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 |
|---|---|---|---|---|---|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
7,336
shares
|
$1.58 Million
0.3% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
7,329
shares
|
$1.58 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
7,275
shares
|
$1.57 Million
0.46% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
7,219
shares
|
$1.56 Million
0.07% of portfolio
|
Q2 2025
Added 46.7%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
7,216
shares
|
$1.56 Million
0.13% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
7,186
shares
|
$1.55 Million
0.59% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
7,178
shares
|
$1.55 Million
0.53% of portfolio
|
Q2 2025
Added 115.49%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
7,132
shares
|
$1.54 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
United Capital Management Of Ks, Inc.
|
Aug 01, 2025 Q2 2025 |
7,130
shares
|
$1.54 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
7,088
shares
|
$1.53 Million
0.03% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
7,072
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
7,047
shares
|
$1.52 Million
0.14% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,040
shares
|
$1.52 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
7,004
shares
|
$1.51 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6,984
shares
|
$1.51 Million
0.11% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
6,982
shares
|
$1.51 Million
0.09% of portfolio
|
Q2 2025
Reduced 22.64%
|
|
|
Algebris (Uk) LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
6,977
shares
|
$1.5 Million
0.28% of portfolio
|
Q2 2025
Reduced 31.28%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
6,966
shares
|
$1.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 49.2%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
6,962
shares
|
$1.5 Million
0.88% of portfolio
|
Q2 2024
Reduced 6.68%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
6,933
shares
|
$1.5 Million
0.16% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
6,873
shares
|
$1.48 Million
0.17% of portfolio
|
Q2 2025
Added 77.18%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
6,865
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
6,862
shares
|
$1.48 Million
0.25% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
6,857
shares
|
$1.48 Million
0.16% of portfolio
|
Q3 2022
Reduced 3.53%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,837
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.34%
|