Skip to main content

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; 2,378 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, Q2 2024

Institutional positions in Waste Management Inc as of Jun 30, 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
2,007
+57 vs. Q1 2024
Shares held
324.3M
+81.9K (0.0%) vs. Q1 2024
Total value
$69.2B
+$244.7M (+0.4%) vs. Q1 2024
New holders
142
801 more added
Sold out
85
711 more reduced

26 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 2,007 institutions
Q1 2021: 1,493 institutionsQ2 2021: 1,526 institutionsQ3 2021: 1,551 institutionsQ4 2021: 1,700 institutionsQ1 2022: 1,665 institutionsQ2 2022: 1,678 institutionsQ3 2022: 1,695 institutionsQ4 2022: 1,741 institutionsQ1 2023: 1,737 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,751 institutionsQ4 2023: 1,875 institutionsQ1 2024: 1,976 institutionsQ2 2024: 2,007 institutionsQ3 2024: 1,999 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,234 institutionsQ3 2025: 2,180 institutionsQ4 2025: 2,325 institutionsQ1 2026: 2,375 institutionsQ2 2026: 2,378 institutions
Value heldQ2 2024: $69.2B
Q1 2021: $41.1BQ2 2021: $44.4BQ3 2021: $47.1BQ4 2021: $52.8BQ1 2022: $49.8BQ2 2022: $47.7BQ3 2022: $52.8BQ4 2022: $51.1BQ1 2023: $53.7BQ2 2023: $56.4BQ3 2023: $49.5BQ4 2023: $58.4BQ1 2024: $69.3BQ2 2024: $69.2BQ3 2024: $66.7BQ4 2024: $66.0BQ1 2025: $75.2BQ2 2025: $74.6BQ3 2025: $70.8BQ4 2025: $72.1BQ1 2026: $75.7BQ2 2026: $74.1B
Institutions holding WM and their total value by quarter
QuarterHoldersValue
Q2 20262,378$74.1B
Q1 20262,375$75.7B
Q4 20252,325$72.1B
Q3 20252,180$70.8B
Q2 20252,234$74.6B
Q1 20252,207$75.2B
Q4 20242,134$66.0B
Q3 20241,999$66.7B
Q2 20242,007$69.2B
Q1 20241,976$69.3B
Q4 20231,875$58.4B
Q3 20231,751$49.5B
Q2 20231,775$56.4B
Q1 20231,737$53.7B
Q4 20221,741$51.1B
Q3 20221,695$52.8B
Q2 20221,678$47.7B
Q1 20221,665$49.8B
Q4 20211,700$52.8B
Q3 20211,551$47.1B
Q2 20211,526$44.4B
Q1 20211,493$41.1B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q1 2024.

