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 |
|---|---|---|---|---|---|
| Revolve Wealth Partners, LLC | 1,860 | $396.5K | 0.07% | +30+1.6% | Added |
| Philadelphia Trust Co | 1,860 | $396.0K | 0.03% | −250−11.8% | Reduced |
| Silver Oak Securities, Inc | 1,857 | $395.7K | 0.06% | −490−20.9% | Reduced |
| Stokes Family Office, LLC | 1,854 | $395.2K | 0.05% | +66+3.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,850 | $394.4K | 0.22% | 00.0% | Unchanged |
| Bank of Stockton | 1,847 | $393.7K | 0.12% | −60−3.1% | Reduced |
| Meridian Wealth Advisors, LLC | 1,847 | $393.6K | 0.07% | +2+0.1% | Added |
| Counterpoint Mutual Funds LLC | 1,845 | $393.3K | 0.10% | +1,845 | New |
| Sawgrass Asset Management LLC | 1,840 | $392.2K | 0.04% | +603+48.7% | Added |
| Lakeshore Financial Planning, Inc. | 1,817 | $387.4K | 0.20% | −1−0.1% | Reduced |
| St Germain D J Co Inc | 1,817 | $387.3K | 0.02% | −7−0.4% | Reduced |
| Phoenix Holdings Ltd. | 1,819 | $387.2K | 0.01% | +1,819 | New |
| Geneos Wealth Management Inc. | 1,816 | $387.0K | 0.02% | −50−2.7% | Reduced |
| Trustmark National Bank Trust Department | 1,802 | $384.1K | 0.03% | +60+3.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,801 | $383.9K | 0.04% | +94+5.5% | Added |
| Merrion Investment Management Co, LLC | 1,800 | $383.7K | 0.27% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 1,791 | $381.8K | 0.16% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 1,779 | $379.1K | 0.22% | −114−6.0% | Reduced |
| Keystone Financial Group | 1,774 | $378.1K | 0.06% | −9−0.5% | Reduced |
| Breed's Hill Capital LLC | 1,773 | $377.9K | 0.35% | 00.0% | Unchanged |
| Advisory Resource Group | 1,773 | $377.8K | 0.09% | +2+0.1% | Added |
| Wealth Architects, LLC | 1,750 | $373.0K | 0.05% | −186−9.6% | Reduced |
| Change Path, LLC | 1,752 | $373.0K | 0.01% | +444+33.9% | Added |
| Rockland Trust Co | 1,748 | $372.6K | 0.02% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 1,746 | $372.2K | 0.02% | +1,746 | New |
| Berger Financial Group, Inc | 1,745 | $372.0K | 0.03% | +290+19.9% | Added |
| LRI Investments, LLC | 1,742 | $371.3K | 0.09% | +1,742 | New |
| Forest Hill Capital, LLC | 1,730 | $368.8K | 0.32% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 1,724 | $367.5K | 0.17% | +1,724 | New |
| Truvestments Capital LLC | 1,723 | $367.3K | 0.14% | −440−20.3% | Reduced |
| Estabrook Capital Management | 1,720 | $366.6K | 0.06% | −9−0.5% | Reduced |
| KRS Capital Management, LLC | 1,720 | $366.6K | 0.30% | −836−32.7% | Reduced |
| Cary Street Partners Asset Management LLC | 1,716 | $365.8K | 0.06% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,700 | $362.4K | 0.19% | 00.0% | Unchanged |
| First United Bank Trust | 1,700 | $362.4K | 0.13% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 1,697 | $361.7K | 0.04% | −389−18.6% | Reduced |
| Archford Capital Strategies, LLC | 1,695 | $361.2K | 0.06% | −134−7.3% | Reduced |
| Leelyn Smith, LLC | 1,691 | $360.4K | 0.07% | −71−4.0% | Reduced |
| Ballast Advisors LLC | 1,685 | $359.2K | 0.12% | −102−5.7% | Reduced |
| Legacy Financial Advisors, Inc. | 1,682 | $358.5K | 0.06% | +3+0.2% | Added |
| Assetmark, Inc | 1,662 | $354.3K | 0.00% | −307−15.6% | Reduced |
| Amplius Wealth Advisors, LLC | 1,658 | $353.4K | 0.04% | +4+0.2% | Added |
| First Business Financial Services, Inc. | 1,657 | $353.2K | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,656 | $353.0K | 0.03% | +1,656 | New |
| Cidel Asset Management Inc | 1,655 | $352.8K | 0.03% | −40−2.4% | Reduced |
| Gleason Group, Inc. | 1,654 | $352.6K | 0.07% | +5+0.3% | Added |
| Dividend Assets Capital, LLC | 1,650 | $352.0K | 0.07% | −87−5.0% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,649 | $351.0K | 0.04% | −5−0.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,683 | $350.2K | 0.03% | +637+60.9% | Added |
| Sompo Asset Management Co., Ltd. | 1,640 | $349.6K | 0.06% | −400−19.6% | Reduced |
