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Livermore
Livermore
ZHEN

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; 2,378 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, Q3 2024

Institutional positions in Waste Management Inc as of Sep 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
1,999
+20 vs. Q2 2024
Shares held
323.7M
+30.4M (+10.4%) vs. Q2 2024
Total value
$66.7B
+$4.14B (+6.6%) vs. Q2 2024
New holders
128
794 more added
Sold out
108
715 more reduced

28 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 1,999 institutions
Q1 2021: 1,493 institutionsQ2 2021: 1,526 institutionsQ3 2021: 1,551 institutionsQ4 2021: 1,700 institutionsQ1 2022: 1,665 institutionsQ2 2022: 1,678 institutionsQ3 2022: 1,695 institutionsQ4 2022: 1,741 institutionsQ1 2023: 1,737 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,751 institutionsQ4 2023: 1,875 institutionsQ1 2024: 1,976 institutionsQ2 2024: 2,007 institutionsQ3 2024: 1,999 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,234 institutionsQ3 2025: 2,180 institutionsQ4 2025: 2,325 institutionsQ1 2026: 2,375 institutionsQ2 2026: 2,378 institutions
Value heldQ3 2024: $66.7B
Q1 2021: $41.1BQ2 2021: $44.4BQ3 2021: $47.1BQ4 2021: $52.8BQ1 2022: $49.8BQ2 2022: $47.7BQ3 2022: $52.8BQ4 2022: $51.1BQ1 2023: $53.7BQ2 2023: $56.4BQ3 2023: $49.5BQ4 2023: $58.4BQ1 2024: $69.3BQ2 2024: $69.2BQ3 2024: $66.7BQ4 2024: $66.0BQ1 2025: $75.2BQ2 2025: $74.6BQ3 2025: $70.8BQ4 2025: $72.1BQ1 2026: $75.7BQ2 2026: $74.1B
Institutions holding WM and their total value by quarter
QuarterHoldersValue
Q2 20262,378$74.1B
Q1 20262,375$75.7B
Q4 20252,325$72.1B
Q3 20252,180$70.8B
Q2 20252,234$74.6B
Q1 20252,207$75.2B
Q4 20242,134$66.0B
Q3 20241,999$66.7B
Q2 20242,007$69.2B
Q1 20241,976$69.3B
Q4 20231,875$58.4B
Q3 20231,751$49.5B
Q2 20231,775$56.4B
Q1 20231,737$53.7B
Q4 20221,741$51.1B
Q3 20221,695$52.8B
Q2 20221,678$47.7B
Q1 20221,665$49.8B
Q4 20211,700$52.8B
Q3 20211,551$47.1B
Q2 20211,526$44.4B
Q1 20211,493$41.1B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q2 2024.

