Waste Management Inc

Exchange: NYSE
Industry: Refuse Systems
SEC CIK: 0000823768

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2024: 2,007 institutions

Value heldQ2 2024: $69.2B

Institutions holding WM and their total value by quarter
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.

Institutions holding WM in Q2 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Blue Bell Private Wealth Management, LLC	164	$35.0K	0.01%	+29+21.5%	Added
Slocum, Gordon & Co LLP	161	$34.5K	0.03%	00.0%	Unchanged
Planning Capital Management Corp	161	$34.3K	0.02%	00.0%	Unchanged
CGC Financial Services, LLC	160	$34.1K	0.01%	00.0%	Unchanged
True Wealth Design, LLC	157	$33.5K	0.01%	+2+1.3%	Added
Louisbourg Investments Inc.	155	$33.1K	0.01%	00.0%	Unchanged
Mendota Financial Group, LLC	146	$31.1K	0.02%	00.0%	Unchanged
Financial Management Professionals, Inc.	144	$31.0K	0.00%	+3+2.1%	Added
Thurston, Springer, Miller, Herd & Titak, Inc.	145	$30.9K	0.01%	+145	New
Laurel Wealth Advisors LLC	144	$30.7K	0.01%	00.0%	Unchanged
Opal Wealth Advisors, LLC	142	$30.3K	0.01%	−21−12.9%	Reduced
Sachetta, LLC	148	$29.8K	0.01%	−5−3.3%	Reduced
DHJJ Financial Advisors, Ltd.	139	$29.7K	0.01%	00.0%	Unchanged
Mowery & Schoenfeld Wealth Management, LLC	132	$28.2K	0.04%	+131+13,100.0%	Added
Fortitude Family Office, LLC	130	$27.7K	0.02%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	115	$24.5K	0.01%	00.0%	Unchanged
SWAN Capital LLC	113	$24.1K	0.01%	+113	New
Jackson, Grant Investment Advisers, Inc.	109	$23.3K	0.01%	00.0%	Unchanged
Atticus Wealth Management, LLC	107	$22.9K	0.01%	00.0%	Unchanged
Richardson Financial Services Inc.	105	$22.4K	0.02%	−29−21.6%	Reduced
Hanson & Doremus Investment Management	103	$22.0K	0.00%	−100−49.3%	Reduced
Altshuler Shaham Ltd	102	$21.8K	0.00%	−14−12.1%	Reduced
Nemes Rush Group LLC	102	$21.8K	0.00%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	102	$21.8K	0.01%	00.0%	Unchanged
Private Ocean, LLC	100	$21.3K	0.00%	00.0%	Unchanged
Union Savings Bank	100	$21.3K	0.01%	00.0%	Unchanged
PFS Partners, LLC	100	$21.3K	0.01%	00.0%	Unchanged
Financial Network Wealth Advisors LLC	92	$19.6K	0.01%	+92	New
SWS Partners	91	$19.4K	0.01%	+91	New
Main Street Group, LTD	92	$19.3K	0.01%	+1+1.1%	Added
Carmichael Hill & Associates, Inc.	89	$19.0K	0.01%	+82+1,171.4%	Added
Partnership Wealth Management, LLC	88	$18.8K	0.01%	00.0%	Unchanged
4Thought Financial Group Inc.	85	$18.1K	0.01%	00.0%	Unchanged
Scarborough Advisors, LLC	85	$18.1K	0.01%	+2+2.4%	Added
Roble, Belko & Company, Inc	84	$18.0K	0.00%	00.0%	Unchanged
Trust Co	81	$17.3K	0.00%	00.0%	Unchanged
Evermay Wealth Management LLC	80	$17.1K	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	80	$17.1K	0.01%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	78	$16.6K	0.01%	−17−17.9%	Reduced
Chris Bulman Inc	77	$16.4K	0.01%	+77	New
Kelly Financial Services LLC	76	$16.2K	0.01%	00.0%	Unchanged
Kessler Investment Group, LLC	74	$15.8K	0.01%	00.0%	Unchanged
Kiely Wealth Advisory Group, Inc.	75	$15.4K	0.01%	00.0%	Unchanged
Bank & Trust Co	72	$15.4K	0.01%	+72	New
West Branch Capital LLC	70	$14.9K	0.01%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	66	$14.0K	0.01%	+43+187.0%	Added
