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 |
|---|---|---|---|---|---|
| Simon Quick Advisors, LLC | 1,028 | $219.4K | 0.02% | +1,028 | New |
| Leisure Capital Management | 1,029 | $219.5K | 0.10% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 1,030 | $219.7K | 0.04% | +80+8.4% | Added |
| MV Capital Management, Inc. | 1,033 | $220.4K | 0.02% | +5+0.5% | Added |
| Breakwater Capital Group | 1,035 | $220.8K | 0.05% | −22−2.1% | Reduced |
| Cornerstone Wealth Group, LLC | 1,037 | $221.3K | 0.02% | +1,037 | New |
| Resolute Partners Group | 1,040 | $222.0K | 0.06% | +3+0.3% | Added |
| Fiduciary Group LLC | 1,041 | $222.0K | 0.02% | +1+0.1% | Added |
| First County Bank | 1,041 | $222.1K | 0.11% | −37−3.4% | Reduced |
| Silvant Capital Management LLC | 1,044 | $222.7K | 0.01% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,045 | $223.0K | 0.03% | −27−2.5% | Reduced |
| Meridian Financial Partners LLC | 1,000 | $223.0K | 0.13% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,048 | $223.6K | 0.06% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 1,049 | $223.9K | 0.04% | +3+0.3% | Added |
| Charter Research & Investment Group, Inc. | 1,050 | $224.0K | 0.18% | −375−26.3% | Reduced |
| Quent Capital, LLC | 1,050 | $224.1K | 0.02% | +33+3.2% | Added |
| TNF LLC | 1,031 | $224.1K | 0.08% | −31−2.9% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,052 | $224.4K | 0.18% | 00.0% | Unchanged |
| Second Line Capital, LLC | 1,054 | $224.9K | 0.07% | +1,054 | New |
| Lowe Brockenbrough & Co Inc | 1,058 | $225.7K | 0.02% | 00.0% | Unchanged |
| Clarity Financial LLC | 1,060 | $226.2K | 0.03% | −1,000−48.5% | Reduced |
| Hilton Capital Management, LLC | 1,064 | $227.0K | 0.02% | −16−1.5% | Reduced |
| Camden National Bank | 1,065 | $227.2K | 0.04% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 1,066 | $227.4K | 0.05% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,088 | $227.7K | 0.03% | +1+0.1% | Added |
| Pasadena Private Wealth, LLC | 1,068 | $227.8K | 0.05% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 1,068 | $227.8K | 0.05% | +18+1.7% | Added |
| Bray Capital Advisors | 1,075 | $229.3K | 0.06% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,081 | $230.6K | 0.06% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,082 | $230.6K | 0.04% | +251+30.2% | Added |
| Archer Investment Corp | 1,083 | $231.0K | 0.07% | +1,000+1,204.8% | Added |
| Gratus Wealth Advisors, LLC | 1,043 | $232.4K | 0.04% | +43+4.3% | Added |
| Financial Guidance Group, Inc. | 1,092 | $233.0K | 0.14% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,092 | $233.0K | 0.19% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 1,093 | $233.2K | 0.03% | +1+0.1% | Added |
| S&CO Inc | 1,100 | $234.0K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,097 | $234.1K | 0.02% | +8+0.7% | Added |
| Washington Trust Advisors, Inc. | 1,098 | $234.2K | 0.02% | 00.0% | Unchanged |
| North Star Asset Management Inc | 1,100 | $234.7K | 0.01% | −15−1.3% | Reduced |
| German American Bancorp, Inc. | 1,102 | $235.1K | 0.03% | +1,102 | New |
| Winch Advisory Services, LLC | 1,104 | $235.6K | 0.07% | +1+0.1% | Added |
| Excalibur Management Corp | 1,106 | $236.0K | 0.10% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,108 | $236.1K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance | 1,108 | $236.5K | 0.03% | −468−29.7% | Reduced |
| Beacon Investment Advisors LLC | 1,111 | $236.9K | 0.12% | +31+2.9% | Added |
| BCJ Capital Management, LLC | 1,111 | $237.0K | 0.02% | +1,111 | New |
| Mairs & Power Inc | 1,114 | $237.7K | 0.00% | +114+11.4% | Added |
| Consolidated Planning Corp | 1,115 | $237.9K | 0.04% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 1,117 | $238.2K | 0.02% | +1,117 | New |
| Up Strategic Wealth Investment Advisors LLC | 1,129 | $240.9K | 0.36% | 00.0% | Unchanged |
