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 |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 1,257 | $268.2K | 0.11% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 1,256 | $268.0K | 0.03% | +1,256 | New |
| Crewe Advisors LLC | 1,254 | $267.5K | 0.03% | −315−20.1% | Reduced |
| Oak Thistle LLC | 1,242 | $265.0K | 0.20% | −631−33.7% | Reduced |
| Legacy Edge Advisors, LLC | 1,242 | $265.0K | 0.05% | +24+2.0% | Added |
| Means Investment Co., Inc. | 1,241 | $264.8K | 0.03% | +1+0.1% | Added |
| Oxford Financial Group Ltd | 1,241 | $264.8K | 0.02% | +1,241 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,196 | $264.2K | 0.00% | −77−6.0% | Reduced |
| West Michigan Advisors, LLC | 1,238 | $264.0K | 0.08% | −45−3.5% | Reduced |
| Wealth Management Associates, Inc. | 1,237 | $263.9K | 0.12% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 1,235 | $263.6K | 0.12% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,235 | $263.5K | 0.03% | −851−40.8% | Reduced |
| Maia Wealth LLC | 1,219 | $263.4K | 0.08% | +1,219 | New |
| Semus Wealth Partners LLC | 1,235 | $263.4K | 0.20% | −110−8.2% | Reduced |
| Commonwealth Financial Services, LLC | 1,248 | $262.9K | 0.05% | +1,248 | New |
| Phillips Wealth Planners LLC | 1,242 | $262.3K | 0.28% | −20−1.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,229 | $262.2K | 0.10% | +10+0.8% | Added |
| A. D. Beadell Investment Counsel, Inc. | 1,225 | $261.0K | 0.22% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,223 | $260.9K | 0.03% | −178−12.7% | Reduced |
| Paragon Capital Management Ltd | 1,222 | $260.9K | 0.05% | −71−5.5% | Reduced |
| Ridgewood Investments LLC | 1,219 | $260.1K | 0.13% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 1,218 | $259.8K | 0.04% | −287−19.1% | Reduced |
| Prosperity Consulting Group, LLC | 1,211 | $258.3K | 0.04% | −154−11.3% | Reduced |
| SignalPoint Asset Management, LLC | 1,208 | $257.7K | 0.07% | +25+2.1% | Added |
| Group One Trading, L.P. | 1,207 | $257.5K | 0.01% | +1,207 | New |
| Leo Wealth, LLC | 1,206 | $257.2K | 0.03% | +247+25.8% | Added |
| Wayfinding Financial, LLC | 1,207 | $257.0K | 0.14% | +12+1.0% | Added |
| PBMares Wealth Management LLC | 1,202 | $256.4K | 0.06% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,200 | $256.0K | 0.04% | +195+19.4% | Added |
| Smith Group Asset Management, LLC | 1,200 | $256.0K | 0.02% | +1,200 | New |
| FinTrust Capital Advisors, LLC | 1,199 | $255.7K | 0.05% | +446+59.2% | Added |
| Signature Estate & Investment Advisors LLC | 1,193 | $254.4K | 0.01% | +1,193 | New |
| Quantum Financial Advisors, LLC | 1,192 | $254.2K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 1,191 | $254.1K | 0.13% | −103−8.0% | Reduced |
| Frisch Financial Group, Inc. | 1,190 | $254.0K | 0.08% | +4+0.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,189 | $253.7K | 0.11% | +15+1.3% | Added |
| Brooks, Moore & Associates, Inc. | 1,188 | $253.5K | 0.16% | 00.0% | Unchanged |
| Balboa Wealth Partners | 1,184 | $252.6K | 0.07% | −30−2.5% | Reduced |
| AlphaStar Capital Management, LLC | 1,182 | $252.3K | 0.02% | +30+2.6% | Added |
| Kanawha Capital Management LLC | 1,182 | $252.2K | 0.02% | +155+15.1% | Added |
| Rossmore Private Capital | 1,180 | $251.8K | 0.03% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,180 | $251.7K | 0.02% | −194−14.1% | Reduced |
| Optas, LLC | 1,178 | $251.3K | 0.06% | +111+10.4% | Added |
| Gen-Wealth Partners Inc | 1,178 | $251.3K | 0.12% | +104+9.7% | Added |
| WMS Partners, LLC | 1,176 | $250.9K | 0.02% | +191+19.4% | Added |
| Portfolio Design Labs, LLC | 1,171 | $249.8K | 0.08% | −370−24.0% | Reduced |
| Grant Street Asset Management, Inc. | 1,169 | $249.4K | 0.08% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,166 | $248.8K | 0.13% | +165+16.5% | Added |
| New Covenant Trust Company, N.A. | 1,114 | $248.2K | 0.29% | +31+2.9% | Added |
