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 |
|---|---|---|---|---|---|
| Avestar Capital, LLC | 1,556 | $331.7K | 0.04% | +1,556 | New |
| Carret Asset Management, LLC | 1,557 | $332.0K | 0.04% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,563 | $333.2K | 0.06% | +19+1.2% | Added |
| Circle Wealth Management, LLC | 1,564 | $333.4K | 0.01% | +126+8.8% | Added |
| Crewe Advisors LLC | 1,569 | $334.4K | 0.04% | +1,569 | New |
| Journey Strategic Wealth LLC | 1,573 | $335.3K | 0.01% | −79−4.8% | Reduced |
| Northwest Wealth Management, LLC | 1,575 | $335.7K | 0.09% | −3−0.2% | Reduced |
| Wealth Alliance | 1,576 | $336.0K | 0.04% | −20−1.3% | Reduced |
| Chesapeake Wealth Management | 1,582 | $337.2K | 0.12% | −2−0.1% | Reduced |
| Arrowroot Family Office, LLC | 1,589 | $338.6K | 0.22% | +1+0.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,599 | $340.8K | 0.12% | +404+33.8% | Added |
| Auxier Asset Management | 1,607 | $342.5K | 0.05% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,610 | $343.1K | 0.12% | +106+7.0% | Added |
| Foundations Investment Advisors, LLC | 1,615 | $344.2K | 0.01% | −1,122−41.0% | Reduced |
| Cook Wealth Management Group LLC | 1,664 | $344.7K | 0.21% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,619 | $345.1K | 0.20% | −11−0.7% | Reduced |
| O'Rourke & Company, Inc | 1,621 | $346.0K | 0.20% | +1+0.1% | Added |
| Investment Advisory Group, LLC | 1,624 | $346.1K | 0.14% | +9+0.6% | Added |
| Allen Wealth Management, LLC | 1,626 | $346.6K | 0.31% | +17+1.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,627 | $346.8K | 0.04% | +1,627 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,629 | $347.0K | 0.04% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 1,630 | $347.4K | 0.09% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,631 | $347.6K | 0.28% | −33−2.0% | Reduced |
| Pinnacle Bancorp, Inc. | 1,632 | $347.9K | 0.10% | −100−5.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,635 | $348.5K | 0.03% | −249−13.2% | Reduced |
| Dogwood Wealth Management LLC | 1,639 | $349.3K | 0.24% | +123+8.1% | Added |
| Sompo Asset Management Co., Ltd. | 1,640 | $349.6K | 0.06% | −400−19.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,683 | $350.2K | 0.03% | +637+60.9% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,649 | $351.0K | 0.04% | −5−0.3% | Reduced |
| Dividend Assets Capital, LLC | 1,650 | $352.0K | 0.07% | −87−5.0% | Reduced |
| Gleason Group, Inc. | 1,654 | $352.6K | 0.07% | +5+0.3% | Added |
| Cidel Asset Management Inc | 1,655 | $352.8K | 0.03% | −40−2.4% | Reduced |
| Gsa Capital Partners LLP | 1,656 | $353.0K | 0.03% | +1,656 | New |
| First Business Financial Services, Inc. | 1,657 | $353.2K | 0.04% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,658 | $353.4K | 0.04% | +4+0.2% | Added |
| Assetmark, Inc | 1,662 | $354.3K | 0.00% | −307−15.6% | Reduced |
| Legacy Financial Advisors, Inc. | 1,682 | $358.5K | 0.06% | +3+0.2% | Added |
| Ballast Advisors LLC | 1,685 | $359.2K | 0.12% | −102−5.7% | Reduced |
| Leelyn Smith, LLC | 1,691 | $360.4K | 0.07% | −71−4.0% | Reduced |
| Archford Capital Strategies, LLC | 1,695 | $361.2K | 0.06% | −134−7.3% | Reduced |
| Marcum Wealth, LLC | 1,697 | $361.7K | 0.04% | −389−18.6% | Reduced |
| First United Bank Trust | 1,700 | $362.4K | 0.13% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,700 | $362.4K | 0.19% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 1,716 | $365.8K | 0.06% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,720 | $366.6K | 0.30% | −836−32.7% | Reduced |
| Estabrook Capital Management | 1,720 | $366.6K | 0.06% | −9−0.5% | Reduced |
| Truvestments Capital LLC | 1,723 | $367.3K | 0.14% | −440−20.3% | Reduced |
| Prairie Wealth Advisors, Inc. | 1,724 | $367.5K | 0.17% | +1,724 | New |
