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, 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Founders Financial Alliance, LLC | 3,970 | $824.1K | 0.23% | −7−0.2% | Reduced |
| Bluesphere Advisors, LLC | 3,977 | $825.6K | 0.41% | 00.0% | Unchanged |
| Peterson Wealth Management | 3,987 | $827.7K | 0.53% | +915+29.8% | Added |
| Busey Wealth Management | 3,992 | $828.7K | 0.03% | −35−0.9% | Reduced |
| Smith, Moore & Co. | 4,028 | $836.3K | 0.08% | 00.0% | Unchanged |
| Principal Securities, Inc. | 4,034 | $837.4K | 0.02% | +542+15.5% | Added |
| Beaumont Financial Advisors, LLC | 4,034 | $837.5K | 0.07% | +9+0.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,049 | $840.0K | 0.24% | −230−5.4% | Reduced |
| Syon Capital LLC | 4,069 | $844.7K | 0.07% | +148+3.8% | Added |
| Harbour Trust & Investment Management Co | 4,075 | $846.0K | 0.10% | −9−0.2% | Reduced |
| Farther Finance Advisors, LLC | 4,081 | $847.2K | 0.03% | +527+14.8% | Added |
| NBC Securities, Inc. | 4,086 | $848.0K | 0.07% | +122+3.1% | Added |
| Cigna Investments Inc | 4,093 | $850.0K | 0.15% | −30−0.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,104 | $852.0K | 0.03% | +160+4.1% | Added |
| Kennedy Investment Group | 4,113 | $853.8K | 0.39% | −28−0.7% | Reduced |
| McDonald Partners LLC | 4,115 | $854.4K | 0.21% | −99−2.3% | Reduced |
| Regatta Capital Group, LLC | 4,119 | $855.1K | 0.17% | +3+0.1% | Added |
| Aberdeen Wealth Management LLC | 4,130 | $857.4K | 0.56% | +45+1.1% | Added |
| Dempze Nancy E | 4,142 | $859.9K | 0.48% | −70−1.7% | Reduced |
| Symphony Financial, Ltd. Co. | 4,187 | $860.4K | 0.14% | −411−8.9% | Reduced |
| Logan Capital Management Inc | 4,190 | $869.9K | 0.04% | +16+0.4% | Added |
| Silvercrest Asset Management Group LLC | 4,208 | $873.6K | 0.01% | 00.0% | Unchanged |
| American National Bank | 4,208 | $873.6K | 0.10% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,220 | $876.0K | 0.09% | +1,034+32.5% | Added |
| MidWestOne Financial Group, Inc. | 4,230 | $877.9K | 0.12% | −99−2.3% | Reduced |
| Signal Advisors Wealth, LLC | 4,239 | $880.0K | 0.13% | +1,739+69.6% | Added |
| MMBG Investment Advisors Co. | 4,260 | $884.4K | 0.09% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 4,263 | $884.9K | 0.10% | −244−5.4% | Reduced |
| Advisors Capital Management, LLC | 4,301 | $893.0K | 0.01% | +286+7.1% | Added |
| Cypress Asset Management Inc | 4,306 | $893.9K | 0.22% | +50+1.2% | Added |
| Twin Capital Management Inc | 4,311 | $895.0K | 0.10% | −124−2.8% | Reduced |
| Bank Ozk | 4,313 | $895.4K | 0.37% | +163+3.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 4,325 | $897.8K | 0.15% | −386−8.2% | Reduced |
| Terry L. Blaker | 4,331 | $899.1K | 0.03% | +40+0.9% | Added |
| Cito Capital Group, LLC | 4,351 | $903.0K | 0.34% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,360 | $905.1K | 0.09% | +20.0% | Added |
| Capital Investment Counsel, LLC | 4,384 | $910.1K | 0.16% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 4,385 | $910.3K | 0.53% | +50+1.2% | Added |
| Smith, Salley & Associates | 4,387 | $910.8K | 0.06% | +79+1.8% | Added |
| RFG Advisory, LLC | 4,402 | $913.8K | 0.03% | −189−4.1% | Reduced |
| IMS Capital Management | 4,447 | $923.3K | 0.41% | +102+2.3% | Added |
| Profund Advisors LLC | 4,449 | $923.6K | 0.03% | −1,449−24.6% | Reduced |
| Nwam LLC | 4,466 | $927.1K | 0.06% | +786+21.4% | Added |
| Quotient Wealth Partners, LLC | 4,474 | $928.9K | 0.03% | −361−7.5% | Reduced |
| MWA Asset Management | 4,475 | $929.0K | 0.62% | −9−0.2% | Reduced |
| BNP Paribas | 4,498 | $933.0K | 0.04% | −326−6.8% | Reduced |
| GPM Growth Investors, Inc. | 4,523 | $939.0K | 0.39% | +4,523 | New |
| MRP Capital Investments, LLC | 4,540 | $942.6K | 0.90% | −150−3.2% | Reduced |
| Brighton Jones LLC | 4,541 | $942.6K | 0.04% | −1,843−28.9% | Reduced |
