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 |
|---|---|---|---|---|---|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
3,991
shares
|
$834,797
0.11% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
3,979
shares
|
$832,287
0.02% of portfolio
|
Q3 2025
Reduced 18.43%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
3,977
shares
|
$831,869
0.0% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
3,975
shares
|
$831,450
0.58% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
3,963
shares
|
$828,940
0.6% of portfolio
|
Q2 2025
Reduced 51.55%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
3,952
shares
|
$826,639
0.06% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,946
shares
|
$825,384
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
3,935
shares
|
$823,083
0.08% of portfolio
|
Q4 2024
Reduced 33.7%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
3,912
shares
|
$818,273
0.29% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
3,896
shares
|
$814,926
0.06% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
3,893
shares
|
$814,298
0.77% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,884
shares
|
$812,416
0.07% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,877
shares
|
$810,952
0.06% of portfolio
|
Q3 2025
Reduced 29.94%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
3,871
shares
|
$809,697
0.4% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,869
shares
|
$809,278
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
3,866
shares
|
$808,651
0.03% of portfolio
|
Q4 2020
Reduced 2.22%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,859
shares
|
$807,187
0.07% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
3,853
shares
|
$805,932
0.03% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
3,844
shares
|
$804,049
0.14% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Lazard Freres Gestion S.A.S.
|
Oct 21, 2025 Q3 2025 |
3,842
shares
|
$803,631
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
3,813
shares
|
$797,565
0.01% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
3,804
shares
|
$795,682
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
3,802
shares
|
$795,264
0.07% of portfolio
|
Q3 2024
Reduced 23.5%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
3,800
shares
|
$794,846
0.1% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Oct 28, 2025 Q3 2025 |
3,799
shares
|
$794,636
0.62% of portfolio
|
Q3 2025
Added 0.48%
|
|