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 |
|---|---|---|---|---|---|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
10,337
shares
|
$2.33 Million
0.04% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,336
shares
|
$2.33 Million
0.26% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
10,327
shares
|
$2.33 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
10,304
shares
|
$2.32 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
10,293
shares
|
$2.32 Million
0.04% of portfolio
|
Q1 2025
Added 17.31%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
10,288
shares
|
$2.32 Million
0.87% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
10,285
shares
|
$2.32 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
10,230
shares
|
$2.31 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
10,162
shares
|
$2.29 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
10,153
shares
|
$2.29 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Algebris (Uk) LTD
London, X0 |
May 08, 2025 Q1 2025 |
10,153
shares
|
$2.29 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
10,114
shares
|
$2.28 Million
0.05% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
10,041
shares
|
$2.26 Million
1.04% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
10,018
shares
|
$2.26 Million
0.15% of portfolio
|
Q3 2022
Added 62.26%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
9,992
shares
|
$2.25 Million
1.13% of portfolio
|
Q1 2024
Added 1.49%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
9,955
shares
|
$2.25 Million
0.2% of portfolio
|
Q1 2025
Added 38.11%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
9,926
shares
|
$2.24 Million
0.13% of portfolio
|
Q3 2023
Reduced 2.55%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
9,887
shares
|
$2.23 Million
0.02% of portfolio
|
Q3 2023
Reduced 8.18%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Apr 21, 2025 Q1 2025 |
9,831
shares
|
$2.22 Million
0.18% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
9,790
shares
|
$2.21 Million
0.02% of portfolio
|
Q1 2025
Reduced 38.65%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
9,763
shares
|
$2.2 Million
0.2% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
9,752
shares
|
$2.2 Million
0.09% of portfolio
|
Q1 2025
Added 19.66%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
9,741
shares
|
$2.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 77.89%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Apr 23, 2025 Q1 2025 |
9,735
shares
|
$2.2 Million
2.15% of portfolio
|
Q1 2025
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
9,734
shares
|
$2.2 Million
0.94% of portfolio
|
Q4 2024
Added 4.34%
|