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 |
|---|---|---|---|---|---|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,485
shares
|
$334,971
0.04% of portfolio
|
Q4 2021
Reduced 40.24%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
1,480
shares
|
$333,843
0.12% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
1,479
shares
|
$333,618
0.05% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,477
shares
|
$333,166
0.16% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
1,476
shares
|
$332,941
0.25% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
1,475
shares
|
$332,715
0.02% of portfolio
|
Q4 2022
Added 5.36%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,471
shares
|
$331,813
0.03% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,471
shares
|
$331,813
0.03% of portfolio
|
Q3 2022
Reduced 0.2%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
1,468
shares
|
$331,136
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
1,467
shares
|
$330,911
0.07% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
1,462
shares
|
$329,783
0.11% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
1,461
shares
|
$329,557
0.03% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
1,459
shares
|
$329,106
0.13% of portfolio
|
Q1 2025
Added 26.65%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
1,457
shares
|
$328,655
0.1% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
1,456
shares
|
$328,429
0.02% of portfolio
|
Q1 2025
Reduced 25.22%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
1,455
shares
|
$328,204
0.01% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
1,455
shares
|
$328,204
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
1,450
shares
|
$327,076
0.15% of portfolio
|
Q1 2024
Reduced 2.75%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,449
shares
|
$326,850
0.05% of portfolio
|
Q3 2024
Added 20.85%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,443
shares
|
$325,497
0.05% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,440
shares
|
$324,820
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
1,439
shares
|
$324,595
0.26% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
1,438
shares
|
$324,369
0.02% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
1,436
shares
|
$323,918
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
1,430
shares
|
$322,565
0.02% of portfolio
|
Q3 2022
Added 5.15%
|