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 |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1,443
shares
|
$311,197
0.05% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
1,441
shares
|
$310,766
0.13% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
1,437
shares
|
$309,903
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,437
shares
|
$309,903
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
1,432
shares
|
$308,825
0.03% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
1,431
shares
|
$308,609
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
1,430
shares
|
$308,393
0.02% of portfolio
|
Q3 2022
Added 5.15%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
1,428
shares
|
$307,962
0.0% of portfolio
|
Q4 2024
Added 19.4%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,427
shares
|
$307,746
0.13% of portfolio
|
Q4 2022
Reduced 14.86%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
1,422
shares
|
$306,668
0.12% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,421
shares
|
$306,452
0.04% of portfolio
|
Q2 2025
Added 29.3%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
1,420
shares
|
$306,237
0.02% of portfolio
|
Q2 2025
Added 9.06%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
1,413
shares
|
$304,727
0.08% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
1,413
shares
|
$304,727
0.02% of portfolio
|
Q2 2024
Added 3.67%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
1,412
shares
|
$304,511
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
1,407
shares
|
$303,433
0.15% of portfolio
|
Q2 2025
Added 37.81%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
1,407
shares
|
$303,433
0.08% of portfolio
|
Q2 2025
Added 20.57%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
1,407
shares
|
$303,433
0.25% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,398
shares
|
$301,492
0.13% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
1,395
shares
|
$300,845
0.05% of portfolio
|
Q2 2025
Reduced 20.6%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
1,394
shares
|
$300,630
0.03% of portfolio
|
Q2 2025
Reduced 13.84%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
1,393
shares
|
$300,414
0.05% of portfolio
|
Q2 2025
Added 35.11%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
1,389
shares
|
$299,551
0.09% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Value Partners Investments Inc.
|
Jul 07, 2025 Q2 2025 |
1,388
shares
|
$299,336
0.03% of portfolio
|
Q2 2025
Added 34.5%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
1,380
shares
|
$297,610
0.02% of portfolio
|
Q2 2025
Reduced 5.22%
|