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 |
|---|---|---|---|---|---|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
2,392
shares
|
$515,858
0.04% of portfolio
|
Q2 2025
Reduced 83.34%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,388
shares
|
$514,996
0.06% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,386
shares
|
$514,564
0.04% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
2,372
shares
|
$511,545
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
2,372
shares
|
$511,545
0.14% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
2,369
shares
|
$510,898
0.13% of portfolio
|
Q4 2024
Reduced 11.24%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,366
shares
|
$510,251
0.15% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,362
shares
|
$509,388
0.02% of portfolio
|
Q2 2025
Added 21.69%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
2,357
shares
|
$508,310
0.13% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
2,353
shares
|
$507,447
0.01% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,349
shares
|
$506,585
0.06% of portfolio
|
Q3 2022
Reduced 33.27%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
2,349
shares
|
$506,585
0.09% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,348
shares
|
$506,369
0.31% of portfolio
|
Q2 2024
Reduced 51.05%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
2,346
shares
|
$505,938
0.33% of portfolio
|
Q2 2025
Added 45.08%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
2,342
shares
|
$505,075
0.05% of portfolio
|
Q2 2025
Added 29.46%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
2,334
shares
|
$503,350
0.18% of portfolio
|
Q1 2023
Reduced 2.87%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
2,324
shares
|
$501,193
0.04% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
2,320
shares
|
$500,331
0.06% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
2,318
shares
|
$499,899
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
2,317
shares
|
$499,684
0.09% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,316
shares
|
$499,468
0.61% of portfolio
|
Q2 2022
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,316
shares
|
$499,468
0.1% of portfolio
|
Q2 2025
Added 72.71%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
2,314
shares
|
$499,037
0.04% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
2,310
shares
|
$498,174
0.02% of portfolio
|
Q2 2025
Reduced 30.4%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
2,306
shares
|
$497,311
0.38% of portfolio
|
Q2 2025
Added 0.09%
|