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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
89
shares
|
$20,293
0.01% of portfolio
|
Q2 2024
Added 1171.43%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
89
shares
|
$20,293
0.01% of portfolio
|
Q1 2025
Reduced 35.97%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
89
shares
|
$20,293
0.02% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
86
shares
|
$19,609
0.0% of portfolio
|
Q3 2024
Added 230.77%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
84
shares
|
$19,153
0.0% of portfolio
|
Q2 2023
Reduced 96.71%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
84
shares
|
$19,153
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
80
shares
|
$18,241
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
80
shares
|
$18,241
0.0% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
78
shares
|
$17,785
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
77
shares
|
$17,557
0.01% of portfolio
|
Q4 2019
Reduced 56.5%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
77
shares
|
$17,557
0.0% of portfolio
|
Q1 2025
Reduced 67.09%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
76
shares
|
$17,329
0.0% of portfolio
|
Q1 2025
Reduced 71.64%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
76
shares
|
$17,329
0.0% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
75
shares
|
$17,101
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
75
shares
|
$17,101
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
74
shares
|
$16,873
0.01% of portfolio
|
Q2 2020
Reduced 99.27%
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
72
shares
|
$16,417
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
67
shares
|
$15,277
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
66
shares
|
$15,049
0.01% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
65
shares
|
$14,821
0.0% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
64
shares
|
$14,593
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
63
shares
|
$14,365
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
62
shares
|
$14,137
0.01% of portfolio
|
Q2 2024
Reduced 73.28%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
61
shares
|
$13,909
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
60
shares
|
$13,681
0.0% of portfolio
|
Q2 2024
Reduced 9.09%
|