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 2,462 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 $74.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
9,380
shares
|
$2.12 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
9,350
shares
|
$2.11 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
9,335
shares
|
$2.11 Million
0.42% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
9,330
shares
|
$2.11 Million
0.07% of portfolio
|
Q1 2025
Added 24.87%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
9,300
shares
|
$2.1 Million
0.07% of portfolio
|
Q3 2019
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,297
shares
|
$2.1 Million
0.13% of portfolio
|
Q4 2023
Added 0.71%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
9,234
shares
|
$2.08 Million
0.09% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
9,228
shares
|
$2.08 Million
1.6% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Hudson Canyon Capital Management
New York, NY |
May 12, 2025 Q1 2025 |
9,227
shares
|
$2.08 Million
1.5% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
9,219
shares
|
$2.08 Million
0.6% of portfolio
|
Q1 2025
Added 35.47%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
9,199
shares
|
$2.08 Million
0.05% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
9,192
shares
|
$2.07 Million
0.31% of portfolio
|
Q2 2025
Reduced 14.96%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
9,188
shares
|
$2.07 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
9,177
shares
|
$2.07 Million
0.04% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
9,148
shares
|
$2.06 Million
0.46% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
9,099
shares
|
$2.05 Million
0.28% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
9,088
shares
|
$2.05 Million
0.17% of portfolio
|
Q2 2022
Reduced 1.46%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
9,062
shares
|
$2.05 Million
0.23% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
9,038
shares
|
$2.04 Million
0.01% of portfolio
|
Q1 2025
Added 23.61%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,037
shares
|
$2.04 Million
0.47% of portfolio
|
Q1 2024
Added 8.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
9,025
shares
|
$2.04 Million
0.09% of portfolio
|
Q1 2025
Reduced 17.78%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
9,000
shares
|
$2.03 Million
0.59% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Greenland Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
9,000
shares
|
$2.03 Million
0.25% of portfolio
|
Q1 2025
Reduced 52.71%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
8,996
shares
|
$2.03 Million
0.09% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
8,994
shares
|
$2.03 Million
0.07% of portfolio
|
Q1 2025
Added 10.78%
|