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 2,455 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 $76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,935
shares
|
$443,695
0.03% of portfolio
|
Q3 2022
Added 2.0%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
May 08, 2025 Q1 2025 |
1,935
shares
|
$443,695
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
1,929
shares
|
$442,319
0.05% of portfolio
|
Q4 2024
Added 18.42%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
1,929
shares
|
$442,319
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
1,927
shares
|
$441,861
0.12% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
1,927
shares
|
$441,861
0.25% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
1,927
shares
|
$441,861
0.02% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
1,922
shares
|
$440,714
0.12% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
1,918
shares
|
$439,797
0.02% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,918
shares
|
$439,797
0.1% of portfolio
|
Q4 2021
Reduced 9.44%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
1,913
shares
|
$438,650
0.1% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
1,907
shares
|
$437,275
0.03% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,892
shares
|
$433,835
0.03% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,888
shares
|
$432,918
0.15% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
1,883
shares
|
$431,771
0.67% of portfolio
|
Q1 2025
Reduced 19.29%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
1,882
shares
|
$431,542
0.07% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
1,880
shares
|
$431,084
0.22% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
1,878
shares
|
$430,625
0.19% of portfolio
|
Q1 2025
Added 59.42%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
1,877
shares
|
$430,396
0.13% of portfolio
|
Q3 2024
Reduced 51.4%
|
|
|
B Long Financial, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
1,871
shares
|
$429,020
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
1,869
shares
|
$428,561
0.05% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
1,861
shares
|
$426,727
0.24% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
1,858
shares
|
$426,039
0.09% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,858
shares
|
$426,039
0.02% of portfolio
|
Q1 2025
Reduced 33.78%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
1,854
shares
|
$425,122
0.04% of portfolio
|
Q1 2025
Reduced 8.04%
|