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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 667 | $142.3K | 0.02% | +667 | New |
| Delos Wealth Advisors, LLC | 668 | $142.5K | 0.14% | −143−17.6% | Reduced |
| Magellan Asset Management Ltd | 669 | $142.7K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 671 | $143.2K | 0.01% | −400−37.3% | Reduced |
| EdgeRock Capital LLC | 673 | $143.6K | 0.11% | +673 | New |
| Riverview Trust Co | 675 | $144.0K | 0.14% | 00.0% | Unchanged |
| Quarry LP | 683 | $145.7K | 0.06% | +462+209.0% | Added |
| Financial Perspectives, Inc | 687 | $146.6K | 0.05% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 687 | $147.0K | 0.00% | +16+2.4% | Added |
| J.Safra Asset Management Corp | 691 | $147.4K | 0.01% | +453+190.3% | Added |
| ORG Partners LLC | 704 | $147.8K | 0.02% | +704 | New |
| First Community Trust NA | 700 | $149.3K | 0.13% | 00.0% | Unchanged |
| Castleview Partners, LLC | 744 | $158.7K | 0.09% | 00.0% | Unchanged |
| Clean Yield Group | 751 | $160.2K | 0.06% | 00.0% | Unchanged |
| Central Bank & Trust Co | 774 | $165.1K | 0.02% | −48−5.8% | Reduced |
| Barrett & Company, Inc. | 789 | $168.4K | 0.08% | −12−1.5% | Reduced |
| Hills Bank & Trust Co | 800 | $170.7K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 800 | $170.7K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 802 | $171.0K | 0.03% | −10−1.2% | Reduced |
| GHP Investment Advisors, Inc. | 813 | $173.5K | 0.01% | +4+0.5% | Added |
| PSI Advisors, LLC | 815 | $173.7K | 0.05% | +1+0.1% | Added |
| Acropolis Investment Management, LLC | 816 | $174.1K | 0.01% | +118+16.9% | Added |
| Sunbelt Securities, Inc. | 826 | $176.2K | 0.02% | +72+9.5% | Added |
| West Paces Advisors Inc. | 844 | $180.0K | 0.05% | −40−4.5% | Reduced |
| Family Firm, Inc. | 849 | $181.1K | 0.04% | +849 | New |
| Bullock Wealth Management Group | 926 | $193.8K | 0.13% | −2−0.2% | Reduced |
| United Advisor Group, LLC | 939 | $200.3K | 0.06% | +939 | New |
| Sovereign Financial Group, Inc. | 942 | $201.0K | 0.05% | −78−7.6% | Reduced |
| Greenfield Seitz Capital Management, LLC | 944 | $201.4K | 0.07% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 945 | $201.6K | 0.12% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 985 | $202.2K | 0.04% | +985 | New |
| Deseret Mutual Benefit Administrators | 948 | $202.2K | 0.09% | +29+3.2% | Added |
| Lumbard & Kellner, LLC | 950 | $202.7K | 0.10% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 950 | $202.7K | 0.14% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 950 | $203.0K | 0.10% | 00.0% | Unchanged |
| US Asset Management LLC | 957 | $204.0K | 0.18% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 956 | $204.1K | 0.03% | −1,811−65.4% | Reduced |
| One Day In July LLC | 958 | $204.4K | 0.03% | −185−16.2% | Reduced |
| Onefund, LLC | 959 | $204.6K | 0.22% | +8+0.8% | Added |
| Forbes J M & Co LLP | 959 | $204.6K | 0.02% | +959 | New |
| Circle Wealth Management, LLC | 966 | $206.0K | 0.00% | −598−38.2% | Reduced |
| Madden Securities Corp | 966 | $206.1K | 0.09% | −132−12.0% | Reduced |
| Harbor Investment Advisory, LLC | 967 | $206.3K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 967 | $206.3K | 0.02% | +17+1.8% | Added |
| Ignite Planners, LLC | 982 | $206.5K | 0.05% | +982 | New |
| Ewa, LLC | 945 | $206.7K | 0.09% | +945 | New |
| Profit Investment Management, LLC | 969 | $206.7K | 0.13% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 969 | $206.8K | 0.06% | +9+0.9% | Added |
| Paradigm Financial Partners, LLC | 972 | $207.4K | 0.03% | +972 | New |
| Facet Wealth, Inc. | 1,032 | $207.6K | 0.01% | +1,032 | New |
