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 |
|---|---|---|---|---|---|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
7,336
shares
|
$1.53 Million
0.27% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
7,330
shares
|
$1.53 Million
1.24% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
7,233
shares
|
$1.51 Million
0.03% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Oct 23, 2025 Q3 2025 |
7,209
shares
|
$1.51 Million
1.4% of portfolio
|
Q3 2025
Added 14.61%
|
|
|
Aigen Investment Management, LP
|
Nov 14, 2025 Q3 2025 |
7,193
shares
|
$1.5 Million
0.27% of portfolio
|
Q3 2025
Reduced 53.53%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
7,182
shares
|
$1.5 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
7,179
shares
|
$1.5 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
7,172
shares
|
$1.5 Million
0.37% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Oct 15, 2025 Q3 2025 |
7,169
shares
|
$1.5 Million
0.82% of portfolio
|
Q3 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
7,143
shares
|
$1.49 Million
0.8% of portfolio
|
Q3 2025
Reduced 36.11%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
7,132
shares
|
$1.49 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
7,117
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
In Track Investment Management Inc
|
Oct 21, 2025 Q3 2025 |
7,102
shares
|
$1.49 Million
1.05% of portfolio
|
Q3 2025
Added 21.28%
|
|
|
Aventail Capital Group, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,086
shares
|
$1.48 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 12, 2025 Q3 2025 |
7,077
shares
|
$1.48 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
7,026
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,990
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
6,990
shares
|
$1.46 Million
0.82% of portfolio
|
Q3 2025
Added 21.33%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
6,988
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
6,970
shares
|
$1.46 Million
0.06% of portfolio
|
Q3 2025
Added 134.68%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
6,962
shares
|
$1.46 Million
0.88% of portfolio
|
Q2 2024
Reduced 6.68%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
6,937
shares
|
$1.45 Million
0.15% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
6,874
shares
|
$1.44 Million
0.22% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
6,857
shares
|
$1.43 Million
0.16% of portfolio
|
Q3 2022
Reduced 3.53%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
6,853
shares
|
$1.43 Million
0.08% of portfolio
|
Q3 2025
Added 130.59%
|
|