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 |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
77
shares
|
$16,106
0.01% of portfolio
|
Q4 2019
Reduced 56.5%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
75
shares
|
$15,687
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
75
shares
|
$15,687
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
74
shares
|
$15,478
0.0% of portfolio
|
Q3 2025
Reduced 18.68%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
73
shares
|
$15,269
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
72
shares
|
$15,060
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
72
shares
|
$15,060
0.0% of portfolio
|
Q3 2025
Added 1700.0%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
72
shares
|
$15,060
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
70
shares
|
$14,641
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
69
shares
|
$14,432
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
68
shares
|
$14,223
0.01% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
67
shares
|
$14,014
0.0% of portfolio
|
Q3 2025
Added 191.3%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
66
shares
|
$13,805
0.01% of portfolio
|
Q3 2025
Reduced 64.52%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
65
shares
|
$13,596
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
1248 Management, LLC
Kansas City, MO |
Nov 14, 2025 Q3 2025 |
64
shares
|
$13,386
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
61
shares
|
$12,759
0.0% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
57
shares
|
$11,922
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
56
shares
|
$11,713
0.04% of portfolio
|
Q3 2025
Reduced 99.38%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
54
shares
|
$11,295
0.0% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
53
shares
|
$11,086
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
51
shares
|
$10,667
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
51
shares
|
$10,667
0.0% of portfolio
|
Q2 2025
Added 183.33%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
50
shares
|
$10,458
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
50
shares
|
$10,458
0.0% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
49
shares
|
$10,249
0.01% of portfolio
|
Q2 2023
Added 48.48%
|
|