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 |
|---|---|---|---|---|---|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
22,965
shares
|
$4.95 Million
0.67% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
22,959
shares
|
$4.95 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
22,927
shares
|
$4.94 Million
0.6% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
22,872
shares
|
$4.93 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
22,770
shares
|
$4.91 Million
0.24% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
22,738
shares
|
$4.9 Million
2.18% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
22,650
shares
|
$4.88 Million
0.62% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
22,555
shares
|
$4.86 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Aug 26, 2025 Q2 2025 |
22,477
shares
|
$4.85 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
22,443
shares
|
$4.84 Million
0.12% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
22,156
shares
|
$4.78 Million
2.8% of portfolio
|
Q2 2022
Added 2.49%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
22,132
shares
|
$4.77 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
22,079
shares
|
$4.76 Million
0.02% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Terra Alpha Investments LLC
Washington, DC |
Jul 30, 2025 Q2 2025 |
22,076
shares
|
$4.76 Million
5.25% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
22,007
shares
|
$4.75 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
21,917
shares
|
$4.73 Million
0.84% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Aug 13, 2025 Q2 2025 |
21,671
shares
|
$4.67 Million
2.5% of portfolio
|
Q2 2025
Added 35.56%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
21,516
shares
|
$4.64 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.15%
|
|
|
Silphium Asset Management LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
21,515
shares
|
$4.64 Million
1.75% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
21,463
shares
|
$4.63 Million
0.6% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
21,375
shares
|
$4.61 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Aug 12, 2025 Q2 2025 |
21,346
shares
|
$4.6 Million
2.77% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
21,314
shares
|
$4.6 Million
0.12% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
21,285
shares
|
$4.59 Million
2.18% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
21,283
shares
|
$4.59 Million
0.14% of portfolio
|
Q2 2025
Added 52.84%
|