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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
279
shares
|
$62,984
0.01% of portfolio
|
Q3 2023
Added 3.72%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
250
shares
|
$56,437
0.01% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
249
shares
|
$56,211
0.0% of portfolio
|
Q1 2025
Reduced 46.68%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
248
shares
|
$55,986
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
245
shares
|
$55,308
0.03% of portfolio
|
Q3 2024
Added 52.17%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
242
shares
|
$54,631
0.01% of portfolio
|
Q2 2024
Reduced 5.84%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
239
shares
|
$53,954
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Apr 28, 2025 Q1 2025 |
236
shares
|
$53,277
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
231
shares
|
$52,148
0.03% of portfolio
|
Q1 2025
Added 39.16%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
229
shares
|
$51,696
0.01% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
228
shares
|
$51,471
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
223
shares
|
$50,342
0.01% of portfolio
|
Q1 2025
Added 17.37%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
221
shares
|
$49,890
0.01% of portfolio
|
Q1 2025
Added 123.23%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
219
shares
|
$49,439
0.01% of portfolio
|
Q4 2022
Added 36.88%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
214
shares
|
$48,310
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
211
shares
|
$47,633
0.02% of portfolio
|
Q3 2024
Added 51.8%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
211
shares
|
$47,633
0.05% of portfolio
|
Q4 2024
Reduced 20.97%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
205
shares
|
$46,278
0.01% of portfolio
|
Q1 2025
Reduced 10.87%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
203
shares
|
$45,827
0.03% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
202
shares
|
$45,601
0.0% of portfolio
|
Q1 2025
Added 380.95%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
202
shares
|
$45,601
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
201
shares
|
$45,375
0.01% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
200
shares
|
$45,150
0.01% of portfolio
|
Q1 2024
Reduced 39.39%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
200
shares
|
$45,150
0.01% of portfolio
|
Q1 2025
Added 12.99%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
200
shares
|
$45,150
0.01% of portfolio
|
Q1 2025
Added 6.38%
|