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; 2,379 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 | 2,379 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,325 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,207 | $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 |
|---|---|---|---|---|---|
| IronBridge Private Wealth, LLC | 11,693 | $2.49M | 1.03% | −147−1.2% | Reduced |
| Field & Main Bank | 11,649 | $2.48M | 0.96% | +54+0.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,630 | $2.48M | 0.06% | +29+0.2% | Added |
| YHB Investment Advisors, Inc. | 11,564 | $2.46M | 0.22% | +185+1.6% | Added |
| Dohj, LLC | 11,503 | $2.45M | 0.65% | −107−0.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,336 | $2.42M | 0.28% | −171−1.5% | Reduced |
| IAM Advisory, LLC | 11,308 | $2.41M | 0.66% | +207+1.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 11,270 | $2.40M | 1.02% | −358−3.1% | Reduced |
| Hunter Associates Investment Management LLC | 11,250 | $2.40M | 0.40% | +749+7.1% | Added |
| United Community Bank | 11,088 | $2.36M | 0.92% | −69−0.6% | Reduced |
| Polar Asset Management Partners Inc. | 11,000 | $2.34M | 0.06% | +11,000 | New |
| Hudson Canyon Capital Management | 10,933 | $2.33M | 1.50% | 00.0% | Unchanged |
| United Services Automobile Association | 10,913 | $2.33M | 0.06% | 00.0% | Unchanged |
| Adirondack Trust Co | 10,898 | $2.32M | 0.97% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 10,875 | $2.32M | 0.06% | +1,521+16.3% | Added |
| Insight Wealth Strategies, LLC | 10,846 | $2.31M | 0.34% | −1,397−11.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 10,836 | $2.31M | 0.42% | −469−4.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 10,821 | $2.31M | 0.03% | +799+8.0% | Added |
| Sonora Investment Management Group, LLC | 10,815 | $2.31M | 0.18% | −33−0.3% | Reduced |
| Orser Capital Management, LLC | 10,793 | $2.30M | 2.26% | +727+7.2% | Added |
| Mutual Advisors, LLC | 10,733 | $2.29M | 0.07% | +556+5.5% | Added |
| Ontario Teachers Pension Plan Board | 10,724 | $2.29M | 0.02% | +1,094+11.4% | Added |
| Robertson Stephens Wealth Management, LLC | 10,722 | $2.29M | 0.12% | +193+1.8% | Added |
| Ancora Advisors, LLC | 10,721 | $2.29M | 0.05% | +186+1.8% | Added |
| GTS Securities LLC | 10,660 | $2.27M | 0.06% | −8,846−45.4% | Reduced |
| WT Wealth Management | 10,619 | $2.26M | 0.81% | −228−2.1% | Reduced |
| Equitable Holdings, Inc. | 10,582 | $2.26M | 0.03% | +808+8.3% | Added |
| Lakeview Capital Partners, LLC | 10,521 | $2.24M | 0.36% | −126−1.2% | Reduced |
| Aldebaran Financial Inc. | 10,499 | $2.24M | 3.34% | −168−1.6% | Reduced |
| GFS Advisors, LLC | 10,450 | $2.23M | 0.37% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 10,413 | $2.22M | 1.54% | −540−4.9% | Reduced |
| Independent Financial Group, LLC | 10,358 | $2.21M | 0.10% | +400+4.0% | Added |
| Legacy Advisors, LLC | 10,340 | $2.20M | 0.28% | +320+3.2% | Added |
| Girard Partners Ltd. | 10,274 | $2.19M | 0.21% | −5,276−33.9% | Reduced |
| Rakuten Investment Management, Inc. | 10,169 | $2.17M | 0.02% | +9,235+988.8% | Added |
| Nikulski Financial, Inc. | 10,132 | $2.16M | 0.72% | +6,337+167.0% | Added |
| Rothschild Investment LLC | 10,116 | $2.16M | 0.16% | +9+0.1% | Added |
| Alberta Investment Management Corp | 10,100 | $2.15M | 0.02% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 9,992 | $2.13M | 1.13% | +147+1.5% | Added |
| TKG Advisors, LLC | 9,987 | $2.13M | 1.19% | −1,894−15.9% | Reduced |
| Resources Management Corp | 9,967 | $2.12M | 0.31% | −2,000−16.7% | Reduced |
| Garrett Investment Advisors LLC | 9,951 | $2.12M | 0.27% | −30.0% | Reduced |
| Great Lakes Advisors, LLC | 9,950 | $2.12M | 0.02% | +5,903+145.9% | Added |
| UniSuper Management Pty Ltd | 9,944 | $2.12M | 0.02% | +6,558+193.7% | Added |
| Flagship Harbor Advisors, LLC | 9,932 | $2.12M | 0.14% | −176−1.7% | Reduced |
| Capital International Inc | 9,896 | $2.11M | 0.03% | +1,711+20.9% | Added |
| Tokio Marine Asset Management Co Ltd | 9,895 | $2.11M | 0.11% | +1,233+14.2% | Added |
