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 2,429 institutions that hold shares in the stock, with a total of 334 Million shares, which have been reported (via 13F filing form) to have a value of $75.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
1,753
shares
|
$395,424
0.07% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,752
shares
|
$395,198
0.03% of portfolio
|
Q4 2023
Reduced 0.34%
|
|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
1,740
shares
|
$392,491
0.08% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Yarbrough Capital, LLC
|
Apr 14, 2025 Q1 2025 |
1,735
shares
|
$391,363
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
1,732
shares
|
$390,687
0.21% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Forest Hill Capital, LLC
Little Rock, AR |
Feb 14, 2025 Q4 2024 |
1,730
shares
|
$390,236
0.28% of portfolio
|
Q4 2020
Reduced 49.21%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
1,729
shares
|
$390,010
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
1,728
shares
|
$389,784
0.02% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
1,725
shares
|
$389,108
0.03% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
1,721
shares
|
$388,205
0.1% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
1,719
shares
|
$387,754
0.17% of portfolio
|
Q4 2022
Added 0.35%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
1,717
shares
|
$387,303
0.09% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Diametric Capital, LP
Boston, MA |
May 14, 2025 Q1 2025 |
1,716
shares
|
$387,078
0.64% of portfolio
|
Q1 2025
Reduced 36.33%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
1,712
shares
|
$386,175
0.13% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
1,711
shares
|
$385,950
0.07% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
1,707
shares
|
$385,047
0.06% of portfolio
|
Q1 2025
Reduced 48.97%
|
|
|
Bank Of Stockton
|
Apr 23, 2025 Q1 2025 |
1,701
shares
|
$383,694
0.13% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
1,700
shares
|
$383,469
0.07% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
1,697
shares
|
$382,792
0.04% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
1,695
shares
|
$382,341
0.02% of portfolio
|
Q1 2025
Reduced 23.55%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
1,692
shares
|
$381,664
0.1% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
1,691
shares
|
$381,438
0.08% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
1,684
shares
|
$379,859
0.05% of portfolio
|
Q1 2025
Reduced 54.01%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
1,684
shares
|
$379,859
0.19% of portfolio
|
Q3 2024
Reduced 2.32%
|