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 |
|---|---|---|---|---|---|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
1,444
shares
|
$302,041
0.05% of portfolio
|
Q3 2025
Reduced 40.87%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
1,441
shares
|
$301,413
0.11% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,440
shares
|
$301,204
0.09% of portfolio
|
Q3 2025
Reduced 14.34%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
1,439
shares
|
$300,995
0.03% of portfolio
|
Q3 2025
Added 32.63%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
1,434
shares
|
$299,949
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
1,432
shares
|
$299,531
0.04% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
1,430
shares
|
$299,113
0.02% of portfolio
|
Q3 2022
Added 5.15%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
1,430
shares
|
$299,113
0.07% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
1,428
shares
|
$298,694
0.0% of portfolio
|
Q4 2024
Added 19.4%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,427
shares
|
$298,485
0.03% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,427
shares
|
$298,485
0.11% of portfolio
|
Q4 2022
Reduced 14.86%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,423
shares
|
$297,648
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
1,421
shares
|
$297,230
0.11% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
1,421
shares
|
$297,230
0.26% of portfolio
|
Q3 2025
Added 15.91%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
1,415
shares
|
$295,975
0.02% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
1,413
shares
|
$295,557
0.07% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
1,412
shares
|
$295,348
0.08% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
1,412
shares
|
$295,348
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
1,410
shares
|
$294,929
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
1,409
shares
|
$294,720
0.04% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Nov 14, 2025 Q3 2025 |
1,405
shares
|
$293,883
0.21% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
1,401
shares
|
$293,047
0.03% of portfolio
|
Q3 2025
Added 13.72%
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
1,400
shares
|
$292,838
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,396
shares
|
$292,001
0.01% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,395
shares
|
$291,792
0.05% of portfolio
|
Q2 2025
Reduced 20.6%
|
|