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 |
|---|---|---|---|---|---|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,480
shares
|
$559,736
0.01% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
2,478
shares
|
$559,284
0.04% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
2,469
shares
|
$557,253
0.12% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
2,463
shares
|
$555,899
0.15% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
2,460
shares
|
$555,222
0.17% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
2,454
shares
|
$553,867
0.3% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
2,450
shares
|
$552,965
0.15% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
2,449
shares
|
$552,739
0.1% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
2,447
shares
|
$552,287
0.14% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
2,442
shares
|
$551,159
0.09% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
2,419
shares
|
$545,968
0.83% of portfolio
|
Q3 2023
Added 6.38%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,415
shares
|
$545,065
0.02% of portfolio
|
Q4 2022
Reduced 0.04%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,414
shares
|
$544,839
0.04% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
2,402
shares
|
$542,131
0.41% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Fosun International LTD
|
May 14, 2025 Q1 2025 |
2,401
shares
|
$541,905
0.6% of portfolio
|
Q1 2025
Added 31.27%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,386
shares
|
$538,520
0.04% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
2,386
shares
|
$538,520
0.1% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
2,371
shares
|
$535,134
0.1% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
2,369
shares
|
$534,683
0.13% of portfolio
|
Q4 2024
Reduced 11.24%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
2,369
shares
|
$534,683
0.01% of portfolio
|
Q1 2025
Reduced 13.45%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,349
shares
|
$530,169
0.06% of portfolio
|
Q3 2022
Reduced 33.27%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
2,348
shares
|
$529,943
0.1% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,348
shares
|
$529,943
0.31% of portfolio
|
Q2 2024
Reduced 51.05%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
2,334
shares
|
$526,783
0.18% of portfolio
|
Q1 2023
Reduced 2.87%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,322
shares
|
$524,075
0.05% of portfolio
|
Q1 2025
Added 50.68%
|