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 |
|---|---|---|---|---|---|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
69
shares
|
$14,880
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
68
shares
|
$14,664
0.0% of portfolio
|
Q2 2025
Added 65.85%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
66
shares
|
$14,233
0.0% of portfolio
|
Q2 2025
Reduced 67.0%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
65
shares
|
$14,017
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
1248 Management, LLC
Kansas City, MO |
Aug 15, 2025 Q2 2025 |
64
shares
|
$13,802
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
61
shares
|
$13,155
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
60
shares
|
$12,939
0.0% of portfolio
|
Q2 2025
Added 93.55%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
55
shares
|
$11,861
0.0% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
54
shares
|
$11,645
0.0% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
54
shares
|
$11,645
0.01% of portfolio
|
Q1 2025
Reduced 69.66%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
54
shares
|
$11,645
0.01% of portfolio
|
Q2 2025
Added 1250.0%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
51
shares
|
$10,998
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
51
shares
|
$10,998
0.0% of portfolio
|
Q2 2025
Added 183.33%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
50
shares
|
$10,783
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
50
shares
|
$10,783
0.0% of portfolio
|
Q2 2025
Reduced 64.79%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
50
shares
|
$10,783
0.0% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
50
shares
|
$10,783
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
49
shares
|
$10,567
0.01% of portfolio
|
Q2 2023
Added 48.48%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
47
shares
|
$10,136
0.01% of portfolio
|
Q2 2025
Added 370.0%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
47
shares
|
$10,136
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
47
shares
|
$10,136
0.01% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
46
shares
|
$9,920
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Jul 31, 2025 Q2 2025 |
46
shares
|
$9,920
0.01% of portfolio
|
Q2 2025
Reduced 97.62%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
43
shares
|
$9,273
0.01% of portfolio
|
Q1 2025
Added 152.94%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
42
shares
|
$9,057
0.0% of portfolio
|
Q2 2025
New holding
|