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 |
|---|---|---|---|---|---|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
100
shares
|
$20,917
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
100
shares
|
$20,917
0.01% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
100
shares
|
$20,917
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
100
shares
|
$20,917
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Oct 09, 2025 Q3 2025 |
99
shares
|
$20,707
0.0% of portfolio
|
Q2 2025
Reduced 19.51%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
98
shares
|
$20,498
0.0% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
98
shares
|
$20,498
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
96
shares
|
$20,080
0.02% of portfolio
|
Q3 2025
Reduced 12.73%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
96
shares
|
$20,080
0.01% of portfolio
|
Q3 2025
Reduced 11.93%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
93
shares
|
$19,452
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
90
shares
|
$18,825
0.01% of portfolio
|
Q1 2024
Reduced 78.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
90
shares
|
$18,825
0.01% of portfolio
|
Q3 2025
Added 63.64%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
89
shares
|
$18,616
0.01% of portfolio
|
Q2 2024
Added 1171.43%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
89
shares
|
$18,616
0.02% of portfolio
|
Q3 2025
Reduced 52.15%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
88
shares
|
$18,406
0.0% of portfolio
|
Q2 2025
Added 76.0%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
86
shares
|
$17,988
0.0% of portfolio
|
Q3 2024
Added 230.77%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
85
shares
|
$17,779
0.02% of portfolio
|
Q3 2025
Added 97.67%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
84
shares
|
$17,570
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
83
shares
|
$17,361
0.0% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
81
shares
|
$16,942
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
81
shares
|
$16,942
0.08% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
80
shares
|
$16,733
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
80
shares
|
$16,733
0.0% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
79
shares
|
$16,524
0.01% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
78
shares
|
$16,315
0.01% of portfolio
|
Q4 2021
New holding
|
|