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 |
|---|---|---|---|---|---|
| FinTrust Capital Advisors, LLC | 753 | $160.5K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 754 | $160.8K | 0.02% | +61+8.8% | Added |
| Granite FO LLC | 770 | $161.2K | 0.09% | 00.0% | Unchanged |
| Asset Dedication, LLC | 793 | $169.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 949 | $169.9K | 0.00% | +949 | New |
| Hills Bank & Trust Co | 800 | $170.5K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 800 | $170.5K | 0.03% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 801 | $170.7K | 0.08% | +1+0.1% | Added |
| Retirement Group, LLC | 802 | $170.9K | 0.06% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 809 | $172.4K | 0.01% | +1+0.1% | Added |
| Delos Wealth Advisors, LLC | 811 | $172.9K | 0.19% | −189−18.9% | Reduced |
| State of Wyoming | 811 | $172.9K | 0.03% | +288+55.1% | Added |
| Valley National Advisers Inc | 812 | $173.0K | 0.03% | +11+1.4% | Added |
| PSI Advisors, LLC | 814 | $173.5K | 0.06% | 00.0% | Unchanged |
| Central Bank & Trust Co | 822 | $175.2K | 0.02% | −62−7.0% | Reduced |
| Essex Investment Management Co LLC | 827 | $176.3K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 831 | $177.1K | 0.03% | −24,813−96.8% | Reduced |
| Centaurus Financial, Inc. | 883 | $188.0K | 0.01% | −278−23.9% | Reduced |
| West Paces Advisors Inc. | 884 | $188.3K | 0.05% | −201−18.5% | Reduced |
| Virtus Investment Advisers, Inc. | 888 | $189.3K | 0.14% | −95−9.7% | Reduced |
| Norwood Financial Corp | 900 | $191.8K | 0.28% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 919 | $195.9K | 0.10% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 928 | $197.7K | 0.13% | +928 | New |
| SevenBridge Financial Group, LLC | 962 | $200.0K | 0.05% | +962 | New |
| Abbot Financial Management, Inc. | 940 | $200.4K | 0.11% | +940 | New |
| Old Mission Capital LLC | 941 | $200.6K | 0.00% | −23,305−96.1% | Reduced |
| Greenfield Seitz Capital Management, LLC | 944 | $201.2K | 0.07% | +944 | New |
| AllSquare Wealth Management LLC | 945 | $201.4K | 0.12% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 946 | $201.6K | 0.06% | +946 | New |
| Sonata Capital Group Inc | 950 | $202.0K | 0.09% | +950 | New |
| Independent Wealth Network Inc. | 949 | $202.3K | 0.09% | +949 | New |
| Onefund, LLC | 951 | $202.5K | 0.24% | +951 | New |
| TCI Wealth Advisors, Inc. | 950 | $202.5K | 0.02% | +950 | New |
| Lumbard & Kellner, LLC | 950 | $202.5K | 0.10% | +950 | New |
| Creegan & Nassoura Financial Group, LLC | 950 | $202.5K | 0.14% | +950 | New |
| Kavar Capital Partners Group, LLC | 950 | $202.5K | 0.04% | +950 | New |
| US Asset Management LLC | 957 | $204.0K | 0.18% | +957 | New |
| Sivia Capital Partners, LLC | 958 | $204.2K | 0.14% | +958 | New |
| Main Street Research LLC | 959 | $204.4K | 0.01% | +959 | New |
| Leo Wealth, LLC | 959 | $204.4K | 0.02% | +959 | New |
| Childress Capital Advisors, LLC | 960 | $204.7K | 0.06% | +960 | New |
| Petix & Botte Co | 961 | $204.8K | 0.05% | −961−50.0% | Reduced |
| Meridian Financial Partners LLC | 1,000 | $205.0K | 0.26% | +1,000 | New |
| Gratus Wealth Advisors, LLC | 1,000 | $205.1K | 0.04% | +1,000 | New |
| Harbor Investment Advisory, LLC | 967 | $206.1K | 0.02% | −23−2.3% | Reduced |
| Exchange Capital Management, Inc. | 968 | $206.3K | 0.03% | +968 | New |
| Wealthstream Advisors, Inc. | 969 | $206.5K | 0.08% | −764−44.1% | Reduced |
| Profit Investment Management, LLC | 969 | $206.5K | 0.12% | +969 | New |
| DGS Capital Management, LLC | 969 | $206.5K | 0.06% | +969 | New |
| ABN AMRO Bank N.V. | 972 | $207.0K | 0.00% | −1,800−64.9% | Reduced |
