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 |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
8,293
shares
|
$1.79 Million
0.23% of portfolio
|
Q4 2024
Added 45.59%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
8,292
shares
|
$1.79 Million
0.09% of portfolio
|
Q2 2022
Added 56.31%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
8,285
shares
|
$1.79 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Aug 12, 2025 Q2 2025 |
8,246
shares
|
$1.78 Million
1.45% of portfolio
|
Q2 2025
New holding
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
8,244
shares
|
$1.78 Million
0.19% of portfolio
|
Q3 2022
Reduced 18.38%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 06, 2025 Q2 2025 |
8,224
shares
|
$1.77 Million
0.65% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
8,183
shares
|
$1.76 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
8,138
shares
|
$1.76 Million
0.83% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
8,134
shares
|
$1.75 Million
0.02% of portfolio
|
Q2 2025
Added 25.76%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,131
shares
|
$1.75 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.54%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
8,115
shares
|
$1.75 Million
0.16% of portfolio
|
Q2 2025
Added 25.52%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
8,066
shares
|
$1.74 Million
0.31% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
8,041
shares
|
$1.73 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
8,036
shares
|
$1.73 Million
0.32% of portfolio
|
Q4 2022
Added 0.1%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
8,032
shares
|
$1.73 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
8,001
shares
|
$1.73 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
7,997
shares
|
$1.72 Million
0.06% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
7,980
shares
|
$1.72 Million
0.85% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Omni Star Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
7,979
shares
|
$1.72 Million
1.5% of portfolio
|
Q2 2025
Reduced 28.07%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
7,976
shares
|
$1.72 Million
0.14% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
7,934
shares
|
$1.71 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
7,916
shares
|
$1.71 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
7,908
shares
|
$1.71 Million
1.2% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
7,900
shares
|
$1.7 Million
0.47% of portfolio
|
Q2 2025
Added 54.3%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
7,897
shares
|
$1.7 Million
0.46% of portfolio
|
Q2 2025
Added 12.21%
|