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 333 Million shares, which have been reported (via 13F filing form) to have a value of $78.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
5,694
shares
|
$1.33 Million
0.52% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
5,691
shares
|
$1.33 Million
0.06% of portfolio
|
Q1 2025
Added 22.05%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,677
shares
|
$1.33 Million
0.33% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
5,652
shares
|
$1.32 Million
0.43% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
5,632
shares
|
$1.32 Million
0.38% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
5,622
shares
|
$1.32 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
5,617
shares
|
$1.31 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
5,616
shares
|
$1.31 Million
0.11% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
5,605
shares
|
$1.31 Million
0.04% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
5,585
shares
|
$1.31 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.92%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
5,582
shares
|
$1.31 Million
0.72% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
5,564
shares
|
$1.3 Million
0.06% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
5,508
shares
|
$1.29 Million
1.17% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
5,461
shares
|
$1.28 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
May 09, 2025 Q1 2025 |
5,451
shares
|
$1.28 Million
0.02% of portfolio
|
Q1 2025
Reduced 41.81%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
5,448
shares
|
$1.28 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Callahan Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,440
shares
|
$1.27 Million
0.13% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,419
shares
|
$1.27 Million
0.4% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
5,392
shares
|
$1.26 Million
0.08% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5,367
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2025
Added 158.28%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Apr 08, 2025 Q1 2025 |
5,361
shares
|
$1.26 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
5,326
shares
|
$1.25 Million
0.02% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
5,310
shares
|
$1.24 Million
0.09% of portfolio
|
Q1 2025
Reduced 54.05%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
5,285
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
5,281
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Added 17.85%
|