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 |
|---|---|---|---|---|---|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
2,300
shares
|
$524,446
0.04% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
2,299
shares
|
$524,217
0.2% of portfolio
|
Q1 2025
Reduced 8.91%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
2,294
shares
|
$523,077
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
2,286
shares
|
$521,253
0.3% of portfolio
|
N/A
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
2,280
shares
|
$519,885
0.05% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
2,276
shares
|
$518,973
0.04% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
2,275
shares
|
$518,745
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
2,265
shares
|
$516,465
0.32% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
2,264
shares
|
$516,237
0.17% of portfolio
|
Q1 2025
Added 35.81%
|
|
|
Sone Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,255
shares
|
$514,185
0.05% of portfolio
|
Q1 2025
Reduced 98.17%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
2,250
shares
|
$513,045
0.25% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
2,247
shares
|
$512,360
0.06% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
2,239
shares
|
$510,536
0.09% of portfolio
|
Q1 2025
Added 83.22%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,235
shares
|
$509,624
0.07% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
2,235
shares
|
$509,624
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,233
shares
|
$509,168
0.0% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
2,214
shares
|
$504,836
0.29% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
2,212
shares
|
$504,380
0.22% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
2,206
shares
|
$503,012
0.06% of portfolio
|
Q1 2025
Added 117.77%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
2,201
shares
|
$501,872
0.04% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
2,200
shares
|
$501,644
0.02% of portfolio
|
Q1 2025
Added 20.28%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
2,198
shares
|
$501,187
0.19% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
May 15, 2025 Q1 2025 |
2,198
shares
|
$501,187
0.26% of portfolio
|
Q1 2025
Reduced 60.92%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
2,186
shares
|
$498,451
0.06% of portfolio
|
Q3 2022
Reduced 8.38%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
2,181
shares
|
$497,311
0.12% of portfolio
|
Q1 2025
Added 3.07%
|