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 2,505 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 $78.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
6
shares
|
$1,397
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
5
shares
|
$1,164
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
5
shares
|
$1,164
0.0% of portfolio
|
Q2 2023
Reduced 91.67%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
5
shares
|
$1,164
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
5
shares
|
$1,164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
5
shares
|
$1,164
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
4
shares
|
$931
0.0% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
4
shares
|
$931
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
4
shares
|
$931
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3
shares
|
$698
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
2
shares
|
$465
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
2
shares
|
$465
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
1
shares
|
$232
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
1
shares
|
$232
0.0% of portfolio
|
Q2 2025
Reduced 83.33%
|
|
|
Lazard Freres Gestion S.A.S.
|
Jul 31, 2025 Q2 2025 |
0
shares
|
$0
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|