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; 2,380 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 | 2,380 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,324 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,206 | $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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 4,791 | $1.02M | 0.03% | −249−4.9% | Reduced |
| XML Financial, LLC | 4,770 | $1.02M | 0.10% | −273−5.4% | Reduced |
| Wedmont Private Capital | 4,898 | $1.01M | 0.07% | +104+2.2% | Added |
| Bank of Nova Scotia Trust Co | 4,745 | $1.01M | 0.11% | −100−2.1% | Reduced |
| Lavaca Capital LLC | 4,738 | $1.01M | 0.62% | −200−4.1% | Reduced |
| Mainsail Financial Group, LLC | 4,724 | $1.01M | 0.69% | −30−0.6% | Reduced |
| Advisory Alpha, LLC | 4,707 | $1.00M | 0.04% | +81+1.8% | Added |
| J.W. Cole Advisors, Inc. | 4,676 | $996.8K | 0.05% | +176+3.9% | Added |
| HM Payson & Co | 4,672 | $995.8K | 0.02% | +14+0.3% | Added |
| Atomi Financial Group, Inc. | 4,670 | $995.3K | 0.09% | +2,363+102.4% | Added |
| Country Club Bank | 4,631 | $987.1K | 0.07% | 00.0% | Unchanged |
| Terry L. Blaker | 4,621 | $985.0K | 0.07% | +2,057+80.2% | Added |
| Allianz SE | 4,601 | $980.7K | 0.03% | +4,601 | New |
| Payden & Rygel | 4,600 | $980.0K | 0.07% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 4,600 | $980.0K | 0.07% | +4,600 | New |
| Symphony Financial, Ltd. Co. | 4,587 | $977.7K | 0.23% | −203−4.2% | Reduced |
| Daymark Wealth Partners, LLC | 4,568 | $973.7K | 0.05% | −75−1.6% | Reduced |
| RW Investment Management LLC | 4,567 | $973.5K | 0.14% | +425+10.3% | Added |
| J. W. Coons Advisors, LLC | 4,550 | $969.8K | 0.22% | 00.0% | Unchanged |
| MWA Asset Management | 4,549 | $969.6K | 0.70% | +126+2.8% | Added |
| MidWestOne Financial Group, Inc. | 4,547 | $969.0K | 0.17% | +50+1.1% | Added |
| Schonfeld Strategic Advisors LLC | 4,526 | $964.7K | 0.01% | −9,446−67.6% | Reduced |
| OneAscent Financial Services LLC | 4,493 | $958.0K | 0.11% | −31−0.7% | Reduced |
| IFP Advisors, Inc | 4,492 | $957.3K | 0.04% | +156+3.6% | Added |
| Simplex Trading, LLC | 4,488 | $956.0K | 0.03% | −7,360−62.1% | Reduced |
| Park Avenue Securities LLC | 4,478 | $955.0K | 0.01% | +492+12.3% | Added |
| NCP Inc. | 4,471 | $952.9K | 0.66% | +4,471 | New |
| GW Henssler & Associates Ltd | 4,464 | $951.5K | 0.06% | +81+1.8% | Added |
| Twin Capital Management Inc | 4,435 | $945.3K | 0.12% | +72+1.7% | Added |
| STAR Financial Bank | 4,431 | $944.5K | 0.81% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,404 | $938.8K | 0.06% | −847−16.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 4,401 | $938.1K | 0.16% | +10.0% | Added |
| Dempze Nancy E | 4,390 | $935.7K | 0.71% | −125−2.8% | Reduced |
| Capital Investment Counsel, LLC | 4,384 | $934.5K | 0.20% | +4,384 | New |
| Werlinich Asset Management, LLC | 4,335 | $927.6K | 0.61% | −85−1.9% | Reduced |
| IMS Capital Management | 4,342 | $925.5K | 0.43% | −146−3.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,340 | $925.0K | 0.10% | −40−0.9% | Reduced |
| Wesbanco Bank Inc | 4,299 | $916.3K | 0.03% | +1,131+35.7% | Added |
| Cigna Investments Inc | 4,284 | $913.0K | 0.17% | −62−1.4% | Reduced |
| Mayflower Financial Advisors, LLC | 4,273 | $910.8K | 0.15% | +50+1.2% | Added |
| Diversified Trust Co | 4,271 | $910.5K | 0.03% | +2,521+144.1% | Added |
| MMBG Investment Advisors Co. | 4,260 | $908.0K | 0.10% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 4,256 | $907.2K | 0.25% | +50+1.2% | Added |
| Logan Capital Management Inc | 4,251 | $906.2K | 0.04% | −7−0.2% | Reduced |
| Douglas Lane & Associates, LLC | 4,250 | $906.0K | 0.01% | −49−1.1% | Reduced |
| Wulff, Hansen & Co. | 4,234 | $902.5K | 0.90% | 00.0% | Unchanged |
| Smith, Salley & Associates | 4,218 | $899.1K | 0.07% | +4,218 | New |
| McDonald Partners LLC | 4,214 | $898.2K | 0.25% | +10.0% | Added |
