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 |
|---|---|---|---|---|---|
| Steel Peak Wealth Management LLC | 3,646 | $777.1K | 0.04% | +21+0.6% | Added |
| Solidarilty Wealth, LLC | 3,642 | $776.3K | 0.24% | 00.0% | Unchanged |
| Hyman Charles D | 3,641 | $776.0K | 0.04% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 3,637 | $775.3K | 0.69% | −10.0% | Reduced |
| Maxi Investments CY Ltd | 3,636 | $775.0K | 0.21% | +3,636 | New |
| Verdad Advisers, LP | 3,633 | $774.4K | 0.84% | +3,633 | New |
| Caldwell Sutter Capital, Inc. | 3,628 | $773.3K | 0.37% | +3,193+734.0% | Added |
| Northeast Financial Group, Inc. | 3,591 | $765.3K | 0.34% | −2,402−40.1% | Reduced |
| One Capital Management, LLC | 3,576 | $762.2K | 0.03% | +312+9.6% | Added |
| AlphaCore Capital LLC | 3,575 | $762.0K | 0.20% | +449+14.4% | Added |
| MCF Advisors LLC | 3,570 | $760.9K | 0.06% | +7+0.2% | Added |
| Guardian Wealth Advisors, LLC | 3,566 | $760.0K | 0.09% | +571+19.1% | Added |
| Oakworth Capital, Inc. | 3,562 | $759.2K | 0.06% | −50−1.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,559 | $758.7K | 0.04% | +1,915+116.5% | Added |
| Avidian Wealth Solutions, LLC | 3,547 | $756.0K | 0.04% | +131+3.8% | Added |
| King Wealth | 3,532 | $753.0K | 0.13% | −79−2.2% | Reduced |
| Smith, Moore & Co. | 3,528 | $752.1K | 0.08% | −200−5.4% | Reduced |
| Stony Point Wealth Management Inc. | 3,527 | $751.8K | 0.33% | −419−10.6% | Reduced |
| Lake Street Advisors Group, LLC | 3,525 | $751.3K | 0.04% | −219−5.8% | Reduced |
| Gladstone Institutional Advisory LLC | 3,510 | $748.2K | 0.04% | −1,163−24.9% | Reduced |
| First Foundation Advisors | 3,504 | $746.9K | 0.03% | +419+13.6% | Added |
| Bill Few Associates, Inc. | 3,476 | $740.9K | 0.30% | +828+31.3% | Added |
| Advisor OS, LLC | 3,476 | $740.9K | 0.09% | +1,735+99.7% | Added |
| Portside Wealth Group, LLC | 3,465 | $738.6K | 0.14% | −157−4.3% | Reduced |
| Westpac Banking Corp | 3,462 | $737.9K | 0.06% | −188−5.2% | Reduced |
| Public Sector Pension Investment Board | 3,458 | $737.1K | 0.01% | −300−8.0% | Reduced |
| Cassia Capital Partners, LLC | 3,457 | $736.9K | 0.49% | +755+27.9% | Added |
| Midland Wealth Advisors LLC | 3,448 | $734.9K | 0.05% | +879+34.2% | Added |
| Verus Capital Partners, LLC | 3,419 | $728.8K | 0.08% | −3−0.1% | Reduced |
| Nwam LLC | 3,413 | $720.2K | 0.06% | +352+11.5% | Added |
| Shepherd Financial Partners LLC | 3,370 | $718.2K | 0.09% | +6+0.2% | 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 |
| Pine Valley Investments Ltd Liability Co | 3,353 | $714.7K | 0.06% | +32+1.0% | Added |
| Cito Capital Group, LLC | 3,351 | $714.0K | 0.29% | 00.0% | Unchanged |
| Kades & Cheifetz LLC | 3,340 | $712.0K | 0.46% | +38+1.2% | Added |
| Alliance Wealth Advisors, LLC | 3,325 | $708.7K | 0.45% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,302 | $703.8K | 0.31% | −157−4.5% | Reduced |
| Algebris (UK) Ltd | 3,550 | $701.3K | 0.31% | −1,122−24.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,288 | $700.8K | 0.12% | +100+3.1% | Added |
| Madison Asset Management, LLC | 3,275 | $698.1K | 0.01% | 00.0% | Unchanged |
| HTLF Bank | 3,273 | $697.6K | 0.08% | +91+2.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,260 | $694.8K | 0.02% | +322+11.0% | Added |
| Spinnaker Trust | 3,254 | $693.6K | 0.04% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,253 | $693.4K | 0.07% | −7−0.2% | Reduced |
| Thomasville National Bank | 3,250 | $692.7K | 0.06% | −59−1.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 3,245 | $691.7K | 0.23% | +120+3.8% | Added |
| Inceptionr LLC | 3,239 | $690.4K | 0.18% | +3,239 | New |
| 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 |
| McElhenny Sheffield Capital Management, LLC | 3,216 | $685.5K | 0.24% | −392−10.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,207 | $683.6K | 0.16% | +105+3.4% | Added |
