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 |
|---|---|---|---|---|---|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
5,771
shares
|
$1.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
5,762
shares
|
$1.3 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
5,751
shares
|
$1.3 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
5,730
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
5,717
shares
|
$1.29 Million
0.64% of portfolio
|
Q1 2025
Reduced 36.11%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
5,716
shares
|
$1.29 Million
0.46% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
5,714
shares
|
$1.29 Million
0.05% of portfolio
|
Q1 2025
Added 17.23%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
5,702
shares
|
$1.29 Million
0.06% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
5,688
shares
|
$1.28 Million
0.84% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,677
shares
|
$1.28 Million
0.33% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
5,652
shares
|
$1.28 Million
0.43% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
5,632
shares
|
$1.27 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
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
5,617
shares
|
$1.27 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
5,616
shares
|
$1.27 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
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
5,582
shares
|
$1.26 Million
0.68% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
5,564
shares
|
$1.26 Million
0.06% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
5,521
shares
|
$1.25 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
5,480
shares
|
$1.24 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
5,467
shares
|
$1.23 Million
0.53% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
5,461
shares
|
$1.23 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
May 09, 2025 Q1 2025 |
5,451
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2025
Reduced 41.81%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
5,448
shares
|
$1.23 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Callahan Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,440
shares
|
$1.23 Million
0.13% of portfolio
|
Q1 2025
Added 10.19%
|