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 |
|---|---|---|---|---|---|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
6,557
shares
|
$1.48 Million
1.39% of portfolio
|
Q3 2022
Reduced 2.24%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,539
shares
|
$1.48 Million
0.14% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
6,515
shares
|
$1.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
6,468
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
6,465
shares
|
$1.46 Million
0.09% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
6,465
shares
|
$1.46 Million
0.17% of portfolio
|
Q1 2025
Added 19.9%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,429
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
Added 113.59%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Apr 18, 2025 Q1 2025 |
6,412
shares
|
$1.45 Million
0.17% of portfolio
|
Q1 2023
Reduced 52.85%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
6,394
shares
|
$1.44 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
6,378
shares
|
$1.44 Million
1.09% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
6,369
shares
|
$1.44 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
6,301
shares
|
$1.42 Million
0.03% of portfolio
|
Q1 2025
Added 205.87%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
6,295
shares
|
$1.42 Million
0.06% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jul 09, 2025 Q2 2025 |
6,290
shares
|
$1.42 Million
1.33% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
6,288
shares
|
$1.42 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Mcdaniel Terry & CO
|
Apr 24, 2025 Q1 2025 |
6,275
shares
|
$1.42 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Wd Rutherford LLC
|
Jul 16, 2025 Q2 2025 |
6,248
shares
|
$1.41 Million
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
6,209
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
6,186
shares
|
$1.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
6,181
shares
|
$1.4 Million
0.2% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
6,178
shares
|
$1.39 Million
0.11% of portfolio
|
Q1 2025
Reduced 14.84%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
6,170
shares
|
$1.39 Million
0.74% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
6,162
shares
|
$1.39 Million
1.02% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
6,118
shares
|
$1.38 Million
0.08% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
6,101
shares
|
$1.38 Million
0.07% of portfolio
|
Q4 2024
Added 3.74%
|