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 |
|---|---|---|---|---|---|
|
Aegon Asset Management Uk PLC
|
Jul 28, 2025 Q2 2025 |
1,574
shares
|
$339,448
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
1,569
shares
|
$338,370
0.13% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
1,568
shares
|
$338,154
0.07% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,567
shares
|
$337,939
0.11% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,567
shares
|
$337,939
0.15% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,565
shares
|
$337,507
0.28% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
1,562
shares
|
$336,860
0.02% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
1,555
shares
|
$335,351
0.22% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
1,555
shares
|
$335,351
0.25% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
1,553
shares
|
$334,919
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,549
shares
|
$334,057
0.13% of portfolio
|
Q2 2025
Added 23.03%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
1,546
shares
|
$333,410
0.17% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,540
shares
|
$332,116
0.04% of portfolio
|
Q2 2025
Reduced 15.34%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
1,533
shares
|
$330,606
0.39% of portfolio
|
Q4 2023
Added 0.99%
|
|
|
Diamant Asset Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,530
shares
|
$329,959
0.27% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,530
shares
|
$329,959
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
1,528
shares
|
$329,528
0.07% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
1,527
shares
|
$329,312
0.09% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
1,527
shares
|
$329,312
0.03% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Krs Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
1,523
shares
|
$328,450
0.24% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
1,515
shares
|
$326,724
0.04% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,512
shares
|
$326,077
0.13% of portfolio
|
Q3 2023
Added 11.01%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,507
shares
|
$324,999
0.03% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,504
shares
|
$324,352
0.1% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
1,501
shares
|
$323,705
0.07% of portfolio
|
Q2 2025
Added 6.76%
|