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 2,442 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $76.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
1,728
shares
|
$397,215
0.02% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
1,725
shares
|
$396,525
0.03% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
1,721
shares
|
$395,606
0.1% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
1,719
shares
|
$395,146
0.17% of portfolio
|
Q4 2022
Added 0.35%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
1,717
shares
|
$394,686
0.09% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Diametric Capital, LP
Boston, MA |
May 14, 2025 Q1 2025 |
1,716
shares
|
$394,456
0.64% of portfolio
|
Q1 2025
Reduced 36.33%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
1,712
shares
|
$393,537
0.13% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
1,711
shares
|
$393,307
0.07% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
1,708
shares
|
$392,617
0.08% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
1,707
shares
|
$392,388
0.06% of portfolio
|
Q1 2025
Reduced 48.97%
|
|
|
Bank Of Stockton
|
Apr 23, 2025 Q1 2025 |
1,701
shares
|
$391,008
0.13% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
1,700
shares
|
$390,779
0.07% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
1,697
shares
|
$390,089
0.04% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
1,695
shares
|
$389,629
0.02% of portfolio
|
Q1 2025
Reduced 23.55%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
1,692
shares
|
$388,940
0.1% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,691
shares
|
$388,710
0.18% of portfolio
|
Q1 2025
Reduced 11.93%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
1,691
shares
|
$388,710
0.08% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
1,684
shares
|
$387,101
0.05% of portfolio
|
Q1 2025
Reduced 54.01%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
1,684
shares
|
$387,101
0.19% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
1,683
shares
|
$386,871
0.08% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
1,682
shares
|
$386,641
0.08% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,681
shares
|
$386,411
0.03% of portfolio
|
Q1 2023
Reduced 16.16%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,681
shares
|
$386,411
0.03% of portfolio
|
Q1 2023
Reduced 16.16%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
1,678
shares
|
$385,721
0.05% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
1,675
shares
|
$385,032
0.21% of portfolio
|
Q4 2024
Reduced 1.47%
|