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; 2,379 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 | 2,379 | $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 |
|---|---|---|---|---|---|
| Unique Wealth, LLC | 6,822 | $1.46M | 0.38% | +9+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 6,819 | $1.45M | 0.10% | +40+0.6% | Added |
| Counterweight Ventures, LLC | 6,817 | $1.45M | 1.10% | −68−1.0% | Reduced |
| Welch Group, LLC | 6,788 | $1.45M | 0.07% | +961+16.5% | Added |
| Stiles Financial Services Inc | 6,761 | $1.44M | 0.55% | −154−2.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,741 | $1.44M | 0.05% | +4+0.1% | Added |
| Checchi Capital Advisers, LLC | 6,725 | $1.43M | 0.11% | +26+0.4% | Added |
| Spears Abacus Advisors LLC | 6,700 | $1.43M | 0.03% | +1,650+32.7% | Added |
| Jaffetilchin Investment Partners, LLC | 6,676 | $1.42M | 0.12% | −232−3.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,671 | $1.42M | 0.13% | +7+0.1% | Added |
| Baker Ellis Asset Management LLC | 6,664 | $1.42M | 0.21% | −39−0.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,657 | $1.42M | 0.15% | −126−1.9% | Reduced |
| Leonteq Securities AG | 6,649 | $1.42M | 0.20% | −880−11.7% | Reduced |
| Western Wealth Management, LLC | 6,628 | $1.41M | 0.10% | +51+0.8% | Added |
| Gryphon Financial Partners LLC | 6,609 | $1.41M | 0.21% | +612+10.2% | Added |
| Clare Market Investments LLC | 6,523 | $1.39M | 0.39% | +66+1.0% | Added |
| Catalyst Capital Advisors LLC | 6,504 | $1.39M | 0.03% | +8+0.1% | Added |
| Graypoint LLC | 6,503 | $1.39M | 0.10% | 00.0% | Unchanged |
| Versor Investments LP | 6,502 | $1.39M | 0.26% | +6,502 | New |
| Correct Capital Wealth Management | 6,499 | $1.39M | 0.32% | +1,085+20.0% | Added |
| Arkadios Wealth Advisors | 6,482 | $1.38M | 0.09% | +234+3.7% | Added |
| Proequities, Inc. | 6,448 | $1.38M | 0.09% | −162−2.5% | Reduced |
| VeraBank, N.A. | 6,429 | $1.37M | 0.43% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 6,425 | $1.37M | 1.07% | −120−1.8% | Reduced |
| Rogco, LP | 6,415 | $1.37M | 0.56% | +47+0.7% | Added |
| McDaniel Terry & Co | 6,409 | $1.37M | 0.12% | −96−1.5% | Reduced |
| Equitable Trust Co | 6,407 | $1.37M | 0.09% | +427+7.1% | Added |
| Brighton Jones LLC | 6,384 | $1.36M | 0.04% | +59+0.9% | Added |
| Birch Hill Investment Advisors LLC | 6,381 | $1.36M | 0.07% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,313 | $1.35M | 0.20% | −128−2.0% | Reduced |
| Commonwealth Retirement Investments LLC | 6,311 | $1.35M | 0.62% | −472−7.0% | Reduced |
| Dynasty Wealth Management, LLC | 6,290 | $1.34M | 0.04% | +199+3.3% | Added |
| Two Sigma Securities, LLC | 6,285 | $1.34M | 0.06% | +6,285 | New |
| Founders Financial Securities LLC | 6,276 | $1.34M | 0.13% | +250+4.1% | Added |
| OneAscent Financial Services LLC | 6,269 | $1.34M | 0.19% | +1,776+39.5% | Added |
| Boyar Asset Management Inc. | 6,261 | $1.34M | 0.92% | −100−1.6% | Reduced |
| IVC Wealth Advisors LLC | 6,244 | $1.33M | 0.74% | +20.0% | Added |
| Summit Trail Advisors, LLC | 6,229 | $1.33M | 0.03% | +630+11.3% | Added |
| Secured Retirement Advisors, LLC | 6,221 | $1.33M | 1.03% | +549+9.7% | Added |
| NorthRock Partners, LLC | 6,213 | $1.33M | 0.05% | +306+5.2% | Added |
| Old National Bancorp | 6,203 | $1.32M | 0.03% | +390+6.7% | Added |
| Veracity Capital LLC | 6,198 | $1.32M | 0.55% | −28−0.4% | Reduced |
| Wealthspire Advisors, LLC | 6,174 | $1.32M | 0.02% | +628+11.3% | Added |
| Atomi Financial Group, Inc. | 6,160 | $1.31M | 0.10% | +1,490+31.9% | Added |
| Wedgewood Investors Inc | 6,150 | $1.31M | 1.56% | +6,150 | New |
| Morningstar Investment Management LLC | 6,138 | $1.31M | 0.14% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 6,128 | $1.31M | 0.63% | −225−3.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,096 | $1.30M | 0.76% | +10.0% | Added |
| Westover Capital Advisors, LLC | 6,044 | $1.29M | 0.33% | −11−0.2% | Reduced |
