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 |
|---|---|---|---|---|---|
| Advisory Alpha, LLC | 5,065 | $1.08M | 0.04% | +358+7.6% | Added |
| Heritage Wealth Management, Inc. | 5,162 | $1.09M | 0.36% | +5,162 | New |
| L.M. Kohn & Company | 5,089 | $1.09M | 0.29% | −354−6.5% | Reduced |
| Edge Capital Group, LLC | 5,126 | $1.09M | 0.05% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 5,357 | $1.10M | 0.16% | −357−6.2% | Reduced |
| Moneta Group Investment Advisors LLC | 5,190 | $1.11M | 0.02% | +102+2.0% | Added |
| Wedmont Private Capital | 5,186 | $1.11M | 0.07% | +288+5.9% | Added |
| South State Corp. | 5,205 | $1.11M | 0.08% | −122−2.3% | Reduced |
| Valmark Advisers, Inc. | 5,218 | $1.11M | 0.02% | −20.0% | Reduced |
| WealthTrust Axiom LLC | 5,258 | $1.12M | 0.37% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 5,266 | $1.12M | 0.08% | −436−7.6% | Reduced |
| Essex Financial Services, Inc. | 5,465 | $1.13M | 0.08% | +324+6.3% | Added |
| WR Wealth Planners, LLC | 5,277 | $1.13M | 0.34% | +199+3.9% | Added |
| Nomura Holdings Inc | 5,284 | $1.13M | 0.01% | +2,358+80.6% | Added |
| Balyasny Asset Management LLC | 5,286 | $1.13M | 0.00% | −182,301−97.2% | Reduced |
| High Net Worth Advisory Group LLC | 5,287 | $1.13M | 0.34% | −100−1.9% | Reduced |
| MQS Management LLC | 5,327 | $1.14M | 0.69% | +5,327 | New |
| Hilltop Holdings Inc. | 5,352 | $1.14M | 0.13% | −51−0.9% | Reduced |
| Monument Capital Management | 5,396 | $1.15M | 0.34% | −55−1.0% | Reduced |
| Laffer Tengler Investments | 5,396 | $1.15M | 0.25% | +5,350+11,630.4% | Added |
| GAMMA Investing LLC | 5,400 | $1.15M | 0.16% | +1,354+33.5% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 5,403 | $1.15M | 0.76% | −50−0.9% | Reduced |
| Trexquant Investment LP | 5,432 | $1.16M | 0.02% | −30,245−84.8% | Reduced |
| Tandem Capital Management Corp | 5,561 | $1.17M | 0.64% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 5,488 | $1.17M | 0.05% | +483+9.7% | Added |
| Choate Investment Advisors | 5,493 | $1.17M | 0.03% | +191+3.6% | Added |
| Benjamin Edwards Inc | 5,517 | $1.18M | 0.23% | −245−4.3% | Reduced |
| Segment Wealth Management, LLC | 5,528 | $1.18M | 0.09% | +11+0.2% | Added |
| Piscataqua Savings Bank | 5,533 | $1.18M | 1.05% | −11−0.2% | Reduced |
| Quadcap Wealth Management, LLC | 5,533 | $1.18M | 0.21% | −135−2.4% | Reduced |
| RDA Financial Network | 5,535 | $1.18M | 0.39% | +41+0.7% | Added |
| HHM Wealth Advisors, LLC | 5,555 | $1.19M | 0.18% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 5,556 | $1.19M | 0.05% | +988+21.6% | Added |
| IFP Advisors, Inc | 5,586 | $1.19M | 0.05% | +1,094+24.4% | Added |
| Financial Advisory Service, Inc. | 5,592 | $1.19M | 0.10% | −130−2.3% | Reduced |
| HBK Sorce Advisory LLC | 5,618 | $1.20M | 0.04% | +131+2.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,624 | $1.20M | 0.07% | +5,624 | New |
| Red Cedar Investment Management, LLC | 5,642 | $1.20M | 0.16% | +3,176+128.8% | Added |
| Strategic Blueprint, LLC | 5,651 | $1.21M | 0.08% | −139−2.4% | Reduced |
| Addison Capital Co | 5,661 | $1.21M | 0.52% | +784+16.1% | Added |
| Titleist Asset Management, LLC | 5,688 | $1.21M | 0.18% | +244+4.5% | Added |
| Rehmann Capital Advisory Group | 5,711 | $1.22M | 0.09% | −10.0% | Reduced |
| MTM Investment Management, LLC | 5,723 | $1.22M | 0.50% | 00.0% | Unchanged |
| First Pacific Financial | 5,727 | $1.22M | 0.31% | +168+3.0% | Added |
| Mengis Capital Management, Inc. | 5,730 | $1.22M | 0.25% | −1,234−17.7% | Reduced |
| Mainstay Capital Management LLC | 5,732 | $1.22M | 0.21% | +380+7.1% | Added |
| Detalus Advisors, LLC | 5,746 | $1.23M | 0.42% | +192+3.5% | Added |
| Clear Creek Financial Management, LLC | 5,763 | $1.23M | 0.15% | +392+7.3% | Added |
| Pekin Hardy Strauss, Inc. | 5,777 | $1.23M | 0.17% | 00.0% | Unchanged |
