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 |
|---|---|---|---|---|---|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
6,378
shares
|
$1.47 Million
1.09% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
6,369
shares
|
$1.46 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
6,301
shares
|
$1.45 Million
0.03% of portfolio
|
Q1 2025
Added 205.87%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
6,288
shares
|
$1.45 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
6,286
shares
|
$1.44 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Mcdaniel Terry & CO
|
Apr 24, 2025 Q1 2025 |
6,275
shares
|
$1.44 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
6,251
shares
|
$1.44 Million
0.11% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
6,217
shares
|
$1.43 Million
0.07% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
6,181
shares
|
$1.42 Million
0.2% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
6,178
shares
|
$1.42 Million
0.11% of portfolio
|
Q1 2025
Reduced 14.84%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
6,170
shares
|
$1.42 Million
0.74% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Apr 10, 2025 Q1 2025 |
6,164
shares
|
$1.42 Million
1.45% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
6,162
shares
|
$1.42 Million
1.02% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
6,118
shares
|
$1.41 Million
0.08% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
6,102
shares
|
$1.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
6,101
shares
|
$1.4 Million
0.07% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Wd Rutherford LLC
|
Apr 17, 2025 Q1 2025 |
6,101
shares
|
$1.4 Million
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
6,077
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
6,074
shares
|
$1.4 Million
0.06% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Apr 23, 2025 Q1 2025 |
6,061
shares
|
$1.39 Million
1.06% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,050
shares
|
$1.39 Million
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
6,050
shares
|
$1.39 Million
1.68% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
6,034
shares
|
$1.39 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
6,025
shares
|
$1.38 Million
0.07% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
6,013
shares
|
$1.38 Million
0.99% of portfolio
|
Q2 2022
Reduced 12.89%
|