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 |
|---|---|---|---|---|---|
|
Value Partners Investments Inc.
|
Jul 07, 2025 Q2 2025 |
1,388
shares
|
$318,268
0.03% of portfolio
|
Q2 2025
Added 34.5%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
1,383
shares
|
$317,121
0.11% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
1,380
shares
|
$316,434
0.08% of portfolio
|
Q2 2024
Reduced 15.34%
|
|
|
Wendell David Associates Inc
|
Apr 18, 2025 Q1 2025 |
1,378
shares
|
$315,975
0.03% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
1,375
shares
|
$315,287
0.13% of portfolio
|
Q3 2021
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
1,373
shares
|
$314,828
0.11% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,370
shares
|
$314,141
0.21% of portfolio
|
Q4 2024
Reduced 66.16%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
1,370
shares
|
$314,141
0.75% of portfolio
|
Q1 2024
New holding
|
|
|
Flossbach Von Storch Ag
Cologne, 2M |
Apr 30, 2025 Q1 2025 |
1,365
shares
|
$312,994
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jun 03, 2025 Q1 2025 |
1,365
shares
|
$312,994
0.04% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
1,363
shares
|
$312,535
0.07% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
1,363
shares
|
$312,535
0.14% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
1,360
shares
|
$311,848
0.01% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
1,358
shares
|
$311,389
0.2% of portfolio
|
Q1 2021
Reduced 14.64%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,355
shares
|
$310,701
0.03% of portfolio
|
Q1 2024
Reduced 20.57%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
1,349
shares
|
$309,325
0.27% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jun 16, 2025 Q1 2025 |
1,349
shares
|
$309,325
0.21% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
1,341
shares
|
$307,491
0.07% of portfolio
|
Q1 2025
Added 10.55%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
1,336
shares
|
$306,344
0.11% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
1,336
shares
|
$306,344
0.02% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
1,335
shares
|
$306,115
0.24% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,333
shares
|
$305,656
0.07% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
1,330
shares
|
$304,969
0.02% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
1,327
shares
|
$304,281
0.04% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
1,327
shares
|
$304,281
0.24% of portfolio
|
Q4 2024
New holding
|