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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
562
shares
|
$126,770
0.01% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
559
shares
|
$126,093
0.06% of portfolio
|
Q2 2022
Added 20.73%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
554
shares
|
$124,965
0.04% of portfolio
|
Q3 2023
Added 3.17%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
550
shares
|
$124,063
0.06% of portfolio
|
Q1 2022
Reduced 5.01%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
544
shares
|
$122,710
0.05% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
538
shares
|
$121,356
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
535
shares
|
$120,679
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
525
shares
|
$118,424
0.05% of portfolio
|
Q1 2018
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
516
shares
|
$116,394
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
500
shares
|
$112,785
0.01% of portfolio
|
Q1 2025
Reduced 40.12%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
500
shares
|
$112,785
0.02% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
500
shares
|
$112,785
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
500
shares
|
$112,785
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
488
shares
|
$110,078
0.01% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
487
shares
|
$109,852
0.05% of portfolio
|
Q2 2024
Added 3.62%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
482
shares
|
$108,724
0.14% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
467
shares
|
$105,341
0.01% of portfolio
|
Q3 2022
Reduced 5.47%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
465
shares
|
$104,890
0.18% of portfolio
|
Q3 2022
Reduced 17.41%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
451
shares
|
$101,732
0.01% of portfolio
|
Q1 2025
Added 24.24%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
450
shares
|
$101,506
0.02% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
450
shares
|
$101,506
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
440
shares
|
$99,250
0.03% of portfolio
|
Q1 2025
Added 82.57%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
423
shares
|
$95,416
0.02% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
421
shares
|
$94,964
0.04% of portfolio
|
Q4 2024
Added 286.24%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
420
shares
|
$94,739
0.04% of portfolio
|
Q4 2024
Added 1.69%
|