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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.

Institutional holdersQ1 2024: 1,976 institutions
Q1 2021: 1,493 institutionsQ2 2021: 1,526 institutionsQ3 2021: 1,551 institutionsQ4 2021: 1,700 institutionsQ1 2022: 1,665 institutionsQ2 2022: 1,678 institutionsQ3 2022: 1,695 institutionsQ4 2022: 1,741 institutionsQ1 2023: 1,737 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,751 institutionsQ4 2023: 1,875 institutionsQ1 2024: 1,976 institutionsQ2 2024: 2,007 institutionsQ3 2024: 1,999 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,234 institutionsQ3 2025: 2,180 institutionsQ4 2025: 2,325 institutionsQ1 2026: 2,375 institutionsQ2 2026: 2,379 institutions
Value heldQ1 2024: $69.3B
Q1 2021: $41.1BQ2 2021: $44.4BQ3 2021: $47.1BQ4 2021: $52.8BQ1 2022: $49.8BQ2 2022: $47.7BQ3 2022: $52.8BQ4 2022: $51.1BQ1 2023: $53.7BQ2 2023: $56.4BQ3 2023: $49.5BQ4 2023: $58.4BQ1 2024: $69.3BQ2 2024: $69.2BQ3 2024: $66.7BQ4 2024: $66.0BQ1 2025: $75.2BQ2 2025: $74.6BQ3 2025: $70.8BQ4 2025: $72.1BQ1 2026: $75.7BQ2 2026: $74.1B
Institutions holding WM and their total value by quarter
QuarterHoldersValue
Q2 20262,379$74.1B
Q1 20262,375$75.7B
Q4 20252,325$72.1B
Q3 20252,180$70.8B
Q2 20252,234$74.6B
Q1 20252,207$75.2B
Q4 20242,134$66.0B
Q3 20241,999$66.7B
Q2 20242,007$69.2B
Q1 20241,976$69.3B
Q4 20231,875$58.4B
Q3 20231,751$49.5B
Q2 20231,775$56.4B
Q1 20231,737$53.7B
Q4 20221,741$51.1B
Q3 20221,695$52.8B
Q2 20221,678$47.7B
Q1 20221,665$49.8B
Q4 20211,700$52.8B
Q3 20211,551$47.1B
Q2 20211,526$44.4B
Q1 20211,493$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
InstitutionSharesValue% of portfolioChange in sharesAction
Unique Wealth, LLC6,813$1.45M0.41%+525+8.3%Added
Legacy Bridge, LLC6,820$1.45M0.85%−20−0.3%Reduced
RMR Wealth Builders6,822$1.45M0.18%+1,395+25.7%Added
Empowered Funds, LLC6,859$1.46M0.03%+1,789+35.3%Added
Kirtland Hills Capital Management, LLC6,948$1.46M1.26%+6,948New
RSM US Wealth Management LLC6,871$1.46M0.04%−1,036−13.1%Reduced
Counterweight Ventures, LLC6,885$1.47M1.18%+66+1.0%Added
Jaffetilchin Investment Partners, LLC6,908$1.47M0.13%−131−1.9%Reduced
Level Four Advisory Services, LLC8,227$1.47M0.08%00.0%Unchanged
Stiles Financial Services Inc6,915$1.47M0.59%−40−0.6%Reduced
Mengis Capital Management, Inc.6,964$1.48M0.23%+1,234+21.5%Added
Vident Advisory, LLC6,986$1.49M0.03%−257−3.5%Reduced
BKD Wealth Advisors, LLC7,009$1.49M0.04%+2,606+59.2%Added
Northwest Bancshares, Inc.7,064$1.51M0.24%−544−7.2%Reduced
Evercore Wealth Management, LLC7,105$1.51M0.02%−26−0.4%Reduced
FRG Family Wealth Advisors LLC7,332$1.53M0.30%00.0%Unchanged
Nations Financial Group Inc,7,182$1.53M0.13%+196+2.8%Added
AdvisorNet Financial, Inc7,194$1.53M0.15%−193−2.6%Reduced
Independence Bank of Kentucky7,208$1.54M0.46%+873+13.8%Added
Balentine LLC7,242$1.54M0.05%−991−12.0%Reduced
Merit Financial Group, LLC7,429$1.54M0.04%+399+5.7%Added
First Manhattan Co7,246$1.54M0.01%−440−5.7%Reduced
Boston Trust Walden Corp7,251$1.55M0.01%+5,508+316.0%Added
United Capital Management of KS, Inc.7,291$1.55M0.36%−314−4.1%Reduced
Sage Investment Advisers LLC7,298$1.56M1.78%−746−9.3%Reduced
Aviance Capital Partners, LLC7,300$1.56M0.23%+7,300New
West Family Investments, Inc.7,311$1.56M0.48%−66−0.9%Reduced
Blueshift Asset Management, LLC7,314$1.56M0.81%+2,954+67.8%Added
Armstrong Advisory Group, Inc8,788$1.57M0.15%00.0%Unchanged
Prairie Sky Financial Group LLC7,460$1.59M0.95%+90+1.2%Added
Mystic Asset Management, Inc.7,500$1.60M0.66%00.0%Unchanged
Shell Asset Management Co7,519$1.60M0.07%−1,980−20.8%Reduced
Ironwood Investment Counsel, LLC7,528$1.60M0.28%+33+0.4%Added
Leonteq Securities AG7,529$1.60M0.22%−865−10.3%Reduced
Tudor Investment Corp Et Al7,600$1.62M0.02%−8,254−52.1%Reduced
Fayez Sarofim & Co7,639$1.63M0.00%+20.0%Added
