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 |
|---|---|---|---|---|---|
| Biltmore Family Office, LLC | 1,550 | $330.6K | 0.06% | +231+17.5% | Added |
| L2 Asset Management, LLC | 1,535 | $327.5K | 0.10% | +127+9.0% | Added |
| Lake Street Financial LLC | 1,530 | $326.5K | 0.04% | +300+24.4% | Added |
| Relative Value Partners Group, LLC | 1,530 | $326.5K | 0.04% | +1,530 | New |
| Ridgecrest Wealth Partners, LLC | 1,525 | $325.3K | 0.20% | 00.0% | Unchanged |
| Meritage Group LP | 1,525 | $325.3K | 0.01% | +1,525 | New |
| Camden Capital, LLC | 1,525 | $325.3K | 0.03% | +361+31.0% | Added |
| Abner Herrman & Brock LLC | 1,525 | $325.0K | 0.04% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,514 | $322.9K | 0.05% | +66+4.6% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,508 | $321.6K | 0.16% | +1,141+310.9% | Added |
| LWM Advisory Services, LLC | 1,500 | $320.0K | 0.27% | 00.0% | Unchanged |
| HC Advisors, LLC | 1,500 | $320.0K | 0.30% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 1,485 | $316.8K | 0.27% | +597+67.2% | Added |
| Vigilare Wealth Management | 1,480 | $315.6K | 0.14% | +1+0.1% | Added |
| Flputnam Investment Management Co | 1,479 | $315.6K | 0.01% | −1,435−49.2% | Reduced |
| First National Corp | 1,479 | $315.5K | 0.08% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 1,475 | $314.7K | 0.02% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 1,474 | $314.5K | 0.11% | −108−6.8% | Reduced |
| Morningstar Investment Services LLC | 1,479 | $314.0K | 0.00% | +264+21.7% | Added |
| Drake & Associates, LLC | 1,469 | $313.3K | 0.11% | −73−4.7% | Reduced |
| Brass Tax Wealth Management, Inc | 1,469 | $313.3K | 0.06% | +1,469 | New |
| Ballast Advisors LLC | 1,467 | $313.0K | 0.10% | −218−12.9% | Reduced |
| Sigma Investment Counselors Inc | 1,462 | $311.9K | 0.02% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 1,462 | $311.8K | 0.02% | +1,462 | New |
| Somerville Kurt F | 1,460 | $311.5K | 0.05% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 1,450 | $309.3K | 0.19% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,445 | $308.2K | 0.05% | −104−6.7% | Reduced |
| WSFS Capital Management, LLC | 1,441 | $307.3K | 0.02% | +1+0.1% | Added |
| Coordinated Financial Services, Inc. | 1,439 | $307.0K | 0.26% | +2+0.1% | Added |
| Perennial Investment Advisors, LLC | 1,435 | $306.6K | 0.04% | +20+1.4% | Added |
| Manchester Capital Management LLC | 1,436 | $306.4K | 0.04% | −34−2.3% | Reduced |
| Insight Advisors, LLC | 1,433 | $305.9K | 0.06% | +1+0.1% | Added |
| Fermata Advisors, LLC | 1,430 | $305.0K | 0.07% | +1,430 | New |
| Powell Investment Advisors, LLC | 1,427 | $304.4K | 0.16% | 00.0% | Unchanged |
| Westmount Partners, LLC | 1,453 | $304.3K | 0.10% | +12+0.8% | Added |
| Dunhill Financial, LLC | 1,424 | $303.9K | 0.19% | +1,396+4,985.7% | Added |
| Angeles Investment Advisors, LLC | 1,419 | $302.7K | 0.02% | +61+4.5% | Added |
| Sage Mountain Advisors LLC | 1,417 | $302.2K | 0.03% | +246+21.0% | Added |
| Clifford Swan Investment Counsel LLC | 1,415 | $301.9K | 0.01% | −114−7.5% | Reduced |
| Strategic Financial Services, Inc, | 1,413 | $301.4K | 0.02% | +50+3.7% | Added |
| Pallas Capital Advisors LLC | 1,349 | $300.9K | 0.01% | −115−7.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,409 | $300.6K | 0.02% | +10+0.7% | Added |
| Princeton Global Asset Management LLC | 1,405 | $299.8K | 0.07% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,404 | $299.6K | 0.09% | +103+7.9% | Added |
| Merriman Wealth Management, LLC | 1,404 | $299.5K | 0.01% | +14+1.0% | Added |
| Wendell David Associates Inc | 1,403 | $299.0K | 0.03% | −20−1.4% | Reduced |
| Diamant Asset Management, Inc. | 1,400 | $298.7K | 0.20% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,398 | $298.0K | 0.17% | −176−11.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,382 | $294.9K | 0.08% | 00.0% | Unchanged |
