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, 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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Seamount Financial Group Inc | 3,820 | $815.0K | 0.66% | 00.0% | Unchanged |
| Montecito Bank & Trust | 3,831 | $817.3K | 0.17% | −272−6.6% | Reduced |
| Arete Wealth Advisors, LLC | 3,833 | $818.0K | 0.07% | +3,833 | New |
| Ipswich Investment Management Co., Inc. | 3,850 | $821.4K | 0.19% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 3,862 | $823.9K | 0.12% | +1,931+100.0% | Added |
| Notis-McConarty Edward | 3,875 | $826.7K | 0.32% | 00.0% | Unchanged |
| Tradewinds, LLC. | 3,875 | $826.7K | 0.25% | −117−2.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,902 | $832.5K | 0.03% | −124−3.1% | Reduced |
| HF Advisory Group, LLC | 3,914 | $835.1K | 0.43% | −155−3.8% | Reduced |
| Syon Capital LLC | 3,921 | $836.5K | 0.08% | +49+1.3% | Added |
| Community Bank, N.A. | 3,927 | $837.8K | 0.11% | −35−0.9% | Reduced |
| TCG Advisory Services, LLC | 3,929 | $838.2K | 0.04% | +121+3.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 3,944 | $841.4K | 0.03% | −123−3.0% | Reduced |
| Financial Advocates Investment Management | 3,945 | $841.6K | 0.05% | +106+2.8% | Added |
| NBC Securities, Inc. | 3,964 | $845.0K | 0.08% | +35+0.9% | Added |
| Founders Financial Alliance, LLC | 3,977 | $848.4K | 0.25% | −47−1.2% | Reduced |
| Bluesphere Advisors, LLC | 3,977 | $848.5K | 0.43% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,015 | $857.0K | 0.01% | +51+1.3% | Added |
| Beaumont Financial Advisors, LLC | 4,025 | $858.7K | 0.07% | +43+1.1% | Added |
| Busey Wealth Management | 4,027 | $859.1K | 0.03% | −10.0% | Reduced |
| Smith, Moore & Co. | 4,028 | $859.4K | 0.09% | +500+14.2% | Added |
| Coastal Investment Advisors, Inc. | 4,044 | $862.7K | 0.17% | +119+3.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 4,049 | $863.8K | 0.33% | −22−0.5% | Reduced |
| Wulff, Hansen & Co. | 4,069 | $868.1K | 0.86% | −165−3.9% | Reduced |
| Harbour Trust & Investment Management Co | 4,084 | $871.3K | 0.10% | +9+0.2% | Added |
| Aberdeen Wealth Management LLC | 4,085 | $871.5K | 0.59% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 4,105 | $875.8K | 0.56% | +164+4.2% | Added |
| Adviser Investments LLC | 4,109 | $876.8K | 0.01% | +180+4.6% | Added |
| Regatta Capital Group, LLC | 4,116 | $878.1K | 0.19% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 4,120 | $879.1K | 0.01% | −130−3.1% | Reduced |
| Cigna Investments Inc | 4,123 | $880.0K | 0.16% | −161−3.8% | Reduced |
| Kennedy Investment Group | 4,141 | $883.5K | 0.45% | +9+0.2% | Added |
| Integrated Advisors Network LLC | 4,142 | $883.6K | 0.05% | −47−1.1% | Reduced |
| Bank Ozk | 4,150 | $885.4K | 0.38% | +408+10.9% | Added |
| Logan Capital Management Inc | 4,174 | $890.5K | 0.04% | −77−1.8% | Reduced |
| Silvercrest Asset Management Group LLC | 4,208 | $897.7K | 0.01% | 00.0% | Unchanged |
| American National Bank | 4,208 | $897.7K | 0.11% | +55+1.3% | Added |
| Dempze Nancy E | 4,212 | $898.6K | 0.62% | −178−4.1% | Reduced |
| McDonald Partners LLC | 4,214 | $899.2K | 0.24% | 00.0% | Unchanged |
| IMS Capital Management | 4,345 | $904.1K | 0.42% | +3+0.1% | Added |
| Cypress Asset Management Inc | 4,256 | $908.0K | 0.23% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 4,260 | $908.8K | 0.10% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 4,273 | $911.6K | 0.15% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 4,279 | $912.0K | 0.26% | +346+8.8% | Added |
| Terry L. Blaker | 4,291 | $915.4K | 0.04% | −330−7.1% | Reduced |
| Smith, Salley & Associates | 4,308 | $919.1K | 0.07% | +90+2.1% | Added |
| Werlinich Asset Management, LLC | 4,335 | $921.9K | 0.57% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 4,329 | $923.3K | 0.17% | −218−4.8% | Reduced |
| Bank of Nova Scotia Trust Co | 4,330 | $923.8K | 0.10% | −415−8.7% | Reduced |
