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 |
|---|---|---|---|---|---|
|
Buckley Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
3,097
shares
|
$725,038
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
3,090
shares
|
$723,399
0.18% of portfolio
|
Q1 2020
Reduced 13.69%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,084
shares
|
$721,995
0.03% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
3,071
shares
|
$718,951
0.04% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
3,063
shares
|
$717,078
0.24% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
3,050
shares
|
$714,035
0.13% of portfolio
|
Q1 2023
Reduced 6.15%
|
|
|
Meyer Handelman CO
|
Apr 08, 2025 Q1 2025 |
3,050
shares
|
$714,035
0.02% of portfolio
|
Q1 2024
Reduced 4.69%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
3,042
shares
|
$712,162
0.04% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Seneca House Advisors
|
Apr 11, 2025 Q1 2025 |
3,042
shares
|
$712,162
0.31% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
May 14, 2025 Q1 2025 |
3,034
shares
|
$710,289
0.0% of portfolio
|
Q4 2024
Reduced 62.48%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
3,024
shares
|
$707,948
0.04% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
3,022
shares
|
$707,480
0.09% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
3,016
shares
|
$706,075
0.11% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
3,010
shares
|
$704,671
0.41% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
3,000
shares
|
$702,330
0.37% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
2,988
shares
|
$699,520
0.3% of portfolio
|
Q1 2025
Reduced 73.29%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,987
shares
|
$699,286
0.19% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
2,976
shares
|
$696,711
0.36% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
2,970
shares
|
$695,306
0.03% of portfolio
|
Q2 2024
Added 5.92%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
2,959
shares
|
$692,731
0.24% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
2,956
shares
|
$692,029
0.09% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
2,935
shares
|
$687,112
0.06% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
2,935
shares
|
$687,112
0.04% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Apr 22, 2025 Q1 2025 |
2,934
shares
|
$686,878
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,932
shares
|
$686,410
0.21% of portfolio
|
Q1 2025
Reduced 0.68%
|