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 2,441 institutions that hold shares in the stock, with a total of 335 Million shares, which have been reported (via 13F filing form) to have a value of $75.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
1,985
shares
|
$447,756
0.35% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
1,979
shares
|
$446,403
0.17% of portfolio
|
Q1 2023
Added 4.99%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
1,976
shares
|
$445,726
0.19% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,974
shares
|
$445,275
0.02% of portfolio
|
Q4 2024
Reduced 62.92%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,973
shares
|
$445,049
0.04% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
May 12, 2025 Q1 2025 |
1,971
shares
|
$444,598
0.06% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
1,967
shares
|
$443,696
0.17% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
1,966
shares
|
$443,470
0.03% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
1,954
shares
|
$440,763
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Old West Investment Management, LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
1,952
shares
|
$440,312
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
1,951
shares
|
$440,087
0.01% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
1,950
shares
|
$439,861
0.1% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,949
shares
|
$439,635
0.08% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
1,944
shares
|
$438,508
0.04% of portfolio
|
Q1 2025
Added 20.97%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
1,944
shares
|
$438,508
0.18% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
1,944
shares
|
$438,508
0.65% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
1,941
shares
|
$437,831
0.03% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
1,938
shares
|
$437,154
0.06% of portfolio
|
Q4 2024
Added 22.81%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
1,937
shares
|
$436,929
0.27% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,935
shares
|
$436,477
0.03% of portfolio
|
Q3 2022
Added 2.0%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
May 08, 2025 Q1 2025 |
1,935
shares
|
$436,477
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
1,929
shares
|
$435,124
0.05% of portfolio
|
Q4 2024
Added 18.42%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
1,929
shares
|
$435,124
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
1,927
shares
|
$434,673
0.12% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
1,927
shares
|
$434,673
0.32% of portfolio
|
Q4 2024
Added 3.05%
|