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 |
|---|---|---|---|---|---|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
1,075
shares
|
$231,834
0.06% of portfolio
|
Q2 2023
Reduced 12.24%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,075
shares
|
$231,834
0.06% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,074
shares
|
$231,618
0.05% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
1,073
shares
|
$231,403
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
1,072
shares
|
$231,187
0.02% of portfolio
|
Q2 2025
Added 137.69%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
1,068
shares
|
$230,324
0.05% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
1,068
shares
|
$230,324
0.08% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
1,061
shares
|
$228,815
0.08% of portfolio
|
Q2 2025
Reduced 14.02%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
1,061
shares
|
$228,815
0.04% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
1,058
shares
|
$228,168
0.08% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,056
shares
|
$227,736
0.02% of portfolio
|
Q2 2025
Reduced 22.07%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
1,054
shares
|
$227,305
0.02% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
1,051
shares
|
$226,658
0.03% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
1,047
shares
|
$225,796
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,045
shares
|
$225,364
0.08% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
1,044
shares
|
$225,149
0.01% of portfolio
|
Q1 2023
Reduced 97.74%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
1,044
shares
|
$225,149
0.13% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
1,040
shares
|
$224,286
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2025 Q2 2025 |
1,039
shares
|
$224,070
0.05% of portfolio
|
Q2 2025
Reduced 25.94%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
1,038
shares
|
$223,855
0.02% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,038
shares
|
$223,855
0.07% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1,036
shares
|
$223,423
0.03% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
1,034
shares
|
$222,992
0.05% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
1,032
shares
|
$222,561
0.01% of portfolio
|
Q2 2025
Added 26.63%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,031
shares
|
$222,345
0.08% of portfolio
|
Q2 2024
Reduced 2.92%
|