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 |
|---|---|---|---|---|---|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
186
shares
|
$40,112
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
185
shares
|
$39,897
0.0% of portfolio
|
Q1 2025
Reduced 17.78%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
182
shares
|
$39,250
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
177
shares
|
$38,171
0.03% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
176
shares
|
$37,956
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
176
shares
|
$37,956
0.06% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
174
shares
|
$37,524
0.01% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
166
shares
|
$35,799
0.0% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
166
shares
|
$35,799
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
165
shares
|
$35,583
15.0% of portfolio
|
Q4 2023
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
162
shares
|
$34,936
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
156
shares
|
$33,642
0.01% of portfolio
|
Q2 2025
Reduced 16.58%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
154
shares
|
$33,211
0.01% of portfolio
|
Q2 2025
Reduced 99.02%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
152
shares
|
$32,780
0.02% of portfolio
|
Q2 2025
Reduced 86.79%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
150
shares
|
$32,349
0.01% of portfolio
|
Q4 2024
Reduced 16.2%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
150
shares
|
$32,349
0.03% of portfolio
|
Q2 2025
Reduced 28.91%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
145
shares
|
$31,270
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
144
shares
|
$31,055
0.0% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
137
shares
|
$29,545
0.01% of portfolio
|
Q1 2025
Added 120.97%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
128
shares
|
$27,604
0.02% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
128
shares
|
$27,604
0.01% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
127
shares
|
$27,388
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
125
shares
|
$26,957
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
125
shares
|
$26,957
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
125
shares
|
$26,957
0.01% of portfolio
|
Q2 2025
Reduced 10.07%
|