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 |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
2,065
shares
|
$431,936
0.11% of portfolio
|
Q3 2025
Reduced 27.16%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
2,060
shares
|
$430,890
0.28% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
2,060
shares
|
$430,890
0.08% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
2,056
shares
|
$430,053
0.09% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,048
shares
|
$428,380
0.01% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Vigilare Wealth Management
|
Oct 01, 2025 Q3 2025 |
2,046
shares
|
$427,961
0.19% of portfolio
|
Q3 2025
Reduced 33.31%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,041
shares
|
$426,915
0.09% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Baring Financial LLC
Bellingham, WA |
Oct 06, 2025 Q3 2025 |
2,041
shares
|
$426,915
0.31% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
2,038
shares
|
$426,288
0.03% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
2,032
shares
|
$425,033
0.03% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
2,021
shares
|
$422,732
0.16% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
2,020
shares
|
$422,523
0.13% of portfolio
|
Q3 2025
Reduced 41.69%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
2,017
shares
|
$421,895
0.29% of portfolio
|
Q3 2025
Reduced 35.29%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 09, 2025 Q3 2025 |
2,017
shares
|
$421,895
0.14% of portfolio
|
Q3 2025
Added 82.37%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
2,014
shares
|
$421,268
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
2,013
shares
|
$421,059
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Ocean Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,013
shares
|
$421,059
0.09% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
2,013
shares
|
$421,059
0.06% of portfolio
|
Q1 2023
Reduced 32.47%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
2,002
shares
|
$418,758
0.08% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
2,000
shares
|
$418,340
0.06% of portfolio
|
Q4 2024
Reduced 17.8%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 21, 2025 Q3 2025 |
2,000
shares
|
$418,340
0.05% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Oct 09, 2025 Q3 2025 |
2,000
shares
|
$418,340
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$418,340
0.36% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
1,999
shares
|
$418,130
0.02% of portfolio
|
Q3 2025
Reduced 18.67%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
1,991
shares
|
$416,457
0.21% of portfolio
|
Q3 2025
Reduced 0.2%
|
|