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 |
|---|---|---|---|---|---|
| BayBridge Capital Group, LLC | 6,545 | $1.36M | 1.18% | +29+0.4% | Added |
| Rogco, LP | 6,368 | $1.36M | 0.56% | −517−7.5% | Reduced |
| Boyar Asset Management Inc. | 6,361 | $1.36M | 0.88% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 6,353 | $1.35M | 0.66% | −72−1.1% | Reduced |
| Brighton Jones LLC | 6,325 | $1.35M | 0.05% | +642+11.3% | Added |
| Arkadios Wealth Advisors | 6,248 | $1.33M | 0.10% | +9+0.1% | Added |
| IVC Wealth Advisors LLC | 6,242 | $1.33M | 0.77% | +30.0% | Added |
| Veracity Capital LLC | 6,226 | $1.33M | 0.52% | −826−11.7% | Reduced |
| Thoroughbred Financial Services, LLC | 6,211 | $1.32M | 0.13% | −4,017−39.3% | Reduced |
| Mirabella Financial Services LLP | 6,212 | $1.32M | 0.10% | −8,332−57.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,166 | $1.31M | 0.14% | −778−11.2% | Reduced |
| Morningstar Investment Management LLC | 6,138 | $1.31M | 0.14% | 00.0% | Unchanged |
| Caldwell Trust Co | 6,133 | $1.31M | 0.15% | +30+0.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,095 | $1.30M | 0.76% | +10.0% | Added |
| Dynasty Wealth Management, LLC | 6,091 | $1.30M | 0.04% | +6,091 | New |
| Westover Capital Advisors, LLC | 6,055 | $1.29M | 0.38% | −27−0.4% | Reduced |
| Founders Financial Securities LLC | 6,026 | $1.28M | 0.13% | +292+5.1% | Added |
| Meeder Asset Management Inc | 6,018 | $1.28M | 0.08% | −12,682−67.8% | Reduced |
| Profund Advisors LLC | 6,007 | $1.28M | 0.05% | +1,120+22.9% | Added |
| Gryphon Financial Partners LLC | 5,997 | $1.28M | 0.21% | +1,227+25.7% | Added |
| Venture Visionary Partners LLC | 5,988 | $1.28M | 0.06% | 00.0% | Unchanged |
| Equitable Trust Co | 5,980 | $1.27M | 0.09% | +2,033+51.5% | Added |
| Resources Investment Advisors, LLC. | 5,974 | $1.27M | 0.02% | −602−9.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,967 | $1.27M | 0.04% | −4−0.1% | Reduced |
| NorthRock Partners, LLC | 5,907 | $1.26M | 0.05% | +107+1.8% | Added |
| Cobblestone Capital Advisors LLC | 5,888 | $1.26M | 0.08% | 00.0% | Unchanged |
| Fca Corp | 5,853 | $1.25M | 0.40% | +259+4.6% | Added |
| Welch Group, LLC | 5,827 | $1.24M | 0.06% | +20.0% | Added |
| Old National Bancorp | 5,813 | $1.24M | 0.03% | −16−0.3% | Reduced |
| Capital Planning LLC | 5,800 | $1.24M | 0.40% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 5,790 | $1.23M | 0.09% | +927+19.1% | Added |
| Pekin Hardy Strauss, Inc. | 5,777 | $1.23M | 0.17% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 5,776 | $1.23M | 0.64% | −31−0.5% | Reduced |
| Benjamin Edwards Inc | 5,762 | $1.23M | 0.24% | +241+4.4% | Added |
| MTM Investment Management, LLC | 5,723 | $1.22M | 0.50% | +150+2.7% | Added |
| Financial Advisory Service, Inc. | 5,722 | $1.22M | 0.11% | −34−0.6% | Reduced |
| Kathmere Capital Management, LLC | 5,717 | $1.22M | 0.14% | +454+8.6% | Added |
| Fidelis Capital Partners, LLC | 5,714 | $1.22M | 0.18% | +1,135+24.8% | Added |
| Rehmann Capital Advisory Group | 5,712 | $1.22M | 0.09% | −3−0.1% | Reduced |
| Franklin Street Advisors Inc | 5,702 | $1.22M | 0.09% | −453−7.4% | Reduced |
| Secured Retirement Advisors, LLC | 5,672 | $1.21M | 1.02% | +450+8.6% | Added |
| Quadcap Wealth Management, LLC | 5,668 | $1.21M | 0.27% | −681−10.7% | Reduced |
| Welch & Forbes LLC | 5,649 | $1.20M | 0.02% | −23−0.4% | Reduced |
| Avantax Planning Partners, Inc. | 5,634 | $1.20M | 0.04% | +214+3.9% | Added |
| Corundum Group, Inc. | 5,617 | $1.20M | 0.58% | −20−0.4% | Reduced |
| Kovack Advisors, Inc. | 5,606 | $1.19M | 0.14% | +152+2.8% | Added |
| Summit Trail Advisors, LLC | 5,599 | $1.19M | 0.03% | +322+6.1% | Added |
| FourThought Financial Partners, LLC | 5,582 | $1.19M | 0.14% | −213−3.7% | Reduced |
| Tandem Capital Management Corp | 5,561 | $1.19M | 0.67% | 00.0% | Unchanged |
