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 |
|---|---|---|---|---|---|
| WR Wealth Planners, LLC | 5,408 | $1.12M | 0.31% | +131+2.5% | Added |
| Geo Capital Gestora de Recursos Ltd | 5,408 | $1.12M | 1.33% | +1,775+48.9% | Added |
| Monument Capital Management | 5,448 | $1.13M | 0.31% | +52+1.0% | Added |
| Moneta Group Investment Advisors LLC | 5,451 | $1.13M | 0.02% | +261+5.0% | Added |
| Central Pacific Bank - Trust Division | 5,500 | $1.14M | 0.14% | −2,393−30.3% | Reduced |
| OneAscent Financial Services LLC | 5,511 | $1.14M | 0.82% | −758−12.1% | Reduced |
| Piscataqua Savings Bank | 5,533 | $1.15M | 0.98% | 00.0% | Unchanged |
| Choate Investment Advisors | 5,537 | $1.15M | 0.03% | +44+0.8% | Added |
| Essex Financial Services, Inc. | 5,463 | $1.15M | 0.08% | −20.0% | Reduced |
| Segment Wealth Management, LLC | 5,584 | $1.16M | 0.08% | +56+1.0% | Added |
| Financial Advisory Service, Inc. | 5,600 | $1.16M | 0.09% | +8+0.1% | Added |
| Strategic Blueprint, LLC | 5,613 | $1.17M | 0.07% | −38−0.7% | Reduced |
| Wedmont Private Capital | 5,680 | $1.17M | 0.07% | +494+9.5% | Added |
| HBK Sorce Advisory LLC | 5,633 | $1.17M | 0.04% | +15+0.3% | Added |
| Aigen Investment Management, LP | 5,640 | $1.17M | 0.23% | −4,778−45.9% | Reduced |
| Red Cedar Investment Management, LLC | 5,642 | $1.17M | 0.15% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 5,645 | $1.17M | 0.39% | −101−1.8% | Reduced |
| Corundum Group, Inc. | 5,651 | $1.17M | 0.54% | −3,242−36.5% | Reduced |
| Cobblestone Capital Advisors LLC | 5,677 | $1.18M | 0.07% | −211−3.6% | Reduced |
| HHM Wealth Advisors, LLC | 5,696 | $1.18M | 0.17% | +141+2.5% | Added |
| Central Valley Advisors, LLC | 5,710 | $1.19M | 0.67% | −44−0.8% | Reduced |
| Ronald Blue Trust, Inc. | 5,567 | $1.19M | 0.02% | +2,031+57.4% | Added |
| Addison Capital Co | 5,722 | $1.19M | 0.48% | +61+1.1% | Added |
| MTM Investment Management, LLC | 5,723 | $1.19M | 0.46% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,742 | $1.19M | 0.08% | +31+0.5% | Added |
| RDA Financial Network | 5,759 | $1.20M | 0.37% | +224+4.0% | Added |
| Merit Financial Group, LLC | 5,771 | $1.20M | 0.03% | −2,054−26.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,777 | $1.20M | 0.15% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 5,803 | $1.20M | 0.24% | +73+1.3% | Added |
| Capital Planning LLC | 5,807 | $1.21M | 0.34% | +7+0.1% | Added |
| Daymark Wealth Partners, LLC | 5,857 | $1.22M | 0.05% | +301+5.4% | Added |
| Titleist Asset Management, LLC | 5,871 | $1.22M | 0.18% | +183+3.2% | Added |
| Birch Hill Investment Advisors LLC | 5,881 | $1.22M | 0.06% | −500−7.8% | Reduced |
| Rogco, LP | 5,887 | $1.22M | 0.48% | −528−8.2% | Reduced |
| Wealthspire Advisors, LLC | 5,899 | $1.22M | 0.01% | −275−4.5% | Reduced |
| Tempus Wealth Planning, LLC | 5,908 | $1.23M | 0.45% | +944+19.0% | Added |
| SOL Capital Management CO | 5,935 | $1.23M | 0.14% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5,957 | $1.24M | 0.09% | +913+18.1% | Added |
| Venture Visionary Partners LLC | 5,976 | $1.24M | 0.05% | +8+0.1% | Added |
| HM Payson & Co | 6,001 | $1.25M | 0.02% | +1,422+31.1% | Added |
| Westover Capital Advisors, LLC | 6,011 | $1.25M | 0.24% | −33−0.5% | Reduced |
| New England Research & Management, Inc. | 6,053 | $1.26M | 0.59% | −75−1.2% | Reduced |
| Machina Capital S.A.S. | 6,061 | $1.26M | 0.50% | +3,377+125.8% | Added |
| GPS Wealth Strategies Group, LLC | 6,067 | $1.26M | 0.17% | −246−3.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,080 | $1.26M | 0.68% | −16−0.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,117 | $1.27M | 0.03% | +152+2.5% | Added |
| Welch & Forbes LLC | 6,119 | $1.27M | 0.02% | +111+1.8% | Added |
| First Pacific Financial | 6,141 | $1.27M | 0.30% | +414+7.2% | Added |
| Fca Corp | 6,144 | $1.28M | 0.39% | +133+2.2% | Added |
