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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,299
shares
|
$495,802
0.05% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
2,296
shares
|
$495,155
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
2,291
shares
|
$494,077
0.05% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
2,286
shares
|
$492,998
0.17% of portfolio
|
N/A
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
2,276
shares
|
$490,842
0.04% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
2,267
shares
|
$488,901
0.33% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
2,250
shares
|
$485,235
0.36% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
2,250
shares
|
$485,235
0.05% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
2,250
shares
|
$485,235
0.01% of portfolio
|
Q2 2025
Added 107.56%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,240
shares
|
$483,078
0.03% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,235
shares
|
$482,000
0.07% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
2,235
shares
|
$482,000
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Geneva Partners, LLC
|
Aug 14, 2025 Q2 2025 |
2,234
shares
|
$481,784
0.21% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
2,234
shares
|
$481,784
0.15% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
2,221
shares
|
$478,980
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
2,220
shares
|
$478,765
0.05% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
2,219
shares
|
$478,549
0.14% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
2,206
shares
|
$475,745
0.0% of portfolio
|
Q2 2025
Added 50.99%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
2,194
shares
|
$473,158
0.26% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
2,186
shares
|
$471,432
0.06% of portfolio
|
Q3 2022
Reduced 8.38%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
2,180
shares
|
$470,138
0.05% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
2,178
shares
|
$469,707
0.07% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,178
shares
|
$469,707
0.17% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
2,176
shares
|
$469,276
0.11% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
2,175
shares
|
$469,060
0.37% of portfolio
|
Q2 2025
Reduced 0.23%
|