| First Pacific Financial | 5,559 | $1.18M | 0.33% | +43+0.8% | Added |
| HHM Wealth Advisors, LLC | 5,555 | $1.18M | 0.19% | +10.0% | Added |
| Detalus Advisors, LLC | 5,554 | $1.18M | 0.42% | −100−1.8% | Reduced |
| Wealthspire Advisors, LLC | 5,546 | $1.18M | 0.02% | −542−8.9% | Reduced |
| Piscataqua Savings Bank | 5,544 | $1.18M | 1.04% | −56−1.0% | Reduced |
| Trium Capital LLP | 5,527 | $1.18M | 0.44% | +1,939+54.0% | Added |
| Segment Wealth Management, LLC | 5,517 | $1.18M | 0.09% | +143+2.7% | Added |
| RDA Financial Network | 5,494 | $1.17M | 0.40% | +67+1.2% | Added |
| HBK Sorce Advisory LLC | 5,487 | $1.17M | 0.04% | +302+5.8% | Added |
| Engineers Gate Manager LP | 5,466 | $1.17M | 0.03% | +412+8.2% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 5,453 | $1.16M | 0.83% | −60−1.1% | Reduced |
| SOL Capital Management CO | 5,450 | $1.16M | 0.15% | 00.0% | Unchanged |
| Monument Capital Management | 5,451 | $1.16M | 0.33% | −10−0.2% | Reduced |
| Titleist Asset Management, LLC | 5,444 | $1.16M | 0.20% | −129−2.3% | Reduced |
| L.M. Kohn & Company | 5,443 | $1.16M | 0.33% | −309−5.4% | Reduced |
| Cubist Systematic Strategies, LLC | 5,441 | $1.16M | 0.01% | +5,441 | New |
| Correct Capital Wealth Management | 5,414 | $1.15M | 0.27% | +1,040+23.8% | Added |
| Hilltop Holdings Inc. | 5,403 | $1.15M | 0.13% | −114−2.1% | Reduced |
| High Net Worth Advisory Group LLC | 5,387 | $1.15M | 0.36% | +121+2.3% | Added |
| Clear Creek Financial Management, LLC | 5,371 | $1.14M | 0.15% | +9+0.2% | Added |
| Clearstead Advisors, LLC | 5,426 | $1.14M | 0.06% | +408+8.1% | Added |
| Mainstay Capital Management LLC | 5,352 | $1.14M | 0.22% | −705−11.6% | Reduced |
| South State Corp. | 5,327 | $1.14M | 0.09% | −45−0.8% | Reduced |
| Choate Investment Advisors | 5,302 | $1.13M | 0.03% | +988+22.9% | Added |
| WealthTrust Axiom LLC | 5,258 | $1.12M | 0.36% | +601+12.9% | Added |
| Duality Advisers, LP | 5,235 | $1.12M | 0.11% | +5,235 | New |
| Valmark Advisers, Inc. | 5,220 | $1.11M | 0.02% | +10.0% | Added |
| Essex Financial Services, Inc. | 5,141 | $1.10M | 0.10% | −199−3.7% | Reduced |
| Edge Capital Group, LLC | 5,126 | $1.09M | 0.05% | −580−10.2% | Reduced |
| Moneta Group Investment Advisors LLC | 5,088 | $1.08M | 0.02% | +385+8.2% | Added |
| MRP Capital Investments, LLC | 5,080 | $1.08M | 1.09% | −310−5.8% | Reduced |
| WR Wealth Planners, LLC | 5,078 | $1.08M | 0.34% | +17+0.3% | Added |
| First Trust Investment Solutions L.P. | 5,053 | $1.08M | 0.19% | −64−1.3% | Reduced |
| Spears Abacus Advisors LLC | 5,050 | $1.08M | 0.02% | +5,050 | New |
| Fulton Bank, N.A. | 5,048 | $1.08M | 0.04% | −98−1.9% | Reduced |
| Stevens Capital Management LP | 5,035 | $1.07M | 0.21% | +5,035 | New |
| Okabena Investment Services Inc | 5,028 | $1.07M | 0.36% | −12−0.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,012 | $1.07M | 0.08% | +102+2.1% | Added |
| GeoWealth Management, LLC | 5,005 | $1.07M | 0.04% | +400+8.7% | Added |
| Alta Capital Management LLC | 5,000 | $1.07M | 0.07% | −2,825−36.1% | Reduced |
| TCM Advisors, LLC | – | $1.07M | 0.84% | – | – |
| Barbara Oil Co. | 5,000 | $1.07M | 0.45% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,000 | $1.07M | 0.32% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 4,964 | $1.06M | 0.47% | +20.0% | Added |
| Quaero Capital S.A. | 4,950 | $1.06M | 1.64% | −2,150−30.3% | Reduced |
| Meeder Advisory Services, Inc. | 4,923 | $1.05M | 0.11% | +280+6.0% | Added |
| Threadgill Financial, LLC | 4,913 | $1.05M | 0.47% | +4,913 | New |
| Addison Capital Co | 4,877 | $1.04M | 0.52% | +1,276+35.4% | Added |
| BNP Paribas | 4,824 | $1.03M | 0.05% | +4,824 | New |
| Sonnipe Ltd | 4,822 | $1.03M | 0.11% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 4,797 | $1.02M | 0.20% | +337+7.6% | Added |