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 2,335 institutions that hold shares in the stock, with a total of 337 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 |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
16,112
shares
|
$3.64 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brookfield Asset Management Inc.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
16,092
shares
|
$3.64 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
16,064
shares
|
$3.63 Million
1.68% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
16,005
shares
|
$3.62 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
15,966
shares
|
$3.61 Million
0.09% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
15,963
shares
|
$3.61 Million
0.04% of portfolio
|
Q4 2024
Added 20.4%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
15,958
shares
|
$3.61 Million
0.02% of portfolio
|
Q4 2024
Reduced 37.17%
|
|
|
Scott & Selber, Inc.
|
Feb 06, 2025 Q4 2024 |
15,952
shares
|
$3.6 Million
0.97% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
15,932
shares
|
$3.6 Million
0.03% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
15,906
shares
|
$3.59 Million
0.07% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jan 28, 2025 Q4 2024 |
15,829
shares
|
$3.58 Million
0.87% of portfolio
|
Q4 2024
Added 25.59%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Feb 18, 2025 Q4 2024 |
15,455
shares
|
$3.49 Million
1.55% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
15,452
shares
|
$3.49 Million
0.3% of portfolio
|
Q4 2024
Added 42.9%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
15,346
shares
|
$3.47 Million
0.34% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
15,228
shares
|
$3.44 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
15,162
shares
|
$3.43 Million
0.95% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,134
shares
|
$3.42 Million
0.1% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Graphene Investments Sas
Paris, I0 |
Jan 28, 2025 Q4 2024 |
15,100
shares
|
$3.41 Million
2.1% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
15,093
shares
|
$3.41 Million
0.47% of portfolio
|
Q4 2024
Added 81.34%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Feb 14, 2025 Q4 2024 |
15,091
shares
|
$3.41 Million
0.23% of portfolio
|
Q1 2019
New holding
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
15,088
shares
|
$3.41 Million
0.65% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
15,056
shares
|
$3.4 Million
1.47% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
15,056
shares
|
$3.4 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
15,027
shares
|
$3.4 Million
0.03% of portfolio
|
Q4 2024
Added 11.84%
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
14,995
shares
|
$3.39 Million
0.09% of portfolio
|
Q4 2024
Added 17.01%
|