste Management, Inc. (WM) Institutional Ownership
What the institutions did with WM last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| PARK NATIONAL CORP /OH/ | 182.2K | 35.9% |
| EASTERN BANK | 161.5K | 31.8% |
| TOMPKINS FINANCIAL CORP | 61.7K | 12.2% |
| MassMutual Private Wealth & Trust, FSB | 41.4K | 8.1% |
| Coastline Trust Co | 19.7K | 3.9% |
| Polaris Financial Partners | 11.7K | 2.3% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 9.5K | 1.9% |
| Central Pacific Bank - Trust Division | 4.0K | 0.8% |
| CX Institutional | 3.2K | 0.6% |
| Montecito Bank & Trust | 3.0K | 0.6% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 3.0K | 0.6% |
| ROCKLAND TRUST CO | 1.4K | 0.3% |
| Versant Capital Management, Inc | 1.4K | 0.3% |
| Eastover Investment Advisors LLC | 1.1K | 0.2% |
| Stonebridge Financial Group, LLC | 1.0K | 0.2% |
| Rosenberg Matthew Hamilton | 876 | 0.2% |
| Planning Strategies Inc. | 353 | 0.1% |
| Miller Global Investments, LLC | 337 | 0.1% |
| Sarver Vrooman Wealth Advisors | 317 | 0.1% |
| Gladwyn Financial Advisors, Inc. | 254 | 0.1% |
| Roxbury Financial LLC | 112 | 0.0% |
| Hickory Point Bank & Trust | 100 | 0.0% |
| General Partner, Inc. | 47 | 0.0% |
| Olistico Wealth, LLC | 6 | 0.0% |
| Noble Wealth Management PBC | 5 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| PARK NATIONAL CORP /OH/ | Increased | 175.8K | 182.2K | +6.4K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 44.5K | 41.4K | -3.1K |
| EASTERN BANK | Increased | 159.4K | 161.5K | +2.1K |
| TOMPKINS FINANCIAL CORP | Reduced | 63.0K | 61.7K | -1.3K |
| Versant Capital Management, Inc | Reduced | 2.3K | 1.4K | -969 |
| CX Institutional | Reduced | 3.5K | 3.2K | -364 |
| Coastline Trust Co | Reduced | 20.0K | 19.7K | -355 |
| ROCKLAND TRUST CO | Reduced | 1.5K | 1.4K | -75 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 3.0K | 3.0K | -54 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 9.5K | 9.5K | -49 |
| Planning Strategies Inc. | Reduced | 395 | 353 | -42 |
| Stonebridge Financial Group, LLC | Reduced | 1.1K | 1.0K | -33 |
| Eastover Investment Advisors LLC | Increased | 1.1K | 1.1K | +20 |
| Montecito Bank & Trust | Reduced | 3.0K | 3.0K | -9 |
| Noble Wealth Management PBC | Increased | 3 | 5 | +2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.