| Dogwood Wealth Management LLC | 1,639 | $349.3K | 0.24% | +123+8.1% | Added |
| Beese Fulmer Investment Management, Inc. | 1,635 | $348.5K | 0.03% | −249−13.2% | Reduced |
| Pinnacle Bancorp, Inc. | 1,632 | $347.9K | 0.10% | −100−5.8% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,631 | $347.6K | 0.28% | −33−2.0% | Reduced |
| Northstar Asset Management LLC | 1,630 | $347.4K | 0.09% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,629 | $347.0K | 0.04% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,627 | $346.8K | 0.04% | +1,627 | New |
| Allen Wealth Management, LLC | 1,626 | $346.6K | 0.31% | +17+1.1% | Added |
| Investment Advisory Group, LLC | 1,624 | $346.1K | 0.14% | +9+0.6% | Added |
| O'Rourke & Company, Inc | 1,621 | $346.0K | 0.20% | +1+0.1% | Added |
| Heartland Bank & Trust Co | 1,619 | $345.1K | 0.20% | −11−0.7% | Reduced |
| Cook Wealth Management Group LLC | 1,664 | $344.7K | 0.21% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 1,615 | $344.2K | 0.01% | −1,122−41.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,610 | $343.1K | 0.12% | +106+7.0% | Added |
| Auxier Asset Management | 1,607 | $342.5K | 0.05% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,599 | $340.8K | 0.12% | +404+33.8% | Added |
| Arrowroot Family Office, LLC | 1,589 | $338.6K | 0.22% | +1+0.1% | Added |
| Chesapeake Wealth Management | 1,582 | $337.2K | 0.12% | −2−0.1% | Reduced |
| Wealth Alliance | 1,576 | $336.0K | 0.04% | −20−1.3% | Reduced |
| Northwest Wealth Management, LLC | 1,575 | $335.7K | 0.09% | −3−0.2% | Reduced |
| Journey Strategic Wealth LLC | 1,573 | $335.3K | 0.01% | −79−4.8% | Reduced |
| Crewe Advisors LLC | 1,569 | $334.4K | 0.04% | +1,569 | New |
| Circle Wealth Management, LLC | 1,564 | $333.4K | 0.01% | +126+8.8% | Added |
| Relyea Zuckerberg Hanson LLC | 1,563 | $333.2K | 0.06% | +19+1.2% | Added |
| Carret Asset Management, LLC | 1,557 | $332.0K | 0.04% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,556 | $331.7K | 0.04% | +1,556 | New |
| Mattern Capital Management, LLC | 1,554 | $331.2K | 0.04% | +1,554 | New |
| Savvy Advisors, Inc. | 1,554 | $331.2K | 0.19% | −253−14.0% | Reduced |
| Personal Cfo Solutions, LLC | 1,549 | $330.3K | 0.05% | +155+11.1% | Added |
| Quantum Private Wealth, LLC | 1,545 | $329.3K | 0.12% | +20+1.3% | Added |
| Drake & Associates, LLC | 1,542 | $328.7K | 0.12% | −110−6.7% | Reduced |
| Trilogy Capital Inc. | 1,542 | $328.7K | 0.02% | +1,542 | New |
| Portfolio Design Labs, LLC | 1,541 | $328.5K | 0.11% | −865−36.0% | Reduced |
| Creative Financial Designs Inc | 1,539 | $328.0K | 0.03% | +341+28.5% | Added |
| Cynosure Management, LLC | 1,536 | $327.4K | 0.06% | +1,536 | New |
| ARS Wealth Advisors Group, LLC | 1,530 | $326.2K | 0.04% | +1+0.1% | Added |
| Clifford Swan Investment Counsel LLC | 1,529 | $325.9K | 0.01% | −100−6.1% | Reduced |
| ETF Store, Inc. | 1,526 | $325.3K | 0.19% | +4+0.3% | Added |
| Ridgecrest Wealth Partners, LLC | 1,525 | $325.1K | 0.19% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 1,525 | $325.0K | 0.04% | −21−1.4% | Reduced |
| Delta Financial Group, Inc. | 1,524 | $325.0K | 0.10% | −4−0.3% | Reduced |
| MBB Public Markets I LLC | 1,522 | $324.4K | 0.02% | +1,522 | New |
| Capital Advisors Wealth Management, LLC | 1,517 | $323.4K | 0.07% | +33+2.2% | Added |
| Wetzel Investment Advisors, Inc. | 1,574 | $322.8K | 0.19% | −5−0.3% | Reduced |
| Highlander Capital Management, LLC | 1,512 | $322.3K | 0.11% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 1,505 | $320.8K | 0.06% | +248+19.7% | Added |
| HC Advisors, LLC | 1,500 | $319.7K | 0.15% | −12−0.8% | Reduced |
| LWM Advisory Services, LLC | 1,500 | $319.7K | 0.26% | 00.0% | Unchanged |
| Vigilare Wealth Management | 1,479 | $315.3K | 0.16% | 00.0% | Unchanged |
| Everett Harris & Co | 1,477 | $314.8K | 0.00% | +140+10.5% | Added |