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 |
|---|---|---|---|---|---|
| Cohen & Steers, Inc. | 1,906 | $407.0K | 0.00% | +38+2.0% | Added |
| Philadelphia Trust Co | 1,905 | $406.0K | 0.03% | +45+2.4% | Added |
| Argus Investors' Counsel, Inc. | 1,898 | $405.0K | 0.25% | +1,898 | New |
| Trust Co of the South | 1,891 | $403.4K | 0.10% | 00.0% | Unchanged |
| Aviso Wealth Management | 1,887 | $402.5K | 0.24% | −12−0.6% | Reduced |
| Assetmark, Inc | 1,886 | $402.3K | 0.00% | +224+13.5% | Added |
| Red Wave Investments LLC | 1,885 | $402.2K | 0.15% | −10−0.5% | Reduced |
| Southland Equity Partners LLC | 1,885 | $402.1K | 0.11% | −13−0.7% | Reduced |
| Crawford Investment Counsel Inc | 1,885 | $402.1K | 0.01% | +1,885 | New |
| Tennessee Valley Asset Management Partners | 1,884 | $401.9K | 0.08% | +7+0.4% | Added |
| Univest Financial Corp | 1,884 | $401.9K | 0.11% | −185−8.9% | Reduced |
| Alera Investment Advisors, LLC | 1,872 | $399.4K | 0.05% | −128−6.4% | Reduced |
| First Western Trust Bank | 1,871 | $399.2K | 0.02% | −45−2.3% | Reduced |
| Old North State Trust, LLC | 1,870 | $399.0K | 0.34% | −7−0.4% | Reduced |
| Callahan Advisors, LLC | 1,869 | $398.8K | 0.04% | +1+0.1% | Added |
| Revolve Wealth Partners, LLC | 1,857 | $396.2K | 0.07% | −3−0.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,850 | $394.8K | 0.22% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 1,849 | $394.4K | 0.07% | +2+0.1% | Added |
| Rockland Trust Co | 1,848 | $394.3K | 0.02% | +100+5.7% | Added |
| Cynosure Management, LLC | 1,848 | $394.3K | 0.06% | +312+20.3% | Added |
| OneAscent Wealth Management LLC | 1,849 | $394.0K | 0.20% | +1,849 | New |
| Capital Advisors Wealth Management, LLC | 1,846 | $393.9K | 0.08% | +329+21.7% | Added |
| Saturna Capital CORP | 1,838 | $392.1K | 0.01% | −324−15.0% | Reduced |
| Gsa Capital Partners LLP | 1,836 | $392.0K | 0.03% | +180+10.9% | Added |
| Creative Financial Designs Inc | 1,828 | $390.0K | 0.03% | +289+18.8% | Added |
| Mather Group, LLC. | 1,825 | $388.9K | 0.00% | +876+92.3% | Added |
| Lakeshore Financial Planning, Inc. | 1,817 | $387.8K | 0.19% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,817 | $387.6K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,812 | $386.6K | 0.03% | +584+47.6% | Added |
| AlTi Global, Inc. | 1,802 | $384.4K | 0.01% | +473+35.6% | Added |
| Sculati Wealth Management, LLC | 1,791 | $382.1K | 0.16% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,779 | $379.5K | 0.14% | +692+63.7% | Added |
| Sentry Investment Management LLC | 1,778 | $379.0K | 0.17% | −154−8.0% | Reduced |
| Advisory Resource Group | 1,774 | $378.5K | 0.09% | +1+0.1% | Added |
| Silver Oak Securities, Inc | 1,773 | $378.3K | 0.06% | −84−4.5% | Reduced |
| Breed's Hill Capital LLC | 1,773 | $378.2K | 0.33% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 1,772 | $378.0K | 0.28% | +1,772 | New |
| Aspiriant, LLC | 1,763 | $376.1K | 0.02% | −463−20.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,761 | $375.8K | 0.03% | −653−27.1% | Reduced |
| KRS Capital Management, LLC | 1,761 | $375.6K | 0.28% | +41+2.4% | Added |
| WESPAC Advisors, LLC | 1,760 | $375.5K | 0.29% | −19−1.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,750 | $373.3K | 0.12% | +1,750 | New |
| LRI Investments, LLC | 1,742 | $371.6K | 0.04% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,730 | $369.1K | 0.05% | −20−1.1% | Reduced |
| Forest Hill Capital, LLC | 1,730 | $369.1K | 0.30% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,727 | $368.5K | 0.15% | +4+0.2% | Added |
| Prairie Wealth Advisors, Inc. | 1,724 | $367.8K | 0.19% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 1,723 | $367.6K | 0.02% | −23−1.3% | Reduced |
| Gunn & Co Investment Management, Inc. | 1,723 | $367.6K | 0.02% | +1,723 | New |
| Legacy Financial Advisors, Inc. | 1,709 | $364.6K | 0.06% | +27+1.6% | Added |
