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 |
|---|---|---|---|---|---|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
940
shares
|
$202,720
0.04% of portfolio
|
Q2 2025
Reduced 58.02%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
937
shares
|
$202,073
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
935
shares
|
$201,642
0.08% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
934
shares
|
$201,426
0.09% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
928
shares
|
$200,132
0.05% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
923
shares
|
$199,054
0.04% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
922
shares
|
$198,838
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
919
shares
|
$198,191
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Aug 07, 2025 Q2 2025 |
917
shares
|
$197,760
0.02% of portfolio
|
Q2 2025
Reduced 74.17%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
915
shares
|
$197,328
0.12% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
915
shares
|
$197,328
0.05% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
915
shares
|
$197,328
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
914
shares
|
$197,113
0.03% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
912
shares
|
$196,681
0.14% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
910
shares
|
$196,250
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
904
shares
|
$194,956
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
901
shares
|
$194,309
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
901
shares
|
$194,309
0.09% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
900
shares
|
$194,094
0.28% of portfolio
|
Q4 2021
New holding
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
900
shares
|
$194,094
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
900
shares
|
$194,094
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
900
shares
|
$194,094
0.01% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
900
shares
|
$194,094
0.03% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
899
shares
|
$193,878
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
898
shares
|
$193,662
0.15% of portfolio
|
Q2 2025
Added 0.34%
|