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 |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
8,737
shares
|
$1.88 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
8,714
shares
|
$1.88 Million
0.04% of portfolio
|
Q2 2025
Added 63.61%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
8,710
shares
|
$1.88 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
8,697
shares
|
$1.88 Million
0.16% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
8,654
shares
|
$1.87 Million
0.01% of portfolio
|
Q2 2025
Added 63.87%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
8,598
shares
|
$1.85 Million
0.36% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
8,596
shares
|
$1.85 Million
0.5% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
8,587
shares
|
$1.85 Million
0.11% of portfolio
|
Q4 2024
Added 44.15%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
8,549
shares
|
$1.84 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.24%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
8,544
shares
|
$1.84 Million
0.83% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Aug 11, 2025 Q2 2025 |
8,537
shares
|
$1.84 Million
0.96% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
8,532
shares
|
$1.84 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
8,518
shares
|
$1.84 Million
0.2% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
8,476
shares
|
$1.83 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
8,471
shares
|
$1.83 Million
0.11% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
8,458
shares
|
$1.82 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
8,410
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2025
Reduced 95.51%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
8,402
shares
|
$1.81 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
8,397
shares
|
$1.81 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
8,391
shares
|
$1.81 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
8,387
shares
|
$1.81 Million
0.77% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
8,367
shares
|
$1.8 Million
0.04% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
8,331
shares
|
$1.8 Million
0.73% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
8,307
shares
|
$1.79 Million
0.04% of portfolio
|
Q2 2025
Reduced 65.93%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
8,304
shares
|
$1.79 Million
0.19% of portfolio
|
Q2 2025
Reduced 19.66%
|