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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
787
shares
|
$169,724
0.01% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
780
shares
|
$168,214
0.03% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
770
shares
|
$166,058
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
769
shares
|
$165,842
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
751
shares
|
$161,960
0.05% of portfolio
|
Q4 2023
Reduced 36.14%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
745
shares
|
$160,666
0.01% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
733
shares
|
$158,078
0.0% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
708
shares
|
$152,687
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
700
shares
|
$150,962
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
698
shares
|
$150,530
0.02% of portfolio
|
Q1 2025
Added 42.16%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
696
shares
|
$150,099
0.0% of portfolio
|
Q2 2025
Reduced 43.55%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
691
shares
|
$149,021
0.0% of portfolio
|
Q2 2025
Reduced 97.83%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
677
shares
|
$146,001
0.02% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
660
shares
|
$142,335
0.04% of portfolio
|
Q1 2024
Reduced 2.94%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
658
shares
|
$141,904
0.05% of portfolio
|
Q2 2025
Added 265.56%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
653
shares
|
$140,825
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
650
shares
|
$140,179
0.01% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
619
shares
|
$133,493
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
614
shares
|
$132,415
0.01% of portfolio
|
Q2 2023
Reduced 16.35%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
612
shares
|
$131,983
0.01% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
610
shares
|
$131,552
0.06% of portfolio
|
Q1 2022
Reduced 0.81%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
606
shares
|
$130,689
0.03% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
585
shares
|
$126,161
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
572
shares
|
$123,357
0.01% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
571
shares
|
$123,141
0.03% of portfolio
|
Q1 2025
Added 0.18%
|