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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 12,355 | $2.64M | 0.03% | +6,381+106.8% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,363 | $2.64M | 0.06% | −14−0.1% | Reduced |
| Greenleaf Trust | 12,379 | $2.64M | 0.03% | +468+3.9% | Added |
| Fiduciary Trust Co | 12,387 | $2.64M | 0.04% | −71−0.6% | Reduced |
| Baldwin Investment Management, LLC | 12,391 | $2.64M | 0.36% | +250+2.1% | Added |
| Horizon Investments, LLC | 12,422 | $2.65M | 0.07% | +100+0.8% | Added |
| American State Bank (Iowa) | 12,459 | $2.66M | 1.70% | +75+0.6% | Added |
| Ashton Thomas Private Wealth, LLC | 12,493 | $2.67M | 0.15% | +123+1.0% | Added |
| Harbour Capital Advisors, LLC | 12,763 | $2.67M | 0.63% | −15−0.1% | Reduced |
| Metis Global Partners, LLC | 12,554 | $2.68M | 0.09% | +498+4.1% | Added |
| Empirical Finance, LLC | 12,617 | $2.69M | 0.17% | −993−7.3% | Reduced |
| McIlrath & Eck, LLC | 12,622 | $2.69M | 0.40% | +320+2.6% | Added |
| Aaron Wealth Advisors | 12,634 | $2.70M | 0.37% | +466+3.8% | Added |
| Waldron Private Wealth LLC | 12,681 | $2.71M | 0.12% | −21−0.2% | Reduced |
| Guyasuta Investment Advisors Inc | 15,106 | $2.71M | 0.20% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 12,743 | $2.72M | 0.14% | −3,911−23.5% | Reduced |
| Adapt Wealth Advisors, LLC | 12,763 | $2.72M | 1.71% | 00.0% | Unchanged |
| KKM Financial LLC | 12,942 | $2.73M | 1.29% | +108+0.8% | Added |
| NEOS Investment Management LLC | 12,836 | $2.74M | 0.11% | +3,984+45.0% | Added |
| Transform Wealth, LLC | 12,929 | $2.76M | 0.21% | −61−0.5% | Reduced |
| Viking Fund Management LLC | 13,000 | $2.77M | 0.50% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 13,015 | $2.78M | 0.06% | −373−2.8% | Reduced |
| Keeler Thomas Management LLC | 13,125 | $2.80M | 0.95% | −31−0.2% | Reduced |
| Groupama Asset Managment | 13,168 | $2.81M | 0.06% | +2,956+28.9% | Added |
| Rothschild Investment LLC | 13,176 | $2.81M | 0.20% | +3,060+30.2% | Added |
| Grandview Asset Management LLC | 13,183 | $2.81M | 1.65% | −173−1.3% | Reduced |
| Ostrum Asset Management | 13,215 | $2.82M | 0.25% | +312+2.4% | Added |
| Tower Research Capital LLC (TRC) | 13,259 | $2.83M | 0.05% | +4,359+49.0% | Added |
| SpiderRock Advisors, LLC | 13,294 | $2.84M | 0.07% | −1,028−7.2% | Reduced |
| Resources Management Corp | 13,343 | $2.85M | 0.41% | +3,376+33.9% | Added |
| Naples Global Advisors, LLC | 13,364 | $2.85M | 0.29% | −25−0.2% | Reduced |
| Aquatic Capital Management LLC | 13,400 | $2.86M | 0.11% | −23,400−63.6% | Reduced |
| G&S Capital LLC | 13,253 | $2.86M | 1.24% | −449−3.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 13,442 | $2.87M | 0.78% | −777−5.5% | Reduced |
| Stratos Wealth Partners, LTD. | 13,525 | $2.89M | 0.05% | −85−0.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 13,548 | $2.89M | 0.17% | −138−1.0% | Reduced |
| Monograph Wealth Advisors, LLC | 13,549 | $2.89M | 0.42% | −1,428−9.5% | Reduced |
| Coldstream Capital Management Inc | 13,572 | $2.90M | 0.07% | +1,745+14.8% | Added |
| Ameliora Wealth Management Ltd. | 13,684 | $2.92M | 1.33% | +12,434+994.7% | Added |
| Covenant Asset Management, LLC | 13,726 | $2.93M | 0.66% | −60−0.4% | Reduced |
| EP Wealth Advisors, LLC | 13,766 | $2.94M | 0.03% | +4,628+50.6% | Added |
| Whittier Trust Co | 13,841 | $2.95M | 0.04% | +146+1.1% | Added |
| L & S Advisors Inc | 13,911 | $2.97M | 0.34% | −4,496−24.4% | Reduced |
| Family Legacy, Inc. | 13,915 | $2.97M | 1.06% | −165−1.2% | Reduced |
| Diversify Wealth Management, LLC | 14,790 | $2.98M | 0.37% | +14,790 | New |
| Omers Administration Corp | 13,981 | $2.98M | 0.03% | +13,981 | New |
| Independent Financial Group, LLC | 14,002 | $2.99M | 0.12% | +3,644+35.2% | Added |
| Pathway Financial Advisers, LLC | 14,241 | $3.02M | 1.08% | −166−1.2% | Reduced |
| United Capital Financial Advisers, LLC | 14,177 | $3.02M | 0.03% | −1,078−7.1% | Reduced |
| Beta Wealth Group, Inc. | 14,225 | $3.03M | 1.44% | −471−3.2% | Reduced |