| Capital Planning LLC | 5,800 | $1.24M | 0.37% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 5,888 | $1.26M | 0.08% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,898 | $1.26M | 0.05% | −109−1.8% | Reduced |
| Welch & Forbes LLC | 6,008 | $1.26M | 0.02% | +359+6.4% | Added |
| SOL Capital Management CO | 5,935 | $1.27M | 0.15% | +485+8.9% | Added |
| Whittier Trust Co of Nevada Inc | 5,965 | $1.27M | 0.04% | −20.0% | Reduced |
| AlphaCore Capital LLC | 5,966 | $1.27M | 0.31% | +2,391+66.9% | Added |
| Venture Visionary Partners LLC | 5,968 | $1.27M | 0.06% | −20−0.3% | Reduced |
| Fca Corp | 6,011 | $1.28M | 0.41% | +158+2.7% | Added |
| Westover Capital Advisors, LLC | 6,044 | $1.29M | 0.33% | −11−0.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,096 | $1.30M | 0.76% | +10.0% | Added |
| New England Research & Management, Inc. | 6,128 | $1.31M | 0.63% | −225−3.5% | Reduced |
| Morningstar Investment Management LLC | 6,138 | $1.31M | 0.14% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 6,150 | $1.31M | 1.56% | +6,150 | New |
| Atomi Financial Group, Inc. | 6,160 | $1.31M | 0.10% | +1,490+31.9% | Added |
| Wealthspire Advisors, LLC | 6,174 | $1.32M | 0.02% | +628+11.3% | Added |
| Veracity Capital LLC | 6,198 | $1.32M | 0.55% | −28−0.4% | Reduced |
| Old National Bancorp | 6,203 | $1.32M | 0.03% | +390+6.7% | Added |
| NorthRock Partners, LLC | 6,213 | $1.33M | 0.05% | +306+5.2% | Added |
| Secured Retirement Advisors, LLC | 6,221 | $1.33M | 1.03% | +549+9.7% | Added |
| Summit Trail Advisors, LLC | 6,229 | $1.33M | 0.03% | +630+11.3% | Added |
| IVC Wealth Advisors LLC | 6,244 | $1.33M | 0.74% | +20.0% | Added |
| Boyar Asset Management Inc. | 6,261 | $1.34M | 0.92% | −100−1.6% | Reduced |
| OneAscent Financial Services LLC | 6,269 | $1.34M | 0.19% | +1,776+39.5% | Added |
| Founders Financial Securities LLC | 6,276 | $1.34M | 0.13% | +250+4.1% | Added |
| Two Sigma Securities, LLC | 6,285 | $1.34M | 0.06% | +6,285 | New |
| Dynasty Wealth Management, LLC | 6,290 | $1.34M | 0.04% | +199+3.3% | Added |
| Commonwealth Retirement Investments LLC | 6,311 | $1.35M | 0.62% | −472−7.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,313 | $1.35M | 0.20% | −128−2.0% | Reduced |
| Birch Hill Investment Advisors LLC | 6,381 | $1.36M | 0.07% | 00.0% | Unchanged |
| Brighton Jones LLC | 6,384 | $1.36M | 0.04% | +59+0.9% | Added |
| Equitable Trust Co | 6,407 | $1.37M | 0.09% | +427+7.1% | Added |
| McDaniel Terry & Co | 6,409 | $1.37M | 0.12% | −96−1.5% | Reduced |
| Rogco, LP | 6,415 | $1.37M | 0.56% | +47+0.7% | Added |
| BayBridge Capital Group, LLC | 6,425 | $1.37M | 1.07% | −120−1.8% | Reduced |
| VeraBank, N.A. | 6,429 | $1.37M | 0.43% | 00.0% | Unchanged |
| Proequities, Inc. | 6,448 | $1.38M | 0.09% | −162−2.5% | Reduced |
| Arkadios Wealth Advisors | 6,482 | $1.38M | 0.09% | +234+3.7% | Added |
| Correct Capital Wealth Management | 6,499 | $1.39M | 0.32% | +1,085+20.0% | Added |
| Versor Investments LP | 6,502 | $1.39M | 0.26% | +6,502 | New |
| Graypoint LLC | 6,503 | $1.39M | 0.10% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 6,504 | $1.39M | 0.03% | +8+0.1% | Added |
| Clare Market Investments LLC | 6,523 | $1.39M | 0.39% | +66+1.0% | Added |
| Gryphon Financial Partners LLC | 6,609 | $1.41M | 0.21% | +612+10.2% | Added |
| Western Wealth Management, LLC | 6,628 | $1.41M | 0.10% | +51+0.8% | Added |
| Leonteq Securities AG | 6,649 | $1.42M | 0.20% | −880−11.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,657 | $1.42M | 0.15% | −126−1.9% | Reduced |
| Baker Ellis Asset Management LLC | 6,664 | $1.42M | 0.21% | −39−0.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,671 | $1.42M | 0.13% | +7+0.1% | Added |
| Jaffetilchin Investment Partners, LLC | 6,676 | $1.42M | 0.12% | −232−3.4% | Reduced |
| Spears Abacus Advisors LLC | 6,700 | $1.43M | 0.03% | +1,650+32.7% | Added |