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 |
---|---|---|---|---|---|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
4,405
shares
|
$994,208
0.05% of portfolio
|
Q1 2025
Added 21.12%
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
4,401
shares
|
$993,305
0.08% of portfolio
|
Q4 2024
Added 1.62%
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jul 09, 2025 Q2 2025 |
4,390
shares
|
$990,823
0.55% of portfolio
|
Q4 2024
Added 0.11%
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
4,384
shares
|
$989,468
0.17% of portfolio
|
Q1 2024
New holding
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
4,375
shares
|
$987,437
0.04% of portfolio
|
Q1 2025
Added 12.38%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
4,368
shares
|
$985,857
0.1% of portfolio
|
Q1 2025
Added 0.92%
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,359
shares
|
$983,826
0.08% of portfolio
|
Q1 2025
Added 7.98%
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
4,351
shares
|
$982,020
0.38% of portfolio
|
Q2 2024
Added 29.84%
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
4,348
shares
|
$981,343
0.08% of portfolio
|
Q2 2025
Added 75.61%
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
4,344
shares
|
$980,440
0.05% of portfolio
|
Q1 2025
Added 120.06%
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
4,340
shares
|
$979,538
0.94% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
Impact Investors, Inc
San Francisco, CA |
Apr 25, 2025 Q1 2025 |
4,304
shares
|
$971,412
0.78% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
4,303
shares
|
$971,187
0.48% of portfolio
|
Q2 2025
Added 2.8%
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
4,294
shares
|
$969,155
0.23% of portfolio
|
Q1 2025
Added 100.65%
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
4,287
shares
|
$967,575
0.09% of portfolio
|
Q1 2025
Added 12.73%
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
4,285
shares
|
$967,124
0.07% of portfolio
|
Q1 2025
Added 7.04%
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
4,263
shares
|
$962,159
0.1% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
4,260
shares
|
$961,482
0.11% of portfolio
|
Q4 2021
New holding
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
4,256
shares
|
$960,579
0.22% of portfolio
|
Q1 2024
Added 1.19%
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
4,250
shares
|
$959,225
0.01% of portfolio
|
Q4 2024
Reduced 8.58%
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Apr 16, 2025 Q1 2025 |
4,234
shares
|
$955,613
0.96% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
4,229
shares
|
$954,485
0.35% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
4,222
shares
|
$952,905
0.14% of portfolio
|
Q1 2025
Added 2.65%
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,207
shares
|
$949,519
0.02% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
4,199
shares
|
$947,714
0.13% of portfolio
|
Q1 2025
Reduced 0.36%
|