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 |
|---|---|---|---|---|---|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Apr 17, 2025 Q1 2025 |
5,966
shares
|
$1.37 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
5,955
shares
|
$1.37 Million
0.81% of portfolio
|
Q1 2022
Reduced 0.08%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
5,919
shares
|
$1.36 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
5,910
shares
|
$1.36 Million
0.5% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
5,909
shares
|
$1.36 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
5,901
shares
|
$1.36 Million
0.14% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
5,900
shares
|
$1.36 Million
0.1% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
5,839
shares
|
$1.34 Million
0.23% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
5,829
shares
|
$1.34 Million
0.22% of portfolio
|
Q1 2025
Added 50.39%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
5,828
shares
|
$1.34 Million
0.09% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
In Track Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
5,807
shares
|
$1.33 Million
1.24% of portfolio
|
Q1 2025
Added 50.99%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
5,805
shares
|
$1.33 Million
0.07% of portfolio
|
Q1 2025
Added 202.66%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
5,804
shares
|
$1.33 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
5,800
shares
|
$1.33 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,788
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2022
Added 242.69%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
5,780
shares
|
$1.33 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
5,771
shares
|
$1.33 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
5,762
shares
|
$1.32 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
5,751
shares
|
$1.32 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
5,744
shares
|
$1.32 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
5,730
shares
|
$1.32 Million
0.02% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
5,717
shares
|
$1.31 Million
0.64% of portfolio
|
Q1 2025
Reduced 36.11%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
5,702
shares
|
$1.31 Million
0.06% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
5,694
shares
|
$1.31 Million
0.52% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
5,691
shares
|
$1.31 Million
0.06% of portfolio
|
Q1 2025
Added 22.05%
|