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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
4,340
shares
|
$997,635
0.03% of portfolio
|
Q1 2025
Added 87.8%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
4,340
shares
|
$997,635
0.94% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Apr 25, 2025 Q1 2025 |
4,304
shares
|
$989,360
0.78% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
4,294
shares
|
$987,061
0.23% of portfolio
|
Q1 2025
Added 100.65%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
4,287
shares
|
$985,452
0.09% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
4,285
shares
|
$984,992
0.07% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
4,263
shares
|
$979,935
0.1% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
4,260
shares
|
$979,246
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
4,256
shares
|
$978,326
0.22% of portfolio
|
Q1 2024
Added 1.19%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
4,250
shares
|
$976,947
0.01% of portfolio
|
Q4 2024
Reduced 8.58%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Apr 16, 2025 Q1 2025 |
4,234
shares
|
$973,269
0.96% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
4,229
shares
|
$972,120
0.35% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
4,222
shares
|
$970,511
0.14% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,207
shares
|
$967,063
0.02% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
4,199
shares
|
$965,224
0.13% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
4,199
shares
|
$965,224
0.03% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
4,186
shares
|
$962,235
0.54% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
4,175
shares
|
$959,707
0.05% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,167
shares
|
$957,868
0.07% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Chicago Trust CO Na
|
Apr 14, 2025 Q1 2025 |
4,152
shares
|
$954,420
0.22% of portfolio
|
Q1 2025
Reduced 22.32%
|
|
|
Dempze Nancy E
|
May 06, 2025 Q1 2025 |
4,142
shares
|
$952,121
0.63% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
May 15, 2025 Q1 2025 |
4,131
shares
|
$949,592
0.13% of portfolio
|
Q1 2025
Added 29.42%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
4,115
shares
|
$945,915
0.25% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
4,101
shares
|
$942,696
0.04% of portfolio
|
Q1 2025
Added 101.03%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
4,093
shares
|
$940,857
0.19% of portfolio
|
Q1 2025
Reduced 0.56%
|