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 2,462 institutions that hold shares in the stock, with a total of 331 Million shares, which have been reported (via 13F filing form) to have a value of $74.7 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
American National Bank
|
Jul 16, 2025 Q2 2025 |
6,873
shares
|
$1.55 Million
0.17% of portfolio
|
Q2 2025
Added 77.18%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
6,857
shares
|
$1.55 Million
0.16% of portfolio
|
Q3 2022
Reduced 3.53%
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
6,848
shares
|
$1.55 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
6,844
shares
|
$1.54 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
6,836
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Added 3.36%
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
6,816
shares
|
$1.54 Million
0.3% of portfolio
|
Q1 2025
Added 0.12%
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
6,791
shares
|
$1.53 Million
1.32% of portfolio
|
Q2 2025
New holding
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
6,788
shares
|
$1.53 Million
0.07% of portfolio
|
Q2 2024
Added 16.49%
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
6,763
shares
|
$1.53 Million
0.24% of portfolio
|
Q4 2024
Added 44.85%
|
|
Sava Infond D.O.O.
Maribor, 2A |
Apr 23, 2025 Q1 2025 |
6,740
shares
|
$1.52 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
6,735
shares
|
$1.52 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
6,728
shares
|
$1.52 Million
0.17% of portfolio
|
Q1 2025
Added 3.02%
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
6,715
shares
|
$1.52 Million
0.03% of portfolio
|
Q1 2025
Added 1.34%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
6,708
shares
|
$1.51 Million
0.06% of portfolio
|
Q1 2025
Added 2.07%
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
6,703
shares
|
$1.51 Million
0.28% of portfolio
|
Q1 2025
Added 199.64%
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
6,698
shares
|
$1.51 Million
0.14% of portfolio
|
Q1 2025
Added 6.55%
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
6,695
shares
|
$1.51 Million
0.04% of portfolio
|
Q1 2025
Added 19.64%
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
6,693
shares
|
$1.51 Million
0.11% of portfolio
|
Q2 2025
Added 7.07%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
6,659
shares
|
$1.5 Million
0.09% of portfolio
|
Q1 2025
Added 1.94%
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
6,658
shares
|
$1.5 Million
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
6,656
shares
|
$1.5 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
6,631
shares
|
$1.5 Million
0.24% of portfolio
|
Q4 2022
Reduced 2.86%
|
|
Tandem Capital Management Corp
|
Apr 22, 2025 Q1 2025 |
6,614
shares
|
$1.49 Million
0.94% of portfolio
|
Q1 2025
Added 0.72%
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
6,598
shares
|
$1.49 Million
0.33% of portfolio
|
Q1 2025
Added 0.61%
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
6,563
shares
|
$1.48 Million
0.29% of portfolio
|
Q2 2025
Added 0.88%
|