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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
3,678
shares
|
$830,124
0.15% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
3,677
shares
|
$829,898
0.03% of portfolio
|
Q1 2025
Added 16.36%
|
|
|
First National Bank Of Hutchinson
|
May 06, 2025 Q1 2025 |
3,674
shares
|
$829,221
0.57% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
3,672
shares
|
$828,770
0.14% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
3,657
shares
|
$825,384
0.03% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,641
shares
|
$821,773
0.04% of portfolio
|
Q4 2023
Added 5.35%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
3,635
shares
|
$820,419
0.13% of portfolio
|
Q1 2025
Reduced 20.7%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
3,622
shares
|
$817,485
0.2% of portfolio
|
Q1 2025
Added 84.04%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
3,614
shares
|
$815,679
0.06% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
3,611
shares
|
$815,002
0.17% of portfolio
|
Q1 2025
Reduced 18.78%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
3,607
shares
|
$814,099
0.1% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
3,607
shares
|
$814,099
0.24% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
3,590
shares
|
$810,263
0.07% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
3,578
shares
|
$807,554
0.32% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,576
shares
|
$807,103
0.06% of portfolio
|
Q2 2025
Added 14.58%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
3,563
shares
|
$804,169
0.13% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
3,549
shares
|
$801,009
0.39% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
3,546
shares
|
$800,332
0.09% of portfolio
|
Q1 2025
Reduced 31.45%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
3,542
shares
|
$799,429
0.03% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
3,540
shares
|
$798,978
0.24% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 02, 2025 Q1 2025 |
3,529
shares
|
$796,495
0.4% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
3,522
shares
|
$794,915
0.03% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,504
shares
|
$790,852
0.04% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
3,492
shares
|
$788,144
0.17% of portfolio
|
Q1 2025
Added 38.3%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
3,476
shares
|
$784,533
0.06% of portfolio
|
Q1 2025
Reduced 4.64%
|