| Regent Peak Wealth Advisors LLC | 1,162 | $247.9K | 0.06% | +46+4.1% | Added |
| Dark Forest Capital Management LP | 1,155 | $246.4K | 0.05% | −916−44.2% | Reduced |
| LaFleur & Godfrey LLC | 1,152 | $245.8K | 0.04% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 1,152 | $245.8K | 0.10% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 1,148 | $244.8K | 0.11% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,166 | $244.1K | 0.07% | +175+17.7% | Added |
| New Republic Capital, LLC | 1,133 | $241.7K | 0.12% | +1,133 | New |
| TFC Financial Management | 1,133 | $241.7K | 0.04% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 1,129 | $240.9K | 0.36% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 1,117 | $238.2K | 0.02% | +1,117 | New |
| Consolidated Planning Corp | 1,115 | $237.9K | 0.04% | 00.0% | Unchanged |
| Mairs & Power Inc | 1,114 | $237.7K | 0.00% | +114+11.4% | Added |
| BCJ Capital Management, LLC | 1,111 | $237.0K | 0.02% | +1,111 | New |
| Beacon Investment Advisors LLC | 1,111 | $236.9K | 0.12% | +31+2.9% | Added |
| Wealth Alliance | 1,108 | $236.5K | 0.03% | −468−29.7% | Reduced |
| Compass Ion Advisors, LLC | 1,108 | $236.1K | 0.03% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,106 | $236.0K | 0.10% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,104 | $235.6K | 0.07% | +1+0.1% | Added |
| German American Bancorp, Inc. | 1,102 | $235.1K | 0.03% | +1,102 | New |
| North Star Asset Management Inc | 1,100 | $234.7K | 0.01% | −15−1.3% | Reduced |
| Washington Trust Advisors, Inc. | 1,098 | $234.2K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,097 | $234.1K | 0.02% | +8+0.7% | Added |
| S&CO Inc | 1,100 | $234.0K | 0.02% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 1,093 | $233.2K | 0.03% | +1+0.1% | Added |
| Wolff Wiese Magana LLC | 1,092 | $233.0K | 0.19% | 00.0% | Unchanged |
| Financial Guidance Group, Inc. | 1,092 | $233.0K | 0.14% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,043 | $232.4K | 0.04% | +43+4.3% | Added |
| Archer Investment Corp | 1,083 | $231.0K | 0.07% | +1,000+1,204.8% | Added |
| M&R Capital Management Inc | 1,081 | $230.6K | 0.06% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,082 | $230.6K | 0.04% | +251+30.2% | Added |
| Bray Capital Advisors | 1,075 | $229.3K | 0.06% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 1,068 | $227.8K | 0.05% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 1,068 | $227.8K | 0.05% | +18+1.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,088 | $227.7K | 0.03% | +1+0.1% | Added |
| CRA Financial Services, LLC | 1,066 | $227.4K | 0.05% | 00.0% | Unchanged |
| Camden National Bank | 1,065 | $227.2K | 0.04% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 1,064 | $227.0K | 0.02% | −16−1.5% | Reduced |
| Clarity Financial LLC | 1,060 | $226.2K | 0.03% | −1,000−48.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 1,058 | $225.7K | 0.02% | 00.0% | Unchanged |
| Second Line Capital, LLC | 1,054 | $224.9K | 0.07% | +1,054 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,052 | $224.4K | 0.18% | 00.0% | Unchanged |
| TNF LLC | 1,031 | $224.1K | 0.08% | −31−2.9% | Reduced |
| Quent Capital, LLC | 1,050 | $224.1K | 0.02% | +33+3.2% | Added |
| Charter Research & Investment Group, Inc. | 1,050 | $224.0K | 0.18% | −375−26.3% | Reduced |
| Premier Path Wealth Partners, LLC | 1,049 | $223.9K | 0.04% | +3+0.3% | Added |
| Whalerock Point Partners, LLC | 1,048 | $223.6K | 0.06% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 1,000 | $223.0K | 0.13% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,045 | $223.0K | 0.03% | −27−2.5% | Reduced |
| Silvant Capital Management LLC | 1,044 | $222.7K | 0.01% | 00.0% | Unchanged |
| First County Bank | 1,041 | $222.1K | 0.11% | −37−3.4% | Reduced |
| Fiduciary Group LLC | 1,041 | $222.0K | 0.02% | +1+0.1% | Added |