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 |
|---|---|---|---|---|---|
| CMG Global Holdings, LLC | 2,974 | $634.5K | 0.42% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,984 | $636.6K | 0.18% | +20+0.7% | Added |
| Successful Portfolios LLC | 2,985 | $636.9K | 0.44% | −379−11.3% | Reduced |
| TCM Advisors, LLC | – | $640.0K | 0.56% | – | – |
| Rbo & Co LLC | 3,000 | $640.0K | 0.11% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,016 | $643.3K | 0.09% | −3−0.1% | Reduced |
| Mechanics Financial Corp | 3,016 | $643.4K | 0.33% | −25−0.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 3,024 | $645.1K | 0.22% | −192−6.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,032 | $647.0K | 0.16% | +5+0.2% | Added |
| Angeles Wealth Management, LLC | 3,047 | $650.0K | 0.06% | +104+3.5% | Added |
| Retirement Guys Formula LLC | 3,048 | $650.2K | 0.31% | −3−0.1% | Reduced |
| Meyer Handelman Co | 3,050 | $650.7K | 0.02% | 00.0% | Unchanged |
| Diametric Capital, LP | 3,050 | $650.7K | 0.35% | +3,050 | New |
| Shoker Investment Counsel, Inc. | 3,061 | $653.1K | 0.23% | +10.0% | Added |
| Morton Capital Management LLC | 3,064 | $653.7K | 0.16% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 3,065 | $654.0K | 0.00% | +1,048+52.0% | Added |
| Central Valley Advisors, LLC | 5,754 | $654.1K | 0.36% | −22−0.4% | Reduced |
| Schechter Investment Advisors, LLC | 3,069 | $654.7K | 0.05% | +67+2.2% | Added |
| 9258 Wealth Management, LLC | 3,072 | $655.4K | 0.10% | −10−0.3% | Reduced |
| Peterson Wealth Management | 3,072 | $655.4K | 0.40% | +3,072 | New |
| Boston Research & Management Inc | 3,090 | $659.0K | 0.17% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 3,098 | $660.9K | 0.07% | −2,508−44.7% | Reduced |
| Waverton Investment Management Ltd | 3,100 | $661.5K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,121 | $665.8K | 0.30% | −181−5.5% | Reduced |
| Verdence Capital Advisors LLC | 3,132 | $668.2K | 0.06% | +14+0.4% | Added |
| Pitcairn Co | 3,137 | $669.2K | 0.04% | +341+12.2% | Added |
| Cornerstone Wealth Management, LLC | 3,139 | $669.8K | 0.05% | −12−0.4% | Reduced |
| Howe & Rusling Inc | 3,144 | $670.8K | 0.06% | +885+39.2% | Added |
| CBOE Vest Financial, LLC | 3,157 | $673.5K | 0.02% | +759+31.7% | Added |
| Symmetry Partners, LLC | 3,170 | $676.0K | 0.03% | −809−20.3% | Reduced |
| Insigneo Advisory Services, LLC | 3,361 | $677.4K | 0.08% | +391+13.2% | Added |
| Legacy Capital Group California, Inc. | 3,177 | $677.8K | 0.24% | +32+1.0% | Added |
| HTLF Bank | 3,178 | $678.0K | 0.08% | −95−2.9% | Reduced |
| Avestar Capital, LLC | 3,178 | $678.0K | 0.07% | +1,622+104.2% | Added |
| Eldridge Investment Advisors, Inc. | 3,177 | $678.0K | 0.17% | +7+0.2% | Added |
| Magnus Financial Group LLC | 3,186 | $679.7K | 0.08% | +352+12.4% | Added |
| Verus Capital Partners, LLC | 3,204 | $683.4K | 0.07% | −215−6.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,207 | $684.2K | 0.16% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 3,217 | $686.3K | 0.44% | 00.0% | Unchanged |
| SL Advisors, LLC | 3,222 | $687.4K | 1.36% | −142−4.2% | Reduced |
| Thomasville National Bank | 3,240 | $691.2K | 0.06% | −10−0.3% | Reduced |
| First Hawaiian Bank | 3,242 | $691.6K | 0.02% | −3,299−50.4% | Reduced |
| Good Life Advisors, LLC | 3,243 | $691.9K | 0.06% | +100+3.2% | Added |
| Walter & Keenan Financial Consulting Co | 3,245 | $692.3K | 0.22% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 3,249 | $693.1K | 0.04% | −199−5.8% | Reduced |
| Cozad Asset Management Inc | 3,253 | $694.0K | 0.07% | 00.0% | Unchanged |
| Spinnaker Trust | 3,254 | $694.2K | 0.04% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 3,254 | $694.2K | 0.12% | −423−11.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,262 | $696.0K | 0.02% | +2+0.1% | Added |
| Stony Point Wealth Management Inc. | 3,272 | $698.0K | 0.30% | −255−7.2% | Reduced |
