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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
450
shares
|
$97,047
0.02% of portfolio
|
Q2 2025
Added 18.42%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
450
shares
|
$97,047
0.02% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
444
shares
|
$95,753
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
441
shares
|
$95,106
0.03% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
433
shares
|
$93,380
0.03% of portfolio
|
Q2 2025
Added 4230.0%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
430
shares
|
$92,733
0.02% of portfolio
|
Q2 2025
Reduced 52.06%
|
|
|
Adalta Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
425
shares
|
$91,655
0.05% of portfolio
|
Q1 2025
Added 112.5%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
424
shares
|
$91,439
0.01% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
424
shares
|
$91,439
0.01% of portfolio
|
Q2 2025
Added 73.77%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
423
shares
|
$91,224
0.01% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
422
shares
|
$91,008
0.04% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
421
shares
|
$90,792
0.02% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
420
shares
|
$90,577
0.04% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
419
shares
|
$90,361
0.05% of portfolio
|
Q4 2024
Reduced 31.31%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
410
shares
|
$88,420
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
400
shares
|
$86,264
0.02% of portfolio
|
Q1 2025
Reduced 11.89%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
400
shares
|
$86,264
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
400
shares
|
$86,264
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
393
shares
|
$84,754
0.02% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
390
shares
|
$84,107
0.02% of portfolio
|
Q4 2022
Reduced 43.48%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
373
shares
|
$80,441
0.03% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
363
shares
|
$78,284
0.04% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
363
shares
|
$78,284
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
357
shares
|
$76,990
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
351
shares
|
$75,696
0.06% of portfolio
|
Q3 2024
Added 10.54%
|