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 |
|---|---|---|---|---|---|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
10,394
shares
|
$2.24 Million
0.81% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
10,375
shares
|
$2.24 Million
0.05% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
10,365
shares
|
$2.24 Million
0.14% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
10,316
shares
|
$2.22 Million
0.15% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
10,262
shares
|
$2.21 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
10,250
shares
|
$2.21 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
10,214
shares
|
$2.2 Million
0.35% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
10,152
shares
|
$2.19 Million
0.21% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Wt Wealth Management
|
Sep 10, 2025 Q2 2025 |
10,135
shares
|
$2.19 Million
0.71% of portfolio
|
Q2 2025
Added 13.06%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
10,129
shares
|
$2.18 Million
0.02% of portfolio
|
Q2 2025
Reduced 62.75%
|
|
|
Outfitter Financial LLC
|
Aug 06, 2025 Q2 2025 |
10,109
shares
|
$2.18 Million
1.99% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
10,075
shares
|
$2.17 Million
0.77% of portfolio
|
Q2 2025
Added 358.37%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
10,018
shares
|
$2.16 Million
0.15% of portfolio
|
Q3 2022
Added 62.26%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
10,016
shares
|
$2.16 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
10,016
shares
|
$2.16 Million
0.53% of portfolio
|
Q2 2025
Added 26.72%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
10,000
shares
|
$2.16 Million
0.18% of portfolio
|
Q1 2025
Reduced 23.26%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
9,992
shares
|
$2.15 Million
1.13% of portfolio
|
Q1 2024
Added 1.49%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
9,931
shares
|
$2.14 Million
0.17% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
9,926
shares
|
$2.14 Million
0.13% of portfolio
|
Q3 2023
Reduced 2.55%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Jul 24, 2025 Q2 2025 |
9,905
shares
|
$2.14 Million
1.7% of portfolio
|
Q2 2025
Added 25.46%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
9,887
shares
|
$2.13 Million
0.02% of portfolio
|
Q3 2023
Reduced 8.18%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
9,859
shares
|
$2.13 Million
0.09% of portfolio
|
Q2 2025
Reduced 53.65%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
9,841
shares
|
$2.12 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
9,828
shares
|
$2.12 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
9,818
shares
|
$2.12 Million
0.14% of portfolio
|
Q2 2025
Added 19.05%
|