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 |
|---|---|---|---|---|---|
|
George Kaiser Family Foundation
|
Nov 12, 2025 Q3 2025 |
1,865
shares
|
$390,102
0.06% of portfolio
|
Q2 2025
Added 43.68%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
1,863
shares
|
$389,683
0.19% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 09, 2025 Q3 2025 |
1,862
shares
|
$389,474
0.1% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
1,860
shares
|
$389,056
0.01% of portfolio
|
Q4 2024
Reduced 52.15%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,852
shares
|
$387,382
0.11% of portfolio
|
Q3 2025
Added 87.64%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
1,851
shares
|
$387,173
0.01% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
1,850
shares
|
$386,964
0.21% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
1,844
shares
|
$385,709
0.03% of portfolio
|
Q3 2025
Reduced 40.92%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
1,843
shares
|
$385,500
0.02% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1,841
shares
|
$385,081
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
1,841
shares
|
$385,081
0.02% of portfolio
|
Q3 2025
Reduced 27.75%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
1,836
shares
|
$384,036
0.08% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
1,825
shares
|
$381,735
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,822
shares
|
$381,107
0.05% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
1,816
shares
|
$379,852
0.02% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
1,813
shares
|
$379,225
0.17% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
1,807
shares
|
$377,970
0.06% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,803
shares
|
$377,133
0.02% of portfolio
|
Q4 2024
Added 32.87%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
1,800
shares
|
$376,506
0.01% of portfolio
|
Q3 2024
Added 38.46%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,799
shares
|
$376,296
0.11% of portfolio
|
Q2 2022
Added 25.45%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
1,792
shares
|
$374,832
0.04% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
1,789
shares
|
$374,205
0.08% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
1,783
shares
|
$372,950
0.01% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
1,766
shares
|
$369,394
0.01% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
1,763
shares
|
$368,766
0.02% of portfolio
|
Q2 2025
Reduced 12.08%
|
|