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 |
|---|---|---|---|---|---|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
1,565
shares
|
$327,351
0.08% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 10, 2025 Q3 2025 |
1,546
shares
|
$323,376
0.2% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
1,546
shares
|
$323,376
0.15% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
1,544
shares
|
$322,958
0.01% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
1,544
shares
|
$322,958
0.01% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
1,544
shares
|
$322,958
0.03% of portfolio
|
Q3 2025
Reduced 35.45%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
1,544
shares
|
$322,958
0.19% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
1,540
shares
|
$322,121
0.04% of portfolio
|
Q2 2025
Reduced 15.34%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
1,536
shares
|
$321,285
0.05% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
1,533
shares
|
$320,657
0.05% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
1,533
shares
|
$320,657
0.39% of portfolio
|
Q4 2023
Added 0.99%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
1,533
shares
|
$320,657
0.06% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,531
shares
|
$320,239
0.23% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
1,530
shares
|
$320,030
0.06% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,530
shares
|
$320,030
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,528
shares
|
$319,611
0.02% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
1,515
shares
|
$316,892
0.03% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
1,512
shares
|
$316,265
0.05% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,512
shares
|
$316,265
0.13% of portfolio
|
Q3 2023
Added 11.01%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,508
shares
|
$315,428
0.02% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
1,508
shares
|
$315,428
0.01% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
1,508
shares
|
$315,428
0.06% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,504
shares
|
$314,591
0.09% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
1,503
shares
|
$314,382
0.01% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
1,499
shares
|
$313,545
0.22% of portfolio
|
Q3 2025
Added 2.39%
|
|