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 |
|---|---|---|---|---|---|
| Tradewinds, LLC. | 3,875 | $826.7K | 0.25% | −117−2.9% | Reduced |
| Notis-McConarty Edward | 3,875 | $826.7K | 0.32% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 3,862 | $823.9K | 0.12% | +1,931+100.0% | Added |
| Ipswich Investment Management Co., Inc. | 3,850 | $821.4K | 0.19% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 3,833 | $818.0K | 0.07% | +3,833 | New |
| Montecito Bank & Trust | 3,831 | $817.3K | 0.17% | −272−6.6% | Reduced |
| Seamount Financial Group Inc | 3,820 | $815.0K | 0.66% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 3,787 | $807.9K | 0.02% | −32−0.8% | Reduced |
| Kinneret Advisory, LLC | 3,750 | $800.0K | 0.08% | +3,750 | New |
| NCM Capital Management, LLC | 3,737 | $797.3K | 0.42% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,724 | $794.4K | 0.04% | +199+5.6% | Added |
| Johnson Financial Group, Inc. | 3,720 | $793.6K | 0.04% | +1,073+40.5% | Added |
| KWB Wealth | 3,709 | $790.6K | 0.11% | −66−1.7% | Reduced |
| Winton Group Ltd | 3,695 | $788.3K | 0.05% | −17,922−82.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,681 | $785.3K | 0.13% | −37−1.0% | Reduced |
| Nwam LLC | 3,680 | $785.2K | 0.23% | +267+7.8% | Added |
| Avidian Wealth Solutions, LLC | 3,673 | $783.7K | 0.04% | +126+3.6% | Added |
| MCF Advisors LLC | 3,650 | $778.6K | 0.06% | +80+2.2% | Added |
| Linscomb & Williams, Inc. | 3,645 | $777.6K | 0.04% | −38−1.0% | Reduced |
| Hyman Charles D | 3,641 | $777.0K | 0.04% | 00.0% | Unchanged |
| Maxi Investments CY Ltd | 3,636 | $776.0K | 0.17% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 3,633 | $775.0K | 0.77% | −5,550−60.4% | Reduced |
| Richwood Investment Advisors, LLC | 3,613 | $770.7K | 0.68% | −24−0.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,608 | $769.8K | 0.31% | −7,228−66.7% | Reduced |
| Chicago Trust Co NA | 3,589 | $765.7K | 0.16% | +546+17.9% | Added |
| Cassia Capital Partners, LLC | 3,588 | $765.5K | 0.50% | +131+3.8% | Added |
| Smartleaf Asset Management LLC | 3,599 | $765.4K | 0.13% | +680+23.3% | Added |
| Oakworth Capital, Inc. | 3,561 | $759.7K | 0.06% | −10.0% | Reduced |
| King Wealth | 3,559 | $759.0K | 0.13% | +27+0.8% | Added |
| Guardian Wealth Advisors, LLC | 3,556 | $758.6K | 0.09% | −10−0.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,548 | $756.9K | 0.37% | −80−2.2% | Reduced |
| STAR Financial Bank | 3,547 | $756.7K | 0.58% | −884−20.0% | Reduced |
| FORA Capital, LLC | 3,542 | $755.6K | 0.09% | +3,542 | New |
| Ronald Blue Trust, Inc. | 3,536 | $753.8K | 0.01% | +572+19.3% | Added |
| Gladstone Institutional Advisory LLC | 3,524 | $751.8K | 0.04% | +14+0.4% | Added |
| nVerses Capital, LLC | 3,500 | $746.7K | 0.45% | +3,500 | New |
| Principal Securities, Inc. | 3,492 | $745.0K | 0.02% | −210−5.7% | Reduced |
| Farther Finance Advisors, LLC | 3,554 | $744.0K | 0.04% | +782+28.2% | Added |
| Bill Few Associates, Inc. | 3,476 | $741.6K | 0.28% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,462 | $738.6K | 0.06% | 00.0% | Unchanged |
| Berkshire Bank | 3,456 | $737.3K | 0.19% | −218−5.9% | Reduced |
| First Foundation Advisors | 3,449 | $735.8K | 0.03% | −55−1.6% | Reduced |
| NBT Bank N A | 3,427 | $731.1K | 0.05% | −455−11.7% | Reduced |
| Northeast Financial Group, Inc. | 3,425 | $731.0K | 0.31% | −166−4.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 3,418 | $729.4K | 0.02% | +3,418 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,411 | $727.7K | 0.30% | −7,859−69.7% | Reduced |
| Americana Partners, LLC | 3,376 | $720.2K | 0.06% | −474−12.3% | Reduced |
| Shepherd Financial Partners LLC | 3,370 | $719.1K | 0.09% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,366 | $718.1K | 0.03% | +235+7.5% | Added |
