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 |
|---|---|---|---|---|---|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
400
shares
|
$83,668
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
390
shares
|
$81,576
0.02% of portfolio
|
Q4 2022
Reduced 43.48%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
380
shares
|
$79,484
0.02% of portfolio
|
Q3 2025
Reduced 15.56%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
375
shares
|
$78,438
0.05% of portfolio
|
Q3 2025
Reduced 23.16%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
373
shares
|
$78,020
0.03% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
364
shares
|
$76,137
0.02% of portfolio
|
Q3 2025
Added 191.2%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
364
shares
|
$76,137
0.04% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
360
shares
|
$75,301
0.04% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
347
shares
|
$72,581
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
346
shares
|
$72,372
0.06% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
345
shares
|
$72,163
0.06% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
342
shares
|
$71,536
0.04% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
340
shares
|
$71,117
0.05% of portfolio
|
Q2 2025
Added 93.18%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
339
shares
|
$70,908
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
337
shares
|
$70,490
0.0% of portfolio
|
Q2 2025
Reduced 19.18%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
328
shares
|
$68,607
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
326
shares
|
$68,189
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
325
shares
|
$67,980
0.02% of portfolio
|
Q3 2023
Added 40.09%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
320
shares
|
$66,934
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
314
shares
|
$65,679
0.01% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
311
shares
|
$65,051
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
301
shares
|
$62,960
0.02% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
300
shares
|
$62,750
0.04% of portfolio
|
Q4 2023
Reduced 94.89%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
300
shares
|
$62,750
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
299
shares
|
$62,541
0.01% of portfolio
|
Q3 2025
Added 1.7%
|
|