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 |
|---|---|---|---|---|---|
| Valmark Advisers, Inc. | 5,220 | $1.11M | 0.02% | +10.0% | Added |
| Duality Advisers, LP | 5,235 | $1.12M | 0.11% | +5,235 | New |
| WealthTrust Axiom LLC | 5,258 | $1.12M | 0.36% | +601+12.9% | Added |
| Choate Investment Advisors | 5,302 | $1.13M | 0.03% | +988+22.9% | Added |
| South State Corp. | 5,327 | $1.14M | 0.09% | −45−0.8% | Reduced |
| Mainstay Capital Management LLC | 5,352 | $1.14M | 0.22% | −705−11.6% | Reduced |
| Clearstead Advisors, LLC | 5,426 | $1.14M | 0.06% | +408+8.1% | Added |
| Clear Creek Financial Management, LLC | 5,371 | $1.14M | 0.15% | +9+0.2% | Added |
| High Net Worth Advisory Group LLC | 5,387 | $1.15M | 0.36% | +121+2.3% | Added |
| Hilltop Holdings Inc. | 5,403 | $1.15M | 0.13% | −114−2.1% | Reduced |
| Correct Capital Wealth Management | 5,414 | $1.15M | 0.27% | +1,040+23.8% | Added |
| Cubist Systematic Strategies, LLC | 5,441 | $1.16M | 0.01% | +5,441 | New |
| L.M. Kohn & Company | 5,443 | $1.16M | 0.33% | −309−5.4% | Reduced |
| Titleist Asset Management, LLC | 5,444 | $1.16M | 0.20% | −129−2.3% | Reduced |
| Monument Capital Management | 5,451 | $1.16M | 0.33% | −10−0.2% | Reduced |
| SOL Capital Management CO | 5,450 | $1.16M | 0.15% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 5,453 | $1.16M | 0.83% | −60−1.1% | Reduced |
| Engineers Gate Manager LP | 5,466 | $1.17M | 0.03% | +412+8.2% | Added |
| HBK Sorce Advisory LLC | 5,487 | $1.17M | 0.04% | +302+5.8% | Added |
| RDA Financial Network | 5,494 | $1.17M | 0.40% | +67+1.2% | Added |
| Segment Wealth Management, LLC | 5,517 | $1.18M | 0.09% | +143+2.7% | Added |
| Trium Capital LLP | 5,527 | $1.18M | 0.44% | +1,939+54.0% | Added |
| Piscataqua Savings Bank | 5,544 | $1.18M | 1.04% | −56−1.0% | Reduced |
| Wealthspire Advisors, LLC | 5,546 | $1.18M | 0.02% | −542−8.9% | Reduced |
| Detalus Advisors, LLC | 5,554 | $1.18M | 0.42% | −100−1.8% | Reduced |
| HHM Wealth Advisors, LLC | 5,555 | $1.18M | 0.19% | +10.0% | Added |
| First Pacific Financial | 5,559 | $1.18M | 0.33% | +43+0.8% | Added |
| Tandem Capital Management Corp | 5,561 | $1.19M | 0.67% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 5,582 | $1.19M | 0.14% | −213−3.7% | Reduced |
| Summit Trail Advisors, LLC | 5,599 | $1.19M | 0.03% | +322+6.1% | Added |
| Kovack Advisors, Inc. | 5,606 | $1.19M | 0.14% | +152+2.8% | Added |
| Corundum Group, Inc. | 5,617 | $1.20M | 0.58% | −20−0.4% | Reduced |
| Avantax Planning Partners, Inc. | 5,634 | $1.20M | 0.04% | +214+3.9% | Added |
| Welch & Forbes LLC | 5,649 | $1.20M | 0.02% | −23−0.4% | Reduced |
| Quadcap Wealth Management, LLC | 5,668 | $1.21M | 0.27% | −681−10.7% | Reduced |
| Secured Retirement Advisors, LLC | 5,672 | $1.21M | 1.02% | +450+8.6% | Added |
| Franklin Street Advisors Inc | 5,702 | $1.22M | 0.09% | −453−7.4% | Reduced |
| Rehmann Capital Advisory Group | 5,712 | $1.22M | 0.09% | −3−0.1% | Reduced |
| Fidelis Capital Partners, LLC | 5,714 | $1.22M | 0.18% | +1,135+24.8% | Added |
| Kathmere Capital Management, LLC | 5,717 | $1.22M | 0.14% | +454+8.6% | Added |
| Financial Advisory Service, Inc. | 5,722 | $1.22M | 0.11% | −34−0.6% | Reduced |
| MTM Investment Management, LLC | 5,723 | $1.22M | 0.50% | +150+2.7% | Added |
| Benjamin Edwards Inc | 5,762 | $1.23M | 0.24% | +241+4.4% | Added |
| Central Valley Advisors, LLC | 5,776 | $1.23M | 0.64% | −31−0.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,777 | $1.23M | 0.17% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 5,790 | $1.23M | 0.09% | +927+19.1% | Added |
| Capital Planning LLC | 5,800 | $1.24M | 0.40% | 00.0% | Unchanged |
| Old National Bancorp | 5,813 | $1.24M | 0.03% | −16−0.3% | Reduced |
| Welch Group, LLC | 5,827 | $1.24M | 0.06% | +20.0% | Added |
| Fca Corp | 5,853 | $1.25M | 0.40% | +259+4.6% | Added |