Institutions holding WM in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Blume Capital Management, Inc.0$30.00%0Unchanged
Chesapeake Asset Management LLC2$4150.00%+2New
Mattson Financial Services, LLC3$6400.00%00.0%Unchanged
Clear Street Markets LLC6$1.00K0.00%+6New
Atlas Capital Advisors LLC5$1.04K0.00%00.0%Unchanged
Transcendent Capital Group LLC5$1.04K0.00%00.0%Unchanged
Robinswood Financial LLC5$1.04K0.00%00.0%Unchanged
Accordant Advisory Group Inc5$1.04K0.00%+5New
New Millennium Group LLC5$1.14K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.6$1.33K0.00%+6New
Claris Advisors, LLC8$1.66K0.00%+8New
Transamerica Financial Advisors, Inc.6$2.00K0.00%−404−98.5%Reduced
Strengthening Families & Communities, LLC10$2.08K0.00%00.0%Unchanged
Tidemark, LLC10$2.09K0.00%+5+100.0%Added
Clear Investment Research, LLC12$2.49K0.00%00.0%Unchanged
ESL Trust Services, LLC14$2.91K0.00%00.0%Unchanged
Global Wealth Strategies & Associates14$2.91K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC14$2.92K0.00%00.0%Unchanged
Bear Mountain Capital, Inc.15$3.21K0.00%00.0%Unchanged
VitalStone Financial, LLC16$3.32K0.00%+2+14.3%Added
Frazier Financial Advisors, LLC17$3.56K0.00%−18−51.4%Reduced
Park Place Capital Corp18$3.74K0.00%00.0%Unchanged
DecisionPoint Financial, LLC20$4.15K0.00%00.0%Unchanged
Peterson Wealth Services20$4.17K0.00%+20New
Gould Capital, LLC25$5.19K0.00%00.0%Unchanged
Hoese & Co LLP26$5.40K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC27$5.56K0.00%00.0%Unchanged
Stephens Consulting, LLC27$5.61K0.00%00.0%Unchanged
Proffitt & Goodson Inc27$5.61K0.00%+27New
Penserra Capital Management LLC33$6.00K0.00%00.0%Unchanged
WFA of San Diego, LLC30$6.23K0.01%00.0%Unchanged
Eagle Bay Advisors LLC30$6.23K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.30$6.23K0.00%+1+3.4%Added
DiNuzzo Private Wealth, Inc.32$6.64K0.00%−1−3.0%Reduced
Richard W. Paul & Associates, LLC33$6.85K0.00%−3−8.3%Reduced
Indiana Trust & Investment Management CO33$6.85K0.00%00.0%Unchanged
Rakuten Securities, Inc.33$6.85K0.00%+33New
Pin Oak Investment Advisors Inc40$8.00K0.01%00.0%Unchanged
Birchbrook, Inc.40$8.30K0.00%+40New
Ruedi Wealth Management, Inc.44$9.07K0.00%−22−33.3%Reduced
Albion Financial Group45$9.34K0.00%00.0%Unchanged
Davis Capital Management46$9.55K0.01%+23+100.0%Added
Hobbs Group Advisors, LLC47$9.76K0.00%00.0%Unchanged
Horizons Wealth Management49$10.2K0.01%00.0%Unchanged
Fortis Group Advisors, LLC50$10.4K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC50$10.4K0.00%00.0%Unchanged
Missouri Trust & Investment Co50$10.4K0.00%00.0%Unchanged
Aspect Partners, LLC50$10.4K0.01%00.0%Unchanged
Morse Asset Management, Inc50$10.4K0.00%+50New
Pacific Center for Financial Services50$10.4K0.00%00.0%Unchanged
Westend Capital Management, LLC52$10.8K0.00%+52New
Capital Performance Advisors LLP52$10.8K0.00%+52New
Highline Wealth Partners LLC52$10.9K0.00%00.0%Unchanged
Talon Private Wealth, LLC53$11.0K0.00%+53New
Kozak & Associates, Inc.52$11.1K0.00%+52New
Avion Wealth61$12.0K0.00%+3+5.2%Added
Ritter Daniher Financial Advisory LLC60$12.5K0.00%00.0%Unchanged
Gilliland Jeter Wealth Management LLC60$12.5K0.00%+25+71.4%Added
Northwest Capital Management Inc62$12.9K0.00%00.0%Unchanged
American Capital Advisory, LLC62$12.9K0.01%−4−6.1%Reduced
Copley Financial Group, Inc.63$13.1K0.01%+63New
Reston Wealth Management LLC65$13.5K0.00%+65New
Northwest Financial Advisors66$13.8K0.01%+66New
West Financial Advisors, LLC67$13.9K0.00%+67New
Bell Investment Advisors, Inc70$14.5K0.00%+8+12.9%Added
West Branch Capital LLC71$14.7K0.01%+1+1.4%Added
Bank & Trust Co72$14.9K0.01%00.0%Unchanged
IMA Wealth, Inc.72$14.9K0.00%+72New
Kessler Investment Group, LLC74$15.4K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC75$15.6K0.01%+75New
Bruce G. Allen Investments, LLC78$16.2K0.01%00.0%Unchanged
Evermay Wealth Management LLC80$16.6K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.80$16.6K0.01%00.0%Unchanged
Trust Co81$16.8K0.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.75$16.9K0.01%00.0%Unchanged
Roble, Belko & Company, Inc84$17.0K0.00%00.0%Unchanged
4Thought Financial Group Inc.85$17.6K0.01%00.0%Unchanged
DT Investment Partners, LLC86$17.9K0.00%+60+230.8%Added
Partnership Wealth Management, LLC88$18.3K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.89$18.5K0.01%00.0%Unchanged
Main Street Group, LTD91$19.0K0.01%−1−1.1%Reduced
Sachetta, LLC94$19.5K0.01%−54−36.5%Reduced
Raleigh Capital Management Inc.96$19.9K0.01%−172−64.2%Reduced
Disciplina Capital Management LLC99$20.6K0.00%+99New
Union Savings Bank100$20.8K0.01%00.0%Unchanged
PFS Partners, LLC100$20.8K0.01%00.0%Unchanged
Hanson & Doremus Investment Management103$21.0K0.00%00.0%Unchanged
Altshuler Shaham Ltd102$21.2K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC102$21.2K0.01%00.0%Unchanged
JDM Financial Group LLC103$21.4K0.01%+50+94.3%Added
Nemes Rush Group LLC102$21.7K0.00%00.0%Unchanged
Fairway Wealth LLC105$21.8K0.01%−66−38.6%Reduced
Atticus Wealth Management, LLC108$22.4K0.01%+1+0.9%Added
Richardson Financial Services Inc.105$22.4K0.01%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.109$22.6K0.01%00.0%Unchanged
SWAN Capital LLC113$23.5K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC115$23.9K0.01%00.0%Unchanged
Louisbourg Investments Inc.123$25.5K0.01%−32−20.6%Reduced
Activest Wealth Management123$25.6K0.01%+120+4,000.0%Added
PEAK6 Investments LLC127$26.4K0.00%+127New