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 |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
6,834
shares
|
$1.47 Million
0.06% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
6,828
shares
|
$1.47 Million
0.11% of portfolio
|
Q2 2025
Added 15.71%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
6,791
shares
|
$1.46 Million
1.32% of portfolio
|
Q2 2025
New holding
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
6,790
shares
|
$1.46 Million
0.07% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
6,741
shares
|
$1.45 Million
0.13% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
6,740
shares
|
$1.45 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
6,715
shares
|
$1.45 Million
0.03% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
6,697
shares
|
$1.44 Million
0.48% of portfolio
|
Q2 2025
Added 148.87%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
6,693
shares
|
$1.44 Million
0.11% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
6,666
shares
|
$1.44 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
6,662
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2025
Reduced 50.02%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
6,660
shares
|
$1.44 Million
0.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
6,631
shares
|
$1.43 Million
0.24% of portfolio
|
Q4 2022
Reduced 2.86%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
6,598
shares
|
$1.42 Million
0.33% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Tandem Capital Management Corp
|
Jul 23, 2025 Q2 2025 |
6,583
shares
|
$1.42 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
6,571
shares
|
$1.42 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,567
shares
|
$1.42 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
6,563
shares
|
$1.42 Million
0.29% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
6,558
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
6,557
shares
|
$1.41 Million
1.39% of portfolio
|
Q3 2022
Reduced 2.24%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
6,548
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Harfst & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
6,547
shares
|
$1.41 Million
0.32% of portfolio
|
Q2 2025
Added 125.29%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
6,546
shares
|
$1.41 Million
0.1% of portfolio
|
Q2 2025
Added 10.95%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,539
shares
|
$1.41 Million
0.14% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
6,538
shares
|
$1.41 Million
0.07% of portfolio
|
Q2 2025
Added 17.51%
|