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 |
|---|---|---|---|---|---|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
127
shares
|
$26,564
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
125
shares
|
$26,146
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
125
shares
|
$26,146
0.01% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
124
shares
|
$25,937
0.0% of portfolio
|
Q3 2025
Added 47.62%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
123
shares
|
$25,727
0.01% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
122
shares
|
$25,518
0.0% of portfolio
|
Q3 2025
Added 12.96%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
120
shares
|
$25,100
0.01% of portfolio
|
Q1 2025
Added 69.01%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
120
shares
|
$25,100
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
120
shares
|
$25,100
0.02% of portfolio
|
Q2 2025
Reduced 10.45%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
118
shares
|
$24,682
0.01% of portfolio
|
Q1 2025
Added 126.92%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
118
shares
|
$24,682
0.01% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
117
shares
|
$24,472
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
116
shares
|
$24,263
0.01% of portfolio
|
Q3 2025
Reduced 63.75%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
115
shares
|
$24,054
0.01% of portfolio
|
Q3 2023
Added 91.67%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
113
shares
|
$23,636
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
111
shares
|
$23,217
0.02% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
109
shares
|
$22,799
0.01% of portfolio
|
Q3 2025
Reduced 12.8%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
105
shares
|
$21,962
0.01% of portfolio
|
Q3 2023
Reduced 59.77%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
105
shares
|
$21,962
0.01% of portfolio
|
Q2 2025
Reduced 40.34%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
103
shares
|
$21,544
0.01% of portfolio
|
Q3 2024
Added 94.34%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
103
shares
|
$21,544
0.01% of portfolio
|
Q3 2025
Added 836.36%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
102
shares
|
$21,335
0.01% of portfolio
|
Q3 2025
Reduced 16.39%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
102
shares
|
$21,335
0.0% of portfolio
|
Q2 2025
Reduced 23.31%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
100
shares
|
$20,917
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
100
shares
|
$20,917
0.0% of portfolio
|
Q4 2022
Reduced 20.63%
|
|