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 |
|---|---|---|---|---|---|
| Monumental Financial Group Inc. | 2,334 | $498.0K | 0.22% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,348 | $500.9K | 0.30% | −2,449−51.1% | Reduced |
| Stablepoint Partners, LLC | 2,509 | $503.2K | 0.10% | −35−1.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 2,368 | $505.1K | 0.01% | −22−0.9% | Reduced |
| Patron Partners Advisors, LLC | 2,369 | $505.4K | 0.30% | +23+1.0% | Added |
| Wellington Shields Capital Management, LLC | 2,371 | $505.8K | 0.09% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,374 | $506.5K | 0.14% | −24−1.0% | Reduced |
| Jupiter Wealth Management LLC | 2,500 | $506.6K | 0.27% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 2,378 | $507.3K | 0.10% | +3+0.1% | Added |
| Intrua Financial, LLC | 2,381 | $508.0K | 0.08% | +106+4.7% | Added |
| Cyndeo Wealth Partners, LLC | 2,382 | $508.1K | 0.04% | −28−1.2% | Reduced |
| First Nebraska Trust Co | 2,383 | $508.4K | 0.05% | +32+1.4% | Added |
| Hoylecohen, LLC | 2,386 | $509.1K | 0.04% | +5+0.2% | Added |
| Bond & Devick Financial Network, Inc. | 2,400 | $512.0K | 0.27% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,412 | $514.6K | 0.02% | +839+53.3% | Added |
| Cornerstone Advisory, LLC | 2,420 | $516.4K | 0.07% | +38+1.6% | Added |
| KPP Advisory Services LLC | 2,422 | $516.7K | 0.14% | −33−1.3% | Reduced |
| Capital Analysts, LLC | 2,424 | $517.0K | 0.02% | −99−3.9% | Reduced |
| Viawealth, LLC | 2,440 | $520.5K | 0.32% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,457 | $524.0K | 0.02% | −1,102−31.0% | Reduced |
| Lindbrook Capital, LLC | 2,460 | $524.8K | 0.05% | +31+1.3% | Added |
| Old Second National Bank of Aurora | 2,463 | $525.5K | 0.13% | −15−0.6% | Reduced |
| Jones Financial Companies LLLP | 2,476 | $528.2K | 0.00% | +1,216+96.5% | Added |
| Summit Financial Wealth Advisors, LLC | 2,479 | $528.9K | 0.11% | −4−0.2% | Reduced |
| Tyche Wealth Partners LLC | 2,480 | $529.1K | 0.13% | −504−16.9% | Reduced |
| Clearview Wealth Advisors LLC | 2,488 | $530.8K | 0.46% | −164−6.2% | Reduced |
| Latitude Advisors, LLC | 2,496 | $532.4K | 0.33% | −38−1.5% | Reduced |
| TRUE Private Wealth Advisors | 2,498 | $533.0K | 0.06% | +1,491+148.1% | Added |
| Signal Advisors Wealth, LLC | 2,500 | $533.4K | 1.17% | −71−2.8% | Reduced |
| Parthenon LLC | 2,500 | $533.4K | 0.07% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 2,515 | $536.5K | 0.24% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,518 | $537.2K | 0.04% | −40−1.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,526 | $538.8K | 0.20% | +1,943+333.3% | Added |
| Stockman Wealth Management, Inc. | 2,540 | $541.9K | 0.09% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 2,541 | $542.1K | 0.26% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 2,542 | $542.3K | 0.09% | 00.0% | Unchanged |
| American Trust | 2,552 | $544.4K | 0.04% | +2,552 | New |
| Allen Investment Management LLC | 2,564 | $547.0K | 0.01% | +2,564 | New |
| Creekmur Asset Management LLC | 2,568 | $547.9K | 0.14% | −86−3.2% | Reduced |
| Skopos Labs, Inc. | 2,576 | $548.5K | 0.24% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,578 | $550.2K | 0.24% | −13−0.5% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 2,582 | $550.8K | 0.20% | +9+0.3% | Added |
| Canandaigua National Bank & Trust Co | 2,586 | $551.7K | 0.06% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,589 | $552.2K | 0.01% | +181+7.5% | Added |
| Edgestream Partners, L.P. | 2,598 | $554.3K | 0.03% | −14,057−84.4% | Reduced |
| Ti-Trust, Inc | 2,603 | $555.3K | 0.43% | −326−11.1% | Reduced |
| Van Cleef Asset Management,Inc | 2,608 | $556.5K | 0.07% | +10.0% | Added |
| Savvy Advisors, Inc. | 2,624 | $559.8K | 0.18% | +1,070+68.9% | Added |
| EverSource Wealth Advisors, LLC | 2,767 | $560.9K | 0.04% | +1,084+64.4% | Added |
