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 |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
3,356
shares
|
$723,754
0.07% of portfolio
|
Q1 2025
Added 17.75%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
3,338
shares
|
$719,873
0.01% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
3,338
shares
|
$719,873
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,327
shares
|
$717,500
0.07% of portfolio
|
Q3 2023
Reduced 9.32%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,325
shares
|
$717,069
0.36% of portfolio
|
Q3 2023
Reduced 1.77%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
3,299
shares
|
$711,462
0.58% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
3,288
shares
|
$709,090
0.1% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
3,275
shares
|
$706,286
0.01% of portfolio
|
Q4 2023
Reduced 3.14%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,275
shares
|
$706,286
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
3,272
shares
|
$705,639
0.03% of portfolio
|
Q2 2025
Added 19.37%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,267
shares
|
$704,561
0.1% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
3,264
shares
|
$703,914
0.14% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
3,262
shares
|
$703,482
0.24% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
3,257
shares
|
$702,404
0.4% of portfolio
|
Q2 2025
Added 8042.5%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,256
shares
|
$702,188
0.05% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
3,256
shares
|
$702,188
0.01% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
3,253
shares
|
$701,541
0.07% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,252
shares
|
$701,326
0.13% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
3,250
shares
|
$700,895
0.61% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
3,250
shares
|
$700,895
0.57% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
3,241
shares
|
$698,954
0.32% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,228
shares
|
$696,150
0.04% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
3,226
shares
|
$695,719
0.06% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
3,214
shares
|
$693,131
0.14% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
3,206
shares
|
$691,405
0.07% of portfolio
|
Q2 2025
Reduced 15.19%
|