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 |
|---|---|---|---|---|---|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
3,802
shares
|
$819,939
0.07% of portfolio
|
Q3 2024
Reduced 23.5%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
3,800
shares
|
$819,508
0.11% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jul 29, 2025 Q2 2025 |
3,781
shares
|
$815,410
0.69% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Quantessence Capital LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,778
shares
|
$814,763
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
3,772
shares
|
$813,469
0.08% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,762
shares
|
$811,312
0.04% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
3,750
shares
|
$808,725
0.32% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
3,748
shares
|
$808,293
0.13% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,739
shares
|
$806,352
0.17% of portfolio
|
Q2 2022
Reduced 47.51%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
3,738
shares
|
$806,137
0.37% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
3,733
shares
|
$805,058
0.0% of portfolio
|
Q2 2025
Added 67.17%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
3,719
shares
|
$802,039
0.19% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
3,707
shares
|
$799,451
0.12% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
3,706
shares
|
$799,235
0.17% of portfolio
|
Q2 2025
Added 38.69%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
3,700
shares
|
$797,942
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
3,695
shares
|
$796,863
0.15% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
3,695
shares
|
$796,863
0.14% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,693
shares
|
$796,432
0.03% of portfolio
|
Q2 2025
Added 19.75%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
3,678
shares
|
$793,197
0.15% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
3,673
shares
|
$792,119
0.03% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
3,668
shares
|
$791,040
0.02% of portfolio
|
Q2 2025
Added 47.19%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,641
shares
|
$785,218
0.04% of portfolio
|
Q4 2023
Added 5.35%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Aug 13, 2025 Q2 2025 |
3,639
shares
|
$784,786
0.2% of portfolio
|
Q2 2025
Reduced 24.8%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
3,632
shares
|
$783,277
0.32% of portfolio
|
Q2 2025
Reduced 45.82%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
3,607
shares
|
$777,885
0.1% of portfolio
|
Q2 2025
Added 1.32%
|