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 |
|---|---|---|---|---|---|
|
First National Bank Of Hutchinson
|
Jul 29, 2025 Q2 2025 |
3,601
shares
|
$776,591
0.52% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
3,587
shares
|
$773,572
0.01% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
3,580
shares
|
$772,062
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
3,578
shares
|
$771,631
0.32% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,576
shares
|
$771,200
0.06% of portfolio
|
Q2 2025
Added 14.58%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
3,564
shares
|
$768,612
0.11% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
3,542
shares
|
$763,867
0.1% of portfolio
|
Q2 2025
Added 17.21%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
3,542
shares
|
$763,867
0.03% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
3,540
shares
|
$763,436
0.24% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
3,539
shares
|
$763,220
0.03% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
3,532
shares
|
$761,711
0.12% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
3,504
shares
|
$755,672
0.05% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
3,476
shares
|
$749,634
0.06% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,465
shares
|
$747,261
0.29% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
3,464
shares
|
$747,046
0.23% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
3,461
shares
|
$746,399
0.06% of portfolio
|
Q2 2025
Added 34.04%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
3,446
shares
|
$743,164
0.18% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
3,421
shares
|
$737,772
0.37% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
3,421
shares
|
$737,772
0.18% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
3,421
shares
|
$737,772
0.14% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
3,419
shares
|
$737,341
0.57% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
3,400
shares
|
$733,244
0.27% of portfolio
|
Q2 2025
Added 41.67%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
3,382
shares
|
$729,362
0.05% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
3,370
shares
|
$726,774
0.25% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
3,368
shares
|
$726,342
0.09% of portfolio
|
Q2 2025
Added 0.03%
|