Sterling Investment Management, Inc.7,655$1.63M1.15%−103−1.3%Reduced
Chicago Partners Investment Group LLC7,820$1.63M0.07%−107−1.3%Reduced
Ascent Group, LLC7,713$1.64M0.14%−577−7.0%Reduced
Prospera Financial Services Inc7,719$1.65M0.05%+106+1.4%Added
WBH Advisory Inc7,737$1.65M0.17%−260−3.3%Reduced
MBM Wealth Consultants, LLC7,743$1.65M0.58%−178−2.2%Reduced
Pegasus Partners Ltd.7,749$1.65M0.18%−42−0.5%Reduced
Columbia Asset Management9,329$1.67M0.34%00.0%Unchanged
Comprehensive Financial Consultants Institutional, Inc.7,859$1.68M0.70%−83−1.0%Reduced
Quadrant Capital Group LLC7,867$1.68M0.13%−57−0.7%Reduced
Zions Bancorporation, N.A.7,899$1.68M0.12%−602−7.1%Reduced
Oppenheimer Asset Management Inc.7,908$1.69M0.02%+1,274+19.2%Added
Boston Financial Mangement LLC7,965$1.70M0.05%+400+5.3%Added
Eventide Asset Management, LLC7,982$1.70M0.03%+7,982New
Ameritas Advisory Services, LLC8,239$1.71M0.07%+2,151+35.3%Added
LMG Wealth Partners, LLC8,077$1.72M0.43%+642+8.6%Added
Powers Advisory Group, LLC8,098$1.73M0.99%−534−6.2%Reduced
Bank of New Hampshire8,107$1.73M0.45%−359−4.2%Reduced
Griffin Asset Management, Inc.8,121$1.73M0.21%−234−2.8%Reduced
McRae Capital Management Inc8,135$1.73M0.38%−200−2.4%Reduced
O'Brien Greene & Co. Inc8,200$1.75M0.57%00.0%Unchanged
Citizens Financial Group Inc8,214$1.75M0.06%−1,556−15.9%Reduced
Cullen/Frost Bankers, Inc.8,268$1.76M0.03%−3,168−27.7%Reduced
Oxbow Advisors, LLC8,275$1.76M0.24%00.0%Unchanged
Signaturefd, LLC8,285$1.77M0.04%−707−7.9%Reduced
Arrow Financial Corp8,299$1.77M0.18%+55+0.7%Added
OV Management LLC8,300$1.77M1.28%00.0%Unchanged
Aspen Investment Management Inc8,302$1.77M0.90%−50−0.6%Reduced
Cim Investment Mangement Inc8,330$1.78M0.53%00.0%Unchanged
NVWM, LLC8,417$1.79M0.49%−249−2.9%Reduced
Capital Investment Advisors, LLC8,420$1.79M0.04%+103+1.2%Added
IHT Wealth Management, LLC8,461$1.80M0.07%+193+2.3%Added
Aptus Capital Advisors, LLC8,501$1.81M0.04%−28,956−77.3%Reduced
Sound View Wealth Advisors Group, LLC8,504$1.81M0.19%−215−2.5%Reduced
Garrison Point Advisors, LLC8,545$1.82M1.17%−60−0.7%Reduced
Diversify Advisory Services, LLC8,583$1.83M0.11%+8,583New
Private Trust Co NA8,596$1.83M0.20%+160+1.9%Added
Buckingham Strategic Partners8,601$1.83M0.05%+2,912+51.2%Added
Parallel Advisors, LLC8,628$1.84M0.05%+1,316+18.0%Added
LGT Group Foundation8,635$1.84M0.04%00.0%Unchanged
Essex LLC8,640$1.84M0.42%−210−2.4%Reduced
LMCG Investments, LLC8,640$1.84M0.11%+2,836+48.9%Added
Capstone Investment Advisors, LLC8,675$1.85M0.03%+7,003+418.8%Added
Paragon Private Wealth Management, LLC8,697$1.85M1.10%+285+3.4%Added
Aries Wealth Management8,730$1.86M0.60%+268+3.2%Added
Mitchell Sinkler & Starr8,747$1.86M0.47%−10,484−54.5%Reduced
Roanoke Asset Management Corp8,765$1.87M0.61%−20−0.2%Reduced
Sustainable Insight Capital Management, LLC8,770$1.87M1.35%+700+8.7%Added
Karpas Strategies, LLC8,784$1.87M0.58%+19+0.2%Added
Buckingham Strategic Wealth, LLC8,794$1.87M0.02%+1,049+13.5%Added
Oak Asset Management, LLC8,802$1.88M0.70%00.0%Unchanged
Institute for Wealth Management, LLC.8,808$1.88M0.24%−52−0.6%Reduced
Blodgett Wealth Advisors, LLC8,811$1.88M1.70%00.0%Unchanged
Tobam8,821$1.88M0.17%−383−4.2%Reduced
NEOS Investment Management LLC8,852$1.89M0.12%+3,671+70.9%Added
Legacy Financial Group LLC8,882$1.89M0.38%+8,882New
Tower Research Capital LLC (TRC)8,900$1.90M0.05%−42,243−82.6%Reduced
Wellington Shields & Co., LLC8,918$1.90M0.64%−299−3.2%Reduced
AlphaMark Advisors, LLC9,014$1.92M0.68%−692−7.1%Reduced
Imprint Wealth LLC9,037$1.92M0.47%+700+8.4%Added
Great Valley Advisor Group, Inc.9,039$1.93M0.06%00.0%Unchanged
Buckingham Capital Management, Inc.9,044$1.93M0.24%−530−5.5%Reduced
HMS Capital Management, LLC9,054$1.93M1.07%−354−3.8%Reduced
Lincoln National Corp9,089$1.94M0.03%−111−1.2%Reduced