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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
380
shares
|
$85,785
0.02% of portfolio
|
Q1 2025
Reduced 24.45%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
370
shares
|
$83,527
0.03% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
364
shares
|
$82,173
0.02% of portfolio
|
Q1 2025
Added 191.2%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
363
shares
|
$81,947
0.0% of portfolio
|
Q1 2025
Reduced 78.0%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
363
shares
|
$81,947
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
354
shares
|
$79,915
0.05% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
351
shares
|
$79,238
0.06% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
348
shares
|
$78,561
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
347
shares
|
$78,335
0.03% of portfolio
|
Q4 2024
Reduced 46.37%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
341
shares
|
$76,980
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
341
shares
|
$76,980
0.05% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
326
shares
|
$73,594
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
325
shares
|
$73,368
0.02% of portfolio
|
Q3 2023
Added 40.09%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
319
shares
|
$72,014
0.04% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
316
shares
|
$71,337
0.01% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
309
shares
|
$69,756
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
304
shares
|
$68,628
0.02% of portfolio
|
Q4 2024
Added 2071.43%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
300
shares
|
$67,725
0.04% of portfolio
|
Q4 2023
Reduced 94.89%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
300
shares
|
$67,725
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
296
shares
|
$66,822
0.02% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
294
shares
|
$66,370
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
285
shares
|
$64,338
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
284
shares
|
$64,113
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
280
shares
|
$63,210
0.01% of portfolio
|
Q4 2022
Added 36.59%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
280
shares
|
$63,210
0.06% of portfolio
|
Q1 2025
Reduced 7.59%
|