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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,099
shares
|
$1.07 Million
0.12% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,098
shares
|
$1.07 Million
0.07% of portfolio
|
Q2 2021
Added 1.21%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
5,093
shares
|
$1.07 Million
0.62% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
5,089
shares
|
$1.06 Million
0.06% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
5,089
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2025
Added 24.09%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,061
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
5,046
shares
|
$1.06 Million
0.38% of portfolio
|
Q3 2025
Added 372.47%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
5,027
shares
|
$1.05 Million
0.12% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
5,014
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2025
Reduced 60.63%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$1.05 Million
0.41% of portfolio
|
Q4 2019
New holding
|
|
|
Curated Wealth Partners LLC
|
Oct 09, 2025 Q3 2025 |
4,994
shares
|
$1.04 Million
0.14% of portfolio
|
Q3 2025
Added 20.42%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
4,993
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.23%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
4,976
shares
|
$1.04 Million
0.14% of portfolio
|
Q3 2025
Reduced 29.81%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4,975
shares
|
$1.04 Million
0.33% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
4,940
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2025
Reduced 28.12%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
4,936
shares
|
$1.03 Million
0.84% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
4,930
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
4,929
shares
|
$1.03 Million
0.75% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
4,924
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
4,916
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
4,896
shares
|
$1.02 Million
0.46% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
4,893
shares
|
$1.02 Million
0.28% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
4,849
shares
|
$1.01 Million
0.46% of portfolio
|
Q3 2025
Reduced 4.9%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
4,847
shares
|
$1.01 Million
0.46% of portfolio
|
Q3 2025
Added 12.64%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
4,838
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2025
Added 0.06%
|
|