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 2,483 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $69.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
27,063
shares
|
$5.66 Million
1.09% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
27,043
shares
|
$5.66 Million
0.99% of portfolio
|
Q3 2025
Added 15.0%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
27,005
shares
|
$5.65 Million
1.03% of portfolio
|
Q2 2024
Reduced 8.72%
|
|
|
Arjuna Capital
|
Nov 04, 2025 Q3 2025 |
26,995
shares
|
$5.65 Million
1.53% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
26,816
shares
|
$5.61 Million
0.37% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
26,789
shares
|
$5.6 Million
0.33% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
26,752
shares
|
$5.6 Million
0.7% of portfolio
|
Q3 2025
Reduced 16.05%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
26,750
shares
|
$5.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
26,722
shares
|
$5.59 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
26,690
shares
|
$5.58 Million
0.03% of portfolio
|
Q2 2023
Reduced 45.17%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
26,500
shares
|
$5.54 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
26,429
shares
|
$5.53 Million
0.15% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2025 Q3 2025 |
26,317
shares
|
$5.5 Million
1.82% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 04, 2025 Q3 2025 |
26,136
shares
|
$5.47 Million
1.08% of portfolio
|
Q3 2025
Added 37.14%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
25,984
shares
|
$5.44 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
25,977
shares
|
$5.43 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2025 Q3 2025 |
25,970
shares
|
$5.43 Million
0.25% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
25,941
shares
|
$5.43 Million
0.16% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
25,800
shares
|
$5.4 Million
0.67% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
25,648
shares
|
$5.36 Million
1.12% of portfolio
|
Q3 2022
Reduced 0.43%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
25,638
shares
|
$5.36 Million
0.03% of portfolio
|
Q3 2025
Added 196.26%
|
|
|
Hall Laurie J Trustee
|
Oct 14, 2025 Q3 2025 |
25,513
shares
|
$5.34 Million
1.89% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
25,434
shares
|
$5.32 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
25,344
shares
|
$5.3 Million
0.55% of portfolio
|
Q3 2025
Added 12.76%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
25,245
shares
|
$5.28 Million
0.17% of portfolio
|
Q3 2025
Added 3.95%
|
|