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 |
|---|---|---|---|---|---|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
41
shares
|
$8,842
0.0% of portfolio
|
Q2 2025
Added 4000.0%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
40
shares
|
$8,626
0.0% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
39
shares
|
$8,410
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
38
shares
|
$8,195
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
35
shares
|
$7,548
0.0% of portfolio
|
Q2 2025
Reduced 54.55%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
34
shares
|
$7,332
0.0% of portfolio
|
Q2 2025
Added 25.93%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
34
shares
|
$7,332
0.0% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
33
shares
|
$7,116
0.0% of portfolio
|
Q4 2023
Reduced 81.97%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
33
shares
|
$7,116
0.0% of portfolio
|
Q2 2025
Reduced 99.04%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
30
shares
|
$6,469
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
30
shares
|
$6,469
0.0% of portfolio
|
Q2 2025
Reduced 51.61%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
29
shares
|
$6,254
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
29
shares
|
$6,254
0.0% of portfolio
|
Q2 2025
Added 45.0%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
29
shares
|
$6,254
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
28
shares
|
$6,038
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
27
shares
|
$5,822
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
27
shares
|
$5,822
0.0% of portfolio
|
Q4 2023
Added 3.85%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
26
shares
|
$5,607
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
26
shares
|
$5,607
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
26
shares
|
$5,607
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
26
shares
|
$5,607
0.0% of portfolio
|
Q2 2025
Added 34.62%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
26
shares
|
$5,607
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
25
shares
|
$5,391
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
25
shares
|
$5,391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
25
shares
|
$5,391
0.0% of portfolio
|
Q2 2025
New holding
|