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 |
|---|---|---|---|---|---|
| Camden Capital, LLC | 1,525 | $325.3K | 0.03% | +361+31.0% | Added |
| Ridgecrest Wealth Partners, LLC | 1,525 | $325.3K | 0.20% | 00.0% | Unchanged |
| Meritage Group LP | 1,525 | $325.3K | 0.01% | +1,525 | New |
| Lake Street Financial LLC | 1,530 | $326.5K | 0.04% | +300+24.4% | Added |
| Relative Value Partners Group, LLC | 1,530 | $326.5K | 0.04% | +1,530 | New |
| L2 Asset Management, LLC | 1,535 | $327.5K | 0.10% | +127+9.0% | Added |
| Biltmore Family Office, LLC | 1,550 | $330.6K | 0.06% | +231+17.5% | Added |
| Berger Financial Group, Inc | 1,554 | $331.5K | 0.03% | −191−10.9% | Reduced |
| Carret Asset Management, LLC | 1,557 | $332.3K | 0.04% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,558 | $332.4K | 0.10% | +1,558 | New |
| Cook Wealth Management Group LLC | 1,664 | $332.7K | 0.18% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 1,562 | $333.0K | 0.14% | +38+2.5% | Added |
| Arrowroot Family Office, LLC | 1,566 | $334.2K | 0.21% | −23−1.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,567 | $334.3K | 0.26% | −64−3.9% | Reduced |
| Woodward Diversified Capital, LLC | 1,576 | $336.2K | 0.20% | +136+9.4% | Added |
| ARS Wealth Advisors Group, LLC | 1,577 | $336.4K | 0.04% | +47+3.1% | Added |
| Sawgrass Asset Management LLC | 1,578 | $336.7K | 0.04% | −262−14.2% | Reduced |
| Northwest Wealth Management, LLC | 1,580 | $337.1K | 0.09% | +5+0.3% | Added |
| Annex Advisory Services, LLC | 1,596 | $340.6K | 0.01% | −447−21.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,602 | $341.9K | 0.10% | +3+0.2% | Added |
| Auxier Asset Management | 1,607 | $342.8K | 0.05% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,613 | $344.1K | 0.07% | −37−2.2% | Reduced |
| Prestige Wealth Management Group LLC | 1,618 | $345.2K | 0.07% | +1,327+456.0% | Added |
| O'Rourke & Company, Inc | 1,622 | $346.0K | 0.19% | +1+0.1% | Added |
| Arlington Trust Co LLC | 1,624 | $346.5K | 0.08% | −388−19.3% | Reduced |
| Allen Wealth Management, LLC | 1,626 | $346.9K | 0.31% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,627 | $347.1K | 0.13% | +3+0.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,629 | $347.5K | 0.04% | 00.0% | Unchanged |
| First United Bank Trust | 1,630 | $347.7K | 0.13% | −70−4.1% | Reduced |
| Pinnacle Bancorp, Inc. | 1,632 | $348.2K | 0.10% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,634 | $348.6K | 0.20% | +15+0.9% | Added |
| Beese Fulmer Investment Management, Inc. | 1,635 | $348.8K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,642 | $350.3K | 0.04% | −240−12.8% | Reduced |
| Everett Harris & Co | 1,647 | $351.4K | 0.00% | +170+11.5% | Added |
| Amplius Wealth Advisors, LLC | 1,649 | $351.8K | 0.04% | −9−0.5% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,651 | $352.0K | 0.05% | +2+0.1% | Added |
| Cidel Asset Management Inc | 1,655 | $353.1K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,656 | $353.3K | 0.05% | −64−3.7% | Reduced |
| Norden Group LLC | 1,656 | $353.5K | 0.07% | −303−15.5% | Reduced |
| First Business Financial Services, Inc. | 1,657 | $353.5K | 0.04% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 1,660 | $354.0K | 0.01% | −562−25.3% | Reduced |
| Gleason Group, Inc. | 1,660 | $354.2K | 0.07% | +6+0.4% | Added |
| Laurion Capital Management LP | 1,662 | $354.6K | 0.01% | +1,662 | New |
| BlackDiamond Wealth Management Inc. | 1,724 | $355.0K | 0.23% | −527−23.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,670 | $356.3K | 0.04% | −131−7.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,670 | $356.4K | 0.06% | +107+6.8% | Added |
| First Command Advisory Services, Inc. | 1,671 | $356.5K | 0.00% | −5,984−78.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,678 | $357.9K | 0.12% | +68+4.2% | Added |
| Cape Ann Savings Bank | 1,680 | $358.4K | 0.22% | −205−10.9% | Reduced |
