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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,379 | $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 |
|---|---|---|---|---|---|
| Visionary Wealth Advisors | 1,268 | $270.3K | 0.02% | −6−0.5% | Reduced |
| ISAM Funds (UK) Ltd | 1,269 | $270.5K | 0.15% | +1,269 | New |
| Vectors Research Management, LLC | 1,270 | $271.0K | 0.08% | +16+1.3% | Added |
| SNS Financial Group, LLC | 1,274 | $271.5K | 0.03% | +2+0.2% | Added |
| Hurlow Wealth Management Group, Inc. | 1,274 | $271.6K | 0.10% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 1,275 | $271.8K | 0.04% | −20−1.5% | Reduced |
| Proficio Capital Partners LLC | 1,282 | $273.3K | 0.03% | +60+4.9% | Added |
| West Michigan Advisors, LLC | 1,283 | $273.6K | 0.09% | −353−21.6% | Reduced |
| Genesee Capital Advisors, LLC | 1,285 | $273.9K | 0.15% | +4+0.3% | Added |
| D L Carlson Investment Group Inc | 1,289 | $274.7K | 0.05% | −99−7.1% | Reduced |
| World Equity Group, Inc. | 1,289 | $274.8K | 0.06% | −4,161−76.3% | Reduced |
| Paragon Capital Management Ltd | 1,293 | $275.7K | 0.05% | +3+0.2% | Added |
| First Financial Corp | 1,294 | $275.8K | 0.14% | −597−31.6% | Reduced |
| Magnolia Capital Advisors LLC | 1,336 | $276.6K | 0.23% | +153+12.9% | Added |
| PFG Advisors | 1,299 | $276.8K | 0.02% | −671−34.1% | Reduced |
| Allstate Corp | 1,300 | $277.1K | 0.02% | −78−5.7% | Reduced |
| Berkeley Capital Partners, LLC | 1,301 | $277.4K | 0.08% | +1,301 | New |
| Headinvest, LLC | 1,309 | $279.0K | 0.05% | −200−13.3% | Reduced |
| GYL Financial Synergies, LLC | 1,312 | $279.7K | 0.02% | +1,312 | New |
| Azimuth Capital Investment Management LLC | 1,314 | $280.1K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,314 | $280.1K | 0.01% | +1,314 | New |
| Enterprise Financial Services Corp | 1,316 | $280.5K | 0.17% | +2+0.2% | Added |
| McAdam, LLC | 1,317 | $280.6K | 0.02% | +51+4.0% | Added |
| Biltmore Family Office, LLC | 1,319 | $281.0K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,325 | $282.6K | 0.02% | +1,325 | New |
| Hazlett, Burt & Watson, Inc. | 1,330 | $283.0K | 0.17% | 00.0% | Unchanged |
| AlTi Global, Inc. | 1,329 | $283.3K | 0.01% | +1,329 | New |
| Pinebridge Investments, L.P. | 1,337 | $285.0K | 0.00% | −10,295−88.5% | Reduced |
| Mirador Capital Partners LP | 1,342 | $286.1K | 0.05% | −12,690−90.4% | Reduced |
| Summit Asset Management, LLC | 1,342 | $286.1K | 0.06% | 00.0% | Unchanged |
| Blossom Wealth Management | 1,345 | $286.7K | 0.69% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 1,345 | $286.7K | 0.24% | −207−13.3% | Reduced |
| Pure Financial Advisors, Inc. | 1,345 | $286.7K | 0.01% | −105−7.2% | Reduced |
| Bridges Investment Management Inc | 1,349 | $287.5K | 0.01% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 1,351 | $288.0K | 0.19% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,355 | $288.8K | 0.03% | −351−20.6% | Reduced |
| Ade, LLC | 1,358 | $289.5K | 0.19% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,358 | $289.5K | 0.02% | +1,358 | New |
| 1776 Wealth LLC | 1,360 | $290.0K | 0.14% | +1+0.1% | Added |
| Strategic Financial Services, Inc, | 1,363 | $290.5K | 0.02% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 1,365 | $291.0K | 0.04% | +217+18.9% | Added |
| Operose Advisors LLC | 1,369 | $291.8K | 0.10% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 1,369 | $291.8K | 0.18% | −40−2.8% | Reduced |
| Congress Wealth Management LLC | 1,369 | $291.9K | 0.01% | −186−12.0% | Reduced |
| Essex Private Wealth Management, LLC | 1,370 | $292.0K | 0.83% | +1,370 | New |
| Hamilton Capital, LLC | 1,374 | $292.9K | 0.02% | −22−1.6% | Reduced |
| Zacks Investment Management | 1,375 | $293.1K | 0.00% | −327−19.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,382 | $294.5K | 0.08% | +1+0.1% | Added |
| Vicus Capital | 1,386 | $295.4K | 0.03% | +1,386 | New |
