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 |
|---|---|---|---|---|---|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
25,026
shares
|
$5.4 Million
0.58% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
25,009
shares
|
$5.39 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
24,882
shares
|
$5.37 Million
0.27% of portfolio
|
Q2 2025
Added 13.68%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
24,400
shares
|
$5.26 Million
0.04% of portfolio
|
Q3 2022
Added 1132.95%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
24,340
shares
|
$5.25 Million
0.24% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
24,285
shares
|
$5.24 Million
0.18% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
24,208
shares
|
$5.22 Million
0.09% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Aug 05, 2025 Q2 2025 |
24,208
shares
|
$5.22 Million
1.31% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
24,171
shares
|
$5.21 Million
0.05% of portfolio
|
Q2 2025
Added 29.15%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2025 Q2 2025 |
24,170
shares
|
$5.21 Million
0.29% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
24,083
shares
|
$5.19 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
23,963
shares
|
$5.17 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
23,948
shares
|
$5.16 Million
2.62% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
23,893
shares
|
$5.15 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
23,799
shares
|
$5.13 Million
0.91% of portfolio
|
Q2 2025
Reduced 37.92%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
23,719
shares
|
$5.12 Million
0.6% of portfolio
|
Q2 2024
Reduced 3.69%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
23,625
shares
|
$5.09 Million
0.25% of portfolio
|
Q2 2025
Added 22.54%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
23,580
shares
|
$5.09 Million
2.89% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
23,516
shares
|
$5.07 Million
0.99% of portfolio
|
Q2 2025
Added 24.02%
|
|
|
Symmetry Investments LP
|
Aug 14, 2025 Q2 2025 |
23,273
shares
|
$5.02 Million
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Jericho Financial, LLP
Westerville, OH |
Aug 01, 2025 Q2 2025 |
23,273
shares
|
$5.02 Million
3.51% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
23,261
shares
|
$5.02 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Aug 12, 2025 Q2 2025 |
23,147
shares
|
$4.99 Million
0.02% of portfolio
|
Q2 2025
Reduced 48.49%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
23,009
shares
|
$4.96 Million
0.9% of portfolio
|
Q2 2025
Added 106.45%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
22,968
shares
|
$4.95 Million
1.05% of portfolio
|
Q2 2025
Added 1.79%
|