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 |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
8,283
shares
|
$1.73 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
8,281
shares
|
$1.73 Million
0.07% of portfolio
|
Q3 2025
Added 21.96%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
8,266
shares
|
$1.73 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
8,244
shares
|
$1.72 Million
0.19% of portfolio
|
Q3 2022
Reduced 18.38%
|
|
|
Hms Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
8,244
shares
|
$1.72 Million
0.73% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
8,242
shares
|
$1.72 Million
0.13% of portfolio
|
Q3 2025
Reduced 8.0%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
8,221
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
8,209
shares
|
$1.72 Million
0.44% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 10, 2025 Q3 2025 |
8,200
shares
|
$1.72 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
8,182
shares
|
$1.71 Million
0.73% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
8,175
shares
|
$1.71 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
8,167
shares
|
$1.71 Million
0.07% of portfolio
|
Q3 2025
Added 13.13%
|
|
|
Trium Capital LLP
London, X0 |
Oct 16, 2025 Q3 2025 |
8,154
shares
|
$1.71 Million
0.25% of portfolio
|
Q3 2025
Added 35.22%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,131
shares
|
$1.7 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.54%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
8,120
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2025
Added 83.54%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
8,069
shares
|
$1.69 Million
0.18% of portfolio
|
Q3 2025
Reduced 10.96%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
8,066
shares
|
$1.69 Million
0.31% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
8,062
shares
|
$1.69 Million
0.06% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
8,036
shares
|
$1.68 Million
0.32% of portfolio
|
Q4 2022
Added 0.1%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
8,018
shares
|
$1.68 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
8,003
shares
|
$1.67 Million
0.41% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
7,999
shares
|
$1.67 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
7,982
shares
|
$1.67 Million
0.2% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
7,978
shares
|
$1.67 Million
0.07% of portfolio
|
Q3 2025
Reduced 13.6%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
7,969
shares
|
$1.67 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.9%
|
|