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 333 Million shares, which have been reported (via 13F filing form) to have a value of $75.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
1,167
shares
|
$263,450
0.08% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
1,166
shares
|
$263,224
0.07% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,164
shares
|
$262,773
0.02% of portfolio
|
Q4 2023
Reduced 43.93%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
1,163
shares
|
$262,547
0.13% of portfolio
|
Q1 2025
Reduced 14.61%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
1,163
shares
|
$262,547
0.03% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,158
shares
|
$261,418
0.06% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,157
shares
|
$261,192
0.12% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
1,152
shares
|
$260,064
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
1,151
shares
|
$259,838
0.21% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,147
shares
|
$258,935
0.01% of portfolio
|
Q1 2025
Reduced 30.69%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
1,145
shares
|
$258,483
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
1,142
shares
|
$257,806
0.15% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
1,140
shares
|
$257,355
0.08% of portfolio
|
Q1 2025
Reduced 59.59%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
1,133
shares
|
$255,774
0.03% of portfolio
|
Q1 2025
Added 10.97%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
1,132
shares
|
$255,549
0.02% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
1,129
shares
|
$254,871
0.03% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2025 Q1 2025 |
1,128
shares
|
$254,646
0.0% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Apr 11, 2025 Q1 2025 |
1,125
shares
|
$253,968
0.22% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
1,123
shares
|
$253,517
0.07% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
1,122
shares
|
$253,291
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,121
shares
|
$253,065
0.03% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
1,118
shares
|
$252,388
0.05% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
1,116
shares
|
$251,937
0.04% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,112
shares
|
$251,034
0.2% of portfolio
|
Q1 2025
Reduced 31.86%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
1,109
shares
|
$250,356
0.14% of portfolio
|
Q3 2024
Reduced 6.33%
|