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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 9,413 | $1.95M | 0.05% | +105+1.1% | Added |
| Pensionmark Financial Group, LLC | 9,413 | $1.95M | 0.06% | +6,689+245.6% | Added |
| Azzad Asset Management Inc | 9,414 | $1.95M | 0.22% | −96−1.0% | Reduced |
| Aptus Capital Advisors, LLC | 9,416 | $1.95M | 0.03% | +396+4.4% | Added |
| Valeo Financial Advisors, LLC | 9,445 | $1.96M | 0.06% | −106−1.1% | Reduced |
| Thoroughbred Financial Services, LLC | 9,455 | $1.96M | 0.13% | +82+0.9% | Added |
| Patrick M Sweeney & Associates, Inc | 9,484 | $1.97M | 1.45% | −33−0.3% | Reduced |
| Harbour Investments, Inc. | 9,491 | $1.97M | 0.06% | −43−0.5% | Reduced |
| CBOE Vest Financial, LLC | 9,504 | $1.97M | 0.04% | +6,347+201.0% | Added |
| Accretive Wealth Partners, LLC | 9,553 | $1.98M | 0.83% | −168−1.7% | Reduced |
| Bell Bank | 9,562 | $1.99M | 0.23% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 9,581 | $1.99M | 0.04% | +198+2.1% | Added |
| Canton Hathaway, LLC | 9,593 | $1.99M | 0.50% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 9,634 | $2.00M | 0.03% | +1,708+21.5% | Added |
| IHT Wealth Management, LLC | 9,661 | $2.01M | 0.06% | +857+9.7% | Added |
| Hudson Canyon Capital Management | 9,668 | $2.01M | 1.30% | 00.0% | Unchanged |
| One Capital Management, LLC | 9,681 | $2.01M | 0.06% | −830−7.9% | Reduced |
| Schulhoff & Co Inc | 9,731 | $2.02M | 0.84% | +130+1.4% | Added |
| We Are One Seven, LLC | 9,788 | $2.03M | 0.09% | −68−0.7% | Reduced |
| HMS Capital Management, LLC | 9,798 | $2.03M | 1.00% | +615+6.7% | Added |
| Focus Financial Network, Inc. | 9,860 | $2.05M | 0.08% | −389−3.8% | Reduced |
| Prospera Financial Services Inc | 9,896 | $2.06M | 0.05% | +1,894+23.7% | Added |
| Hudson Bay Capital Management LP | 10,000 | $2.08M | 0.01% | +10,000 | New |
| Ballentine Partners, LLC | 10,189 | $2.12M | 0.04% | −42−0.4% | Reduced |
| Little House Capital LLC | 10,193 | $2.12M | 0.61% | +949+10.3% | Added |
| Castle Rock Wealth Management, LLC | 10,372 | $2.14M | 0.51% | +156+1.5% | Added |
| Flagship Harbor Advisors, LLC | 10,340 | $2.15M | 0.12% | +443+4.5% | Added |
| YHB Investment Advisors, Inc. | 10,381 | $2.16M | 0.18% | −615−5.6% | Reduced |
| Leonteq Securities AG | 10,418 | $2.16M | 0.25% | +3,769+56.7% | Added |
| Garner Asset Management Corp | 10,420 | $2.16M | 0.99% | +649+6.6% | Added |
| GFS Advisors, LLC | 10,450 | $2.17M | 0.46% | +10,100+2,885.7% | Added |
| Oppenheimer Asset Management Inc. | 10,464 | $2.17M | 0.03% | +2,198+26.6% | Added |
| LMCG Investments, LLC | 10,483 | $2.18M | 0.13% | +1,828+21.1% | Added |
| TKG Advisors, LLC | 10,494 | $2.18M | 1.07% | +576+5.8% | Added |
| Ancora Advisors, LLC | 10,591 | $2.20M | 0.05% | −307−2.8% | Reduced |
| Garrett Investment Advisors LLC | 10,710 | $2.22M | 0.22% | +610+6.0% | Added |
| Weaver Capital Management LLC | 10,710 | $2.22M | 0.67% | −1,307−10.9% | Reduced |
| Rothschild Investment LLC | 10,715 | $2.22M | 0.15% | −2,461−18.7% | Reduced |
| Adirondack Trust Co | 10,781 | $2.24M | 0.86% | −71−0.7% | Reduced |
| Orser Capital Management, LLC | 10,796 | $2.24M | 1.74% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 10,813 | $2.24M | 0.16% | −959−8.1% | Reduced |
| Sonora Investment Management Group, LLC | 10,824 | $2.25M | 0.17% | +9+0.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 10,885 | $2.26M | 0.55% | +260+2.4% | Added |
| Mutual Advisors, LLC | 10,927 | $2.28M | 0.07% | +226+2.1% | Added |
