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 |
|---|---|---|---|---|---|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
20,816
shares
|
$4.35 Million
0.27% of portfolio
|
Q3 2025
Reduced 24.9%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
20,754
shares
|
$4.34 Million
0.82% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Hall Capital Management CO Inc
|
Nov 12, 2025 Q3 2025 |
20,564
shares
|
$4.3 Million
1.8% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
20,564
shares
|
$4.3 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
20,528
shares
|
$4.29 Million
0.63% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
20,509
shares
|
$4.29 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Terra Alpha Investments LLC
Washington, DC |
Nov 04, 2025 Q3 2025 |
20,489
shares
|
$4.29 Million
4.61% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Signet Investment Advisory Group, Inc.
|
Nov 06, 2025 Q3 2025 |
20,371
shares
|
$4.26 Million
2.16% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
20,351
shares
|
$4.26 Million
0.16% of portfolio
|
Q3 2025
Added 21.41%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Nov 13, 2025 Q3 2025 |
20,282
shares
|
$4.24 Million
0.22% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
20,263
shares
|
$4.24 Million
0.91% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,230
shares
|
$4.23 Million
0.02% of portfolio
|
Q3 2025
Reduced 45.62%
|
|
|
Jackson Square Partners, LLC
San Francisco, CA |
Nov 05, 2025 Q3 2025 |
20,200
shares
|
$4.23 Million
1.89% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
20,160
shares
|
$4.22 Million
0.04% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
20,142
shares
|
$4.21 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
20,054
shares
|
$4.19 Million
0.23% of portfolio
|
Q3 2022
Added 0.33%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
20,051
shares
|
$4.19 Million
0.22% of portfolio
|
Q2 2022
Reduced 1.39%
|
|
|
Opus Investment Management Inc
|
Nov 10, 2025 Q3 2025 |
20,000
shares
|
$4.18 Million
2.77% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
19,863
shares
|
$4.15 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
19,715
shares
|
$4.12 Million
0.3% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
19,637
shares
|
$4.11 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
19,540
shares
|
$4.09 Million
0.86% of portfolio
|
Q3 2025
Added 10.97%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Nov 12, 2025 Q3 2025 |
19,509
shares
|
$4.08 Million
1.27% of portfolio
|
Q3 2025
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
19,456
shares
|
$4.07 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
19,430
shares
|
$4.06 Million
1.05% of portfolio
|
Q2 2025
Added 0.36%
|
|