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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,394
shares
|
$2.76 Million
0.04% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
12,253
shares
|
$2.73 Million
0.04% of portfolio
|
Q3 2024
Added 39.95%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
12,147
shares
|
$2.7 Million
0.05% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
12,086
shares
|
$2.69 Million
1.69% of portfolio
|
Q3 2024
Added 502.79%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
12,079
shares
|
$2.69 Million
0.12% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
11,958
shares
|
$2.66 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
11,953
shares
|
$2.66 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
11,947
shares
|
$2.66 Million
0.02% of portfolio
|
Q2 2022
Added 0.56%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
11,922
shares
|
$2.65 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
11,847
shares
|
$2.64 Million
0.3% of portfolio
|
Q1 2024
Added 2.76%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
11,815
shares
|
$2.63 Million
0.85% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
11,805
shares
|
$2.63 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
11,797
shares
|
$2.62 Million
0.67% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
11,793
shares
|
$2.62 Million
0.25% of portfolio
|
Q4 2024
Added 10.11%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
11,757
shares
|
$2.62 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
11,680
shares
|
$2.6 Million
0.16% of portfolio
|
Q3 2024
Added 519.96%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
11,663
shares
|
$2.59 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
11,641
shares
|
$2.59 Million
0.62% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
11,633
shares
|
$2.59 Million
0.97% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
11,631
shares
|
$2.59 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
11,611
shares
|
$2.58 Million
0.32% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
11,579
shares
|
$2.58 Million
0.54% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
11,574
shares
|
$2.57 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
11,522
shares
|
$2.56 Million
0.26% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
11,513
shares
|
$2.56 Million
0.19% of portfolio
|
Q4 2024
Added 6.37%
|