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 |
|---|---|---|---|---|---|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
8,402
shares
|
$1.9 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
8,387
shares
|
$1.89 Million
0.77% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
8,367
shares
|
$1.89 Million
0.05% of portfolio
|
Q1 2025
Added 30.04%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
8,339
shares
|
$1.88 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
|
$1.88 Million
0.73% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
8,310
shares
|
$1.88 Million
0.56% of portfolio
|
Q1 2025
Reduced 22.69%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
8,301
shares
|
$1.87 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
8,293
shares
|
$1.87 Million
0.26% of portfolio
|
Q4 2024
Added 45.59%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
8,292
shares
|
$1.87 Million
0.09% of portfolio
|
Q2 2022
Added 56.31%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
8,244
shares
|
$1.86 Million
0.19% of portfolio
|
Q3 2022
Reduced 18.38%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
8,224
shares
|
$1.86 Million
0.67% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
8,196
shares
|
$1.85 Million
0.05% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
8,195
shares
|
$1.85 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
8,183
shares
|
$1.85 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
8,180
shares
|
$1.85 Million
0.92% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
8,180
shares
|
$1.85 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
8,151
shares
|
$1.84 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
8,138
shares
|
$1.84 Million
0.83% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,131
shares
|
$1.84 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.54%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
8,088
shares
|
$1.83 Million
0.09% of portfolio
|
Q1 2025
Added 16.74%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
8,087
shares
|
$1.83 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
8,073
shares
|
$1.82 Million
0.44% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
8,066
shares
|
$1.82 Million
0.31% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
8,036
shares
|
$1.81 Million
0.32% of portfolio
|
Q4 2022
Added 0.1%
|
|
|
Trium Capital LLP
London, X0 |
Apr 30, 2025 Q1 2025 |
8,022
shares
|
$1.81 Million
0.23% of portfolio
|
Q1 2025
Reduced 12.65%
|