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 |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,419
shares
|
$1.22 Million
0.4% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
5,418
shares
|
$1.22 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
5,392
shares
|
$1.22 Million
0.08% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5,367
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Added 158.28%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
5,326
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
5,318
shares
|
$1.2 Million
0.46% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
5,310
shares
|
$1.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 54.05%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 07, 2025 Q2 2025 |
5,301
shares
|
$1.2 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
5,285
shares
|
$1.19 Million
0.02% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
5,281
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Added 17.85%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
5,162
shares
|
$1.17 Million
0.41% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
5,158
shares
|
$1.16 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
5,153
shares
|
$1.16 Million
0.18% of portfolio
|
Q3 2023
Added 3.7%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
5,121
shares
|
$1.16 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
5,120
shares
|
$1.16 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,107
shares
|
$1.15 Million
0.08% of portfolio
|
Q4 2022
Reduced 0.06%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
5,106
shares
|
$1.15 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
5,099
shares
|
$1.15 Million
0.53% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,098
shares
|
$1.15 Million
0.07% of portfolio
|
Q2 2021
Added 1.21%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
5,079
shares
|
$1.15 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
5,065
shares
|
$1.14 Million
0.94% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
5,047
shares
|
$1.14 Million
0.39% of portfolio
|
Q1 2025
Added 29.78%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
5,040
shares
|
$1.14 Million
0.07% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
5,018
shares
|
$1.13 Million
0.03% of portfolio
|
Q1 2025
Reduced 53.65%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
5,003
shares
|
$1.13 Million
0.45% of portfolio
|
Q2 2025
Added 8.6%
|