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 |
|---|---|---|---|---|---|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
22,840
shares
|
$4.78 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Nov 13, 2025 Q3 2025 |
22,754
shares
|
$4.76 Million
2.29% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
22,735
shares
|
$4.76 Million
0.56% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
22,715
shares
|
$4.75 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
22,696
shares
|
$4.75 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
22,661
shares
|
$4.74 Million
0.06% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
22,549
shares
|
$4.72 Million
2.02% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
22,492
shares
|
$4.7 Million
0.11% of portfolio
|
Q3 2025
Added 12.16%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
22,477
shares
|
$4.7 Million
0.53% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
22,438
shares
|
$4.69 Million
2.02% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Nov 13, 2025 Q3 2025 |
22,411
shares
|
$4.69 Million
1.36% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
22,156
shares
|
$4.63 Million
2.8% of portfolio
|
Q2 2022
Added 2.49%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
22,145
shares
|
$4.63 Million
0.61% of portfolio
|
Q3 2025
Reduced 11.51%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
21,966
shares
|
$4.59 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Hartford Investment Management CO
|
Nov 04, 2025 Q3 2025 |
21,769
shares
|
$4.55 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
21,746
shares
|
$4.55 Million
0.02% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
21,622
shares
|
$4.52 Million
0.1% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Nov 13, 2025 Q3 2025 |
21,618
shares
|
$4.52 Million
2.6% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
21,607
shares
|
$4.52 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Imc Chicago, LLC
|
Nov 04, 2025 Q3 2025 |
21,431
shares
|
$4.48 Million
0.1% of portfolio
|
Q3 2025
Added 90.57%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
21,385
shares
|
$4.47 Million
1.49% of portfolio
|
Q3 2025
Added 21.18%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
21,249
shares
|
$4.44 Million
0.23% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
20,994
shares
|
$4.39 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
20,931
shares
|
$4.38 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
20,825
shares
|
$4.36 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.51%
|
|