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 |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
1,921
shares
|
$414,282
0.05% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
1,915
shares
|
$412,988
0.25% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
1,911
shares
|
$412,126
0.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
1,910
shares
|
$411,910
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
1,907
shares
|
$411,263
0.03% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
1,904
shares
|
$410,616
0.05% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
1,900
shares
|
$409,754
0.09% of portfolio
|
Q2 2025
Added 26.67%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
1,897
shares
|
$409,107
0.08% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
1,895
shares
|
$408,675
0.02% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
1,886
shares
|
$406,734
0.16% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1,884
shares
|
$406,303
0.14% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Amica Retiree Medical Trust
|
Aug 07, 2025 Q2 2025 |
1,883
shares
|
$406,087
0.62% of portfolio
|
Q1 2025
Reduced 19.29%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
1,878
shares
|
$405,009
0.15% of portfolio
|
Q1 2025
Added 59.42%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,877
shares
|
$404,793
0.12% of portfolio
|
Q3 2024
Reduced 51.4%
|
|
|
B Long Financial, LLC
Memphis, TN |
Aug 13, 2025 Q2 2025 |
1,871
shares
|
$403,499
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
George Kaiser Family Foundation
|
Aug 14, 2025 Q2 2025 |
1,865
shares
|
$402,205
0.06% of portfolio
|
Q2 2025
Added 43.68%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
1,862
shares
|
$401,558
0.24% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,858
shares
|
$400,696
0.02% of portfolio
|
Q1 2025
Reduced 33.78%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
1,856
shares
|
$400,264
0.23% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
1,836
shares
|
$395,951
0.09% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,835
shares
|
$395,736
0.07% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
1,826
shares
|
$393,795
0.02% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
1,825
shares
|
$393,579
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,822
shares
|
$392,932
0.05% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
1,815
shares
|
$391,422
0.07% of portfolio
|
Q2 2025
Added 4.31%
|