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 |
|---|---|---|---|---|---|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
1,674
shares
|
$384,802
0.06% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
1,667
shares
|
$383,193
0.2% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,665
shares
|
$382,733
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
|
$382,733
0.27% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
1,661
shares
|
$381,814
0.02% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,657
shares
|
$380,894
0.04% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
1,657
shares
|
$380,894
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
1,652
shares
|
$379,745
0.07% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
1,651
shares
|
$379,515
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
|
$378,595
0.01% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
1,646
shares
|
$378,366
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
|
$377,446
0.09% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
1,641
shares
|
$377,216
0.13% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
1,635
shares
|
$375,837
0.03% of portfolio
|
Q1 2024
Reduced 13.22%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
1,631
shares
|
$374,917
0.06% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
1,631
shares
|
$374,917
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
1,628
shares
|
$374,228
0.05% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
May 13, 2025 Q1 2025 |
1,626
shares
|
$373,768
0.26% of portfolio
|
Q1 2024
Added 1.06%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,621
shares
|
$372,619
0.05% of portfolio
|
Q2 2023
Reduced 22.22%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
1,618
shares
|
$371,929
0.24% of portfolio
|
Q1 2025
Reduced 18.61%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
1,618
shares
|
$371,929
0.04% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
May 14, 2025 Q1 2025 |
1,617
shares
|
$371,699
0.24% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
1,614
shares
|
$371,010
0.06% of portfolio
|
Q1 2025
Reduced 88.19%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,612
shares
|
$370,550
0.22% of portfolio
|
Q1 2025
Added 37.19%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,607
shares
|
$369,401
0.04% of portfolio
|
Q3 2024
Added 3.21%
|