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 |
|---|---|---|---|---|---|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
6,311
shares
|
$1.4 Million
0.55% of portfolio
|
Q2 2024
Reduced 6.96%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
6,302
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 87.75%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
6,281
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 52.63%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
6,263
shares
|
$1.39 Million
0.47% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
6,185
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
6,180
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2024
Added 23.3%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 22, 2024 Q3 2024 |
6,161
shares
|
$1.37 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
6,150
shares
|
$1.37 Million
1.49% of portfolio
|
Q3 2023
Reduced 8.21%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
6,144
shares
|
$1.37 Million
0.4% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
6,119
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
6,117
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
6,101
shares
|
$1.36 Million
0.06% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
6,061
shares
|
$1.35 Million
0.53% of portfolio
|
Q3 2024
Added 125.82%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
6,060
shares
|
$1.35 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,050
shares
|
$1.35 Million
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,050
shares
|
$1.35 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
6,013
shares
|
$1.34 Million
0.99% of portfolio
|
Q2 2022
Reduced 12.89%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
6,011
shares
|
$1.34 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
6,006
shares
|
$1.34 Million
0.88% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
6,001
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2024
Added 31.05%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
6,001
shares
|
$1.33 Million
0.17% of portfolio
|
Q4 2024
Added 12.8%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
5,981
shares
|
$1.33 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
5,976
shares
|
$1.33 Million
0.06% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,968
shares
|
$1.33 Million
0.08% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
5,957
shares
|
$1.33 Million
0.09% of portfolio
|
Q3 2024
Added 18.1%
|