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 |
|---|---|---|---|---|---|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
1,496
shares
|
$312,918
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
1,492
shares
|
$312,081
0.29% of portfolio
|
Q4 2023
Reduced 89.09%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
1,491
shares
|
$311,872
0.04% of portfolio
|
Q2 2025
Added 34.69%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,490
shares
|
$311,663
0.0% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
1,489
shares
|
$311,454
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,485
shares
|
$310,617
0.04% of portfolio
|
Q4 2021
Reduced 40.24%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 19, 2025 Q3 2025 |
1,480
shares
|
$309,571
0.05% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
1,479
shares
|
$309,362
0.05% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
1,479
shares
|
$309,362
0.04% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,478
shares
|
$309,153
0.09% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
1,475
shares
|
$308,525
0.02% of portfolio
|
Q4 2022
Added 5.36%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,474
shares
|
$308,316
0.24% of portfolio
|
Q3 2025
Added 10.08%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
1,473
shares
|
$308,107
0.08% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
First Hawaiian Bank
|
Oct 02, 2025 Q3 2025 |
1,472
shares
|
$307,898
0.04% of portfolio
|
Q1 2025
Reduced 75.88%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,471
shares
|
$307,689
0.03% of portfolio
|
Q3 2022
Reduced 0.2%
|
|
|
Krs Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,468
shares
|
$307,061
0.2% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,463
shares
|
$306,015
0.23% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
1,460
shares
|
$305,388
0.02% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
1,460
shares
|
$305,388
0.08% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
1,457
shares
|
$304,760
0.01% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
1,450
shares
|
$303,296
0.23% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
1,450
shares
|
$303,296
0.11% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,449
shares
|
$303,087
0.05% of portfolio
|
Q3 2024
Added 20.85%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
1,446
shares
|
$302,459
0.07% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
1,445
shares
|
$302,250
0.12% of portfolio
|
Q3 2025
Reduced 0.69%
|
|