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 |
|---|---|---|---|---|---|
|
Sky Investment Group LLC
|
Oct 09, 2025 Q3 2025 |
9,313
shares
|
$1.95 Million
0.36% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Cohen Klingenstein LLC
|
Oct 16, 2025 Q3 2025 |
9,300
shares
|
$1.95 Million
0.07% of portfolio
|
Q3 2019
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,297
shares
|
$1.94 Million
0.13% of portfolio
|
Q4 2023
Added 0.71%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
9,286
shares
|
$1.94 Million
0.53% of portfolio
|
Q3 2025
Added 10.59%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
9,283
shares
|
$1.94 Million
0.84% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
9,247
shares
|
$1.93 Million
1.32% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
9,205
shares
|
$1.93 Million
0.49% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
9,186
shares
|
$1.92 Million
0.28% of portfolio
|
Q3 2025
Added 21.77%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
9,163
shares
|
$1.92 Million
0.55% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
9,140
shares
|
$1.91 Million
0.1% of portfolio
|
Q2 2024
Added 8.28%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
9,130
shares
|
$1.91 Million
0.92% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
9,088
shares
|
$1.9 Million
0.17% of portfolio
|
Q2 2022
Reduced 1.46%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
9,078
shares
|
$1.9 Million
0.31% of portfolio
|
Q3 2025
Reduced 60.55%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
9,068
shares
|
$1.9 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
9,055
shares
|
$1.89 Million
0.04% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
9,037
shares
|
$1.89 Million
0.74% of portfolio
|
Q3 2025
Added 59.5%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
9,021
shares
|
$1.89 Million
0.21% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
8,985
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2025
Added 16.93%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,975
shares
|
$1.88 Million
0.02% of portfolio
|
Q2 2025
Added 67.23%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
8,966
shares
|
$1.88 Million
0.25% of portfolio
|
Q3 2025
Added 44.94%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2025 Q3 2025 |
8,943
shares
|
$1.87 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
8,924
shares
|
$1.87 Million
0.24% of portfolio
|
Q3 2025
Added 46.2%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
8,899
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
8,872
shares
|
$1.86 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
8,871
shares
|
$1.86 Million
0.06% of portfolio
|
Q3 2025
Added 0.73%
|
|