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 |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 2,410 | $513.8K | 0.04% | −39−1.6% | Reduced |
| Bryn Mawr Trust Co | 2,412 | $514.1K | 0.02% | +2,412 | New |
| Clarius Group, LLC | 2,414 | $514.5K | 0.04% | −691−22.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,414 | $514.6K | 0.04% | −185−7.1% | Reduced |
| Lindbrook Capital, LLC | 2,429 | $517.7K | 0.05% | +29+1.2% | Added |
| Viawealth, LLC | 2,440 | $520.1K | 0.33% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,445 | $521.2K | 0.39% | −702−22.3% | Reduced |
| KPP Advisory Services LLC | 2,455 | $523.3K | 0.14% | −20−0.8% | Reduced |
| Jupiter Wealth Management LLC | 2,500 | $525.0K | 0.28% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 2,466 | $525.6K | 0.07% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 2,466 | $525.6K | 0.03% | +889+56.4% | Added |
| Geneva Partners, LLC | 2,468 | $526.1K | 0.23% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,478 | $528.2K | 0.14% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 2,480 | $528.6K | 0.01% | −69−2.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,483 | $529.3K | 0.11% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,496 | $532.0K | 0.09% | −388−13.5% | Reduced |
| Parthenon LLC | 2,500 | $532.9K | 0.07% | −95−3.7% | Reduced |
| Foguth Wealth Management, LLC. | 2,515 | $536.1K | 0.29% | +2,515 | New |
| Capital Analysts, LLC | 2,523 | $538.0K | 0.03% | −36,683−93.6% | Reduced |
| Ifrah Financial Services, Inc. | 2,533 | $539.8K | 0.15% | −42−1.6% | Reduced |
| Latitude Advisors, LLC | 2,534 | $540.2K | 0.34% | +3+0.1% | Added |
| Stockman Wealth Management, Inc. | 2,540 | $541.4K | 0.10% | −22−0.9% | Reduced |
| Weinberger Asset Management, Inc | 2,541 | $541.6K | 0.26% | +11+0.4% | Added |
| Sanders Morris Harris LLC | 2,542 | $541.8K | 0.10% | +2,542 | New |
| Stablepoint Partners, LLC | 2,544 | $542.3K | 0.11% | +77+3.1% | Added |
| Summit Financial, LLC | 2,549 | $543.3K | 0.03% | +161+6.7% | Added |
| Am Investment Strategies LLC | 2,552 | $544.0K | 0.14% | +165+6.9% | Added |
| Fukoku Mutual Life Insurance Co | 2,558 | $545.2K | 0.04% | −124−4.6% | Reduced |
| Signal Advisors Wealth, LLC | 2,571 | $548.0K | 0.14% | +56+2.2% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,573 | $548.5K | 0.21% | +196+8.2% | Added |
| Skopos Labs, Inc. | 2,576 | $548.5K | 0.24% | +9+0.4% | Added |
| Canandaigua National Bank & Trust Co | 2,586 | $551.2K | 0.08% | −25−1.0% | Reduced |
| Zullo Investment Group, Inc. | 2,591 | $552.4K | 0.26% | −48−1.8% | Reduced |
| Atom Investors LP | 2,594 | $552.9K | 0.07% | −21,214−89.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,349 | $553.1K | 0.39% | +1,285+62.3% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 2,598 | $553.8K | 0.72% | −652−20.1% | Reduced |
| Apella Capital, LLC | 2,689 | $555.2K | 0.03% | +10.0% | Added |
| Van Cleef Asset Management,Inc | 2,607 | $555.7K | 0.07% | +10.0% | Added |
| Herold Advisors, Inc. | 2,638 | $562.3K | 0.14% | −5,308−66.8% | Reduced |
| Per Stirling Capital Management, LLC. | 2,644 | $563.5K | 0.09% | −107−3.9% | Reduced |
| Buska Wealth Management, LLC | 2,646 | $564.0K | 0.25% | +2,646 | New |
| Johnson Financial Group, Inc. | 2,647 | $564.2K | 0.03% | −1,146−30.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,648 | $564.5K | 0.02% | +185+7.5% | Added |
| Hohimer Wealth Management, LLC | 2,650 | $564.8K | 0.13% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 2,652 | $565.3K | 0.58% | −55−2.0% | Reduced |
| Creekmur Asset Management LLC | 2,654 | $565.7K | 0.19% | +318+13.6% | Added |
| FineMark National Bank & Trust | 2,659 | $566.8K | 0.02% | −89−3.2% | Reduced |
| Fort Point Capital Partners LLC | 2,659 | $566.8K | 0.08% | 00.0% | Unchanged |
| Mendel Money Management | 2,670 | $569.1K | 0.26% | +12+0.5% | Added |