| Cobblestone Capital Advisors LLC | 5,888 | $1.26M | 0.08% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 5,907 | $1.26M | 0.05% | +107+1.8% | Added |
| Whittier Trust Co of Nevada Inc | 5,967 | $1.27M | 0.04% | −4−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 5,974 | $1.27M | 0.02% | −602−9.2% | Reduced |
| Equitable Trust Co | 5,980 | $1.27M | 0.09% | +2,033+51.5% | Added |
| Venture Visionary Partners LLC | 5,988 | $1.28M | 0.06% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,997 | $1.28M | 0.21% | +1,227+25.7% | Added |
| Profund Advisors LLC | 6,007 | $1.28M | 0.05% | +1,120+22.9% | Added |
| Meeder Asset Management Inc | 6,018 | $1.28M | 0.08% | −12,682−67.8% | Reduced |
| Founders Financial Securities LLC | 6,026 | $1.28M | 0.13% | +292+5.1% | Added |
| Westover Capital Advisors, LLC | 6,055 | $1.29M | 0.38% | −27−0.4% | Reduced |
| Dynasty Wealth Management, LLC | 6,091 | $1.30M | 0.04% | +6,091 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,095 | $1.30M | 0.76% | +10.0% | Added |
| Caldwell Trust Co | 6,133 | $1.31M | 0.15% | +30+0.5% | Added |
| Morningstar Investment Management LLC | 6,138 | $1.31M | 0.14% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 6,166 | $1.31M | 0.14% | −778−11.2% | Reduced |
| Mirabella Financial Services LLP | 6,212 | $1.32M | 0.10% | −8,332−57.3% | Reduced |
| Thoroughbred Financial Services, LLC | 6,211 | $1.32M | 0.13% | −4,017−39.3% | Reduced |
| Veracity Capital LLC | 6,226 | $1.33M | 0.52% | −826−11.7% | Reduced |
| IVC Wealth Advisors LLC | 6,242 | $1.33M | 0.77% | +30.0% | Added |
| Arkadios Wealth Advisors | 6,248 | $1.33M | 0.10% | +9+0.1% | Added |
| Brighton Jones LLC | 6,325 | $1.35M | 0.05% | +642+11.3% | Added |
| New England Research & Management, Inc. | 6,353 | $1.35M | 0.66% | −72−1.1% | Reduced |
| Boyar Asset Management Inc. | 6,361 | $1.36M | 0.88% | 00.0% | Unchanged |
| Rogco, LP | 6,368 | $1.36M | 0.56% | −517−7.5% | Reduced |
| BayBridge Capital Group, LLC | 6,545 | $1.36M | 1.18% | +29+0.4% | Added |
| Birch Hill Investment Advisors LLC | 6,381 | $1.36M | 0.07% | +60+0.9% | Added |
| Worldquant Millennium Advisors LLC | 6,403 | $1.36M | 0.02% | −39,965−86.2% | Reduced |
| VeraBank, N.A. | 6,429 | $1.37M | 0.43% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,441 | $1.37M | 0.22% | −278−4.1% | Reduced |
| Clare Market Investments LLC | 6,457 | $1.38M | 0.43% | +922+16.7% | Added |
| Catalyst Capital Advisors LLC | 6,496 | $1.38M | 0.03% | +170+2.7% | Added |
| Quest Partners LLC | 6,500 | $1.39M | 0.24% | +339+5.5% | Added |
| Graypoint LLC | 6,503 | $1.39M | 0.10% | +98+1.5% | Added |
| McDaniel Terry & Co | 6,505 | $1.39M | 0.12% | +5+0.1% | Added |
| Gotham Asset Management, LLC | 6,526 | $1.39M | 0.02% | +3,724+132.9% | Added |
| First Hawaiian Bank | 6,541 | $1.39M | 0.04% | +3,214+96.6% | Added |
| Western Wealth Management, LLC | 6,577 | $1.40M | 0.11% | +4+0.1% | Added |
| Fisher Asset Management, LLC | 6,593 | $1.41M | 0.00% | +109+1.7% | Added |
| Proequities, Inc. | 6,610 | $1.41M | 0.09% | +84+1.3% | Added |
| Alpine Woods Capital Investors, LLC | 6,789 | $1.41M | 0.28% | −1,185−14.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,664 | $1.42M | 0.11% | +17+0.3% | Added |
| Checchi Capital Advisers, LLC | 6,699 | $1.43M | 0.11% | −25−0.4% | Reduced |
| Baker Ellis Asset Management LLC | 6,703 | $1.43M | 0.21% | −100−1.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,737 | $1.44M | 0.06% | +201+3.1% | Added |
| Dorsey & Whitney Trust CO LLC | 6,779 | $1.44M | 0.10% | −20.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,783 | $1.45M | 0.16% | −118−1.7% | Reduced |
| Commonwealth Retirement Investments LLC | 6,783 | $1.45M | 0.69% | +42+0.6% | Added |
| PFG Investments, LLC | 6,792 | $1.45M | 0.09% | +3,621+114.2% | Added |
| First Command Advisory Services, Inc. | 7,655 | $1.45M | 0.02% | +5,889+333.5% | Added |