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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
680
shares
|
$153,387
0.05% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
660
shares
|
$148,876
0.04% of portfolio
|
Q1 2024
Reduced 2.94%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
660
shares
|
$148,876
0.05% of portfolio
|
Q1 2025
Reduced 19.12%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
655
shares
|
$147,748
0.15% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
653
shares
|
$147,297
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
648
shares
|
$146,169
0.02% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
646
shares
|
$145,718
0.02% of portfolio
|
Q1 2025
Added 1013.79%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
636
shares
|
$143,462
0.02% of portfolio
|
Q4 2024
Added 45.87%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
619
shares
|
$139,627
0.1% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
614
shares
|
$138,499
0.01% of portfolio
|
Q2 2023
Reduced 16.35%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
612
shares
|
$138,048
0.01% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
610
shares
|
$137,597
0.06% of portfolio
|
Q1 2022
Reduced 0.81%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
606
shares
|
$136,695
0.04% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
605
shares
|
$136,469
0.03% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
596
shares
|
$134,439
0.01% of portfolio
|
Q1 2025
Reduced 26.96%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
595
shares
|
$134,214
0.02% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
591
shares
|
$133,311
0.03% of portfolio
|
Q1 2025
Reduced 29.98%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
589
shares
|
$132,860
0.01% of portfolio
|
Q4 2024
Added 32.36%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
585
shares
|
$131,958
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
582
shares
|
$131,281
0.01% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
579
shares
|
$130,605
0.01% of portfolio
|
Q1 2025
Added 58.63%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
571
shares
|
$128,800
0.03% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
May 07, 2025 Q1 2025 |
567
shares
|
$127,898
0.03% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
565
shares
|
$127,447
0.02% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
562
shares
|
$126,770
0.01% of portfolio
|
Q1 2025
Reduced 0.53%
|