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 |
|---|---|---|---|---|---|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
2,320
shares
|
$523,624
0.06% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
2,320
shares
|
$523,624
0.03% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,318
shares
|
$523,172
0.05% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Maple Capital Management, Inc.
|
Jun 16, 2025 Q1 2025 |
2,318
shares
|
$523,172
0.04% of portfolio
|
Q1 2025
Added 21.17%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
2,318
shares
|
$523,172
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
2,317
shares
|
$522,946
0.09% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,316
shares
|
$522,721
0.61% of portfolio
|
Q2 2022
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
2,310
shares
|
$521,367
0.02% of portfolio
|
Q2 2025
Reduced 30.4%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
2,308
shares
|
$520,915
0.07% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,304
shares
|
$520,012
0.41% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
2,300
shares
|
$519,110
0.04% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
2,299
shares
|
$518,884
0.2% of portfolio
|
Q1 2025
Reduced 8.91%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
2,294
shares
|
$517,755
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
2,286
shares
|
$515,950
0.23% of portfolio
|
N/A
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
2,280
shares
|
$514,596
0.05% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
2,276
shares
|
$513,693
0.04% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
2,275
shares
|
$513,467
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
2,265
shares
|
$511,210
0.32% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
2,264
shares
|
$510,984
0.17% of portfolio
|
Q1 2025
Added 35.81%
|
|
|
Sone Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,255
shares
|
$508,953
0.05% of portfolio
|
Q1 2025
Reduced 98.17%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
2,250
shares
|
$507,825
0.05% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
2,247
shares
|
$507,147
0.06% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
2,239
shares
|
$505,342
0.09% of portfolio
|
Q1 2025
Added 83.22%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,235
shares
|
$504,439
0.07% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
2,235
shares
|
$504,439
0.06% of portfolio
|
Q1 2025
New holding
|