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 2,442 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 $76.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
7,332
shares
|
$1.69 Million
0.34% of portfolio
|
Q3 2023
Reduced 4.87%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
7,302
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
May 12, 2025 Q1 2025 |
7,230
shares
|
$1.66 Million
0.04% of portfolio
|
Q1 2025
Added 133.98%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
7,208
shares
|
$1.66 Million
0.02% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
7,147
shares
|
$1.64 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
7,132
shares
|
$1.64 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
7,130
shares
|
$1.64 Million
0.21% of portfolio
|
Q1 2025
Reduced 79.18%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
7,122
shares
|
$1.64 Million
0.05% of portfolio
|
Q1 2025
Reduced 17.97%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
7,056
shares
|
$1.62 Million
0.14% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
7,049
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,040
shares
|
$1.62 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
7,038
shares
|
$1.62 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
7,001
shares
|
$1.61 Million
0.15% of portfolio
|
Q1 2025
Added 14.06%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
6,983
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Apr 14, 2025 Q1 2025 |
6,962
shares
|
$1.6 Million
0.96% of portfolio
|
Q2 2024
Reduced 6.68%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
6,938
shares
|
$1.59 Million
0.05% of portfolio
|
Q1 2025
Added 82.72%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
6,864
shares
|
$1.58 Million
0.53% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
New England Research & Management, Inc.
|
Apr 16, 2025 Q1 2025 |
6,863
shares
|
$1.58 Million
0.81% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
6,857
shares
|
$1.58 Million
0.16% of portfolio
|
Q3 2022
Reduced 3.53%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
6,848
shares
|
$1.57 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
6,844
shares
|
$1.57 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
6,836
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
6,816
shares
|
$1.57 Million
0.3% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
6,788
shares
|
$1.56 Million
0.07% of portfolio
|
Q2 2024
Added 16.49%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
6,763
shares
|
$1.55 Million
0.24% of portfolio
|
Q4 2024
Added 44.85%
|