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 334 Million shares, which have been reported (via 13F filing form) to have a value of $77.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
9,210
shares
|
$2.14 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
9,199
shares
|
$2.13 Million
0.05% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
9,188
shares
|
$2.13 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
9,148
shares
|
$2.12 Million
0.46% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
9,099
shares
|
$2.11 Million
0.28% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
9,088
shares
|
$2.11 Million
0.17% of portfolio
|
Q2 2022
Reduced 1.46%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
9,038
shares
|
$2.1 Million
0.01% of portfolio
|
Q1 2025
Added 23.61%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,037
shares
|
$2.1 Million
0.47% of portfolio
|
Q1 2024
Added 8.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
9,025
shares
|
$2.09 Million
0.09% of portfolio
|
Q1 2025
Reduced 17.78%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
9,000
shares
|
$2.09 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
|
$2.09 Million
0.25% of portfolio
|
Q1 2025
Reduced 52.71%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
8,996
shares
|
$2.09 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
|
$2.09 Million
0.07% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
8,986
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 95.42%
|
|
|
Hms Capital Management, LLC
|
May 14, 2025 Q1 2025 |
8,978
shares
|
$2.08 Million
1.07% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
8,972
shares
|
$2.08 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
8,964
shares
|
$2.08 Million
0.69% of portfolio
|
Q1 2025
Reduced 21.46%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
8,941
shares
|
$2.07 Million
0.17% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
8,925
shares
|
$2.07 Million
0.12% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
8,870
shares
|
$2.06 Million
0.13% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
8,859
shares
|
$2.05 Million
0.05% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,851
shares
|
$2.05 Million
0.07% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
8,850
shares
|
$2.05 Million
0.04% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
8,830
shares
|
$2.05 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
8,824
shares
|
$2.05 Million
0.1% of portfolio
|
Q1 2025
Added 1.4%
|