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 |
|---|---|---|---|---|---|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
1,073
shares
|
$242,229
0.03% of portfolio
|
Q1 2025
Reduced 35.86%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
1,071
shares
|
$241,778
0.02% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
1,071
shares
|
$241,778
0.04% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
1,070
shares
|
$241,552
0.03% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
1,069
shares
|
$241,326
0.05% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
1,068
shares
|
$241,101
0.05% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
1,067
shares
|
$240,875
0.06% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Resolute Advisors LLC
|
May 14, 2025 Q1 2025 |
1,061
shares
|
$239,520
0.07% of portfolio
|
Q1 2025
Reduced 13.74%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
1,061
shares
|
$239,520
0.04% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
1,060
shares
|
$239,295
0.01% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,056
shares
|
$238,392
0.04% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
1,056
shares
|
$238,392
0.03% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
1,052
shares
|
$237,489
0.03% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
1,050
shares
|
$237,037
0.19% of portfolio
|
Q2 2024
Reduced 26.32%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
1,050
shares
|
$237,037
0.05% of portfolio
|
Q1 2025
Reduced 19.23%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
1,048
shares
|
$236,586
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
1,047
shares
|
$236,360
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
1,046
shares
|
$236,134
0.05% of portfolio
|
Q4 2024
Reduced 80.62%
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,044
shares
|
$235,683
0.01% of portfolio
|
Q1 2023
Reduced 97.74%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
1,040
shares
|
$234,780
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,038
shares
|
$234,328
0.07% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
1,034
shares
|
$233,425
0.05% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,031
shares
|
$232,748
0.08% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
1,031
shares
|
$232,748
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
1,029
shares
|
$232,296
0.09% of portfolio
|
Q1 2024
New holding
|