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 |
|---|---|---|---|---|---|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
176
shares
|
$40,131
0.02% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
176
shares
|
$40,131
0.08% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
176
shares
|
$40,131
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
174
shares
|
$39,675
0.01% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
174
shares
|
$39,675
0.03% of portfolio
|
Q4 2024
Added 65.71%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
172
shares
|
$39,219
0.01% of portfolio
|
Q1 2025
Reduced 30.08%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
166
shares
|
$37,851
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
166
shares
|
$37,851
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
165
shares
|
$37,623
15.0% of portfolio
|
Q4 2023
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
162
shares
|
$36,939
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
161
shares
|
$36,711
0.03% of portfolio
|
Q1 2023
Reduced 63.35%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
158
shares
|
$36,027
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
155
shares
|
$35,343
0.0% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
150
shares
|
$34,203
0.01% of portfolio
|
Q4 2024
Reduced 16.2%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Apr 04, 2025 Q1 2025 |
145
shares
|
$33,062
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
142
shares
|
$32,378
0.01% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
142
shares
|
$32,378
0.0% of portfolio
|
Q1 2025
Reduced 99.34%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
139
shares
|
$31,694
0.01% of portfolio
|
Q4 2024
Added 892.86%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
May 14, 2025 Q1 2025 |
137
shares
|
$31,238
0.0% of portfolio
|
Q3 2024
Reduced 31.5%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
137
shares
|
$31,238
0.01% of portfolio
|
Q1 2025
Added 120.97%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
134
shares
|
$30,554
0.02% of portfolio
|
Q1 2025
Added 857.14%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
133
shares
|
$30,326
0.0% of portfolio
|
Q4 2024
Added 30.39%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
130
shares
|
$29,642
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
127
shares
|
$28,958
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
125
shares
|
$28,502
0.0% of portfolio
|
Q3 2017
New holding
|