Institutions holding WM in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Blume Capital Management, Inc.0$30.00%0Unchanged
McClarren Financial Advisors, Inc.213$350.02%+47+28.3%Added
Kings Path Partners LLC1$2130.00%+1New
Orion Capital Management LLC2$4270.00%00.0%Unchanged
Activest Wealth Management3$6400.00%00.0%Unchanged
Global Trust Asset Management, LLC3$6400.00%+3New
Mattson Financial Services, LLC3$6400.00%+3New
Robinswood Financial LLC5$1.07K0.00%+5New
Atlas Capital Advisors LLC5$1.07K0.00%00.0%Unchanged
Transcendent Capital Group LLC5$1.07K0.00%+5New
Tidemark, LLC5$1.07K0.00%00.0%Unchanged
New Millennium Group LLC5$1.17K0.00%+5New
RFP Financial Group LLC8$1.71K0.00%00.0%Unchanged
Vista Private Wealth Partners. LLC8$1.71K0.00%+8New
Unique Wealth Strategies, LLC9$1.92K0.00%+9New
Strengthening Families & Communities, LLC10$2.00K0.00%+8+400.0%Added
Clear Investment Research, LLC12$2.56K0.00%+3+33.3%Added
Cedar Mountain Advisors, LLC14$2.99K0.00%00.0%Unchanged
Global Wealth Strategies & Associates14$2.99K0.00%00.0%Unchanged
ESL Trust Services, LLC14$2.99K0.00%+14New
VitalStone Financial, LLC14$2.99K0.00%+14New
Bear Mountain Capital, Inc.15$3.21K0.00%00.0%Unchanged
Park Place Capital Corp18$3.84K0.00%00.0%Unchanged
DecisionPoint Financial, LLC20$4.05K0.00%00.0%Unchanged
Davis Capital Management23$4.82K0.00%00.0%Unchanged
Gould Capital, LLC25$5.33K0.00%−20−44.4%Reduced
Hoese & Co LLP26$5.48K0.00%+26New
DT Investment Partners, LLC26$5.55K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC26$5.55K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC27$5.70K0.00%00.0%Unchanged
Stephens Consulting, LLC27$5.76K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.29$6.19K0.00%−12−29.3%Reduced
Eagle Bay Advisors LLC30$6.40K0.00%00.0%Unchanged
WFA of San Diego, LLC30$6.40K0.01%+30New
Penserra Capital Management LLC33$7.00K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO33$7.04K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.33$7.04K0.00%+4+13.8%Added
SJS Investment Consulting Inc.34$7.25K0.00%00.0%Unchanged
Gilliland Jeter Wealth Management LLC35$7.47K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC35$7.48K0.01%+12+52.2%Added
Richard W. Paul & Associates, LLC36$7.68K0.00%−2−5.3%Reduced
Emfo, LLC39$8.35K0.01%00.0%Unchanged
Redwood Wealth Management Group, LLC40$8.53K0.01%+40New
Pin Oak Investment Advisors Inc40$9.00K0.01%−122−75.3%Reduced
Halpern Financial, Inc.43$9.17K0.00%+43New
Albion Financial Group45$9.60K0.00%00.0%Unchanged
New Age Alpha Advisors, LLC47$10.0K0.01%+47New
Hobbs Group Advisors, LLC47$10.0K0.00%+47New
Pacific Center for Financial Services50$10.6K0.00%00.0%Unchanged
Missouri Trust & Investment Co50$10.7K0.00%−20−28.6%Reduced
Aspect Partners, LLC50$10.7K0.01%−9−15.3%Reduced
Fortis Group Advisors, LLC50$10.7K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC50$10.7K0.00%00.0%Unchanged
Horizons Wealth Management49$10.9K0.01%00.0%Unchanged
Highline Wealth Partners LLC52$11.1K0.00%+2+4.0%Added
JDM Financial Group LLC53$11.3K0.01%00.0%Unchanged
American Capital Advisory, LLC66$11.8K0.01%+48+266.7%Added
Avion Wealth58$12.0K0.00%+7+13.7%Added
Ritter Daniher Financial Advisory LLC60$12.8K0.00%−6−9.1%Reduced
Northwest Capital Management Inc62$13.2K0.00%−170−73.3%Reduced
Bell Investment Advisors, Inc62$13.2K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.66$14.0K0.01%+43+187.0%Added
West Branch Capital LLC70$14.9K0.01%00.0%Unchanged
Bank & Trust Co72$15.4K0.01%+72New
Kiely Wealth Advisory Group, Inc.75$15.4K0.01%00.0%Unchanged
Kessler Investment Group, LLC74$15.8K0.01%00.0%Unchanged
Kelly Financial Services LLC76$16.2K0.01%00.0%Unchanged
Chris Bulman Inc77$16.4K0.01%+77New
Bruce G. Allen Investments, LLC78$16.6K0.01%−17−17.9%Reduced
Evermay Wealth Management LLC80$17.1K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.80$17.1K0.01%00.0%Unchanged
Trust Co81$17.3K0.00%00.0%Unchanged
Roble, Belko & Company, Inc84$18.0K0.00%00.0%Unchanged
4Thought Financial Group Inc.85$18.1K0.01%00.0%Unchanged
Scarborough Advisors, LLC85$18.1K0.01%+2+2.4%Added
Partnership Wealth Management, LLC88$18.8K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.89$19.0K0.01%+82+1,171.4%Added
Main Street Group, LTD92$19.3K0.01%+1+1.1%Added
SWS Partners91$19.4K0.01%+91New
Financial Network Wealth Advisors LLC92$19.6K0.01%+92New
Private Ocean, LLC100$21.3K0.00%00.0%Unchanged
Union Savings Bank100$21.3K0.01%00.0%Unchanged
PFS Partners, LLC100$21.3K0.01%00.0%Unchanged
Altshuler Shaham Ltd102$21.8K0.00%−14−12.1%Reduced
Nemes Rush Group LLC102$21.8K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC102$21.8K0.01%00.0%Unchanged
Hanson & Doremus Investment Management103$22.0K0.00%−100−49.3%Reduced
Richardson Financial Services Inc.105$22.4K0.02%−29−21.6%Reduced
Atticus Wealth Management, LLC107$22.9K0.01%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.109$23.3K0.01%00.0%Unchanged
SWAN Capital LLC113$24.1K0.01%+113New
Carolina Wealth Advisors, LLC115$24.5K0.01%00.0%Unchanged
Fortitude Family Office, LLC130$27.7K0.02%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC132$28.2K0.04%+131+13,100.0%Added
DHJJ Financial Advisors, Ltd.139$29.7K0.01%00.0%Unchanged
Sachetta, LLC148$29.8K0.01%−5−3.3%Reduced
Opal Wealth Advisors, LLC142$30.3K0.01%−21−12.9%Reduced
Laurel Wealth Advisors LLC144$30.7K0.01%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.145$30.9K0.01%+145New
Financial Management Professionals, Inc.144$31.0K0.00%+3+2.1%Added