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 |
|---|---|---|---|---|---|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Aug 08, 2025 Q2 2025 |
4,240
shares
|
$914,398
0.78% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
4,233
shares
|
$912,888
0.14% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
4,229
shares
|
$912,026
0.35% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
4,225
shares
|
$911,163
0.08% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
4,184
shares
|
$902,321
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Buckley Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
4,184
shares
|
$902,321
0.29% of portfolio
|
Q2 2025
Added 35.1%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
4,176
shares
|
$900,596
0.05% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ncp Inc.
La Quinta, CA |
Aug 14, 2025 Q2 2025 |
4,152
shares
|
$895,420
0.9% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
4,147
shares
|
$894,342
0.11% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Dempze Nancy E
|
Jul 23, 2025 Q2 2025 |
4,142
shares
|
$893,263
0.6% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,121
shares
|
$888,734
0.04% of portfolio
|
Q2 2025
Added 87.32%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
4,120
shares
|
$888,519
0.1% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
4,116
shares
|
$887,656
0.23% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
4,115
shares
|
$887,440
0.65% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
4,101
shares
|
$884,421
0.03% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
4,090
shares
|
$882,049
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Waverton Investment Management LTD
|
Aug 06, 2025 Q2 2025 |
4,073
shares
|
$878,383
0.01% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
4,071
shares
|
$877,951
0.4% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
4,052
shares
|
$873,854
0.19% of portfolio
|
Q2 2025
Added 3517.86%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
4,045
shares
|
$872,344
0.02% of portfolio
|
Q4 2023
Added 178.97%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
4,044
shares
|
$872,129
0.06% of portfolio
|
Q2 2025
Added 30.54%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
4,027
shares
|
$868,462
0.59% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
4,021
shares
|
$867,168
0.07% of portfolio
|
Q2 2025
Reduced 11.26%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
4,005
shares
|
$863,718
0.05% of portfolio
|
Q2 2025
Added 164.53%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
4,002
shares
|
$863,071
0.12% of portfolio
|
Q2 2025
Reduced 30.76%
|