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 |
|---|---|---|---|---|---|
| Birmingham Capital Management Co Inc | 1,000 | $213.2K | 0.08% | +1,000 | New |
| Mairs & Power Inc | 1,000 | $213.2K | 0.00% | +1,000 | New |
| Bath Savings Trust Co | 1,000 | $213.2K | 0.02% | +1,000 | New |
| Sterneck Capital Management, LLC | 1,000 | $213.2K | 0.13% | +1,000 | New |
| Websterrogers Financial Advisors, LLC | 1,000 | $213.2K | 0.08% | +1,000 | New |
| Clay Northam Wealth Management, LLC | 1,000 | $213.2K | 0.17% | +1,000 | New |
| WealthPlan Investment Management, LLC | 1,000 | $213.2K | 0.03% | +1,000 | New |
| Fiduciary Alliance LLC | 999 | $212.7K | 0.04% | +999 | New |
| WNY Asset Management, LLC | 997 | $212.5K | 0.03% | +997 | New |
| Nilsine Partners, LLC | 995 | $212.1K | 0.03% | +995 | New |
| Patten & Patten Inc | 991 | $211.2K | 0.02% | +991 | New |
| Capital International Sarl | 990 | $211.0K | 0.01% | +990 | New |
| Rosenberg Matthew Hamilton | 991 | $211.0K | 0.06% | −23−2.3% | Reduced |
| Centurion Wealth Management LLC | 989 | $210.8K | 0.08% | −359−26.6% | Reduced |
| First Interstate Bank | 986 | $210.2K | 0.01% | +986 | New |
| USAdvisors Wealth Management, LLC | 983 | $210.0K | 0.08% | +983 | New |
| WMS Partners, LLC | 985 | $210.0K | 0.01% | +985 | New |
| Sweeney & Michel, LLC | 1,000 | $209.9K | 0.09% | +1,000 | New |
| Autumn Glory Partners, LLC | 980 | $208.9K | 0.10% | +980 | New |
| Aprio Wealth Management, LLC | 980 | $208.9K | 0.04% | +980 | New |
| Gables Capital Management Inc. | 979 | $208.7K | 0.11% | +125+14.6% | Added |
| Elevatus Welath Management | 979 | $208.6K | 0.08% | +979 | New |
| Summit Global Investments | 974 | $208.0K | 0.02% | −1,945−66.6% | Reduced |
| Altus Wealth Group LLC | 975 | $207.8K | 0.10% | +975 | New |
| Koa Wealth Management, LLC | 975 | $207.8K | 0.19% | +975 | New |
| Walden Wealth Partners LLC | 1,000 | $207.1K | 0.12% | +1,000 | New |
| ABN AMRO Bank N.V. | 972 | $207.0K | 0.00% | −1,800−64.9% | Reduced |
| Profit Investment Management, LLC | 969 | $206.5K | 0.12% | +969 | New |
| DGS Capital Management, LLC | 969 | $206.5K | 0.06% | +969 | New |
| Wealthstream Advisors, Inc. | 969 | $206.5K | 0.08% | −764−44.1% | Reduced |
| Exchange Capital Management, Inc. | 968 | $206.3K | 0.03% | +968 | New |
| Harbor Investment Advisory, LLC | 967 | $206.1K | 0.02% | −23−2.3% | Reduced |
| Gratus Wealth Advisors, LLC | 1,000 | $205.1K | 0.04% | +1,000 | New |
| Meridian Financial Partners LLC | 1,000 | $205.0K | 0.26% | +1,000 | New |
| Petix & Botte Co | 961 | $204.8K | 0.05% | −961−50.0% | Reduced |
| Childress Capital Advisors, LLC | 960 | $204.7K | 0.06% | +960 | New |
| Leo Wealth, LLC | 959 | $204.4K | 0.02% | +959 | New |
| Main Street Research LLC | 959 | $204.4K | 0.01% | +959 | New |
| Sivia Capital Partners, LLC | 958 | $204.2K | 0.14% | +958 | New |
| US Asset Management LLC | 957 | $204.0K | 0.18% | +957 | New |
| TCI Wealth Advisors, Inc. | 950 | $202.5K | 0.02% | +950 | New |
| Lumbard & Kellner, LLC | 950 | $202.5K | 0.10% | +950 | New |
| Creegan & Nassoura Financial Group, LLC | 950 | $202.5K | 0.14% | +950 | New |
| Kavar Capital Partners Group, LLC | 950 | $202.5K | 0.04% | +950 | New |
| Onefund, LLC | 951 | $202.5K | 0.24% | +951 | New |
| Independent Wealth Network Inc. | 949 | $202.3K | 0.09% | +949 | New |
| Sonata Capital Group Inc | 950 | $202.0K | 0.09% | +950 | New |
| Stonebrook Private Inc. | 946 | $201.6K | 0.06% | +946 | New |
| AllSquare Wealth Management LLC | 945 | $201.4K | 0.12% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 944 | $201.2K | 0.07% | +944 | New |
