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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
9,787
shares
|
$2.11 Million
0.05% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
9,779
shares
|
$2.11 Million
1.89% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
9,763
shares
|
$2.11 Million
0.2% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
9,713
shares
|
$2.09 Million
0.4% of portfolio
|
Q4 2022
Added 577.34%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
9,698
shares
|
$2.09 Million
0.55% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Schulhoff & CO Inc
|
Jul 30, 2025 Q2 2025 |
9,694
shares
|
$2.09 Million
1.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jul 31, 2025 Q2 2025 |
9,647
shares
|
$2.08 Million
0.24% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
9,637
shares
|
$2.08 Million
0.81% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
9,623
shares
|
$2.08 Million
1.51% of portfolio
|
Q1 2025
Added 118.61%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
9,595
shares
|
$2.07 Million
1.76% of portfolio
|
Q3 2022
New holding
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
9,593
shares
|
$2.07 Million
0.45% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
9,587
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
9,581
shares
|
$2.07 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
9,559
shares
|
$2.06 Million
0.11% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Constitution Capital LLC
Shelton, CT |
Aug 13, 2025 Q2 2025 |
9,485
shares
|
$2.05 Million
1.12% of portfolio
|
Q2 2025
Added 25.05%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
9,464
shares
|
$2.04 Million
0.27% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
9,430
shares
|
$2.03 Million
0.04% of portfolio
|
Q2 2025
Added 30.43%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
9,374
shares
|
$2.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.2%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
9,335
shares
|
$2.01 Million
0.42% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
9,330
shares
|
$2.01 Million
0.07% of portfolio
|
Q1 2025
Added 24.87%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
9,301
shares
|
$2.01 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
9,300
shares
|
$2.01 Million
0.07% of portfolio
|
Q3 2019
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,297
shares
|
$2 Million
0.13% of portfolio
|
Q4 2023
Added 0.71%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
9,296
shares
|
$2 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,242
shares
|
$1.99 Million
0.04% of portfolio
|
Q2 2025
Added 2.76%
|