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 |
|---|---|---|---|---|---|
| Oxford Financial Group Ltd | 1,241 | $264.8K | 0.02% | +1,241 | New |
| Means Investment Co., Inc. | 1,241 | $264.8K | 0.03% | +1+0.1% | Added |
| Legacy Edge Advisors, LLC | 1,242 | $265.0K | 0.05% | +24+2.0% | Added |
| Oak Thistle LLC | 1,242 | $265.0K | 0.20% | −631−33.7% | Reduced |
| Crewe Advisors LLC | 1,254 | $267.5K | 0.03% | −315−20.1% | Reduced |
| M Holdings Securities, Inc. | 1,256 | $268.0K | 0.03% | +1,256 | New |
| Global Financial Private Client, LLC | 1,257 | $268.2K | 0.11% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,266 | $270.1K | 0.02% | +35+2.8% | Added |
| Blackston Financial Advisory Group, LLC | 1,268 | $270.4K | 0.15% | +1,268 | New |
| Winthrop Advisory Group LLC | 1,268 | $270.5K | 0.04% | −7−0.5% | Reduced |
| Vectors Research Management, LLC | 1,272 | $271.0K | 0.08% | +2+0.2% | Added |
| SNS Financial Group, LLC | 1,271 | $271.1K | 0.03% | −3−0.2% | Reduced |
| Mirador Capital Partners LP | 1,273 | $271.6K | 0.05% | −69−5.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,274 | $271.8K | 0.09% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 1,277 | $272.6K | 0.02% | +134+11.7% | Added |
| Visionary Wealth Advisors | 1,289 | $275.0K | 0.02% | +21+1.7% | Added |
| Freestone Capital Holdings, LLC | 1,289 | $275.0K | 0.01% | +111+9.4% | Added |
| Genesee Capital Advisors, LLC | 1,290 | $275.2K | 0.13% | +5+0.4% | Added |
| D L Carlson Investment Group Inc | 1,290 | $275.3K | 0.05% | +1+0.1% | Added |
| Essex Savings Bank | 1,295 | $276.3K | 0.07% | −21−1.6% | Reduced |
| Azimuth Capital Investment Management LLC | 1,300 | $277.3K | 0.01% | −14−1.1% | Reduced |
| Allstate Corp | 1,300 | $277.3K | 0.02% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,300 | $277.3K | 0.27% | +1,300 | New |
| Lynx Investment Advisory | 1,308 | $279.1K | 0.21% | +1,308 | New |
| Ironsides Asset Advisors, LLC | 1,309 | $279.3K | 0.09% | −600−31.4% | Reduced |
| Headinvest, LLC | 1,309 | $279.3K | 0.05% | 00.0% | Unchanged |
| World Equity Group, Inc. | 1,313 | $280.1K | 0.08% | +24+1.9% | Added |
| Bridgewater Associates, LP | 1,317 | $281.0K | 0.00% | +1,317 | New |
| Burney Co | 1,319 | $281.4K | 0.01% | −600−31.3% | Reduced |
| McAdam, LLC | 1,320 | $281.6K | 0.02% | +3+0.2% | Added |
| Trustmark National Bank Trust Department | 1,322 | $282.0K | 0.02% | −480−26.6% | Reduced |
| Enterprise Financial Services Corp | 1,323 | $282.2K | 0.17% | +7+0.5% | Added |
| Quantum Private Wealth, LLC | 1,324 | $282.5K | 0.10% | −221−14.3% | Reduced |
| Davis R M Inc | 1,337 | $285.2K | 0.01% | +221+19.8% | Added |
| Proficio Capital Partners LLC | 1,337 | $285.3K | 0.03% | +55+4.3% | Added |
| Mirabella Financial Services LLP | 1,342 | $286.3K | 0.02% | −4,870−78.4% | Reduced |
| D.B. Root & Company, LLC | 1,342 | $286.4K | 0.10% | +150+12.6% | Added |
| MBA Advisors LLC | 1,342 | $286.4K | 0.15% | +195+17.0% | Added |
| Summit Asset Management, LLC | 1,343 | $286.6K | 0.06% | +1+0.1% | Added |
| Stratos Wealth Advisors, LLC | 1,347 | $287.6K | 0.01% | +22+1.7% | Added |
| Fortune Financial Advisors, LLC | 1,349 | $287.8K | 0.18% | −20−1.5% | Reduced |
| Financial Futures Ltd Liability Co. | 1,351 | $288.2K | 0.18% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 1,357 | $289.0K | 0.00% | −462−25.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,355 | $289.1K | 0.03% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 1,356 | $289.3K | 0.02% | −186−12.1% | Reduced |
| Ade, LLC | 1,358 | $289.7K | 0.20% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,361 | $290.4K | 0.13% | +1+0.1% | Added |
| GYL Financial Synergies, LLC | 1,362 | $290.5K | 0.02% | +50+3.8% | Added |
| Change Path, LLC | 1,365 | $291.0K | 0.01% | −387−22.1% | Reduced |
| Pure Financial Advisors, Inc. | 1,365 | $291.2K | 0.01% | +20+1.5% | Added |
