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 |
|---|---|---|---|---|---|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
34,381
shares
|
$7.9 Million
0.04% of portfolio
|
Q3 2024
Added 33.07%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
34,371
shares
|
$7.9 Million
1.23% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Bard Financial Services, Inc.
|
Apr 15, 2025 Q1 2025 |
34,220
shares
|
$7.87 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
33,894
shares
|
$7.79 Million
0.17% of portfolio
|
Q1 2025
Added 113.09%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
33,393
shares
|
$7.68 Million
0.35% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Apr 23, 2025 Q1 2025 |
33,330
shares
|
$7.66 Million
3.23% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
33,132
shares
|
$7.62 Million
0.81% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
33,092
shares
|
$7.61 Million
0.39% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
32,954
shares
|
$7.58 Million
0.16% of portfolio
|
Q3 2022
Added 101.54%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
32,714
shares
|
$7.52 Million
0.31% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
32,488
shares
|
$7.47 Million
1.74% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Sitrin Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
32,279
shares
|
$7.42 Million
4.29% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
32,112
shares
|
$7.38 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
May 09, 2025 Q1 2025 |
32,086
shares
|
$7.38 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
31,851
shares
|
$7.32 Million
0.13% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Jackson Square Partners, LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
31,845
shares
|
$7.32 Million
1.0% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Rba Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
31,844
shares
|
$7.32 Million
2.92% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
31,816
shares
|
$7.31 Million
0.61% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
31,542
shares
|
$7.25 Million
0.23% of portfolio
|
Q1 2025
Added 153.06%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
31,495
shares
|
$7.24 Million
3.03% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
31,432
shares
|
$7.23 Million
0.14% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
31,399
shares
|
$7.22 Million
0.13% of portfolio
|
Q1 2025
Reduced 47.42%
|
|
|
Trinity Legacy Partners, LLC
|
May 14, 2025 Q1 2025 |
31,055
shares
|
$7.14 Million
1.88% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Sienna Gestion
Paris, I0 |
May 13, 2025 Q1 2025 |
31,011
shares
|
$7.13 Million
0.58% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
30,901
shares
|
$7.1 Million
1.13% of portfolio
|
Q1 2025
Added 2.48%
|