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 2,453 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 |
|---|---|---|---|---|---|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
1,684
shares
|
$386,141
0.05% of portfolio
|
Q1 2025
Reduced 54.01%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
1,684
shares
|
$386,141
0.19% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
1,682
shares
|
$385,682
0.08% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,681
shares
|
$385,453
0.03% of portfolio
|
Q1 2023
Reduced 16.16%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,681
shares
|
$385,453
0.03% of portfolio
|
Q1 2023
Reduced 16.16%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
1,678
shares
|
$384,765
0.05% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,676
shares
|
$384,306
0.01% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
1,675
shares
|
$384,077
0.21% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
1,674
shares
|
$383,848
0.06% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
1,667
shares
|
$382,243
0.2% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,665
shares
|
$381,784
0.16% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
1,665
shares
|
$381,784
0.27% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,657
shares
|
$379,950
0.04% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
1,657
shares
|
$379,950
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
1,652
shares
|
$378,803
0.07% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
1,651
shares
|
$378,574
0.02% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
1,647
shares
|
$377,657
0.01% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
1,646
shares
|
$377,427
0.02% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
1,642
shares
|
$376,510
0.09% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
1,641
shares
|
$376,281
0.13% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
1,635
shares
|
$374,905
0.03% of portfolio
|
Q1 2024
Reduced 13.22%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
1,631
shares
|
$373,988
0.02% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
1,631
shares
|
$373,988
0.06% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
1,628
shares
|
$373,300
0.05% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
May 13, 2025 Q1 2025 |
1,626
shares
|
$372,841
0.26% of portfolio
|
Q1 2024
Added 1.06%
|