| Merriman Wealth Management, LLC | 1,390 | $296.3K | 0.01% | +103+8.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,399 | $298.4K | 0.02% | +102+7.9% | Added |
| Diamant Asset Management, Inc. | 1,400 | $298.4K | 0.21% | −2−0.1% | Reduced |
| Bangor Savings Bank | 1,401 | $298.6K | 0.03% | −97−6.5% | Reduced |
| Princeton Global Asset Management LLC | 1,405 | $299.6K | 0.07% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,408 | $300.1K | 0.10% | +112+8.6% | Added |
| Obsidian Personal Planning Solutions LLC | 1,450 | $301.6K | 0.20% | −41−2.7% | Reduced |
| Perennial Investment Advisors, LLC | 1,415 | $301.7K | 0.05% | +5+0.4% | Added |
| Wendell David Associates Inc | 1,423 | $303.0K | 0.03% | +3+0.2% | Added |
| Tactive Advisors, LLC | 1,422 | $303.1K | 0.16% | +1,422 | New |
| Charter Research & Investment Group, Inc. | 1,425 | $303.7K | 0.24% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,427 | $304.2K | 0.16% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,432 | $305.2K | 0.06% | +30+2.1% | Added |
| Coordinated Financial Services, Inc. | 1,437 | $306.2K | 0.27% | +1,437 | New |
| New Jersey Better Educational Savings Trust | 1,440 | $306.9K | 0.58% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,440 | $306.9K | 0.19% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,440 | $307.0K | 0.02% | 00.0% | Unchanged |
| Westmount Partners, LLC | 1,441 | $307.2K | 0.11% | −82−5.4% | Reduced |
| D'Orazio & Associates, Inc. | 1,448 | $308.5K | 0.05% | +33+2.3% | Added |
| Paradigm Asset Management Co LLC | 1,450 | $309.1K | 0.08% | −450−23.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,450 | $309.1K | 0.05% | +1,450 | New |
| Somerville Kurt F | 1,460 | $311.2K | 0.05% | −160−9.9% | Reduced |
| Sigma Investment Counselors Inc | 1,462 | $311.7K | 0.02% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,464 | $312.1K | 0.01% | −275−15.8% | Reduced |
| Manchester Capital Management LLC | 1,470 | $313.3K | 0.04% | +5+0.3% | Added |
| Bragg Financial Advisors, Inc | 1,474 | $314.2K | 0.01% | −175−10.6% | Reduced |
| Grandfield & Dodd, LLC | 1,475 | $314.4K | 0.02% | 00.0% | Unchanged |
| Everett Harris & Co | 1,477 | $314.8K | 0.00% | +140+10.5% | Added |
| Vigilare Wealth Management | 1,479 | $315.3K | 0.16% | 00.0% | Unchanged |
| HC Advisors, LLC | 1,500 | $319.7K | 0.15% | −12−0.8% | Reduced |
| LWM Advisory Services, LLC | 1,500 | $319.7K | 0.26% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 1,505 | $320.8K | 0.06% | +248+19.7% | Added |
| Highlander Capital Management, LLC | 1,512 | $322.3K | 0.11% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,574 | $322.8K | 0.19% | −5−0.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,517 | $323.4K | 0.07% | +33+2.2% | Added |
| MBB Public Markets I LLC | 1,522 | $324.4K | 0.02% | +1,522 | New |
| Abner Herrman & Brock LLC | 1,525 | $325.0K | 0.04% | −21−1.4% | Reduced |
| Delta Financial Group, Inc. | 1,524 | $325.0K | 0.10% | −4−0.3% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,525 | $325.1K | 0.19% | 00.0% | Unchanged |
| ETF Store, Inc. | 1,526 | $325.3K | 0.19% | +4+0.3% | Added |
| Clifford Swan Investment Counsel LLC | 1,529 | $325.9K | 0.01% | −100−6.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 1,530 | $326.2K | 0.04% | +1+0.1% | Added |
| Cynosure Management, LLC | 1,536 | $327.4K | 0.06% | +1,536 | New |
| Creative Financial Designs Inc | 1,539 | $328.0K | 0.03% | +341+28.5% | Added |
| Portfolio Design Labs, LLC | 1,541 | $328.5K | 0.11% | −865−36.0% | Reduced |
| Trilogy Capital Inc. | 1,542 | $328.7K | 0.02% | +1,542 | New |
| Drake & Associates, LLC | 1,542 | $328.7K | 0.12% | −110−6.7% | Reduced |
| Quantum Private Wealth, LLC | 1,545 | $329.3K | 0.12% | +20+1.3% | Added |
| Personal Cfo Solutions, LLC | 1,549 | $330.3K | 0.05% | +155+11.1% | Added |
| Savvy Advisors, Inc. | 1,554 | $331.2K | 0.19% | −253−14.0% | Reduced |
| Mattern Capital Management, LLC | 1,554 | $331.2K | 0.04% | +1,554 | New |