Waste Management Inc

Exchange: NYSE
Industry: Refuse Systems
SEC CIK: 0000823768

SEC filings (opens in a new tab)

In the last 90 days, Waste Management Inc insiders filed 0 open-market purchases and 1 sale; 2,378 institutions reported holding it in 13F filings for Q2 2026, worth $74.1B in total; Gates Foundation Trust is the only superinvestor holding it.

13F holders, Q1 2024

Institutional positions in Waste Management Inc as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders: 1,976; +130 vs. Q4 2023
Shares held: 326.1M; +812.3K (+0.2%) vs. Q4 2023
Total value: $69.3B; +$11.1B (+19.0%) vs. Q4 2023
New holders: 220; 679 more added
Sold out: 90; 774 more reduced

29 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2024: 1,976 institutions

Value heldQ1 2024: $69.3B

Institutions holding WM and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,378	$74.1B
Q1 2026	2,375	$75.7B
Q4 2025	2,325	$72.1B
Q3 2025	2,180	$70.8B
Q2 2025	2,234	$74.6B
Q1 2025	2,207	$75.2B
Q4 2024	2,134	$66.0B
Q3 2024	1,999	$66.7B
Q2 2024	2,007	$69.2B
Q1 2024	1,976	$69.3B
Q4 2023	1,875	$58.4B
Q3 2023	1,751	$49.5B
Q2 2023	1,775	$56.4B
Q1 2023	1,737	$53.7B
Q4 2022	1,741	$51.1B
Q3 2022	1,695	$52.8B
Q2 2022	1,678	$47.7B
Q1 2022	1,665	$49.8B
Q4 2021	1,700	$52.8B
Q3 2021	1,551	$47.1B
Q2 2021	1,526	$44.4B
Q1 2021	1,493	$41.1B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q4 2023.

