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 |
|---|---|---|---|---|---|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
977
shares
|
$204,359
0.01% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
976
shares
|
$204,149
0.14% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Oct 22, 2025 Q3 2025 |
974
shares
|
$203,731
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Oct 23, 2025 Q3 2025 |
974
shares
|
$203,731
0.1% of portfolio
|
Q3 2025
Reduced 20.42%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
973
shares
|
$203,522
0.03% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
971
shares
|
$203,104
0.05% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
970
shares
|
$202,894
0.01% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
964
shares
|
$201,639
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
963
shares
|
$201,430
0.02% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
955
shares
|
$199,757
0.03% of portfolio
|
Q3 2025
Reduced 17.1%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
953
shares
|
$199,339
0.04% of portfolio
|
Q3 2025
Reduced 80.49%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
952
shares
|
$199,129
0.01% of portfolio
|
Q1 2023
Added 22.84%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
951
shares
|
$198,920
0.05% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
950
shares
|
$198,711
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
950
shares
|
$198,711
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
948
shares
|
$198,293
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
946
shares
|
$197,874
0.05% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
945
shares
|
$197,665
0.12% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
|
Greenfield Seitz Capital Management, LLC
Dallas, TX |
Nov 24, 2025 Q3 2025 |
944
shares
|
$197,456
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
942
shares
|
$197,038
0.09% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
939
shares
|
$196,410
0.06% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
938
shares
|
$196,201
0.01% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
937
shares
|
$195,992
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
928
shares
|
$194,109
0.01% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
928
shares
|
$194,109
0.04% of portfolio
|
Q2 2025
Added 0.54%
|
|