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 2,453 institutions that hold shares in the stock, with a total of 331 Million shares, which have been reported (via 13F filing form) to have a value of $76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
23,973
shares
|
$5.5 Million
0.63% of portfolio
|
Q1 2025
Reduced 47.04%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
23,963
shares
|
$5.49 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
23,948
shares
|
$5.49 Million
2.62% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Westhampton Capital, LLC
|
Apr 22, 2025 Q1 2025 |
23,895
shares
|
$5.48 Million
3.11% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
23,870
shares
|
$5.47 Million
0.79% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Apr 22, 2025 Q1 2025 |
23,740
shares
|
$5.44 Million
3.99% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
23,719
shares
|
$5.44 Million
0.6% of portfolio
|
Q2 2024
Reduced 3.69%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
23,600
shares
|
$5.41 Million
0.08% of portfolio
|
Q1 2025
Added 133.48%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
23,567
shares
|
$5.4 Million
0.19% of portfolio
|
Q1 2025
Reduced 25.98%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
23,510
shares
|
$5.39 Million
0.14% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
23,462
shares
|
$5.38 Million
0.19% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
23,240
shares
|
$5.33 Million
0.25% of portfolio
|
Q1 2025
Added 17.95%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
23,201
shares
|
$5.32 Million
0.16% of portfolio
|
Q4 2024
Reduced 10.92%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
22,870
shares
|
$5.24 Million
0.66% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
22,706
shares
|
$5.21 Million
0.05% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
22,670
shares
|
$5.2 Million
0.08% of portfolio
|
Q1 2025
Added 82.85%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
22,658
shares
|
$5.2 Million
0.07% of portfolio
|
Q1 2025
Added 57.1%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Apr 23, 2025 Q1 2025 |
22,565
shares
|
$5.17 Million
1.13% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
May 15, 2025 Q1 2025 |
22,447
shares
|
$5.15 Million
0.32% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
22,423
shares
|
$5.14 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
22,423
shares
|
$5.14 Million
0.67% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
22,409
shares
|
$5.14 Million
1.03% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Hartford Investment Management CO
|
May 08, 2025 Q1 2025 |
22,286
shares
|
$5.11 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Terra Alpha Investments LLC
Washington, DC |
Apr 15, 2025 Q1 2025 |
22,226
shares
|
$5.1 Million
5.59% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
22,166
shares
|
$5.08 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.01%
|