| Madison Asset Management, LLC | 3,275 | $698.7K | 0.01% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 3,294 | $702.7K | 0.11% | +6+0.2% | Added |
| Dopkins Wealth Management, LLC | 3,315 | $707.2K | 0.43% | +98+3.0% | Added |
| Milestone Asset Management, LLC | 3,315 | $707.2K | 0.18% | +1,429+75.8% | Added |
| Alliance Wealth Advisors, LLC | 3,325 | $709.4K | 0.45% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,345 | $713.6K | 0.11% | −1,056−24.0% | Reduced |
| Kades & Cheifetz LLC | 3,351 | $715.0K | 0.45% | +11+0.3% | Added |
| Pine Valley Investments Ltd Liability Co | 3,353 | $715.4K | 0.05% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,366 | $718.1K | 0.03% | +235+7.5% | Added |
| Shepherd Financial Partners LLC | 3,370 | $719.1K | 0.09% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,376 | $720.2K | 0.06% | −474−12.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,411 | $727.7K | 0.30% | −7,859−69.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 3,418 | $729.4K | 0.02% | +3,418 | New |
| Northeast Financial Group, Inc. | 3,425 | $731.0K | 0.31% | −166−4.6% | Reduced |
| NBT Bank N A | 3,427 | $731.1K | 0.05% | −455−11.7% | Reduced |
| First Foundation Advisors | 3,449 | $735.8K | 0.03% | −55−1.6% | Reduced |
| Berkshire Bank | 3,456 | $737.3K | 0.19% | −218−5.9% | Reduced |
| Westpac Banking Corp | 3,462 | $738.6K | 0.06% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 3,476 | $741.6K | 0.28% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,554 | $744.0K | 0.04% | +782+28.2% | Added |
| Principal Securities, Inc. | 3,492 | $745.0K | 0.02% | −210−5.7% | Reduced |
| nVerses Capital, LLC | 3,500 | $746.7K | 0.45% | +3,500 | New |
| Gladstone Institutional Advisory LLC | 3,524 | $751.8K | 0.04% | +14+0.4% | Added |
| Ronald Blue Trust, Inc. | 3,536 | $753.8K | 0.01% | +572+19.3% | Added |
| FORA Capital, LLC | 3,542 | $755.6K | 0.09% | +3,542 | New |
| STAR Financial Bank | 3,547 | $756.7K | 0.58% | −884−20.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,548 | $756.9K | 0.37% | −80−2.2% | Reduced |
| Guardian Wealth Advisors, LLC | 3,556 | $758.6K | 0.09% | −10−0.3% | Reduced |
| King Wealth | 3,559 | $759.0K | 0.13% | +27+0.8% | Added |
| Oakworth Capital, Inc. | 3,561 | $759.7K | 0.06% | −10.0% | Reduced |
| Smartleaf Asset Management LLC | 3,599 | $765.4K | 0.13% | +680+23.3% | Added |
| Cassia Capital Partners, LLC | 3,588 | $765.5K | 0.50% | +131+3.8% | Added |
| Chicago Trust Co NA | 3,589 | $765.7K | 0.16% | +546+17.9% | Added |
| Baker Tilly Wealth Management, LLC | 3,608 | $769.8K | 0.31% | −7,228−66.7% | Reduced |
| Richwood Investment Advisors, LLC | 3,613 | $770.7K | 0.68% | −24−0.7% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 3,633 | $775.0K | 0.77% | −5,550−60.4% | Reduced |
| Maxi Investments CY Ltd | 3,636 | $776.0K | 0.17% | 00.0% | Unchanged |
| Hyman Charles D | 3,641 | $777.0K | 0.04% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 3,645 | $777.6K | 0.04% | −38−1.0% | Reduced |
| MCF Advisors LLC | 3,650 | $778.6K | 0.06% | +80+2.2% | Added |
| Avidian Wealth Solutions, LLC | 3,673 | $783.7K | 0.04% | +126+3.6% | Added |
| Nwam LLC | 3,680 | $785.2K | 0.23% | +267+7.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,681 | $785.3K | 0.13% | −37−1.0% | Reduced |
| Winton Group Ltd | 3,695 | $788.3K | 0.05% | −17,922−82.9% | Reduced |
| KWB Wealth | 3,709 | $790.6K | 0.11% | −66−1.7% | Reduced |
| Johnson Financial Group, Inc. | 3,720 | $793.6K | 0.04% | +1,073+40.5% | Added |
| Lake Street Advisors Group, LLC | 3,724 | $794.4K | 0.04% | +199+5.6% | Added |
| NCM Capital Management, LLC | 3,737 | $797.3K | 0.42% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 3,750 | $800.0K | 0.08% | +3,750 | New |
| Mill Creek Capital Advisors, LLC | 3,787 | $807.9K | 0.02% | −32−0.8% | Reduced |