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 2,521 institutions that hold shares in the stock, with a total of 338 Million shares, which have been reported (via 13F filing form) to have a value of $72.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
29,138
shares
|
$6.28 Million
0.1% of portfolio
|
Q2 2025
Added 482.76%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
28,850
shares
|
$6.22 Million
0.39% of portfolio
|
Q2 2024
Added 37.38%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
28,617
shares
|
$6.17 Million
0.05% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
28,507
shares
|
$6.15 Million
0.06% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
28,393
shares
|
$6.12 Million
0.13% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
28,389
shares
|
$6.12 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Sitrin Capital Management LLC
|
Jul 23, 2025 Q2 2025 |
28,370
shares
|
$6.12 Million
3.56% of portfolio
|
Q2 2025
Reduced 12.11%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
28,172
shares
|
$6.08 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
27,877
shares
|
$6.01 Million
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
27,719
shares
|
$5.98 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
27,488
shares
|
$5.93 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
27,410
shares
|
$5.91 Million
0.96% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
27,397
shares
|
$5.91 Million
0.55% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Achmea Investment Management B.V.
|
Aug 06, 2025 Q2 2025 |
27,342
shares
|
$5.9 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
27,306
shares
|
$5.89 Million
0.09% of portfolio
|
Q2 2025
Added 39.26%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
27,134
shares
|
$5.85 Million
0.17% of portfolio
|
Q3 2023
Added 7.11%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
27,016
shares
|
$5.83 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
27,005
shares
|
$5.82 Million
1.03% of portfolio
|
Q2 2024
Reduced 8.72%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
26,825
shares
|
$5.79 Million
0.94% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
26,793
shares
|
$5.78 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
26,690
shares
|
$5.76 Million
0.03% of portfolio
|
Q2 2023
Reduced 45.17%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
26,689
shares
|
$5.76 Million
1.01% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Aug 12, 2025 Q2 2025 |
26,686
shares
|
$5.76 Million
2.15% of portfolio
|
Q2 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
26,681
shares
|
$5.75 Million
0.33% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
26,636
shares
|
$5.74 Million
1.15% of portfolio
|
Q2 2025
Added 1.9%
|