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 |
|---|---|---|---|---|---|
| Conning Inc. | 2,302 | $490.7K | 0.02% | −100−4.2% | Reduced |
| KMG Fiduciary Partners, LLC | 2,287 | $487.5K | 0.05% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2,286 | $487.3K | 0.14% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 2,281 | $486.2K | 0.04% | −4,112−64.3% | Reduced |
| Tucker Asset Management LLC | 2,281 | $486.2K | 0.11% | −1,047−31.5% | Reduced |
| Intrua Financial, LLC | 2,275 | $484.9K | 0.08% | −49−2.1% | Reduced |
| Formidable Asset Management, LLC | 2,272 | $484.3K | 0.08% | +2,272 | New |
| Keel Point, LLC | 2,271 | $484.1K | 0.05% | +111+5.1% | Added |
| Syntegra Private Wealth Group, LLC | 2,268 | $483.4K | 0.06% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,259 | $481.6K | 0.05% | +2,259 | New |
| CoreCap Advisors, LLC | 2,256 | $481.0K | 0.03% | +217+10.6% | Added |
| BlackDiamond Wealth Management Inc. | 2,251 | $479.8K | 0.34% | −139−5.8% | Reduced |
| Syntax Research, Inc. | 2,244 | $478.3K | 0.37% | +91+4.2% | Added |
| Aspiriant, LLC | 2,226 | $474.5K | 0.02% | +96+4.5% | Added |
| Vaughan David Investments LLC | 2,222 | $474.0K | 0.01% | +562+33.9% | Added |
| Harvest Fund Management Co., Ltd | 2,213 | $472.0K | 0.04% | +2,213 | New |
| Moody National Bank Trust Division | 2,208 | $470.6K | 0.04% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 2,181 | $464.9K | 0.16% | −64−2.9% | Reduced |
| Csenge Advisory Group | 2,173 | $463.2K | 0.03% | −49−2.2% | Reduced |
| Alaethes Wealth LLC | 2,170 | $462.5K | 0.20% | −214−9.0% | Reduced |
| Shelton Capital Management | 2,168 | $462.1K | 0.01% | 00.0% | Unchanged |
| Saturna Capital CORP | 2,162 | $460.8K | 0.01% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 2,159 | $460.2K | 0.28% | +8+0.4% | Added |
| Warren Averett Asset Management, LLC | 2,155 | $459.4K | 0.01% | +530+32.6% | Added |
| Roman Butler Fullerton & Co | 2,207 | $458.1K | 0.17% | −6−0.3% | Reduced |
| Canopy Partners, LLC | 2,144 | $457.0K | 0.22% | +569+36.1% | Added |
| David Loasby | 2,199 | $454.1K | 0.05% | −353−13.8% | Reduced |
| Jag Capital Management, LLC | 2,124 | $452.7K | 0.06% | −93−4.2% | Reduced |
| Alpha Cubed Investments, LLC | 2,122 | $452.4K | 0.02% | +149+7.6% | Added |
| Paloma Partners Management Co | 2,116 | $451.0K | 0.07% | +1,916+958.0% | Added |
| Connecticut Wealth Management, LLC | 2,112 | $450.3K | 0.02% | −173−7.6% | Reduced |
| First National Bank Sioux Falls | 2,105 | $448.7K | 0.24% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 2,103 | $448.4K | 0.11% | −300−12.5% | Reduced |
| Sweet Financial Partners, LLC | 2,099 | $447.4K | 0.10% | +10.0% | Added |
| CWM Advisors, LLC | 2,086 | $444.6K | 0.05% | −396−16.0% | Reduced |
| Ledyard National Bank | 2,074 | $442.1K | 0.04% | −150−6.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,072 | $441.6K | 0.06% | +2,072 | New |
| Dark Forest Capital Management LP | 2,071 | $441.4K | 0.07% | +2,071 | New |
| Univest Financial Corp | 2,069 | $441.0K | 0.12% | −1,047−33.6% | Reduced |
| Clarity Financial LLC | 2,060 | $439.1K | 0.07% | −10.0% | Reduced |
| Wealth Management Partners, LLC | 2,055 | $438.0K | 0.22% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,053 | $438.0K | 0.06% | +53+2.7% | Added |
| Horan Capital Advisors, LLC. | 2,054 | $437.8K | 0.16% | −266−11.5% | Reduced |
| Parkside Financial Bank & Trust | 2,054 | $437.8K | 0.07% | +414+25.2% | Added |
| First Affirmative Financial Network | 2,049 | $436.8K | 0.32% | −23−1.1% | Reduced |
| Annex Advisory Services, LLC | 2,043 | $435.5K | 0.02% | +681+50.0% | Added |
| American Institute for Advanced Investment Management, LLP | 2,040 | $434.8K | 0.34% | +375+22.5% | Added |
| Sound Income Strategies, LLC | 2,026 | $431.8K | 0.03% | +1,940+2,255.8% | Added |
| Duncan Williams Asset Management, LLC | 2,025 | $431.6K | 0.39% | +2,025 | New |
