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 2,462 institutions that hold shares in the stock, with a total of 331 Million shares, which have been reported (via 13F filing form) to have a value of $74.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
11,347
shares
|
$2.56 Million
0.25% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Outfitter Financial LLC
|
May 05, 2025 Q1 2025 |
11,316
shares
|
$2.55 Million
2.37% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
May 13, 2025 Q1 2025 |
11,300
shares
|
$2.55 Million
0.04% of portfolio
|
Q1 2025
Reduced 87.03%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
11,148
shares
|
$2.52 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
11,145
shares
|
$2.52 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
11,108
shares
|
$2.51 Million
0.14% of portfolio
|
Q3 2023
Reduced 6.89%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
11,098
shares
|
$2.5 Million
0.63% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Omni Star Financial Group, Inc.
|
May 15, 2025 Q1 2025 |
11,092
shares
|
$2.5 Million
2.23% of portfolio
|
Q1 2025
Added 53.69%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
11,076
shares
|
$2.5 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Gpm Growth Investors, Inc.
|
May 02, 2025 Q1 2025 |
11,052
shares
|
$2.49 Million
1.17% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
11,009
shares
|
$2.48 Million
0.2% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
10,965
shares
|
$2.47 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.74%
|
|
|
Lgt Group Foundation
|
May 13, 2025 Q1 2025 |
10,954
shares
|
$2.47 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
10,922
shares
|
$2.47 Million
0.07% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
10,899
shares
|
$2.46 Million
3.1% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,883
shares
|
$2.46 Million
0.06% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
10,883
shares
|
$2.46 Million
1.92% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
10,831
shares
|
$2.44 Million
0.08% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Orser Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
10,803
shares
|
$2.44 Million
1.84% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
10,790
shares
|
$2.44 Million
0.06% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
10,689
shares
|
$2.41 Million
0.04% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
10,689
shares
|
$2.41 Million
0.04% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
10,591
shares
|
$2.39 Million
0.69% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
10,588
shares
|
$2.39 Million
0.33% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
10,563
shares
|
$2.38 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.31%
|