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 |
|---|---|---|---|---|---|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
8,804
shares
|
$2.04 Million
0.72% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Oak Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
8,787
shares
|
$2.04 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
8,748
shares
|
$2.03 Million
0.17% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
8,745
shares
|
$2.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
8,722
shares
|
$2.02 Million
0.99% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
8,710
shares
|
$2.02 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
8,686
shares
|
$2.01 Million
0.18% of portfolio
|
Q1 2025
Added 16.5%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
8,665
shares
|
$2.01 Million
0.23% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
8,650
shares
|
$2.01 Million
0.2% of portfolio
|
Q1 2025
Added 68.98%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
8,650
shares
|
$2.01 Million
0.62% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
8,601
shares
|
$2 Million
0.05% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Sky Investment Group LLC
|
Apr 16, 2025 Q1 2025 |
8,598
shares
|
$1.99 Million
0.38% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
8,587
shares
|
$1.99 Million
0.11% of portfolio
|
Q4 2024
Added 44.15%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
8,544
shares
|
$1.98 Million
0.91% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
8,470
shares
|
$1.96 Million
0.09% of portfolio
|
Q1 2025
Reduced 33.94%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
8,468
shares
|
$1.96 Million
0.13% of portfolio
|
Q1 2025
Added 24.86%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
8,402
shares
|
$1.95 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
8,367
shares
|
$1.94 Million
0.05% of portfolio
|
Q1 2025
Added 30.04%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
8,339
shares
|
$1.93 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
8,331
shares
|
$1.93 Million
0.73% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
8,318
shares
|
$1.93 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
8,310
shares
|
$1.93 Million
0.56% of portfolio
|
Q1 2025
Reduced 22.69%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
8,301
shares
|
$1.93 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
8,293
shares
|
$1.92 Million
0.26% of portfolio
|
Q4 2024
Added 45.59%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
8,292
shares
|
$1.92 Million
0.09% of portfolio
|
Q2 2022
Added 56.31%
|