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 2,429 institutions that hold shares in the stock, with a total of 334 Million shares, which have been reported (via 13F filing form) to have a value of $75.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westhampton Capital, LLC
|
Apr 22, 2025 Q1 2025 |
23,895
shares
|
$5.39 Million
3.11% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Apr 22, 2025 Q1 2025 |
23,740
shares
|
$5.36 Million
3.99% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
23,719
shares
|
$5.35 Million
0.6% of portfolio
|
Q2 2024
Reduced 3.69%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
23,620
shares
|
$5.33 Million
0.05% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
23,567
shares
|
$5.32 Million
0.19% of portfolio
|
Q1 2025
Reduced 25.98%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
23,510
shares
|
$5.3 Million
0.14% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
23,462
shares
|
$5.29 Million
0.19% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
23,390
shares
|
$5.28 Million
0.1% of portfolio
|
Q4 2024
Added 272.39%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
23,240
shares
|
$5.24 Million
0.25% of portfolio
|
Q1 2025
Added 17.95%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
23,219
shares
|
$5.24 Million
0.02% of portfolio
|
Q4 2024
Added 167.04%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
23,201
shares
|
$5.23 Million
0.16% of portfolio
|
Q4 2024
Reduced 10.92%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
23,071
shares
|
$5.2 Million
0.13% of portfolio
|
Q4 2024
Reduced 30.09%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
22,872
shares
|
$5.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.23%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
22,870
shares
|
$5.16 Million
0.66% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
22,570
shares
|
$5.09 Million
0.62% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Apr 23, 2025 Q1 2025 |
22,565
shares
|
$5.09 Million
1.13% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Feb 10, 2025 Q4 2024 |
22,508
shares
|
$5.08 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
22,423
shares
|
$5.06 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
22,423
shares
|
$5.06 Million
0.67% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
22,409
shares
|
$5.05 Million
1.03% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Hartford Investment Management CO
|
May 08, 2025 Q1 2025 |
22,286
shares
|
$5.03 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Terra Alpha Investments LLC
Washington, DC |
Apr 15, 2025 Q1 2025 |
22,226
shares
|
$5.01 Million
5.59% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
22,166
shares
|
$5 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
May 02, 2025 Q1 2025 |
22,157
shares
|
$5 Million
2.94% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
22,156
shares
|
$5 Million
2.8% of portfolio
|
Q2 2022
Added 2.49%
|