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; 2,378 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Slocum, Gordon & Co LLP | 161 | $34.5K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 163 | $34.7K | 0.01% | +163 | New |
| Dynamic Wealth Strategies, LLC | 166 | $35.0K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 162 | $35.0K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 166 | $36.0K | 0.03% | +1+0.6% | Added |
| Raffa Wealth Management, LLC | 174 | $37.1K | 0.01% | +2+1.2% | Added |
| Addison Advisors LLC | 179 | $38.2K | 0.01% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 179 | $38.2K | 0.03% | 00.0% | Unchanged |
| WealthCollab, LLC | 184 | $39.2K | 0.03% | −14−7.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 186 | $39.6K | 0.01% | −19−9.3% | Reduced |
| Millburn Ridgefield Corp | 188 | $40.1K | 0.00% | −14−6.9% | Reduced |
| Beacon Capital Management, LLC | 189 | $40.3K | 0.01% | +18+10.5% | Added |
| Cassady Schiller Wealth Management, LLC | 190 | $40.5K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 199 | $42.4K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 200 | $42.6K | 0.01% | −130−39.4% | Reduced |
| Osterweis Capital Management Inc | 200 | $42.6K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 200 | $42.6K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 200 | $42.7K | 0.03% | +1+0.5% | Added |
| Hanson & Doremus Investment Management | 203 | $43.0K | 0.01% | +203 | New |
| SOA Wealth Advisors, LLC. | 205 | $43.6K | 0.01% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 211 | $45.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 217 | $46.3K | 0.00% | +59+37.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 219 | $46.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 221 | $47.1K | 0.02% | −839−79.2% | Reduced |
| Northwest Capital Management Inc | 232 | $49.5K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 234 | $49.9K | 0.00% | +23+10.9% | Added |
| J.Safra Asset Management Corp | 238 | $50.7K | 0.01% | +204+600.0% | Added |
| Spirit of America Management Corp | 250 | $53.3K | 0.01% | 00.0% | Unchanged |
| Kepos Capital LP | 251 | $54.0K | 0.01% | −77−23.5% | Reduced |
| JJJ Advisors Inc. | 257 | $54.8K | 0.01% | −43−14.3% | Reduced |
| Rational Advisors LLC | 266 | $56.7K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 269 | $57.4K | 0.01% | +1+0.4% | Added |
| Bogart Wealth, LLC | 279 | $59.5K | 0.00% | +18+6.9% | Added |
| Tortoise Investment Management, LLC | 279 | $59.5K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 280 | $59.7K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 280 | $59.7K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 283 | $60.3K | 0.03% | +1+0.4% | Added |
| Studio Investment Management LLC | 285 | $60.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 293 | $60.9K | 0.02% | +269+1,120.8% | Added |
| Abound Wealth Management | 288 | $61.4K | 0.02% | −51−15.0% | Reduced |
| WD Rutherford LLC | 288 | $61.4K | 0.03% | +288 | New |
| HBC Financial Services, PLLC | 300 | $62.0K | 0.04% | 00.0% | Unchanged |
| Bollard Group LLC | 290 | $62.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 290 | $62.0K | 0.04% | 00.0% | Unchanged |
| Security National Bank | 291 | $62.0K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 291 | $62.0K | 0.03% | +41+16.4% | Added |
| Prestige Wealth Management Group LLC | 291 | $62.0K | 0.01% | −91−23.8% | Reduced |
| Hollencrest Capital Management | 310 | $66.1K | 0.00% | −1,227−79.8% | Reduced |
| EntryPoint Capital, LLC | 315 | $67.1K | 0.06% | +315 | New |
| Annapolis Financial Services, LLC | 325 | $69.3K | 0.02% | 00.0% | Unchanged |
