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 |
|---|---|---|---|---|---|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,386
shares
|
$499,079
0.04% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
2,380
shares
|
$497,824
0.03% of portfolio
|
Q3 2025
Reduced 14.7%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,379
shares
|
$497,615
0.05% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
2,372
shares
|
$496,151
0.08% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Am Investment Strategies LLC
|
Oct 30, 2025 Q3 2025 |
2,369
shares
|
$495,523
0.12% of portfolio
|
Q4 2024
Reduced 11.24%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
2,362
shares
|
$494,059
0.21% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
2,353
shares
|
$492,177
0.01% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
2,350
shares
|
$491,549
0.08% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,349
shares
|
$491,340
0.06% of portfolio
|
Q3 2022
Reduced 33.27%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,348
shares
|
$491,131
0.31% of portfolio
|
Q2 2024
Reduced 51.05%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
2,346
shares
|
$490,712
0.02% of portfolio
|
Q3 2025
Reduced 22.63%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
2,342
shares
|
$489,876
0.04% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
2,341
shares
|
$489,666
0.11% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
2,335
shares
|
$488,411
0.09% of portfolio
|
Q3 2025
Reduced 74.27%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
2,334
shares
|
$488,202
0.18% of portfolio
|
Q1 2023
Reduced 2.87%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2025 Q3 2025 |
2,331
shares
|
$487,575
0.24% of portfolio
|
Q3 2025
Added 62.89%
|
|
|
Geneva Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,328
shares
|
$486,947
0.2% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
2,323
shares
|
$485,901
0.03% of portfolio
|
Q3 2025
Reduced 26.49%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
2,320
shares
|
$485,274
0.05% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
2,317
shares
|
$484,646
0.04% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
2,317
shares
|
$484,646
0.08% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,316
shares
|
$484,437
0.61% of portfolio
|
Q2 2022
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
2,315
shares
|
$484,228
0.02% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
2,314
shares
|
$484,019
0.03% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
2,313
shares
|
$483,810
0.06% of portfolio
|
Q3 2025
Reduced 3.14%
|
|