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 |
|---|---|---|---|---|---|
| Icon Wealth Advisors, LLC | 529 | $112.8K | 0.01% | +529 | New |
| Boyd Watterson Asset Management LLC | 520 | $110.8K | 0.04% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 518 | $110.4K | 0.03% | −428−45.2% | Reduced |
| ZRC Wealth Management, LLC | 500 | $106.6K | 0.05% | −275−35.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 486 | $103.6K | 0.01% | +15+3.2% | Added |
| Wiser Advisor Group LLC | 476 | $101.6K | 0.16% | +1+0.2% | Added |
| BKM Wealth Management, LLC | 475 | $101.2K | 0.04% | +69+17.0% | Added |
| Pacifica Partners Inc. | 470 | $99.5K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 459 | $97.8K | 0.02% | −145−24.0% | Reduced |
| Salomon & Ludwin, LLC | 458 | $97.6K | 0.01% | +93+25.5% | Added |
| Citizens National Bank Trust Department | 450 | $95.9K | 0.02% | −50−10.0% | Reduced |
| Concord Wealth Partners | 447 | $95.2K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 440 | $93.8K | 0.06% | −50−10.2% | Reduced |
| Byrne Asset Management LLC | 425 | $90.6K | 0.06% | −75−15.0% | Reduced |
| Sittner & Nelson, LLC | 413 | $88.1K | 0.04% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 410 | $88.0K | 0.01% | −1,555−79.1% | Reduced |
| Centerpoint Advisors, LLC | 410 | $87.0K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 401 | $85.5K | 0.02% | +36+9.9% | Added |
| Optimum Investment Advisors | 400 | $85.3K | 0.04% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 400 | $85.3K | 0.06% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 390 | $83.1K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 378 | $80.6K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 367 | $78.3K | 0.04% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 342 | $72.8K | 0.05% | +11+3.3% | Added |
| Tower View Investment Management & Research LLC | 341 | $72.8K | 0.04% | −10−2.8% | Reduced |
| Financial Freedom, LLC | 340 | $72.4K | 0.04% | +1+0.3% | Added |
| Annapolis Financial Services, LLC | 325 | $69.3K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 315 | $67.1K | 0.06% | +315 | New |
| Hollencrest Capital Management | 310 | $66.1K | 0.00% | −1,227−79.8% | Reduced |
| Prestige Wealth Management Group LLC | 291 | $62.0K | 0.01% | −91−23.8% | Reduced |
| Security National Bank | 291 | $62.0K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 291 | $62.0K | 0.03% | +41+16.4% | Added |
| HBC Financial Services, PLLC | 300 | $62.0K | 0.04% | 00.0% | Unchanged |
| Bollard Group LLC | 290 | $62.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 290 | $62.0K | 0.04% | 00.0% | Unchanged |
| WD Rutherford LLC | 288 | $61.4K | 0.03% | +288 | New |
| Abound Wealth Management | 288 | $61.4K | 0.02% | −51−15.0% | Reduced |
| Cornerstone Planning Group LLC | 293 | $60.9K | 0.02% | +269+1,120.8% | Added |
| Studio Investment Management LLC | 285 | $60.7K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 283 | $60.3K | 0.03% | +1+0.4% | Added |
| TD Capital Management LLC | 280 | $59.7K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 280 | $59.7K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 279 | $59.5K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 279 | $59.5K | 0.00% | +18+6.9% | Added |
| Westside Investment Management, Inc. | 269 | $57.4K | 0.01% | +1+0.4% | Added |
| Rational Advisors LLC | 266 | $56.7K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 257 | $54.8K | 0.01% | −43−14.3% | Reduced |
| Kepos Capital LP | 251 | $54.0K | 0.01% | −77−23.5% | Reduced |
| Spirit of America Management Corp | 250 | $53.3K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 238 | $50.7K | 0.01% | +204+600.0% | Added |
| JFS Wealth Advisors, LLC | 234 | $49.9K | 0.00% | +23+10.9% | Added |
| Northwest Capital Management Inc | 232 | $49.5K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 221 | $47.1K | 0.02% | −839−79.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 219 | $46.7K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 217 | $46.3K | 0.00% | +59+37.3% | Added |
| DSM Capital Partners LLC | 211 | $45.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 205 | $43.6K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 203 | $43.0K | 0.01% | +203 | New |
| Twin Lakes Capital Management, LLC | 200 | $42.7K | 0.03% | +1+0.5% | Added |
| Perkins Coie Trust Co | 200 | $42.6K | 0.01% | −130−39.4% | Reduced |
| Osterweis Capital Management Inc | 200 | $42.6K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 200 | $42.6K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 199 | $42.4K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 190 | $40.5K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 189 | $40.3K | 0.01% | +18+10.5% | Added |
| Millburn Ridgefield Corp | 188 | $40.1K | 0.00% | −14−6.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 186 | $39.6K | 0.01% | −19−9.3% | Reduced |
| WealthCollab, LLC | 184 | $39.2K | 0.03% | −14−7.1% | Reduced |
| Addison Advisors LLC | 179 | $38.2K | 0.01% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 179 | $38.2K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 174 | $37.1K | 0.01% | +2+1.2% | Added |
| McClarren Financial Advisors, Inc. | 166 | $36.0K | 0.03% | +1+0.6% | Added |
| Dynamic Wealth Strategies, LLC | 166 | $35.0K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 162 | $35.0K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 163 | $34.7K | 0.01% | +163 | New |
| Slocum, Gordon & Co LLP | 161 | $34.5K | 0.03% | 00.0% | Unchanged |
| Planning Capital Management Corp | 161 | $34.3K | 0.03% | −25−13.4% | Reduced |
| CGC Financial Services, LLC | 160 | $34.1K | 0.02% | −470−74.6% | Reduced |
| Louisbourg Investments Inc. | 155 | $33.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 155 | $33.0K | 0.01% | +5+3.3% | Added |
| Mendota Financial Group, LLC | 146 | $31.1K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 144 | $30.7K | 0.01% | +113+364.5% | Added |
| SRS Capital Advisors, Inc. | 142 | $30.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 141 | $30.0K | 0.00% | −38−21.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 139 | $29.6K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 135 | $28.8K | 0.01% | +1+0.7% | Added |
| Richardson Financial Services Inc. | 134 | $28.6K | 0.02% | +1+0.8% | Added |
| Fortitude Family Office, LLC | 130 | $27.7K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 153 | $27.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 119 | $25.4K | 0.01% | +75+170.5% | Added |
| Altshuler Shaham Ltd | 116 | $24.7K | 0.00% | −31−21.1% | Reduced |
| Carolina Wealth Advisors, LLC | 115 | $24.5K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 109 | $23.2K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 107 | $22.8K | 0.01% | −48−31.0% | Reduced |
| Fairway Wealth LLC | 105 | $22.4K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 102 | $21.7K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 102 | $21.7K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $21.3K | 0.01% | −20−16.7% | Reduced |
| Private Ocean, LLC | 100 | $21.3K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 100 | $21.3K | 0.01% | +100 | New |