| Vicus Capital | 1,380 | $294.5K | 0.03% | −6−0.4% | Reduced |
| Northstar Asset Management LLC | 1,380 | $294.4K | 0.07% | −250−15.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,380 | $294.0K | 0.15% | +50+3.8% | Added |
| Stableford Capital II LLC | 1,314 | $293.4K | 0.12% | +300+29.6% | Added |
| Congress Wealth Management LLC | 1,369 | $292.3K | 0.00% | 00.0% | Unchanged |
| Essex Private Wealth Management, LLC | 1,370 | $292.3K | 0.74% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,369 | $292.1K | 0.10% | 00.0% | Unchanged |
| Blossom Wealth Management | 1,365 | $291.2K | 0.63% | +20+1.5% | Added |
| Pure Financial Advisors, Inc. | 1,365 | $291.2K | 0.01% | +20+1.5% | Added |
| Change Path, LLC | 1,365 | $291.0K | 0.01% | −387−22.1% | Reduced |
| GYL Financial Synergies, LLC | 1,362 | $290.5K | 0.02% | +50+3.8% | Added |
| 1776 Wealth LLC | 1,361 | $290.4K | 0.13% | +1+0.1% | Added |
| Ade, LLC | 1,358 | $289.7K | 0.20% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 1,356 | $289.3K | 0.02% | −186−12.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,355 | $289.1K | 0.03% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 1,357 | $289.0K | 0.00% | −462−25.4% | Reduced |
| Financial Futures Ltd Liability Co. | 1,351 | $288.2K | 0.18% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 1,349 | $287.8K | 0.18% | −20−1.5% | Reduced |
| Stratos Wealth Advisors, LLC | 1,347 | $287.6K | 0.01% | +22+1.7% | Added |
| Summit Asset Management, LLC | 1,343 | $286.6K | 0.06% | +1+0.1% | Added |
| MBA Advisors LLC | 1,342 | $286.4K | 0.15% | +195+17.0% | Added |
| D.B. Root & Company, LLC | 1,342 | $286.4K | 0.10% | +150+12.6% | Added |
| Mirabella Financial Services LLP | 1,342 | $286.3K | 0.02% | −4,870−78.4% | Reduced |
| Proficio Capital Partners LLC | 1,337 | $285.3K | 0.03% | +55+4.3% | Added |
| Davis R M Inc | 1,337 | $285.2K | 0.01% | +221+19.8% | Added |
| Quantum Private Wealth, LLC | 1,324 | $282.5K | 0.10% | −221−14.3% | Reduced |
| Enterprise Financial Services Corp | 1,323 | $282.2K | 0.17% | +7+0.5% | Added |
| Trustmark National Bank Trust Department | 1,322 | $282.0K | 0.02% | −480−26.6% | Reduced |
| McAdam, LLC | 1,320 | $281.6K | 0.02% | +3+0.2% | Added |
| Burney Co | 1,319 | $281.4K | 0.01% | −600−31.3% | Reduced |
| Bridgewater Associates, LP | 1,317 | $281.0K | 0.00% | +1,317 | New |
| World Equity Group, Inc. | 1,313 | $280.1K | 0.08% | +24+1.9% | Added |
| Ironsides Asset Advisors, LLC | 1,309 | $279.3K | 0.09% | −600−31.4% | Reduced |
| Headinvest, LLC | 1,309 | $279.3K | 0.05% | 00.0% | Unchanged |
| Lynx Investment Advisory | 1,308 | $279.1K | 0.21% | +1,308 | New |
| Azimuth Capital Investment Management LLC | 1,300 | $277.3K | 0.01% | −14−1.1% | Reduced |
| Allstate Corp | 1,300 | $277.3K | 0.02% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,300 | $277.3K | 0.27% | +1,300 | New |
| Essex Savings Bank | 1,295 | $276.3K | 0.07% | −21−1.6% | Reduced |
| D L Carlson Investment Group Inc | 1,290 | $275.3K | 0.05% | +1+0.1% | Added |
| Genesee Capital Advisors, LLC | 1,290 | $275.2K | 0.13% | +5+0.4% | Added |
| Freestone Capital Holdings, LLC | 1,289 | $275.0K | 0.01% | +111+9.4% | Added |
| Visionary Wealth Advisors | 1,289 | $275.0K | 0.02% | +21+1.7% | Added |
| Modern Wealth Management, LLC | 1,277 | $272.6K | 0.02% | +134+11.7% | Added |
| Hurlow Wealth Management Group, Inc. | 1,274 | $271.8K | 0.09% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,273 | $271.6K | 0.05% | −69−5.1% | Reduced |
| SNS Financial Group, LLC | 1,271 | $271.1K | 0.03% | −3−0.2% | Reduced |
| Vectors Research Management, LLC | 1,272 | $271.0K | 0.08% | +2+0.2% | Added |
| Winthrop Advisory Group LLC | 1,268 | $270.5K | 0.04% | −7−0.5% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,268 | $270.4K | 0.15% | +1,268 | New |
| Resonant Capital Advisors, LLC | 1,266 | $270.1K | 0.02% | +35+2.8% | Added |