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 |
|---|---|---|---|---|---|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,465
shares
|
$782,050
0.29% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
3,448
shares
|
$778,213
0.01% of portfolio
|
Q1 2025
Added 259.54%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
3,446
shares
|
$777,762
0.18% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
3,439
shares
|
$776,182
0.06% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
3,421
shares
|
$772,119
0.37% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
3,421
shares
|
$772,119
0.18% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
3,410
shares
|
$769,637
0.65% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
3,408
shares
|
$769,185
0.64% of portfolio
|
Q1 2025
Reduced 22.79%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
3,402
shares
|
$767,831
0.05% of portfolio
|
Q1 2025
Added 50.33%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
3,400
shares
|
$767,380
0.27% of portfolio
|
Q2 2025
Added 41.67%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
3,373
shares
|
$761,286
0.11% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
3,367
shares
|
$759,931
0.09% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,356
shares
|
$757,449
0.07% of portfolio
|
Q1 2025
Added 17.75%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
3,355
shares
|
$757,223
0.66% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
3,353
shares
|
$756,772
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
3,351
shares
|
$756,320
0.24% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
3,338
shares
|
$753,386
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
3,331
shares
|
$751,806
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
3,331
shares
|
$751,806
0.02% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,327
shares
|
$750,903
0.07% of portfolio
|
Q3 2023
Reduced 9.32%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,325
shares
|
$750,452
0.36% of portfolio
|
Q3 2023
Reduced 1.77%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,323
shares
|
$750,001
0.05% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
3,306
shares
|
$746,164
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
3,294
shares
|
$743,455
0.02% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
3,286
shares
|
$741,650
0.02% of portfolio
|
Q1 2025
Added 67.82%
|