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 |
|---|---|---|---|---|---|
|
Outfitter Financial LLC
|
Oct 23, 2025 Q3 2025 |
9,819
shares
|
$2.05 Million
1.77% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
9,799
shares
|
$2.05 Million
0.94% of portfolio
|
Q3 2025
Added 30.32%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
9,775
shares
|
$2.04 Million
0.76% of portfolio
|
Q3 2025
Added 14.41%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
9,763
shares
|
$2.04 Million
0.2% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
9,736
shares
|
$2.04 Million
0.15% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
9,713
shares
|
$2.03 Million
0.4% of portfolio
|
Q4 2022
Added 577.34%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
9,712
shares
|
$2.03 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
9,712
shares
|
$2.03 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
9,667
shares
|
$2.02 Million
0.04% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Schulhoff & CO Inc
|
Nov 10, 2025 Q3 2025 |
9,659
shares
|
$2.02 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
9,644
shares
|
$2.02 Million
0.42% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
9,610
shares
|
$2.01 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
9,595
shares
|
$2.01 Million
1.76% of portfolio
|
Q3 2022
New holding
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
9,588
shares
|
$2.01 Million
0.42% of portfolio
|
Q3 2025
Added 21.37%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
9,563
shares
|
$2 Million
0.0% of portfolio
|
Q3 2025
Reduced 62.75%
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
9,559
shares
|
$2 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 17, 2025 Q3 2025 |
9,545
shares
|
$2 Million
0.99% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
9,454
shares
|
$1.98 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
9,390
shares
|
$1.96 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
9,370
shares
|
$1.96 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
9,364
shares
|
$1.96 Million
0.15% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
9,335
shares
|
$1.95 Million
0.39% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
9,332
shares
|
$1.95 Million
0.04% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
9,327
shares
|
$1.95 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
9,317
shares
|
$1.95 Million
0.07% of portfolio
|
Q3 2025
Added 0.23%
|
|