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 |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
1,610
shares
|
$347,212
0.02% of portfolio
|
Q2 2025
Added 14.84%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
1,609
shares
|
$346,996
0.01% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
1,609
shares
|
$346,996
0.1% of portfolio
|
Q2 2025
Reduced 53.8%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
1,607
shares
|
$346,565
0.04% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Auxier Asset Management
Aurora, OR |
Aug 15, 2025 Q2 2025 |
1,607
shares
|
$346,565
0.05% of portfolio
|
Q3 2023
Reduced 3.02%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,603
shares
|
$345,702
0.02% of portfolio
|
Q4 2023
Added 0.38%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
1,603
shares
|
$345,702
0.11% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Blossom Wealth Management
|
Jul 16, 2025 Q2 2025 |
1,602
shares
|
$345,487
0.65% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,602
shares
|
$345,487
0.04% of portfolio
|
Q2 2025
Added 29.51%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
1,602
shares
|
$345,487
0.28% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
1,601
shares
|
$345,271
0.05% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
1,600
shares
|
$345,056
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
1,600
shares
|
$345,056
0.05% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,596
shares
|
$344,193
0.03% of portfolio
|
Q2 2023
Added 5.28%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
1,592
shares
|
$343,330
0.13% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
1,590
shares
|
$342,899
0.03% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
1,587
shares
|
$342,252
0.2% of portfolio
|
Q2 2025
Added 23.98%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
1,585
shares
|
$341,821
0.01% of portfolio
|
Q2 2025
Reduced 17.75%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
1,582
shares
|
$341,174
0.02% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,582
shares
|
$341,174
0.06% of portfolio
|
Q2 2025
Reduced 18.83%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
1,581
shares
|
$340,958
0.05% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,581
shares
|
$340,958
0.08% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,580
shares
|
$340,742
0.02% of portfolio
|
Q2 2025
Added 172.88%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,577
shares
|
$340,095
0.06% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
1,575
shares
|
$339,664
0.26% of portfolio
|
Q1 2025
Added 5.0%
|