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 |
|---|---|---|---|---|---|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
928
shares
|
$194,109
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
926
shares
|
$193,691
0.03% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
923
shares
|
$193,063
0.03% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
922
shares
|
$192,854
0.08% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
919
shares
|
$192,227
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
918
shares
|
$192,018
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
918
shares
|
$192,018
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Nov 12, 2025 Q3 2025 |
917
shares
|
$191,808
0.06% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
916
shares
|
$191,599
0.09% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
912
shares
|
$190,763
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
912
shares
|
$190,763
0.13% of portfolio
|
Q3 2025
Reduced 22.51%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
910
shares
|
$190,344
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
908
shares
|
$189,926
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
907
shares
|
$189,717
0.03% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
907
shares
|
$189,717
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
907
shares
|
$189,717
0.11% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
906
shares
|
$189,508
0.03% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
900
shares
|
$188,253
0.28% of portfolio
|
Q4 2021
New holding
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
900
shares
|
$188,253
0.01% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
898
shares
|
$187,834
0.02% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
883
shares
|
$184,697
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
860
shares
|
$179,886
0.05% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
851
shares
|
$178,003
0.04% of portfolio
|
Q2 2025
Reduced 29.79%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
839
shares
|
$175,493
0.13% of portfolio
|
Q4 2018
Added 898.81%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
826
shares
|
$172,774
0.09% of portfolio
|
Q3 2025
New holding
|
|