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 |
|---|---|---|---|---|---|
|
Lecap Asset Management LTD
London, X0 |
Jan 28, 2025 Q4 2024 |
15,829
shares
|
$3.52 Million
0.87% of portfolio
|
Q4 2024
Added 25.59%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
15,767
shares
|
$3.51 Million
1.61% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Silphium Asset Management LTD
London, X0 |
Jan 30, 2025 Q3 2024 |
15,753
shares
|
$3.5 Million
1.17% of portfolio
|
Q2 2024
Added 6.68%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
15,439
shares
|
$3.43 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
15,346
shares
|
$3.41 Million
0.34% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
15,228
shares
|
$3.39 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
15,156
shares
|
$3.37 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Graphene Investments Sas
Paris, I0 |
Jan 28, 2025 Q4 2024 |
15,100
shares
|
$3.36 Million
2.1% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
15,093
shares
|
$3.36 Million
0.47% of portfolio
|
Q4 2024
Added 81.34%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2024 Q3 2024 |
15,091
shares
|
$3.36 Million
0.25% of portfolio
|
Q1 2019
New holding
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
15,088
shares
|
$3.36 Million
0.65% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
15,056
shares
|
$3.35 Million
1.47% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
15,056
shares
|
$3.35 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
15,034
shares
|
$3.34 Million
0.07% of portfolio
|
Q3 2024
Added 10.77%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
15,027
shares
|
$3.34 Million
0.03% of portfolio
|
Q4 2024
Added 11.84%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
14,986
shares
|
$3.33 Million
0.96% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
14,911
shares
|
$3.32 Million
0.02% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
14,776
shares
|
$3.29 Million
0.02% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,769
shares
|
$3.29 Million
0.03% of portfolio
|
Q3 2024
Added 22.66%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
14,764
shares
|
$3.28 Million
0.06% of portfolio
|
Q3 2024
Added 217.16%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
14,668
shares
|
$3.26 Million
2.3% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
14,644
shares
|
$3.26 Million
0.41% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
14,605
shares
|
$3.25 Million
1.12% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
14,562
shares
|
$3.24 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
14,553
shares
|
$3.24 Million
1.51% of portfolio
|
Q2 2024
Reduced 5.82%
|