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 |
|---|---|---|---|---|---|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
27
shares
|
$5,647
0.0% of portfolio
|
Q3 2025
Reduced 20.59%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
26
shares
|
$5,438
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
26
shares
|
$5,438
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
26
shares
|
$5,438
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
25
shares
|
$5,229
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
25
shares
|
$5,229
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
25
shares
|
$5,229
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
23
shares
|
$4,810
0.0% of portfolio
|
Q3 2025
Added 15.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
23
shares
|
$4,810
0.0% of portfolio
|
Q2 2025
Added 27.78%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
20
shares
|
$4,183
0.0% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
19
shares
|
$3,974
0.0% of portfolio
|
Q3 2025
Reduced 24.0%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
19
shares
|
$3,974
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
18
shares
|
$3,765
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
16
shares
|
$3,346
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
16
shares
|
$3,346
0.0% of portfolio
|
Q2 2025
Reduced 46.67%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
15
shares
|
$3,137
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
15
shares
|
$3,137
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
15
shares
|
$3,137
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
13
shares
|
$2,719
0.0% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
12
shares
|
$2,510
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
12
shares
|
$2,510
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
12
shares
|
$2,510
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
10
shares
|
$2,091
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
10
shares
|
$2,091
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
10
shares
|
$2,091
0.0% of portfolio
|
Q3 2025
New holding
|
|