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 |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
4,687
shares
|
$982,160
0.25% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,677
shares
|
$980,065
0.12% of portfolio
|
Q3 2024
Added 29.95%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,669
shares
|
$978,388
0.14% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
4,664
shares
|
$977,341
0.53% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
4,663
shares
|
$977,131
0.05% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
4,649
shares
|
$974,197
0.01% of portfolio
|
Q3 2024
Added 81.32%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
4,639
shares
|
$972,102
0.6% of portfolio
|
Q4 2024
Added 35.76%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,620
shares
|
$968,121
0.06% of portfolio
|
Q4 2022
Reduced 2.65%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
4,609
shares
|
$965,815
1.37% of portfolio
|
Q4 2022
Added 3.71%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
4,600
shares
|
$963,930
0.08% of portfolio
|
Q1 2024
Reduced 55.34%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
4,591
shares
|
$962,044
0.03% of portfolio
|
Q1 2023
Added 1.5%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
4,590
shares
|
$961,834
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
4,584
shares
|
$960,577
0.14% of portfolio
|
Q4 2024
Added 43.38%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
4,575
shares
|
$958,691
0.1% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
4,571
shares
|
$957,853
0.54% of portfolio
|
Q1 2024
Reduced 2.19%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,561
shares
|
$955,757
0.18% of portfolio
|
Q2 2022
Added 25.89%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
4,559
shares
|
$955,338
0.2% of portfolio
|
Q4 2024
Added 26.18%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
4,552
shares
|
$953,871
0.09% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
4,552
shares
|
$953,871
0.12% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
4,550
shares
|
$953,452
0.18% of portfolio
|
Q1 2022
Added 28.17%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
4,540
shares
|
$951,357
0.9% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Gpm Growth Investors, Inc.
|
Nov 08, 2024 Q3 2024 |
4,523
shares
|
$947,794
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
4,498
shares
|
$942,555
0.04% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
4,466
shares
|
$935,850
0.06% of portfolio
|
Q3 2024
Added 21.36%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
4,466
shares
|
$935,850
0.06% of portfolio
|
Q3 2024
New holding
|