| Forest Hill Capital, LLC | 1,730 | $368.8K | 0.32% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,742 | $371.3K | 0.09% | +1,742 | New |
| Berger Financial Group, Inc | 1,745 | $372.0K | 0.03% | +290+19.9% | Added |
| Smith Chas P & Associates Pa Cpas | 1,746 | $372.2K | 0.02% | +1,746 | New |
| Rockland Trust Co | 1,748 | $372.6K | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 1,752 | $373.0K | 0.01% | +444+33.9% | Added |
| Wealth Architects, LLC | 1,750 | $373.0K | 0.05% | −186−9.6% | Reduced |
| Advisory Resource Group | 1,773 | $377.8K | 0.09% | +2+0.1% | Added |
| Breed's Hill Capital LLC | 1,773 | $377.9K | 0.35% | 00.0% | Unchanged |
| Keystone Financial Group | 1,774 | $378.1K | 0.06% | −9−0.5% | Reduced |
| WESPAC Advisors, LLC | 1,779 | $379.1K | 0.22% | −114−6.0% | Reduced |
| Sculati Wealth Management, LLC | 1,791 | $381.8K | 0.16% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,800 | $383.7K | 0.27% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,801 | $383.9K | 0.04% | +94+5.5% | Added |
| Trustmark National Bank Trust Department | 1,802 | $384.1K | 0.03% | +60+3.4% | Added |
| Geneos Wealth Management Inc. | 1,816 | $387.0K | 0.02% | −50−2.7% | Reduced |
| Phoenix Holdings Ltd. | 1,819 | $387.2K | 0.01% | +1,819 | New |
| St Germain D J Co Inc | 1,817 | $387.3K | 0.02% | −7−0.4% | Reduced |
| Lakeshore Financial Planning, Inc. | 1,817 | $387.4K | 0.20% | −1−0.1% | Reduced |
| Sawgrass Asset Management LLC | 1,840 | $392.2K | 0.04% | +603+48.7% | Added |
| Counterpoint Mutual Funds LLC | 1,845 | $393.3K | 0.10% | +1,845 | New |
| Meridian Wealth Advisors, LLC | 1,847 | $393.6K | 0.07% | +2+0.1% | Added |
| Bank of Stockton | 1,847 | $393.7K | 0.12% | −60−3.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,850 | $394.4K | 0.22% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,854 | $395.2K | 0.05% | +66+3.7% | Added |
| Silver Oak Securities, Inc | 1,857 | $395.7K | 0.06% | −490−20.9% | Reduced |
| Philadelphia Trust Co | 1,860 | $396.0K | 0.03% | −250−11.8% | Reduced |
| Revolve Wealth Partners, LLC | 1,860 | $396.5K | 0.07% | +30+1.6% | Added |
| Cohen & Steers, Inc. | 1,868 | $398.0K | 0.00% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 1,868 | $398.2K | 0.04% | +1+0.1% | Added |
| AMG National Trust Bank | 1,871 | $398.8K | 0.01% | +10+0.5% | Added |
| Oak Thistle LLC | 1,873 | $399.2K | 0.36% | +1,873 | New |
| JT Stratford LLC | 1,874 | $399.4K | 0.08% | −225−10.7% | Reduced |
| Old North State Trust, LLC | 1,877 | $400.0K | 0.34% | +1,877 | New |
| Tennessee Valley Asset Management Partners | 1,877 | $400.2K | 0.10% | +6+0.3% | Added |
| PDS Planning, Inc | 1,882 | $401.1K | 0.04% | +66+3.6% | Added |
| Rise Advisors, LLC | 1,884 | $401.6K | 0.21% | +362+23.8% | Added |
| Capital Management Associates, Inc | 1,885 | $401.8K | 0.30% | +36+1.9% | Added |
| Cape Ann Savings Bank | 1,885 | $401.8K | 0.25% | −162−7.9% | Reduced |
| Milestone Asset Management, LLC | 1,886 | $402.0K | 0.11% | +712+60.6% | Added |
| Trust Co of the South | 1,891 | $403.1K | 0.09% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,892 | $403.3K | 0.01% | −4,462−70.2% | Reduced |
| Red Wave Investments LLC | 1,895 | $404.0K | 0.15% | +24+1.3% | Added |
| Southland Equity Partners LLC | 1,898 | $404.6K | 0.11% | −33−1.7% | Reduced |
| Aviso Wealth Management | 1,899 | $404.7K | 0.26% | +110+6.1% | Added |
| Heritage Trust Co | 1,908 | $406.7K | 0.05% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 1,909 | $406.9K | 0.14% | +137+7.7% | Added |
| First Western Trust Bank | 1,916 | $408.4K | 0.02% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,918 | $408.8K | 0.10% | 00.0% | Unchanged |
| CSM Advisors, LLC | 1,919 | $409.0K | 0.03% | −700−26.7% | Reduced |
| NSI Retail Advisors, LLC | 1,919 | $409.0K | 0.06% | −700−26.7% | Reduced |
| Burney Co | 1,919 | $409.0K | 0.02% | +15+0.8% | Added |