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 |
|---|---|---|---|---|---|
| JGP Wealth Management, LLC | 8,933 | $1.91M | 0.27% | −367−3.9% | Reduced |
| Baader Bank INC | 9,033 | $1.91M | 0.15% | +9,033 | New |
| BKD Wealth Advisors, LLC | 8,997 | $1.92M | 0.05% | +1,988+28.4% | Added |
| Trium Capital LLP | 9,002 | $1.92M | 0.68% | +3,475+62.9% | Added |
| TD Private Client Wealth LLC | 9,007 | $1.92M | 0.06% | −449−4.7% | Reduced |
| Aptus Capital Advisors, LLC | 9,020 | $1.92M | 0.04% | +519+6.1% | Added |
| Steel Peak Wealth Management LLC | 9,095 | $1.94M | 0.09% | +5,449+149.5% | Added |
| Van Hulzen Asset Management, LLC | 9,118 | $1.95M | 0.13% | −9,786−51.8% | Reduced |
| HMS Capital Management, LLC | 9,183 | $1.96M | 1.02% | +129+1.4% | Added |
| Ameritas Advisory Services, LLC | 9,198 | $1.96M | 0.07% | +959+11.6% | Added |
| Wellington Shields & Co., LLC | 9,219 | $1.97M | 0.64% | +301+3.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,220 | $1.97M | 1.31% | −25−0.3% | Reduced |
| Public Sector Pension Investment Board | 9,235 | $1.97M | 0.01% | +5,777+167.1% | Added |
| Little House Capital LLC | 9,244 | $1.97M | 0.62% | +34+0.4% | Added |
| Cohen Klingenstein LLC | 9,300 | $1.98M | 0.07% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 9,308 | $1.99M | 0.06% | +269+3.0% | Added |
| Vident Advisory, LLC | 9,310 | $1.99M | 0.05% | +2,324+33.3% | Added |
| Confluence Wealth Services, Inc. | 9,326 | $1.99M | 0.16% | +201+2.2% | Added |
| Columbia Asset Management | 9,335 | $1.99M | 0.37% | +6+0.1% | Added |
| Thoroughbred Financial Services, LLC | 9,373 | $2.00M | 0.13% | +3,162+50.9% | Added |
| Buckingham Strategic Partners | 9,383 | $2.00M | 0.05% | +782+9.1% | Added |
| Azzad Asset Management Inc | 9,510 | $2.03M | 0.24% | +15+0.2% | Added |
| Patrick M Sweeney & Associates, Inc | 9,517 | $2.03M | 1.64% | −64−0.7% | Reduced |
| Parsons Capital Management Inc | 9,533 | $2.03M | 0.14% | −90−0.9% | Reduced |
| Harbour Investments, Inc. | 9,534 | $2.03M | 0.07% | +87+0.9% | Added |
| Perbak Capital Partners LLP | 9,539 | $2.04M | 0.60% | +9,539 | New |
| Valeo Financial Advisors, LLC | 9,551 | $2.04M | 0.06% | −139−1.4% | Reduced |
| Blueshift Asset Management, LLC | 9,555 | $2.04M | 0.68% | +2,241+30.6% | Added |
| Bell Bank | 9,562 | $2.04M | 0.17% | −6,444−40.3% | Reduced |
| SYSTM Wealth Solutions LLC | 9,577 | $2.04M | 0.46% | −5,742−37.5% | Reduced |
| Canton Hathaway, LLC | 9,593 | $2.05M | 0.56% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 9,601 | $2.05M | 0.92% | +138+1.5% | Added |
| Lederer & Associates Investment Counsel | 9,625 | $2.05M | 1.49% | −788−7.6% | Reduced |
| Tobam | 9,660 | $2.06M | 0.32% | +839+9.5% | Added |
| Hudson Canyon Capital Management | 9,668 | $2.06M | 1.40% | −1,265−11.6% | Reduced |
| Accretive Wealth Partners, LLC | 9,721 | $2.07M | 0.87% | +5+0.1% | Added |
| Wedbush Securities Inc | 9,760 | $2.08M | 0.07% | +497+5.4% | Added |
| Girard Partners Ltd. | 9,763 | $2.08M | 0.20% | −511−5.0% | Reduced |
| Garner Asset Management Corp | 9,771 | $2.08M | 1.02% | +176+1.8% | Added |
| We Are One Seven, LLC | 9,856 | $2.10M | 0.10% | +553+5.9% | Added |
| Flagship Harbor Advisors, LLC | 9,897 | $2.11M | 0.13% | −35−0.4% | Reduced |
| TKG Advisors, LLC | 9,918 | $2.12M | 1.15% | −69−0.7% | Reduced |
| BW Gestao de Investimentos Ltda. | 10,000 | $2.13M | 0.28% | +10,000 | New |
| Castle Rock Wealth Management, LLC | 10,216 | $2.14M | 0.53% | +431+4.4% | Added |
| Mutual Advisors, LLC | 10,701 | $2.15M | 0.06% | −32−0.3% | Reduced |
| Garrett Investment Advisors LLC | 10,100 | $2.15M | 0.25% | +149+1.5% | Added |
| United Services Automobile Association | 10,162 | $2.17M | 0.05% | −751−6.9% | Reduced |
| Assenagon Asset Management S.A. | 10,172 | $2.17M | 0.01% | −10,690−51.2% | Reduced |
| Ballentine Partners, LLC | 10,231 | $2.18M | 0.04% | +511+5.3% | Added |
| Munro Partners | 10,288 | $2.19M | 0.08% | −18,570−64.3% | Reduced |
