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 |
|---|---|---|---|---|---|
| Quarry LP | 683 | $145.7K | 0.06% | +462+209.0% | Added |
| Riverview Trust Co | 675 | $144.0K | 0.14% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 673 | $143.6K | 0.11% | +673 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 671 | $143.2K | 0.01% | −400−37.3% | Reduced |
| Magellan Asset Management Ltd | 669 | $142.7K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 668 | $142.5K | 0.14% | −143−17.6% | Reduced |
| Coppell Advisory Solutions LLC | 667 | $142.3K | 0.02% | +667 | New |
| Mascoma Wealth Management LLC | 660 | $140.8K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 653 | $139.2K | 0.00% | −13−2.0% | Reduced |
| Widmann Financial Services, Inc. | 650 | $138.7K | 0.11% | +650 | New |
| Continuum Advisory, LLC | 648 | $138.2K | 0.02% | +1+0.2% | Added |
| Old Point Trust & Financial Services N A | 647 | $138.0K | 0.05% | −47−6.8% | Reduced |
| Cyrus J. Lawrence, LLC | 645 | $137.0K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 638 | $136.0K | 0.01% | −245−27.7% | Reduced |
| Montag A & Associates Inc | 634 | $135.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 618 | $131.8K | 0.03% | −612−49.8% | Reduced |
| CNB Bank | 610 | $130.1K | 0.06% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 606 | $129.3K | 0.04% | −95−13.6% | Reduced |
| Painted Porch Advisors LLC | 590 | $125.9K | 0.07% | +590 | New |
| Briaud Financial Planning, Inc | 585 | $124.0K | 0.07% | 00.0% | Unchanged |
| State of Wyoming | 579 | $123.5K | 0.02% | −232−28.6% | Reduced |
| Essex Investment Management Co LLC | 571 | $121.8K | 0.02% | −256−31.0% | Reduced |
| Covestor Ltd | 566 | $121.0K | 0.08% | +25+4.6% | Added |
| Spectrum Wealth Counsel, LLC | 562 | $119.9K | 0.02% | −1−0.2% | Reduced |
| Garde Capital, Inc. | 532 | $114.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 522 | $111.0K | 0.00% | +522 | New |
| Boyd Watterson Asset Management LLC | 520 | $110.9K | 0.03% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 500 | $106.7K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 486 | $103.7K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 487 | $102.4K | 0.04% | +17+3.6% | Added |
| Wiser Advisor Group LLC | 479 | $102.1K | 0.16% | +3+0.6% | Added |
| Investors Research Corp | 459 | $97.9K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 453 | $96.6K | 0.01% | −5−1.1% | Reduced |
| Citizens National Bank Trust Department | 450 | $96.0K | 0.02% | 00.0% | Unchanged |
| Spirit of America Management Corp | 450 | $96.0K | 0.02% | +200+80.0% | Added |
| Concord Wealth Partners | 447 | $95.3K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 440 | $93.8K | 0.01% | +298+209.9% | Added |
| TruNorth Capital Management, LLC | 430 | $91.7K | 0.03% | +430 | New |
| Byrne Asset Management LLC | 415 | $88.3K | 0.06% | −10−2.4% | Reduced |
| Sittner & Nelson, LLC | 413 | $88.1K | 0.04% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 410 | $88.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 410 | $87.0K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 401 | $85.5K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $85.3K | 0.04% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 400 | $85.3K | 0.06% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 390 | $83.2K | 0.02% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 385 | $82.1K | 0.02% | +385 | New |
| Key Financial Inc | 378 | $80.6K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 369 | $78.7K | 0.00% | +369 | New |
| Valued Wealth Advisors LLC | 354 | $75.6K | 0.05% | +12+3.5% | Added |
| Triad Wealth Partners, LLC | 345 | $73.6K | 0.04% | +345 | New |
| Tower View Investment Management & Research LLC | 341 | $72.9K | 0.04% | 00.0% | Unchanged |
| Financial Freedom, LLC | 340 | $72.5K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 339 | $72.3K | 0.00% | +122+56.2% | Added |
| Annapolis Financial Services, LLC | 325 | $69.3K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 310 | $66.2K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 291 | $62.1K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 291 | $62.0K | 0.00% | +1+0.3% | Added |
| RE Dickinson Investment Advisors, LLC | 290 | $61.9K | 0.04% | 00.0% | Unchanged |
| WD Rutherford LLC | 288 | $61.4K | 0.03% | 00.0% | Unchanged |
| Studio Investment Management LLC | 285 | $60.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 298 | $60.1K | 0.02% | +5+1.7% | Added |
| HBC Financial Services, PLLC | 300 | $60.0K | 0.04% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 280 | $59.7K | 0.03% | 00.0% | Unchanged |
| TD Capital Management LLC | 280 | $59.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 280 | $59.6K | 0.02% | −8−2.8% | Reduced |
| Tortoise Investment Management, LLC | 279 | $59.5K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 269 | $57.5K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 268 | $57.2K | 0.00% | −11−3.9% | Reduced |
| Raleigh Capital Management Inc. | 268 | $57.2K | 0.02% | +188+235.0% | Added |
| Rational Advisors LLC | 254 | $54.2K | 0.01% | −12−4.5% | Reduced |
| Trifecta Capital Advisors, LLC | 242 | $51.6K | 0.01% | −276−53.3% | Reduced |
| JJJ Advisors Inc. | 242 | $51.6K | 0.01% | −15−5.8% | Reduced |
| Kepos Capital LP | 233 | $50.0K | 0.02% | −18−7.2% | Reduced |
| JFS Wealth Advisors, LLC | 231 | $49.3K | 0.00% | −3−1.3% | Reduced |
| Country Trust Bank | 225 | $48.0K | 0.00% | +135+150.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 219 | $46.7K | 0.01% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 211 | $45.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 205 | $43.7K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 201 | $42.8K | 0.03% | +1+0.5% | Added |
| NewSquare Capital LLC | 200 | $42.7K | 0.00% | −500−71.4% | Reduced |
| Osterweis Capital Management Inc | 200 | $42.7K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 200 | $42.7K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 200 | $42.7K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 199 | $42.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 199 | $42.5K | 0.01% | +80+67.2% | Added |
| Millburn Ridgefield Corp | 196 | $41.8K | 0.00% | +8+4.3% | Added |
| Cassady Schiller Wealth Management, LLC | 190 | $40.5K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 186 | $39.7K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 184 | $39.3K | 0.03% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 176 | $38.9K | 0.03% | +176 | New |
| Beacon Capital Management, LLC | 181 | $38.6K | 0.01% | −8−4.2% | Reduced |
| Godsey & Gibb Associates | 180 | $38.4K | 0.00% | +180 | New |
| Cape Investment Advisory, Inc. | 179 | $38.3K | 0.02% | −104−36.7% | Reduced |
| Addison Advisors LLC | 179 | $38.2K | 0.01% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 179 | $38.2K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 174 | $37.1K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 171 | $36.5K | 0.02% | +66+62.9% | Added |
| Strategic Investment Solutions, Inc. | 180 | $36.5K | 0.01% | +180 | New |
| Dynamic Wealth Strategies, LLC | 166 | $35.0K | 0.03% | 00.0% | Unchanged |