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 |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
2,582
shares
|
$582,757
0.06% of portfolio
|
Q1 2025
Added 148.99%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
2,582
shares
|
$582,757
0.06% of portfolio
|
Q4 2024
Reduced 12.27%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
2,575
shares
|
$581,177
0.05% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
May 19, 2025 Q1 2025 |
2,574
shares
|
$580,951
0.23% of portfolio
|
Q1 2025
Added 21.88%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
2,571
shares
|
$580,274
0.38% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Cinctive Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
2,570
shares
|
$580,049
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
2,567
shares
|
$579,371
0.11% of portfolio
|
Q1 2025
Added 22.47%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
2,546
shares
|
$574,632
0.03% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
2,545
shares
|
$574,406
0.22% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
2,542
shares
|
$573,729
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
2,539
shares
|
$573,052
0.1% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
2,536
shares
|
$572,375
0.08% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
2,530
shares
|
$571,021
0.11% of portfolio
|
Q1 2025
Added 24.08%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
2,529
shares
|
$570,795
0.22% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,524
shares
|
$569,666
0.17% of portfolio
|
Q1 2023
Added 0.36%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,519
shares
|
$568,538
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
2,513
shares
|
$567,184
0.04% of portfolio
|
Q2 2025
Reduced 23.29%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
2,507
shares
|
$565,829
0.04% of portfolio
|
Q1 2025
Added 80.75%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,505
shares
|
$565,378
0.4% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
2,500
shares
|
$564,250
0.07% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,495
shares
|
$563,121
0.05% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,492
shares
|
$562,444
0.02% of portfolio
|
Q1 2025
Reduced 42.58%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
2,492
shares
|
$562,444
0.06% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
2,490
shares
|
$561,993
0.25% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
2,487
shares
|
$561,315
0.39% of portfolio
|
Q1 2025
Added 1.39%
|