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 |
|---|---|---|---|---|---|
| Mechanics Financial Corp | 3,016 | $643.4K | 0.33% | −25−0.8% | Reduced |
| Moloney Securities Asset Management, LLC | 3,016 | $643.3K | 0.09% | −3−0.1% | Reduced |
| TCM Advisors, LLC | – | $640.0K | 0.56% | – | – |
| Rbo & Co LLC | 3,000 | $640.0K | 0.11% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,985 | $636.9K | 0.44% | −379−11.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,984 | $636.6K | 0.18% | +20+0.7% | Added |
| CMG Global Holdings, LLC | 2,974 | $634.5K | 0.42% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,970 | $633.6K | 0.03% | +166+5.9% | Added |
| NFP Retirement, Inc. | 2,950 | $629.4K | 0.05% | +3+0.1% | Added |
| Auxano Advisors, LLC | 2,939 | $627.0K | 0.17% | +2,939 | New |
| Tributary Capital Management, LLC | 2,935 | $626.2K | 0.05% | −880−23.1% | Reduced |
| TrinityPoint Wealth, LLC | 2,935 | $626.1K | 0.10% | +2+0.1% | Added |
| Keel Point, LLC | 3,055 | $623.0K | 0.06% | +784+34.5% | Added |
| Ausdal Financial Partners, Inc. | 2,911 | $621.1K | 0.07% | −64−2.2% | 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 |
| Xcel Wealth Management, LLC | 2,900 | $618.7K | 0.19% | −107−3.6% | Reduced |
| Fox Run Management, L.L.C. | 2,895 | $617.6K | 0.12% | +1,756+154.2% | Added |
| Marble Harbor Investment Counsel, LLC | 2,878 | $614.0K | 0.07% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 2,861 | $610.0K | 0.19% | +50+1.8% | Added |
| Simmons Bank | 2,853 | $608.7K | 0.05% | +17+0.6% | Added |
| Appleton Partners Inc | 2,842 | $606.0K | 0.05% | −90−3.1% | Reduced |
| Claro Advisors LLC | 2,818 | $601.1K | 0.09% | +475+20.3% | 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 |
| Arvest Trust Co N A | 2,811 | $599.7K | 0.04% | +36+1.3% | Added |
| Trust Point Inc. | 2,796 | $596.5K | 0.05% | −314−10.1% | Reduced |
| Glenview Trust Co | 2,792 | $595.6K | 0.01% | +72+2.6% | Added |
| Mendel Money Management | 2,790 | $595.2K | 0.28% | +120+4.5% | Added |
| Falcon Wealth Planning | 2,775 | $592.1K | 0.08% | +95+3.5% | Added |
| Meridian Financial, LLC | 2,771 | $591.2K | 0.43% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 2,770 | $591.0K | 0.23% | −25−0.9% | Reduced |
| Tradition Wealth Management, LLC | 2,767 | $590.4K | 0.06% | −96−3.4% | Reduced |
| Heritage Wealth Advisors | 2,765 | $589.9K | 0.03% | −259−8.6% | Reduced |
| Modera Wealth Management, LLC | 2,743 | $585.2K | 0.01% | −19−0.7% | Reduced |
| International Assets Investment Management, LLC | 2,742 | $585.0K | 0.06% | −93−3.3% | Reduced |
| CoreCap Advisors, LLC | 2,741 | $584.7K | 0.06% | +485+21.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,725 | $581.4K | 0.07% | −25−0.9% | Reduced |
| Pensionmark Financial Group, LLC | 2,724 | $581.2K | 0.04% | +2,724 | New |
| Atwood & Palmer Inc | 2,707 | $577.5K | 0.04% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 2,703 | $576.7K | 0.18% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,698 | $575.6K | 0.46% | 00.0% | Unchanged |
| 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 |
| Cahaba Wealth Management, Inc. | 2,681 | $572.1K | 0.05% | −181−6.3% | Reduced |
| KLCM Advisors, Inc. | 2,678 | $571.4K | 0.07% | −75−2.7% | Reduced |
| Arden Trust Co | 2,676 | $570.9K | 0.08% | −192−6.7% | Reduced |
| Gs Investments, Inc. | 2,675 | $570.7K | 0.27% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 2,650 | $565.4K | 0.13% | 00.0% | Unchanged |
| Apella Capital, LLC | 2,689 | $564.7K | 0.03% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 2,646 | $564.5K | 0.51% | −45−1.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,645 | $564.3K | 0.02% | −3−0.1% | Reduced |
