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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
1,302
shares
|
$299,290
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
1,300
shares
|
$298,831
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Apr 16, 2025 Q1 2025 |
1,300
shares
|
$298,831
0.08% of portfolio
|
Q1 2025
Reduced 66.23%
|
|
|
George Kaiser Family Foundation
|
May 13, 2025 Q1 2025 |
1,298
shares
|
$298,371
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
1,295
shares
|
$297,681
0.0% of portfolio
|
Q1 2025
Added 23.8%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
1,294
shares
|
$297,451
0.09% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
1,294
shares
|
$297,451
0.05% of portfolio
|
Q1 2025
Added 10.22%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
1,291
shares
|
$296,762
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
1,285
shares
|
$295,382
0.01% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,282
shares
|
$294,693
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
1,280
shares
|
$294,233
0.08% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
1,280
shares
|
$294,233
0.32% of portfolio
|
Q1 2025
Reduced 39.34%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
1,279
shares
|
$294,003
0.03% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
1,278
shares
|
$293,773
0.2% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,276
shares
|
$293,314
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
May 08, 2025 Q1 2025 |
1,273
shares
|
$292,624
0.09% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,273
shares
|
$292,624
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
1,272
shares
|
$292,394
0.06% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
1,270
shares
|
$291,934
0.01% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
1,269
shares
|
$291,705
0.06% of portfolio
|
Q1 2025
Reduced 18.5%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
1,262
shares
|
$290,095
0.07% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,259
shares
|
$289,406
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
1,257
shares
|
$288,946
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
1,251
shares
|
$287,567
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
1,250
shares
|
$287,337
0.12% of portfolio
|
Q1 2025
New holding
|