| Blossom Wealth Management | 1,365 | $291.2K | 0.63% | +20+1.5% | Added |
| Operose Advisors LLC | 1,369 | $292.1K | 0.10% | 00.0% | Unchanged |
| Essex Private Wealth Management, LLC | 1,370 | $292.3K | 0.74% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,369 | $292.3K | 0.00% | 00.0% | Unchanged |
| Stableford Capital II LLC | 1,314 | $293.4K | 0.12% | +300+29.6% | Added |
| Hazlett, Burt & Watson, Inc. | 1,380 | $294.0K | 0.15% | +50+3.8% | Added |
| Northstar Asset Management LLC | 1,380 | $294.4K | 0.07% | −250−15.3% | Reduced |
| Vicus Capital | 1,380 | $294.5K | 0.03% | −6−0.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,382 | $294.9K | 0.08% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,398 | $298.0K | 0.17% | −176−11.2% | Reduced |
| Diamant Asset Management, Inc. | 1,400 | $298.7K | 0.20% | 00.0% | Unchanged |
| Wendell David Associates Inc | 1,403 | $299.0K | 0.03% | −20−1.4% | Reduced |
| Merriman Wealth Management, LLC | 1,404 | $299.5K | 0.01% | +14+1.0% | Added |
| Berkeley Capital Partners, LLC | 1,404 | $299.6K | 0.09% | +103+7.9% | Added |
| Princeton Global Asset Management LLC | 1,405 | $299.8K | 0.07% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,409 | $300.6K | 0.02% | +10+0.7% | Added |
| Pallas Capital Advisors LLC | 1,349 | $300.9K | 0.01% | −115−7.9% | Reduced |
| Strategic Financial Services, Inc, | 1,413 | $301.4K | 0.02% | +50+3.7% | Added |
| Clifford Swan Investment Counsel LLC | 1,415 | $301.9K | 0.01% | −114−7.5% | Reduced |
| Sage Mountain Advisors LLC | 1,417 | $302.2K | 0.03% | +246+21.0% | Added |
| Angeles Investment Advisors, LLC | 1,419 | $302.7K | 0.02% | +61+4.5% | Added |
| Dunhill Financial, LLC | 1,424 | $303.9K | 0.19% | +1,396+4,985.7% | Added |
| Westmount Partners, LLC | 1,453 | $304.3K | 0.10% | +12+0.8% | Added |
| Powell Investment Advisors, LLC | 1,427 | $304.4K | 0.16% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 1,430 | $305.0K | 0.07% | +1,430 | New |
| Insight Advisors, LLC | 1,433 | $305.9K | 0.06% | +1+0.1% | Added |
| Manchester Capital Management LLC | 1,436 | $306.4K | 0.04% | −34−2.3% | Reduced |
| Perennial Investment Advisors, LLC | 1,435 | $306.6K | 0.04% | +20+1.4% | Added |
| Coordinated Financial Services, Inc. | 1,439 | $307.0K | 0.26% | +2+0.1% | Added |
| WSFS Capital Management, LLC | 1,441 | $307.3K | 0.02% | +1+0.1% | Added |
| Personal Cfo Solutions, LLC | 1,445 | $308.2K | 0.05% | −104−6.7% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,450 | $309.3K | 0.19% | 00.0% | Unchanged |
| Somerville Kurt F | 1,460 | $311.5K | 0.05% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 1,462 | $311.8K | 0.02% | +1,462 | New |
| Sigma Investment Counselors Inc | 1,462 | $311.9K | 0.02% | 00.0% | Unchanged |
| Ballast Advisors LLC | 1,467 | $313.0K | 0.10% | −218−12.9% | Reduced |
| Drake & Associates, LLC | 1,469 | $313.3K | 0.11% | −73−4.7% | Reduced |
| Brass Tax Wealth Management, Inc | 1,469 | $313.3K | 0.06% | +1,469 | New |
| Morningstar Investment Services LLC | 1,479 | $314.0K | 0.00% | +264+21.7% | Added |
| Chesapeake Wealth Management | 1,474 | $314.5K | 0.11% | −108−6.8% | Reduced |
| Grandfield & Dodd, LLC | 1,475 | $314.7K | 0.02% | 00.0% | Unchanged |
| First National Corp | 1,479 | $315.5K | 0.08% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 1,479 | $315.6K | 0.01% | −1,435−49.2% | Reduced |
| Vigilare Wealth Management | 1,480 | $315.6K | 0.14% | +1+0.1% | Added |
| Virtus Investment Advisers, Inc. | 1,485 | $316.8K | 0.27% | +597+67.2% | Added |
| LWM Advisory Services, LLC | 1,500 | $320.0K | 0.27% | 00.0% | Unchanged |
| HC Advisors, LLC | 1,500 | $320.0K | 0.30% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,508 | $321.6K | 0.16% | +1,141+310.9% | Added |
| D'Orazio & Associates, Inc. | 1,514 | $322.9K | 0.05% | +66+4.6% | Added |
| Abner Herrman & Brock LLC | 1,525 | $325.0K | 0.04% | 00.0% | Unchanged |