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 |
|---|---|---|---|---|---|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
1,325
shares
|
$285,749
0.03% of portfolio
|
Q2 2023
Reduced 11.61%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
1,325
shares
|
$285,749
0.05% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
1,323
shares
|
$285,318
0.1% of portfolio
|
Q3 2024
Added 29.33%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
1,323
shares
|
$285,318
0.23% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,323
shares
|
$285,318
0.28% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
1,320
shares
|
$284,671
0.02% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
1,319
shares
|
$284,455
0.05% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
1,315
shares
|
$283,592
0.06% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
1,314
shares
|
$283,377
0.12% of portfolio
|
Q2 2025
Added 29.59%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
1,312
shares
|
$282,945
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
1,308
shares
|
$282,083
0.14% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,306
shares
|
$281,651
0.36% of portfolio
|
Q2 2022
New holding
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
1,300
shares
|
$280,358
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
1,300
shares
|
$280,358
0.07% of portfolio
|
Q1 2025
Reduced 66.23%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
1,297
shares
|
$279,711
0.25% of portfolio
|
Q2 2025
Reduced 24.94%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
1,296
shares
|
$279,495
0.13% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
1,295
shares
|
$279,279
0.45% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
1,285
shares
|
$277,123
0.1% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
1,284
shares
|
$276,907
0.03% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,283
shares
|
$276,691
0.0% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,282
shares
|
$276,476
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,280
shares
|
$276,044
0.05% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
1,278
shares
|
$275,613
0.01% of portfolio
|
Q2 2025
Added 20.57%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,276
shares
|
$275,182
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,273
shares
|
$274,535
0.04% of portfolio
|
Q3 2022
New holding
|