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 2,462 institutions that hold shares in the stock, with a total of 331 Million shares, which have been reported (via 13F filing form) to have a value of $74.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
15,220
shares
|
$3.44 Million
0.12% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
15,199
shares
|
$3.43 Million
0.88% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
15,106
shares
|
$3.41 Million
0.03% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
May 06, 2025 Q1 2025 |
15,091
shares
|
$3.41 Million
0.26% of portfolio
|
Q1 2019
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
15,065
shares
|
$3.4 Million
0.23% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
15,058
shares
|
$3.4 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
15,031
shares
|
$3.39 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
15,022
shares
|
$3.39 Million
2.57% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
14,899
shares
|
$3.36 Million
0.24% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
14,875
shares
|
$3.36 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
14,848
shares
|
$3.35 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
14,691
shares
|
$3.32 Million
0.88% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
14,680
shares
|
$3.31 Million
0.23% of portfolio
|
Q1 2025
Added 11.77%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
14,646
shares
|
$3.31 Million
0.3% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
14,644
shares
|
$3.31 Million
1.18% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
14,615
shares
|
$3.3 Million
0.49% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
14,605
shares
|
$3.3 Million
1.12% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
14,413
shares
|
$3.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
14,374
shares
|
$3.24 Million
2.88% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,310
shares
|
$3.23 Million
0.07% of portfolio
|
Q4 2023
Added 0.27%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
14,298
shares
|
$3.23 Million
0.15% of portfolio
|
Q1 2025
Added 89.78%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
14,223
shares
|
$3.21 Million
0.1% of portfolio
|
Q1 2025
Reduced 39.19%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
14,207
shares
|
$3.21 Million
1.15% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
14,138
shares
|
$3.19 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
14,119
shares
|
$3.19 Million
0.47% of portfolio
|
Q2 2025
Added 0.36%
|