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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 5,186 | $1.11M | 0.07% | +288+5.9% | Added |
| Moneta Group Investment Advisors LLC | 5,190 | $1.11M | 0.02% | +102+2.0% | Added |
| Fidelis Capital Partners, LLC | 5,357 | $1.10M | 0.16% | −357−6.2% | Reduced |
| Edge Capital Group, LLC | 5,126 | $1.09M | 0.05% | 00.0% | Unchanged |
| L.M. Kohn & Company | 5,089 | $1.09M | 0.29% | −354−6.5% | Reduced |
| Heritage Wealth Management, Inc. | 5,162 | $1.09M | 0.36% | +5,162 | New |
| Advisory Alpha, LLC | 5,065 | $1.08M | 0.04% | +358+7.6% | Added |
| Zions Bancorporation, N.A. | 5,044 | $1.08M | 0.09% | −2,855−36.1% | Reduced |
| Okabena Investment Services Inc | 5,028 | $1.07M | 0.34% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 5,028 | $1.07M | 0.04% | −20−0.4% | Reduced |
| Diversified Trust Co | 5,015 | $1.07M | 0.03% | +744+17.4% | Added |
| BOK Financial Private Wealth, Inc. | 5,012 | $1.07M | 0.08% | 00.0% | Unchanged |
| Alta Capital Management LLC | 5,000 | $1.07M | 0.07% | 00.0% | Unchanged |
| Barbara Oil Co. | 5,000 | $1.07M | 0.47% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,000 | $1.07M | 0.26% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 5,000 | $1.07M | 0.12% | +5,000 | New |
| Qtron Investments LLC | 4,989 | $1.06M | 0.15% | +944+23.3% | Added |
| Pegasus Partners Ltd. | 4,970 | $1.06M | 0.11% | −2,779−35.9% | Reduced |
| Tempus Wealth Planning, LLC | 4,964 | $1.06M | 0.44% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 4,956 | $1.06M | 0.07% | +2,675+117.3% | Added |
| XML Financial, LLC | 4,935 | $1.05M | 0.11% | +165+3.5% | Added |
| Mainsail Financial Group, LLC | 4,849 | $1.03M | 0.61% | +125+2.6% | Added |
| Quotient Wealth Partners, LLC | 4,835 | $1.03M | 0.04% | +1,920+65.9% | Added |
| BNP Paribas | 4,824 | $1.03M | 0.05% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,806 | $1.03M | 0.07% | +819+20.5% | Added |
| Lavaca Capital LLC | 4,748 | $1.01M | 0.55% | +10+0.2% | Added |
| La Banque Postale Asset Management SA | 4,747 | $1.01M | 0.04% | +4,747 | New |
| Threadgill Financial, LLC | 4,734 | $1.01M | 0.47% | −179−3.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,732 | $1.01M | 0.08% | +3,282+226.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 4,711 | $1.01M | 0.18% | +496+11.8% | Added |
| MRP Capital Investments, LLC | 4,690 | $1.00M | 0.94% | −390−7.7% | Reduced |
| Summit Financial, LLC | 4,682 | $998.9K | 0.05% | +2,133+83.7% | Added |
| Mesirow Financial Investment Management, Inc. | 4,655 | $994.0K | 0.02% | +629+15.6% | Added |
| Park Avenue Securities LLC | 4,629 | $988.0K | 0.01% | +151+3.4% | Added |
| Country Club Bank | 4,631 | $984.9K | 0.07% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,613 | $984.1K | 0.04% | +314+7.3% | Added |
| Payden & Rygel Investment Group | 4,600 | $981.0K | 0.08% | 00.0% | Unchanged |
| Payden & Rygel | 4,600 | $981.0K | 0.08% | 00.0% | Unchanged |
| RFG Advisory, LLC | 4,591 | $979.5K | 0.03% | −200−4.2% | Reduced |
| Financial Network Wealth Management LLC | 4,590 | $979.0K | 0.37% | +4,590 | New |
| HM Payson & Co | 4,579 | $976.9K | 0.02% | −93−2.0% | Reduced |
| Symphony Financial, Ltd. Co. | 4,598 | $976.4K | 0.18% | +11+0.2% | Added |
| NCP Inc. | 4,571 | $975.1K | 0.62% | +100+2.2% | Added |
| GW Henssler & Associates Ltd | 4,570 | $975.0K | 0.06% | +106+2.4% | Added |
| RW Investment Management LLC | 4,552 | $971.1K | 0.13% | −15−0.3% | Reduced |
| J. W. Coons Advisors, LLC | 4,550 | $970.7K | 0.23% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 4,513 | $962.8K | 0.14% | +300+7.1% | Added |
| V-Square Quantitative Management LLC | 4,512 | $962.6K | 0.16% | −5,175−53.4% | Reduced |
| First Trust Investment Solutions L.P. | 4,507 | $961.5K | 0.14% | −546−10.8% | Reduced |
| MWA Asset Management | 4,484 | $956.7K | 0.68% | −65−1.4% | Reduced |
