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 2,436 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
2,935
shares
|
$669,238
0.04% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Apr 22, 2025 Q1 2025 |
2,934
shares
|
$669,010
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,932
shares
|
$668,554
0.21% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
2,916
shares
|
$664,906
0.03% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
2,915
shares
|
$664,678
0.08% of portfolio
|
Q4 2024
Reduced 35.96%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
2,912
shares
|
$663,994
0.26% of portfolio
|
Q1 2025
Reduced 49.02%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
2,909
shares
|
$663,310
0.45% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
2,906
shares
|
$662,626
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
2,902
shares
|
$661,714
0.3% of portfolio
|
Q1 2023
Added 21.88%
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
2,900
shares
|
$661,258
0.21% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Douglas Lane & Associates, LLC
|
Apr 09, 2025 Q1 2025 |
2,886
shares
|
$658,065
0.01% of portfolio
|
Q1 2025
Reduced 21.53%
|
|
|
Peoples Financial Services Corp.
|
Apr 30, 2025 Q1 2025 |
2,882
shares
|
$657,153
0.32% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
2,881
shares
|
$656,925
0.02% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
2,881
shares
|
$656,925
0.08% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Jeppson Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
2,877
shares
|
$656,013
0.24% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,870
shares
|
$654,417
0.14% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
2,867
shares
|
$653,733
0.45% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
2,850
shares
|
$649,857
0.05% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Apr 15, 2025 Q1 2025 |
2,849
shares
|
$649,628
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
2,833
shares
|
$645,980
0.34% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
2,830
shares
|
$645,296
0.12% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,824
shares
|
$643,928
0.08% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
2,823
shares
|
$643,700
0.08% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
2,823
shares
|
$643,700
0.08% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
2,822
shares
|
$643,472
0.05% of portfolio
|
Q1 2025
Reduced 2.08%
|