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 |
|---|---|---|---|---|---|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
1,826
shares
|
$411,890
0.02% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
1,825
shares
|
$411,665
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,822
shares
|
$410,988
0.05% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
1,819
shares
|
$410,311
0.06% of portfolio
|
Q1 2025
Added 37.91%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
1,817
shares
|
$409,860
0.44% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 08, 2025 Q4 2024 |
1,815
shares
|
$409,409
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
1,809
shares
|
$408,056
0.04% of portfolio
|
Q1 2025
Reduced 14.47%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
1,808
shares
|
$407,830
0.05% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,803
shares
|
$406,702
0.02% of portfolio
|
Q4 2024
Added 32.87%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
1,800
shares
|
$406,026
0.02% of portfolio
|
Q3 2024
Added 38.46%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,799
shares
|
$405,800
0.11% of portfolio
|
Q2 2022
Added 25.45%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
1,799
shares
|
$405,800
0.01% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
1,792
shares
|
$404,221
0.04% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
1,791
shares
|
$403,995
0.17% of portfolio
|
Q2 2021
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
1,781
shares
|
$401,740
0.05% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
1,779
shares
|
$401,289
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
1,775
shares
|
$400,386
0.04% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
1,763
shares
|
$397,679
0.1% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
1,760
shares
|
$397,003
0.1% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
1,760
shares
|
$397,003
0.2% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
1,759
shares
|
$396,777
0.04% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
1,759
shares
|
$396,777
0.04% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
1,757
shares
|
$396,326
0.07% of portfolio
|
Q1 2025
Added 30.83%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
1,756
shares
|
$396,100
0.12% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
1,754
shares
|
$395,649
0.19% of portfolio
|
Q1 2025
Added 0.11%
|