| Advisor OS, LLC | 4,467 | $952.9K | 0.10% | +991+28.5% | Added |
| Twin Capital Management Inc | 4,435 | $946.2K | 0.11% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $944.9K | 0.78% | – | New |
| Avantax Planning Partners, Inc. | 4,417 | $942.4K | 0.03% | −1,217−21.6% | Reduced |
| Capital Investment Counsel, LLC | 4,384 | $935.3K | 0.18% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,384 | $935.3K | 0.02% | +1,204+37.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,358 | $929.7K | 0.10% | +18+0.4% | Added |
| Cito Capital Group, LLC | 4,351 | $928.0K | 0.36% | +1,000+29.8% | Added |
| Bank of Nova Scotia Trust Co | 4,330 | $923.8K | 0.10% | −415−8.7% | Reduced |
| MidWestOne Financial Group, Inc. | 4,329 | $923.3K | 0.17% | −218−4.8% | Reduced |
| Werlinich Asset Management, LLC | 4,335 | $921.9K | 0.57% | 00.0% | Unchanged |
| Smith, Salley & Associates | 4,308 | $919.1K | 0.07% | +90+2.1% | Added |
| Terry L. Blaker | 4,291 | $915.4K | 0.04% | −330−7.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 4,279 | $912.0K | 0.26% | +346+8.8% | Added |
| Mayflower Financial Advisors, LLC | 4,273 | $911.6K | 0.15% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 4,260 | $908.8K | 0.10% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 4,256 | $908.0K | 0.23% | 00.0% | Unchanged |
| IMS Capital Management | 4,345 | $904.1K | 0.42% | +3+0.1% | Added |
| McDonald Partners LLC | 4,214 | $899.2K | 0.24% | 00.0% | Unchanged |
| Dempze Nancy E | 4,212 | $898.6K | 0.62% | −178−4.1% | Reduced |
| Silvercrest Asset Management Group LLC | 4,208 | $897.7K | 0.01% | 00.0% | Unchanged |
| American National Bank | 4,208 | $897.7K | 0.11% | +55+1.3% | Added |
| Logan Capital Management Inc | 4,174 | $890.5K | 0.04% | −77−1.8% | Reduced |
| Bank Ozk | 4,150 | $885.4K | 0.38% | +408+10.9% | Added |
| Integrated Advisors Network LLC | 4,142 | $883.6K | 0.05% | −47−1.1% | Reduced |
| Kennedy Investment Group | 4,141 | $883.5K | 0.45% | +9+0.2% | Added |
| Cigna Investments Inc | 4,123 | $880.0K | 0.16% | −161−3.8% | Reduced |
| Douglas Lane & Associates, LLC | 4,120 | $879.1K | 0.01% | −130−3.1% | Reduced |
| Regatta Capital Group, LLC | 4,116 | $878.1K | 0.19% | 00.0% | Unchanged |
| Adviser Investments LLC | 4,109 | $876.8K | 0.01% | +180+4.6% | Added |
| First National Bank of Hutchinson | 4,105 | $875.8K | 0.56% | +164+4.2% | Added |
| Aberdeen Wealth Management LLC | 4,085 | $871.5K | 0.59% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 4,084 | $871.3K | 0.10% | +9+0.2% | Added |
| Wulff, Hansen & Co. | 4,069 | $868.1K | 0.86% | −165−3.9% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 4,049 | $863.8K | 0.33% | −22−0.5% | Reduced |
| Coastal Investment Advisors, Inc. | 4,044 | $862.7K | 0.17% | +119+3.0% | Added |
| Smith, Moore & Co. | 4,028 | $859.4K | 0.09% | +500+14.2% | Added |
| Busey Wealth Management | 4,027 | $859.1K | 0.03% | −10.0% | Reduced |
| Beaumont Financial Advisors, LLC | 4,025 | $858.7K | 0.07% | +43+1.1% | Added |
| Advisors Capital Management, LLC | 4,015 | $857.0K | 0.01% | +51+1.3% | Added |
| Bluesphere Advisors, LLC | 3,977 | $848.5K | 0.43% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 3,977 | $848.4K | 0.25% | −47−1.2% | Reduced |
| NBC Securities, Inc. | 3,964 | $845.0K | 0.08% | +35+0.9% | Added |
| Financial Advocates Investment Management | 3,945 | $841.6K | 0.05% | +106+2.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 3,944 | $841.4K | 0.03% | −123−3.0% | Reduced |
| TCG Advisory Services, LLC | 3,929 | $838.2K | 0.04% | +121+3.2% | Added |
| Community Bank, N.A. | 3,927 | $837.8K | 0.11% | −35−0.9% | Reduced |
| Syon Capital LLC | 3,921 | $836.5K | 0.08% | +49+1.3% | Added |
| HF Advisory Group, LLC | 3,914 | $835.1K | 0.43% | −155−3.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,902 | $832.5K | 0.03% | −124−3.1% | Reduced |