| MONECO Advisors, LLC | 4,213 | $898.1K | 0.14% | −65−1.5% | Reduced |
| Silvercrest Asset Management Group LLC | 4,208 | $896.9K | 0.01% | −1,808−30.1% | Reduced |
| Bayesian Capital Management, LP | 4,195 | $894.2K | 0.09% | +4,195 | New |
| Integrated Advisors Network LLC | 4,189 | $892.9K | 0.05% | +8+0.2% | Added |
| American National Bank | 4,153 | $885.2K | 0.12% | +2,138+106.1% | Added |
| Kennedy Investment Group | 4,132 | $880.7K | 0.47% | +64+1.6% | Added |
| Regatta Capital Group, LLC | 4,116 | $877.3K | 0.20% | 00.0% | Unchanged |
| Montecito Bank & Trust | 4,103 | $874.6K | 0.17% | −275−6.3% | Reduced |
| Aberdeen Wealth Management LLC | 4,085 | $870.7K | 0.51% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 4,075 | $868.6K | 0.11% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 4,215 | $868.0K | 0.17% | −277−6.2% | Reduced |
| HF Advisory Group, LLC | 4,069 | $867.5K | 0.49% | −95−2.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,067 | $866.9K | 0.03% | +412+11.3% | Added |
| GAMMA Investing LLC | 4,046 | $862.5K | 0.18% | +913+29.1% | Added |
| Qtron Investments LLC | 4,045 | $862.2K | 0.12% | 00.0% | Unchanged |
| Busey Wealth Management | 4,028 | $858.6K | 0.03% | −31−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,026 | $858.2K | 0.03% | −83−2.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,026 | $858.2K | 0.02% | +1,604+66.2% | Added |
| Founders Financial Alliance, LLC | 4,024 | $857.8K | 0.26% | −109−2.6% | Reduced |
| Tradewinds, LLC. | 3,992 | $850.9K | 0.75% | +3,992 | New |
| Transcend Wealth Collective, LLC | 3,987 | $849.9K | 0.07% | +124+3.2% | Added |
| Beaumont Financial Advisors, LLC | 3,982 | $848.8K | 0.07% | +825+26.1% | Added |
| Symmetry Partners, LLC | 3,979 | $848.0K | 0.07% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 3,977 | $847.7K | 0.47% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 3,964 | $845.0K | 0.02% | +427+12.1% | Added |
| Community Bank, N.A. | 3,962 | $844.5K | 0.11% | −200−4.8% | Reduced |
| First National Bank of Hutchinson | 3,941 | $840.0K | 0.56% | +20+0.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,933 | $838.5K | 0.25% | +919+30.5% | Added |
| Adviser Investments LLC | 3,929 | $837.4K | 0.01% | −598−13.2% | Reduced |
| NBC Securities, Inc. | 3,929 | $837.0K | 0.08% | −86−2.1% | Reduced |
| Coastal Investment Advisors, Inc. | 3,925 | $836.5K | 0.17% | −78−1.9% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 4,071 | $832.0K | 0.33% | −1,022−20.1% | Reduced |
| NBT Bank N A | 3,882 | $827.4K | 0.06% | −519−11.8% | Reduced |
| Notis-McConarty Edward | 3,875 | $826.0K | 0.33% | 00.0% | Unchanged |
| Syon Capital LLC | 3,872 | $825.3K | 0.08% | +142+3.8% | Added |
| Grey Street Capital, LLC | 3,869 | $824.6K | 0.11% | +3,869 | New |
| Ipswich Investment Management Co., Inc. | 3,850 | $820.6K | 0.19% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,850 | $820.6K | 0.07% | −3,694−49.0% | Reduced |
| Financial Advocates Investment Management | 3,839 | $818.4K | 0.05% | −46−1.2% | Reduced |
| Seamount Financial Group Inc | 3,820 | $814.2K | 0.71% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 3,819 | $814.0K | 0.02% | +85+2.3% | Added |
| Tributary Capital Management, LLC | 3,815 | $813.2K | 0.07% | −50−1.3% | Reduced |
| TCG Advisory Services, LLC | 3,808 | $811.7K | 0.04% | +591+18.4% | Added |
| KWB Wealth | 3,775 | $804.7K | 0.11% | −227−5.7% | Reduced |
| Bank Ozk | 3,742 | $797.6K | 0.36% | −140−3.6% | Reduced |
| NCM Capital Management, LLC | 3,737 | $796.5K | 0.45% | 00.0% | Unchanged |
| 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 |
| Principal Securities, Inc. | 3,702 | $789.1K | 0.02% | +731+24.6% | Added |
| Linscomb & Williams, Inc. | 3,683 | $785.0K | 0.04% | 00.0% | Unchanged |
| Berkshire Bank | 3,674 | $783.1K | 0.19% | +35+1.0% | Added |
| Principal Street Partners, LLC | 3,677 | $782.9K | 0.15% | +285+8.4% | Added |