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 |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
4,852
shares
|
$1.12 Million
0.24% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
4,847
shares
|
$1.11 Million
0.33% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
4,839
shares
|
$1.11 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
4,770
shares
|
$1.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 12.07%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,755
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2025
Added 47.4%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
4,750
shares
|
$1.09 Million
0.76% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
4,746
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
4,720
shares
|
$1.08 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
4,713
shares
|
$1.08 Million
0.79% of portfolio
|
Q2 2023
Added 7.73%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Apr 15, 2025 Q1 2025 |
4,704
shares
|
$1.08 Million
0.62% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Guerra Advisors Inc
Miami, FL |
Apr 25, 2025 Q1 2025 |
4,675
shares
|
$1.07 Million
0.61% of portfolio
|
Q1 2025
Added 87.75%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
4,670
shares
|
$1.07 Million
0.11% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
4,642
shares
|
$1.07 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
4,626
shares
|
$1.06 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
4,626
shares
|
$1.06 Million
1.04% of portfolio
|
Q1 2025
Added 49.03%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
4,624
shares
|
$1.06 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,620
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2022
Reduced 2.65%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
4,614
shares
|
$1.06 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
4,609
shares
|
$1.06 Million
1.37% of portfolio
|
Q4 2022
Added 3.71%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
4,607
shares
|
$1.06 Million
0.55% of portfolio
|
Q1 2025
Added 21.11%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
4,600
shares
|
$1.06 Million
0.08% of portfolio
|
Q1 2024
Reduced 55.34%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
4,598
shares
|
$1.06 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
4,595
shares
|
$1.06 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
4,591
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2023
Added 1.5%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
4,590
shares
|
$1.06 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.47%
|