| WT Wealth Management | 10,340 | $2.21M | 0.75% | −279−2.6% | Reduced |
| Mitchell Sinkler & Starr | 9,942 | $2.21M | 0.57% | +1,195+13.7% | Added |
| Quest Partners LLC | 10,350 | $2.21M | 0.30% | +3,850+59.2% | Added |
| Tokio Marine Asset Management Co Ltd | 10,354 | $2.21M | 0.11% | +459+4.6% | Added |
| Aigen Investment Management, LP | 10,418 | $2.22M | 0.43% | +8,029+336.1% | Added |
| GFS Advisors, LLC | 350 | $2.23M | 0.37% | −10,100−96.7% | Reduced |
| United Community Bank | 10,469 | $2.23M | 0.90% | −619−5.6% | Reduced |
| One Capital Management, LLC | 10,511 | $2.24M | 0.08% | +6,935+193.9% | Added |
| Lakeview Capital Partners, LLC | 10,521 | $2.24M | 0.36% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 10,625 | $2.27M | 0.59% | −2,000−15.8% | Reduced |
| Nikulski Financial, Inc. | 10,632 | $2.27M | 0.72% | +500+4.9% | Added |
| Aldebaran Financial Inc. | 10,721 | $2.29M | 3.17% | +222+2.1% | Added |
| Focus Financial Network, Inc. | 10,249 | $2.29M | 0.10% | −20.0% | Reduced |
| Orser Capital Management, LLC | 10,796 | $2.30M | 1.88% | +30.0% | Added |
| Sonora Investment Management Group, LLC | 10,815 | $2.31M | 0.18% | 00.0% | Unchanged |
| Adirondack Trust Co | 10,852 | $2.32M | 0.95% | −46−0.4% | Reduced |
| Ancora Advisors, LLC | 10,898 | $2.33M | 0.06% | +177+1.7% | Added |
| YHB Investment Advisors, Inc. | 10,996 | $2.35M | 0.20% | −568−4.9% | Reduced |
| Insight Wealth Strategies, LLC | 11,017 | $2.35M | 0.33% | +171+1.6% | Added |
| Legacy Advisors, LLC | 11,028 | $2.35M | 0.29% | +688+6.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,129 | $2.36M | 0.10% | +9,057+437.1% | Added |
| Robertson Stephens Wealth Management, LLC | 11,123 | $2.37M | 0.12% | +401+3.7% | Added |
| Hunter Associates Investment Management LLC | 11,205 | $2.39M | 0.40% | −45−0.4% | Reduced |
| Kingsview Wealth Management, LLC | 11,296 | $2.41M | 0.06% | +421+3.9% | Added |
| Aviso Financial Inc. | 11,309 | $2.41M | 0.13% | +11,309 | New |
| IAM Advisory, LLC | 11,316 | $2.41M | 0.65% | +8+0.1% | Added |
| Dohj, LLC | 11,422 | $2.44M | 0.61% | −81−0.7% | Reduced |
| Mechanics Bank Trust Department | 11,429 | $2.44M | 0.35% | −300−2.6% | Reduced |
| IronBridge Private Wealth, LLC | 11,440 | $2.44M | 0.91% | −253−2.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,616 | $2.48M | 0.06% | −14−0.1% | Reduced |
| Caldwell Trust Co | 11,658 | $2.49M | 0.28% | +5,525+90.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,772 | $2.51M | 0.17% | −324−2.7% | Reduced |
| Field & Main Bank | 11,775 | $2.51M | 0.94% | +126+1.1% | Added |
| South Dakota Investment Council | 11,805 | $2.52M | 0.05% | −13−0.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 11,821 | $2.52M | 0.08% | +65+0.6% | Added |
| Papp L Roy & Associates | 11,847 | $2.53M | 0.31% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 12,053 | $2.53M | 0.23% | −1,038−7.9% | Reduced |
| First PREMIER Bank | 11,953 | $2.55M | 0.68% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 11,954 | $2.55M | 0.12% | +22+0.2% | Added |
| Vista Investment Partners LLC | 11,979 | $2.56M | 0.86% | +11,979 | New |
| Norris Perne & French LLP | 11,981 | $2.56M | 0.18% | −652−5.2% | Reduced |
| Wolverine Asset Management LLC | 12,000 | $2.56M | 0.05% | +10,000+500.0% | Added |
| Weaver Capital Management LLC | 12,017 | $2.56M | 0.82% | −403−3.2% | Reduced |
| Hartline Investment Corp | 12,023 | $2.56M | 0.34% | +8,305+223.4% | Added |
| Equitable Holdings, Inc. | 12,041 | $2.57M | 0.03% | +1,459+13.8% | Added |
| Argyle Capital Management Inc. | 12,075 | $2.58M | 1.06% | −2,100−14.8% | Reduced |
| Wolverine Trading, LLC | 12,154 | $2.59M | 0.04% | +12,154 | New |
| Delta Asset Management LLC | 12,195 | $2.60M | 0.24% | −220−1.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 12,251 | $2.61M | 0.24% | +915+8.1% | Added |
| Alpine Woods Capital Investors, LLC | 12,355 | $2.64M | 0.41% | +5,566+82.0% | Added |