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 338 Million shares, which have been reported (via 13F filing form) to have a value of $79.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
22
shares
|
$5,165
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
20
shares
|
$4,695
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
20
shares
|
$4,695
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
20
shares
|
$4,695
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
18
shares
|
$4,226
0.0% of portfolio
|
Q4 2023
Reduced 95.87%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
18
shares
|
$4,226
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
18
shares
|
$4,226
0.0% of portfolio
|
Q1 2025
Added 80.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
17
shares
|
$3,991
0.0% of portfolio
|
Q3 2024
Reduced 51.43%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
17
shares
|
$3,991
0.01% of portfolio
|
Q4 2024
Reduced 89.63%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
16
shares
|
$3,756
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
16
shares
|
$3,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
15
shares
|
$3,521
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
14
shares
|
$3,287
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
13
shares
|
$3,052
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
12
shares
|
$2,817
0.0% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
12
shares
|
$2,817
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
12
shares
|
$2,817
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
10
shares
|
$2,347
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
10
shares
|
$2,347
0.0% of portfolio
|
Q2 2024
Added 400.0%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
10
shares
|
$2,347
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
9
shares
|
$2,113
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
9
shares
|
$2,113
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
7
shares
|
$1,643
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
6
shares
|
$1,408
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
6
shares
|
$1,408
0.0% of portfolio
|
Q3 2024
Reduced 98.54%
|