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 |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
3,293
shares
|
$688,796
0.03% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
3,281
shares
|
$686,286
0.51% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
3,280
shares
|
$686,077
0.52% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
3,277
shares
|
$685,450
0.01% of portfolio
|
Q3 2025
Added 11.61%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
3,275
shares
|
$685,031
0.01% of portfolio
|
Q4 2023
Reduced 3.14%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,275
shares
|
$685,031
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 13, 2025 Q3 2025 |
3,271
shares
|
$684,195
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
3,267
shares
|
$683,358
0.03% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,267
shares
|
$683,358
0.1% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
3,264
shares
|
$682,730
0.11% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
3,257
shares
|
$681,266
0.16% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,256
shares
|
$681,057
0.05% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
3,254
shares
|
$680,639
0.02% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
3,253
shares
|
$680,430
0.06% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
3,248
shares
|
$679,384
0.05% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
3,245
shares
|
$678,756
0.07% of portfolio
|
Q3 2025
Added 14.5%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
3,241
shares
|
$677,919
0.28% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
3,239
shares
|
$677,501
0.13% of portfolio
|
Q3 2025
Added 115.79%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,228
shares
|
$675,200
0.04% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
3,226
shares
|
$674,782
0.07% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
3,223
shares
|
$674,154
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
3,217
shares
|
$672,899
0.01% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
3,216
shares
|
$672,690
0.12% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
3,213
shares
|
$672,063
0.51% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
3,204
shares
|
$670,180
0.11% of portfolio
|
Q3 2025
Reduced 12.89%
|
|