Institutional Ownership Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM). We have compiled data on the 2,493 institutions that hold shares in the stock, with a total of 334 Million shares, which have been reported (via 13F filing form) to have a value of $69.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
1,573
shares
|
$329,024
0.01% of portfolio
|
Q4 2025
Reduced 2.48%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
1,570
shares
|
$328,396
0.03% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 09, 2026 Q4 2025 |
1,553
shares
|
$324,841
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 20, 2026 Q4 2025 |
1,548
shares
|
$323,795
0.05% of portfolio
|
Q4 2025
Added 7.2%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
1,546
shares
|
$323,376
0.18% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
1,546
shares
|
$323,376
0.15% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
1,544
shares
|
$322,958
0.01% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
1,544
shares
|
$322,958
0.03% of portfolio
|
Q3 2025
Reduced 35.45%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
1,544
shares
|
$322,958
0.19% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
1,540
shares
|
$322,121
0.04% of portfolio
|
Q2 2025
Reduced 15.34%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
1,536
shares
|
$321,285
0.05% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
1,533
shares
|
$320,657
0.05% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
1,533
shares
|
$320,657
0.39% of portfolio
|
Q4 2023
Added 0.99%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
1,533
shares
|
$320,657
0.06% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
1,530
shares
|
$320,030
0.06% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,530
shares
|
$320,030
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
1,516
shares
|
$317,101
0.03% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
1,512
shares
|
$316,265
0.05% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,512
shares
|
$316,265
0.13% of portfolio
|
Q3 2023
Added 11.01%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,508
shares
|
$315,428
0.02% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
1,508
shares
|
$315,428
0.01% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
1,508
shares
|
$315,428
0.06% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
1,505
shares
|
$314,800
0.05% of portfolio
|
Q4 2025
Added 17.58%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,504
shares
|
$314,591
0.09% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
1,503
shares
|
$314,382
0.01% of portfolio
|
Q3 2025
Reduced 6.65%
|
|