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; 2,380 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 | 2,380 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,324 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,206 | $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 |
|---|---|---|---|---|---|
| Harbour Capital Advisors, LLC | 12,778 | $2.70M | 0.67% | −27−0.2% | Reduced |
| Guyasuta Investment Advisors Inc | 15,106 | $2.71M | 0.20% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 12,702 | $2.71M | 0.12% | −21−0.2% | Reduced |
| Adapt Wealth Advisors, LLC | 12,763 | $2.72M | 1.94% | +12,763 | New |
| KKM Financial LLC | 12,834 | $2.74M | 1.33% | +619+5.1% | Added |
| Ostrum Asset Management | 12,903 | $2.75M | 0.22% | +2,128+19.7% | Added |
| Transform Wealth, LLC | 12,990 | $2.77M | 0.26% | −9,814−43.0% | Reduced |
| Viking Fund Management LLC | 13,000 | $2.77M | 0.50% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 13,388 | $2.77M | 0.06% | +553+4.3% | Added |
| Koshinski Asset Management, Inc. | 13,091 | $2.79M | 0.29% | −764−5.5% | Reduced |
| Keeler Thomas Management LLC | 13,156 | $2.80M | 0.96% | −213−1.6% | Reduced |
| Grandview Asset Management LLC | 13,356 | $2.85M | 1.29% | −240−1.8% | Reduced |
| Naples Global Advisors, LLC | 13,389 | $2.85M | 0.29% | +20+0.1% | Added |
| Motley Fool Asset Management LLC | 13,420 | $2.86M | 0.19% | +1,463+12.2% | Added |
| Empirical Finance, LLC | 13,610 | $2.90M | 0.18% | +442+3.4% | Added |
| Stratos Wealth Partners, LTD. | 13,610 | $2.90M | 0.05% | −810−5.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 13,686 | $2.92M | 0.17% | +13,686 | New |
| Whittier Trust Co | 13,695 | $2.92M | 0.04% | −50.0% | Reduced |
| G&S Capital LLC | 13,702 | $2.92M | 1.30% | −3,053−18.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 13,710 | $2.92M | 0.12% | −276−2.0% | Reduced |
| Covenant Asset Management, LLC | 13,786 | $2.94M | 0.71% | +290+2.1% | Added |
| Twin Tree Management, LP | 13,900 | $2.96M | 0.07% | +13,900 | New |
| Family Legacy, Inc. | 14,080 | $3.00M | 1.08% | +63+0.4% | Added |
| Argyle Capital Management Inc. | 14,175 | $3.02M | 1.17% | −1,550−9.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 14,219 | $3.03M | 0.85% | −665−4.5% | Reduced |
| SpiderRock Advisors, LLC | 14,322 | $3.03M | 0.10% | +14,322 | New |
| Edmond de Rothschild Holding S.A. | 14,329 | $3.05M | 0.05% | −90,066−86.3% | Reduced |
| Accurate Wealth Management, LLC | 14,793 | $3.06M | 0.89% | −53−0.4% | Reduced |
| Axxcess Wealth Management, LLC | 14,381 | $3.07M | 0.09% | +1,514+11.8% | Added |
| Toth Financial Advisory Corp | 14,403 | $3.07M | 0.38% | −295−2.0% | Reduced |
| Pathway Financial Advisers, LLC | 14,407 | $3.07M | 1.11% | −1,447−9.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 14,436 | $3.08M | 0.07% | +3,004+26.3% | Added |
| Guardian Wealth Management, Inc. | 14,450 | $3.08M | 2.37% | +8+0.1% | Added |
| Bleakley Financial Group, LLC | 14,496 | $3.09M | 0.09% | +182+1.3% | Added |
| Summit Financial Group Inc | 14,605 | $3.11M | 1.11% | −360−2.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 14,628 | $3.12M | 1.64% | −168−1.1% | Reduced |
| Outfitter Financial LLC | 14,637 | $3.12M | 2.56% | −1,415−8.8% | Reduced |
| East Coast Asset Management, LLC. | 14,637 | $3.12M | 1.14% | −12,110−45.3% | Reduced |
| Beta Wealth Group, Inc. | 14,696 | $3.13M | 1.52% | −1,256−7.9% | Reduced |
| LGT Fund Management Co Ltd. | 14,730 | $3.14M | 1.31% | +140+1.0% | Added |
| Midwest Professional Planners, LTD. | 14,740 | $3.14M | 1.10% | −1,369−8.5% | Reduced |
| Silphium Asset Management Ltd | 14,766 | $3.15M | 1.63% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 14,782 | $3.15M | 0.14% | −137−0.9% | Reduced |
| Monograph Wealth Advisors, LLC | 14,977 | $3.19M | 0.47% | +14,977 | New |
| Lido Advisors, LLC | 15,051 | $3.21M | 0.03% | +4,639+44.6% | Added |
| Allworth Financial LP | 15,058 | $3.21M | 0.02% | +3,587+31.3% | Added |
| Everence Capital Management Inc | 15,064 | $3.21M | 0.21% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 15,091 | $3.22M | 0.28% | 00.0% | Unchanged |
