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 |
|---|---|---|---|---|---|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
897
shares
|
$193,447
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
896
shares
|
$193,231
0.02% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
896
shares
|
$193,231
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
895
shares
|
$193,015
0.02% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
894
shares
|
$192,800
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Threadgill Financial, LLC
|
Jul 09, 2025 Q2 2025 |
892
shares
|
$192,368
0.11% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
889
shares
|
$191,721
0.04% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
884
shares
|
$190,643
0.01% of portfolio
|
Q2 2025
Added 23.46%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
883
shares
|
$190,427
0.05% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
883
shares
|
$190,427
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Jul 22, 2025 Q2 2025 |
882
shares
|
$190,212
0.09% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
877
shares
|
$189,133
0.09% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
875
shares
|
$188,702
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Aug 14, 2025 Q2 2025 |
875
shares
|
$188,702
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
869
shares
|
$187,408
0.01% of portfolio
|
Q2 2025
Reduced 25.85%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
866
shares
|
$186,761
0.09% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
851
shares
|
$183,526
0.05% of portfolio
|
Q2 2025
Reduced 29.79%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
849
shares
|
$183,095
0.02% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
839
shares
|
$180,938
0.13% of portfolio
|
Q4 2018
Added 898.81%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
832
shares
|
$179,429
0.05% of portfolio
|
Q2 2025
Added 143.99%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
805
shares
|
$173,606
0.02% of portfolio
|
Q2 2025
Added 24.61%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
802
shares
|
$172,959
0.06% of portfolio
|
Q4 2023
Reduced 16.63%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
800
shares
|
$172,528
0.01% of portfolio
|
Q3 2021
Reduced 39.62%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
800
shares
|
$172,528
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
792
shares
|
$170,802
0.07% of portfolio
|
Q1 2025
Added 0.13%
|