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 |
|---|---|---|---|---|---|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
658
shares
|
$137,633
0.04% of portfolio
|
Q2 2025
Added 265.56%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
653
shares
|
$136,588
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
632
shares
|
$132,195
0.01% of portfolio
|
Q3 2025
Added 10.49%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
623
shares
|
$130,312
0.03% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
614
shares
|
$128,430
0.01% of portfolio
|
Q2 2023
Reduced 16.35%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
612
shares
|
$128,012
0.01% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
610
shares
|
$127,593
0.06% of portfolio
|
Q1 2022
Reduced 0.81%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
606
shares
|
$126,757
0.03% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
603
shares
|
$126,129
0.03% of portfolio
|
Q3 2025
Added 76.32%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
603
shares
|
$126,129
0.09% of portfolio
|
Q3 2025
Reduced 36.66%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
570
shares
|
$119,226
0.05% of portfolio
|
Q2 2025
Reduced 29.89%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
567
shares
|
$118,599
0.02% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
559
shares
|
$116,926
0.06% of portfolio
|
Q2 2022
Added 20.73%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
557
shares
|
$116,507
0.04% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
554
shares
|
$115,880
0.04% of portfolio
|
Q3 2023
Added 3.17%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
553
shares
|
$115,671
0.08% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
550
shares
|
$115,043
0.06% of portfolio
|
Q1 2022
Reduced 5.01%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
539
shares
|
$112,742
0.02% of portfolio
|
Q3 2025
Added 60.42%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
537
shares
|
$112,324
0.04% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
532
shares
|
$111,278
0.02% of portfolio
|
Q3 2025
Reduced 23.78%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
525
shares
|
$109,814
0.05% of portfolio
|
Q1 2018
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
515
shares
|
$107,722
0.08% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
514
shares
|
$107,513
0.05% of portfolio
|
Q3 2025
Added 301.56%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
506
shares
|
$105,840
0.01% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
500
shares
|
$104,585
0.02% of portfolio
|
Q1 2025
Reduced 37.5%
|
|