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 |
|---|---|---|---|---|---|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
13,825
shares
|
$3.18 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
13,775
shares
|
$3.17 Million
0.12% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
May 15, 2025 Q1 2025 |
13,733
shares
|
$3.16 Million
1.32% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
13,716
shares
|
$3.15 Million
0.23% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
13,666
shares
|
$3.14 Million
0.28% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
13,637
shares
|
$3.13 Million
0.03% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
13,581
shares
|
$3.12 Million
0.65% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
May 14, 2025 Q1 2025 |
13,505
shares
|
$3.1 Million
4.43% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
13,494
shares
|
$3.1 Million
0.03% of portfolio
|
Q1 2025
Added 16.41%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
13,424
shares
|
$3.09 Million
0.05% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Aaron Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
13,374
shares
|
$3.07 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
13,358
shares
|
$3.07 Million
0.06% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
13,330
shares
|
$3.06 Million
0.06% of portfolio
|
Q1 2025
Added 73.36%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
13,311
shares
|
$3.06 Million
0.41% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
13,300
shares
|
$3.06 Million
0.05% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
13,279
shares
|
$3.05 Million
0.15% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
13,243
shares
|
$3.04 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Clare Market Investments LLC
Dallas, TX |
Apr 10, 2025 Q1 2025 |
13,225
shares
|
$3.04 Million
0.81% of portfolio
|
Q1 2025
Added 29.09%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Apr 17, 2025 Q1 2025 |
13,129
shares
|
$3.02 Million
1.62% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Enhancing Capital LLC
|
May 12, 2025 Q1 2025 |
13,100
shares
|
$3.01 Million
2.42% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
13,061
shares
|
$3 Million
0.08% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Viking Fund Management LLC
|
Apr 10, 2025 Q1 2025 |
13,000
shares
|
$2.99 Million
0.45% of portfolio
|
Q4 2021
Added 8.33%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
12,986
shares
|
$2.99 Million
0.08% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
12,949
shares
|
$2.98 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
12,917
shares
|
$2.97 Million
0.06% of portfolio
|
Q1 2025
Added 23.7%
|