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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
3,139
shares
|
$708,472
0.01% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
3,134
shares
|
$707,343
0.06% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
3,133
shares
|
$707,118
0.06% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
3,121
shares
|
$704,409
0.07% of portfolio
|
Q2 2025
Added 102.01%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
3,117
shares
|
$703,506
0.43% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,114
shares
|
$702,829
0.05% of portfolio
|
Q2 2022
Added 1.53%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,108
shares
|
$701,475
0.09% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
May 14, 2025 Q1 2025 |
3,100
shares
|
$699,670
0.07% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
3,098
shares
|
$699,218
0.06% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Buckley Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
3,097
shares
|
$698,992
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
3,090
shares
|
$697,413
0.18% of portfolio
|
Q1 2020
Reduced 13.69%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,084
shares
|
$696,058
0.03% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
3,080
shares
|
$695,156
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
3,071
shares
|
$693,124
0.03% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
3,068
shares
|
$692,447
0.27% of portfolio
|
Q2 2025
Added 80.36%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
3,063
shares
|
$691,319
0.24% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
3,055
shares
|
$689,513
0.05% of portfolio
|
Q2 2025
Reduced 14.71%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
3,052
shares
|
$688,836
0.95% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
3,050
shares
|
$688,385
0.13% of portfolio
|
Q1 2023
Reduced 6.15%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
3,042
shares
|
$686,579
0.04% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
3,036
shares
|
$685,225
0.15% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
3,035
shares
|
$684,999
0.31% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
May 14, 2025 Q1 2025 |
3,034
shares
|
$684,773
0.0% of portfolio
|
Q4 2024
Reduced 62.48%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
3,022
shares
|
$682,065
0.09% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
3,016
shares
|
$680,711
0.11% of portfolio
|
Q4 2024
Added 0.03%
|