| Financial Freedom, LLC | 340 | $72.4K | 0.04% | +1+0.3% | Added |
| Tower View Investment Management & Research LLC | 341 | $72.8K | 0.04% | −10−2.8% | Reduced |
| Valued Wealth Advisors LLC | 342 | $72.8K | 0.05% | +11+3.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 367 | $78.3K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 378 | $80.6K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 390 | $83.1K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $85.3K | 0.04% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 400 | $85.3K | 0.06% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 401 | $85.5K | 0.02% | +36+9.9% | Added |
| Centerpoint Advisors, LLC | 410 | $87.0K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 410 | $88.0K | 0.01% | −1,555−79.1% | Reduced |
| Sittner & Nelson, LLC | 413 | $88.1K | 0.04% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 425 | $90.6K | 0.06% | −75−15.0% | Reduced |
| CoreFirst Bank & Trust | 440 | $93.8K | 0.06% | −50−10.2% | Reduced |
| Concord Wealth Partners | 447 | $95.2K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 450 | $95.9K | 0.02% | −50−10.0% | Reduced |
| Salomon & Ludwin, LLC | 458 | $97.6K | 0.01% | +93+25.5% | Added |
| Investors Research Corp | 459 | $97.8K | 0.02% | −145−24.0% | Reduced |
| Pacifica Partners Inc. | 470 | $99.5K | 0.04% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 475 | $101.2K | 0.04% | +69+17.0% | Added |
| Wiser Advisor Group LLC | 476 | $101.6K | 0.16% | +1+0.2% | Added |
| Plante Moran Financial Advisors, LLC | 486 | $103.6K | 0.01% | +15+3.2% | Added |
| ZRC Wealth Management, LLC | 500 | $106.6K | 0.05% | −275−35.5% | Reduced |
| Trifecta Capital Advisors, LLC | 518 | $110.4K | 0.03% | −428−45.2% | Reduced |
| Boyd Watterson Asset Management LLC | 520 | $110.8K | 0.04% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 529 | $112.8K | 0.01% | +529 | New |
| Garde Capital, Inc. | 532 | $113.0K | 0.01% | +532 | New |
| Covestor Ltd | 541 | $115.0K | 0.07% | −149−21.6% | Reduced |
| Spectrum Wealth Counsel, LLC | 563 | $120.0K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 571 | $121.7K | 0.03% | +571 | New |
| Newbridge Financial Services Group, Inc. | 583 | $124.2K | 0.05% | −89−13.2% | Reduced |
| Briaud Financial Planning, Inc | 585 | $125.0K | 0.07% | +585 | New |
| CNB Bank | 610 | $130.0K | 0.06% | +191+45.6% | Added |
| Montag A & Associates Inc | 634 | $135.1K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 647 | $136.3K | 0.02% | +647 | New |
| Cyrus J. Lawrence, LLC | 645 | $137.0K | 0.03% | +645 | New |
| Mascoma Wealth Management LLC | 660 | $140.7K | 0.04% | −20−2.9% | Reduced |
| Gradient Investments LLC | 666 | $141.9K | 0.00% | −2,160−76.4% | Reduced |
| Magellan Asset Management Ltd | 669 | $142.6K | 0.00% | −178−21.0% | Reduced |
| GW&K Investment Management, LLC | 671 | $143.0K | 0.00% | +3+0.4% | Added |
| Riverview Trust Co | 675 | $143.9K | 0.11% | +675 | New |
| Financial Perspectives, Inc | 687 | $146.4K | 0.06% | −26−3.6% | Reduced |
| Old Point Trust & Financial Services N A | 694 | $147.9K | 0.05% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 698 | $148.8K | 0.01% | +698 | New |
| First Community Trust NA | 700 | $149.2K | 0.14% | 00.0% | Unchanged |
| NewSquare Capital LLC | 700 | $149.2K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 701 | $149.4K | 0.04% | 00.0% | Unchanged |
| Castleview Partners, LLC | 744 | $158.6K | 0.09% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 750 | $159.9K | 0.12% | +750 | New |
| Clean Yield Group | 751 | $160.1K | 0.06% | 00.0% | Unchanged |