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 2,455 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 $76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ocean Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
2,122
shares
|
$486,574
0.12% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,121
shares
|
$486,345
0.02% of portfolio
|
Q3 2022
Added 13.91%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
2,116
shares
|
$485,198
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,112
shares
|
$484,281
0.02% of portfolio
|
Q4 2023
Reduced 41.35%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
2,111
shares
|
$484,052
0.06% of portfolio
|
Q2 2024
Reduced 8.38%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
2,100
shares
|
$481,530
0.25% of portfolio
|
Q3 2021
Reduced 48.78%
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
2,100
shares
|
$481,530
0.36% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
2,098
shares
|
$481,071
0.34% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,092
shares
|
$479,695
0.17% of portfolio
|
Q2 2025
Reduced 27.29%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
2,081
shares
|
$477,173
0.19% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Argus Investors' Counsel, Inc.
|
Apr 16, 2025 Q1 2025 |
2,078
shares
|
$476,485
0.38% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
2,078
shares
|
$476,485
0.06% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
2,064
shares
|
$473,275
0.26% of portfolio
|
Q1 2025
Reduced 85.32%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,062
shares
|
$472,816
0.03% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,060
shares
|
$472,358
0.09% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
2,050
shares
|
$470,065
0.35% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,048
shares
|
$469,606
0.01% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,041
shares
|
$468,001
0.09% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,040
shares
|
$467,772
0.02% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
2,033
shares
|
$466,166
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
2,021
shares
|
$463,415
0.16% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
2,020
shares
|
$463,186
0.17% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
2,014
shares
|
$461,810
0.12% of portfolio
|
Q1 2025
Added 33.03%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
2,014
shares
|
$461,810
0.01% of portfolio
|
Q1 2025
Added 39.86%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
2,013
shares
|
$461,580
0.07% of portfolio
|
Q2 2022
New holding
|