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 2,453 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 $75.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,273
shares
|
$287,379
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
1,272
shares
|
$287,154
0.06% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
1,270
shares
|
$286,702
0.01% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
1,269
shares
|
$286,476
0.06% of portfolio
|
Q1 2025
Reduced 18.5%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,259
shares
|
$284,219
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
1,251
shares
|
$282,413
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
1,250
shares
|
$282,187
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
1,244
shares
|
$280,833
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
1,243
shares
|
$280,607
0.1% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
1,240
shares
|
$279,930
0.03% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,240
shares
|
$279,930
0.08% of portfolio
|
Q1 2025
Reduced 23.03%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
1,237
shares
|
$279,252
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
1,237
shares
|
$279,252
0.14% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
1,236
shares
|
$279,027
0.07% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
1,235
shares
|
$278,801
0.02% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
1,234
shares
|
$278,575
0.11% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
1,233
shares
|
$278,349
0.0% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,231
shares
|
$277,898
0.13% of portfolio
|
Q2 2025
Reduced 22.09%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,231
shares
|
$277,898
0.04% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
1,231
shares
|
$277,898
0.07% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
1,229
shares
|
$277,446
0.06% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
1,226
shares
|
$276,769
0.25% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
1,225
shares
|
$276,543
0.05% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Apr 23, 2025 Q1 2025 |
1,225
shares
|
$276,543
0.29% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
1,225
shares
|
$276,543
0.12% of portfolio
|
Q1 2025
Reduced 1.05%
|