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 2,441 institutions that hold shares in the stock, with a total of 335 Million shares, which have been reported (via 13F filing form) to have a value of $75.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
15,031
shares
|
$3.39 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
15,022
shares
|
$3.39 Million
2.57% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
14,896
shares
|
$3.36 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
14,875
shares
|
$3.36 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Apr 15, 2025 Q1 2025 |
14,863
shares
|
$3.35 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
14,716
shares
|
$3.32 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
14,680
shares
|
$3.31 Million
0.23% of portfolio
|
Q1 2025
Added 11.77%
|
|
|
Brown Shipley& CO LTD
London, X0 |
May 14, 2025 Q1 2025 |
14,663
shares
|
$3.31 Million
1.92% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
14,644
shares
|
$3.3 Million
1.18% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
14,615
shares
|
$3.3 Million
0.49% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
14,605
shares
|
$3.29 Million
1.12% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
14,492
shares
|
$3.27 Million
0.33% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
14,423
shares
|
$3.25 Million
0.04% of portfolio
|
Q4 2024
Added 16.37%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
14,413
shares
|
$3.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
14,374
shares
|
$3.24 Million
2.88% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
14,340
shares
|
$3.23 Million
1.21% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,310
shares
|
$3.23 Million
0.07% of portfolio
|
Q4 2023
Added 0.27%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
14,254
shares
|
$3.22 Million
0.0% of portfolio
|
Q4 2024
Added 106.22%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
14,207
shares
|
$3.2 Million
1.15% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Little House Capital LLC
Braintree, MA |
Apr 24, 2025 Q1 2025 |
14,200
shares
|
$3.2 Million
0.95% of portfolio
|
Q1 2025
Added 44.24%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
14,138
shares
|
$3.19 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Feb 14, 2025 Q4 2024 |
14,097
shares
|
$3.18 Million
1.13% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
14,068
shares
|
$3.17 Million
0.52% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
14,027
shares
|
$3.16 Million
0.1% of portfolio
|
Q1 2025
Added 16.57%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
14,002
shares
|
$3.16 Million
0.45% of portfolio
|
Q4 2024
Reduced 32.62%
|