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Livermore
Livermore
ZHEN

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.

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: 2,378 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 20262,378$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
Leisure Capital Management1,029$219.3K0.11%+1,029New
Hilltop National Bank1,031$219.8K0.07%+1,031New
Watts Gwilliam & Co., LLC1,049$220.1K0.07%+1,049New
Rodgers Brothers Inc.1,033$220.1K0.03%+1,033New
Resolute Partners Group1,037$221.0K0.04%−1,096−51.4%Reduced
Fiduciary Group LLC1,040$221.8K0.02%+1,040New
Silvant Capital Management LLC1,044$222.5K0.01%00.0%Unchanged
Premier Path Wealth Partners, LLC1,046$223.0K0.04%+1,046New
Astoria Portfolio Advisors LLC.1,087$223.3K0.09%+1,087New
Whalerock Point Partners, LLC1,048$223.4K0.06%+1,048New
TNF LLC1,062$223.5K0.09%−37−3.4%Reduced
First National Bank & Trust Co of Newtown1,050$223.8K0.05%+1,050New
Kellett Schaffner Wealth Advisors LLC1,052$224.2K0.16%+1,052New
FirstPurpose Wealth LLC1,082$225.3K0.08%+1,082New
Breakwater Capital Group1,057$225.3K0.06%+1,057New
Lowe Brockenbrough & Co Inc1,058$225.5K0.02%−155−12.8%Reduced
Camden National Bank1,065$227.0K0.04%−97−8.3%Reduced
CRA Financial Services, LLC1,066$227.2K0.05%+1,066New
Optas, LLC1,067$227.4K0.06%+1,067New
Pasadena Private Wealth, LLC1,068$227.6K0.05%+1,068New
Livforsakringsbolaget Skandia, Omsesidigt1,071$228.2K0.02%00.0%Unchanged
Waterloo Capital, L.P.1,072$228.5K0.03%+1,072New
Gen-Wealth Partners Inc1,074$228.9K0.11%+1,074New
Bray Capital Advisors1,075$229.1K0.06%00.0%Unchanged
First County Bank1,078$229.8K0.11%−111−9.3%Reduced
Hilton Capital Management, LLC1,080$230.2K0.02%−79−6.8%Reduced
Beacon Investment Advisors LLC1,080$230.2K0.13%+1,080New
M&R Capital Management Inc1,081$230.4K0.06%−490−31.2%Reduced
New Covenant Trust Company, N.A.1,083$230.8K0.23%+1,083New
Graves-Light Private Wealth Management, Inc.1,087$231.8K0.03%−350−24.4%Reduced
Plancorp, LLC1,088$231.9K0.01%+1,088New
Main Street Financial Solutions, LLC1,089$232.2K0.02%−90−7.6%Reduced
Providence First Trust Co1,090$232.3K0.10%−40−3.5%Reduced
American Financial Advisors, LLC1,092$232.7K0.03%+1,092New
Wolff Wiese Magana LLC1,092$232.8K0.20%00.0%Unchanged
Financial Guidance Group, Inc.1,092$232.8K0.15%+1,092New
S&CO Inc1,100$234.0K0.02%+1,100New
Washington Trust Advisors, Inc.1,098$234.0K0.02%00.0%Unchanged
Madden Securities Corp1,098$234.1K0.11%−100−8.3%Reduced
Retirement Planning Group1,102$234.9K0.02%+1,102New
Winch Advisory Services, LLC1,103$235.1K0.07%+2+0.2%Added
Essex Savings Bank1,316$235.7K0.07%00.0%Unchanged
Excalibur Management Corp1,106$235.7K0.10%+1,106New
Compass Ion Advisors, LLC1,108$236.1K0.03%+1,108New
North Star Asset Management Inc1,115$237.7K0.01%+1,115New
Consolidated Planning Corp1,115$237.7K0.04%+1,115New
Davis R M Inc1,116$237.9K0.00%−200−15.2%Reduced
Regent Peak Wealth Advisors LLC1,116$237.9K0.06%−13−1.2%Reduced
CM Wealth Advisors LLC1,142$240.4K0.07%+1,142New
