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 2,521 institutions that hold shares in the stock, with a total of 338 Million shares, which have been reported (via 13F filing form) to have a value of $72.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,173
shares
|
$468,629
0.09% of portfolio
|
Q4 2023
Reduced 1.59%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,168
shares
|
$467,550
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
2,167
shares
|
$467,335
0.16% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
2,164
shares
|
$466,688
0.18% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
2,161
shares
|
$466,041
0.29% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Mps Loria Financial Planners, LLC
|
Jul 29, 2025 Q2 2025 |
2,157
shares
|
$465,178
0.15% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
2,156
shares
|
$464,962
0.18% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
2,155
shares
|
$464,747
0.06% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
2,149
shares
|
$463,453
0.1% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
2,144
shares
|
$462,375
0.16% of portfolio
|
Q2 2025
Reduced 50.07%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
2,139
shares
|
$461,296
0.24% of portfolio
|
Q2 2025
Reduced 25.78%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,135
shares
|
$460,434
0.11% of portfolio
|
Q4 2024
Reduced 75.54%
|
|
|
Ocean Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
2,125
shares
|
$458,277
0.11% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,121
shares
|
$457,414
0.02% of portfolio
|
Q3 2022
Added 13.91%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
2,120
shares
|
$457,199
0.05% of portfolio
|
Q2 2025
Added 20.52%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,113
shares
|
$455,689
0.1% of portfolio
|
Q2 2025
Added 346.72%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,112
shares
|
$455,473
0.02% of portfolio
|
Q4 2023
Reduced 41.35%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
2,109
shares
|
$454,826
0.42% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
2,102
shares
|
$453,317
0.04% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
2,100
shares
|
$452,886
0.25% of portfolio
|
Q3 2021
Reduced 48.78%
|
|
|
Merrion Investment Management Co, LLC
|
Aug 07, 2025 Q2 2025 |
2,100
shares
|
$452,886
0.33% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,092
shares
|
$451,160
0.17% of portfolio
|
Q2 2025
Reduced 27.29%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
2,090
shares
|
$450,729
0.04% of portfolio
|
Q2 2025
Added 122.58%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
2,085
shares
|
$449,651
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
2,081
shares
|
$448,788
0.19% of portfolio
|
Q2 2025
Added 1.27%
|