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 |
|---|---|---|---|---|---|
| Cahaba Wealth Management, Inc. | 2,862 | $610.1K | 0.06% | −65−2.2% | Reduced |
| RMB Capital Management, LLC | 2,840 | $605.3K | 0.01% | +952+50.4% | Added |
| Simmons Bank | 2,836 | $604.5K | 0.05% | −208−6.8% | Reduced |
| Magnus Financial Group LLC | 2,834 | $604.2K | 0.07% | +204+7.8% | Added |
| Cassaday & Co Wealth Management LLC | 2,832 | $603.6K | 0.02% | +383+15.6% | Added |
| International Assets Investment Management, LLC | 2,835 | $603.6K | 0.06% | +19+0.7% | Added |
| Lester Murray Antman dba SimplyRich | 2,811 | $600.0K | 0.19% | +37+1.3% | Added |
| Northwest Investment Counselors, LLC | 2,812 | $599.4K | 0.15% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,804 | $597.7K | 0.03% | +25+0.9% | Added |
| Pitcairn Co | 2,796 | $596.0K | 0.04% | +177+6.8% | Added |
| Sawyer & Company, Inc | 2,795 | $595.8K | 0.24% | −65−2.3% | Reduced |
| Arvest Trust Co N A | 2,775 | $591.5K | 0.03% | +1,417+104.3% | Added |
| Meridian Financial, LLC | 2,771 | $590.7K | 0.44% | −171−5.8% | Reduced |
| Farther Finance Advisors, LLC | 2,772 | $590.1K | 0.04% | +400+16.9% | Added |
| Great Lakes Retirement, Inc. | 2,767 | $589.8K | 0.09% | −50−1.8% | Reduced |
| Modera Wealth Management, LLC | 2,762 | $588.7K | 0.01% | +66+2.4% | Added |
| KLCM Advisors, Inc. | 2,753 | $586.8K | 0.08% | +850+44.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,750 | $586.2K | 0.07% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 2,745 | $583.8K | 0.32% | +2,745 | New |
| Glenview Trust Co | 2,720 | $579.8K | 0.01% | −246−8.3% | Reduced |
| Atwood & Palmer Inc | 2,707 | $577.0K | 0.04% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 2,703 | $576.1K | 0.19% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,698 | $575.1K | 0.46% | −110−3.9% | Reduced |
| Kuhn & Co Investment Counsel | 2,691 | $573.6K | 0.54% | 00.0% | Unchanged |
| Falcon Wealth Planning | 2,680 | $571.3K | 0.09% | +14+0.5% | Added |
| Gs Investments, Inc. | 2,675 | $570.2K | 0.28% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 2,673 | $570.0K | 0.08% | +85+3.3% | Added |
| Mendel Money Management | 2,670 | $569.1K | 0.26% | +12+0.5% | Added |
| Fort Point Capital Partners LLC | 2,659 | $566.8K | 0.08% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 2,659 | $566.8K | 0.02% | −89−3.2% | Reduced |
| Creekmur Asset Management LLC | 2,654 | $565.7K | 0.19% | +318+13.6% | Added |
| Clearview Wealth Advisors LLC | 2,652 | $565.3K | 0.58% | −55−2.0% | Reduced |
| Hohimer Wealth Management, LLC | 2,650 | $564.8K | 0.13% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 2,648 | $564.5K | 0.02% | +185+7.5% | Added |
| Johnson Financial Group, Inc. | 2,647 | $564.2K | 0.03% | −1,146−30.2% | Reduced |
| Buska Wealth Management, LLC | 2,646 | $564.0K | 0.25% | +2,646 | New |
| Per Stirling Capital Management, LLC. | 2,644 | $563.5K | 0.09% | −107−3.9% | Reduced |
| Herold Advisors, Inc. | 2,638 | $562.3K | 0.14% | −5,308−66.8% | Reduced |
| Van Cleef Asset Management,Inc | 2,607 | $555.7K | 0.07% | +10.0% | Added |
| Apella Capital, LLC | 2,689 | $555.2K | 0.03% | +10.0% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 2,598 | $553.8K | 0.72% | −652−20.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,349 | $553.1K | 0.39% | +1,285+62.3% | Added |
| Atom Investors LP | 2,594 | $552.9K | 0.07% | −21,214−89.1% | Reduced |
| Zullo Investment Group, Inc. | 2,591 | $552.4K | 0.26% | −48−1.8% | Reduced |
| Canandaigua National Bank & Trust Co | 2,586 | $551.2K | 0.08% | −25−1.0% | Reduced |
| Skopos Labs, Inc. | 2,576 | $548.5K | 0.24% | +9+0.4% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,573 | $548.5K | 0.21% | +196+8.2% | Added |
| Signal Advisors Wealth, LLC | 2,571 | $548.0K | 0.14% | +56+2.2% | Added |
| Fukoku Mutual Life Insurance Co | 2,558 | $545.2K | 0.04% | −124−4.6% | Reduced |
