Waste Management Inc
WM- Exchange
- NYSE
- Industry
- Refuse Systems
- SEC CIK
- 0000823768
In the last 90 days, Waste Management Inc insiders filed 0 open-market purchases and 1 sale; 2,379 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,379 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 3,933 | $838.5K | 0.25% | +919+30.5% | Added |
| First National Bank of Hutchinson | 3,941 | $840.0K | 0.56% | +20+0.5% | Added |
| Community Bank, N.A. | 3,962 | $844.5K | 0.11% | −200−4.8% | Reduced |
| Advisors Capital Management, LLC | 3,964 | $845.0K | 0.02% | +427+12.1% | Added |
| Bluesphere Advisors, LLC | 3,977 | $847.7K | 0.47% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,979 | $848.0K | 0.07% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 3,982 | $848.8K | 0.07% | +825+26.1% | Added |
| Transcend Wealth Collective, LLC | 3,987 | $849.9K | 0.07% | +124+3.2% | Added |
| Tradewinds, LLC. | 3,992 | $850.9K | 0.75% | +3,992 | New |
| Founders Financial Alliance, LLC | 4,024 | $857.8K | 0.26% | −109−2.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,026 | $858.2K | 0.02% | +1,604+66.2% | Added |
| Ameritas Investment Partners, Inc. | 4,026 | $858.2K | 0.03% | −83−2.0% | Reduced |
| Busey Wealth Management | 4,028 | $858.6K | 0.03% | −31−0.8% | Reduced |
| Qtron Investments LLC | 4,045 | $862.2K | 0.12% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,046 | $862.5K | 0.18% | +913+29.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,067 | $866.9K | 0.03% | +412+11.3% | Added |
| HF Advisory Group, LLC | 4,069 | $867.5K | 0.49% | −95−2.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,215 | $868.0K | 0.17% | −277−6.2% | Reduced |
| Harbour Trust & Investment Management Co | 4,075 | $868.6K | 0.11% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 4,085 | $870.7K | 0.51% | 00.0% | Unchanged |
| Montecito Bank & Trust | 4,103 | $874.6K | 0.17% | −275−6.3% | Reduced |
| Regatta Capital Group, LLC | 4,116 | $877.3K | 0.20% | 00.0% | Unchanged |
| Kennedy Investment Group | 4,132 | $880.7K | 0.47% | +64+1.6% | Added |
| American National Bank | 4,153 | $885.2K | 0.12% | +2,138+106.1% | Added |
| Integrated Advisors Network LLC | 4,189 | $892.9K | 0.05% | +8+0.2% | Added |
| Bayesian Capital Management, LP | 4,195 | $894.2K | 0.09% | +4,195 | New |
| Silvercrest Asset Management Group LLC | 4,208 | $896.9K | 0.01% | −1,808−30.1% | Reduced |
| MONECO Advisors, LLC | 4,213 | $898.1K | 0.14% | −65−1.5% | Reduced |
| McDonald Partners LLC | 4,214 | $898.2K | 0.25% | +10.0% | Added |
| Smith, Salley & Associates | 4,218 | $899.1K | 0.07% | +4,218 | New |
| Wulff, Hansen & Co. | 4,234 | $902.5K | 0.90% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 4,250 | $906.0K | 0.01% | −49−1.1% | Reduced |
| Logan Capital Management Inc | 4,251 | $906.2K | 0.04% | −7−0.2% | Reduced |
| Cypress Asset Management Inc | 4,256 | $907.2K | 0.25% | +50+1.2% | Added |
| MMBG Investment Advisors Co. | 4,260 | $908.0K | 0.10% | 00.0% | Unchanged |
| Diversified Trust Co | 4,271 | $910.5K | 0.03% | +2,521+144.1% | Added |
| Mayflower Financial Advisors, LLC | 4,273 | $910.8K | 0.15% | +50+1.2% | Added |
| Cigna Investments Inc | 4,284 | $913.0K | 0.17% | −62−1.4% | Reduced |
| Wesbanco Bank Inc | 4,299 | $916.3K | 0.03% | +1,131+35.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,340 | $925.0K | 0.10% | −40−0.9% | Reduced |
| IMS Capital Management | 4,342 | $925.5K | 0.43% | −146−3.3% | Reduced |
| Werlinich Asset Management, LLC | 4,335 | $927.6K | 0.61% | −85−1.9% | Reduced |
| Capital Investment Counsel, LLC | 4,384 | $934.5K | 0.20% | +4,384 | New |
| Dempze Nancy E | 4,390 | $935.7K | 0.71% | −125−2.8% | Reduced |
| Inspirion Wealth Advisors, LLC | 4,401 | $938.1K | 0.16% | +10.0% | Added |
| CWA Asset Management Group, LLC | 4,404 | $938.8K | 0.06% | −847−16.1% | Reduced |
| STAR Financial Bank | 4,431 | $944.5K | 0.81% | 00.0% | Unchanged |