| Cito Capital Group, LLC | 4,351 | $928.0K | 0.36% | +1,000+29.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,358 | $929.7K | 0.10% | +18+0.4% | Added |
| Capital Investment Counsel, LLC | 4,384 | $935.3K | 0.18% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,384 | $935.3K | 0.02% | +1,204+37.9% | Added |
| Avantax Planning Partners, Inc. | 4,417 | $942.4K | 0.03% | −1,217−21.6% | Reduced |
| Live Oak Investment Partners | – | $944.9K | 0.78% | – | New |
| Twin Capital Management Inc | 4,435 | $946.2K | 0.11% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,467 | $952.9K | 0.10% | +991+28.5% | Added |
| MWA Asset Management | 4,484 | $956.7K | 0.68% | −65−1.4% | Reduced |
| First Trust Investment Solutions L.P. | 4,507 | $961.5K | 0.14% | −546−10.8% | Reduced |
| V-Square Quantitative Management LLC | 4,512 | $962.6K | 0.16% | −5,175−53.4% | Reduced |
| MONECO Advisors, LLC | 4,513 | $962.8K | 0.14% | +300+7.1% | Added |
| J. W. Coons Advisors, LLC | 4,550 | $970.7K | 0.23% | 00.0% | Unchanged |
| RW Investment Management LLC | 4,552 | $971.1K | 0.13% | −15−0.3% | Reduced |
| GW Henssler & Associates Ltd | 4,570 | $975.0K | 0.06% | +106+2.4% | Added |
| NCP Inc. | 4,571 | $975.1K | 0.62% | +100+2.2% | Added |
| Symphony Financial, Ltd. Co. | 4,598 | $976.4K | 0.18% | +11+0.2% | Added |
| HM Payson & Co | 4,579 | $976.9K | 0.02% | −93−2.0% | Reduced |
| Financial Network Wealth Management LLC | 4,590 | $979.0K | 0.37% | +4,590 | New |
| RFG Advisory, LLC | 4,591 | $979.5K | 0.03% | −200−4.2% | Reduced |
| Payden & Rygel Investment Group | 4,600 | $981.0K | 0.08% | 00.0% | Unchanged |
| Payden & Rygel | 4,600 | $981.0K | 0.08% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,613 | $984.1K | 0.04% | +314+7.3% | Added |
| Country Club Bank | 4,631 | $984.9K | 0.07% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,629 | $988.0K | 0.01% | +151+3.4% | Added |
| Mesirow Financial Investment Management, Inc. | 4,655 | $994.0K | 0.02% | +629+15.6% | Added |
| Summit Financial, LLC | 4,682 | $998.9K | 0.05% | +2,133+83.7% | Added |
| MRP Capital Investments, LLC | 4,690 | $1.00M | 0.94% | −390−7.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,711 | $1.01M | 0.18% | +496+11.8% | Added |
| Fifth Third Wealth Advisors LLC | 4,732 | $1.01M | 0.08% | +3,282+226.3% | Added |
| Threadgill Financial, LLC | 4,734 | $1.01M | 0.47% | −179−3.6% | Reduced |
| La Banque Postale Asset Management SA | 4,747 | $1.01M | 0.04% | +4,747 | New |
| Lavaca Capital LLC | 4,748 | $1.01M | 0.55% | +10+0.2% | Added |
| Transcend Wealth Collective, LLC | 4,806 | $1.03M | 0.07% | +819+20.5% | Added |
| BNP Paribas | 4,824 | $1.03M | 0.05% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 4,835 | $1.03M | 0.04% | +1,920+65.9% | Added |
| Mainsail Financial Group, LLC | 4,849 | $1.03M | 0.61% | +125+2.6% | Added |
| XML Financial, LLC | 4,935 | $1.05M | 0.11% | +165+3.5% | Added |
| Brevan Howard Capital Management LP | 4,956 | $1.06M | 0.07% | +2,675+117.3% | Added |
| Tempus Wealth Planning, LLC | 4,964 | $1.06M | 0.44% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 4,970 | $1.06M | 0.11% | −2,779−35.9% | Reduced |
| Qtron Investments LLC | 4,989 | $1.06M | 0.15% | +944+23.3% | Added |
| PrairieView Partners, LLC | 5,000 | $1.07M | 0.12% | +5,000 | New |
| Alta Capital Management LLC | 5,000 | $1.07M | 0.07% | 00.0% | Unchanged |
| Barbara Oil Co. | 5,000 | $1.07M | 0.47% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,000 | $1.07M | 0.26% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 5,012 | $1.07M | 0.08% | 00.0% | Unchanged |
| Diversified Trust Co | 5,015 | $1.07M | 0.03% | +744+17.4% | Added |
| Fulton Bank, N.A. | 5,028 | $1.07M | 0.04% | −20−0.4% | Reduced |
| Okabena Investment Services Inc | 5,028 | $1.07M | 0.34% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5,044 | $1.08M | 0.09% | −2,855−36.1% | Reduced |