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 |
|---|---|---|---|---|---|
| Xcel Wealth Management, LLC | 3,007 | $640.9K | 0.20% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,019 | $643.5K | 0.10% | +4+0.1% | Added |
| Heritage Wealth Advisors | 3,024 | $644.6K | 0.03% | −707−18.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,027 | $645.0K | 0.16% | +42+1.4% | Added |
| Mechanics Financial Corp | 3,041 | $648.2K | 0.34% | 00.0% | Unchanged |
| Jennison Associates LLC | 3,042 | $648.4K | 0.00% | −303−9.1% | Reduced |
| Chicago Trust Co NA | 3,043 | $648.6K | 0.13% | −146−4.6% | Reduced |
| Meyer Handelman Co | 3,050 | $650.1K | 0.02% | −150−4.7% | Reduced |
| Retirement Guys Formula LLC | 3,051 | $650.4K | 0.32% | +3,051 | New |
| Shoker Investment Counsel, Inc. | 3,060 | $651.5K | 0.23% | +3+0.1% | Added |
| Morton Capital Management LLC | 3,064 | $653.1K | 0.18% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,082 | $656.9K | 0.10% | +3+0.1% | Added |
| Boston Research & Management Inc | 3,090 | $658.0K | 0.16% | 00.0% | Unchanged |
| Waverton Investment Management Ltd | 3,100 | $660.6K | 0.01% | 00.0% | Unchanged |
| Trust Point Inc. | 3,110 | $662.9K | 0.05% | −2,276−42.3% | Reduced |
| Renaissance Group LLC | 3,115 | $664.0K | 0.03% | −1,354−30.3% | Reduced |
| Verdence Capital Advisors LLC | 3,118 | $664.6K | 0.06% | +80+2.6% | Added |
| Evergreen Capital Management LLC | 3,131 | $667.4K | 0.03% | −341−9.8% | Reduced |
| Good Life Advisors, LLC | 3,143 | $669.9K | 0.06% | +10.0% | Added |
| Legacy Capital Group California, Inc. | 3,145 | $670.4K | 0.25% | −117−3.6% | Reduced |
| Cornerstone Wealth Management, LLC | 3,151 | $671.6K | 0.05% | +16+0.5% | Added |
| Eldridge Investment Advisors, Inc. | 3,170 | $676.0K | 0.17% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,180 | $677.8K | 0.02% | −1,045−24.7% | Reduced |
| CAPROCK Group, Inc. | 3,198 | $681.8K | 0.04% | +178+5.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,207 | $683.6K | 0.16% | +105+3.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 3,216 | $685.5K | 0.24% | −392−10.9% | Reduced |
| Orleans Capital Management Corp | 3,217 | $685.7K | 0.45% | −400−11.1% | Reduced |
| Dopkins Wealth Management, LLC | 3,217 | $685.7K | 0.41% | +3,217 | New |
| Inceptionr LLC | 3,239 | $690.4K | 0.18% | +3,239 | New |
| Walter & Keenan Financial Consulting Co | 3,245 | $691.7K | 0.23% | +120+3.8% | Added |
| Thomasville National Bank | 3,250 | $692.7K | 0.06% | −59−1.8% | Reduced |
| Cozad Asset Management Inc | 3,253 | $693.4K | 0.07% | −7−0.2% | Reduced |
| Spinnaker Trust | 3,254 | $693.6K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,260 | $694.8K | 0.02% | +322+11.0% | Added |
| HTLF Bank | 3,273 | $697.6K | 0.08% | +91+2.9% | Added |
| Madison Asset Management, LLC | 3,275 | $698.1K | 0.01% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 3,288 | $700.8K | 0.12% | +100+3.1% | Added |
| Algebris (UK) Ltd | 3,550 | $701.3K | 0.31% | −1,122−24.0% | Reduced |
| Peoples Financial Services Corp. | 3,302 | $703.8K | 0.31% | −157−4.5% | Reduced |
| Alliance Wealth Advisors, LLC | 3,325 | $708.7K | 0.45% | 00.0% | Unchanged |
| Kades & Cheifetz LLC | 3,340 | $712.0K | 0.46% | +38+1.2% | Added |
| Cito Capital Group, LLC | 3,351 | $714.0K | 0.29% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 3,353 | $714.7K | 0.06% | +32+1.0% | Added |
| Successful Portfolios LLC | 3,364 | $717.0K | 0.49% | −42−1.2% | Reduced |
| SL Advisors, LLC | 3,364 | $717.0K | 1.41% | +27+0.8% | Added |
| Shepherd Financial Partners LLC | 3,370 | $718.2K | 0.09% | +6+0.2% | Added |
| Nwam LLC | 3,413 | $720.2K | 0.06% | +352+11.5% | Added |
| Verus Capital Partners, LLC | 3,419 | $728.8K | 0.08% | −3−0.1% | Reduced |
| Midland Wealth Advisors LLC | 3,448 | $734.9K | 0.05% | +879+34.2% | Added |
| Cassia Capital Partners, LLC | 3,457 | $736.9K | 0.49% | +755+27.9% | Added |
