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 |
|---|---|---|---|---|---|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
5,461
shares
|
$1.14 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
5,432
shares
|
$1.14 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,419
shares
|
$1.13 Million
0.4% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
5,351
shares
|
$1.12 Million
0.34% of portfolio
|
Q2 2025
Added 22.98%
|
|
|
Alpine Woods Capital Investors, LLC
|
Oct 15, 2025 Q3 2025 |
5,349
shares
|
$1.12 Million
0.26% of portfolio
|
Q3 2025
Added 84.58%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
5,323
shares
|
$1.11 Million
0.37% of portfolio
|
Q3 2025
Added 11.38%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
5,314
shares
|
$1.11 Million
0.42% of portfolio
|
Q3 2025
Added 19.07%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
5,310
shares
|
$1.11 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
5,284
shares
|
$1.11 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
5,270
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
5,262
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Oct 06, 2025 Q3 2025 |
5,262
shares
|
$1.1 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
5,221
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
5,206
shares
|
$1.09 Million
0.43% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
5,170
shares
|
$1.08 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
5,167
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
5,163
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2025
Added 17.98%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
5,162
shares
|
$1.08 Million
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
5,159
shares
|
$1.08 Million
0.29% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
5,158
shares
|
$1.08 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
5,157
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
5,154
shares
|
$1.08 Million
0.2% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
5,153
shares
|
$1.08 Million
0.18% of portfolio
|
Q3 2023
Added 3.7%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,107
shares
|
$1.07 Million
0.08% of portfolio
|
Q4 2022
Reduced 0.06%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
5,102
shares
|
$1.07 Million
0.32% of portfolio
|
Q3 2025
Reduced 7.05%
|
|