| Wedgewood Investors Inc | 6,150 | $1.28M | 1.39% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 6,161 | $1.28M | 0.82% | −100−1.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 6,180 | $1.28M | 0.09% | +1,168+23.3% | Added |
| Dynasty Wealth Management, LLC | 6,185 | $1.28M | 0.04% | −105−1.7% | Reduced |
| Morningstar Investment Management LLC | 6,050 | $1.29M | 0.13% | −88−1.4% | Reduced |
| Atomi Financial Group, Inc. | 6,241 | $1.30M | 0.08% | +81+1.3% | Added |
| Equitable Trust Co | 6,247 | $1.30M | 0.08% | −160−2.5% | Reduced |
| Veracity Capital LLC | 6,255 | $1.30M | 0.50% | +57+0.9% | Added |
| Tower Research Capital LLC (TRC) | 6,281 | $1.30M | 0.03% | −6,978−52.6% | Reduced |
| J. Safra Sarasin Holding AG | 6,302 | $1.31M | 0.02% | −45,150−87.8% | Reduced |
| Commonwealth Retirement Investments LLC | 6,311 | $1.31M | 0.55% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 6,320 | $1.31M | 0.15% | +557+9.7% | Added |
| Proequities, Inc. | 6,339 | $1.32M | 0.08% | −109−1.7% | Reduced |
| BayBridge Capital Group, LLC | 6,341 | $1.32M | 0.95% | −84−1.3% | Reduced |
| Founders Financial Securities LLC | 6,354 | $1.32M | 0.12% | +78+1.2% | Added |
| NorthRock Partners, LLC | 6,403 | $1.33M | 0.04% | +190+3.1% | Added |
| McDaniel Terry & Co | 6,400 | $1.33M | 0.11% | −9−0.1% | Reduced |
| VeraBank, N.A. | 6,407 | $1.33M | 0.39% | −22−0.3% | Reduced |
| PKO Investment Management Joint-Stock Co | 6,412 | $1.33M | 0.16% | −9,500−59.7% | Reduced |
| Fisher Asset Management, LLC | 6,424 | $1.33M | 0.00% | −1,177−15.5% | Reduced |
| Quadcap Wealth Management, LLC | 6,452 | $1.34M | 0.21% | +919+16.6% | Added |
| Dorsey & Whitney Trust CO LLC | 6,452 | $1.34M | 0.07% | −367−5.4% | Reduced |
| Payden & Rygel | 6,500 | $1.35M | 0.10% | +1,900+41.3% | Added |
| Baker Ellis Asset Management LLC | 6,506 | $1.35M | 0.19% | −158−2.4% | Reduced |
| Secured Retirement Advisors, LLC | 6,515 | $1.35M | 0.97% | +294+4.7% | Added |
| Jaffetilchin Investment Partners, LLC | 6,577 | $1.37M | 0.10% | −99−1.5% | Reduced |
| Sky Investment Group LLC | 6,578 | $1.37M | 0.25% | +6,578 | New |
| Tandem Capital Management Corp | 6,589 | $1.37M | 0.72% | +1,028+18.5% | Added |
| Mainstay Capital Management LLC | 6,618 | $1.37M | 0.23% | +886+15.5% | Added |
| Sterling Investment Management, Inc. | 6,625 | $1.38M | 1.04% | −389−5.5% | Reduced |
| Spears Abacus Advisors LLC | 6,650 | $1.38M | 0.03% | −50−0.7% | Reduced |
| Summit Trail Advisors, LLC | 6,672 | $1.39M | 0.03% | +443+7.1% | Added |
| GAMMA Investing LLC | 6,686 | $1.39M | 0.14% | +1,286+23.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,688 | $1.39M | 0.12% | +17+0.3% | Added |
| Graypoint LLC | 6,699 | $1.39M | 0.09% | +196+3.0% | Added |
| Checchi Capital Advisers, LLC | 6,723 | $1.40M | 0.10% | −20.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,729 | $1.40M | 0.05% | −12−0.2% | Reduced |
| Centiva Capital, LP | 6,734 | $1.40M | 0.06% | +6,734 | New |
| Counterweight Ventures, LLC | 6,762 | $1.40M | 0.99% | −55−0.8% | Reduced |
| Stiles Financial Services Inc | 6,771 | $1.41M | 0.49% | +10+0.1% | Added |
| Verition Fund Management LLC | 6,777 | $1.41M | 0.01% | −1,969−22.5% | Reduced |
| Neo Ivy Capital Management | 6,778 | $1.41M | 0.46% | +6,778 | New |
| Welch Group, LLC | 6,788 | $1.41M | 0.06% | 00.0% | Unchanged |
| Unique Wealth, LLC | 6,818 | $1.42M | 0.32% | −4−0.1% | Reduced |
| Hilltop Holdings Inc. | 6,834 | $1.42M | 0.09% | +1,482+27.7% | Added |
| Legacy Bridge, LLC | 6,834 | $1.42M | 0.76% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6,912 | $1.42M | 0.00% | +4,436+179.2% | Added |
| Western Wealth Management, LLC | 6,894 | $1.43M | 0.08% | +266+4.0% | Added |
| Northwest Bancshares, Inc. | 6,932 | $1.44M | 0.25% | −121−1.7% | Reduced |
| Prairie Sky Financial Group LLC | 6,962 | $1.45M | 0.82% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 7,020 | $1.46M | 0.14% | +363+5.5% | Added |