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 |
|---|---|---|---|---|---|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,519
shares
|
$543,247
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
2,513
shares
|
$541,953
0.04% of portfolio
|
Q2 2025
Reduced 23.29%
|
|
|
Jennison Associates LLC
|
Aug 01, 2025 Q2 2025 |
2,509
shares
|
$541,090
0.0% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
2,508
shares
|
$540,875
0.35% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,495
shares
|
$538,071
0.05% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
2,495
shares
|
$538,071
0.23% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
2,492
shares
|
$537,424
0.27% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,480
shares
|
$534,836
0.01% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
2,478
shares
|
$534,405
0.04% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
2,474
shares
|
$533,542
0.13% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
2,469
shares
|
$532,464
0.12% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
2,458
shares
|
$530,092
0.03% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
2,458
shares
|
$530,092
0.15% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
2,451
shares
|
$528,582
0.38% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
2,450
shares
|
$528,367
0.15% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
2,445
shares
|
$527,288
0.07% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
2,442
shares
|
$526,641
0.09% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
2,426
shares
|
$523,191
0.09% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
2,419
shares
|
$521,681
0.83% of portfolio
|
Q3 2023
Added 6.38%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,415
shares
|
$520,818
0.02% of portfolio
|
Q4 2022
Reduced 0.04%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,414
shares
|
$520,603
0.04% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Primoris Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,414
shares
|
$520,603
0.41% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Fosun International LTD
|
Aug 14, 2025 Q2 2025 |
2,401
shares
|
$517,799
0.34% of portfolio
|
Q1 2025
Added 31.27%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
2,397
shares
|
$516,937
0.02% of portfolio
|
Q2 2025
Reduced 92.07%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
2,396
shares
|
$516,721
0.09% of portfolio
|
Q2 2025
Reduced 6.66%
|