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 |
|---|---|---|---|---|---|
|
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 |
May 13, 2025 Q1 2025 |
420
shares
|
$94,739
0.04% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
419
shares
|
$94,513
0.05% of portfolio
|
Q4 2024
Reduced 31.31%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
418
shares
|
$94,288
0.0% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
408
shares
|
$92,032
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
400
shares
|
$90,228
0.02% of portfolio
|
Q1 2025
Reduced 11.89%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
400
shares
|
$90,228
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
400
shares
|
$90,228
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
392
shares
|
$88,423
0.02% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
390
shares
|
$87,972
0.02% of portfolio
|
Q4 2022
Reduced 43.48%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
388
shares
|
$87,521
0.02% of portfolio
|
Q1 2025
Added 43.7%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
384
shares
|
$86,618
0.03% of portfolio
|
Q1 2025
Reduced 22.11%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
380
shares
|
$85,716
0.02% of portfolio
|
Q1 2025
Reduced 24.45%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
370
shares
|
$83,460
0.03% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
363
shares
|
$81,881
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
354
shares
|
$79,851
0.05% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
351
shares
|
$79,175
0.07% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
348
shares
|
$78,498
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
347
shares
|
$78,272
0.03% of portfolio
|
Q4 2024
Reduced 46.37%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
341
shares
|
$76,919
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
341
shares
|
$76,919
0.05% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
325
shares
|
$73,310
0.02% of portfolio
|
Q3 2023
Added 40.09%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
319
shares
|
$71,956
0.04% of portfolio
|
Q1 2025
Reduced 7.0%
|