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 |
|---|---|---|---|---|---|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
5,089
shares
|
$1.1 Million
0.06% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
5,057
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2025
Added 15.59%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
5,040
shares
|
$1.09 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,032
shares
|
$1.09 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
5,003
shares
|
$1.08 Million
0.45% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Barbara Oil Co.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$1.08 Million
0.45% of portfolio
|
Q4 2019
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4,975
shares
|
$1.07 Million
0.33% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Bank Of Nova Scotia Trust CO
|
Aug 13, 2025 Q2 2025 |
4,952
shares
|
$1.07 Million
0.12% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,940
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
4,912
shares
|
$1.06 Million
0.88% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
4,904
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
4,898
shares
|
$1.06 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
4,889
shares
|
$1.05 Million
0.68% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4,879
shares
|
$1.05 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
4,878
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
4,866
shares
|
$1.05 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
4,860
shares
|
$1.05 Million
0.31% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,847
shares
|
$1.05 Million
0.1% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,835
shares
|
$1.04 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
4,833
shares
|
$1.04 Million
0.11% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
4,823
shares
|
$1.04 Million
0.09% of portfolio
|
Q2 2025
Reduced 24.42%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
4,809
shares
|
$1.04 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
4,805
shares
|
$1.04 Million
0.08% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
4,782
shares
|
$1.03 Million
0.15% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jul 21, 2025 Q2 2025 |
4,781
shares
|
$1.03 Million
0.77% of portfolio
|
Q2 2025
Added 11.08%
|