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 2,203 institutions that hold shares in the stock, with a total of 324 Million shares, which have been reported (via 13F filing form) to have a value of $72.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
26,690
shares
|
$5.94 Million
0.03% of portfolio
|
Q2 2023
Reduced 45.17%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
26,461
shares
|
$5.89 Million
0.93% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
26,411
shares
|
$5.87 Million
0.14% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
26,355
shares
|
$5.86 Million
1.75% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
26,046
shares
|
$5.79 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
26,022
shares
|
$5.79 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
25,971
shares
|
$5.78 Million
1.04% of portfolio
|
Q3 2024
Added 15.25%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
25,923
shares
|
$5.77 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
25,703
shares
|
$5.72 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
25,648
shares
|
$5.7 Million
1.12% of portfolio
|
Q3 2022
Reduced 0.43%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
25,442
shares
|
$5.66 Million
0.16% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
25,400
shares
|
$5.65 Million
0.04% of portfolio
|
Q3 2024
Added 58.61%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
24,932
shares
|
$5.55 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
24,886
shares
|
$5.54 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
24,850
shares
|
$5.53 Million
0.1% of portfolio
|
Q3 2024
Added 123.29%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2024 Q3 2024 |
24,694
shares
|
$5.49 Million
3.53% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
24,420
shares
|
$5.43 Million
2.59% of portfolio
|
Q2 2024
Added 2.3%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
24,400
shares
|
$5.43 Million
0.04% of portfolio
|
Q3 2022
Added 1132.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
24,208
shares
|
$5.38 Million
0.09% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Denali Advisors LLC
|
Nov 13, 2024 Q3 2024 |
24,202
shares
|
$5.38 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
24,160
shares
|
$5.37 Million
0.36% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
24,115
shares
|
$5.36 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
23,948
shares
|
$5.33 Million
2.62% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
23,948
shares
|
$5.33 Million
0.09% of portfolio
|
Q3 2024
Reduced 42.83%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
23,719
shares
|
$5.28 Million
0.6% of portfolio
|
Q2 2024
Reduced 3.69%
|