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 |
|---|---|---|---|---|---|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
202
shares
|
$42,252
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
201
shares
|
$42,043
0.01% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
200
shares
|
$41,834
0.01% of portfolio
|
Q1 2024
Reduced 39.39%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
197
shares
|
$41,206
0.01% of portfolio
|
Q3 2025
Reduced 90.68%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
193
shares
|
$40,369
0.01% of portfolio
|
Q3 2025
Added 19.14%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
193
shares
|
$40,369
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
190
shares
|
$39,742
0.0% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
190
shares
|
$39,742
0.01% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
184
shares
|
$38,487
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
183
shares
|
$38,278
0.0% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
182
shares
|
$38,068
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
179
shares
|
$37,441
0.0% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
176
shares
|
$36,813
0.07% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
174
shares
|
$36,395
0.01% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
166
shares
|
$34,722
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
165
shares
|
$34,513
15.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Nov 12, 2025 Q3 2025 |
159
shares
|
$33,258
0.06% of portfolio
|
Q3 2025
Reduced 97.94%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
154
shares
|
$32,212
0.01% of portfolio
|
Q2 2025
Reduced 99.02%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
151
shares
|
$31,584
0.02% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
150
shares
|
$31,375
0.03% of portfolio
|
Q2 2025
Reduced 28.91%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
141
shares
|
$29,492
0.0% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
137
shares
|
$28,656
0.01% of portfolio
|
Q1 2025
Added 120.97%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
136
shares
|
$28,447
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
135
shares
|
$28,237
0.0% of portfolio
|
Q3 2025
Reduced 55.74%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
133
shares
|
$27,819
0.0% of portfolio
|
Q3 2025
Added 101.52%
|
|