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 2,453 institutions that hold shares in the stock, with a total of 331 Million shares, which have been reported (via 13F filing form) to have a value of $76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,621
shares
|
$371,695
0.05% of portfolio
|
Q2 2023
Reduced 22.22%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
1,618
shares
|
$371,007
0.24% of portfolio
|
Q1 2025
Reduced 18.61%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
1,618
shares
|
$371,007
0.04% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
May 14, 2025 Q1 2025 |
1,617
shares
|
$370,778
0.24% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
1,614
shares
|
$370,090
0.06% of portfolio
|
Q1 2025
Reduced 88.19%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,612
shares
|
$369,631
0.22% of portfolio
|
Q1 2025
Added 37.19%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
1,609
shares
|
$368,943
0.1% of portfolio
|
Q2 2025
Reduced 53.8%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,607
shares
|
$368,485
0.04% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
1,607
shares
|
$368,485
0.06% of portfolio
|
Q3 2023
Reduced 3.02%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,603
shares
|
$367,567
0.02% of portfolio
|
Q4 2023
Added 0.38%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
1,602
shares
|
$367,338
0.28% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
1,597
shares
|
$366,192
0.03% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,596
shares
|
$365,962
0.03% of portfolio
|
Q2 2023
Added 5.28%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
1,592
shares
|
$365,045
0.14% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,586
shares
|
$363,669
0.03% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,581
shares
|
$362,523
0.08% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,577
shares
|
$361,606
0.06% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
1,575
shares
|
$361,147
0.26% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
1,572
shares
|
$360,459
0.01% of portfolio
|
Q1 2025
Added 40.73%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,571
shares
|
$360,230
0.04% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,569
shares
|
$359,771
0.04% of portfolio
|
Q1 2025
Added 54.89%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
1,568
shares
|
$359,542
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,567
shares
|
$359,313
0.11% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,567
shares
|
$359,313
0.07% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,567
shares
|
$359,313
0.15% of portfolio
|
Q2 2025
Reduced 7.33%
|