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 334 Million shares, which have been reported (via 13F filing form) to have a value of $77.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
2,064
shares
|
$478,744
0.26% of portfolio
|
Q1 2025
Reduced 85.32%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,062
shares
|
$478,280
0.03% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
2,055
shares
|
$476,657
0.22% of portfolio
|
Q1 2023
Added 2.75%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,048
shares
|
$475,033
0.01% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,041
shares
|
$473,409
0.09% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,040
shares
|
$473,178
0.02% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
2,038
shares
|
$472,714
0.1% of portfolio
|
Q4 2024
Added 25.49%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
2,033
shares
|
$471,554
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
2,021
shares
|
$468,770
0.16% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
2,020
shares
|
$468,539
0.17% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
2,014
shares
|
$467,147
0.12% of portfolio
|
Q1 2025
Added 33.03%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
2,014
shares
|
$467,147
0.01% of portfolio
|
Q1 2025
Added 39.86%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
2,013
shares
|
$466,915
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
2,013
shares
|
$466,915
0.06% of portfolio
|
Q1 2023
Reduced 32.47%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
2,009
shares
|
$465,987
0.14% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
2,000
shares
|
$463,900
0.07% of portfolio
|
Q4 2024
Reduced 17.8%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
May 15, 2025 Q1 2025 |
1,997
shares
|
$463,204
0.01% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Baring Financial LLC
Bellingham, WA |
Apr 04, 2025 Q1 2025 |
1,996
shares
|
$462,972
0.39% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Compton Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
1,995
shares
|
$462,740
0.13% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
1,990
shares
|
$461,580
0.16% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Notis Mc Conarty Edward
|
May 06, 2025 Q1 2025 |
1,990
shares
|
$461,580
0.24% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
1,979
shares
|
$459,029
0.17% of portfolio
|
Q1 2023
Added 4.99%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
1,976
shares
|
$458,333
0.43% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
1,976
shares
|
$458,333
0.19% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,973
shares
|
$457,637
0.04% of portfolio
|
Q1 2025
Added 13.26%
|