Waste Management Inc

Exchange: NYSE
Industry: Refuse Systems
SEC CIK: 0000823768

SEC filings (opens in a new tab)

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.

Institutional holdersQ1 2024: 1,976 institutions

Value heldQ1 2024: $69.3B

Institutions holding WM and their total value by quarter
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.

Institutions holding WM in Q1 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Bruce G. Allen Investments, LLC	95	$20.2K	0.02%	+36+61.0%	Added
Oliver Lagore Vanvalin Investment Group	91	$19.4K	0.01%	00.0%	Unchanged
Palisade Asset Management, LLC	91	$19.4K	0.00%	+91	New
Main Street Group, LTD	91	$19.4K	0.01%	+54+145.9%	Added
Country Trust Bank	90	$19.2K	0.00%	00.0%	Unchanged
Cutler Group LP	90	$19.0K	0.01%	−319−78.0%	Reduced
Partnership Wealth Management, LLC	88	$18.8K	0.01%	00.0%	Unchanged
4Thought Financial Group Inc.	85	$18.1K	0.01%	00.0%	Unchanged
Roble, Belko & Company, Inc	84	$18.0K	0.00%	00.0%	Unchanged
Archer Investment Corp	83	$17.7K	0.01%	00.0%	Unchanged
Scarborough Advisors, LLC	83	$17.7K	0.01%	+12+16.9%	Added
Trust Co	81	$17.3K	0.00%	00.0%	Unchanged
Evermay Wealth Management LLC	80	$17.1K	0.00%	−3−3.6%	Reduced
Maryland Capital Advisors Inc.	80	$17.1K	0.01%	00.0%	Unchanged
Raleigh Capital Management Inc.	80	$17.1K	0.01%	+54+207.7%	Added
Kelly Financial Services LLC	76	$16.1K	0.01%	−1−1.3%	Reduced
Kiely Wealth Advisory Group, Inc.	75	$15.8K	0.01%	00.0%	Unchanged
Kessler Investment Group, LLC	74	$15.8K	0.01%	00.0%	Unchanged
West Branch Capital LLC	70	$14.9K	0.01%	00.0%	Unchanged
Missouri Trust & Investment Co	70	$14.9K	0.01%	00.0%	Unchanged
Ritter Daniher Financial Advisory LLC	66	$14.1K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	62	$13.2K	0.00%	+3+5.1%	Added
Aspect Partners, LLC	59	$12.6K	0.01%	+1+1.7%	Added
JDM Financial Group LLC	53	$11.3K	0.01%	00.0%	Unchanged
Avion Wealth	51	$11.0K	0.00%	−328−86.5%	Reduced
Highline Wealth Partners LLC	50	$10.7K	0.00%	00.0%	Unchanged
Fortis Group Advisors, LLC	50	$10.7K	0.00%	−50−50.0%	Reduced
Iron Horse Wealth Management, LLC	50	$10.7K	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	50	$10.6K	0.00%	+1+2.0%	Added
Laffer Tengler Investments	46	$9.80K	0.00%	+46	New
Gould Capital, LLC	45	$9.59K	0.01%	−15−25.0%	Reduced
Albion Financial Group	45	$9.59K	0.00%	00.0%	Unchanged
Vima LLC	57	$9.23K	0.01%	00.0%	Unchanged
Horizons Wealth Management	49	$8.78K	0.01%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	41	$8.74K	0.00%	+2+5.1%	Added
Emfo, LLC	39	$8.31K	0.01%	+39	New
Richard W. Paul & Associates, LLC	38	$8.10K	0.00%	00.0%	Unchanged
Gilliland Jeter Wealth Management LLC	35	$7.46K	0.00%	+35	New
SJS Investment Consulting Inc.	34	$7.25K	0.00%	−1−2.9%	Reduced
Indiana Trust & Investment Management CO	33	$7.03K	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	33	$7.00K	0.00%	−168,638−100.0%	Reduced
Eagle Bay Advisors LLC	30	$6.39K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	29	$6.18K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	28	$5.95K	0.00%	+5+21.7%	Added
Stephens Consulting, LLC	27	$5.76K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	27	$5.67K	0.00%	00.0%	Unchanged
