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 |
|---|---|---|---|---|---|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
100
shares
|
$21,566
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jul 24, 2025 Q2 2025 |
99
shares
|
$21,350
0.01% of portfolio
|
Q2 2025
Reduced 19.51%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
99
shares
|
$21,350
0.02% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
91
shares
|
$19,625
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
90
shares
|
$19,409
0.01% of portfolio
|
Q1 2024
Reduced 78.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
89
shares
|
$19,193
0.01% of portfolio
|
Q2 2024
Added 1171.43%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
89
shares
|
$19,193
0.0% of portfolio
|
Q2 2025
Added 17.11%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
89
shares
|
$19,193
0.01% of portfolio
|
Q1 2025
Reduced 35.97%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
89
shares
|
$19,193
0.02% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
88
shares
|
$18,978
0.0% of portfolio
|
Q2 2025
Added 76.0%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
86
shares
|
$18,546
0.0% of portfolio
|
Q3 2024
Added 230.77%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
84
shares
|
$18,115
0.0% of portfolio
|
Q2 2023
Reduced 96.71%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
84
shares
|
$18,115
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
81
shares
|
$17,468
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
80
shares
|
$17,252
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
80
shares
|
$17,252
0.0% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
78
shares
|
$16,821
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
78
shares
|
$16,821
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
77
shares
|
$16,605
0.01% of portfolio
|
Q4 2019
Reduced 56.5%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
75
shares
|
$16,174
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
74
shares
|
$15,958
0.01% of portfolio
|
Q2 2020
Reduced 99.27%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
72
shares
|
$15,527
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
72
shares
|
$15,527
0.0% of portfolio
|
Q2 2025
Added 140.0%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
72
shares
|
$15,527
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
71
shares
|
$15,311
0.01% of portfolio
|
Q2 2025
Added 7.58%
|