| Am Investment Strategies LLC | 2,552 | $544.0K | 0.14% | +165+6.9% | Added |
| Summit Financial, LLC | 2,549 | $543.3K | 0.03% | +161+6.7% | Added |
| Stablepoint Partners, LLC | 2,544 | $542.3K | 0.11% | +77+3.1% | Added |
| Sanders Morris Harris LLC | 2,542 | $541.8K | 0.10% | +2,542 | New |
| Weinberger Asset Management, Inc | 2,541 | $541.6K | 0.26% | +11+0.4% | Added |
| Stockman Wealth Management, Inc. | 2,540 | $541.4K | 0.10% | −22−0.9% | Reduced |
| Latitude Advisors, LLC | 2,534 | $540.2K | 0.34% | +3+0.1% | Added |
| Ifrah Financial Services, Inc. | 2,533 | $539.8K | 0.15% | −42−1.6% | Reduced |
| Capital Analysts, LLC | 2,523 | $538.0K | 0.03% | −36,683−93.6% | Reduced |
| Foguth Wealth Management, LLC. | 2,515 | $536.1K | 0.29% | +2,515 | New |
| Parthenon LLC | 2,500 | $532.9K | 0.07% | −95−3.7% | Reduced |
| USA Financial Portformulas Corp | 2,496 | $532.0K | 0.09% | −388−13.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,483 | $529.3K | 0.11% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 2,480 | $528.6K | 0.01% | −69−2.7% | Reduced |
| Old Second National Bank of Aurora | 2,478 | $528.2K | 0.14% | 00.0% | Unchanged |
| Geneva Partners, LLC | 2,468 | $526.1K | 0.23% | 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 |
| Jupiter Wealth Management LLC | 2,500 | $525.0K | 0.28% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 2,455 | $523.3K | 0.14% | −20−0.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 2,445 | $521.2K | 0.39% | −702−22.3% | Reduced |
| Viawealth, LLC | 2,440 | $520.1K | 0.33% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,429 | $517.7K | 0.05% | +29+1.2% | Added |
| Mount Yale Investment Advisors, LLC | 2,414 | $514.6K | 0.04% | −185−7.1% | Reduced |
| Clarius Group, LLC | 2,414 | $514.5K | 0.04% | −691−22.3% | Reduced |
| Bryn Mawr Trust Co | 2,412 | $514.1K | 0.02% | +2,412 | New |
| Cyndeo Wealth Partners, LLC | 2,410 | $513.8K | 0.04% | −39−1.6% | Reduced |
| Forum Financial Management, LP | 2,408 | $513.3K | 0.01% | −165−6.4% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,400 | $511.6K | 0.28% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 2,400 | $511.6K | 0.01% | +2,400 | New |
| Wealth Dimensions Group, Ltd. | 2,398 | $511.1K | 0.15% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 2,398 | $511.1K | 0.01% | +2,398 | New |
| Badgley Phelps Wealth Managers, LLC | 2,390 | $509.3K | 0.01% | +314+15.1% | Added |
| Aigen Investment Management, LP | 2,389 | $509.2K | 0.11% | +1,139+91.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,388 | $509.0K | 0.21% | −68−2.8% | Reduced |
| Cornerstone Advisory, LLC | 2,382 | $507.7K | 0.07% | +46+2.0% | Added |
| Hoylecohen, LLC | 2,381 | $507.5K | 0.04% | +10.0% | Added |
| Catalytic Wealth RIA, LLC | 2,375 | $506.2K | 0.10% | +384+19.3% | Added |
| Wellington Shields Capital Management, LLC | 2,371 | $505.3K | 0.10% | +10.0% | Added |
| First Nebraska Trust Co | 2,351 | $501.1K | 0.05% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,350 | $500.9K | 0.01% | +300+14.6% | Added |
| Patron Partners Advisors, LLC | 2,346 | $500.0K | 0.30% | +454+24.0% | Added |
| Claro Advisors LLC | 2,343 | $499.3K | 0.09% | +285+13.8% | Added |
| Monumental Financial Group Inc. | 2,334 | $497.6K | 0.26% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,326 | $495.8K | 0.07% | +30+1.3% | Added |
| Hudock, Inc. | 2,325 | $495.6K | 0.11% | +2+0.1% | Added |
| Adell Harriman & Carpenter Inc | 2,313 | $493.0K | 0.04% | −325−12.3% | Reduced |
| SlateStone Wealth, LLC | 2,309 | $492.0K | 0.05% | +123+5.6% | Added |
| Capital Investment Advisory Services, LLC | 2,305 | $491.4K | 0.05% | −44−1.9% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,305 | $491.3K | 0.28% | 00.0% | Unchanged |
| Private Capital Management, LLC | 2,304 | $491.0K | 0.06% | 00.0% | Unchanged |