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 |
|---|---|---|---|---|---|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
17,058
shares
|
$3.79 Million
0.05% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
17,000
shares
|
$3.78 Million
3.43% of portfolio
|
Q1 2024
New holding
|
|
|
Natixis Investment Managers International
Paris, I0 |
Nov 13, 2024 Q3 2024 |
16,978
shares
|
$3.78 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
16,941
shares
|
$3.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
16,795
shares
|
$3.74 Million
0.86% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
16,679
shares
|
$3.71 Million
0.02% of portfolio
|
Q3 2024
Reduced 26.12%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
16,671
shares
|
$3.71 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
16,620
shares
|
$3.7 Million
0.06% of portfolio
|
Q4 2024
Added 45.34%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
16,597
shares
|
$3.69 Million
0.23% of portfolio
|
Q4 2024
Added 22.06%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
16,594
shares
|
$3.69 Million
1.62% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
16,581
shares
|
$3.69 Million
0.03% of portfolio
|
Q3 2024
Added 18.6%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
16,578
shares
|
$3.69 Million
0.19% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
16,470
shares
|
$3.66 Million
0.03% of portfolio
|
Q3 2024
Added 19.64%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
16,445
shares
|
$3.66 Million
0.83% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
16,363
shares
|
$3.64 Million
1.67% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
16,335
shares
|
$3.63 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Scott & Selber, Inc.
|
Nov 01, 2024 Q3 2024 |
16,334
shares
|
$3.63 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
16,234
shares
|
$3.61 Million
0.08% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
16,137
shares
|
$3.59 Million
0.13% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
16,112
shares
|
$3.58 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
16,084
shares
|
$3.58 Million
0.1% of portfolio
|
Q3 2024
Added 25.3%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,056
shares
|
$3.57 Million
0.5% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
16,005
shares
|
$3.56 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
15,966
shares
|
$3.55 Million
0.09% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
15,943
shares
|
$3.55 Million
0.04% of portfolio
|
Q3 2024
New holding
|