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 |
|---|---|---|---|---|---|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
7,486
shares
|
$1.67 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
7,472
shares
|
$1.66 Million
0.05% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
7,456
shares
|
$1.66 Million
0.14% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
7,428
shares
|
$1.65 Million
0.42% of portfolio
|
Q4 2024
Added 20.96%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
7,422
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
7,380
shares
|
$1.64 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
7,357
shares
|
$1.64 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
7,332
shares
|
$1.63 Million
0.28% of portfolio
|
Q3 2023
Reduced 4.87%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
7,314
shares
|
$1.63 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 04, 2024 Q3 2024 |
7,312
shares
|
$1.63 Million
0.38% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
7,300
shares
|
$1.62 Million
0.58% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
7,289
shares
|
$1.62 Million
0.13% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
7,276
shares
|
$1.62 Million
0.35% of portfolio
|
Q3 2024
Added 21.96%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
7,255
shares
|
$1.61 Million
0.11% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
7,235
shares
|
$1.61 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
7,207
shares
|
$1.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
7,205
shares
|
$1.6 Million
0.18% of portfolio
|
Q3 2024
Added 335.08%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
7,201
shares
|
$1.6 Million
0.24% of portfolio
|
Q3 2024
Reduced 41.72%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
7,189
shares
|
$1.6 Million
0.1% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
7,187
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.92%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
7,147
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
7,132
shares
|
$1.59 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
7,120
shares
|
$1.58 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
7,105
shares
|
$1.58 Million
0.2% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,105
shares
|
$1.58 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.36%
|