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 |
|---|---|---|---|---|---|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
1,110
shares
|
$239,382
0.01% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
1,106
shares
|
$238,519
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
1,106
shares
|
$238,519
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
1,105
shares
|
$238,304
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,103
shares
|
$237,872
0.09% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
1,102
shares
|
$237,657
0.09% of portfolio
|
Q2 2025
Reduced 40.43%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
1,101
shares
|
$237,441
0.12% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
S&Co Inc
Boston, MA |
Aug 07, 2025 Q2 2025 |
1,100
shares
|
$237,226
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,098
shares
|
$236,794
0.02% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
1,097
shares
|
$236,579
0.03% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
1,095
shares
|
$236,147
0.03% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,092
shares
|
$235,500
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
1,092
shares
|
$235,500
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
1,090
shares
|
$235,069
0.03% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
1,088
shares
|
$234,638
0.0% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
1,085
shares
|
$233,991
0.02% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
1,084
shares
|
$233,775
0.13% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
1,083
shares
|
$233,559
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
1,082
shares
|
$233,344
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
1,082
shares
|
$233,344
0.02% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
1,079
shares
|
$232,697
0.03% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
1,077
shares
|
$232,265
0.05% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Aug 13, 2025 Q2 2025 |
1,077
shares
|
$232,265
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Resolute Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,076
shares
|
$232,050
0.06% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
1,075
shares
|
$231,834
0.01% of portfolio
|
Q2 2025
Reduced 2.27%
|