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 |
|---|---|---|---|---|---|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
3,010
shares
|
$679,357
0.41% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
3,007
shares
|
$678,679
0.02% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
3,000
shares
|
$677,100
0.04% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
3,000
shares
|
$677,100
0.37% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
2,988
shares
|
$674,391
0.3% of portfolio
|
Q1 2025
Reduced 73.29%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,987
shares
|
$674,165
0.19% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
2,976
shares
|
$671,683
0.36% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
2,970
shares
|
$670,329
0.03% of portfolio
|
Q2 2024
Added 5.92%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
2,956
shares
|
$667,169
0.09% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
2,944
shares
|
$664,460
0.32% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
2,935
shares
|
$662,429
0.04% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Apr 22, 2025 Q1 2025 |
2,934
shares
|
$662,203
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,932
shares
|
$661,752
0.21% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
2,925
shares
|
$660,172
0.02% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
2,916
shares
|
$658,141
0.03% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
2,915
shares
|
$657,915
0.08% of portfolio
|
Q4 2024
Reduced 35.96%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
2,912
shares
|
$657,238
0.23% of portfolio
|
Q1 2025
Reduced 49.02%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
2,909
shares
|
$656,561
0.45% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
2,906
shares
|
$655,884
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
2,902
shares
|
$654,981
0.27% of portfolio
|
Q1 2023
Added 21.88%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
2,886
shares
|
$651,370
0.01% of portfolio
|
Q1 2025
Reduced 21.53%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
2,881
shares
|
$650,241
0.07% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,870
shares
|
$647,759
0.14% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
2,867
shares
|
$647,081
0.45% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
2,849
shares
|
$643,019
0.18% of portfolio
|
Q2 2025
Reduced 3.72%
|