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 Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2,079
shares
|
$448,357
0.06% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
2,073
shares
|
$447,063
0.04% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
2,064
shares
|
$445,122
0.04% of portfolio
|
Q2 2025
Added 26.24%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,060
shares
|
$444,259
0.09% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
2,055
shares
|
$443,181
0.02% of portfolio
|
Q2 2025
Added 75.19%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
2,050
shares
|
$442,103
0.35% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Corient Ia LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
2,050
shares
|
$442,103
0.28% of portfolio
|
Q2 2025
Reduced 25.45%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,048
shares
|
$441,671
0.01% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
2,047
shares
|
$441,456
0.03% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
2,043
shares
|
$440,593
0.32% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,041
shares
|
$440,162
0.09% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,040
shares
|
$439,946
0.02% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,037
shares
|
$439,299
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
2,021
shares
|
$435,848
0.11% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
2,021
shares
|
$435,848
0.16% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
2,013
shares
|
$434,123
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
2,013
shares
|
$434,123
0.06% of portfolio
|
Q1 2023
Reduced 32.47%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
2,013
shares
|
$434,123
0.02% of portfolio
|
Q2 2025
Reduced 53.66%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
2,009
shares
|
$433,260
0.1% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
2,000
shares
|
$431,320
0.07% of portfolio
|
Q4 2024
Reduced 17.8%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Aug 12, 2025 Q2 2025 |
2,000
shares
|
$431,320
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$431,320
0.02% of portfolio
|
Q2 2025
Reduced 80.91%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
1,997
shares
|
$430,673
0.01% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
1,995
shares
|
$430,241
0.12% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1,995
shares
|
$430,241
0.02% of portfolio
|
Q2 2025
Added 17.7%
|