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 |
|---|---|---|---|---|---|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
3,355
shares
|
$771,213
0.66% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
3,353
shares
|
$770,754
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
3,351
shares
|
$770,294
0.24% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
3,340
shares
|
$767,765
0.03% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
3,338
shares
|
$767,306
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
3,331
shares
|
$765,696
0.07% of portfolio
|
Q1 2025
Reduced 19.25%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
3,331
shares
|
$765,696
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
3,331
shares
|
$765,696
0.02% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,327
shares
|
$764,777
0.07% of portfolio
|
Q3 2023
Reduced 9.32%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
3,325
shares
|
$764,317
0.41% of portfolio
|
Q3 2023
Reduced 1.77%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,323
shares
|
$763,858
0.05% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
3,319
shares
|
$762,938
0.03% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
3,306
shares
|
$759,950
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
3,294
shares
|
$757,191
0.02% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
3,286
shares
|
$755,352
0.02% of portfolio
|
Q1 2025
Added 67.82%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
3,276
shares
|
$753,054
0.06% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
3,276
shares
|
$753,054
0.28% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Apr 10, 2025 Q1 2025 |
3,275
shares
|
$752,824
0.15% of portfolio
|
Q4 2024
Added 16.55%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
3,275
shares
|
$752,824
0.01% of portfolio
|
Q4 2023
Reduced 3.14%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,275
shares
|
$752,824
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,267
shares
|
$750,985
0.1% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
3,264
shares
|
$750,295
0.15% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
3,259
shares
|
$749,146
0.65% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
3,253
shares
|
$747,767
0.08% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
May 15, 2025 Q1 2025 |
3,247
shares
|
$746,387
0.65% of portfolio
|
Q1 2025
New holding
|