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 |
|---|---|---|---|---|---|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
1,719
shares
|
$370,719
0.17% of portfolio
|
Q4 2022
Added 0.35%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,713
shares
|
$369,425
0.07% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,713
shares
|
$369,425
0.05% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
1,712
shares
|
$369,209
0.19% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
1,710
shares
|
$368,778
0.19% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
1,708
shares
|
$368,347
0.08% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
1,704
shares
|
$367,484
0.23% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1,703
shares
|
$367,268
0.03% of portfolio
|
Q2 2025
Reduced 26.53%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
1,700
shares
|
$366,622
0.07% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
1,696
shares
|
$365,759
0.12% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
1,693
shares
|
$365,112
0.09% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
1,692
shares
|
$364,896
0.08% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
1,691
shares
|
$364,681
0.08% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,689
shares
|
$364,249
0.04% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
1,686
shares
|
$363,602
0.09% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,684
shares
|
$363,171
0.03% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
1,684
shares
|
$363,171
0.01% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
1,684
shares
|
$363,171
0.16% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,681
shares
|
$362,524
0.03% of portfolio
|
Q1 2023
Reduced 16.16%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,681
shares
|
$362,524
0.03% of portfolio
|
Q1 2023
Reduced 16.16%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
1,681
shares
|
$362,524
0.12% of portfolio
|
Q2 2025
Added 21.55%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
1,680
shares
|
$362,308
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,677
shares
|
$361,661
0.05% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
1,677
shares
|
$361,661
0.39% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,676
shares
|
$361,446
0.01% of portfolio
|
Q2 2025
Added 8.55%
|