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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,449
shares
|
$332,255
0.05% of portfolio
|
Q3 2024
Added 20.85%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
1,444
shares
|
$331,109
0.06% of portfolio
|
Q2 2025
Reduced 14.2%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,443
shares
|
$330,879
0.05% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
1,441
shares
|
$330,421
0.15% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
1,440
shares
|
$330,192
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
1,436
shares
|
$329,274
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Diamant Asset Management, Inc.
|
May 15, 2025 Q1 2025 |
1,430
shares
|
$327,899
0.25% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
1,430
shares
|
$327,899
0.02% of portfolio
|
Q3 2022
Added 5.15%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,428
shares
|
$327,440
0.0% of portfolio
|
Q4 2024
Added 19.4%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,427
shares
|
$327,211
0.17% of portfolio
|
Q4 2022
Reduced 14.86%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,426
shares
|
$326,981
0.03% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
1,424
shares
|
$326,523
0.09% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
1,422
shares
|
$326,064
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
1,422
shares
|
$326,064
0.12% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
1,413
shares
|
$324,000
0.08% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
1,413
shares
|
$324,000
0.02% of portfolio
|
Q2 2024
Added 3.67%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
1,412
shares
|
$323,771
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
1,411
shares
|
$323,542
0.13% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,406
shares
|
$322,395
0.07% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,405
shares
|
$322,166
0.07% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
1,403
shares
|
$321,707
0.07% of portfolio
|
Q1 2025
Reduced 38.44%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
1,402
shares
|
$321,478
0.02% of portfolio
|
Q1 2025
Reduced 17.77%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
1,402
shares
|
$321,478
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sprott Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
1,402
shares
|
$321,478
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
1,389
shares
|
$318,497
0.09% of portfolio
|
Q1 2025
Added 9.89%
|