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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
612
shares
|
$138,159
0.01% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
610
shares
|
$137,707
0.06% of portfolio
|
Q1 2022
Reduced 0.81%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
606
shares
|
$136,804
0.04% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
596
shares
|
$134,547
0.01% of portfolio
|
Q1 2025
Reduced 26.96%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
595
shares
|
$134,321
0.02% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
591
shares
|
$133,418
0.03% of portfolio
|
Q1 2025
Reduced 29.98%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
585
shares
|
$132,063
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
582
shares
|
$131,386
0.01% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
579
shares
|
$130,709
0.01% of portfolio
|
Q1 2025
Added 58.63%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
571
shares
|
$128,903
0.03% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
May 07, 2025 Q1 2025 |
567
shares
|
$128,000
0.03% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
562
shares
|
$126,871
0.01% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
559
shares
|
$126,194
0.06% of portfolio
|
Q2 2022
Added 20.73%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
554
shares
|
$125,065
0.04% of portfolio
|
Q3 2023
Added 3.17%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
550
shares
|
$124,162
0.06% of portfolio
|
Q1 2022
Reduced 5.01%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
544
shares
|
$122,808
0.05% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
538
shares
|
$121,453
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
537
shares
|
$121,227
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
525
shares
|
$118,518
0.05% of portfolio
|
Q1 2018
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
516
shares
|
$116,487
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
500
shares
|
$112,875
0.01% of portfolio
|
Q1 2025
Reduced 40.12%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
500
shares
|
$112,875
0.02% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
500
shares
|
$112,875
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
500
shares
|
$112,875
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
488
shares
|
$110,166
0.01% of portfolio
|
Q1 2025
Reduced 2.98%
|