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 |
|---|---|---|---|---|---|
|
General Partner, Inc.
Pittsburgh, PA |
Apr 04, 2025 Q1 2025 |
145
shares
|
$32,707
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
142
shares
|
$32,030
0.01% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
142
shares
|
$32,030
0.0% of portfolio
|
Q1 2025
Reduced 99.34%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
139
shares
|
$31,354
0.01% of portfolio
|
Q4 2024
Added 892.86%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
137
shares
|
$30,903
0.0% of portfolio
|
Q3 2024
Reduced 31.5%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
133
shares
|
$30,000
0.0% of portfolio
|
Q4 2024
Added 30.39%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
130
shares
|
$29,324
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
127
shares
|
$28,647
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
125
shares
|
$28,196
0.01% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
125
shares
|
$28,196
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
125
shares
|
$28,196
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
125
shares
|
$28,196
0.01% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Apr 17, 2025 Q1 2025 |
123
shares
|
$27,745
0.01% of portfolio
|
Q3 2024
Reduced 20.65%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
122
shares
|
$27,519
0.01% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
122
shares
|
$27,519
0.02% of portfolio
|
Q1 2025
Reduced 61.88%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
120
shares
|
$27,068
0.01% of portfolio
|
Q1 2025
Added 69.01%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
120
shares
|
$27,068
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
118
shares
|
$26,617
0.01% of portfolio
|
Q1 2025
Added 126.92%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
116
shares
|
$26,166
0.01% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
115
shares
|
$25,940
0.01% of portfolio
|
Q3 2023
Added 91.67%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
113
shares
|
$25,489
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
112
shares
|
$25,263
0.01% of portfolio
|
Q4 2024
Added 115.38%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
110
shares
|
$24,812
0.02% of portfolio
|
Q1 2025
Added 18.28%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
110
shares
|
$24,812
0.03% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
105
shares
|
$23,684
0.01% of portfolio
|
Q3 2023
Reduced 59.77%
|