| Focus Financial Network, Inc. | 10,251 | $2.10M | 0.10% | +10,251 | New |
| Ballentine Partners, LLC | 9,720 | $2.07M | 0.04% | +195+2.0% | Added |
| Teza Capital Management LLC | 9,708 | $2.07M | 0.28% | −7,560−43.8% | Reduced |
| V-Square Quantitative Management LLC | 9,687 | $2.06M | 0.35% | +1,492+18.2% | Added |
| Parsons Capital Management Inc | 9,623 | $2.05M | 0.14% | +173+1.8% | Added |
| Canton Hathaway, LLC | 9,593 | $2.04M | 0.55% | −800−7.7% | Reduced |
| Garner Asset Management Corp | 9,595 | $2.04M | 1.04% | +603+6.7% | Added |
| Central Pacific Bank - Trust Division | 9,593 | $2.04M | 0.25% | +9,593 | New |
| Patrick M Sweeney & Associates, Inc | 9,581 | $2.04M | 1.68% | +77+0.8% | Added |
| Valeo Financial Advisors, LLC | 9,690 | $2.04M | 0.07% | +12+0.1% | Added |
| Evoke Wealth, LLC | 9,509 | $2.03M | 0.06% | +9,509 | New |
| Two Sigma Advisers, LP | 9,500 | $2.02M | 0.00% | −37,400−79.7% | Reduced |
| Azzad Asset Management Inc | 9,495 | $2.02M | 0.24% | +55+0.6% | Added |
| Castle Rock Wealth Management, LLC | 9,785 | $2.02M | 0.55% | +380+4.0% | Added |
| Accretive Wealth Partners, LLC | 9,716 | $2.02M | 0.89% | −86−0.9% | Reduced |
| Schulhoff & Co Inc | 9,463 | $2.02M | 0.88% | +43+0.5% | Added |
| TD Private Client Wealth LLC | 9,456 | $2.02M | 0.07% | −784−7.7% | Reduced |
| Harbour Investments, Inc. | 9,447 | $2.01M | 0.07% | +5,650+148.8% | Added |
| We Are One Seven, LLC | 9,303 | $1.98M | 0.10% | +38+0.4% | Added |
| JGP Wealth Management, LLC | 9,300 | $1.98M | 0.29% | −252−2.6% | Reduced |
| Cohen Klingenstein LLC | 9,300 | $1.98M | 0.07% | 00.0% | Unchanged |
| Wedbush Securities Inc | 9,263 | $1.97M | 0.07% | −452−4.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 9,245 | $1.97M | 1.33% | +25+0.3% | Added |
| Little House Capital LLC | 9,210 | $1.96M | 0.65% | −1,085−10.5% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 9,183 | $1.96M | 2.21% | −12,683−58.0% | Reduced |
| EP Wealth Advisors, LLC | 9,138 | $1.95M | 0.02% | +264+3.0% | Added |
| Point72 (DIFC) Ltd | 9,137 | $1.95M | 0.15% | +9,137 | New |
| Confluence Wealth Services, Inc. | 9,125 | $1.95M | 0.17% | +2,969+48.2% | Added |
| Spire Wealth Management | 9,113 | $1.94M | 0.05% | −1,009−10.0% | Reduced |
| Lincoln National Corp | 9,089 | $1.94M | 0.03% | −111−1.2% | Reduced |
| HMS Capital Management, LLC | 9,054 | $1.93M | 1.07% | −354−3.8% | Reduced |
| Buckingham Capital Management, Inc. | 9,044 | $1.93M | 0.24% | −530−5.5% | Reduced |
| Great Valley Advisor Group, Inc. | 9,039 | $1.93M | 0.06% | 00.0% | Unchanged |
| Imprint Wealth LLC | 9,037 | $1.92M | 0.47% | +700+8.4% | Added |
| AlphaMark Advisors, LLC | 9,014 | $1.92M | 0.68% | −692−7.1% | Reduced |
| Wellington Shields & Co., LLC | 8,918 | $1.90M | 0.64% | −299−3.2% | Reduced |
| Tower Research Capital LLC (TRC) | 8,900 | $1.90M | 0.05% | −42,243−82.6% | Reduced |
| Legacy Financial Group LLC | 8,882 | $1.89M | 0.38% | +8,882 | New |
| NEOS Investment Management LLC | 8,852 | $1.89M | 0.12% | +3,671+70.9% | Added |
| Tobam | 8,821 | $1.88M | 0.17% | −383−4.2% | Reduced |
| Blodgett Wealth Advisors, LLC | 8,811 | $1.88M | 1.70% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 8,808 | $1.88M | 0.24% | −52−0.6% | Reduced |
| Oak Asset Management, LLC | 8,802 | $1.88M | 0.70% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 8,794 | $1.87M | 0.02% | +1,049+13.5% | Added |
| Karpas Strategies, LLC | 8,784 | $1.87M | 0.58% | +19+0.2% | Added |
| Sustainable Insight Capital Management, LLC | 8,770 | $1.87M | 1.35% | +700+8.7% | Added |
| Roanoke Asset Management Corp | 8,765 | $1.87M | 0.61% | −20−0.2% | Reduced |
| Mitchell Sinkler & Starr | 8,747 | $1.86M | 0.47% | −10,484−54.5% | Reduced |
| Aries Wealth Management | 8,730 | $1.86M | 0.60% | +268+3.2% | Added |
| Paragon Private Wealth Management, LLC | 8,697 | $1.85M | 1.10% | +285+3.4% | Added |
| Capstone Investment Advisors, LLC | 8,675 | $1.85M | 0.03% | +7,003+418.8% | Added |
| Essex LLC | 8,640 | $1.84M | 0.42% | −210−2.4% | Reduced |
| LMCG Investments, LLC | 8,640 | $1.84M | 0.11% | +2,836+48.9% | Added |