DT Investment Partners, LLC	26	$5.54K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	26	$5.54K	0.00%	00.0%	Unchanged
Frazier Financial Advisors, LLC	23	$4.90K	0.00%	00.0%	Unchanged
Davis Capital Management	23	$4.90K	0.00%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	23	$4.80K	0.00%	+1+4.5%	Added
Core Wealth Advisors, Inc.	22	$4.69K	0.00%	00.0%	Unchanged
VisionPoint Advisory Group, LLC	21	$4.48K	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	20	$4.20K	0.00%	00.0%	Unchanged
Park Place Capital Corp	18	$3.84K	0.00%	00.0%	Unchanged
Frank, Rimerman Advisors LLC	15	$3.20K	0.00%	00.0%	Unchanged
Bear Mountain Capital, Inc.	15	$3.09K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	14	$2.98K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	14	$2.98K	0.00%	+14	New
American Capital Advisory, LLC	18	$2.94K	0.00%	−48−72.7%	Reduced
Global Assets Advisory, LLC	550,312	$2.58K	0.12%	+550,312	New
HighMark Wealth Management LLC	12	$2.56K	0.00%	+12	New
Clear Investment Research, LLC	9	$1.92K	0.00%	+3+50.0%	Added
RFP Financial Group LLC	8	$1.71K	0.00%	+8	New
Carmichael Hill & Associates, Inc.	7	$1.49K	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	7	$1.49K	0.00%	00.0%	Unchanged
Tidemark, LLC	5	$1.07K	0.00%	+5	New
Atlas Capital Advisors LLC	5	$1.06K	0.00%	00.0%	Unchanged
Activest Wealth Management	3	$639	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	2	$426	0.00%	−15−88.2%	Reduced
Tfo-TDC, LLC	2	$426	0.00%	00.0%	Unchanged
Orion Capital Management LLC	2	$426	0.00%	00.0%	Unchanged
Mowery & Schoenfeld Wealth Management, LLC	1	$214	0.00%	00.0%	Unchanged
WFA Asset Management Corp	0	$52	0.00%	0	Unchanged
Blume Capital Management, Inc.	0	$3	0.00%	0	Unchanged
Strengthening Families & Communities, LLC	2	$0	0.00%	+2	New
Omers Administration Corp	0	$0	0.00%	−898,796−100.0%	Sold out
Capital Wealth Planning, LLC	0	$0	0.00%	−482,212−100.0%	Sold out
Susquehanna Portfolio Strategies, LLC	0	$0	0.00%	−223,588−100.0%	Sold out
AustralianSuper Pty Ltd	0	$0	0.00%	−183,029−100.0%	Sold out
La Banque Postale Asset Management SA	0	$0	0.00%	−163,013−100.0%	Sold out
ExodusPoint Capital Management, LP	0	$0	0.00%	−98,316−100.0%	Sold out
Cetera Advisor Networks LLC	0	$0	0.00%	−89,600−100.0%	Sold out
Yaupon Capital Management LP	0	$0	0.00%	−72,000−100.0%	Sold out
Clear Sky Advisers, LLC	0	$0	0.00%	−61,226−100.0%	Sold out
HRT Financial LP	0	$0	0.00%	−47,286−100.0%	Sold out
Willis Investment Counsel	0	$0	0.00%	−43,651−100.0%	Sold out
Nicola Wealth Management Ltd.	0	$0	0.00%	−29,500−100.0%	Sold out
Occudo Quantitative Strategies LP	0	$0	0.00%	−28,407−100.0%	Sold out
Cetera Advisors LLC	0	$0	0.00%	−24,823−100.0%	Sold out
Perigon Wealth Management, LLC	0	$0	0.00%	−21,610−100.0%	Sold out
FJ Investments, LLC	0	$0	0.00%	−9,115−100.0%	Sold out
Meridian Wealth Management, LLC	0	$0	0.00%	−8,854−100.0%	Sold out
Consolidated Portfolio Review Corp	0	$0	0.00%	−7,217−100.0%	Sold out
Wolverine Trading, LLC	0	$0	0.00%	−6,589−100.0%	Sold out
Twinbeech Capital LP	0	$0	0.00%	−5,704−100.0%	Sold out
New Century Financial Group, LLC	0	$0	0.00%	−5,619−100.0%	Sold out
Scissortail Wealth Management, LLC	0	$0	0.00%	−5,377−100.0%	Sold out
Pearl River Capital, LLC	0	$0	0.00%	−5,524−100.0%	Sold out
Financial Network Wealth Management LLC	0	$0	0.00%	−5,107−100.0%	Sold out