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 |
|---|---|---|---|---|---|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,428
shares
|
$328,254
0.0% of portfolio
|
Q4 2024
Added 19.4%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,427
shares
|
$328,024
0.17% of portfolio
|
Q4 2022
Reduced 14.86%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,426
shares
|
$327,794
0.03% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
1,424
shares
|
$327,334
0.09% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
1,422
shares
|
$326,875
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
1,413
shares
|
$324,806
0.02% of portfolio
|
Q2 2024
Added 3.67%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
1,412
shares
|
$324,576
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
1,411
shares
|
$324,346
0.13% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,406
shares
|
$323,197
0.07% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,405
shares
|
$322,967
0.07% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
1,403
shares
|
$322,507
0.07% of portfolio
|
Q1 2025
Reduced 38.44%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
1,402
shares
|
$322,277
0.02% of portfolio
|
Q1 2025
Reduced 17.77%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
1,402
shares
|
$322,277
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sprott Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
1,402
shares
|
$322,277
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,401
shares
|
$322,047
0.06% of portfolio
|
Q1 2025
Added 23.76%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
1,389
shares
|
$319,289
0.09% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
1,383
shares
|
$317,910
0.11% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
1,380
shares
|
$317,220
0.08% of portfolio
|
Q2 2024
Reduced 15.34%
|
|
|
Wendell David Associates Inc
|
Apr 18, 2025 Q1 2025 |
1,378
shares
|
$316,760
0.03% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
1,375
shares
|
$316,071
0.13% of portfolio
|
Q3 2021
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
1,373
shares
|
$315,611
0.11% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,370
shares
|
$314,921
0.21% of portfolio
|
Q4 2024
Reduced 66.16%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
1,370
shares
|
$314,921
0.75% of portfolio
|
Q1 2024
New holding
|
|
|
Flossbach Von Storch Ag
Cologne, 2M |
Apr 30, 2025 Q1 2025 |
1,365
shares
|
$313,772
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
1,363
shares
|
$313,312
0.07% of portfolio
|
Q1 2025
Added 3.26%
|