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 |
|---|---|---|---|---|---|
|
Barbara Oil Co.
Chicago, IL |
May 13, 2025 Q1 2025 |
5,000
shares
|
$1.13 Million
0.47% of portfolio
|
Q4 2019
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
5,000
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
4,985
shares
|
$1.13 Million
0.29% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,983
shares
|
$1.12 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4,975
shares
|
$1.12 Million
0.33% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
4,952
shares
|
$1.12 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
4,921
shares
|
$1.11 Million
0.09% of portfolio
|
Q4 2024
Added 54.8%
|
|
|
Bank Of Nova Scotia Trust CO
|
May 09, 2025 Q1 2025 |
4,915
shares
|
$1.11 Million
0.13% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
4,904
shares
|
$1.11 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
4,868
shares
|
$1.1 Million
0.12% of portfolio
|
Q1 2025
Added 38.93%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
4,866
shares
|
$1.1 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
4,860
shares
|
$1.1 Million
0.31% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
4,852
shares
|
$1.1 Million
0.24% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,847
shares
|
$1.09 Million
0.1% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
4,839
shares
|
$1.09 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,835
shares
|
$1.09 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
4,823
shares
|
$1.09 Million
0.09% of portfolio
|
Q2 2025
Reduced 24.42%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
4,770
shares
|
$1.08 Million
0.12% of portfolio
|
Q1 2025
Reduced 12.07%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
4,757
shares
|
$1.07 Million
0.5% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,755
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
Added 47.4%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
4,750
shares
|
$1.07 Million
0.76% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
4,720
shares
|
$1.07 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
4,713
shares
|
$1.06 Million
0.79% of portfolio
|
Q2 2023
Added 7.73%
|
|
|
Guerra Advisors Inc
Miami, FL |
Apr 25, 2025 Q1 2025 |
4,675
shares
|
$1.06 Million
0.61% of portfolio
|
Q1 2025
Added 87.75%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,658
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2025
Added 2.1%
|