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 |
|---|---|---|---|---|---|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
2,750
shares
|
$575,217
0.13% of portfolio
|
Q3 2025
Added 44.74%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,747
shares
|
$574,589
0.08% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Nov 13, 2025 Q3 2025 |
2,738
shares
|
$572,707
0.52% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
2,731
shares
|
$571,243
0.18% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
2,726
shares
|
$570,197
0.06% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
2,725
shares
|
$569,988
0.07% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
2,700
shares
|
$564,759
0.0% of portfolio
|
Q4 2023
Reduced 0.95%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
2,699
shares
|
$564,549
0.28% of portfolio
|
Q4 2024
Reduced 19.34%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
2,687
shares
|
$562,039
0.15% of portfolio
|
Q4 2024
Reduced 15.42%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
2,677
shares
|
$559,948
0.25% of portfolio
|
Q3 2025
Added 5719.57%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,676
shares
|
$559,738
0.08% of portfolio
|
Q2 2024
Reduced 6.69%
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
2,676
shares
|
$559,738
0.06% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
2,674
shares
|
$559,320
0.26% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
2,667
shares
|
$557,856
0.05% of portfolio
|
Q3 2022
Added 1.33%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
2,664
shares
|
$557,228
0.05% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
2,657
shares
|
$555,764
0.04% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
2,650
shares
|
$554,300
0.29% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
2,648
shares
|
$553,882
0.15% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
2,646
shares
|
$553,463
0.01% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,643
shares
|
$552,836
0.07% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
2,642
shares
|
$552,627
0.03% of portfolio
|
Q3 2025
Added 17.95%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
2,630
shares
|
$550,117
0.46% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
2,626
shares
|
$549,280
0.05% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
2,618
shares
|
$547,607
0.21% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
2,615
shares
|
$546,979
0.06% of portfolio
|
Q3 2025
Added 0.04%
|
|