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 |
|---|---|---|---|---|---|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
39,329
shares
|
$9.04 Million
1.28% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
39,203
shares
|
$9.01 Million
0.18% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
38,335
shares
|
$8.81 Million
1.62% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Miller Howard Investments Inc
|
Apr 28, 2025 Q1 2025 |
38,007
shares
|
$8.74 Million
0.29% of portfolio
|
Q1 2025
Added 31.73%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
38,001
shares
|
$8.74 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
37,971
shares
|
$8.73 Million
0.74% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
37,910
shares
|
$8.71 Million
0.05% of portfolio
|
Q4 2022
Added 27.66%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
37,825
shares
|
$8.69 Million
0.03% of portfolio
|
Q1 2025
Reduced 36.62%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
37,334
shares
|
$8.58 Million
2.99% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
36,411
shares
|
$8.37 Million
0.09% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
36,331
shares
|
$8.35 Million
1.65% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Apr 23, 2025 Q1 2025 |
36,273
shares
|
$8.34 Million
0.59% of portfolio
|
Q1 2025
Reduced 46.46%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
36,212
shares
|
$8.32 Million
1.3% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
36,004
shares
|
$8.28 Million
0.05% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
35,960
shares
|
$8.27 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
35,920
shares
|
$8.26 Million
0.1% of portfolio
|
Q2 2023
Added 4.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
35,679
shares
|
$8.2 Million
0.08% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
35,586
shares
|
$8.18 Million
1.79% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
35,445
shares
|
$8.15 Million
0.34% of portfolio
|
Q1 2025
Reduced 9.58%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
35,264
shares
|
$8.11 Million
1.11% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
35,175
shares
|
$8.09 Million
2.08% of portfolio
|
Q1 2025
Reduced 17.42%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
35,025
shares
|
$8.05 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
34,973
shares
|
$8.04 Million
0.27% of portfolio
|
Q1 2025
Reduced 11.6%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
34,480
shares
|
$7.93 Million
0.62% of portfolio
|
Q1 2025
Added 28.13%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
34,442
shares
|
$7.92 Million
0.49% of portfolio
|
Q1 2025
Added 3.26%
|