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 |
|---|---|---|---|---|---|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
1,168
shares
|
$244,310
0.22% of portfolio
|
Q2 2025
Reduced 43.79%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
1,165
shares
|
$243,683
0.03% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
1,164
shares
|
$243,473
0.1% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,164
shares
|
$243,473
0.02% of portfolio
|
Q4 2023
Reduced 43.93%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2025 Q3 2025 |
1,163
shares
|
$243,264
0.05% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
1,158
shares
|
$242,218
0.01% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 07, 2025 Q3 2025 |
1,157
shares
|
$242,009
0.24% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
1,153
shares
|
$241,173
0.05% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
1,152
shares
|
$240,963
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Futures LTD Liability Co.
|
Oct 27, 2025 Q3 2025 |
1,151
shares
|
$240,754
0.14% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
1,145
shares
|
$239,499
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
1,145
shares
|
$239,499
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
1,142
shares
|
$238,872
0.0% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
1,141
shares
|
$238,662
0.04% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,139
shares
|
$238,244
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Oct 10, 2025 Q3 2025 |
1,125
shares
|
$235,316
0.17% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,124
shares
|
$235,107
0.03% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
1,122
shares
|
$234,688
0.02% of portfolio
|
Q2 2025
Added 14.26%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
1,120
shares
|
$234,270
0.05% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
1,117
shares
|
$233,642
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
1,116
shares
|
$233,433
0.04% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,115
shares
|
$233,224
0.03% of portfolio
|
Q3 2025
Reduced 16.29%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
1,112
shares
|
$232,597
0.18% of portfolio
|
Q1 2025
Reduced 31.86%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
1,108
shares
|
$231,760
0.07% of portfolio
|
Q3 2025
Reduced 50.4%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
1,106
shares
|
$231,342
0.09% of portfolio
|
Q1 2024
New holding
|
|