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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
888
shares
|
$200,306
0.04% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
886
shares
|
$199,855
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
884
shares
|
$199,403
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
883
shares
|
$199,178
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
882
shares
|
$198,952
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
878
shares
|
$198,050
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
875
shares
|
$197,373
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
874
shares
|
$197,148
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
866
shares
|
$195,343
0.1% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
864
shares
|
$194,892
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
839
shares
|
$189,253
0.13% of portfolio
|
Q4 2018
Added 898.81%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
815
shares
|
$183,839
0.01% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
802
shares
|
$180,907
0.06% of portfolio
|
Q4 2023
Reduced 16.63%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
800
shares
|
$180,456
0.01% of portfolio
|
Q3 2021
Reduced 39.62%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 12, 2025 Q1 2025 |
800
shares
|
$180,456
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
793
shares
|
$178,877
0.02% of portfolio
|
Q4 2024
Reduced 19.49%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
792
shares
|
$178,651
0.08% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
789
shares
|
$177,974
0.03% of portfolio
|
Q1 2025
Reduced 70.0%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
787
shares
|
$177,523
0.01% of portfolio
|
Q4 2024
Added 23.35%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
781
shares
|
$176,170
0.03% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
May 13, 2025 Q1 2025 |
774
shares
|
$174,591
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
770
shares
|
$173,688
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
751
shares
|
$169,403
0.06% of portfolio
|
Q4 2023
Reduced 36.14%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Feb 14, 2025 Q4 2024 |
740
shares
|
$166,921
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
737
shares
|
$166,245
0.01% of portfolio
|
Q3 2024
New holding
|