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 |
|---|---|---|---|---|---|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
1,562
shares
|
$358,166
0.06% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
1,562
shares
|
$358,166
0.3% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
1,556
shares
|
$356,790
0.12% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Apr 14, 2025 Q1 2025 |
1,555
shares
|
$356,561
0.24% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
1,550
shares
|
$355,415
0.05% of portfolio
|
Q1 2025
Added 12.89%
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,548
shares
|
$354,956
0.29% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Blossom Wealth Management
|
Apr 22, 2025 Q1 2025 |
1,542
shares
|
$353,580
0.72% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,540
shares
|
$353,122
0.04% of portfolio
|
Q2 2025
Reduced 15.34%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
1,533
shares
|
$351,516
0.39% of portfolio
|
Q4 2023
Added 0.99%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,533
shares
|
$351,516
0.04% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
1,532
shares
|
$351,287
0.03% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,530
shares
|
$350,829
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
1,523
shares
|
$349,223
0.08% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
1,522
shares
|
$348,994
0.06% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
May 07, 2025 Q1 2025 |
1,520
shares
|
$348,536
0.25% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
1,518
shares
|
$348,077
0.16% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
1,515
shares
|
$347,389
0.29% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
1,515
shares
|
$347,389
0.04% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
1,514
shares
|
$347,160
0.02% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,512
shares
|
$346,701
0.13% of portfolio
|
Q3 2023
Added 11.01%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
1,510
shares
|
$346,243
0.04% of portfolio
|
Q1 2025
Added 18.62%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
1,509
shares
|
$346,013
0.15% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
1,503
shares
|
$344,637
0.02% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
1,503
shares
|
$344,637
0.18% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
1,500
shares
|
$343,950
0.07% of portfolio
|
Q1 2025
Added 15.38%
|