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 |
|---|---|---|---|---|---|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
6,471
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
6,466
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Added 12.84%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
6,455
shares
|
$1.39 Million
0.33% of portfolio
|
Q2 2025
Added 14.61%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
6,442
shares
|
$1.39 Million
0.11% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Jul 31, 2025 Q2 2025 |
6,412
shares
|
$1.38 Million
0.16% of portfolio
|
Q1 2023
Reduced 52.85%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
6,402
shares
|
$1.38 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
6,394
shares
|
$1.38 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
6,353
shares
|
$1.37 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
6,353
shares
|
$1.37 Million
0.45% of portfolio
|
Q2 2025
Added 25.88%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
6,349
shares
|
$1.37 Million
0.69% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Aug 14, 2025 Q2 2025 |
6,340
shares
|
$1.37 Million
0.06% of portfolio
|
Q2 2025
Reduced 78.63%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
6,302
shares
|
$1.36 Million
0.51% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
6,295
shares
|
$1.36 Million
0.06% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jul 09, 2025 Q2 2025 |
6,290
shares
|
$1.36 Million
1.33% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Mcdaniel Terry & CO
|
Jul 31, 2025 Q2 2025 |
6,275
shares
|
$1.35 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,271
shares
|
$1.35 Million
0.1% of portfolio
|
Q2 2025
Reduced 35.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
6,268
shares
|
$1.35 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Wd Rutherford LLC
|
Jul 16, 2025 Q2 2025 |
6,248
shares
|
$1.35 Million
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
6,244
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
6,237
shares
|
$1.35 Million
0.93% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
6,209
shares
|
$1.34 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
6,195
shares
|
$1.34 Million
0.06% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
6,186
shares
|
$1.33 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
6,185
shares
|
$1.33 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
6,118
shares
|
$1.32 Million
0.07% of portfolio
|
Q1 2025
Added 2.88%
|