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 |
|---|---|---|---|---|---|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
347
shares
|
$74,834
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
344
shares
|
$74,187
0.07% of portfolio
|
Q2 2025
Added 760.0%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
342
shares
|
$73,755
0.02% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
342
shares
|
$73,755
0.04% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
340
shares
|
$73,324
0.06% of portfolio
|
Q2 2025
Added 93.18%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
337
shares
|
$72,677
0.0% of portfolio
|
Q2 2025
Reduced 19.18%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
336
shares
|
$72,461
0.01% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
327
shares
|
$70,520
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
326
shares
|
$70,305
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
325
shares
|
$70,089
0.02% of portfolio
|
Q3 2023
Added 40.09%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
320
shares
|
$69,011
0.04% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
320
shares
|
$69,011
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
316
shares
|
$68,148
0.01% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
315
shares
|
$67,932
0.01% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
311
shares
|
$67,070
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
305
shares
|
$65,776
0.0% of portfolio
|
Q2 2025
Reduced 15.98%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
300
shares
|
$64,698
0.04% of portfolio
|
Q4 2023
Reduced 94.89%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
300
shares
|
$64,698
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
300
shares
|
$64,698
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
299
shares
|
$64,482
0.01% of portfolio
|
Q2 2025
Added 73.84%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
296
shares
|
$63,835
0.02% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
295
shares
|
$63,619
0.0% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
294
shares
|
$63,404
0.01% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
290
shares
|
$62,541
0.01% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
290
shares
|
$62,541
0.04% of portfolio
|
Q2 2025
Added 52.63%
|