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 |
|---|---|---|---|---|---|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
2,691
shares
|
$607,358
0.06% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
2,691
shares
|
$607,358
0.24% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
2,687
shares
|
$606,455
0.15% of portfolio
|
Q4 2024
Reduced 15.42%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
2,685
shares
|
$606,004
0.01% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,676
shares
|
$603,973
0.08% of portfolio
|
Q2 2024
Reduced 6.69%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
2,673
shares
|
$603,296
0.16% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
2,673
shares
|
$603,296
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
2,667
shares
|
$601,941
0.05% of portfolio
|
Q3 2022
Added 1.33%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
2,660
shares
|
$600,362
0.33% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Jennison Associates LLC
|
May 02, 2025 Q1 2025 |
2,657
shares
|
$599,684
0.0% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
2,650
shares
|
$598,105
0.29% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
2,646
shares
|
$597,202
0.52% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,643
shares
|
$596,525
0.07% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
2,639
shares
|
$595,622
0.14% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,639
shares
|
$595,622
0.51% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,639
shares
|
$595,622
0.07% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,631
shares
|
$593,816
0.01% of portfolio
|
Q2 2025
Added 129.38%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
2,620
shares
|
$591,334
0.07% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Tributary Capital Management, LLC
|
May 02, 2025 Q1 2025 |
2,615
shares
|
$590,205
0.05% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
2,613
shares
|
$589,754
0.07% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
2,608
shares
|
$588,625
0.01% of portfolio
|
Q1 2025
Added 252.43%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
2,604
shares
|
$587,722
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
2,603
shares
|
$587,497
0.4% of portfolio
|
Q2 2024
Reduced 11.13%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
2,598
shares
|
$586,368
0.74% of portfolio
|
Q1 2024
Reduced 20.06%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
2,590
shares
|
$584,563
0.54% of portfolio
|
Q1 2025
Reduced 13.38%
|