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 |
|---|---|---|---|---|---|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
1,675
shares
|
$361,230
0.2% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
1,670
shares
|
$360,152
0.15% of portfolio
|
Q2 2025
Added 912.12%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
1,666
shares
|
$359,289
0.07% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
1,660
shares
|
$357,995
0.04% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
1,659
shares
|
$357,779
0.04% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,655
shares
|
$356,917
0.04% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
1,653
shares
|
$356,485
0.06% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
1,652
shares
|
$356,270
0.09% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
1,651
shares
|
$356,054
0.02% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,651
shares
|
$356,054
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
1,650
shares
|
$355,839
0.03% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
1,650
shares
|
$355,839
0.31% of portfolio
|
Q2 2025
Reduced 22.9%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
1,648
shares
|
$355,407
0.01% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
1,645
shares
|
$354,760
0.08% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,643
shares
|
$354,329
0.13% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
1,642
shares
|
$354,113
0.12% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
1,636
shares
|
$352,819
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
1,631
shares
|
$351,741
0.02% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,631
shares
|
$351,741
0.05% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Jul 24, 2025 Q2 2025 |
1,626
shares
|
$350,663
0.26% of portfolio
|
Q1 2024
Added 1.06%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,621
shares
|
$349,584
0.05% of portfolio
|
Q2 2023
Reduced 22.22%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
1,618
shares
|
$348,937
0.24% of portfolio
|
Q1 2025
Reduced 18.61%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
1,614
shares
|
$348,075
0.06% of portfolio
|
Q1 2025
Reduced 88.19%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
1,612
shares
|
$347,643
0.04% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
1,611
shares
|
$347,428
0.19% of portfolio
|
Q2 2025
Reduced 3.36%
|