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 |
|---|---|---|---|---|---|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
4,572
shares
|
$1.05 Million
0.26% of portfolio
|
Q1 2025
Added 77.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,562
shares
|
$1.05 Million
0.09% of portfolio
|
Q1 2025
Added 113950.0%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,561
shares
|
$1.05 Million
0.18% of portfolio
|
Q2 2022
Added 25.89%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
4,561
shares
|
$1.05 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
4,560
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
4,560
shares
|
$1.05 Million
0.22% of portfolio
|
Q1 2025
Added 19.15%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,559
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 8.34%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
4,550
shares
|
$1.05 Million
0.28% of portfolio
|
Q1 2022
Added 28.17%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,531
shares
|
$1.04 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
4,527
shares
|
$1.04 Million
0.14% of portfolio
|
Q1 2025
Added 15.87%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4,512
shares
|
$1.04 Million
0.08% of portfolio
|
Q1 2025
Reduced 21.91%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
4,450
shares
|
$1.02 Million
0.42% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
4,415
shares
|
$1.01 Million
0.39% of portfolio
|
Q1 2025
Added 62.02%
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,411
shares
|
$1.01 Million
0.48% of portfolio
|
Q1 2025
Reduced 43.64%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
4,407
shares
|
$1.01 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
4,405
shares
|
$1.01 Million
0.05% of portfolio
|
Q1 2025
Added 21.12%
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
4,402
shares
|
$1.01 Million
0.53% of portfolio
|
Q4 2024
Added 10.41%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
4,401
shares
|
$1.01 Million
0.08% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Apr 14, 2025 Q1 2025 |
4,390
shares
|
$1.01 Million
0.65% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
4,384
shares
|
$1.01 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
4,375
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
4,368
shares
|
$1 Million
0.1% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,359
shares
|
$1 Million
0.08% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
4,351
shares
|
$1 Million
0.38% of portfolio
|
Q2 2024
Added 29.84%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
4,344
shares
|
$998,555
0.05% of portfolio
|
Q1 2025
Added 120.06%
|