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 |
|---|---|---|---|---|---|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
6,104
shares
|
$1.32 Million
0.12% of portfolio
|
Q2 2025
Reduced 55.3%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
6,101
shares
|
$1.32 Million
0.06% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
6,095
shares
|
$1.31 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
6,077
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,068
shares
|
$1.31 Million
0.04% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
6,057
shares
|
$1.31 Million
0.12% of portfolio
|
Q2 2025
Reduced 29.98%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,050
shares
|
$1.3 Million
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
6,045
shares
|
$1.3 Million
1.62% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
6,037
shares
|
$1.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
6,037
shares
|
$1.3 Million
0.53% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
6,034
shares
|
$1.3 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
6,032
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Added 43.38%
|
|
|
Trium Capital LLP
London, X0 |
Aug 11, 2025 Q2 2025 |
6,030
shares
|
$1.3 Million
0.17% of portfolio
|
Q2 2025
Reduced 24.83%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
6,013
shares
|
$1.3 Million
0.99% of portfolio
|
Q2 2022
Reduced 12.89%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
6,011
shares
|
$1.3 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
5,990
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
5,985
shares
|
$1.29 Million
0.65% of portfolio
|
Q2 2025
Reduced 12.79%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
5,976
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
5,973
shares
|
$1.29 Million
0.24% of portfolio
|
Q2 2025
Added 361.59%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
5,955
shares
|
$1.28 Million
0.81% of portfolio
|
Q1 2022
Reduced 0.08%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
5,911
shares
|
$1.27 Million
0.92% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
5,862
shares
|
$1.26 Million
0.24% of portfolio
|
Q2 2025
Added 41.18%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
5,856
shares
|
$1.26 Million
1.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
5,822
shares
|
$1.26 Million
0.1% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
5,800
shares
|
$1.25 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.75%
|