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 |
|---|---|---|---|---|---|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
8,244
shares
|
$1.88 Million
0.19% of portfolio
|
Q3 2022
Reduced 18.38%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
8,224
shares
|
$1.88 Million
0.67% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
8,223
shares
|
$1.88 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
8,196
shares
|
$1.87 Million
0.05% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
8,195
shares
|
$1.87 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
8,183
shares
|
$1.87 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
8,180
shares
|
$1.87 Million
0.92% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
8,180
shares
|
$1.87 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
8,151
shares
|
$1.86 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Apr 02, 2025 Q1 2025 |
8,148
shares
|
$1.86 Million
1.38% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
8,137
shares
|
$1.86 Million
0.9% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,131
shares
|
$1.85 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.54%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
8,088
shares
|
$1.84 Million
0.09% of portfolio
|
Q1 2025
Added 16.74%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
8,087
shares
|
$1.84 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
8,072
shares
|
$1.84 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
8,055
shares
|
$1.84 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
8,036
shares
|
$1.83 Million
0.32% of portfolio
|
Q4 2022
Added 0.1%
|
|
|
Trium Capital LLP
London, X0 |
Apr 30, 2025 Q1 2025 |
8,022
shares
|
$1.83 Million
0.23% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,012
shares
|
$1.83 Million
0.06% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
8,010
shares
|
$1.83 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
7,915
shares
|
$1.8 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
7,904
shares
|
$1.8 Million
0.55% of portfolio
|
Q1 2025
Reduced 33.11%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Apr 25, 2025 Q1 2025 |
7,895
shares
|
$1.8 Million
1.44% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
7,885
shares
|
$1.8 Million
0.18% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
7,876
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.48%
|