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 |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
3,233
shares
|
$743,169
0.14% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
3,228
shares
|
$742,020
0.04% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
3,209
shares
|
$737,652
0.15% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
3,205
shares
|
$736,733
0.34% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
3,193
shares
|
$733,974
0.58% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,193
shares
|
$733,974
0.54% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
3,184
shares
|
$731,906
0.05% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
3,180
shares
|
$730,986
0.01% of portfolio
|
Q1 2025
Reduced 97.76%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
3,178
shares
|
$730,526
0.21% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
3,177
shares
|
$730,296
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
3,153
shares
|
$724,780
0.05% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Glenview Trust CO
Louisville, KY |
May 15, 2025 Q1 2025 |
3,148
shares
|
$723,630
0.01% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
3,147
shares
|
$723,400
0.03% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
3,145
shares
|
$722,941
0.01% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
3,145
shares
|
$722,941
0.18% of portfolio
|
Q1 2025
Reduced 56.23%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
3,139
shares
|
$721,561
0.01% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
3,134
shares
|
$720,412
0.06% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
3,133
shares
|
$720,182
0.06% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
3,122
shares
|
$717,654
0.38% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
3,121
shares
|
$717,424
0.07% of portfolio
|
Q1 2025
Added 166.98%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
3,117
shares
|
$716,504
0.43% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,114
shares
|
$715,815
0.05% of portfolio
|
Q2 2022
Added 1.53%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,108
shares
|
$714,435
0.09% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
May 14, 2025 Q1 2025 |
3,100
shares
|
$712,597
0.07% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
3,098
shares
|
$712,137
0.06% of portfolio
|
Q1 2025
Added 2.75%
|