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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,837
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Added 31.87%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,824
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2025
Added 13.61%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
4,796
shares
|
$1 Million
0.48% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
4,763
shares
|
$996,276
0.53% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,745
shares
|
$992,511
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
4,730
shares
|
$989,374
0.06% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Nov 12, 2025 Q3 2025 |
4,728
shares
|
$988,955
0.14% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
4,713
shares
|
$985,818
0.79% of portfolio
|
Q2 2023
Added 7.73%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 13, 2025 Q3 2025 |
4,704
shares
|
$983,935
0.3% of portfolio
|
Q3 2025
Added 9.68%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
4,701
shares
|
$983,308
0.22% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
4,668
shares
|
$976,405
0.12% of portfolio
|
Q3 2025
Added 41.97%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
4,662
shares
|
$975,150
0.09% of portfolio
|
Q3 2025
Reduced 47.8%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
4,649
shares
|
$972,431
0.08% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Oct 06, 2025 Q3 2025 |
4,640
shares
|
$970,548
0.51% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
4,634
shares
|
$969,293
0.08% of portfolio
|
Q3 2025
Added 357.45%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,620
shares
|
$966,365
0.06% of portfolio
|
Q4 2022
Reduced 2.65%
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
4,618
shares
|
$965,947
0.0% of portfolio
|
Q3 2025
Reduced 97.33%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
4,609
shares
|
$964,064
1.37% of portfolio
|
Q4 2022
Added 3.71%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
4,600
shares
|
$962,182
0.08% of portfolio
|
Q1 2024
Reduced 55.34%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
4,591
shares
|
$960,299
0.03% of portfolio
|
Q1 2023
Added 1.5%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
4,582
shares
|
$958,416
0.01% of portfolio
|
Q3 2025
Reduced 10.73%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
4,572
shares
|
$956,325
0.09% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,561
shares
|
$954,024
0.18% of portfolio
|
Q2 2022
Added 25.89%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
4,550
shares
|
$951,723
0.24% of portfolio
|
Q1 2022
Added 28.17%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
4,544
shares
|
$950,468
0.09% of portfolio
|
Q3 2025
Reduced 5.98%
|
|