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 |
|---|---|---|---|---|---|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
22,156
shares
|
$5.09 Million
2.8% of portfolio
|
Q2 2022
Added 2.49%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
22,148
shares
|
$5.09 Million
2.4% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
22,085
shares
|
$5.08 Million
0.68% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
21,999
shares
|
$5.06 Million
0.96% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
21,946
shares
|
$5.04 Million
0.17% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
21,888
shares
|
$5.03 Million
0.29% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
21,762
shares
|
$5 Million
2.35% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
21,735
shares
|
$5 Million
0.11% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
21,566
shares
|
$4.96 Million
0.93% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
21,471
shares
|
$4.94 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Silphium Asset Management LTD
London, X0 |
Apr 30, 2025 Q1 2025 |
21,462
shares
|
$4.93 Million
4.0% of portfolio
|
Q4 2024
Added 36.24%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
21,446
shares
|
$4.93 Million
0.11% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
21,278
shares
|
$4.89 Million
0.28% of portfolio
|
Q1 2025
Added 284.77%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
21,269
shares
|
$4.89 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
21,180
shares
|
$4.87 Million
0.14% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
21,092
shares
|
$4.85 Million
1.31% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
21,088
shares
|
$4.85 Million
0.02% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
20,862
shares
|
$4.8 Million
1.07% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
20,857
shares
|
$4.79 Million
0.09% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
20,737
shares
|
$4.77 Million
2.23% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
20,729
shares
|
$4.76 Million
0.29% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
20,648
shares
|
$4.75 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
20,509
shares
|
$4.71 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
20,479
shares
|
$4.71 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
20,457
shares
|
$4.7 Million
0.14% of portfolio
|
Q1 2025
Added 9.07%
|