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 |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
6,077
shares
|
$1.37 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Apr 23, 2025 Q1 2025 |
6,061
shares
|
$1.37 Million
1.06% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
6,057
shares
|
$1.37 Million
0.12% of portfolio
|
Q2 2025
Reduced 29.98%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,050
shares
|
$1.37 Million
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
6,050
shares
|
$1.37 Million
1.68% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
6,037
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
6,034
shares
|
$1.36 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
6,025
shares
|
$1.36 Million
0.07% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
6,013
shares
|
$1.36 Million
0.99% of portfolio
|
Q2 2022
Reduced 12.89%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
5,985
shares
|
$1.35 Million
0.65% of portfolio
|
Q2 2025
Reduced 12.79%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
5,973
shares
|
$1.35 Million
0.24% of portfolio
|
Q2 2025
Added 361.59%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
5,955
shares
|
$1.34 Million
0.81% of portfolio
|
Q1 2022
Reduced 0.08%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
5,919
shares
|
$1.34 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
5,909
shares
|
$1.33 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
5,901
shares
|
$1.33 Million
0.14% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
5,900
shares
|
$1.33 Million
0.1% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
5,862
shares
|
$1.32 Million
0.24% of portfolio
|
Q2 2025
Added 41.18%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
5,829
shares
|
$1.32 Million
0.22% of portfolio
|
Q1 2025
Added 50.39%
|
|
|
In Track Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
5,807
shares
|
$1.31 Million
1.24% of portfolio
|
Q1 2025
Added 50.99%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
5,805
shares
|
$1.31 Million
0.07% of portfolio
|
Q1 2025
Added 202.66%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
5,804
shares
|
$1.31 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
5,800
shares
|
$1.31 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,788
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2022
Added 242.69%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,788
shares
|
$1.31 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
5,783
shares
|
$1.31 Million
0.04% of portfolio
|
Q2 2025
Added 3.55%
|