| Tucker Asset Management LLC | 1,705 | $363.7K | 0.08% | −576−25.3% | Reduced |
| Golden State Equity Partners | 1,702 | $363.1K | 0.08% | +1,702 | New |
| Marcum Wealth, LLC | 1,701 | $363.0K | 0.04% | +4+0.2% | Added |
| Wimmer Associates 1, LLC | 1,700 | $362.7K | 0.19% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,697 | $362.0K | 0.02% | +223+15.1% | Added |
| Archford Capital Strategies, LLC | 1,697 | $362.0K | 0.06% | +2+0.1% | Added |
| Leelyn Smith, LLC | 1,692 | $360.9K | 0.07% | +1+0.1% | Added |
| Csenge Advisory Group | 1,682 | $358.8K | 0.02% | −491−22.6% | Reduced |
| Cape Ann Savings Bank | 1,680 | $358.4K | 0.22% | −205−10.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,678 | $357.9K | 0.12% | +68+4.2% | Added |
| First Command Advisory Services, Inc. | 1,671 | $356.5K | 0.00% | −5,984−78.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,670 | $356.4K | 0.06% | +107+6.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,670 | $356.3K | 0.04% | −131−7.3% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,724 | $355.0K | 0.23% | −527−23.4% | Reduced |
| Laurion Capital Management LP | 1,662 | $354.6K | 0.01% | +1,662 | New |
| Gleason Group, Inc. | 1,660 | $354.2K | 0.07% | +6+0.4% | Added |
| Vaughan David Investments LLC | 1,660 | $354.0K | 0.01% | −562−25.3% | Reduced |
| First Business Financial Services, Inc. | 1,657 | $353.5K | 0.04% | 00.0% | Unchanged |
| Norden Group LLC | 1,656 | $353.5K | 0.07% | −303−15.5% | Reduced |
| Estabrook Capital Management | 1,656 | $353.3K | 0.05% | −64−3.7% | Reduced |
| Cidel Asset Management Inc | 1,655 | $353.1K | 0.03% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 1,651 | $352.0K | 0.05% | +2+0.1% | Added |
| Amplius Wealth Advisors, LLC | 1,649 | $351.8K | 0.04% | −9−0.5% | Reduced |
| Everett Harris & Co | 1,647 | $351.4K | 0.00% | +170+11.5% | Added |
| PDS Planning, Inc | 1,642 | $350.3K | 0.04% | −240−12.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,635 | $348.8K | 0.03% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,634 | $348.6K | 0.20% | +15+0.9% | Added |
| Pinnacle Bancorp, Inc. | 1,632 | $348.2K | 0.10% | 00.0% | Unchanged |
| First United Bank Trust | 1,630 | $347.7K | 0.13% | −70−4.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,629 | $347.5K | 0.04% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,627 | $347.1K | 0.13% | +3+0.2% | Added |
| Allen Wealth Management, LLC | 1,626 | $346.9K | 0.31% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,624 | $346.5K | 0.08% | −388−19.3% | Reduced |
| O'Rourke & Company, Inc | 1,622 | $346.0K | 0.19% | +1+0.1% | Added |
| Prestige Wealth Management Group LLC | 1,618 | $345.2K | 0.07% | +1,327+456.0% | Added |
| Dividend Assets Capital, LLC | 1,613 | $344.1K | 0.07% | −37−2.2% | Reduced |
| Auxier Asset Management | 1,607 | $342.8K | 0.05% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,602 | $341.9K | 0.10% | +3+0.2% | Added |
| Annex Advisory Services, LLC | 1,596 | $340.6K | 0.01% | −447−21.9% | Reduced |
| Northwest Wealth Management, LLC | 1,580 | $337.1K | 0.09% | +5+0.3% | Added |
| Sawgrass Asset Management LLC | 1,578 | $336.7K | 0.04% | −262−14.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 1,577 | $336.4K | 0.04% | +47+3.1% | Added |
| Woodward Diversified Capital, LLC | 1,576 | $336.2K | 0.20% | +136+9.4% | Added |
| Tilia Fiduciary Partners, Inc. | 1,567 | $334.3K | 0.26% | −64−3.9% | Reduced |
| Arrowroot Family Office, LLC | 1,566 | $334.2K | 0.21% | −23−1.4% | Reduced |
| Delta Financial Group, Inc. | 1,562 | $333.0K | 0.14% | +38+2.5% | Added |
| Cook Wealth Management Group LLC | 1,664 | $332.7K | 0.18% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,558 | $332.4K | 0.10% | +1,558 | New |
| Carret Asset Management, LLC | 1,557 | $332.3K | 0.04% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,554 | $331.5K | 0.03% | −191−10.9% | Reduced |