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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
56
shares
|
$12,769
0.0% of portfolio
|
Q1 2025
Added 12.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
54
shares
|
$12,313
0.01% of portfolio
|
Q1 2025
Reduced 69.66%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
53
shares
|
$12,085
0.01% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
50
shares
|
$11,401
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
50
shares
|
$11,401
0.0% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
50
shares
|
$11,401
0.0% of portfolio
|
Q1 2024
Added 2.04%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
50
shares
|
$11,401
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
50
shares
|
$11,401
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
49
shares
|
$11,172
0.01% of portfolio
|
Q2 2023
Added 48.48%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
49
shares
|
$11,172
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
47
shares
|
$10,716
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
46
shares
|
$10,488
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
44
shares
|
$10,032
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
43
shares
|
$9,804
0.01% of portfolio
|
Q1 2025
Added 152.94%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
40
shares
|
$9,120
0.06% of portfolio
|
Q2 2024
Reduced 75.31%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
40
shares
|
$9,120
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
39
shares
|
$8,892
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
38
shares
|
$8,664
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
34
shares
|
$7,752
0.0% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
33
shares
|
$7,524
0.0% of portfolio
|
Q4 2023
Reduced 81.97%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
31
shares
|
$7,068
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
30
shares
|
$6,840
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
30
shares
|
$6,840
0.0% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
30
shares
|
$6,840
0.0% of portfolio
|
Q4 2024
New holding
|