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 2,436 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
2,536
shares
|
$578,258
0.08% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Sawyer & Company, Inc
|
Apr 22, 2025 Q1 2025 |
2,535
shares
|
$578,030
0.24% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Apr 08, 2025 Q1 2025 |
2,533
shares
|
$577,574
0.25% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
2,530
shares
|
$576,890
0.11% of portfolio
|
Q1 2025
Added 24.08%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,524
shares
|
$575,522
0.17% of portfolio
|
Q1 2023
Added 0.36%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,519
shares
|
$574,382
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
2,508
shares
|
$571,874
0.06% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
2,507
shares
|
$571,646
0.04% of portfolio
|
Q1 2025
Added 80.75%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,505
shares
|
$571,190
0.4% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
2,503
shares
|
$570,734
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
2,500
shares
|
$570,050
0.07% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,495
shares
|
$568,909
0.05% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
2,492
shares
|
$568,225
0.06% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
2,490
shares
|
$567,769
0.25% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
2,487
shares
|
$567,085
0.39% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,480
shares
|
$565,489
0.01% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
2,478
shares
|
$565,033
0.04% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
2,476
shares
|
$564,577
0.11% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
2,469
shares
|
$562,981
0.12% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
2,463
shares
|
$561,613
0.15% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
2,460
shares
|
$560,929
0.17% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
2,454
shares
|
$559,561
0.3% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
2,449
shares
|
$558,420
0.1% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
2,447
shares
|
$557,964
0.14% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Apr 15, 2025 Q1 2025 |
2,440
shares
|
$556,368
0.09% of portfolio
|
Q1 2025
Reduced 2.24%
|