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 |
|---|---|---|---|---|---|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
570
shares
|
$122,926
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
570
shares
|
$122,926
0.05% of portfolio
|
Q2 2025
Reduced 29.89%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
567
shares
|
$122,279
0.03% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
565
shares
|
$121,847
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
562
shares
|
$121,200
0.01% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
559
shares
|
$120,553
0.06% of portfolio
|
Q2 2022
Added 20.73%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
554
shares
|
$119,475
0.04% of portfolio
|
Q3 2023
Added 3.17%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
553
shares
|
$119,259
0.1% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
550
shares
|
$118,613
0.06% of portfolio
|
Q1 2022
Reduced 5.01%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
544
shares
|
$117,319
0.05% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
537
shares
|
$115,809
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
535
shares
|
$115,378
0.05% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
525
shares
|
$113,221
0.05% of portfolio
|
Q1 2018
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
516
shares
|
$111,280
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
512
shares
|
$110,417
0.01% of portfolio
|
Q2 2025
Added 273.72%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
500
shares
|
$107,830
0.01% of portfolio
|
Q1 2025
Reduced 40.12%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
500
shares
|
$107,830
0.02% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
500
shares
|
$107,830
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
500
shares
|
$107,830
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
488
shares
|
$105,242
0.01% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
488
shares
|
$105,242
0.07% of portfolio
|
Q2 2025
Reduced 21.16%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
487
shares
|
$105,026
0.05% of portfolio
|
Q2 2024
Added 3.62%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
467
shares
|
$100,713
0.01% of portfolio
|
Q3 2022
Reduced 5.47%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
465
shares
|
$100,281
0.18% of portfolio
|
Q3 2022
Reduced 17.41%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
454
shares
|
$97,909
0.02% of portfolio
|
Q2 2025
Reduced 40.58%
|