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 |
|---|---|---|---|---|---|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
1,117
shares
|
$251,961
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
1,109
shares
|
$250,157
0.14% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
1,107
shares
|
$249,705
0.04% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
1,106
shares
|
$249,480
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,105
shares
|
$249,254
0.04% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
1,104
shares
|
$249,029
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,103
shares
|
$248,803
0.09% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
1,100
shares
|
$248,127
0.01% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
S&Co Inc
Boston, MA |
May 08, 2025 Q1 2025 |
1,100
shares
|
$248,127
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
1,100
shares
|
$248,127
0.08% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
1,100
shares
|
$248,127
0.03% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
1,098
shares
|
$247,675
0.02% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
1,097
shares
|
$247,450
0.01% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
1,095
shares
|
$246,999
0.03% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,092
shares
|
$246,322
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
1,092
shares
|
$246,322
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,087
shares
|
$245,194
0.03% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
1,085
shares
|
$244,743
0.02% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
1,084
shares
|
$244,517
0.0% of portfolio
|
Q4 2024
Reduced 82.8%
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
1,083
shares
|
$244,292
0.14% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
1,082
shares
|
$244,066
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
1,075
shares
|
$242,487
0.06% of portfolio
|
Q2 2023
Reduced 12.24%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,075
shares
|
$242,487
0.06% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
1,073
shares
|
$242,036
0.03% of portfolio
|
Q1 2025
Reduced 35.86%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
1,071
shares
|
$241,585
0.02% of portfolio
|
Q1 2025
Added 0.09%
|