| Fca Corp | 6,011 | $1.28M | 0.41% | +158+2.7% | Added |
| Venture Visionary Partners LLC | 5,968 | $1.27M | 0.06% | −20−0.3% | Reduced |
| AlphaCore Capital LLC | 5,966 | $1.27M | 0.31% | +2,391+66.9% | Added |
| Whittier Trust Co of Nevada Inc | 5,965 | $1.27M | 0.04% | −20.0% | Reduced |
| SOL Capital Management CO | 5,935 | $1.27M | 0.15% | +485+8.9% | Added |
| Welch & Forbes LLC | 6,008 | $1.26M | 0.02% | +359+6.4% | Added |
| Profund Advisors LLC | 5,898 | $1.26M | 0.05% | −109−1.8% | Reduced |
| Cobblestone Capital Advisors LLC | 5,888 | $1.26M | 0.08% | 00.0% | Unchanged |
| Capital Planning LLC | 5,800 | $1.24M | 0.37% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 5,777 | $1.23M | 0.17% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 5,763 | $1.23M | 0.15% | +392+7.3% | Added |
| Detalus Advisors, LLC | 5,746 | $1.23M | 0.42% | +192+3.5% | Added |
| Mainstay Capital Management LLC | 5,732 | $1.22M | 0.21% | +380+7.1% | Added |
| Mengis Capital Management, Inc. | 5,730 | $1.22M | 0.25% | −1,234−17.7% | Reduced |
| First Pacific Financial | 5,727 | $1.22M | 0.31% | +168+3.0% | Added |
| MTM Investment Management, LLC | 5,723 | $1.22M | 0.50% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,711 | $1.22M | 0.09% | −10.0% | Reduced |
| Titleist Asset Management, LLC | 5,688 | $1.21M | 0.18% | +244+4.5% | Added |
| Addison Capital Co | 5,661 | $1.21M | 0.52% | +784+16.1% | Added |
| Strategic Blueprint, LLC | 5,651 | $1.21M | 0.08% | −139−2.4% | Reduced |
| Red Cedar Investment Management, LLC | 5,642 | $1.20M | 0.16% | +3,176+128.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,624 | $1.20M | 0.07% | +5,624 | New |
| HBK Sorce Advisory LLC | 5,618 | $1.20M | 0.04% | +131+2.4% | Added |
| Financial Advisory Service, Inc. | 5,592 | $1.19M | 0.10% | −130−2.3% | Reduced |
| IFP Advisors, Inc | 5,586 | $1.19M | 0.05% | +1,094+24.4% | Added |
| Daymark Wealth Partners, LLC | 5,556 | $1.19M | 0.05% | +988+21.6% | Added |
| HHM Wealth Advisors, LLC | 5,555 | $1.19M | 0.18% | 00.0% | Unchanged |
| RDA Financial Network | 5,535 | $1.18M | 0.39% | +41+0.7% | Added |
| Quadcap Wealth Management, LLC | 5,533 | $1.18M | 0.21% | −135−2.4% | Reduced |
| Piscataqua Savings Bank | 5,533 | $1.18M | 1.05% | −11−0.2% | Reduced |
| Segment Wealth Management, LLC | 5,528 | $1.18M | 0.09% | +11+0.2% | Added |
| Benjamin Edwards Inc | 5,517 | $1.18M | 0.23% | −245−4.3% | Reduced |
| Choate Investment Advisors | 5,493 | $1.17M | 0.03% | +191+3.6% | Added |
| GeoWealth Management, LLC | 5,488 | $1.17M | 0.05% | +483+9.7% | Added |
| Tandem Capital Management Corp | 5,561 | $1.17M | 0.64% | 00.0% | Unchanged |
| Trexquant Investment LP | 5,432 | $1.16M | 0.02% | −30,245−84.8% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 5,403 | $1.15M | 0.76% | −50−0.9% | Reduced |
| GAMMA Investing LLC | 5,400 | $1.15M | 0.16% | +1,354+33.5% | Added |
| Laffer Tengler Investments | 5,396 | $1.15M | 0.25% | +5,350+11,630.4% | Added |
| Monument Capital Management | 5,396 | $1.15M | 0.34% | −55−1.0% | Reduced |
| Hilltop Holdings Inc. | 5,352 | $1.14M | 0.13% | −51−0.9% | Reduced |
| MQS Management LLC | 5,327 | $1.14M | 0.69% | +5,327 | New |
| High Net Worth Advisory Group LLC | 5,287 | $1.13M | 0.34% | −100−1.9% | Reduced |
| Balyasny Asset Management LLC | 5,286 | $1.13M | 0.00% | −182,301−97.2% | Reduced |
| Nomura Holdings Inc | 5,284 | $1.13M | 0.01% | +2,358+80.6% | Added |
| WR Wealth Planners, LLC | 5,277 | $1.13M | 0.34% | +199+3.9% | Added |
| Essex Financial Services, Inc. | 5,465 | $1.13M | 0.08% | +324+6.3% | Added |
| Franklin Street Advisors Inc | 5,266 | $1.12M | 0.08% | −436−7.6% | Reduced |
| WealthTrust Axiom LLC | 5,258 | $1.12M | 0.37% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 5,218 | $1.11M | 0.02% | −20.0% | Reduced |
| South State Corp. | 5,205 | $1.11M | 0.08% | −122−2.3% | Reduced |