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 2,455 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 |
|---|---|---|---|---|---|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
20,509
shares
|
$4.7 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
20,479
shares
|
$4.7 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
20,457
shares
|
$4.69 Million
0.14% of portfolio
|
Q1 2025
Added 9.07%
|
|
|
Lgt Fund Management CO Ltd.
|
May 13, 2025 Q1 2025 |
20,453
shares
|
$4.69 Million
0.44% of portfolio
|
Q1 2025
Reduced 25.6%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
20,191
shares
|
$4.63 Million
0.01% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
20,160
shares
|
$4.62 Million
0.04% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Brookfield Asset Management Inc.
Toronto, A6 |
Jun 09, 2025 Q1 2025 |
20,135
shares
|
$4.62 Million
0.03% of portfolio
|
Q1 2025
Added 25.12%
|
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
20,113
shares
|
$4.61 Million
2.35% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
20,109
shares
|
$4.61 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
20,054
shares
|
$4.6 Million
0.23% of portfolio
|
Q3 2022
Added 0.33%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
20,051
shares
|
$4.6 Million
0.22% of portfolio
|
Q2 2022
Reduced 1.39%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
20,045
shares
|
$4.6 Million
0.0% of portfolio
|
Q1 2025
Added 1290.08%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
20,020
shares
|
$4.59 Million
0.34% of portfolio
|
Q1 2025
Added 151.7%
|
|
|
Opus Investment Management Inc
|
May 14, 2025 Q1 2025 |
20,000
shares
|
$4.59 Million
3.33% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
19,871
shares
|
$4.56 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
19,867
shares
|
$4.56 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
19,821
shares
|
$4.54 Million
0.76% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
19,696
shares
|
$4.52 Million
0.37% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Sandler Capital Management
New York, NY |
May 15, 2025 Q1 2025 |
19,617
shares
|
$4.5 Million
1.23% of portfolio
|
Q1 2025
Reduced 37.29%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
19,608
shares
|
$4.5 Million
0.07% of portfolio
|
Q1 2025
Added 73.51%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
19,600
shares
|
$4.49 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Apr 30, 2025 Q1 2025 |
19,582
shares
|
$4.49 Million
3.07% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
19,465
shares
|
$4.46 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
19,408
shares
|
$4.45 Million
2.26% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
19,393
shares
|
$4.45 Million
0.14% of portfolio
|
Q1 2025
Added 1.21%
|