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 |
|---|---|---|---|---|---|
| Cutter & CO Brokerage, Inc. | 1,928 | $411.0K | 0.10% | −497−20.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 1,931 | $411.6K | 0.12% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 1,931 | $411.6K | 0.46% | −577−23.0% | Reduced |
| Sentry Investment Management LLC | 1,932 | $412.0K | 0.16% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,934 | $412.2K | 0.07% | +2+0.1% | Added |
| iA Global Asset Management Inc. | 1,937 | $413.0K | 0.01% | −410−17.5% | Reduced |
| Catalina Capital Group, LLC | 1,939 | $413.3K | 0.18% | +1,939 | New |
| City State Bank | 1,942 | $414.0K | 0.18% | +1+0.1% | Added |
| Drive Wealth Management, LLC | 1,946 | $414.8K | 0.12% | +40+2.1% | Added |
| Holderness Investments Co | 1,954 | $416.5K | 0.10% | +294+17.7% | Added |
| Norden Group LLC | 1,959 | $417.6K | 0.08% | +1,959 | New |
| Diligent Investors, LLC | 1,960 | $417.8K | 0.10% | +4+0.2% | Added |
| Ninety One SA (PTY) Ltd | 1,965 | $419.5K | 0.06% | −35,245−94.7% | Reduced |
| Baker Boyer National Bank | 1,979 | $421.8K | 0.15% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,981 | $422.3K | 0.23% | +50+2.6% | Added |
| Arthur M. Cohen & Associates, LLC | 1,990 | $424.2K | 0.09% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,992 | $424.6K | 0.04% | −120−5.7% | Reduced |
| Seeds Investor LLC | 1,994 | $425.0K | 0.39% | −419−17.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 1,995 | $425.3K | 0.12% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,000 | $426.3K | 0.01% | −3,000−60.0% | Reduced |
| Johnson Bixby & Associates, LLC | 2,000 | $426.3K | 0.07% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 2,000 | $426.3K | 0.06% | +38+1.9% | Added |
| Smithfield Trust Co | 2,010 | $428.0K | 0.02% | +11+0.6% | Added |
| Arlington Trust Co LLC | 2,012 | $428.9K | 0.11% | −72−3.5% | Reduced |
| Catalyst Financial Partners LLC | 2,083 | $429.4K | 0.11% | +294+16.4% | Added |
| New Hampshire Trust | 2,015 | $429.5K | 0.10% | −53−2.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,017 | $430.0K | 0.00% | +1,097+119.2% | Added |
| Duncan Williams Asset Management, LLC | 2,025 | $431.6K | 0.39% | +2,025 | New |
| Sound Income Strategies, LLC | 2,026 | $431.8K | 0.03% | +1,940+2,255.8% | Added |
| American Institute for Advanced Investment Management, LLP | 2,040 | $434.8K | 0.34% | +375+22.5% | Added |
| Annex Advisory Services, LLC | 2,043 | $435.5K | 0.02% | +681+50.0% | Added |
| First Affirmative Financial Network | 2,049 | $436.8K | 0.32% | −23−1.1% | Reduced |
| Horan Capital Advisors, LLC. | 2,054 | $437.8K | 0.16% | −266−11.5% | Reduced |
| Parkside Financial Bank & Trust | 2,054 | $437.8K | 0.07% | +414+25.2% | Added |
| Capital Advisors, Ltd. LLC | 2,053 | $438.0K | 0.06% | +53+2.7% | Added |
| Wealth Management Partners, LLC | 2,055 | $438.0K | 0.22% | 00.0% | Unchanged |
| Clarity Financial LLC | 2,060 | $439.1K | 0.07% | −10.0% | Reduced |
| Univest Financial Corp | 2,069 | $441.0K | 0.12% | −1,047−33.6% | Reduced |
| Dark Forest Capital Management LP | 2,071 | $441.4K | 0.07% | +2,071 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,072 | $441.6K | 0.06% | +2,072 | New |
| Ledyard National Bank | 2,074 | $442.1K | 0.04% | −150−6.7% | Reduced |
| CWM Advisors, LLC | 2,086 | $444.6K | 0.05% | −396−16.0% | Reduced |
| Sweet Financial Partners, LLC | 2,099 | $447.4K | 0.10% | +10.0% | Added |
| Independent Solutions Wealth Management, LLC | 2,103 | $448.4K | 0.11% | −300−12.5% | Reduced |
| First National Bank Sioux Falls | 2,105 | $448.7K | 0.24% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,112 | $450.3K | 0.02% | −173−7.6% | Reduced |
| Paloma Partners Management Co | 2,116 | $451.0K | 0.07% | +1,916+958.0% | Added |
| Alpha Cubed Investments, LLC | 2,122 | $452.4K | 0.02% | +149+7.6% | Added |
| Jag Capital Management, LLC | 2,124 | $452.7K | 0.06% | −93−4.2% | Reduced |