| Twin Capital Management Inc | 4,435 | $945.3K | 0.12% | +72+1.7% | Added |
| GW Henssler & Associates Ltd | 4,464 | $951.5K | 0.06% | +81+1.8% | Added |
| NCP Inc. | 4,471 | $952.9K | 0.66% | +4,471 | New |
| Park Avenue Securities LLC | 4,478 | $955.0K | 0.01% | +492+12.3% | Added |
| Simplex Trading, LLC | 4,488 | $956.0K | 0.03% | −7,360−62.1% | Reduced |
| IFP Advisors, Inc | 4,492 | $957.3K | 0.04% | +156+3.6% | Added |
| OneAscent Financial Services LLC | 4,493 | $958.0K | 0.11% | −31−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,526 | $964.7K | 0.01% | −9,446−67.6% | Reduced |
| MidWestOne Financial Group, Inc. | 4,547 | $969.0K | 0.17% | +50+1.1% | Added |
| MWA Asset Management | 4,549 | $969.6K | 0.70% | +126+2.8% | Added |
| J. W. Coons Advisors, LLC | 4,550 | $969.8K | 0.22% | 00.0% | Unchanged |
| RW Investment Management LLC | 4,567 | $973.5K | 0.14% | +425+10.3% | Added |
| Daymark Wealth Partners, LLC | 4,568 | $973.7K | 0.05% | −75−1.6% | Reduced |
| Symphony Financial, Ltd. Co. | 4,587 | $977.7K | 0.23% | −203−4.2% | Reduced |
| Payden & Rygel | 4,600 | $980.0K | 0.07% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 4,600 | $980.0K | 0.07% | +4,600 | New |
| Allianz SE | 4,601 | $980.7K | 0.03% | +4,601 | New |
| Terry L. Blaker | 4,621 | $985.0K | 0.07% | +2,057+80.2% | Added |
| Country Club Bank | 4,631 | $987.1K | 0.07% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,670 | $995.3K | 0.09% | +2,363+102.4% | Added |
| HM Payson & Co | 4,672 | $995.8K | 0.02% | +14+0.3% | Added |
| J.W. Cole Advisors, Inc. | 4,676 | $996.8K | 0.05% | +176+3.9% | Added |
| Advisory Alpha, LLC | 4,707 | $1.00M | 0.04% | +81+1.8% | Added |
| Mainsail Financial Group, LLC | 4,724 | $1.01M | 0.69% | −30−0.6% | Reduced |
| Lavaca Capital LLC | 4,738 | $1.01M | 0.62% | −200−4.1% | Reduced |
| Bank of Nova Scotia Trust Co | 4,745 | $1.01M | 0.11% | −100−2.1% | Reduced |
| Wedmont Private Capital | 4,898 | $1.01M | 0.07% | +104+2.2% | Added |
| XML Financial, LLC | 4,770 | $1.02M | 0.10% | −273−5.4% | Reduced |
| RFG Advisory, LLC | 4,791 | $1.02M | 0.03% | −249−4.9% | Reduced |
| ICA Group Wealth Management, LLC | 4,797 | $1.02M | 0.20% | +337+7.6% | Added |
| Sonnipe Ltd | 4,822 | $1.03M | 0.11% | 00.0% | Unchanged |
| BNP Paribas | 4,824 | $1.03M | 0.05% | +4,824 | New |
| Addison Capital Co | 4,877 | $1.04M | 0.52% | +1,276+35.4% | Added |
| Threadgill Financial, LLC | 4,913 | $1.05M | 0.47% | +4,913 | New |
| Meeder Advisory Services, Inc. | 4,923 | $1.05M | 0.11% | +280+6.0% | Added |
| Quaero Capital S.A. | 4,950 | $1.06M | 1.64% | −2,150−30.3% | Reduced |
| Tempus Wealth Planning, LLC | 4,964 | $1.06M | 0.47% | +20.0% | Added |
| Alta Capital Management LLC | 5,000 | $1.07M | 0.07% | −2,825−36.1% | Reduced |
| TCM Advisors, LLC | – | $1.07M | 0.84% | – | – |
| Barbara Oil Co. | 5,000 | $1.07M | 0.45% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,000 | $1.07M | 0.32% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 5,005 | $1.07M | 0.04% | +400+8.7% | Added |
| BOK Financial Private Wealth, Inc. | 5,012 | $1.07M | 0.08% | +102+2.1% | Added |
| Okabena Investment Services Inc | 5,028 | $1.07M | 0.36% | −12−0.2% | Reduced |
| Stevens Capital Management LP | 5,035 | $1.07M | 0.21% | +5,035 | New |
| Fulton Bank, N.A. | 5,048 | $1.08M | 0.04% | −98−1.9% | Reduced |
| Spears Abacus Advisors LLC | 5,050 | $1.08M | 0.02% | +5,050 | New |
| First Trust Investment Solutions L.P. | 5,053 | $1.08M | 0.19% | −64−1.3% | Reduced |
| WR Wealth Planners, LLC | 5,078 | $1.08M | 0.34% | +17+0.3% | Added |
| MRP Capital Investments, LLC | 5,080 | $1.08M | 1.09% | −310−5.8% | Reduced |
| Moneta Group Investment Advisors LLC | 5,088 | $1.08M | 0.02% | +385+8.2% | Added |
| Edge Capital Group, LLC | 5,126 | $1.09M | 0.05% | −580−10.2% | Reduced |
| Essex Financial Services, Inc. | 5,141 | $1.10M | 0.10% | −199−3.7% | Reduced |