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 |
|---|---|---|---|---|---|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
948
shares
|
$214,011
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
947
shares
|
$213,785
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
May 14, 2025 Q1 2025 |
945
shares
|
$213,333
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
945
shares
|
$213,333
0.13% of portfolio
|
Q3 2023
Reduced 0.42%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
943
shares
|
$212,882
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
939
shares
|
$211,979
0.03% of portfolio
|
Q1 2025
Reduced 55.58%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
937
shares
|
$211,527
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
928
shares
|
$209,496
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
924
shares
|
$208,593
0.09% of portfolio
|
Q1 2025
Reduced 24.63%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
923
shares
|
$208,367
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
923
shares
|
$208,367
0.05% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
922
shares
|
$208,141
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
919
shares
|
$207,464
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
May 12, 2025 Q1 2025 |
917
shares
|
$207,012
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bey Douglas LLC
Marietta, GA |
May 15, 2025 Q1 2025 |
913
shares
|
$206,109
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
910
shares
|
$205,432
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
907
shares
|
$204,755
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
May 08, 2025 Q1 2025 |
905
shares
|
$204,303
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Apr 29, 2025 Q1 2025 |
904
shares
|
$204,078
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
903
shares
|
$203,852
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
901
shares
|
$203,400
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
900
shares
|
$203,175
0.28% of portfolio
|
Q4 2021
New holding
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
900
shares
|
$203,175
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
900
shares
|
$203,175
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
900
shares
|
$203,175
0.1% of portfolio
|
Q1 2025
New holding
|