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 |
|---|---|---|---|---|---|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
1,921
shares
|
$401,815
0.07% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
1,920
shares
|
$401,606
0.23% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
1,917
shares
|
$400,978
0.02% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
1,914
shares
|
$400,351
0.25% of portfolio
|
Q3 2025
Reduced 15.57%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
1,910
shares
|
$399,514
0.08% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
1,910
shares
|
$399,514
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
1,907
shares
|
$398,887
0.37% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
1,904
shares
|
$398,259
0.05% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,903
shares
|
$398,050
0.0% of portfolio
|
Q3 2025
Added 48.32%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
1,903
shares
|
$398,050
0.14% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
1,900
shares
|
$397,423
0.07% of portfolio
|
Q3 2025
Reduced 59.4%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
1,897
shares
|
$396,795
0.07% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
1,895
shares
|
$396,377
0.05% of portfolio
|
Q3 2025
Reduced 12.06%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
1,895
shares
|
$396,377
0.01% of portfolio
|
Q3 2025
Added 14.99%
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
1,893
shares
|
$395,958
0.23% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
1,893
shares
|
$395,958
0.03% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
1,887
shares
|
$394,703
0.09% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
1,885
shares
|
$394,285
0.02% of portfolio
|
Q3 2025
Added 11.6%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
1,884
shares
|
$394,076
0.12% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
1,883
shares
|
$393,867
0.57% of portfolio
|
Q1 2025
Reduced 19.29%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
1,878
shares
|
$392,821
0.13% of portfolio
|
Q1 2025
Added 59.42%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
1,878
shares
|
$392,821
0.08% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
1,877
shares
|
$392,612
0.11% of portfolio
|
Q3 2024
Reduced 51.4%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
1,877
shares
|
$392,612
0.09% of portfolio
|
Q3 2025
Added 14.1%
|
|
|
B Long Financial, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,871
shares
|
$391,357
0.29% of portfolio
|
Q4 2024
New holding
|
|