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 |
|---|---|---|---|---|---|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
5,955
shares
|
$1.32 Million
0.81% of portfolio
|
Q1 2022
Reduced 0.08%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
5,947
shares
|
$1.32 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,899
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
5,887
shares
|
$1.31 Million
0.48% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
5,871
shares
|
$1.31 Million
0.18% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
5,870
shares
|
$1.31 Million
0.06% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
5,844
shares
|
$1.3 Million
0.33% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
5,803
shares
|
$1.29 Million
0.24% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,788
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2022
Added 242.69%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
5,777
shares
|
$1.28 Million
0.16% of portfolio
|
Q3 2023
Reduced 2.53%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
5,723
shares
|
$1.27 Million
0.47% of portfolio
|
Q1 2024
Added 2.69%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
5,722
shares
|
$1.27 Million
0.5% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
5,712
shares
|
$1.27 Million
0.52% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
5,677
shares
|
$1.26 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
5,675
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.95%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
5,645
shares
|
$1.26 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
5,640
shares
|
$1.25 Million
0.24% of portfolio
|
Q3 2024
Reduced 45.86%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
5,633
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
5,627
shares
|
$1.25 Million
0.08% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
5,600
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
5,599
shares
|
$1.25 Million
0.53% of portfolio
|
Q4 2024
Added 57.81%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,588
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,587
shares
|
$1.24 Million
0.08% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,586
shares
|
$1.24 Million
0.05% of portfolio
|
Q2 2024
Added 24.35%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
5,580
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2024
Added 7.29%
|