| Per Stirling Capital Management, LLC. | 2,645 | $564.3K | 0.09% | +10.0% | Added |
| Abbrea Capital, LLC | 2,643 | $564.0K | 0.07% | −30−1.1% | Reduced |
| Buska Wealth Management, LLC | 2,641 | $563.5K | 0.22% | −5−0.2% | Reduced |
| Herold Advisors, Inc. | 2,638 | $562.9K | 0.13% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 2,702 | $561.4K | 0.30% | −43−1.6% | Reduced |
| Am Investment Strategies LLC | 2,630 | $561.0K | 0.14% | +78+3.1% | Added |
| EverSource Wealth Advisors, LLC | 2,767 | $560.9K | 0.04% | +1,084+64.4% | Added |
| Savvy Advisors, Inc. | 2,624 | $559.8K | 0.18% | +1,070+68.9% | Added |
| Van Cleef Asset Management,Inc | 2,608 | $556.5K | 0.07% | +10.0% | Added |
| Ti-Trust, Inc | 2,603 | $555.3K | 0.43% | −326−11.1% | Reduced |
| Edgestream Partners, L.P. | 2,598 | $554.3K | 0.03% | −14,057−84.4% | Reduced |
| Forum Financial Management, LP | 2,589 | $552.2K | 0.01% | +181+7.5% | Added |
| Canandaigua National Bank & Trust Co | 2,586 | $551.7K | 0.06% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 2,582 | $550.8K | 0.20% | +9+0.3% | Added |
| Zullo Investment Group, Inc. | 2,578 | $550.2K | 0.24% | −13−0.5% | Reduced |
| Skopos Labs, Inc. | 2,576 | $548.5K | 0.24% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2,568 | $547.9K | 0.14% | −86−3.2% | Reduced |
| Allen Investment Management LLC | 2,564 | $547.0K | 0.01% | +2,564 | New |
| American Trust | 2,552 | $544.4K | 0.04% | +2,552 | New |
| Sanders Morris Harris LLC | 2,542 | $542.3K | 0.09% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 2,541 | $542.1K | 0.26% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,540 | $541.9K | 0.09% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,526 | $538.8K | 0.20% | +1,943+333.3% | Added |
| Fukoku Mutual Life Insurance Co | 2,518 | $537.2K | 0.04% | −40−1.6% | Reduced |
| Foguth Wealth Management, LLC. | 2,515 | $536.5K | 0.24% | 00.0% | Unchanged |
| 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 |
| TRUE Private Wealth Advisors | 2,498 | $533.0K | 0.06% | +1,491+148.1% | Added |
| Latitude Advisors, LLC | 2,496 | $532.4K | 0.33% | −38−1.5% | Reduced |
| Clearview Wealth Advisors LLC | 2,488 | $530.8K | 0.46% | −164−6.2% | Reduced |
| Tyche Wealth Partners LLC | 2,480 | $529.1K | 0.13% | −504−16.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,479 | $528.9K | 0.11% | −4−0.2% | Reduced |
| Jones Financial Companies LLLP | 2,476 | $528.2K | 0.00% | +1,216+96.5% | Added |
| Old Second National Bank of Aurora | 2,463 | $525.5K | 0.13% | −15−0.6% | Reduced |
| Lindbrook Capital, LLC | 2,460 | $524.8K | 0.05% | +31+1.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,457 | $524.0K | 0.02% | −1,102−31.0% | Reduced |
| Viawealth, LLC | 2,440 | $520.5K | 0.32% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,424 | $517.0K | 0.02% | −99−3.9% | Reduced |
| KPP Advisory Services LLC | 2,422 | $516.7K | 0.14% | −33−1.3% | Reduced |
| Cornerstone Advisory, LLC | 2,420 | $516.4K | 0.07% | +38+1.6% | Added |
| Journey Strategic Wealth LLC | 2,412 | $514.6K | 0.02% | +839+53.3% | Added |
| Bond & Devick Financial Network, Inc. | 2,400 | $512.0K | 0.27% | 00.0% | Unchanged |
| Hoylecohen, LLC | 2,386 | $509.1K | 0.04% | +5+0.2% | Added |
| First Nebraska Trust Co | 2,383 | $508.4K | 0.05% | +32+1.4% | Added |
| Cyndeo Wealth Partners, LLC | 2,382 | $508.1K | 0.04% | −28−1.2% | Reduced |
| Intrua Financial, LLC | 2,381 | $508.0K | 0.08% | +106+4.7% | Added |
| Catalytic Wealth RIA, LLC | 2,378 | $507.3K | 0.10% | +3+0.1% | Added |
| Jupiter Wealth Management LLC | 2,500 | $506.6K | 0.27% | 00.0% | Unchanged |