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 |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
1,071
shares
|
$241,585
0.04% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
1,070
shares
|
$241,359
0.03% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
1,068
shares
|
$240,908
0.05% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
1,067
shares
|
$240,683
0.06% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
1,061
shares
|
$239,329
0.04% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
1,060
shares
|
$239,104
0.01% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,056
shares
|
$238,201
0.04% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
1,056
shares
|
$238,201
0.03% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
1,055
shares
|
$237,976
0.06% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,053
shares
|
$237,525
0.12% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
1,053
shares
|
$237,525
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
1,052
shares
|
$237,299
0.03% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
1,050
shares
|
$236,848
0.19% of portfolio
|
Q2 2024
Reduced 26.32%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
1,048
shares
|
$236,397
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
1,047
shares
|
$236,171
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
1,046
shares
|
$235,946
0.04% of portfolio
|
Q4 2024
Reduced 80.62%
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
1,044
shares
|
$235,495
0.01% of portfolio
|
Q1 2023
Reduced 97.74%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
1,040
shares
|
$234,592
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,038
shares
|
$234,141
0.07% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Mairs & Power Inc
St Paul, MN |
Feb 14, 2025 Q4 2024 |
1,038
shares
|
$234,141
0.0% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
1,034
shares
|
$233,239
0.05% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Apr 11, 2025 Q1 2025 |
1,033
shares
|
$233,013
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Value Partners Investments Inc.
|
Apr 23, 2025 Q1 2025 |
1,032
shares
|
$232,788
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,031
shares
|
$232,562
0.08% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
1,031
shares
|
$232,562
0.05% of portfolio
|
Q1 2025
New holding
|