| SageView Advisory Group, LLC | 973 | $207.6K | 0.01% | +973 | New |
| Altus Wealth Group LLC | 975 | $208.0K | 0.10% | 00.0% | Unchanged |
| Koa Wealth Management, LLC | 975 | $208.0K | 0.18% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 976 | $208.2K | 0.06% | −229−19.0% | Reduced |
| Gables Capital Management Inc. | 979 | $208.9K | 0.11% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 972 | $209.0K | 0.00% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 980 | $209.1K | 0.11% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 981 | $209.3K | 0.05% | +981 | New |
| Elevatus Welath Management | 981 | $209.3K | 0.08% | +2+0.2% | Added |
| Sweeney & Michel, LLC | 1,000 | $210.0K | 0.09% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 984 | $210.0K | 0.13% | +984 | New |
| Asset Dedication, LLC | 985 | $210.2K | 0.01% | +192+24.2% | Added |
| Sivia Capital Partners, LLC | 986 | $210.4K | 0.14% | +28+2.9% | Added |
| TSFG, LLC | 989 | $211.0K | 0.05% | −269−21.4% | Reduced |
| BCS Wealth Management | 987 | $211.0K | 0.10% | +987 | New |
| Boothbay Fund Management, LLC | 990 | $211.2K | 0.01% | −902−47.7% | Reduced |
| Mission Wealth Management, LP | 991 | $211.5K | 0.01% | −323−24.6% | Reduced |
| Patten & Patten Inc | 992 | $211.7K | 0.01% | +1+0.1% | Added |
| Florida Financial Advisors, LLC | 995 | $212.4K | 0.13% | −223−18.3% | Reduced |
| First Interstate Bank | 999 | $213.1K | 0.01% | +13+1.3% | Added |
| Birmingham Capital Management Co Inc | 1,000 | $213.3K | 0.08% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 1,000 | $213.3K | 0.12% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $213.3K | 0.10% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,000 | $213.3K | 0.07% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 1,000 | $213.3K | 0.16% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 1,000 | $213.3K | 0.03% | 00.0% | Unchanged |
| Walden Wealth Partners LLC | 1,000 | $213.4K | 0.12% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,002 | $213.8K | 0.04% | +22+2.2% | Added |
| Key Client Fiduciary Advisors, LLC | 1,005 | $214.3K | 0.11% | −22−2.1% | Reduced |
| Human Investing LLC | 1,006 | $214.6K | 0.04% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 1,008 | $215.0K | 0.03% | −25−2.4% | Reduced |
| Ethos Financial Group, LLC | 1,009 | $215.0K | 0.04% | −9−0.9% | Reduced |
| Cromwell Holdings LLC | 1,010 | $215.5K | 0.13% | +1,010 | New |
| RMB Capital Management, LLC | 1,011 | $215.8K | 0.01% | −1,829−64.4% | Reduced |
| Main Street Research LLC | 1,012 | $215.9K | 0.01% | +53+5.5% | Added |
| Greenwood Gearhart Inc | 1,012 | $215.9K | 0.02% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 1,012 | $215.9K | 0.19% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,029 | $216.1K | 0.10% | 00.0% | Unchanged |
| NatWest Group plc | 1,013 | $216.1K | 0.07% | 00.0% | Unchanged |
| Planning Directions Inc | 1,013 | $216.2K | 0.15% | +3+0.3% | Added |
| Sharp Financial Services, LLC | 1,016 | $216.8K | 0.19% | +1,016 | New |
| D. Scott Neal, Inc. | 1,017 | $217.0K | 0.12% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,017 | $217.0K | 0.03% | +1,017 | New |
| Keystone Wealth Services, LLC | 1,017 | $217.0K | 0.07% | +2+0.2% | Added |
| Navellier & Associates Inc | 1,018 | $217.1K | 0.03% | +2+0.2% | Added |
| Websterrogers Financial Advisors, LLC | 1,018 | $217.2K | 0.08% | +18+1.8% | Added |
| New Century Financial Group, LLC | 1,022 | $218.0K | 0.09% | +1,022 | New |
| Hilltop National Bank | 1,023 | $218.2K | 0.07% | −8−0.8% | Reduced |
| Weaver Consulting Group | 1,023 | $218.2K | 0.08% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 1,027 | $219.2K | 0.07% | 00.0% | Unchanged |