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 2,483 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $69.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
2,180
shares
|
$455,990
0.04% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,173
shares
|
$454,526
0.09% of portfolio
|
Q4 2023
Reduced 1.59%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
2,164
shares
|
$452,643
0.05% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
2,164
shares
|
$452,643
0.16% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
2,156
shares
|
$450,970
0.11% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
2,149
shares
|
$449,506
0.15% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,148
shares
|
$449,297
0.04% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2025 Q3 2025 |
2,148
shares
|
$449,297
0.08% of portfolio
|
Q3 2025
Added 18.35%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
2,137
shares
|
$446,996
0.04% of portfolio
|
Q3 2025
Added 96.06%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,135
shares
|
$446,577
0.11% of portfolio
|
Q4 2024
Reduced 75.54%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,121
shares
|
$443,649
0.02% of portfolio
|
Q3 2022
Added 13.91%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,112
shares
|
$441,767
0.02% of portfolio
|
Q4 2023
Reduced 41.35%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Oct 28, 2025 Q3 2025 |
2,109
shares
|
$441,139
0.36% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
2,106
shares
|
$440,512
0.04% of portfolio
|
Q3 2025
Reduced 29.8%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
2,106
shares
|
$440,512
0.16% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
2,104
shares
|
$440,093
0.21% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
2,100
shares
|
$439,257
0.25% of portfolio
|
Q3 2021
Reduced 48.78%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
2,100
shares
|
$439,257
0.28% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
2,098
shares
|
$438,838
0.13% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,092
shares
|
$437,583
0.15% of portfolio
|
Q2 2025
Reduced 27.29%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
2,088
shares
|
$436,746
0.08% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,081
shares
|
$435,282
0.17% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
2,078
shares
|
$434,655
0.05% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
2,068
shares
|
$432,563
0.1% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
2,067
shares
|
$432,354
0.08% of portfolio
|
Q3 2025
Reduced 3.82%
|
|