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 |
|---|---|---|---|---|---|
|
Stance Capital LLC
Boston, MA |
Aug 22, 2025 Q2 2025 |
5,502
shares
|
$1.19 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
5,501
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2025
Added 15.69%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,498
shares
|
$1.19 Million
0.17% of portfolio
|
Q2 2025
Reduced 18.7%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
5,489
shares
|
$1.18 Million
0.38% of portfolio
|
Q2 2025
Reduced 84.58%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 07, 2025 Q2 2025 |
5,488
shares
|
$1.18 Million
0.22% of portfolio
|
Q2 2025
Added 424.67%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
5,480
shares
|
$1.18 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Callahan Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
5,475
shares
|
$1.18 Million
0.12% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
5,472
shares
|
$1.18 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
5,461
shares
|
$1.18 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,419
shares
|
$1.17 Million
0.4% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
5,418
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
5,351
shares
|
$1.15 Million
0.43% of portfolio
|
Q2 2025
Added 22.98%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
5,337
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
5,318
shares
|
$1.15 Million
0.46% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 07, 2025 Q2 2025 |
5,301
shares
|
$1.14 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
5,292
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2025
Added 35.24%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
5,229
shares
|
$1.13 Million
0.29% of portfolio
|
Q2 2025
Added 10.78%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
5,162
shares
|
$1.11 Million
0.38% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
5,158
shares
|
$1.11 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
5,153
shares
|
$1.11 Million
0.18% of portfolio
|
Q3 2023
Added 3.7%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
5,144
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2025
Reduced 35.8%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
5,133
shares
|
$1.11 Million
0.06% of portfolio
|
Q2 2025
Reduced 77.88%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,107
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2022
Reduced 0.06%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
5,099
shares
|
$1.1 Million
0.53% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,098
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2021
Added 1.21%
|