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 |
|---|---|---|---|---|---|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
3,045
shares
|
$636,922
0.03% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
3,043
shares
|
$636,504
0.31% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
3,037
shares
|
$635,249
0.28% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
3,037
shares
|
$635,249
0.02% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 10, 2025 Q3 2025 |
3,036
shares
|
$635,040
0.11% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
3,034
shares
|
$634,621
0.0% of portfolio
|
Q4 2024
Reduced 62.48%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
3,024
shares
|
$632,530
0.33% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
3,019
shares
|
$631,484
0.07% of portfolio
|
Q3 2025
Added 57.16%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
3,010
shares
|
$629,601
0.31% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
3,005
shares
|
$628,555
0.19% of portfolio
|
Q3 2025
Reduced 55.13%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,988
shares
|
$624,999
0.15% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Groupama Asset Managment
Paris, I0 |
Dec 01, 2025 Q3 2025 |
2,987
shares
|
$624,790
0.01% of portfolio
|
Q3 2025
Reduced 74.66%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
2,971
shares
|
$621,444
0.03% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
2,941
shares
|
$615,168
0.01% of portfolio
|
Q3 2025
Reduced 18.01%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Nov 04, 2025 Q3 2025 |
2,934
shares
|
$613,704
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
2,931
shares
|
$613,077
0.02% of portfolio
|
Q3 2025
Reduced 36.97%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
2,915
shares
|
$609,730
0.07% of portfolio
|
Q4 2024
Reduced 35.96%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
2,909
shares
|
$608,475
0.34% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
2,903
shares
|
$607,220
0.3% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
2,902
shares
|
$607,011
0.25% of portfolio
|
Q1 2023
Added 21.88%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
2,894
shares
|
$605,337
0.07% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,891
shares
|
$604,710
0.03% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2025 Q3 2025 |
2,871
shares
|
$600,527
0.01% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,871
shares
|
$600,527
0.08% of portfolio
|
Q3 2025
Reduced 47.78%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,870
shares
|
$600,317
0.14% of portfolio
|
Q3 2024
Added 2.06%
|
|