| TFC Financial Management | 1,133 | $241.7K | 0.04% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,133 | $241.7K | 0.12% | +1,133 | New |
| Rosenberg Matthew Hamilton | 1,166 | $244.1K | 0.07% | +175+17.7% | Added |
| Gray Wealth Management Inc. | 1,148 | $244.8K | 0.11% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 1,152 | $245.8K | 0.04% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 1,152 | $245.8K | 0.10% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,155 | $246.4K | 0.05% | −916−44.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,162 | $247.9K | 0.06% | +46+4.1% | Added |
| New Covenant Trust Company, N.A. | 1,114 | $248.2K | 0.29% | +31+2.9% | Added |
| Colonial River Wealth Management, LLC | 1,166 | $248.8K | 0.13% | +165+16.5% | Added |
| Grant Street Asset Management, Inc. | 1,169 | $249.4K | 0.08% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 1,171 | $249.8K | 0.08% | −370−24.0% | Reduced |
| WMS Partners, LLC | 1,176 | $250.9K | 0.02% | +191+19.4% | Added |
| Gen-Wealth Partners Inc | 1,178 | $251.3K | 0.12% | +104+9.7% | Added |
| Optas, LLC | 1,178 | $251.3K | 0.06% | +111+10.4% | Added |
| Hamilton Capital, LLC | 1,180 | $251.7K | 0.02% | −194−14.1% | Reduced |
| Rossmore Private Capital | 1,180 | $251.8K | 0.03% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,182 | $252.2K | 0.02% | +155+15.1% | Added |
| AlphaStar Capital Management, LLC | 1,182 | $252.3K | 0.02% | +30+2.6% | Added |
| Balboa Wealth Partners | 1,184 | $252.6K | 0.07% | −30−2.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 1,188 | $253.5K | 0.16% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 1,189 | $253.7K | 0.11% | +15+1.3% | Added |
| Frisch Financial Group, Inc. | 1,190 | $254.0K | 0.08% | +4+0.3% | Added |
| First Financial Corp | 1,191 | $254.1K | 0.13% | −103−8.0% | Reduced |
| Quantum Financial Advisors, LLC | 1,192 | $254.2K | 0.04% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,193 | $254.4K | 0.01% | +1,193 | New |
| FinTrust Capital Advisors, LLC | 1,199 | $255.7K | 0.05% | +446+59.2% | Added |
| Grove Bank & Trust | 1,200 | $256.0K | 0.04% | +195+19.4% | Added |
| Smith Group Asset Management, LLC | 1,200 | $256.0K | 0.02% | +1,200 | New |
| PBMares Wealth Management LLC | 1,202 | $256.4K | 0.06% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,207 | $257.0K | 0.14% | +12+1.0% | Added |
| Leo Wealth, LLC | 1,206 | $257.2K | 0.03% | +247+25.8% | Added |
| Group One Trading, L.P. | 1,207 | $257.5K | 0.01% | +1,207 | New |
| SignalPoint Asset Management, LLC | 1,208 | $257.7K | 0.07% | +25+2.1% | Added |
| Prosperity Consulting Group, LLC | 1,211 | $258.3K | 0.04% | −154−11.3% | Reduced |
| Capital Planning Advisors, LLC | 1,218 | $259.8K | 0.04% | −287−19.1% | Reduced |
| Ridgewood Investments LLC | 1,219 | $260.1K | 0.13% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,222 | $260.9K | 0.05% | −71−5.5% | Reduced |
| Bangor Savings Bank | 1,223 | $260.9K | 0.03% | −178−12.7% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 1,225 | $261.0K | 0.22% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,229 | $262.2K | 0.10% | +10+0.8% | Added |
| Phillips Wealth Planners LLC | 1,242 | $262.3K | 0.28% | −20−1.6% | Reduced |
| Commonwealth Financial Services, LLC | 1,248 | $262.9K | 0.05% | +1,248 | New |
| Semus Wealth Partners LLC | 1,235 | $263.4K | 0.20% | −110−8.2% | Reduced |
| Maia Wealth LLC | 1,219 | $263.4K | 0.08% | +1,219 | New |
| CWM Advisors, LLC | 1,235 | $263.5K | 0.03% | −851−40.8% | Reduced |
| Moseley Investment Management Inc | 1,235 | $263.6K | 0.12% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,237 | $263.9K | 0.12% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 1,238 | $264.0K | 0.08% | −45−3.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,196 | $264.2K | 0.00% | −77−6.0% | Reduced |