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 |
|---|---|---|---|---|---|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
2,508
shares
|
$524,598
0.13% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
2,499
shares
|
$522,715
0.13% of portfolio
|
Q3 2025
Added 150.15%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,495
shares
|
$521,879
0.03% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,495
shares
|
$521,879
0.05% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
2,490
shares
|
$520,833
0.49% of portfolio
|
Q3 2025
Reduced 38.75%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,489
shares
|
$520,624
0.08% of portfolio
|
Q3 2025
Reduced 81.59%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
2,483
shares
|
$519,369
0.13% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
2,481
shares
|
$518,950
0.03% of portfolio
|
Q3 2025
Reduced 19.58%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,480
shares
|
$518,741
0.01% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
2,465
shares
|
$515,604
0.04% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
2,459
shares
|
$514,349
0.06% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
2,458
shares
|
$514,139
0.14% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
2,451
shares
|
$512,675
0.29% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
2,442
shares
|
$510,793
0.34% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
2,439
shares
|
$510,165
0.08% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
2,436
shares
|
$509,538
0.37% of portfolio
|
Q3 2025
Added 67.65%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,429
shares
|
$508,073
0.36% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
2,429
shares
|
$508,073
0.01% of portfolio
|
Q3 2025
Reduced 47.84%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
2,426
shares
|
$507,446
0.09% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
2,426
shares
|
$507,446
0.16% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
2,422
shares
|
$506,609
0.2% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
2,419
shares
|
$505,982
0.83% of portfolio
|
Q3 2023
Added 6.38%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,415
shares
|
$505,145
0.02% of portfolio
|
Q4 2022
Reduced 0.04%
|
|
|
Fosun International LTD
|
Nov 14, 2025 Q3 2025 |
2,401
shares
|
$502,217
0.77% of portfolio
|
Q1 2025
Added 31.27%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
2,401
shares
|
$502,217
0.05% of portfolio
|
Q3 2025
New holding
|
|