| Csenge Advisory Group | 1,682 | $358.8K | 0.02% | −491−22.6% | Reduced |
| Leelyn Smith, LLC | 1,692 | $360.9K | 0.07% | +1+0.1% | Added |
| Archford Capital Strategies, LLC | 1,697 | $362.0K | 0.06% | +2+0.1% | Added |
| Bragg Financial Advisors, Inc | 1,697 | $362.0K | 0.02% | +223+15.1% | Added |
| Wimmer Associates 1, LLC | 1,700 | $362.7K | 0.19% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 1,701 | $363.0K | 0.04% | +4+0.2% | Added |
| Golden State Equity Partners | 1,702 | $363.1K | 0.08% | +1,702 | New |
| Tucker Asset Management LLC | 1,705 | $363.7K | 0.08% | −576−25.3% | Reduced |
| Legacy Financial Advisors, Inc. | 1,709 | $364.6K | 0.06% | +27+1.6% | Added |
| Smith Chas P & Associates Pa Cpas | 1,723 | $367.6K | 0.02% | −23−1.3% | Reduced |
| Gunn & Co Investment Management, Inc. | 1,723 | $367.6K | 0.02% | +1,723 | New |
| Prairie Wealth Advisors, Inc. | 1,724 | $367.8K | 0.19% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,727 | $368.5K | 0.15% | +4+0.2% | Added |
| Wealth Architects, LLC | 1,730 | $369.1K | 0.05% | −20−1.1% | Reduced |
| Forest Hill Capital, LLC | 1,730 | $369.1K | 0.30% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,742 | $371.6K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,750 | $373.3K | 0.12% | +1,750 | New |
| WESPAC Advisors, LLC | 1,760 | $375.5K | 0.29% | −19−1.1% | Reduced |
| KRS Capital Management, LLC | 1,761 | $375.6K | 0.28% | +41+2.4% | Added |
| Mount Yale Investment Advisors, LLC | 1,761 | $375.8K | 0.03% | −653−27.1% | Reduced |
| Aspiriant, LLC | 1,763 | $376.1K | 0.02% | −463−20.8% | Reduced |
| Keebeck Alpha, LP | 1,772 | $378.0K | 0.28% | +1,772 | New |
| Breed's Hill Capital LLC | 1,773 | $378.2K | 0.33% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,773 | $378.3K | 0.06% | −84−4.5% | Reduced |
| Advisory Resource Group | 1,774 | $378.5K | 0.09% | +1+0.1% | Added |
| Sentry Investment Management LLC | 1,778 | $379.0K | 0.17% | −154−8.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,779 | $379.5K | 0.14% | +692+63.7% | Added |
| Sculati Wealth Management, LLC | 1,791 | $382.1K | 0.16% | 00.0% | Unchanged |
| AlTi Global, Inc. | 1,802 | $384.4K | 0.01% | +473+35.6% | Added |
| Larson Financial Group LLC | 1,812 | $386.6K | 0.03% | +584+47.6% | Added |
| St Germain D J Co Inc | 1,817 | $387.6K | 0.02% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 1,817 | $387.8K | 0.19% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,825 | $388.9K | 0.00% | +876+92.3% | Added |
| Creative Financial Designs Inc | 1,828 | $390.0K | 0.03% | +289+18.8% | Added |
| Gsa Capital Partners LLP | 1,836 | $392.0K | 0.03% | +180+10.9% | Added |
| Saturna Capital CORP | 1,838 | $392.1K | 0.01% | −324−15.0% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,846 | $393.9K | 0.08% | +329+21.7% | Added |
| OneAscent Wealth Management LLC | 1,849 | $394.0K | 0.20% | +1,849 | New |
| Rockland Trust Co | 1,848 | $394.3K | 0.02% | +100+5.7% | Added |
| Cynosure Management, LLC | 1,848 | $394.3K | 0.06% | +312+20.3% | Added |
| Meridian Wealth Advisors, LLC | 1,849 | $394.4K | 0.07% | +2+0.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,850 | $394.8K | 0.22% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,857 | $396.2K | 0.07% | −3−0.2% | Reduced |
| Callahan Advisors, LLC | 1,869 | $398.8K | 0.04% | +1+0.1% | Added |
| Old North State Trust, LLC | 1,870 | $399.0K | 0.34% | −7−0.4% | Reduced |
| First Western Trust Bank | 1,871 | $399.2K | 0.02% | −45−2.3% | Reduced |
| Alera Investment Advisors, LLC | 1,872 | $399.4K | 0.05% | −128−6.4% | Reduced |
| Univest Financial Corp | 1,884 | $401.9K | 0.11% | −185−8.9% | Reduced |
| Tennessee Valley Asset Management Partners | 1,884 | $401.9K | 0.08% | +7+0.4% | Added |
| Crawford Investment Counsel Inc | 1,885 | $402.1K | 0.01% | +1,885 | New |
| Southland Equity Partners LLC | 1,885 | $402.1K | 0.11% | −13−0.7% | Reduced |