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 |
|---|---|---|---|---|---|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
1,500
shares
|
$323,490
0.01% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
1,498
shares
|
$323,058
0.2% of portfolio
|
Q3 2021
Reduced 12.04%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Jul 31, 2025 Q2 2025 |
1,496
shares
|
$322,627
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
1,492
shares
|
$321,764
0.29% of portfolio
|
Q4 2023
Reduced 89.09%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
1,491
shares
|
$321,549
0.05% of portfolio
|
Q2 2025
Added 34.69%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
1,489
shares
|
$321,117
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
1,486
shares
|
$320,470
0.11% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,485
shares
|
$320,255
0.04% of portfolio
|
Q4 2021
Reduced 40.24%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
1,484
shares
|
$320,039
0.03% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,483
shares
|
$319,823
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
1,479
shares
|
$318,961
0.04% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,477
shares
|
$318,529
0.1% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
1,475
shares
|
$318,098
0.02% of portfolio
|
Q4 2022
Added 5.36%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
1,474
shares
|
$317,882
0.0% of portfolio
|
Q2 2025
Reduced 37.78%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
1,473
shares
|
$317,667
0.03% of portfolio
|
Q2 2025
Added 37.28%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
1,472
shares
|
$317,451
0.05% of portfolio
|
Q1 2025
Reduced 75.88%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,471
shares
|
$317,235
0.03% of portfolio
|
Q3 2022
Reduced 0.2%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
1,464
shares
|
$315,726
0.23% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
1,461
shares
|
$315,079
0.09% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
1,455
shares
|
$313,785
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
1,453
shares
|
$313,353
0.27% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
1,450
shares
|
$312,707
0.21% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,449
shares
|
$312,491
0.05% of portfolio
|
Q3 2024
Added 20.85%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
1,444
shares
|
$311,413
0.09% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
1,444
shares
|
$311,413
0.06% of portfolio
|
Q2 2025
Reduced 14.2%
|