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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
12,975
shares
|
$2.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
12,941
shares
|
$2.79 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
12,900
shares
|
$2.78 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Graphene Investments Sas
Paris, I0 |
Aug 06, 2025 Q2 2025 |
12,900
shares
|
$2.78 Million
1.92% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
12,895
shares
|
$2.78 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
12,854
shares
|
$2.77 Million
0.32% of portfolio
|
Q3 2022
Added 2.48%
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
12,852
shares
|
$2.77 Million
0.37% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
12,810
shares
|
$2.76 Million
0.13% of portfolio
|
Q2 2022
Reduced 0.19%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
12,796
shares
|
$2.76 Million
0.06% of portfolio
|
Q2 2025
Added 54.15%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
12,737
shares
|
$2.75 Million
0.13% of portfolio
|
Q2 2025
Added 119.45%
|
|
|
Pettee Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
12,703
shares
|
$2.74 Million
1.8% of portfolio
|
Q1 2025
Reduced 12.71%
|
|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
12,640
shares
|
$2.73 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
12,617
shares
|
$2.72 Million
0.11% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
12,605
shares
|
$2.72 Million
0.07% of portfolio
|
Q2 2025
Reduced 23.6%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
12,490
shares
|
$2.69 Million
0.66% of portfolio
|
Q2 2025
Added 19.82%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
12,456
shares
|
$2.69 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
12,451
shares
|
$2.69 Million
0.06% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
12,425
shares
|
$2.68 Million
0.18% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
12,400
shares
|
$2.67 Million
0.76% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
12,392
shares
|
$2.67 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
12,321
shares
|
$2.66 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
12,321
shares
|
$2.66 Million
0.03% of portfolio
|
Q2 2025
Added 21.25%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
12,168
shares
|
$2.62 Million
0.06% of portfolio
|
Q2 2025
Added 45.43%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
12,147
shares
|
$2.62 Million
0.21% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
11,953
shares
|
$2.58 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.17%
|