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 |
|---|---|---|---|---|---|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,163
shares
|
$250,812
0.07% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
1,162
shares
|
$250,596
0.13% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
1,160
shares
|
$250,165
0.07% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
1,159
shares
|
$249,949
0.09% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,158
shares
|
$249,734
0.06% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,157
shares
|
$249,518
0.12% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
1,156
shares
|
$249,302
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
1,152
shares
|
$248,440
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
1,152
shares
|
$248,440
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
1,151
shares
|
$248,224
0.16% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
1,148
shares
|
$247,577
0.06% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
1,147
shares
|
$247,362
0.01% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
1,145
shares
|
$246,930
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Tobam
|
Aug 08, 2025 Q2 2025 |
1,132
shares
|
$244,127
0.1% of portfolio
|
Q2 2025
Reduced 62.12%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
1,129
shares
|
$243,480
0.04% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
1,126
shares
|
$242,833
0.2% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jul 16, 2025 Q2 2025 |
1,125
shares
|
$242,617
0.2% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
1,125
shares
|
$242,617
0.07% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,122
shares
|
$241,970
0.02% of portfolio
|
Q2 2025
Added 14.26%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,121
shares
|
$241,754
0.03% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
1,118
shares
|
$241,107
0.05% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,118
shares
|
$241,107
0.01% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
1,117
shares
|
$240,892
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
1,116
shares
|
$240,676
0.04% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
1,112
shares
|
$239,813
0.19% of portfolio
|
Q1 2025
Reduced 31.86%
|