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 2,436 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
347
shares
|
$79,122
0.03% of portfolio
|
Q4 2024
Reduced 46.37%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
341
shares
|
$77,754
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
341
shares
|
$77,754
0.05% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
325
shares
|
$74,106
0.02% of portfolio
|
Q3 2023
Added 40.09%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
319
shares
|
$72,738
0.04% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
309
shares
|
$70,458
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
304
shares
|
$69,318
0.02% of portfolio
|
Q4 2024
Added 2071.43%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
300
shares
|
$68,406
0.04% of portfolio
|
Q4 2023
Reduced 94.89%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
300
shares
|
$68,406
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
296
shares
|
$67,493
0.02% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
294
shares
|
$67,037
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
291
shares
|
$66,353
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
285
shares
|
$64,985
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
284
shares
|
$64,757
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
280
shares
|
$63,845
0.01% of portfolio
|
Q4 2022
Added 36.59%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
280
shares
|
$63,845
0.06% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
279
shares
|
$63,617
0.01% of portfolio
|
Q3 2023
Added 3.72%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
250
shares
|
$57,005
0.01% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
249
shares
|
$56,776
0.0% of portfolio
|
Q1 2025
Reduced 46.68%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
248
shares
|
$56,548
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
245
shares
|
$55,864
0.03% of portfolio
|
Q3 2024
Added 52.17%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
244
shares
|
$55,636
0.01% of portfolio
|
Q1 2025
Added 68.28%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
242
shares
|
$55,180
0.01% of portfolio
|
Q2 2024
Reduced 5.84%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
239
shares
|
$54,496
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Apr 28, 2025 Q1 2025 |
236
shares
|
$53,812
0.0% of portfolio
|
Q1 2025
New holding
|