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 |
|---|---|---|---|---|---|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
1,630
shares
|
$340,947
0.02% of portfolio
|
Q3 2025
Reduced 16.5%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
1,629
shares
|
$340,737
0.12% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 22, 2025 Q3 2025 |
1,626
shares
|
$340,110
0.24% of portfolio
|
Q1 2024
Added 1.06%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,621
shares
|
$339,064
0.03% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,621
shares
|
$339,064
0.05% of portfolio
|
Q2 2023
Reduced 22.22%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1,621
shares
|
$339,064
0.07% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,614
shares
|
$337,600
0.04% of portfolio
|
Q3 2025
Added 49.58%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
1,613
shares
|
$337,391
0.01% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
1,611
shares
|
$336,972
0.17% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
1,611
shares
|
$336,972
0.05% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
1,610
shares
|
$336,763
0.03% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,607
shares
|
$336,136
0.04% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,606
shares
|
$335,927
0.04% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,603
shares
|
$335,299
0.02% of portfolio
|
Q4 2023
Added 0.38%
|
|
|
Blossom Wealth Management
|
Oct 22, 2025 Q3 2025 |
1,602
shares
|
$335,090
0.57% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,602
shares
|
$335,090
0.04% of portfolio
|
Q2 2025
Added 29.51%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,596
shares
|
$333,835
0.03% of portfolio
|
Q2 2023
Added 5.28%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
1,595
shares
|
$333,626
0.1% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
1,592
shares
|
$332,998
0.14% of portfolio
|
Q3 2025
Added 13.15%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Nov 04, 2025 Q3 2025 |
1,590
shares
|
$332,580
0.23% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Oct 14, 2025 Q3 2025 |
1,585
shares
|
$331,534
0.26% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
1,582
shares
|
$330,906
0.23% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
1,581
shares
|
$330,697
0.01% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,581
shares
|
$330,697
0.08% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
1,570
shares
|
$328,396
0.03% of portfolio
|
Q3 2025
Reduced 1.26%
|
|