| Lebenthal Global Advisors, LLC | 4,544 | $943.4K | 0.19% | +4,544 | New |
| CWA Asset Management Group, LLC | 4,546 | $943.8K | 0.05% | +4,546 | New |
| J. W. Coons Advisors, LLC | 4,550 | $944.6K | 0.24% | 00.0% | Unchanged |
| RW Investment Management LLC | 4,552 | $945.0K | 0.12% | 00.0% | Unchanged |
| Mainsail Financial Group, LLC | 4,458 | $946.2K | 0.56% | −391−8.1% | Reduced |
| NCP Inc. | 4,571 | $948.8K | 0.54% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,575 | $949.7K | 0.09% | +108+2.4% | Added |
| Country Club Bank | 4,626 | $950.7K | 0.06% | −5−0.1% | Reduced |
| Financial Network Wealth Management LLC | 4,590 | $952.0K | 0.34% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4,677 | $961.2K | 0.12% | +1,078+30.0% | Added |
| Allen Investment Management LLC | 4,649 | $965.1K | 0.01% | +2,085+81.3% | Added |
| Qtron Investments LLC | 4,669 | $969.3K | 0.13% | −320−6.4% | Reduced |
| Transcend Wealth Collective, LLC | 4,705 | $976.9K | 0.07% | −101−2.1% | Reduced |
| Bank of Nova Scotia Trust Co | 4,735 | $983.0K | 0.10% | +405+9.4% | Added |
| Franklin Street Advisors Inc | 4,738 | $984.0K | 0.07% | −528−10.0% | Reduced |
| MONECO Advisors, LLC | 4,758 | $987.8K | 0.12% | +245+5.4% | Added |
| Wesbanco Bank Inc | 4,781 | $992.5K | 0.03% | +168+3.6% | Added |
| Intact Investment Management Inc. | 4,790 | $994.4K | 0.03% | +4,790 | New |
| XML Financial, LLC | 4,837 | $1.00M | 0.09% | −98−2.0% | Reduced |
| Park Avenue Securities LLC | 4,842 | $1.00M | 0.01% | +213+4.6% | Added |
| Solidarilty Wealth, LLC | 4,844 | $1.01M | 0.27% | −3,395−41.2% | Reduced |
| nVerses Capital, LLC | 4,900 | $1.02M | 0.47% | +1,400+40.0% | Added |
| L.M. Kohn & Company | 4,941 | $1.03M | 0.26% | −148−2.9% | Reduced |
| Summit Financial, LLC | 4,953 | $1.03M | 0.04% | +271+5.8% | Added |
| Adviser Investments LLC | 4,965 | $1.03M | 0.01% | +856+20.8% | Added |
| Fulton Bank, N.A. | 4,973 | $1.03M | 0.04% | −55−1.1% | Reduced |
| Mayflower Financial Advisors, LLC | 4,989 | $1.04M | 0.16% | +716+16.8% | Added |
| Barbara Oil Co. | 5,000 | $1.04M | 0.42% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,000 | $1.04M | 0.27% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 5,003 | $1.04M | 0.02% | +619+14.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,049 | $1.05M | 0.40% | +1,000+24.7% | Added |
| IVC Wealth Advisors LLC | 5,060 | $1.05M | 0.57% | −1,184−19.0% | Reduced |
| GeoWealth Management, LLC | 5,084 | $1.06M | 0.04% | −404−7.4% | Reduced |
| Edge Capital Group, LLC | 5,126 | $1.06M | 0.05% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 5,130 | $1.06M | 0.05% | +988+23.9% | Added |
| GW Henssler & Associates Ltd | 5,141 | $1.07M | 0.06% | +571+12.5% | Added |
| Catalyst Capital Advisors LLC | 5,145 | $1.07M | 0.02% | −1,359−20.9% | Reduced |
| WealthTrust Axiom LLC | 5,158 | $1.07M | 0.32% | −100−1.9% | Reduced |
| Heritage Wealth Management, Inc. | 5,162 | $1.07M | 0.35% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 5,176 | $1.07M | 0.02% | −42−0.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,198 | $1.08M | 0.07% | +466+9.8% | Added |
| Advisory Alpha, LLC | 5,201 | $1.08M | 0.04% | +136+2.7% | Added |
| South State Corp. | 5,211 | $1.08M | 0.07% | +6+0.1% | Added |
| High Net Worth Advisory Group LLC | 5,312 | $1.10M | 0.31% | +25+0.5% | Added |
| V-Square Quantitative Management LLC | 5,320 | $1.10M | 0.16% | +808+17.9% | Added |
| Johnson Financial Group, Inc. | 5,324 | $1.11M | 0.05% | +1,604+43.1% | Added |
| Fidelis Capital Partners, LLC | 5,232 | $1.11M | 0.13% | −125−2.3% | Reduced |
| Simplicity Wealth,LLC | 5,340 | $1.11M | 0.10% | −14,767−73.4% | Reduced |
| Okabena Investment Services Inc | 5,358 | $1.11M | 0.31% | +330+6.6% | Added |
| Laffer Tengler Investments | 5,396 | $1.12M | 0.23% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 5,403 | $1.12M | 0.72% | 00.0% | Unchanged |