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 |
|---|---|---|---|---|---|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
3,513
shares
|
$734,814
0.05% of portfolio
|
Q3 2025
Added 39.79%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
3,504
shares
|
$732,931
0.04% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
3,500
shares
|
$732,095
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
3,492
shares
|
$730,421
0.05% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
3,491
shares
|
$730,212
0.05% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
3,485
shares
|
$728,957
0.4% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
3,465
shares
|
$724,774
0.24% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
3,454
shares
|
$722,473
0.01% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
3,441
shares
|
$719,753
0.02% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
3,438
shares
|
$719,126
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Finivi Inc.
Westborough, MA |
Dec 19, 2025 Q3 2025 |
3,422
shares
|
$715,779
0.48% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
3,421
shares
|
$715,570
0.12% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
3,370
shares
|
$704,902
0.22% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
3,369
shares
|
$704,693
0.08% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
3,363
shares
|
$703,438
0.03% of portfolio
|
Q3 2025
Added 67.06%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
3,362
shares
|
$703,229
0.17% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Waverton Investment Management LTD
|
Nov 12, 2025 Q3 2025 |
3,360
shares
|
$702,811
0.01% of portfolio
|
Q3 2025
Reduced 17.51%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Nov 06, 2025 Q3 2025 |
3,352
shares
|
$701,137
0.18% of portfolio
|
Q3 2025
Added 26.63%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
3,345
shares
|
$699,673
0.1% of portfolio
|
Q3 2025
Added 95.27%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
3,343
shares
|
$699,255
0.17% of portfolio
|
Q3 2025
Added 107.77%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
3,338
shares
|
$698,209
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,327
shares
|
$695,908
0.07% of portfolio
|
Q3 2023
Reduced 9.32%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
3,322
shares
|
$694,862
0.08% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
3,305
shares
|
$691,306
0.42% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Yarbrough Capital, LLC
|
Oct 20, 2025 Q3 2025 |
3,299
shares
|
$690,051
0.02% of portfolio
|
Q3 2025
Added 90.14%
|
|