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 |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
1,807
shares
|
$389,697
0.09% of portfolio
|
Q2 2025
Added 32.58%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,803
shares
|
$388,834
0.02% of portfolio
|
Q4 2024
Added 32.87%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
1,802
shares
|
$388,619
0.06% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
1,800
shares
|
$388,188
0.02% of portfolio
|
Q3 2024
Added 38.46%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,799
shares
|
$387,972
0.11% of portfolio
|
Q2 2022
Added 25.45%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,797
shares
|
$387,541
0.01% of portfolio
|
Q2 2025
Added 49.5%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
1,797
shares
|
$387,541
0.03% of portfolio
|
Q2 2025
Added 43.99%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
1,796
shares
|
$387,325
0.19% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,795
shares
|
$387,109
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
1,792
shares
|
$386,462
0.04% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
1,779
shares
|
$383,659
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
1,775
shares
|
$382,796
0.03% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,763
shares
|
$380,208
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
1,759
shares
|
$379,345
0.04% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,752
shares
|
$377,836
0.03% of portfolio
|
Q4 2023
Reduced 0.34%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
1,749
shares
|
$377,189
0.05% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
1,744
shares
|
$376,111
0.21% of portfolio
|
Q2 2025
Added 52.71%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,742
shares
|
$375,679
0.03% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
1,741
shares
|
$375,464
0.05% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
1,735
shares
|
$374,170
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
1,734
shares
|
$373,954
0.05% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
1,732
shares
|
$373,523
0.01% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Forest Hill Capital, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
1,730
shares
|
$373,091
0.28% of portfolio
|
Q4 2020
Reduced 49.21%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
1,729
shares
|
$372,876
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
1,721
shares
|
$371,150
0.17% of portfolio
|
Q2 2025
Reduced 1.88%
|