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 333 Million shares, which have been reported (via 13F filing form) to have a value of $76.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
1,808
shares
|
$415,604
0.05% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,803
shares
|
$414,455
0.02% of portfolio
|
Q4 2024
Added 32.87%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
1,800
shares
|
$413,766
0.02% of portfolio
|
Q3 2024
Added 38.46%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,799
shares
|
$413,536
0.11% of portfolio
|
Q2 2022
Added 25.45%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
1,799
shares
|
$413,536
0.01% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
1,792
shares
|
$411,927
0.04% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
1,791
shares
|
$411,697
0.17% of portfolio
|
Q2 2021
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
1,781
shares
|
$409,398
0.05% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,780
shares
|
$409,168
0.17% of portfolio
|
Q1 2025
Reduced 11.18%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
1,775
shares
|
$408,019
0.04% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
1,763
shares
|
$405,260
0.1% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
1,760
shares
|
$404,571
0.1% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
1,760
shares
|
$404,571
0.2% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
1,759
shares
|
$404,341
0.04% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
1,759
shares
|
$404,341
0.04% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
1,757
shares
|
$403,881
0.07% of portfolio
|
Q1 2025
Added 30.83%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
1,756
shares
|
$403,651
0.12% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
1,754
shares
|
$403,191
0.19% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
1,753
shares
|
$402,962
0.07% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,752
shares
|
$402,732
0.03% of portfolio
|
Q4 2023
Reduced 0.34%
|
|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
1,740
shares
|
$399,973
0.08% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Yarbrough Capital, LLC
|
Apr 14, 2025 Q1 2025 |
1,735
shares
|
$398,824
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
1,732
shares
|
$398,134
0.21% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Forest Hill Capital, LLC
Little Rock, AR |
May 15, 2025 Q1 2025 |
1,730
shares
|
$397,675
0.3% of portfolio
|
Q4 2020
Reduced 49.21%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
1,729
shares
|
$397,445
0.16% of portfolio
|
Q1 2025
New holding
|