| Allworth Financial LP | 13,702 | $3.05M | 0.02% | −1,356−9.0% | Reduced |
| East Coast Asset Management, LLC. | 14,457 | $3.08M | 1.12% | −180−1.2% | Reduced |
| Outfitter Financial LLC | 14,462 | $3.09M | 2.57% | −175−1.2% | Reduced |
| Veriti Management LLC | 14,465 | $3.09M | 0.19% | +2,105+17.0% | Added |
| Guardian Wealth Management, Inc. | 14,548 | $3.10M | 2.37% | +98+0.7% | Added |
| Pettee Investors, Inc. | 14,553 | $3.10M | 1.50% | −900−5.8% | Reduced |
| Bleakley Financial Group, LLC | 14,553 | $3.10M | 0.09% | +57+0.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 14,633 | $3.12M | 1.65% | +50.0% | Added |
| Everence Capital Management Inc | 15,064 | $3.13M | 0.22% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 14,691 | $3.13M | 0.40% | +288+2.0% | Added |
| Midwest Professional Planners, LTD. | 14,718 | $3.14M | 1.05% | −22−0.1% | Reduced |
| Wedge Capital Management L L P | 14,769 | $3.15M | 0.06% | −16,498−52.8% | Reduced |
| Axxcess Wealth Management, LLC | 14,820 | $3.16M | 0.09% | +439+3.1% | Added |
| Rowland & Co Investment Counsel | 15,088 | $3.22M | 0.70% | −115−0.8% | Reduced |
| Wesleyan Assurance Society | 15,091 | $3.22M | 0.28% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 15,204 | $3.24M | 0.03% | +4,480+41.8% | Added |
| SeaCrest Wealth Management, LLC | 15,287 | $3.26M | 0.37% | −475−3.0% | Reduced |
| Accurate Wealth Management, LLC | 15,100 | $3.26M | 0.78% | +307+2.1% | Added |
| Forte Capital LLC | 15,296 | $3.26M | 0.39% | −269−1.7% | Reduced |
| North Star Investment Management Corp. | 15,303 | $3.26M | 0.24% | −45−0.3% | Reduced |
| Compass Wealth Management LLC | 15,306 | $3.27M | 0.81% | −150−1.0% | Reduced |
| Ossiam | 15,546 | $3.32M | 0.06% | +191+1.2% | Added |
| Cary Street Partner Investment Advisory LLC | 15,564 | $3.32M | 0.13% | +1,854+13.5% | Added |
| Ferguson Wellman Capital Management, Inc | 15,609 | $3.33M | 0.07% | +302+2.0% | Added |
| Chicago Capital, LLC | 15,665 | $3.34M | 0.10% | −275−1.7% | Reduced |
| Silphium Asset Management Ltd | 15,753 | $3.36M | 1.61% | +987+6.7% | Added |
| Woodmont Investment Counsel LLC | 15,759 | $3.36M | 0.27% | −160−1.0% | Reduced |
| PKO Investment Management Joint-Stock Co | 15,912 | $3.39M | 0.42% | 00.0% | Unchanged |
| Argent Trust Co | 15,940 | $3.40M | 0.15% | −355−2.2% | Reduced |
| Rakuten Investment Management, Inc. | 16,044 | $3.41M | 0.02% | +5,875+57.8% | Added |
| Stonegate Investment Group, LLC | 16,012 | $3.42M | 0.10% | +294+1.9% | Added |
| Jefferies Financial Group Inc. | 16,014 | $3.42M | 0.07% | −8,396−34.4% | Reduced |
| 1st Source Bank | 16,048 | $3.42M | 0.20% | −250−1.5% | Reduced |
| Keebeck Wealth Management, LLC | 16,056 | $3.43M | 0.50% | +50+0.3% | Added |
| Norinchukin Bank, The | 16,127 | $3.44M | 0.10% | −1,010−5.9% | Reduced |
| Liberty Wealth Management LLC | 16,338 | $3.49M | 0.64% | −663−3.9% | Reduced |
| Scott & Selber, Inc. | 16,408 | $3.50M | 1.12% | +255+1.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,472 | $3.51M | 0.04% | −314−1.9% | Reduced |
| Greenland Capital Management LP | 16,477 | $3.52M | 0.75% | +16,477 | New |
| Aull & Monroe Investment Management Corp | 16,594 | $3.54M | 1.73% | −750−4.3% | Reduced |
| Graphene Investments SAS | 16,700 | $3.56M | 2.24% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 16,790 | $3.58M | 0.02% | −6,478−27.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 16,920 | $3.61M | 0.88% | +14,475+592.0% | Added |
| Fundamentun, LLC | 16,931 | $3.61M | 0.30% | +1,008+6.3% | Added |
| RSM US Wealth Management LLC | 17,257 | $3.62M | 0.06% | +10,386+151.2% | Added |
| Pictet Bank & Trust Ltd | 17,000 | $3.63M | 3.70% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 17,043 | $3.64M | 0.06% | +15,694+1,163.4% | Added |
| Natixis Investment Managers International | 17,050 | $3.64M | 0.27% | −733−4.1% | Reduced |
| Motley Fool Asset Management LLC | 17,388 | $3.64M | 0.24% | +3,968+29.6% | Added |
| LGT Fund Management Co Ltd. | 17,160 | $3.66M | 0.46% | +2,430+16.5% | Added |