| David Loasby | 2,199 | $454.1K | 0.05% | −353−13.8% | Reduced |
| Canopy Partners, LLC | 2,144 | $457.0K | 0.22% | +569+36.1% | Added |
| Roman Butler Fullerton & Co | 2,207 | $458.1K | 0.17% | −6−0.3% | Reduced |
| Warren Averett Asset Management, LLC | 2,155 | $459.4K | 0.01% | +530+32.6% | Added |
| Resolute Wealth Strategies, LLC | 2,159 | $460.2K | 0.28% | +8+0.4% | Added |
| Saturna Capital CORP | 2,162 | $460.8K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 2,168 | $462.1K | 0.01% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 2,170 | $462.5K | 0.20% | −214−9.0% | Reduced |
| Csenge Advisory Group | 2,173 | $463.2K | 0.03% | −49−2.2% | Reduced |
| MPS Loria Financial Planners, LLC | 2,181 | $464.9K | 0.16% | −64−2.9% | Reduced |
| Moody National Bank Trust Division | 2,208 | $470.6K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,213 | $472.0K | 0.04% | +2,213 | New |
| Vaughan David Investments LLC | 2,222 | $474.0K | 0.01% | +562+33.9% | Added |
| Aspiriant, LLC | 2,226 | $474.5K | 0.02% | +96+4.5% | Added |
| Syntax Research, Inc. | 2,244 | $478.3K | 0.37% | +91+4.2% | Added |
| BlackDiamond Wealth Management Inc. | 2,251 | $479.8K | 0.34% | −139−5.8% | Reduced |
| CoreCap Advisors, LLC | 2,256 | $481.0K | 0.03% | +217+10.6% | Added |
| Howe & Rusling Inc | 2,259 | $481.6K | 0.05% | +2,259 | New |
| Syntegra Private Wealth Group, LLC | 2,268 | $483.4K | 0.06% | 00.0% | Unchanged |
| Keel Point, LLC | 2,271 | $484.1K | 0.05% | +111+5.1% | Added |
| Formidable Asset Management, LLC | 2,272 | $484.3K | 0.08% | +2,272 | New |
| Intrua Financial, LLC | 2,275 | $484.9K | 0.08% | −49−2.1% | Reduced |
| Tucker Asset Management LLC | 2,281 | $486.2K | 0.11% | −1,047−31.5% | Reduced |
| Brevan Howard Capital Management LP | 2,281 | $486.2K | 0.04% | −4,112−64.3% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,286 | $487.3K | 0.14% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 2,287 | $487.5K | 0.05% | 00.0% | Unchanged |
| Conning Inc. | 2,302 | $490.7K | 0.02% | −100−4.2% | Reduced |
| Private Capital Management, LLC | 2,304 | $491.0K | 0.06% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 2,305 | $491.3K | 0.28% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 2,305 | $491.4K | 0.05% | −44−1.9% | Reduced |
| SlateStone Wealth, LLC | 2,309 | $492.0K | 0.05% | +123+5.6% | Added |
| Adell Harriman & Carpenter Inc | 2,313 | $493.0K | 0.04% | −325−12.3% | Reduced |
| Hudock, Inc. | 2,325 | $495.6K | 0.11% | +2+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,326 | $495.8K | 0.07% | +30+1.3% | Added |
| Monumental Financial Group Inc. | 2,334 | $497.6K | 0.26% | 00.0% | Unchanged |
| Claro Advisors LLC | 2,343 | $499.3K | 0.09% | +285+13.8% | Added |
| Patron Partners Advisors, LLC | 2,346 | $500.0K | 0.30% | +454+24.0% | Added |
| Crestwood Advisors Group LLC | 2,350 | $500.9K | 0.01% | +300+14.6% | Added |
| First Nebraska Trust Co | 2,351 | $501.1K | 0.05% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,371 | $505.3K | 0.10% | +10.0% | Added |
| Catalytic Wealth RIA, LLC | 2,375 | $506.2K | 0.10% | +384+19.3% | Added |
| Hoylecohen, LLC | 2,381 | $507.5K | 0.04% | +10.0% | Added |
| Cornerstone Advisory, LLC | 2,382 | $507.7K | 0.07% | +46+2.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,388 | $509.0K | 0.21% | −68−2.8% | Reduced |
| Aigen Investment Management, LP | 2,389 | $509.2K | 0.11% | +1,139+91.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,390 | $509.3K | 0.01% | +314+15.1% | Added |
| Wealth Dimensions Group, Ltd. | 2,398 | $511.1K | 0.15% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 2,398 | $511.1K | 0.01% | +2,398 | New |
| Bond & Devick Financial Network, Inc. | 2,400 | $511.6K | 0.28% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 2,400 | $511.6K | 0.01% | +2,400 | New |
| Forum Financial Management, LP | 2,408 | $513.3K | 0.01% | −165−6.4% | Reduced |