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 |
|---|---|---|---|---|---|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
1,332
shares
|
$278,614
0.02% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,330
shares
|
$278,196
0.03% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
1,330
shares
|
$278,196
0.02% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
1,329
shares
|
$277,986
0.1% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
1,327
shares
|
$277,568
0.12% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
1,325
shares
|
$277,150
0.03% of portfolio
|
Q2 2023
Reduced 11.61%
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
1,325
shares
|
$277,150
0.05% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
1,324
shares
|
$276,941
0.05% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
1,323
shares
|
$276,731
0.05% of portfolio
|
Q3 2025
Reduced 34.15%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
1,323
shares
|
$276,731
0.26% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
1,322
shares
|
$276,522
0.12% of portfolio
|
Q3 2025
Reduced 15.63%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
1,322
shares
|
$276,522
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 14, 2025 Q3 2025 |
1,314
shares
|
$274,849
0.11% of portfolio
|
Q2 2025
Added 29.59%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,313
shares
|
$274,640
0.13% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,311
shares
|
$274,221
0.0% of portfolio
|
Q3 2025
Added 48.3%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
1,309
shares
|
$273,803
0.09% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
1,308
shares
|
$273,594
0.12% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,306
shares
|
$273,176
0.36% of portfolio
|
Q2 2022
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
1,306
shares
|
$273,176
0.05% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
1,302
shares
|
$272,339
0.13% of portfolio
|
Q3 2025
Added 18.26%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
1,300
shares
|
$271,921
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Oct 08, 2025 Q3 2025 |
1,300
shares
|
$271,921
0.07% of portfolio
|
Q1 2025
Reduced 66.23%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
1,297
shares
|
$271,293
0.25% of portfolio
|
Q2 2025
Reduced 24.94%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,293
shares
|
$270,456
0.04% of portfolio
|
Q3 2025
Reduced 18.01%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
1,286
shares
|
$268,992
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|