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 |
|---|---|---|---|---|---|
|
Jericho Financial, LLP
Westerville, OH |
Jan 27, 2025 Q4 2024 |
21,859
shares
|
$4.86 Million
3.19% of portfolio
|
Q4 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
21,662
shares
|
$4.82 Million
0.09% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
21,575
shares
|
$4.8 Million
2.2% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
21,535
shares
|
$4.79 Million
0.53% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
21,510
shares
|
$4.78 Million
0.43% of portfolio
|
Q3 2023
Added 36.88%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
21,473
shares
|
$4.78 Million
0.3% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
21,402
shares
|
$4.76 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
21,301
shares
|
$4.74 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
21,103
shares
|
$4.69 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
20,990
shares
|
$4.67 Million
0.84% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
20,937
shares
|
$4.66 Million
0.12% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
20,909
shares
|
$4.65 Million
0.46% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
20,904
shares
|
$4.65 Million
0.38% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
20,782
shares
|
$4.62 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
20,758
shares
|
$4.62 Million
0.06% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
20,749
shares
|
$4.62 Million
0.33% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
20,734
shares
|
$4.61 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
20,613
shares
|
$4.58 Million
0.24% of portfolio
|
Q4 2024
Added 62.4%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
20,607
shares
|
$4.58 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
20,453
shares
|
$4.55 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
20,191
shares
|
$4.49 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Oct 28, 2024 Q3 2024 |
20,181
shares
|
$4.49 Million
2.68% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
20,160
shares
|
$4.48 Million
0.04% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
20,123
shares
|
$4.48 Million
0.82% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
20,054
shares
|
$4.46 Million
0.23% of portfolio
|
Q3 2022
Added 0.33%
|