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 |
|---|---|---|---|---|---|
|
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
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
13
shares
|
$2,964
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
12
shares
|
$2,736
0.0% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
12
shares
|
$2,736
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
12
shares
|
$2,736
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
10
shares
|
$2,280
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
10
shares
|
$2,280
0.0% of portfolio
|
Q2 2024
Added 400.0%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
10
shares
|
$2,280
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
10
shares
|
$2,280
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
9
shares
|
$2,052
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
9
shares
|
$2,052
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
8
shares
|
$1,824
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
7
shares
|
$1,596
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
6
shares
|
$1,368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
6
shares
|
$1,368
0.0% of portfolio
|
Q3 2024
Reduced 98.54%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
6
shares
|
$1,368
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
6
shares
|
$1,368
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
6
shares
|
$1,368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
5
shares
|
$1,140
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
5
shares
|
$1,140
0.0% of portfolio
|
Q2 2023
Reduced 91.67%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
5
shares
|
$1,140
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
5
shares
|
$1,140
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
4
shares
|
$912
0.0% of portfolio
|
Q4 2024
Reduced 99.92%
|