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 |
|---|---|---|---|---|---|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
202
shares
|
$45,565
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
202
shares
|
$45,565
0.03% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
201
shares
|
$45,339
0.01% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
200
shares
|
$45,114
0.01% of portfolio
|
Q1 2024
Reduced 39.39%
|
|
|
Adalta Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
200
shares
|
$45,114
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
200
shares
|
$45,114
0.01% of portfolio
|
Q1 2025
Added 12.99%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
200
shares
|
$45,114
0.01% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
194
shares
|
$43,760
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
186
shares
|
$41,956
0.01% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
184
shares
|
$41,504
0.02% of portfolio
|
Q1 2024
Reduced 7.07%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
181
shares
|
$40,828
0.0% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
180
shares
|
$40,602
0.01% of portfolio
|
Q2 2024
Reduced 35.71%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
176
shares
|
$39,700
0.02% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
176
shares
|
$39,700
0.08% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
176
shares
|
$39,700
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
174
shares
|
$39,249
0.01% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
174
shares
|
$39,249
0.03% of portfolio
|
Q4 2024
Added 65.71%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
172
shares
|
$38,798
0.01% of portfolio
|
Q1 2025
Reduced 30.08%
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
165
shares
|
$37,219
15.0% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
162
shares
|
$36,542
0.01% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
162
shares
|
$36,542
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
161
shares
|
$36,316
0.03% of portfolio
|
Q1 2023
Reduced 63.35%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
155
shares
|
$34,963
0.0% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
154
shares
|
$34,737
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
150
shares
|
$33,835
0.01% of portfolio
|
Q4 2024
Reduced 16.2%
|