Bell Investment Advisors, Inc	62	$13.2K	0.00%	00.0%	Unchanged
Northwest Capital Management Inc	62	$13.2K	0.00%	−170−73.3%	Reduced
Ritter Daniher Financial Advisory LLC	60	$12.8K	0.00%	−6−9.1%	Reduced
Avion Wealth	58	$12.0K	0.00%	+7+13.7%	Added
American Capital Advisory, LLC	66	$11.8K	0.01%	+48+266.7%	Added
JDM Financial Group LLC	53	$11.3K	0.01%	00.0%	Unchanged
Highline Wealth Partners LLC	52	$11.1K	0.00%	+2+4.0%	Added
Horizons Wealth Management	49	$10.9K	0.01%	00.0%	Unchanged
Missouri Trust & Investment Co	50	$10.7K	0.00%	−20−28.6%	Reduced
Aspect Partners, LLC	50	$10.7K	0.01%	−9−15.3%	Reduced
Fortis Group Advisors, LLC	50	$10.7K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	50	$10.7K	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	50	$10.6K	0.00%	00.0%	Unchanged
New Age Alpha Advisors, LLC	47	$10.0K	0.01%	+47	New
Hobbs Group Advisors, LLC	47	$10.0K	0.00%	+47	New
Albion Financial Group	45	$9.60K	0.00%	00.0%	Unchanged
Halpern Financial, Inc.	43	$9.17K	0.00%	+43	New
Pin Oak Investment Advisors Inc	40	$9.00K	0.01%	−122−75.3%	Reduced
Redwood Wealth Management Group, LLC	40	$8.53K	0.01%	+40	New
Emfo, LLC	39	$8.35K	0.01%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	36	$7.68K	0.00%	−2−5.3%	Reduced
Frazier Financial Advisors, LLC	35	$7.48K	0.01%	+12+52.2%	Added
Gilliland Jeter Wealth Management LLC	35	$7.47K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	34	$7.25K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	33	$7.04K	0.00%	+4+13.8%	Added
Indiana Trust & Investment Management CO	33	$7.04K	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	33	$7.00K	0.00%	00.0%	Unchanged
WFA of San Diego, LLC	30	$6.40K	0.01%	+30	New
Eagle Bay Advisors LLC	30	$6.40K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	29	$6.19K	0.00%	−12−29.3%	Reduced
Stephens Consulting, LLC	27	$5.76K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	27	$5.70K	0.00%	00.0%	Unchanged
DT Investment Partners, LLC	26	$5.55K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	26	$5.55K	0.00%	00.0%	Unchanged
Hoese & Co LLP	26	$5.48K	0.00%	+26	New
Gould Capital, LLC	25	$5.33K	0.00%	−20−44.4%	Reduced
Davis Capital Management	23	$4.82K	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	20	$4.05K	0.00%	00.0%	Unchanged
Park Place Capital Corp	18	$3.84K	0.00%	00.0%	Unchanged
Bear Mountain Capital, Inc.	15	$3.21K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	14	$2.99K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	14	$2.99K	0.00%	00.0%	Unchanged
ESL Trust Services, LLC	14	$2.99K	0.00%	+14	New
VitalStone Financial, LLC	14	$2.99K	0.00%	+14	New
Clear Investment Research, LLC	12	$2.56K	0.00%	+3+33.3%	Added
Strengthening Families & Communities, LLC	10	$2.00K	0.00%	+8+400.0%	Added
Unique Wealth Strategies, LLC	9	$1.92K	0.00%	+9	New
RFP Financial Group LLC	8	$1.71K	0.00%	00.0%	Unchanged
Vista Private Wealth Partners. LLC	8	$1.71K	0.00%	+8	New
New Millennium Group LLC	5	$1.17K	0.00%	+5	New
Tidemark, LLC	5	$1.07K	0.00%	00.0%	Unchanged
Atlas Capital Advisors LLC	5	$1.07K	0.00%	00.0%	Unchanged
Transcendent Capital Group LLC	5	$1.07K	0.00%	+5	New
Robinswood Financial LLC	5	$1.07K	0.00%	+5	New