| Old Mission Capital LLC | 941 | $200.6K | 0.00% | −23,305−96.1% | Reduced |
| Abbot Financial Management, Inc. | 940 | $200.4K | 0.11% | +940 | New |
| SevenBridge Financial Group, LLC | 962 | $200.0K | 0.05% | +962 | New |
| Bullock Wealth Management Group | 928 | $197.7K | 0.13% | +928 | New |
| Deseret Mutual Benefit Administrators | 919 | $195.9K | 0.10% | 00.0% | Unchanged |
| Norwood Financial Corp | 900 | $191.8K | 0.28% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 888 | $189.3K | 0.14% | −95−9.7% | Reduced |
| West Paces Advisors Inc. | 884 | $188.3K | 0.05% | −201−18.5% | Reduced |
| Centaurus Financial, Inc. | 883 | $188.0K | 0.01% | −278−23.9% | Reduced |
| Carolinas Wealth Consulting LLC | 831 | $177.1K | 0.03% | −24,813−96.8% | Reduced |
| Essex Investment Management Co LLC | 827 | $176.3K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 822 | $175.2K | 0.02% | −62−7.0% | Reduced |
| PSI Advisors, LLC | 814 | $173.5K | 0.06% | 00.0% | Unchanged |
| Valley National Advisers Inc | 812 | $173.0K | 0.03% | +11+1.4% | Added |
| Delos Wealth Advisors, LLC | 811 | $172.9K | 0.19% | −189−18.9% | Reduced |
| State of Wyoming | 811 | $172.9K | 0.03% | +288+55.1% | Added |
| GHP Investment Advisors, Inc. | 809 | $172.4K | 0.01% | +1+0.1% | Added |
| Retirement Group, LLC | 802 | $170.9K | 0.06% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 801 | $170.7K | 0.08% | +1+0.1% | Added |
| Hills Bank & Trust Co | 800 | $170.5K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 800 | $170.5K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 949 | $169.9K | 0.00% | +949 | New |
| Asset Dedication, LLC | 793 | $169.0K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 770 | $161.2K | 0.09% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 754 | $160.8K | 0.02% | +61+8.8% | Added |
| FinTrust Capital Advisors, LLC | 753 | $160.5K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 751 | $160.1K | 0.06% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 750 | $159.9K | 0.12% | +750 | New |
| Castleview Partners, LLC | 744 | $158.6K | 0.09% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 701 | $149.4K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 700 | $149.2K | 0.14% | 00.0% | Unchanged |
| NewSquare Capital LLC | 700 | $149.2K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 698 | $148.8K | 0.01% | +698 | New |
| Old Point Trust & Financial Services N A | 694 | $147.9K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 687 | $146.4K | 0.06% | −26−3.6% | Reduced |
| Riverview Trust Co | 675 | $143.9K | 0.11% | +675 | New |
| GW&K Investment Management, LLC | 671 | $143.0K | 0.00% | +3+0.4% | Added |
| Magellan Asset Management Ltd | 669 | $142.6K | 0.00% | −178−21.0% | Reduced |
| Gradient Investments LLC | 666 | $141.9K | 0.00% | −2,160−76.4% | Reduced |
| Mascoma Wealth Management LLC | 660 | $140.7K | 0.04% | −20−2.9% | Reduced |
| Cyrus J. Lawrence, LLC | 645 | $137.0K | 0.03% | +645 | New |
| Continuum Advisory, LLC | 647 | $136.3K | 0.02% | +647 | New |
| Montag A & Associates Inc | 634 | $135.1K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 610 | $130.0K | 0.06% | +191+45.6% | Added |
| Briaud Financial Planning, Inc | 585 | $125.0K | 0.07% | +585 | New |
| Newbridge Financial Services Group, Inc. | 583 | $124.2K | 0.05% | −89−13.2% | Reduced |
| Headlands Technologies LLC | 571 | $121.7K | 0.03% | +571 | New |
| Spectrum Wealth Counsel, LLC | 563 | $120.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 541 | $115.0K | 0.07% | −149−21.6% | Reduced |
| Garde Capital, Inc. | 532 | $113.0K | 0.01% | +532 | New |