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 |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
4,642
shares
|
$1.05 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
4,626
shares
|
$1.04 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
4,626
shares
|
$1.04 Million
1.04% of portfolio
|
Q1 2025
Added 49.03%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
4,624
shares
|
$1.04 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,620
shares
|
$1.04 Million
0.06% of portfolio
|
Q4 2022
Reduced 2.65%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
4,614
shares
|
$1.04 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
4,609
shares
|
$1.04 Million
1.37% of portfolio
|
Q4 2022
Added 3.71%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
4,600
shares
|
$1.04 Million
0.08% of portfolio
|
Q1 2024
Reduced 55.34%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
4,598
shares
|
$1.04 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
4,595
shares
|
$1.04 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
4,591
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2023
Added 1.5%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
4,590
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
4,572
shares
|
$1.03 Million
0.26% of portfolio
|
Q1 2025
Added 77.0%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,561
shares
|
$1.03 Million
0.18% of portfolio
|
Q2 2022
Added 25.89%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
4,561
shares
|
$1.03 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
4,560
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,559
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 8.34%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
4,550
shares
|
$1.03 Million
0.28% of portfolio
|
Q1 2022
Added 28.17%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,531
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
4,527
shares
|
$1.02 Million
0.14% of portfolio
|
Q1 2025
Added 15.87%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4,512
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2025
Reduced 21.91%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
4,415
shares
|
$996,465
0.39% of portfolio
|
Q1 2025
Added 62.02%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,414
shares
|
$996,239
0.19% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,411
shares
|
$995,562
0.48% of portfolio
|
Q1 2025
Reduced 43.64%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
4,407
shares
|
$994,659
0.07% of portfolio
|
Q1 2025
Reduced 0.97%
|