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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
3,999
shares
|
$862,424
0.02% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
3,999
shares
|
$862,424
0.08% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
3,975
shares
|
$857,248
0.63% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
3,964
shares
|
$854,876
0.06% of portfolio
|
Q2 2025
Added 26.48%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
3,963
shares
|
$854,660
0.77% of portfolio
|
Q2 2025
Reduced 51.55%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
3,956
shares
|
$853,150
0.02% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,944
shares
|
$850,563
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
3,941
shares
|
$849,916
0.36% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
3,938
shares
|
$849,269
0.04% of portfolio
|
Q1 2025
Added 48.1%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
3,938
shares
|
$849,269
0.16% of portfolio
|
Q2 2025
Added 12.77%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
3,935
shares
|
$848,622
0.09% of portfolio
|
Q4 2024
Reduced 33.7%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,934
shares
|
$848,406
0.05% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
3,931
shares
|
$847,759
0.46% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Aug 14, 2025 Q2 2025 |
3,917
shares
|
$844,740
0.67% of portfolio
|
Q2 2025
Added 20.63%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
3,905
shares
|
$842,152
0.05% of portfolio
|
Q2 2025
Added 14.79%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
3,896
shares
|
$840,211
0.12% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,894
shares
|
$839,780
0.08% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,886
shares
|
$838,054
0.04% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
3,876
shares
|
$835,898
0.03% of portfolio
|
Q2 2025
Reduced 47.9%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,869
shares
|
$834,388
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
3,866
shares
|
$833,741
0.03% of portfolio
|
Q4 2020
Reduced 2.22%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
3,858
shares
|
$832,016
0.16% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
3,837
shares
|
$827,487
0.01% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
3,813
shares
|
$822,311
0.39% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
3,808
shares
|
$821,233
0.82% of portfolio
|
Q1 2025
Reduced 2.56%
|