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 |
|---|---|---|---|---|---|
|
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
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
75
shares
|
$16,917
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
74
shares
|
$16,692
0.01% of portfolio
|
Q2 2020
Reduced 99.27%
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
72
shares
|
$16,241
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
70
shares
|
$15,789
0.0% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
67
shares
|
$15,113
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
66
shares
|
$14,887
0.01% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
65
shares
|
$14,662
0.0% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
63
shares
|
$14,210
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
62
shares
|
$13,985
0.01% of portfolio
|
Q2 2024
Reduced 73.28%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
62
shares
|
$13,985
0.01% of portfolio
|
Q4 2024
Reduced 31.87%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
61
shares
|
$13,759
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
60
shares
|
$13,534
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
56
shares
|
$12,631
0.0% of portfolio
|
Q1 2025
Added 12.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
54
shares
|
$12,180
0.01% of portfolio
|
Q1 2025
Reduced 69.66%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
53
shares
|
$11,955
0.01% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
50
shares
|
$11,278
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
50
shares
|
$11,278
0.0% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
50
shares
|
$11,278
0.0% of portfolio
|
Q1 2024
Added 2.04%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
50
shares
|
$11,278
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|