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 |
|---|---|---|---|---|---|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
194
shares
|
$43,795
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
190
shares
|
$42,892
0.03% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
187
shares
|
$42,215
0.02% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
186
shares
|
$41,989
0.02% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
185
shares
|
$41,763
0.0% of portfolio
|
Q1 2025
Reduced 17.78%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
181
shares
|
$40,860
0.0% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
180
shares
|
$40,635
0.01% of portfolio
|
Q2 2024
Reduced 35.71%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
176
shares
|
$39,732
0.02% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
176
shares
|
$39,732
0.08% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
176
shares
|
$39,732
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
174
shares
|
$39,280
0.01% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
174
shares
|
$39,280
0.03% of portfolio
|
Q4 2024
Added 65.71%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
172
shares
|
$38,829
0.01% of portfolio
|
Q1 2025
Reduced 30.08%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
166
shares
|
$37,474
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
166
shares
|
$37,474
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
165
shares
|
$37,248
15.0% of portfolio
|
Q4 2023
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
162
shares
|
$36,571
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
161
shares
|
$36,345
0.03% of portfolio
|
Q1 2023
Reduced 63.35%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
158
shares
|
$35,668
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
155
shares
|
$34,991
0.0% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
150
shares
|
$33,862
0.01% of portfolio
|
Q4 2024
Reduced 16.2%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
145
shares
|
$32,733
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
142
shares
|
$32,056
0.01% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
142
shares
|
$32,056
0.0% of portfolio
|
Q1 2025
Reduced 99.34%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
137
shares
|
$30,927
0.0% of portfolio
|
Q3 2024
Reduced 31.5%
|