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 |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
29
shares
|
$6,612
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
29
shares
|
$6,612
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
28
shares
|
$6,384
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
27
shares
|
$6,156
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
27
shares
|
$6,156
0.0% of portfolio
|
Q4 2023
Added 3.85%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
27
shares
|
$6,156
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
26
shares
|
$5,928
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
26
shares
|
$5,928
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
26
shares
|
$5,928
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
26
shares
|
$5,928
0.0% of portfolio
|
Q1 2025
Reduced 70.45%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
26
shares
|
$5,928
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
25
shares
|
$5,700
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
25
shares
|
$5,700
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
22
shares
|
$5,016
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
22
shares
|
$5,016
0.0% of portfolio
|
Q1 2025
Added 37.5%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
20
shares
|
$4,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
20
shares
|
$4,560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
20
shares
|
$4,560
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
19
shares
|
$4,332
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
18
shares
|
$4,104
0.0% of portfolio
|
Q4 2023
Reduced 95.87%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
18
shares
|
$4,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
18
shares
|
$4,104
0.0% of portfolio
|
Q1 2025
Added 80.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
17
shares
|
$3,876
0.0% of portfolio
|
Q3 2024
Reduced 51.43%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
16
shares
|
$3,648
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
15
shares
|
$3,420
0.0% of portfolio
|
Q4 2023
New holding
|