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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,721
shares
|
$2.96 Million
0.08% of portfolio
|
Q2 2025
Reduced 74.4%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Aug 14, 2025 Q2 2025 |
13,705
shares
|
$2.96 Million
1.19% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
13,663
shares
|
$2.95 Million
1.7% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
13,584
shares
|
$2.93 Million
1.41% of portfolio
|
Q2 2025
Reduced 26.0%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
13,577
shares
|
$2.93 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
13,573
shares
|
$2.93 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
13,571
shares
|
$2.93 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
13,521
shares
|
$2.92 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
13,509
shares
|
$2.91 Million
0.1% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
13,424
shares
|
$2.9 Million
0.05% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
13,397
shares
|
$2.89 Million
0.08% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
13,310
shares
|
$2.87 Million
0.62% of portfolio
|
Q2 2025
Added 45.5%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
13,249
shares
|
$2.86 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
13,181
shares
|
$2.84 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
13,124
shares
|
$2.83 Million
0.03% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
13,123
shares
|
$2.83 Million
0.07% of portfolio
|
Q2 2025
Reduced 99.24%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
13,108
shares
|
$2.83 Million
0.84% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
13,102
shares
|
$2.83 Million
0.46% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
13,100
shares
|
$2.83 Million
2.29% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
13,089
shares
|
$2.82 Million
0.06% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
13,087
shares
|
$2.82 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
13,071
shares
|
$2.82 Million
0.19% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
13,017
shares
|
$2.81 Million
0.22% of portfolio
|
Q2 2025
Reduced 27.14%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
13,000
shares
|
$2.8 Million
0.43% of portfolio
|
Q4 2021
Added 8.33%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
12,988
shares
|
$2.8 Million
0.16% of portfolio
|
Q2 2025
Added 0.63%
|