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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
9,234
shares
|
$1.99 Million
0.09% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
9,216
shares
|
$1.99 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
9,192
shares
|
$1.98 Million
0.31% of portfolio
|
Q2 2025
Reduced 14.96%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
9,177
shares
|
$1.98 Million
0.04% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
9,162
shares
|
$1.98 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
9,153
shares
|
$1.97 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
9,146
shares
|
$1.97 Million
0.99% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
9,130
shares
|
$1.97 Million
1.01% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
9,122
shares
|
$1.97 Million
0.08% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
9,088
shares
|
$1.96 Million
0.17% of portfolio
|
Q2 2022
Reduced 1.46%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
9,076
shares
|
$1.96 Million
0.38% of portfolio
|
Q2 2025
Added 55.7%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
9,062
shares
|
$1.95 Million
0.23% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,037
shares
|
$1.95 Million
0.47% of portfolio
|
Q1 2024
Added 8.4%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Aug 11, 2025 Q2 2025 |
9,029
shares
|
$1.95 Million
1.29% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,975
shares
|
$1.94 Million
0.02% of portfolio
|
Q2 2025
Added 67.23%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
8,959
shares
|
$1.93 Million
0.15% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
8,931
shares
|
$1.93 Million
0.18% of portfolio
|
Q2 2025
Added 20.23%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,928
shares
|
$1.93 Million
0.06% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
8,899
shares
|
$1.92 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
8,807
shares
|
$1.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
8,804
shares
|
$1.9 Million
0.72% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
8,790
shares
|
$1.9 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
8,787
shares
|
$1.9 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
8,747
shares
|
$1.89 Million
0.03% of portfolio
|
Q2 2025
Added 26.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,746
shares
|
$1.89 Million
0.04% of portfolio
|
Q2 2025
Added 13.73%
|