| Public Sector Pension Investment Board | 3,458 | $737.1K | 0.01% | −300−8.0% | Reduced |
| Westpac Banking Corp | 3,462 | $737.9K | 0.06% | −188−5.2% | Reduced |
| Portside Wealth Group, LLC | 3,465 | $738.6K | 0.14% | −157−4.3% | Reduced |
| Advisor OS, LLC | 3,476 | $740.9K | 0.09% | +1,735+99.7% | Added |
| Bill Few Associates, Inc. | 3,476 | $740.9K | 0.30% | +828+31.3% | Added |
| First Foundation Advisors | 3,504 | $746.9K | 0.03% | +419+13.6% | Added |
| Gladstone Institutional Advisory LLC | 3,510 | $748.2K | 0.04% | −1,163−24.9% | Reduced |
| Lake Street Advisors Group, LLC | 3,525 | $751.3K | 0.04% | −219−5.8% | Reduced |
| Stony Point Wealth Management Inc. | 3,527 | $751.8K | 0.33% | −419−10.6% | Reduced |
| Smith, Moore & Co. | 3,528 | $752.1K | 0.08% | −200−5.4% | Reduced |
| King Wealth | 3,532 | $753.0K | 0.13% | −79−2.2% | Reduced |
| Avidian Wealth Solutions, LLC | 3,547 | $756.0K | 0.04% | +131+3.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,559 | $758.7K | 0.04% | +1,915+116.5% | Added |
| Oakworth Capital, Inc. | 3,562 | $759.2K | 0.06% | −50−1.4% | Reduced |
| Guardian Wealth Advisors, LLC | 3,566 | $760.0K | 0.09% | +571+19.1% | Added |
| MCF Advisors LLC | 3,570 | $760.9K | 0.06% | +7+0.2% | Added |
| AlphaCore Capital LLC | 3,575 | $762.0K | 0.20% | +449+14.4% | Added |
| One Capital Management, LLC | 3,576 | $762.2K | 0.03% | +312+9.6% | Added |
| Northeast Financial Group, Inc. | 3,591 | $765.3K | 0.34% | −2,402−40.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,628 | $773.3K | 0.37% | +3,193+734.0% | Added |
| Verdad Advisers, LP | 3,633 | $774.4K | 0.84% | +3,633 | New |
| Maxi Investments CY Ltd | 3,636 | $775.0K | 0.21% | +3,636 | New |
| Richwood Investment Advisors, LLC | 3,637 | $775.3K | 0.69% | −10.0% | Reduced |
| Hyman Charles D | 3,641 | $776.0K | 0.04% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 3,642 | $776.3K | 0.24% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 3,646 | $777.1K | 0.04% | +21+0.6% | Added |
| Principal Street Partners, LLC | 3,677 | $782.9K | 0.15% | +285+8.4% | Added |
| Berkshire Bank | 3,674 | $783.1K | 0.19% | +35+1.0% | Added |
| Linscomb & Williams, Inc. | 3,683 | $785.0K | 0.04% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,702 | $789.1K | 0.02% | +731+24.6% | Added |
| Hartline Investment Corp | 3,718 | $792.5K | 0.14% | −8,499−69.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,718 | $792.5K | 0.14% | −933−20.1% | Reduced |
| NCM Capital Management, LLC | 3,737 | $796.5K | 0.45% | 00.0% | Unchanged |
| Bank Ozk | 3,742 | $797.6K | 0.36% | −140−3.6% | Reduced |
| KWB Wealth | 3,775 | $804.7K | 0.11% | −227−5.7% | Reduced |
| TCG Advisory Services, LLC | 3,808 | $811.7K | 0.04% | +591+18.4% | Added |
| Tributary Capital Management, LLC | 3,815 | $813.2K | 0.07% | −50−1.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,819 | $814.0K | 0.02% | +85+2.3% | Added |
| Seamount Financial Group Inc | 3,820 | $814.2K | 0.71% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,839 | $818.4K | 0.05% | −46−1.2% | Reduced |
| Americana Partners, LLC | 3,850 | $820.6K | 0.07% | −3,694−49.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,850 | $820.6K | 0.19% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 3,869 | $824.6K | 0.11% | +3,869 | New |
| Syon Capital LLC | 3,872 | $825.3K | 0.08% | +142+3.8% | Added |
| Notis-McConarty Edward | 3,875 | $826.0K | 0.33% | 00.0% | Unchanged |
| NBT Bank N A | 3,882 | $827.4K | 0.06% | −519−11.8% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 4,071 | $832.0K | 0.33% | −1,022−20.1% | Reduced |
| Coastal Investment Advisors, Inc. | 3,925 | $836.5K | 0.17% | −78−1.9% | Reduced |
| NBC Securities, Inc. | 3,929 | $837.0K | 0.08% | −86−2.1% | Reduced |
| Adviser Investments LLC | 3,929 | $837.4K | 0.01% | −598−13.2% | Reduced |