| Am Investment Strategies LLC | 2,630 | $561.0K | 0.14% | +78+3.1% | Added |
| Bright Futures Wealth Management, LLC. | 2,702 | $561.4K | 0.30% | −43−1.6% | Reduced |
| Herold Advisors, Inc. | 2,638 | $562.9K | 0.13% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 2,641 | $563.5K | 0.22% | −5−0.2% | Reduced |
| Abbrea Capital, LLC | 2,643 | $564.0K | 0.07% | −30−1.1% | Reduced |
| Per Stirling Capital Management, LLC. | 2,645 | $564.3K | 0.09% | +10.0% | Added |
| Vestmark Advisory Solutions, Inc. | 2,645 | $564.3K | 0.02% | −3−0.1% | Reduced |
| Kuhn & Co Investment Counsel | 2,646 | $564.5K | 0.51% | −45−1.7% | Reduced |
| Apella Capital, LLC | 2,689 | $564.7K | 0.03% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 2,650 | $565.4K | 0.13% | 00.0% | Unchanged |
| Gs Investments, Inc. | 2,675 | $570.7K | 0.27% | 00.0% | Unchanged |
| Arden Trust Co | 2,676 | $570.9K | 0.08% | −192−6.7% | Reduced |
| KLCM Advisors, Inc. | 2,678 | $571.4K | 0.07% | −75−2.7% | Reduced |
| Cahaba Wealth Management, Inc. | 2,681 | $572.1K | 0.05% | −181−6.3% | Reduced |
| Fort Point Capital Partners LLC | 2,684 | $572.6K | 0.07% | +25+0.9% | Added |
| Machina Capital S.A.S. | 2,684 | $572.6K | 0.26% | +2,684 | New |
| Primoris Wealth Advisors, LLC | 2,698 | $575.6K | 0.46% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 2,703 | $576.7K | 0.18% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2,707 | $577.5K | 0.04% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 2,724 | $581.2K | 0.04% | +2,724 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,725 | $581.4K | 0.07% | −25−0.9% | Reduced |
| CoreCap Advisors, LLC | 2,741 | $584.7K | 0.06% | +485+21.5% | Added |
| International Assets Investment Management, LLC | 2,742 | $585.0K | 0.06% | −93−3.3% | Reduced |
| Modera Wealth Management, LLC | 2,743 | $585.2K | 0.01% | −19−0.7% | Reduced |
| Heritage Wealth Advisors | 2,765 | $589.9K | 0.03% | −259−8.6% | Reduced |
| Tradition Wealth Management, LLC | 2,767 | $590.4K | 0.06% | −96−3.4% | Reduced |
| Sawyer & Company, Inc | 2,770 | $591.0K | 0.23% | −25−0.9% | Reduced |
| Meridian Financial, LLC | 2,771 | $591.2K | 0.43% | 00.0% | Unchanged |
| Falcon Wealth Planning | 2,775 | $592.1K | 0.08% | +95+3.5% | Added |
| Mendel Money Management | 2,790 | $595.2K | 0.28% | +120+4.5% | Added |
| Glenview Trust Co | 2,792 | $595.6K | 0.01% | +72+2.6% | Added |
| Trust Point Inc. | 2,796 | $596.5K | 0.05% | −314−10.1% | Reduced |
| Arvest Trust Co N A | 2,811 | $599.7K | 0.04% | +36+1.3% | Added |
| Northwest Investment Counselors, LLC | 2,812 | $599.9K | 0.15% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,812 | $599.9K | 0.05% | +2,812 | New |
| Claro Advisors LLC | 2,818 | $601.1K | 0.09% | +475+20.3% | Added |
| Appleton Partners Inc | 2,842 | $606.0K | 0.05% | −90−3.1% | Reduced |
| Simmons Bank | 2,853 | $608.7K | 0.05% | +17+0.6% | Added |
| Lester Murray Antman dba SimplyRich | 2,861 | $610.0K | 0.19% | +50+1.8% | Added |
| Marble Harbor Investment Counsel, LLC | 2,878 | $614.0K | 0.07% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,895 | $617.6K | 0.12% | +1,756+154.2% | Added |
| Xcel Wealth Management, LLC | 2,900 | $618.7K | 0.19% | −107−3.6% | Reduced |
| Jeppson Wealth Management, LLC | 2,902 | $619.1K | 0.24% | −75−2.5% | Reduced |
| Forza Wealth Management, LLC | 2,902 | $619.1K | 0.32% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,911 | $621.1K | 0.07% | −64−2.2% | Reduced |
| Keel Point, LLC | 3,055 | $623.0K | 0.06% | +784+34.5% | Added |
| TrinityPoint Wealth, LLC | 2,935 | $626.1K | 0.10% | +2+0.1% | Added |
| Tributary Capital Management, LLC | 2,935 | $626.2K | 0.05% | −880−23.1% | Reduced |
| Auxano Advisors, LLC | 2,939 | $627.0K | 0.17% | +2,939 | New |
| NFP Retirement, Inc. | 2,950 | $629.4K | 0.05% | +3+0.1% | Added |
| Joel Isaacson & Co., LLC | 2,970 | $633.6K | 0.03% | +166+5.9% | Added |