| T. Rowe Price Investment Management, Inc. | 2,017 | $430.0K | 0.00% | +1,097+119.2% | Added |
| New Hampshire Trust | 2,015 | $429.5K | 0.10% | −53−2.6% | Reduced |
| Catalyst Financial Partners LLC | 2,083 | $429.4K | 0.11% | +294+16.4% | Added |
| Arlington Trust Co LLC | 2,012 | $428.9K | 0.11% | −72−3.5% | Reduced |
| Smithfield Trust Co | 2,010 | $428.0K | 0.02% | +11+0.6% | Added |
| Alera Investment Advisors, LLC | 2,000 | $426.3K | 0.06% | +38+1.9% | Added |
| Wolverine Asset Management LLC | 2,000 | $426.3K | 0.01% | −3,000−60.0% | Reduced |
| Johnson Bixby & Associates, LLC | 2,000 | $426.3K | 0.07% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 1,995 | $425.3K | 0.12% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,994 | $425.0K | 0.39% | −419−17.4% | Reduced |
| StoneX Group Inc. | 1,992 | $424.6K | 0.04% | −120−5.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,990 | $424.2K | 0.09% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,981 | $422.3K | 0.23% | +50+2.6% | Added |
| Baker Boyer National Bank | 1,979 | $421.8K | 0.15% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 1,965 | $419.5K | 0.06% | −35,245−94.7% | Reduced |
| Diligent Investors, LLC | 1,960 | $417.8K | 0.10% | +4+0.2% | Added |
| Norden Group LLC | 1,959 | $417.6K | 0.08% | +1,959 | New |
| Holderness Investments Co | 1,954 | $416.5K | 0.10% | +294+17.7% | Added |
| Drive Wealth Management, LLC | 1,946 | $414.8K | 0.12% | +40+2.1% | Added |
| City State Bank | 1,942 | $414.0K | 0.18% | +1+0.1% | Added |
| Catalina Capital Group, LLC | 1,939 | $413.3K | 0.18% | +1,939 | New |
| iA Global Asset Management Inc. | 1,937 | $413.0K | 0.01% | −410−17.5% | Reduced |
| CVA Family Office, LLC | 1,934 | $412.2K | 0.07% | +2+0.1% | Added |
| Sentry Investment Management LLC | 1,932 | $412.0K | 0.16% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 1,931 | $411.6K | 0.46% | −577−23.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 1,931 | $411.6K | 0.12% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 1,928 | $411.0K | 0.10% | −497−20.5% | Reduced |
| Burney Co | 1,919 | $409.0K | 0.02% | +15+0.8% | Added |
| CSM Advisors, LLC | 1,919 | $409.0K | 0.03% | −700−26.7% | Reduced |
| NSI Retail Advisors, LLC | 1,919 | $409.0K | 0.06% | −700−26.7% | Reduced |
| SkyOak Wealth, LLC | 1,918 | $408.8K | 0.10% | 00.0% | Unchanged |
| First Western Trust Bank | 1,916 | $408.4K | 0.02% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 1,909 | $406.9K | 0.14% | +137+7.7% | Added |
| Heritage Trust Co | 1,908 | $406.7K | 0.05% | 00.0% | Unchanged |
| Aviso Wealth Management | 1,899 | $404.7K | 0.26% | +110+6.1% | Added |
| Southland Equity Partners LLC | 1,898 | $404.6K | 0.11% | −33−1.7% | Reduced |
| Red Wave Investments LLC | 1,895 | $404.0K | 0.15% | +24+1.3% | Added |
| Boothbay Fund Management, LLC | 1,892 | $403.3K | 0.01% | −4,462−70.2% | Reduced |
| Trust Co of the South | 1,891 | $403.1K | 0.09% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 1,886 | $402.0K | 0.11% | +712+60.6% | Added |
| Cape Ann Savings Bank | 1,885 | $401.8K | 0.25% | −162−7.9% | Reduced |
| Capital Management Associates, Inc | 1,885 | $401.8K | 0.30% | +36+1.9% | Added |
| Rise Advisors, LLC | 1,884 | $401.6K | 0.21% | +362+23.8% | Added |
| PDS Planning, Inc | 1,882 | $401.1K | 0.04% | +66+3.6% | Added |
| Tennessee Valley Asset Management Partners | 1,877 | $400.2K | 0.10% | +6+0.3% | Added |
| Old North State Trust, LLC | 1,877 | $400.0K | 0.34% | +1,877 | New |
| JT Stratford LLC | 1,874 | $399.4K | 0.08% | −225−10.7% | Reduced |
| Oak Thistle LLC | 1,873 | $399.2K | 0.36% | +1,873 | New |
| AMG National Trust Bank | 1,871 | $398.8K | 0.01% | +10+0.5% | Added |
| Callahan Advisors, LLC | 1,868 | $398.2K | 0.04% | +1+0.1% | Added |
| Cohen & Steers, Inc. | 1,868 | $398.0K | 0.00% | 00.0% | Unchanged |