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 |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,282
shares
|
$268,155
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
1,281
shares
|
$267,946
0.05% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,280
shares
|
$267,737
0.05% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
1,280
shares
|
$267,737
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Nov 03, 2025 Q3 2025 |
1,277
shares
|
$267,110
0.1% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,276
shares
|
$266,900
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Shikiar Asset Management Inc
|
Oct 14, 2025 Q3 2025 |
1,273
shares
|
$266,273
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,273
shares
|
$266,273
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
1,273
shares
|
$266,273
0.19% of portfolio
|
Q3 2025
Added 13.06%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
1,270
shares
|
$265,645
0.09% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
1,270
shares
|
$265,645
0.01% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
1,266
shares
|
$264,809
0.07% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
1,265
shares
|
$264,600
0.08% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
1,264
shares
|
$264,390
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
1,263
shares
|
$264,181
0.01% of portfolio
|
Q3 2025
Added 33.37%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
1,254
shares
|
$262,299
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,250
shares
|
$261,462
0.11% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
1,250
shares
|
$261,462
0.06% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
1,250
shares
|
$261,462
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
1,249
shares
|
$261,253
0.03% of portfolio
|
Q3 2025
Reduced 10.4%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
1,247
shares
|
$260,834
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
1,246
shares
|
$260,625
0.07% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
1,241
shares
|
$259,579
0.04% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
1,241
shares
|
$259,579
0.04% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Members Trust CO
|
Nov 14, 2025 Q3 2025 |
1,240
shares
|
$259,370
0.01% of portfolio
|
Q2 2025
New holding
|
|