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 |
|---|---|---|---|---|---|
| Grandfield & Dodd, LLC | 1,475 | $314.4K | 0.02% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,474 | $314.2K | 0.01% | −175−10.6% | Reduced |
| Manchester Capital Management LLC | 1,470 | $313.3K | 0.04% | +5+0.3% | Added |
| Pallas Capital Advisors LLC | 1,464 | $312.1K | 0.01% | −275−15.8% | Reduced |
| Sigma Investment Counselors Inc | 1,462 | $311.7K | 0.02% | 00.0% | Unchanged |
| Somerville Kurt F | 1,460 | $311.2K | 0.05% | −160−9.9% | Reduced |
| Paradigm Asset Management Co LLC | 1,450 | $309.1K | 0.08% | −450−23.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,450 | $309.1K | 0.05% | +1,450 | New |
| D'Orazio & Associates, Inc. | 1,448 | $308.5K | 0.05% | +33+2.3% | Added |
| Westmount Partners, LLC | 1,441 | $307.2K | 0.11% | −82−5.4% | Reduced |
| WSFS Capital Management, LLC | 1,440 | $307.0K | 0.02% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 1,440 | $306.9K | 0.58% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,440 | $306.9K | 0.19% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 1,437 | $306.2K | 0.27% | +1,437 | New |
| Insight Advisors, LLC | 1,432 | $305.2K | 0.06% | +30+2.1% | Added |
| Powell Investment Advisors, LLC | 1,427 | $304.2K | 0.16% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 1,425 | $303.7K | 0.24% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 1,422 | $303.1K | 0.16% | +1,422 | New |
| Wendell David Associates Inc | 1,423 | $303.0K | 0.03% | +3+0.2% | Added |
| Perennial Investment Advisors, LLC | 1,415 | $301.7K | 0.05% | +5+0.4% | Added |
| Obsidian Personal Planning Solutions LLC | 1,450 | $301.6K | 0.20% | −41−2.7% | Reduced |
| L2 Asset Management, LLC | 1,408 | $300.1K | 0.10% | +112+8.6% | Added |
| Princeton Global Asset Management LLC | 1,405 | $299.6K | 0.07% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,401 | $298.6K | 0.03% | −97−6.5% | Reduced |
| Diamant Asset Management, Inc. | 1,400 | $298.4K | 0.21% | −2−0.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,399 | $298.4K | 0.02% | +102+7.9% | Added |
| Merriman Wealth Management, LLC | 1,390 | $296.3K | 0.01% | +103+8.0% | Added |
| Vicus Capital | 1,386 | $295.4K | 0.03% | +1,386 | New |
| Sterling Investment Advisors, Ltd. | 1,382 | $294.5K | 0.08% | +1+0.1% | Added |
| Zacks Investment Management | 1,375 | $293.1K | 0.00% | −327−19.2% | Reduced |
| Hamilton Capital, LLC | 1,374 | $292.9K | 0.02% | −22−1.6% | Reduced |
| Essex Private Wealth Management, LLC | 1,370 | $292.0K | 0.83% | +1,370 | New |
| Congress Wealth Management LLC | 1,369 | $291.9K | 0.01% | −186−12.0% | Reduced |
| Fortune Financial Advisors, LLC | 1,369 | $291.8K | 0.18% | −40−2.8% | Reduced |
| Operose Advisors LLC | 1,369 | $291.8K | 0.10% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 1,365 | $291.0K | 0.04% | +217+18.9% | Added |
| Strategic Financial Services, Inc, | 1,363 | $290.5K | 0.02% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,360 | $290.0K | 0.14% | +1+0.1% | Added |
| Ade, LLC | 1,358 | $289.5K | 0.19% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,358 | $289.5K | 0.02% | +1,358 | New |
| Beaird Harris Wealth Management, LLC | 1,355 | $288.8K | 0.03% | −351−20.6% | Reduced |
| Financial Futures Ltd Liability Co. | 1,351 | $288.0K | 0.19% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,349 | $287.5K | 0.01% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,345 | $286.7K | 0.01% | −105−7.2% | Reduced |
| Semus Wealth Partners LLC | 1,345 | $286.7K | 0.24% | −207−13.3% | Reduced |
| Blossom Wealth Management | 1,345 | $286.7K | 0.69% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,342 | $286.1K | 0.06% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,342 | $286.1K | 0.05% | −12,690−90.4% | Reduced |
| Pinebridge Investments, L.P. | 1,337 | $285.0K | 0.00% | −10,295−88.5% | Reduced |
