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 2,420 institutions that hold shares in the stock, with a total of 339 Million shares, which have been reported (via 13F filing form) to have a value of $76.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
924
shares
|
$208,426
0.09% of portfolio
|
Q1 2025
Reduced 24.63%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
923
shares
|
$208,201
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
923
shares
|
$208,201
0.05% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
922
shares
|
$207,975
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
919
shares
|
$207,298
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
May 12, 2025 Q1 2025 |
917
shares
|
$206,847
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
910
shares
|
$205,268
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
907
shares
|
$204,591
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
May 08, 2025 Q1 2025 |
905
shares
|
$204,140
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Apr 29, 2025 Q1 2025 |
904
shares
|
$203,915
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
903
shares
|
$203,689
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
901
shares
|
$203,238
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
900
shares
|
$203,013
0.28% of portfolio
|
Q4 2021
New holding
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
900
shares
|
$203,013
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Biltmore Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
900
shares
|
$203,013
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
900
shares
|
$203,013
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Threadgill Financial, LLC
|
Apr 09, 2025 Q1 2025 |
897
shares
|
$202,336
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
897
shares
|
$202,336
0.05% of portfolio
|
Q1 2025
Added 108.6%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
896
shares
|
$202,110
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
896
shares
|
$202,110
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
895
shares
|
$201,885
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
892
shares
|
$201,208
0.04% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
892
shares
|
$201,208
0.02% of portfolio
|
Q4 2024
Added 98.66%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
889
shares
|
$200,531
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
889
shares
|
$200,531
0.03% of portfolio
|
Q1 2025
New holding
|