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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,378 | $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 |
|---|---|---|---|---|---|
| Mendota Financial Group, LLC | 146 | $31.1K | 0.02% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 155 | $33.1K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 157 | $33.5K | 0.01% | +2+1.3% | Added |
| CGC Financial Services, LLC | 160 | $34.1K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 161 | $34.3K | 0.02% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 161 | $34.5K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 164 | $35.0K | 0.01% | +29+21.5% | Added |
| Dynamic Wealth Strategies, LLC | 166 | $35.0K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 180 | $36.5K | 0.01% | +180 | New |
| Fairway Wealth LLC | 171 | $36.5K | 0.02% | +66+62.9% | Added |
| Raffa Wealth Management, LLC | 174 | $37.1K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 179 | $38.2K | 0.01% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 179 | $38.2K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 179 | $38.3K | 0.02% | −104−36.7% | Reduced |
| Godsey & Gibb Associates | 180 | $38.4K | 0.00% | +180 | New |
| Beacon Capital Management, LLC | 181 | $38.6K | 0.01% | −8−4.2% | Reduced |
| Fairscale Capital, LLC | 176 | $38.9K | 0.03% | +176 | New |
| WealthCollab, LLC | 184 | $39.3K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 186 | $39.7K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 190 | $40.5K | 0.02% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 196 | $41.8K | 0.00% | +8+4.3% | Added |
| Pacific Capital Wealth Advisors, Inc | 199 | $42.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 199 | $42.5K | 0.01% | +80+67.2% | Added |
| NewSquare Capital LLC | 200 | $42.7K | 0.00% | −500−71.4% | Reduced |
| Osterweis Capital Management Inc | 200 | $42.7K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 200 | $42.7K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 200 | $42.7K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 201 | $42.8K | 0.03% | +1+0.5% | Added |
| SOA Wealth Advisors, LLC. | 205 | $43.7K | 0.01% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 211 | $45.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 219 | $46.7K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 225 | $48.0K | 0.00% | +135+150.0% | Added |
| JFS Wealth Advisors, LLC | 231 | $49.3K | 0.00% | −3−1.3% | Reduced |
| Kepos Capital LP | 233 | $50.0K | 0.02% | −18−7.2% | Reduced |
| Trifecta Capital Advisors, LLC | 242 | $51.6K | 0.01% | −276−53.3% | Reduced |
| JJJ Advisors Inc. | 242 | $51.6K | 0.01% | −15−5.8% | Reduced |
| Rational Advisors LLC | 254 | $54.2K | 0.01% | −12−4.5% | Reduced |
| Raleigh Capital Management Inc. | 268 | $57.2K | 0.02% | +188+235.0% | Added |
| Bogart Wealth, LLC | 268 | $57.2K | 0.00% | −11−3.9% | Reduced |
| Westside Investment Management, Inc. | 269 | $57.5K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 279 | $59.5K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 280 | $59.6K | 0.02% | −8−2.8% | Reduced |
| TD Capital Management LLC | 280 | $59.7K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 280 | $59.7K | 0.03% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 300 | $60.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 298 | $60.1K | 0.02% | +5+1.7% | Added |
| Studio Investment Management LLC | 285 | $60.8K | 0.01% | 00.0% | Unchanged |
| WD Rutherford LLC | 288 | $61.4K | 0.03% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 290 | $61.9K | 0.04% | 00.0% | Unchanged |
| Bollard Group LLC | 291 | $62.0K | 0.00% | +1+0.3% | Added |
| Security National Bank | 291 | $62.1K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 310 | $66.2K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 325 | $69.3K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 339 | $72.3K | 0.00% | +122+56.2% | Added |
| Financial Freedom, LLC | 340 | $72.5K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 341 | $72.9K | 0.04% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 345 | $73.6K | 0.04% | +345 | New |
| Valued Wealth Advisors LLC | 354 | $75.6K | 0.05% | +12+3.5% | Added |
| Itau Unibanco Holding S.A. | 369 | $78.7K | 0.00% | +369 | New |
| Key Financial Inc | 378 | $80.6K | 0.02% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 385 | $82.1K | 0.02% | +385 | New |
| Sugarloaf Wealth Management, LLC | 390 | $83.2K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $85.3K | 0.04% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 400 | $85.3K | 0.06% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 401 | $85.5K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 410 | $87.0K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 410 | $88.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 413 | $88.1K | 0.04% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 415 | $88.3K | 0.06% | −10−2.4% | Reduced |
| TruNorth Capital Management, LLC | 430 | $91.7K | 0.03% | +430 | New |
| SRS Capital Advisors, Inc. | 440 | $93.8K | 0.01% | +298+209.9% | Added |
| Concord Wealth Partners | 447 | $95.3K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 450 | $96.0K | 0.02% | 00.0% | Unchanged |
| Spirit of America Management Corp | 450 | $96.0K | 0.02% | +200+80.0% | Added |
| Salomon & Ludwin, LLC | 453 | $96.6K | 0.01% | −5−1.1% | Reduced |
| Investors Research Corp | 459 | $97.9K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 479 | $102.1K | 0.16% | +3+0.6% | Added |
| Pacifica Partners Inc. | 487 | $102.4K | 0.04% | +17+3.6% | Added |
| Plante Moran Financial Advisors, LLC | 486 | $103.7K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 500 | $106.7K | 0.05% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 520 | $110.9K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 522 | $111.0K | 0.00% | +522 | New |
| Garde Capital, Inc. | 532 | $114.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 562 | $119.9K | 0.02% | −1−0.2% | Reduced |
| Covestor Ltd | 566 | $121.0K | 0.08% | +25+4.6% | Added |
| Essex Investment Management Co LLC | 571 | $121.8K | 0.02% | −256−31.0% | Reduced |
| State of Wyoming | 579 | $123.5K | 0.02% | −232−28.6% | Reduced |
| Briaud Financial Planning, Inc | 585 | $124.0K | 0.07% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 590 | $125.9K | 0.07% | +590 | New |
| Tradewinds Capital Management, LLC | 606 | $129.3K | 0.04% | −95−13.6% | Reduced |
| CNB Bank | 610 | $130.1K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 618 | $131.8K | 0.03% | −612−49.8% | Reduced |
| Montag A & Associates Inc | 634 | $135.3K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 638 | $136.0K | 0.01% | −245−27.7% | Reduced |
| Cyrus J. Lawrence, LLC | 645 | $137.0K | 0.03% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 647 | $138.0K | 0.05% | −47−6.8% | Reduced |
| Continuum Advisory, LLC | 648 | $138.2K | 0.02% | +1+0.2% | Added |
| Widmann Financial Services, Inc. | 650 | $138.7K | 0.11% | +650 | New |
| Gradient Investments LLC | 653 | $139.2K | 0.00% | −13−2.0% | Reduced |
| Mascoma Wealth Management LLC | 660 | $140.8K | 0.04% | 00.0% | Unchanged |