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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
1,214
shares
|
$261,811
0.02% of portfolio
|
Q2 2025
Added 18.55%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
1,214
shares
|
$261,811
0.04% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
1,207
shares
|
$260,301
0.03% of portfolio
|
Q2 2025
Added 33.08%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
1,206
shares
|
$260,085
0.06% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
1,205
shares
|
$259,870
0.07% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Dividend Assets Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,204
shares
|
$259,654
0.05% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
1,200
shares
|
$258,792
3.73% of portfolio
|
Q1 2025
New holding
|
|
|
Payden & Rygel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
1,200
shares
|
$258,792
0.02% of portfolio
|
Q4 2024
Reduced 81.54%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
1,198
shares
|
$258,360
0.05% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
1,198
shares
|
$258,360
0.12% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
1,197
shares
|
$258,145
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
1,191
shares
|
$256,851
0.11% of portfolio
|
Q2 2025
Added 37.85%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
1,190
shares
|
$256,635
0.06% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2025 Q2 2025 |
1,188
shares
|
$256,204
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
1,186
shares
|
$255,772
0.01% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,180
shares
|
$254,478
0.03% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
1,178
shares
|
$254,047
0.01% of portfolio
|
Q2 2025
Added 21.95%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
1,177
shares
|
$253,831
0.15% of portfolio
|
Q1 2025
Reduced 23.02%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
1,173
shares
|
$252,969
0.02% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
1,169
shares
|
$252,106
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
1,169
shares
|
$252,106
0.01% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
1,169
shares
|
$252,106
0.1% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
1,168
shares
|
$251,890
0.2% of portfolio
|
Q2 2025
Reduced 43.79%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,164
shares
|
$251,028
0.02% of portfolio
|
Q4 2023
Reduced 43.93%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
1,163
shares
|
$250,812
0.11% of portfolio
|
Q1 2025
Reduced 14.61%
|