| Arjuna Capital | 15,128 | $3.22M | 0.91% | +2,231+17.3% | Added |
| Concurrent Investment Advisors, LLC | 15,135 | $3.23M | 0.13% | −1,548−9.3% | Reduced |
| Rowland & Co Investment Counsel | 15,203 | $3.24M | 0.68% | −20−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 15,255 | $3.25M | 0.03% | −715−4.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 15,307 | $3.26M | 0.07% | −60.0% | Reduced |
| SYSTM Wealth Solutions LLC | 15,319 | $3.27M | 0.41% | −83−0.5% | Reduced |
| North Star Investment Management Corp. | 15,348 | $3.27M | 0.23% | −332−2.1% | Reduced |
| Ossiam | 15,355 | $3.27M | 0.06% | −135,371−89.8% | Reduced |
| Pettee Investors, Inc. | 15,453 | $3.29M | 1.39% | −50−0.3% | Reduced |
| Compass Wealth Management LLC | 15,456 | $3.29M | 0.82% | 00.0% | Unchanged |
| PGGM Investments | 15,469 | $3.30M | 0.05% | −2,539−14.1% | Reduced |
| Forte Capital LLC | 15,565 | $3.32M | 0.41% | −485−3.0% | Reduced |
| Stonegate Investment Group, LLC | 15,718 | $3.35M | 0.11% | +2,167+16.0% | Added |
| SeaCrest Wealth Management, LLC | 15,762 | $3.36M | 0.41% | −29−0.2% | Reduced |
| Woodmont Investment Counsel LLC | 15,919 | $3.39M | 0.29% | −90−0.6% | Reduced |
| Fundamentun, LLC | 15,923 | $3.39M | 0.33% | +749+4.9% | Added |
| Chicago Capital, LLC | 15,940 | $3.40M | 0.10% | −2,194−12.1% | Reduced |
| PKO Investment Management Joint-Stock Co | 15,912 | $3.41M | 0.41% | +9,500+148.2% | Added |
| Keebeck Wealth Management, LLC | 16,006 | $3.41M | 0.50% | −120−0.7% | Reduced |
| Bell Bank | 16,006 | $3.41M | 0.29% | −30.0% | Reduced |
| Scott & Selber, Inc. | 16,153 | $3.44M | 1.17% | +20+0.1% | Added |
| Argent Trust Co | 16,295 | $3.47M | 0.16% | +939+6.1% | Added |
| 1st Source Bank | 16,298 | $3.47M | 0.20% | −20−0.1% | Reduced |
| E. Ohman J:or Asset Management AB | 16,477 | $3.51M | 0.09% | +1,300+8.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,654 | $3.55M | 0.19% | +2,242+15.6% | Added |
| Edgestream Partners, L.P. | 16,655 | $3.55M | 0.18% | +11,152+202.7% | Added |
| Graphene Investments SAS | 16,700 | $3.56M | 2.15% | −1,700−9.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,786 | $3.58M | 0.04% | −1,248−6.9% | Reduced |
| Pictet Bank & Trust Ltd | 17,000 | $3.62M | 3.82% | +17,000 | New |
| Liberty Wealth Management LLC | 17,001 | $3.62M | 0.71% | +17,001 | New |
| Norinchukin Bank, The | 17,137 | $3.65M | 0.11% | −2,054−10.7% | Reduced |
| River Wealth Advisors LLC | 17,216 | $3.67M | 0.53% | +2,171+14.4% | Added |
| Aull & Monroe Investment Management Corp | 17,344 | $3.70M | 1.69% | 00.0% | Unchanged |
| Becker Capital Management Inc | 17,408 | $3.71M | 0.13% | +4,318+33.0% | Added |
| First National Advisers, LLC | 19,005 | $3.72M | 0.83% | +2,468+14.9% | Added |
| Octavia Wealth Advisors, LLC | 17,483 | $3.73M | 0.55% | −914−5.0% | Reduced |
| Home Federal Bank of Tennessee | 17,496 | $3.73M | 1.15% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 17,582 | $3.75M | 0.29% | +63+0.4% | Added |
| RB Capital Management, LLC | 17,648 | $3.76M | 1.01% | +170+1.0% | Added |
| Boston Family Office LLC | 17,682 | $3.77M | 0.27% | −543−3.0% | Reduced |
| Webster Bank, N. A. | 17,683 | $3.77M | 0.42% | +834+4.9% | Added |
| Retireful, LLC | 17,696 | $3.77M | 1.57% | +17,696 | New |
| Exeter Financial, LLC | 18,261 | $3.78M | 1.74% | −121−0.7% | Reduced |
| Natixis Investment Managers International | 17,783 | $3.79M | 0.26% | +5,873+49.3% | Added |
| Mission Creek Capital Partners, Inc. | 17,868 | $3.81M | 0.99% | +1,207+7.2% | Added |
| Providence Wealth Advisors, LLC | 18,187 | $3.85M | 3.29% | +11,352+166.1% | Added |
| Radnor Capital Management, LLC | 18,126 | $3.86M | 0.66% | −450−2.4% | Reduced |
| Ethic Inc. | 18,220 | $3.88M | 0.10% | +1,763+10.7% | Added |
| BFSG, LLC | 18,227 | $3.88M | 0.51% | +43+0.2% | Added |
| Illinois Municipal Retirement Fund | 18,266 | $3.89M | 0.06% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 18,282 | $3.90M | 0.61% | −154−0.8% | Reduced |
| Old Port Advisors | 18,316 | $3.90M | 1.20% | −122−0.7% | Reduced |