Up Strategic Wealth Investment Advisors LLC1,129$240.6K0.39%00.0%Unchanged
Courier Capital LLC1,130$240.9K0.02%00.0%Unchanged
TFC Financial Management1,133$241.5K0.04%−17−1.5%Reduced
Fox Run Management, L.L.C.1,139$242.8K0.05%+1,139New
Modern Wealth Management, LLC1,143$243.6K0.02%+1,143New
One Day In July LLC1,143$243.6K0.03%+1,143New
Fi3 FINANCIAL ADVISORS, LLC1,174$244.1K0.11%−75−6.0%Reduced
MBA Advisors LLC1,147$244.6K0.13%+1,147New
Gray Wealth Management Inc.1,148$244.6K0.11%+1,148New
LaFleur & Godfrey LLC1,152$245.5K0.04%00.0%Unchanged
Silver Coast Investments LLC1,152$245.5K0.10%+1,152New
AlphaStar Capital Management, LLC1,152$245.6K0.03%−2,990−72.2%Reduced
Camden Capital, LLC1,164$248.1K0.02%−324−21.8%Reduced
Grant Street Asset Management, Inc.1,169$249.2K0.08%00.0%Unchanged
Sage Mountain Advisors LLC1,171$249.6K0.03%−281−19.4%Reduced
Wayfinding Financial, LLC1,195$250.0K0.15%−4−0.3%Reduced
Cedar Brook Financial Partners, LLC1,178$251.1K0.05%+23+2.0%Added
Freestone Capital Holdings, LLC1,178$251.1K0.01%+1,178New
Rossmore Private Capital1,180$251.5K0.03%00.0%Unchanged
SignalPoint Asset Management, LLC1,183$252.2K0.07%−50−4.1%Reduced
Pflug Koory, LLC1,184$252.4K0.12%−23−1.9%Reduced
Frisch Financial Group, Inc.1,186$253.0K0.08%+4+0.3%Added
Brooks, Moore & Associates, Inc.1,188$253.3K0.16%00.0%Unchanged
Quantum Financial Advisors, LLC1,192$254.0K0.05%+1,192New
D.B. Root & Company, LLC1,192$254.1K0.09%+1,192New
Fiera Capital Corp1,200$255.8K0.00%+1,200New
PBMares Wealth Management LLC1,202$256.2K0.07%00.0%Unchanged
Alliance Wealth Advisors, LLC1,202$256.2K0.08%+1,202New
RAM Investment Partners, LLC1,205$256.8K0.08%+1,205New
Balboa Wealth Partners1,214$258.7K0.08%+1,214New
Phillips Wealth Planners LLC1,262$258.7K0.30%−234−15.6%Reduced
Legacy Edge Advisors, LLC1,218$259.6K0.05%00.0%Unchanged
Florida Financial Advisors, LLC1,218$259.7K0.19%−173−12.4%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,219$259.8K0.11%+340+38.7%Added
Ridgewood Investments LLC1,219$259.9K0.14%00.0%Unchanged
Morningstar Investment Services LLC1,215$260.0K0.00%−783−39.2%Reduced
A. D. Beadell Investment Counsel, Inc.1,225$261.0K0.23%00.0%Unchanged
Larson Financial Group LLC1,228$261.7K0.02%+52+4.4%Added
Versant Capital Management, Inc1,230$262.2K0.07%−616−33.4%Reduced
Lake Street Financial LLC1,230$262.2K0.04%−100−7.5%Reduced
Paradice Investment Management LLC1,230$262.2K0.05%+1,230New
Resonant Capital Advisors, LLC1,231$262.4K0.02%+1,231New
Moseley Investment Management Inc1,235$263.3K0.13%00.0%Unchanged
Wealth Management Associates, Inc.1,237$263.9K0.12%−62−4.8%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,273$264.2K0.00%−75−5.6%Reduced
Means Investment Co., Inc.1,240$264.3K0.03%+55+4.6%Added
First National Corp1,479$264.9K0.07%00.0%Unchanged
Ameliora Wealth Management Ltd.1,250$266.4K0.12%00.0%Unchanged
Global Financial Private Client, LLC1,257$267.6K0.12%00.0%Unchanged
TSFG, LLC1,258$268.0K0.07%−15−1.2%Reduced
Jones Financial Companies LLLP1,260$268.5K0.00%+767+155.6%Added