| Walden Wealth Partners LLC | 1,000 | $207.1K | 0.12% | +1,000 | New |
| Altus Wealth Group LLC | 975 | $207.8K | 0.10% | +975 | New |
| Koa Wealth Management, LLC | 975 | $207.8K | 0.19% | +975 | New |
| Summit Global Investments | 974 | $208.0K | 0.02% | −1,945−66.6% | Reduced |
| Elevatus Welath Management | 979 | $208.6K | 0.08% | +979 | New |
| Gables Capital Management Inc. | 979 | $208.7K | 0.11% | +125+14.6% | Added |
| Aprio Wealth Management, LLC | 980 | $208.9K | 0.04% | +980 | New |
| Autumn Glory Partners, LLC | 980 | $208.9K | 0.10% | +980 | New |
| Sweeney & Michel, LLC | 1,000 | $209.9K | 0.09% | +1,000 | New |
| WMS Partners, LLC | 985 | $210.0K | 0.01% | +985 | New |
| USAdvisors Wealth Management, LLC | 983 | $210.0K | 0.08% | +983 | New |
| First Interstate Bank | 986 | $210.2K | 0.01% | +986 | New |
| Centurion Wealth Management LLC | 989 | $210.8K | 0.08% | −359−26.6% | Reduced |
| Rosenberg Matthew Hamilton | 991 | $211.0K | 0.06% | −23−2.3% | Reduced |
| Capital International Sarl | 990 | $211.0K | 0.01% | +990 | New |
| Patten & Patten Inc | 991 | $211.2K | 0.02% | +991 | New |
| Nilsine Partners, LLC | 995 | $212.1K | 0.03% | +995 | New |
| WNY Asset Management, LLC | 997 | $212.5K | 0.03% | +997 | New |
| Fiduciary Alliance LLC | 999 | $212.7K | 0.04% | +999 | New |
| Knuff & Co LLC | 1,000 | $213.2K | 0.07% | −250−20.0% | Reduced |
| Alta Advisers Ltd | 1,000 | $213.2K | 0.11% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 1,000 | $213.2K | 0.08% | +1,000 | New |
| Mairs & Power Inc | 1,000 | $213.2K | 0.00% | +1,000 | New |
| Bath Savings Trust Co | 1,000 | $213.2K | 0.02% | +1,000 | New |
| Sterneck Capital Management, LLC | 1,000 | $213.2K | 0.13% | +1,000 | New |
| Websterrogers Financial Advisors, LLC | 1,000 | $213.2K | 0.08% | +1,000 | New |
| Clay Northam Wealth Management, LLC | 1,000 | $213.2K | 0.17% | +1,000 | New |
| WealthPlan Investment Management, LLC | 1,000 | $213.2K | 0.03% | +1,000 | New |
| Colonial River Wealth Management, LLC | 1,001 | $213.4K | 0.12% | −1,684−62.7% | Reduced |
| S.E.E.D. Planning Group LLC | 1,005 | $214.2K | 0.08% | −144−12.5% | Reduced |
| Grove Bank & Trust | 1,005 | $214.2K | 0.04% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,029 | $214.2K | 0.09% | +1,029 | New |
| Human Investing LLC | 1,006 | $214.4K | 0.04% | +1,006 | New |
| TRUE Private Wealth Advisors | 1,007 | $214.7K | 0.02% | +1,007 | New |
| Planning Directions Inc | 1,010 | $215.2K | 0.15% | +1,010 | New |
| Seed Wealth Management, Inc. | 1,012 | $215.5K | 0.21% | +1,012 | New |
| Greenwood Gearhart Inc | 1,012 | $215.7K | 0.02% | 00.0% | Unchanged |
| NatWest Group plc | 1,013 | $215.9K | 0.08% | +1,013 | New |
| Stableford Capital II LLC | 1,014 | $216.1K | 0.09% | +1,014 | New |
| Keystone Wealth Services, LLC | 1,015 | $216.3K | 0.07% | −209−17.1% | Reduced |
| Navellier & Associates Inc | 1,016 | $216.5K | 0.03% | +1,016 | New |
| D. Scott Neal, Inc. | 1,017 | $216.8K | 0.14% | +1,017 | New |
| Quent Capital, LLC | 1,017 | $216.8K | 0.03% | +207+25.6% | Added |
| Ethos Financial Group, LLC | 1,018 | $217.0K | 0.04% | −96−8.6% | Reduced |
| Sovereign Financial Group, Inc. | 1,020 | $217.4K | 0.06% | +1,020 | New |
| Weaver Consulting Group | 1,023 | $218.1K | 0.08% | +1,023 | New |
| Kanawha Capital Management LLC | 1,027 | $218.9K | 0.02% | −153−13.0% | Reduced |
| Fairhaven Wealth Management, LLC | 1,027 | $218.9K | 0.08% | −428−29.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,027 | $219.0K | 0.12% | +1,027 | New |
| MV Capital Management, Inc. | 1,028 | $219.1K | 0.03% | −1−0.1% | Reduced |