| Abbrea Capital, LLC | 2,673 | $570.0K | 0.08% | +85+3.3% | Added |
| Gs Investments, Inc. | 2,675 | $570.2K | 0.28% | 00.0% | Unchanged |
| Falcon Wealth Planning | 2,680 | $571.3K | 0.09% | +14+0.5% | Added |
| Kuhn & Co Investment Counsel | 2,691 | $573.6K | 0.54% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,698 | $575.1K | 0.46% | −110−3.9% | Reduced |
| Court Place Advisors, LLC | 2,703 | $576.1K | 0.19% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2,707 | $577.0K | 0.04% | 00.0% | Unchanged |
| Glenview Trust Co | 2,720 | $579.8K | 0.01% | −246−8.3% | Reduced |
| Bright Futures Wealth Management, LLC. | 2,745 | $583.8K | 0.32% | +2,745 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,750 | $586.2K | 0.07% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 2,753 | $586.8K | 0.08% | +850+44.7% | Added |
| Modera Wealth Management, LLC | 2,762 | $588.7K | 0.01% | +66+2.4% | Added |
| Great Lakes Retirement, Inc. | 2,767 | $589.8K | 0.09% | −50−1.8% | Reduced |
| Farther Finance Advisors, LLC | 2,772 | $590.1K | 0.04% | +400+16.9% | Added |
| Meridian Financial, LLC | 2,771 | $590.7K | 0.44% | −171−5.8% | Reduced |
| Arvest Trust Co N A | 2,775 | $591.5K | 0.03% | +1,417+104.3% | Added |
| Sawyer & Company, Inc | 2,795 | $595.8K | 0.24% | −65−2.3% | Reduced |
| Pitcairn Co | 2,796 | $596.0K | 0.04% | +177+6.8% | Added |
| Joel Isaacson & Co., LLC | 2,804 | $597.7K | 0.03% | +25+0.9% | Added |
| Northwest Investment Counselors, LLC | 2,812 | $599.4K | 0.15% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 2,811 | $600.0K | 0.19% | +37+1.3% | Added |
| International Assets Investment Management, LLC | 2,835 | $603.6K | 0.06% | +19+0.7% | Added |
| Cassaday & Co Wealth Management LLC | 2,832 | $603.6K | 0.02% | +383+15.6% | Added |
| Magnus Financial Group LLC | 2,834 | $604.2K | 0.07% | +204+7.8% | Added |
| Simmons Bank | 2,836 | $604.5K | 0.05% | −208−6.8% | Reduced |
| RMB Capital Management, LLC | 2,840 | $605.3K | 0.01% | +952+50.4% | Added |
| Cahaba Wealth Management, Inc. | 2,862 | $610.1K | 0.06% | −65−2.2% | Reduced |
| Tradition Wealth Management, LLC | 2,863 | $610.3K | 0.06% | −101−3.4% | Reduced |
| Arden Trust Co | 2,868 | $611.3K | 0.09% | −49−1.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,878 | $613.4K | 0.07% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2,881 | $614.0K | 0.25% | +1,373+91.0% | Added |
| Forza Wealth Management, LLC | 2,902 | $618.6K | 0.32% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 2,914 | $621.2K | 0.01% | +444+18.0% | Added |
| Quotient Wealth Partners, LLC | 2,915 | $621.4K | 0.02% | +1,256+75.7% | Added |
| Nomura Holdings Inc | 2,926 | $623.7K | 0.01% | +2,926 | New |
| Ti-Trust, Inc | 2,929 | $624.3K | 0.46% | +326+12.5% | Added |
| Smartleaf Asset Management LLC | 2,919 | $624.6K | 0.12% | +773+36.0% | Added |
| Appleton Partners Inc | 2,932 | $625.0K | 0.05% | −76−2.5% | Reduced |
| TrinityPoint Wealth, LLC | 2,933 | $625.2K | 0.10% | −10.0% | Reduced |
| Angeles Wealth Management, LLC | 2,943 | $627.3K | 0.06% | +232+8.6% | Added |
| Values First Advisors, Inc. | 2,946 | $627.9K | 0.37% | +63+2.2% | Added |
| NFP Retirement, Inc. | 2,947 | $628.4K | 0.05% | +397+15.6% | Added |
| Ronald Blue Trust, Inc. | 2,964 | $631.7K | 0.01% | −206−6.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,964 | $631.8K | 0.18% | +13+0.4% | Added |
| Insigneo Advisory Services, LLC | 2,970 | $633.2K | 0.08% | +470+18.8% | Added |
| CMG Global Holdings, LLC | 2,974 | $633.9K | 0.44% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,975 | $634.2K | 0.07% | +606+25.6% | Added |
| Jeppson Wealth Management, LLC | 2,977 | $634.5K | 0.25% | −12−0.4% | Reduced |
| Tyche Wealth Partners LLC | 2,984 | $636.1K | 0.16% | −1,624−35.2% | Reduced |
| Rbo & Co LLC | 3,000 | $639.5K | 0.11% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,002 | $639.9K | 0.05% | +33+1.1% | Added |