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 |
|---|---|---|---|---|---|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
2,425
shares
|
$552,948
0.18% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
2,419
shares
|
$551,580
0.83% of portfolio
|
Q3 2023
Added 6.38%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,415
shares
|
$550,668
0.02% of portfolio
|
Q4 2022
Reduced 0.04%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,412
shares
|
$549,984
0.04% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
2,402
shares
|
$547,704
0.41% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
2,401
shares
|
$547,476
0.07% of portfolio
|
Q4 2024
Added 2864.2%
|
|
|
Fosun International LTD
|
May 14, 2025 Q1 2025 |
2,401
shares
|
$547,476
0.6% of portfolio
|
Q1 2025
Added 31.27%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
2,400
shares
|
$547,248
0.21% of portfolio
|
Q1 2022
Reduced 2.04%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,386
shares
|
$544,055
0.04% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
2,386
shares
|
$544,055
0.1% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
2,378
shares
|
$542,231
0.02% of portfolio
|
Q1 2025
Added 61.66%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
2,371
shares
|
$540,635
0.1% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Am Investment Strategies LLC
|
May 07, 2025 Q1 2025 |
2,369
shares
|
$540,179
0.14% of portfolio
|
Q4 2024
Reduced 11.24%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
2,369
shares
|
$540,179
0.01% of portfolio
|
Q1 2025
Reduced 13.45%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,349
shares
|
$535,618
0.06% of portfolio
|
Q3 2022
Reduced 33.27%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
2,348
shares
|
$535,390
0.1% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,348
shares
|
$535,390
0.31% of portfolio
|
Q2 2024
Reduced 51.05%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
2,334
shares
|
$532,198
0.18% of portfolio
|
Q1 2023
Reduced 2.87%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,322
shares
|
$529,462
0.05% of portfolio
|
Q1 2025
Added 50.68%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
2,320
shares
|
$529,006
0.03% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,318
shares
|
$528,550
0.05% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
2,317
shares
|
$528,322
0.09% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,316
shares
|
$528,094
0.61% of portfolio
|
Q2 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
2,308
shares
|
$526,270
0.07% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,304
shares
|
$525,358
0.41% of portfolio
|
Q1 2025
Reduced 3.88%
|