| AlTi Global, Inc. | 1,329 | $283.3K | 0.01% | +1,329 | New |
| Hazlett, Burt & Watson, Inc. | 1,330 | $283.0K | 0.17% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,325 | $282.6K | 0.02% | +1,325 | New |
| Biltmore Family Office, LLC | 1,319 | $281.0K | 0.06% | 00.0% | Unchanged |
| McAdam, LLC | 1,317 | $280.6K | 0.02% | +51+4.0% | Added |
| Enterprise Financial Services Corp | 1,316 | $280.5K | 0.17% | +2+0.2% | Added |
| Mission Wealth Management, LP | 1,314 | $280.1K | 0.01% | +1,314 | New |
| Azimuth Capital Investment Management LLC | 1,314 | $280.1K | 0.01% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 1,312 | $279.7K | 0.02% | +1,312 | New |
| Headinvest, LLC | 1,309 | $279.0K | 0.05% | −200−13.3% | Reduced |
| Berkeley Capital Partners, LLC | 1,301 | $277.4K | 0.08% | +1,301 | New |
| Allstate Corp | 1,300 | $277.1K | 0.02% | −78−5.7% | Reduced |
| PFG Advisors | 1,299 | $276.8K | 0.02% | −671−34.1% | Reduced |
| Magnolia Capital Advisors LLC | 1,336 | $276.6K | 0.23% | +153+12.9% | Added |
| First Financial Corp | 1,294 | $275.8K | 0.14% | −597−31.6% | Reduced |
| Paragon Capital Management Ltd | 1,293 | $275.7K | 0.05% | +3+0.2% | Added |
| World Equity Group, Inc. | 1,289 | $274.8K | 0.06% | −4,161−76.3% | Reduced |
| D L Carlson Investment Group Inc | 1,289 | $274.7K | 0.05% | −99−7.1% | Reduced |
| Genesee Capital Advisors, LLC | 1,285 | $273.9K | 0.15% | +4+0.3% | Added |
| West Michigan Advisors, LLC | 1,283 | $273.6K | 0.09% | −353−21.6% | Reduced |
| Proficio Capital Partners LLC | 1,282 | $273.3K | 0.03% | +60+4.9% | Added |
| Winthrop Advisory Group LLC | 1,275 | $271.8K | 0.04% | −20−1.5% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,274 | $271.6K | 0.10% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 1,274 | $271.5K | 0.03% | +2+0.2% | Added |
| Vectors Research Management, LLC | 1,270 | $271.0K | 0.08% | +16+1.3% | Added |
| ISAM Funds (UK) Ltd | 1,269 | $270.5K | 0.15% | +1,269 | New |
| Visionary Wealth Advisors | 1,268 | $270.3K | 0.02% | −6−0.5% | Reduced |
| Jones Financial Companies LLLP | 1,260 | $268.5K | 0.00% | +767+155.6% | Added |
| TSFG, LLC | 1,258 | $268.0K | 0.07% | −15−1.2% | Reduced |
| Global Financial Private Client, LLC | 1,257 | $267.6K | 0.12% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,250 | $266.4K | 0.12% | 00.0% | Unchanged |
| First National Corp | 1,479 | $264.9K | 0.07% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,240 | $264.3K | 0.03% | +55+4.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,273 | $264.2K | 0.00% | −75−5.6% | Reduced |
| Wealth Management Associates, Inc. | 1,237 | $263.9K | 0.12% | −62−4.8% | Reduced |
| Moseley Investment Management Inc | 1,235 | $263.3K | 0.13% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,231 | $262.4K | 0.02% | +1,231 | New |
| Versant Capital Management, Inc | 1,230 | $262.2K | 0.07% | −616−33.4% | Reduced |
| Lake Street Financial LLC | 1,230 | $262.2K | 0.04% | −100−7.5% | Reduced |
| Paradice Investment Management LLC | 1,230 | $262.2K | 0.05% | +1,230 | New |
| Larson Financial Group LLC | 1,228 | $261.7K | 0.02% | +52+4.4% | Added |
| A. D. Beadell Investment Counsel, Inc. | 1,225 | $261.0K | 0.23% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,215 | $260.0K | 0.00% | −783−39.2% | Reduced |
| Ridgewood Investments LLC | 1,219 | $259.9K | 0.14% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,219 | $259.8K | 0.11% | +340+38.7% | Added |
| Florida Financial Advisors, LLC | 1,218 | $259.7K | 0.19% | −173−12.4% | Reduced |
| Legacy Edge Advisors, LLC | 1,218 | $259.6K | 0.05% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,262 | $258.7K | 0.30% | −234−15.6% | Reduced |
| Balboa Wealth Partners | 1,214 | $258.7K | 0.08% | +1,214 | New |
| RAM Investment Partners, LLC | 1,205 | $256.8K | 0.08% | +1,205 | New |
| Alliance Wealth Advisors, LLC | 1,202 | $256.2K | 0.08% | +1,202 | New |