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 |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
14,900
shares
|
$3.12 Million
0.26% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
14,849
shares
|
$3.11 Million
0.09% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
14,848
shares
|
$3.11 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
14,816
shares
|
$3.1 Million
0.98% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
14,811
shares
|
$3.1 Million
1.02% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
14,780
shares
|
$3.09 Million
0.13% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
14,766
shares
|
$3.09 Million
1.09% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 24, 2025 Q3 2025 |
14,693
shares
|
$3.07 Million
0.7% of portfolio
|
Q3 2025
Added 303.76%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
14,685
shares
|
$3.07 Million
0.2% of portfolio
|
Q3 2025
Added 11.41%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
14,605
shares
|
$3.05 Million
1.12% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
14,537
shares
|
$3.04 Million
0.16% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
14,504
shares
|
$3.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
14,473
shares
|
$3.03 Million
0.06% of portfolio
|
Q3 2025
Added 13.11%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
14,452
shares
|
$3.02 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
14,413
shares
|
$3.01 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
14,386
shares
|
$3.01 Million
0.1% of portfolio
|
Q3 2025
Reduced 11.18%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,310
shares
|
$2.99 Million
0.07% of portfolio
|
Q4 2023
Added 0.27%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
14,290
shares
|
$2.99 Million
0.02% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
14,245
shares
|
$2.98 Million
0.35% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
14,216
shares
|
$2.97 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
14,180
shares
|
$2.97 Million
2.05% of portfolio
|
Q3 2025
Added 77.72%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
14,165
shares
|
$2.96 Million
0.02% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Nov 12, 2025 Q3 2025 |
14,100
shares
|
$2.95 Million
0.36% of portfolio
|
Q3 2025
Reduced 22.94%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Oct 30, 2025 Q3 2025 |
14,000
shares
|
$2.93 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
13,925
shares
|
$2.91 Million
0.16% of portfolio
|
Q3 2025
Added 6.53%
|
|