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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
793
shares
|
$179,019
0.02% of portfolio
|
Q4 2024
Reduced 19.49%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
792
shares
|
$178,794
0.08% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
789
shares
|
$178,116
0.03% of portfolio
|
Q1 2025
Reduced 70.0%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
781
shares
|
$176,310
0.03% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
May 13, 2025 Q1 2025 |
774
shares
|
$174,730
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
770
shares
|
$173,827
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
764
shares
|
$172,473
0.03% of portfolio
|
Q1 2025
Reduced 18.46%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
751
shares
|
$169,538
0.06% of portfolio
|
Q4 2023
Reduced 36.14%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
750
shares
|
$169,312
0.01% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
716
shares
|
$161,637
0.01% of portfolio
|
Q1 2025
Added 21.56%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
712
shares
|
$160,734
0.0% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
708
shares
|
$159,831
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
700
shares
|
$158,025
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
698
shares
|
$157,573
0.03% of portfolio
|
Q1 2025
Added 42.16%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
685
shares
|
$154,638
0.02% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
680
shares
|
$153,510
0.05% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
660
shares
|
$148,995
0.04% of portfolio
|
Q1 2024
Reduced 2.94%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
660
shares
|
$148,995
0.05% of portfolio
|
Q1 2025
Reduced 19.12%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
655
shares
|
$147,866
0.15% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
653
shares
|
$147,414
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
646
shares
|
$145,834
0.02% of portfolio
|
Q1 2025
Added 1013.79%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
636
shares
|
$143,577
0.02% of portfolio
|
Q4 2024
Added 45.87%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
632
shares
|
$142,674
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
619
shares
|
$139,739
0.1% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
614
shares
|
$138,610
0.01% of portfolio
|
Q2 2023
Reduced 16.35%
|