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 2,429 institutions that hold shares in the stock, with a total of 334 Million shares, which have been reported (via 13F filing form) to have a value of $75.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
1,618
shares
|
$364,972
0.24% of portfolio
|
Q1 2025
Reduced 18.61%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
1,618
shares
|
$364,972
0.04% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,612
shares
|
$363,618
0.22% of portfolio
|
Q1 2025
Added 37.19%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,607
shares
|
$362,490
0.04% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
1,607
shares
|
$362,490
0.06% of portfolio
|
Q3 2023
Reduced 3.02%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,603
shares
|
$361,588
0.02% of portfolio
|
Q4 2023
Added 0.38%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
1,597
shares
|
$360,235
0.03% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,596
shares
|
$360,009
0.03% of portfolio
|
Q2 2023
Added 5.28%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,595
shares
|
$359,784
0.06% of portfolio
|
Q1 2025
Added 131.49%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
1,592
shares
|
$359,107
0.14% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,586
shares
|
$357,754
0.03% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,581
shares
|
$356,626
0.08% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
1,580
shares
|
$356,400
0.18% of portfolio
|
Q4 2024
Added 32.66%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
1,575
shares
|
$355,272
0.26% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,569
shares
|
$353,919
0.04% of portfolio
|
Q1 2025
Added 54.89%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
1,568
shares
|
$353,693
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,567
shares
|
$353,468
0.07% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
1,564
shares
|
$352,791
0.02% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,564
shares
|
$352,791
0.32% of portfolio
|
Q1 2025
Reduced 11.24%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
1,562
shares
|
$352,340
0.06% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
1,562
shares
|
$352,340
0.3% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
1,556
shares
|
$350,986
0.12% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Apr 14, 2025 Q1 2025 |
1,555
shares
|
$350,761
0.24% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Feb 13, 2025 Q4 2024 |
1,553
shares
|
$350,310
0.06% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
1,552
shares
|
$350,084
0.19% of portfolio
|
Q4 2024
Reduced 3.12%
|