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 |
|---|---|---|---|---|---|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
4,779
shares
|
$1.03 Million
0.39% of portfolio
|
Q2 2025
Added 238.7%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
4,757
shares
|
$1.03 Million
0.5% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
4,721
shares
|
$1.02 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
4,713
shares
|
$1.02 Million
0.79% of portfolio
|
Q2 2023
Added 7.73%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
4,689
shares
|
$1.01 Million
0.53% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
4,680
shares
|
$1.01 Million
0.11% of portfolio
|
Q2 2025
Reduced 87.15%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
4,671
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2025
Added 22.18%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
4,659
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,658
shares
|
$1 Million
0.09% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
4,657
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
Added 158.87%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
4,650
shares
|
$1 Million
0.04% of portfolio
|
Q2 2025
Added 32.03%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
4,646
shares
|
$1 Million
0.1% of portfolio
|
Q2 2025
Added 13.9%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,620
shares
|
$996,349
0.06% of portfolio
|
Q4 2022
Reduced 2.65%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
4,619
shares
|
$996,133
0.1% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
4,609
shares
|
$993,976
1.37% of portfolio
|
Q4 2022
Added 3.71%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
4,600
shares
|
$992,036
0.08% of portfolio
|
Q1 2024
Reduced 55.34%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
4,599
shares
|
$991,820
0.1% of portfolio
|
Q2 2025
Reduced 52.83%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
4,591
shares
|
$990,095
0.03% of portfolio
|
Q1 2023
Added 1.5%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,561
shares
|
$983,625
0.18% of portfolio
|
Q2 2022
Added 25.89%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,560
shares
|
$983,409
0.07% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
4,550
shares
|
$981,253
0.24% of portfolio
|
Q1 2022
Added 28.17%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Aug 13, 2025 Q2 2025 |
4,538
shares
|
$978,665
0.13% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
4,525
shares
|
$975,861
0.22% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
4,482
shares
|
$966,588
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
4,463
shares
|
$962,490
0.39% of portfolio
|
Q2 2025
Added 149.19%
|