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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,012
shares
|
$1.81 Million
0.06% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
8,010
shares
|
$1.81 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
7,976
shares
|
$1.8 Million
0.14% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
7,934
shares
|
$1.79 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
7,916
shares
|
$1.79 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
7,915
shares
|
$1.79 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
7,908
shares
|
$1.78 Million
1.2% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
7,904
shares
|
$1.78 Million
0.55% of portfolio
|
Q1 2025
Reduced 33.11%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Apr 25, 2025 Q1 2025 |
7,895
shares
|
$1.78 Million
1.44% of portfolio
|
Q1 2025
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
7,876
shares
|
$1.78 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
7,838
shares
|
$1.77 Million
0.12% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
7,779
shares
|
$1.76 Million
0.08% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
7,774
shares
|
$1.75 Million
0.12% of portfolio
|
Q4 2022
Reduced 42.84%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
7,743
shares
|
$1.75 Million
0.95% of portfolio
|
Q1 2025
Reduced 38.64%
|
|
|
Sl Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
7,718
shares
|
$1.74 Million
3.1% of portfolio
|
Q1 2025
Added 146.98%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,671
shares
|
$1.73 Million
1.38% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
May 07, 2025 Q1 2025 |
7,656
shares
|
$1.73 Million
1.08% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Mcrae Capital Management Inc
|
May 13, 2025 Q1 2025 |
7,600
shares
|
$1.72 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
7,585
shares
|
$1.71 Million
0.98% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
7,564
shares
|
$1.71 Million
0.48% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
7,544
shares
|
$1.7 Million
0.25% of portfolio
|
Q2 2025
Added 29.2%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
7,539
shares
|
$1.7 Million
0.25% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
7,539
shares
|
$1.7 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
7,519
shares
|
$1.7 Million
0.92% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
7,491
shares
|
$1.69 Million
0.67% of portfolio
|
Q1 2025
Reduced 2.41%
|