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 2,201 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 $67.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
6,669
shares
|
$1.48 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
6,662
shares
|
$1.48 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
6,650
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
6,631
shares
|
$1.47 Million
0.24% of portfolio
|
Q4 2022
Reduced 2.86%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
6,618
shares
|
$1.47 Million
0.25% of portfolio
|
Q3 2024
Added 15.46%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
6,577
shares
|
$1.46 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
6,567
shares
|
$1.46 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
6,557
shares
|
$1.46 Million
1.39% of portfolio
|
Q3 2022
Reduced 2.24%
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,549
shares
|
$1.46 Million
1.08% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
6,531
shares
|
$1.45 Million
0.15% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
6,528
shares
|
$1.45 Million
0.67% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,526
shares
|
$1.45 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
6,522
shares
|
$1.45 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
6,506
shares
|
$1.45 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
6,500
shares
|
$1.45 Million
0.1% of portfolio
|
Q3 2024
Added 41.3%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
6,499
shares
|
$1.45 Million
0.43% of portfolio
|
Q2 2024
Added 20.04%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
6,488
shares
|
$1.44 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
6,452
shares
|
$1.44 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
6,452
shares
|
$1.44 Million
0.21% of portfolio
|
Q3 2024
Added 16.61%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
6,424
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.48%
|
|
|
Mcdaniel Terry & CO
|
Oct 23, 2024 Q3 2024 |
6,400
shares
|
$1.42 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
6,385
shares
|
$1.42 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
6,354
shares
|
$1.41 Million
0.12% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,339
shares
|
$1.41 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 29, 2025 Q4 2024 |
6,324
shares
|
$1.41 Million
0.11% of portfolio
|
Q4 2024
New holding
|