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 |
|---|---|---|---|---|---|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
125
shares
|
$26,957
0.01% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
123
shares
|
$26,526
0.01% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
122
shares
|
$26,310
0.01% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
120
shares
|
$25,879
0.01% of portfolio
|
Q1 2025
Added 69.01%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
120
shares
|
$25,879
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
120
shares
|
$25,879
0.02% of portfolio
|
Q2 2025
Reduced 10.45%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
118
shares
|
$25,447
0.01% of portfolio
|
Q2 2025
Reduced 49.57%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
118
shares
|
$25,447
0.01% of portfolio
|
Q1 2025
Added 126.92%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
117
shares
|
$25,232
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
115
shares
|
$24,800
0.01% of portfolio
|
Q3 2023
Added 91.67%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
113
shares
|
$24,369
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
111
shares
|
$23,938
0.02% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
110
shares
|
$23,722
0.02% of portfolio
|
Q1 2025
Added 18.28%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
109
shares
|
$23,506
0.01% of portfolio
|
Q2 2025
Added 13.54%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
108
shares
|
$23,291
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
105
shares
|
$22,644
0.01% of portfolio
|
Q3 2023
Reduced 59.77%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
105
shares
|
$22,644
0.01% of portfolio
|
Q2 2025
Reduced 40.34%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
103
shares
|
$22,212
0.01% of portfolio
|
Q3 2024
Added 94.34%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
102
shares
|
$21,997
0.0% of portfolio
|
Q2 2025
Reduced 23.31%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
100
shares
|
$21,566
0.0% of portfolio
|
Q2 2025
Added 31.58%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$21,566
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
100
shares
|
$21,566
0.0% of portfolio
|
Q4 2022
Reduced 20.63%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
100
shares
|
$21,566
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
100
shares
|
$21,566
0.01% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
100
shares
|
$21,566
0.02% of portfolio
|
Q2 2025
New holding
|