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 2,442 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 $76.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
5,158
shares
|
$1.19 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
5,153
shares
|
$1.18 Million
0.18% of portfolio
|
Q3 2023
Added 3.7%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
5,121
shares
|
$1.18 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
5,120
shares
|
$1.18 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,107
shares
|
$1.17 Million
0.08% of portfolio
|
Q4 2022
Reduced 0.06%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
5,106
shares
|
$1.17 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
5,099
shares
|
$1.17 Million
0.56% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,098
shares
|
$1.17 Million
0.07% of portfolio
|
Q2 2021
Added 1.21%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
5,079
shares
|
$1.17 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
5,065
shares
|
$1.16 Million
0.94% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
5,047
shares
|
$1.16 Million
0.39% of portfolio
|
Q1 2025
Added 29.78%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
5,040
shares
|
$1.16 Million
0.07% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
5,028
shares
|
$1.16 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
5,018
shares
|
$1.15 Million
0.03% of portfolio
|
Q1 2025
Reduced 53.65%
|
|
|
Barbara Oil Co.
Chicago, IL |
May 13, 2025 Q1 2025 |
5,000
shares
|
$1.15 Million
0.47% of portfolio
|
Q4 2019
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
4,985
shares
|
$1.15 Million
0.29% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,983
shares
|
$1.15 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4,975
shares
|
$1.14 Million
0.33% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
4,952
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Apr 22, 2025 Q1 2025 |
4,943
shares
|
$1.14 Million
0.71% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
4,933
shares
|
$1.13 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
4,921
shares
|
$1.13 Million
0.09% of portfolio
|
Q4 2024
Added 54.8%
|
|
|
Bank Of Nova Scotia Trust CO
|
May 09, 2025 Q1 2025 |
4,915
shares
|
$1.13 Million
0.13% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
4,874
shares
|
$1.12 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
4,868
shares
|
$1.12 Million
0.12% of portfolio
|
Q1 2025
Added 38.93%
|