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 |
|---|---|---|---|---|---|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
25,204
shares
|
$5.27 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
25,186
shares
|
$5.27 Million
0.63% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
25,109
shares
|
$5.25 Million
0.19% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
24,550
shares
|
$5.14 Million
0.08% of portfolio
|
Q3 2025
Reduced 12.86%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
24,400
shares
|
$5.1 Million
0.04% of portfolio
|
Q3 2022
Added 1132.95%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Nov 03, 2025 Q3 2025 |
24,312
shares
|
$5.09 Million
1.14% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
24,241
shares
|
$5.07 Million
0.58% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
24,208
shares
|
$5.06 Million
0.09% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Oct 29, 2025 Q3 2025 |
24,033
shares
|
$5.03 Million
3.22% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
23,948
shares
|
$5.01 Million
2.62% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
23,895
shares
|
$5 Million
0.34% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
23,893
shares
|
$5 Million
0.83% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
23,719
shares
|
$4.96 Million
0.6% of portfolio
|
Q2 2024
Reduced 3.69%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
23,707
shares
|
$4.96 Million
0.07% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
23,608
shares
|
$4.94 Million
0.08% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
23,585
shares
|
$4.93 Million
0.02% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Westhampton Capital, LLC
|
Oct 17, 2025 Q3 2025 |
23,580
shares
|
$4.93 Million
2.63% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2025 Q3 2025 |
23,454
shares
|
$4.91 Million
0.95% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
23,316
shares
|
$4.88 Million
0.26% of portfolio
|
Q3 2025
Reduced 45.08%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
23,227
shares
|
$4.86 Million
0.15% of portfolio
|
Q3 2025
Reduced 9.62%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
23,160
shares
|
$4.84 Million
0.05% of portfolio
|
Q3 2025
Added 27.27%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
23,128
shares
|
$4.84 Million
0.05% of portfolio
|
Q3 2025
Added 48.23%
|
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Nov 13, 2025 Q3 2025 |
23,003
shares
|
$4.81 Million
0.06% of portfolio
|
Q3 2025
Reduced 21.9%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
22,951
shares
|
$4.8 Million
0.55% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
22,879
shares
|
$4.79 Million
0.05% of portfolio
|
Q3 2025
Added 33.77%
|
|