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 |
|---|---|---|---|---|---|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,200
shares
|
$669,344
0.55% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
3,199
shares
|
$669,134
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
3,181
shares
|
$665,369
0.04% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
3,175
shares
|
$664,114
0.19% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
3,172
shares
|
$663,487
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
3,165
shares
|
$662,023
0.52% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,159
shares
|
$660,768
0.04% of portfolio
|
Q3 2025
Added 547.34%
|
|
|
Element Squared LLC
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
3,157
shares
|
$660,349
0.4% of portfolio
|
Q3 2025
Added 32.65%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
3,152
shares
|
$659,303
0.06% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
3,148
shares
|
$658,467
0.02% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,139
shares
|
$656,584
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
3,133
shares
|
$655,329
0.02% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
3,116
shares
|
$651,773
0.08% of portfolio
|
Q3 2025
Added 20.26%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,114
shares
|
$651,355
0.05% of portfolio
|
Q2 2022
Added 1.53%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,108
shares
|
$650,100
0.09% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
3,094
shares
|
$647,171
0.05% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2025 Q3 2025 |
3,090
shares
|
$646,335
0.15% of portfolio
|
Q1 2020
Reduced 13.69%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
3,086
shares
|
$645,498
0.13% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
3,083
shares
|
$644,871
0.0% of portfolio
|
Q2 2025
Reduced 73.98%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
3,068
shares
|
$641,733
0.2% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
3,059
shares
|
$639,851
0.2% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
3,055
shares
|
$639,014
0.04% of portfolio
|
Q2 2025
Reduced 14.71%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Nov 13, 2025 Q3 2025 |
3,053
shares
|
$638,596
0.84% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
3,050
shares
|
$637,968
0.13% of portfolio
|
Q1 2023
Reduced 6.15%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
3,048
shares
|
$637,550
0.02% of portfolio
|
Q3 2025
Reduced 17.02%
|
|