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 |
|---|---|---|---|---|---|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
10,427
shares
|
$2.32 Million
0.18% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
10,424
shares
|
$2.32 Million
0.58% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
10,420
shares
|
$2.32 Million
0.96% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
10,407
shares
|
$2.31 Million
0.15% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
10,393
shares
|
$2.31 Million
0.04% of portfolio
|
Q4 2024
Reduced 29.8%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
10,372
shares
|
$2.31 Million
0.54% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
10,297
shares
|
$2.29 Million
0.51% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
10,262
shares
|
$2.28 Million
0.04% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
10,241
shares
|
$2.28 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
10,018
shares
|
$2.23 Million
0.15% of portfolio
|
Q3 2022
Added 62.26%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$2.22 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
9,992
shares
|
$2.22 Million
1.13% of portfolio
|
Q1 2024
Added 1.49%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
9,926
shares
|
$2.21 Million
0.13% of portfolio
|
Q3 2023
Reduced 2.55%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
9,896
shares
|
$2.2 Million
0.05% of portfolio
|
Q3 2024
Added 23.67%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
9,887
shares
|
$2.2 Million
0.02% of portfolio
|
Q3 2023
Reduced 8.18%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
9,845
shares
|
$2.19 Million
0.57% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
9,788
shares
|
$2.18 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
9,763
shares
|
$2.17 Million
0.2% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
|
Schulhoff & CO Inc
|
Nov 06, 2024 Q3 2024 |
9,731
shares
|
$2.16 Million
0.91% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
9,713
shares
|
$2.16 Million
0.4% of portfolio
|
Q4 2022
Added 577.34%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
9,681
shares
|
$2.15 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Nov 07, 2024 Q3 2024 |
9,668
shares
|
$2.15 Million
1.3% of portfolio
|
Q2 2024
Reduced 11.57%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,661
shares
|
$2.15 Million
0.06% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
9,634
shares
|
$2.14 Million
0.03% of portfolio
|
Q3 2024
Added 21.55%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
9,595
shares
|
$2.13 Million
1.76% of portfolio
|
Q3 2022
New holding
|