| Pine Valley Investments Ltd Liability Co | 3,353 | $715.4K | 0.05% | 00.0% | Unchanged |
| Kades & Cheifetz LLC | 3,351 | $715.0K | 0.45% | +11+0.3% | Added |
| Inspirion Wealth Advisors, LLC | 3,345 | $713.6K | 0.11% | −1,056−24.0% | Reduced |
| Alliance Wealth Advisors, LLC | 3,325 | $709.4K | 0.45% | 00.0% | Unchanged |
| 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 |
| Mosaic Family Wealth Partners, LLC | 3,294 | $702.7K | 0.11% | +6+0.2% | Added |
| Madison Asset Management, LLC | 3,275 | $698.7K | 0.01% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 3,272 | $698.0K | 0.30% | −255−7.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,262 | $696.0K | 0.02% | +2+0.1% | Added |
| Principal Street Partners, LLC | 3,254 | $694.2K | 0.12% | −423−11.5% | Reduced |
| Spinnaker Trust | 3,254 | $694.2K | 0.04% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,253 | $694.0K | 0.07% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 3,249 | $693.1K | 0.04% | −199−5.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 3,245 | $692.3K | 0.22% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 3,243 | $691.9K | 0.06% | +100+3.2% | Added |
| First Hawaiian Bank | 3,242 | $691.6K | 0.02% | −3,299−50.4% | Reduced |
| Thomasville National Bank | 3,240 | $691.2K | 0.06% | −10−0.3% | Reduced |
| SL Advisors, LLC | 3,222 | $687.4K | 1.36% | −142−4.2% | Reduced |
| Orleans Capital Management Corp | 3,217 | $686.3K | 0.44% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,207 | $684.2K | 0.16% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 3,204 | $683.4K | 0.07% | −215−6.3% | Reduced |
| Magnus Financial Group LLC | 3,186 | $679.7K | 0.08% | +352+12.4% | Added |
| Eldridge Investment Advisors, Inc. | 3,177 | $678.0K | 0.17% | +7+0.2% | 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 |
| Legacy Capital Group California, Inc. | 3,177 | $677.8K | 0.24% | +32+1.0% | Added |
| Insigneo Advisory Services, LLC | 3,361 | $677.4K | 0.08% | +391+13.2% | Added |
| Symmetry Partners, LLC | 3,170 | $676.0K | 0.03% | −809−20.3% | Reduced |
| CBOE Vest Financial, LLC | 3,157 | $673.5K | 0.02% | +759+31.7% | Added |
| Howe & Rusling Inc | 3,144 | $670.8K | 0.06% | +885+39.2% | Added |
| Cornerstone Wealth Management, LLC | 3,139 | $669.8K | 0.05% | −12−0.4% | Reduced |
| Pitcairn Co | 3,137 | $669.2K | 0.04% | +341+12.2% | Added |
| Verdence Capital Advisors LLC | 3,132 | $668.2K | 0.06% | +14+0.4% | Added |
| Peoples Financial Services Corp. | 3,121 | $665.8K | 0.30% | −181−5.5% | Reduced |
| Waverton Investment Management Ltd | 3,100 | $661.5K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 3,098 | $660.9K | 0.07% | −2,508−44.7% | Reduced |
| Boston Research & Management Inc | 3,090 | $659.0K | 0.17% | 00.0% | Unchanged |
| 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 |
| Schechter Investment Advisors, LLC | 3,069 | $654.7K | 0.05% | +67+2.2% | Added |
| Central Valley Advisors, LLC | 5,754 | $654.1K | 0.36% | −22−0.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,065 | $654.0K | 0.00% | +1,048+52.0% | Added |
| Morton Capital Management LLC | 3,064 | $653.7K | 0.16% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 3,061 | $653.1K | 0.23% | +10.0% | Added |
| Meyer Handelman Co | 3,050 | $650.7K | 0.02% | 00.0% | Unchanged |
| Diametric Capital, LP | 3,050 | $650.7K | 0.35% | +3,050 | New |
| Retirement Guys Formula LLC | 3,048 | $650.2K | 0.31% | −3−0.1% | Reduced |
| Angeles Wealth Management, LLC | 3,047 | $650.0K | 0.06% | +104+3.5% | Added |
| Community Bank & Trust, Waco, Texas | 3,032 | $647.0K | 0.16% | +5+0.2% | Added |
| McElhenny Sheffield Capital Management, LLC | 3,024 | $645.1K | 0.22% | −192−6.0% | Reduced |