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 |
|---|---|---|---|---|---|
|
Brown Shipley& CO LTD
London, X0 |
Oct 20, 2025 Q3 2025 |
13,813
shares
|
$2.89 Million
1.61% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,721
shares
|
$2.87 Million
0.08% of portfolio
|
Q2 2025
Reduced 74.4%
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
13,675
shares
|
$2.86 Million
0.78% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
13,654
shares
|
$2.86 Million
0.15% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2025 Q3 2025 |
13,646
shares
|
$2.85 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
13,586
shares
|
$2.84 Million
0.41% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
13,573
shares
|
$2.84 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Nov 12, 2025 Q3 2025 |
13,463
shares
|
$2.82 Million
1.53% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
13,432
shares
|
$2.81 Million
0.06% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
13,424
shares
|
$2.81 Million
0.05% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,424
shares
|
$2.81 Million
0.47% of portfolio
|
Q3 2025
Added 135.34%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
13,400
shares
|
$2.8 Million
0.05% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
13,397
shares
|
$2.8 Million
0.35% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
13,392
shares
|
$2.8 Million
0.02% of portfolio
|
Q3 2025
Added 32.21%
|
|
|
Iowa State Bank
|
Oct 03, 2025 Q3 2025 |
13,377
shares
|
$2.8 Million
0.57% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
13,213
shares
|
$2.76 Million
0.2% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Exeter Financial, LLC
|
Oct 06, 2025 Q3 2025 |
13,124
shares
|
$2.75 Million
1.27% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
13,114
shares
|
$2.74 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
13,112
shares
|
$2.74 Million
0.14% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Enhancing Capital LLC
|
Nov 13, 2025 Q3 2025 |
13,100
shares
|
$2.74 Million
2.12% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
13,081
shares
|
$2.74 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
13,048
shares
|
$2.73 Million
0.27% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
13,039
shares
|
$2.73 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Viking Fund Management LLC
|
Oct 10, 2025 Q3 2025 |
13,000
shares
|
$2.72 Million
0.36% of portfolio
|
Q4 2021
Added 8.33%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
12,996
shares
|
$2.72 Million
0.1% of portfolio
|
Q3 2025
Added 42.47%
|
|