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 |
|---|---|---|---|---|---|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
1,000
shares
|
$229,870
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
1,000
shares
|
$229,870
0.04% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
1,000
shares
|
$229,870
0.18% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,000
shares
|
$229,870
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,000
shares
|
$229,870
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
995
shares
|
$228,720
0.04% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
993
shares
|
$228,260
0.02% of portfolio
|
Q4 2024
Reduced 20.81%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
989
shares
|
$227,341
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
987
shares
|
$226,881
0.08% of portfolio
|
Q4 2024
Added 43.67%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
982
shares
|
$225,732
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
981
shares
|
$225,502
0.09% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
980
shares
|
$225,272
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
980
shares
|
$225,272
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
979
shares
|
$225,042
0.11% of portfolio
|
Q1 2024
Added 14.64%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
978
shares
|
$224,812
0.09% of portfolio
|
Q1 2025
Reduced 14.21%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Apr 22, 2025 Q1 2025 |
974
shares
|
$223,893
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
972
shares
|
$223,433
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
971
shares
|
$223,203
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
970
shares
|
$222,973
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
970
shares
|
$222,973
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Profit Investment Management, LLC
|
Apr 08, 2025 Q1 2025 |
969
shares
|
$222,744
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Madden Securities Corp
|
Apr 14, 2025 Q1 2025 |
966
shares
|
$222,054
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
966
shares
|
$222,054
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
963
shares
|
$221,364
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
963
shares
|
$221,364
0.02% of portfolio
|
Q3 2024
Reduced 0.41%
|