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 |
|---|---|---|---|---|---|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
1,029
shares
|
$221,914
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
1,029
shares
|
$221,914
0.08% of portfolio
|
Q2 2025
Reduced 47.93%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
1,026
shares
|
$221,267
0.03% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
1,023
shares
|
$220,620
0.01% of portfolio
|
Q2 2025
Reduced 12.79%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
1,021
shares
|
$220,188
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
1,017
shares
|
$219,326
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
1,015
shares
|
$218,894
0.11% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
1,015
shares
|
$218,894
0.05% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,013
shares
|
$218,463
0.02% of portfolio
|
Q2 2025
Reduced 35.44%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
1,012
shares
|
$218,247
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
1,012
shares
|
$218,247
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
1,011
shares
|
$218,032
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Aug 08, 2025 Q2 2025 |
1,010
shares
|
$217,816
0.17% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
1,010
shares
|
$217,816
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
1,009
shares
|
$217,600
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,008
shares
|
$217,385
0.02% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
1,008
shares
|
$217,385
0.03% of portfolio
|
Q2 2024
Reduced 2.42%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
1,006
shares
|
$216,953
0.1% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
1,002
shares
|
$216,091
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,000
shares
|
$215,660
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,000
shares
|
$215,660
0.07% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
1,000
shares
|
$215,660
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 29, 2025 Q2 2025 |
1,000
shares
|
$215,660
0.23% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
1,000
shares
|
$215,660
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
1,000
shares
|
$215,660
0.12% of portfolio
|
Q1 2024
New holding
|