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 |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
103
shares
|
$23,233
0.01% of portfolio
|
Q3 2024
Added 94.34%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$22,557
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
100
shares
|
$22,557
0.0% of portfolio
|
Q4 2022
Reduced 20.63%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
100
shares
|
$22,557
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
100
shares
|
$22,557
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
100
shares
|
$22,557
0.01% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
100
shares
|
$22,557
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
100
shares
|
$22,557
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
99
shares
|
$22,331
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
96
shares
|
$21,654
0.01% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
91
shares
|
$20,526
0.02% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
90
shares
|
$20,301
0.01% of portfolio
|
Q1 2024
Reduced 78.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
89
shares
|
$20,075
0.01% of portfolio
|
Q2 2024
Added 1171.43%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
89
shares
|
$20,075
0.01% of portfolio
|
Q1 2025
Reduced 35.97%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
89
shares
|
$20,075
0.02% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
86
shares
|
$19,399
0.0% of portfolio
|
Q3 2024
Added 230.77%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
84
shares
|
$18,947
0.0% of portfolio
|
Q2 2023
Reduced 96.71%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
84
shares
|
$18,947
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
80
shares
|
$18,045
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
80
shares
|
$18,045
0.0% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
78
shares
|
$17,594
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
77
shares
|
$17,368
0.01% of portfolio
|
Q4 2019
Reduced 56.5%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
77
shares
|
$17,368
0.0% of portfolio
|
Q1 2025
Reduced 67.09%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
76
shares
|
$17,143
0.0% of portfolio
|
Q1 2025
Reduced 71.64%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
75
shares
|
$16,917
0.01% of portfolio
|
Q4 2023
New holding
|