Institutions holding WM in Q1 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Strengthening Families & Communities, LLC	2	$0	0.00%	+2	New
Blume Capital Management, Inc.	0	$3	0.00%	0	Unchanged
WFA Asset Management Corp	0	$52	0.00%	0	Unchanged
Mowery & Schoenfeld Wealth Management, LLC	1	$214	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	2	$426	0.00%	−15−88.2%	Reduced
Tfo-TDC, LLC	2	$426	0.00%	00.0%	Unchanged
Orion Capital Management LLC	2	$426	0.00%	00.0%	Unchanged
Activest Wealth Management	3	$639	0.00%	00.0%	Unchanged
Atlas Capital Advisors LLC	5	$1.06K	0.00%	00.0%	Unchanged
Tidemark, LLC	5	$1.07K	0.00%	+5	New
Carmichael Hill & Associates, Inc.	7	$1.49K	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	7	$1.49K	0.00%	00.0%	Unchanged
RFP Financial Group LLC	8	$1.71K	0.00%	+8	New
Clear Investment Research, LLC	9	$1.92K	0.00%	+3+50.0%	Added
HighMark Wealth Management LLC	12	$2.56K	0.00%	+12	New
Global Assets Advisory, LLC	550,312	$2.58K	0.12%	+550,312	New
American Capital Advisory, LLC	18	$2.94K	0.00%	−48−72.7%	Reduced
Global Wealth Strategies & Associates	14	$2.98K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	14	$2.98K	0.00%	+14	New
Bear Mountain Capital, Inc.	15	$3.09K	0.00%	00.0%	Unchanged
Frank, Rimerman Advisors LLC	15	$3.20K	0.00%	00.0%	Unchanged
Park Place Capital Corp	18	$3.84K	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	20	$4.20K	0.00%	00.0%	Unchanged
VisionPoint Advisory Group, LLC	21	$4.48K	0.00%	00.0%	Unchanged
Core Wealth Advisors, Inc.	22	$4.69K	0.00%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	23	$4.80K	0.00%	+1+4.5%	Added
Davis Capital Management	23	$4.90K	0.00%	00.0%	Unchanged
Frazier Financial Advisors, LLC	23	$4.90K	0.00%	00.0%	Unchanged
DT Investment Partners, LLC	26	$5.54K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	26	$5.54K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	27	$5.67K	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	27	$5.76K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	28	$5.95K	0.00%	+5+21.7%	Added
DiNuzzo Private Wealth, Inc.	29	$6.18K	0.00%	00.0%	Unchanged
Eagle Bay Advisors LLC	30	$6.39K	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	33	$7.00K	0.00%	−168,638−100.0%	Reduced
Indiana Trust & Investment Management CO	33	$7.03K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	34	$7.25K	0.00%	−1−2.9%	Reduced
Gilliland Jeter Wealth Management LLC	35	$7.46K	0.00%	+35	New
Richard W. Paul & Associates, LLC	38	$8.10K	0.00%	00.0%	Unchanged
Emfo, LLC	39	$8.31K	0.01%	+39	New
Riggs Asset Managment Co. Inc.	41	$8.74K	0.00%	+2+5.1%	Added
Horizons Wealth Management	49	$8.78K	0.01%	00.0%	Unchanged
Vima LLC	57	$9.23K	0.01%	00.0%	Unchanged
Gould Capital, LLC	45	$9.59K	0.01%	−15−25.0%	Reduced
Albion Financial Group	45	$9.59K	0.00%	00.0%	Unchanged
Laffer Tengler Investments	46	$9.80K	0.00%	+46	New
Pacific Center for Financial Services	50	$10.6K	0.00%	+1+2.0%	Added
Fortis Group Advisors, LLC	50	$10.7K	0.00%	−50−50.0%	Reduced
Iron Horse Wealth Management, LLC	50	$10.7K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	50	$10.7K	0.00%	00.0%	Unchanged
Avion Wealth	51	$11.0K	0.00%	−328−86.5%	Reduced
JDM Financial Group LLC	53	$11.3K	0.01%	00.0%	Unchanged
Aspect Partners, LLC	59	$12.6K	0.01%	+1+1.7%	Added
Bell Investment Advisors, Inc	62	$13.2K	0.00%	+3+5.1%	Added
Ritter Daniher Financial Advisory LLC	66	$14.1K	0.00%	00.0%	Unchanged
West Branch Capital LLC	70	$14.9K	0.01%	00.0%	Unchanged
Missouri Trust & Investment Co	70	$14.9K	0.01%	00.0%	Unchanged
Kessler Investment Group, LLC	74	$15.8K	0.01%	00.0%	Unchanged
Kiely Wealth Advisory Group, Inc.	75	$15.8K	0.01%	00.0%	Unchanged
Kelly Financial Services LLC	76	$16.1K	0.01%	−1−1.3%	Reduced
Evermay Wealth Management LLC	80	$17.1K	0.00%	−3−3.6%	Reduced
Maryland Capital Advisors Inc.	80	$17.1K	0.01%	00.0%	Unchanged
Raleigh Capital Management Inc.	80	$17.1K	0.01%	+54+207.7%	Added
Trust Co	81	$17.3K	0.00%	00.0%	Unchanged
Archer Investment Corp	83	$17.7K	0.01%	00.0%	Unchanged
Scarborough Advisors, LLC	83	$17.7K	0.01%	+12+16.9%	Added
Roble, Belko & Company, Inc	84	$18.0K	0.00%	00.0%	Unchanged
4Thought Financial Group Inc.	85	$18.1K	0.01%	00.0%	Unchanged
Partnership Wealth Management, LLC	88	$18.8K	0.01%	00.0%	Unchanged
Cutler Group LP	90	$19.0K	0.01%	−319−78.0%	Reduced
Country Trust Bank	90	$19.2K	0.00%	00.0%	Unchanged
Main Street Group, LTD	91	$19.4K	0.01%	+54+145.9%	Added
Oliver Lagore Vanvalin Investment Group	91	$19.4K	0.01%	00.0%	Unchanged
Palisade Asset Management, LLC	91	$19.4K	0.00%	+91	New
Bruce G. Allen Investments, LLC	95	$20.2K	0.02%	+36+61.0%	Added
PFS Partners, LLC	100	$21.3K	0.01%	−20−16.7%	Reduced
Private Ocean, LLC	100	$21.3K	0.00%	00.0%	Unchanged
Union Savings Bank	100	$21.3K	0.01%	+100	New
Lowe Wealth Advisors, LLC	102	$21.7K	0.01%	00.0%	Unchanged
Nemes Rush Group LLC	102	$21.7K	0.00%	00.0%	Unchanged
Fairway Wealth LLC	105	$22.4K	0.02%	00.0%	Unchanged
Atticus Wealth Management, LLC	107	$22.8K	0.01%	−48−31.0%	Reduced
Jackson, Grant Investment Advisers, Inc.	109	$23.2K	0.01%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	115	$24.5K	0.01%	00.0%	Unchanged
Altshuler Shaham Ltd	116	$24.7K	0.00%	−31−21.1%	Reduced
Hexagon Capital Partners LLC	119	$25.4K	0.01%	+75+170.5%	Added
Sachetta, LLC	153	$27.5K	0.01%	00.0%	Unchanged
Fortitude Family Office, LLC	130	$27.7K	0.02%	00.0%	Unchanged
Richardson Financial Services Inc.	134	$28.6K	0.02%	+1+0.8%	Added
Blue Bell Private Wealth Management, LLC	135	$28.8K	0.01%	+1+0.7%	Added
DHJJ Financial Advisors, Ltd.	139	$29.6K	0.01%	00.0%	Unchanged
Financial Management Professionals, Inc.	141	$30.0K	0.00%	−38−21.2%	Reduced
SRS Capital Advisors, Inc.	142	$30.4K	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	144	$30.7K	0.01%	+113+364.5%	Added
Mendota Financial Group, LLC	146	$31.1K	0.02%	00.0%	Unchanged
True Wealth Design, LLC	155	$33.0K	0.01%	+5+3.3%	Added
Louisbourg Investments Inc.	155	$33.0K	0.01%	00.0%	Unchanged
CGC Financial Services, LLC	160	$34.1K	0.02%	−470−74.6%	Reduced
Planning Capital Management Corp	161	$34.3K	0.03%	−25−13.4%	Reduced