| CAPROCK Group, Inc. | 3,198 | $681.8K | 0.04% | +178+5.9% | Added |
| Exchange Traded Concepts, LLC | 3,180 | $677.8K | 0.02% | −1,045−24.7% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,170 | $676.0K | 0.17% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,151 | $671.6K | 0.05% | +16+0.5% | Added |
| Legacy Capital Group California, Inc. | 3,145 | $670.4K | 0.25% | −117−3.6% | Reduced |
| Good Life Advisors, LLC | 3,143 | $669.9K | 0.06% | +10.0% | Added |
| Evergreen Capital Management LLC | 3,131 | $667.4K | 0.03% | −341−9.8% | Reduced |
| Verdence Capital Advisors LLC | 3,118 | $664.6K | 0.06% | +80+2.6% | Added |
| Renaissance Group LLC | 3,115 | $664.0K | 0.03% | −1,354−30.3% | Reduced |
| Trust Point Inc. | 3,110 | $662.9K | 0.05% | −2,276−42.3% | Reduced |
| Waverton Investment Management Ltd | 3,100 | $660.6K | 0.01% | 00.0% | Unchanged |
| Boston Research & Management Inc | 3,090 | $658.0K | 0.16% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,082 | $656.9K | 0.10% | +3+0.1% | Added |
| Morton Capital Management LLC | 3,064 | $653.1K | 0.18% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 3,060 | $651.5K | 0.23% | +3+0.1% | Added |
| Retirement Guys Formula LLC | 3,051 | $650.4K | 0.32% | +3,051 | New |
| Meyer Handelman Co | 3,050 | $650.1K | 0.02% | −150−4.7% | Reduced |
| Chicago Trust Co NA | 3,043 | $648.6K | 0.13% | −146−4.6% | Reduced |
| Jennison Associates LLC | 3,042 | $648.4K | 0.00% | −303−9.1% | Reduced |
| Mechanics Financial Corp | 3,041 | $648.2K | 0.34% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 3,027 | $645.0K | 0.16% | +42+1.4% | Added |
| Heritage Wealth Advisors | 3,024 | $644.6K | 0.03% | −707−18.9% | Reduced |
| Moloney Securities Asset Management, LLC | 3,019 | $643.5K | 0.10% | +4+0.1% | Added |
| Xcel Wealth Management, LLC | 3,007 | $640.9K | 0.20% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,002 | $639.9K | 0.05% | +33+1.1% | Added |
| Rbo & Co LLC | 3,000 | $639.5K | 0.11% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 2,984 | $636.1K | 0.16% | −1,624−35.2% | Reduced |
| Jeppson Wealth Management, LLC | 2,977 | $634.5K | 0.25% | −12−0.4% | Reduced |
| Ausdal Financial Partners, Inc. | 2,975 | $634.2K | 0.07% | +606+25.6% | Added |
| CMG Global Holdings, LLC | 2,974 | $633.9K | 0.44% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,970 | $633.2K | 0.08% | +470+18.8% | Added |
| Legacy Wealth Asset Management, LLC | 2,964 | $631.8K | 0.18% | +13+0.4% | Added |
| Ronald Blue Trust, Inc. | 2,964 | $631.7K | 0.01% | −206−6.5% | Reduced |
| NFP Retirement, Inc. | 2,947 | $628.4K | 0.05% | +397+15.6% | Added |
| Values First Advisors, Inc. | 2,946 | $627.9K | 0.37% | +63+2.2% | Added |
| Angeles Wealth Management, LLC | 2,943 | $627.3K | 0.06% | +232+8.6% | Added |
| TrinityPoint Wealth, LLC | 2,933 | $625.2K | 0.10% | −10.0% | Reduced |
| Appleton Partners Inc | 2,932 | $625.0K | 0.05% | −76−2.5% | Reduced |
| Smartleaf Asset Management LLC | 2,919 | $624.6K | 0.12% | +773+36.0% | Added |
| Ti-Trust, Inc | 2,929 | $624.3K | 0.46% | +326+12.5% | Added |
| Nomura Holdings Inc | 2,926 | $623.7K | 0.01% | +2,926 | New |
| Quotient Wealth Partners, LLC | 2,915 | $621.4K | 0.02% | +1,256+75.7% | Added |
| Flputnam Investment Management Co | 2,914 | $621.2K | 0.01% | +444+18.0% | Added |
| Forza Wealth Management, LLC | 2,902 | $618.6K | 0.32% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2,881 | $614.0K | 0.25% | +1,373+91.0% | Added |
| Marble Harbor Investment Counsel, LLC | 2,878 | $613.4K | 0.07% | 00.0% | Unchanged |
| Arden Trust Co | 2,868 | $611.3K | 0.09% | −49−1.7% | Reduced |
| Tradition Wealth Management, LLC | 2,863 | $610.3K | 0.06% | −101−3.4% | Reduced |