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 |
|---|---|---|---|---|---|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
3,900
shares
|
$880,230
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
3,876
shares
|
$874,813
0.03% of portfolio
|
Q2 2025
Reduced 47.9%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,869
shares
|
$873,233
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
3,866
shares
|
$872,556
0.03% of portfolio
|
Q4 2020
Reduced 2.22%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
3,858
shares
|
$870,750
0.16% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
3,855
shares
|
$870,073
0.03% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
3,823
shares
|
$862,851
0.04% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
3,808
shares
|
$859,465
0.87% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
3,802
shares
|
$858,111
0.07% of portfolio
|
Q3 2024
Reduced 23.5%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
3,800
shares
|
$857,660
0.11% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
3,791
shares
|
$855,628
0.6% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
May 12, 2025 Q1 2025 |
3,791
shares
|
$855,628
0.71% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
3,780
shares
|
$853,146
0.1% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Waverton Investment Management LTD
|
Apr 24, 2025 Q1 2025 |
3,764
shares
|
$849,534
0.02% of portfolio
|
Q4 2024
Added 44.77%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,762
shares
|
$849,083
0.04% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,749
shares
|
$846,149
0.05% of portfolio
|
Q1 2025
Added 21.29%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,739
shares
|
$843,892
0.17% of portfolio
|
Q2 2022
Reduced 47.51%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
3,737
shares
|
$843,440
0.41% of portfolio
|
Q1 2022
Added 0.32%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
3,706
shares
|
$836,444
0.19% of portfolio
|
Q1 2025
Added 25.25%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
3,703
shares
|
$835,767
0.08% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
3,700
shares
|
$835,090
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
3,695
shares
|
$833,961
0.15% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
3,695
shares
|
$833,961
0.14% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
3,690
shares
|
$832,833
0.14% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
3,688
shares
|
$832,381
0.02% of portfolio
|
Q1 2025
Added 0.33%
|