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 |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
2,861
shares
|
$598,435
0.04% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
2,847
shares
|
$595,506
0.16% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
2,847
shares
|
$595,506
0.02% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Nov 06, 2025 Q3 2025 |
2,842
shares
|
$594,461
0.08% of portfolio
|
Q2 2025
Added 24.92%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
2,835
shares
|
$592,996
0.22% of portfolio
|
Q3 2025
Added 63.97%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
2,825
shares
|
$590,905
0.26% of portfolio
|
Q3 2025
Reduced 15.04%
|
|
|
Sl Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
2,825
shares
|
$590,905
1.23% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,824
shares
|
$590,696
0.08% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
2,823
shares
|
$590,486
0.07% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
2,822
shares
|
$590,277
0.06% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,819
shares
|
$589,650
0.02% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
2,812
shares
|
$588,186
0.33% of portfolio
|
Q3 2025
Reduced 75.74%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
2,811
shares
|
$587,976
0.04% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
2,810
shares
|
$587,767
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,809
shares
|
$587,558
0.01% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
2,805
shares
|
$586,721
0.04% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
2,804
shares
|
$586,512
0.08% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
2,783
shares
|
$582,120
0.01% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
2,779
shares
|
$581,283
0.19% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Meyer Handelman CO
|
Oct 16, 2025 Q3 2025 |
2,775
shares
|
$580,446
0.02% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
2,773
shares
|
$580,028
0.02% of portfolio
|
Q3 2025
Reduced 34.98%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
2,764
shares
|
$578,145
0.17% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
2,759
shares
|
$577,100
0.04% of portfolio
|
Q3 2025
Reduced 29.35%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
2,753
shares
|
$575,845
0.05% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
2,751
shares
|
$575,426
0.12% of portfolio
|
Q3 2025
Reduced 63.35%
|
|