| Hunter Associates Investment Management LLC | 11,043 | $2.29M | 0.36% | −162−1.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 11,087 | $2.30M | 0.10% | +733+7.1% | Added |
| WT Wealth Management | 10,835 | $2.31M | 0.74% | +495+4.8% | Added |
| Natixis | 11,206 | $2.33M | 0.01% | −397,849−97.3% | Reduced |
| Aldebaran Financial Inc. | 11,210 | $2.33M | 2.74% | +489+4.6% | Added |
| IAM Advisory, LLC | 11,215 | $2.33M | 0.59% | −101−0.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 11,215 | $2.33M | 0.09% | +92+0.8% | Added |
| Public Sector Pension Investment Board | 11,235 | $2.33M | 0.01% | +2,000+21.7% | Added |
| Insight Wealth Strategies, LLC | 11,249 | $2.34M | 0.31% | +232+2.1% | Added |
| Diversify Wealth Management, LLC | 11,112 | $2.35M | 0.23% | −3,678−24.9% | Reduced |
| Mechanics Bank Trust Department | 11,379 | $2.36M | 0.31% | −50−0.4% | Reduced |
| Koshinski Asset Management, Inc. | 11,427 | $2.37M | 0.21% | −626−5.2% | Reduced |
| Bryn Mawr Trust Co | 11,435 | $2.37M | 0.04% | +9,502+491.6% | Added |
| Aries Wealth Management | 11,471 | $2.38M | 0.65% | +2,691+30.6% | Added |
| Dohj, LLC | 11,501 | $2.38M | 0.56% | +79+0.7% | Added |
| Legacy Advisors, LLC | 11,522 | $2.39M | 0.26% | +494+4.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,574 | $2.40M | 0.06% | −42−0.4% | Reduced |
| Argyle Capital Management Inc. | 11,633 | $2.42M | 0.96% | −442−3.7% | Reduced |
| Baldwin Investment Management, LLC | 11,641 | $2.42M | 0.30% | −750−6.1% | Reduced |
| Delta Asset Management LLC | 11,663 | $2.42M | 0.21% | −532−4.4% | Reduced |
| Univest Financial Corp | 11,680 | $2.42M | 0.16% | +9,796+520.0% | Added |
| Wetherby Asset Management Inc | 11,757 | $2.44M | 0.11% | −197−1.6% | Reduced |
| Field & Main Bank | 11,770 | $2.44M | 0.87% | −50.0% | Reduced |
| South Dakota Investment Council | 11,805 | $2.45M | 0.05% | 00.0% | Unchanged |
| Papp L Roy & Associates | 11,847 | $2.46M | 0.30% | 00.0% | Unchanged |
| Horizon Investments, LLC | 11,922 | $2.48M | 0.07% | −500−4.0% | Reduced |
| Confluence Wealth Services, Inc. | 11,923 | $2.48M | 0.18% | +2,597+27.8% | Added |
| First PREMIER Bank | 11,973 | $2.48M | 0.62% | +20+0.2% | Added |
| Norris Perne & French LLP | 11,981 | $2.49M | 0.17% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 11,992 | $2.49M | 0.05% | +696+6.2% | Added |
| Nikulski Financial, Inc. | 12,007 | $2.49M | 0.75% | +1,375+12.9% | Added |
| Caldwell Trust Co | 12,019 | $2.50M | 0.26% | +361+3.1% | Added |
| Hartline Investment Corp | 12,023 | $2.50M | 0.31% | 00.0% | Unchanged |
| Trium Capital LLP | 12,031 | $2.50M | 1.15% | +3,029+33.6% | Added |
| Aviso Financial Inc. | 12,079 | $2.51M | 0.12% | +770+6.8% | Added |
| Tobam | 12,080 | $2.51M | 0.46% | +2,420+25.1% | Added |
| Syntax Research, Inc. | 12,086 | $2.51M | 1.70% | +10,081+502.8% | Added |
| LGT Group Foundation | 12,253 | $2.54M | 0.04% | +3,498+40.0% | Added |
| J.W. Cole Advisors, Inc. | 12,298 | $2.55M | 0.11% | +5,367+77.4% | Added |
| Fiduciary Trust Co | 12,394 | $2.57M | 0.04% | +7+0.1% | Added |
| American State Bank (Iowa) | 12,415 | $2.58M | 1.57% | −44−0.4% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,503 | $2.60M | 0.06% | +140+1.1% | Added |
| Lecap Asset Management Ltd | 12,604 | $2.62M | 0.56% | +12,604 | New |
| Bleakley Financial Group, LLC | 12,631 | $2.62M | 0.08% | −1,922−13.2% | Reduced |
| Stratos Wealth Partners, LTD. | 12,660 | $2.63M | 0.04% | −865−6.4% | Reduced |
| Transform Wealth, LLC | 12,693 | $2.64M | 0.17% | −236−1.8% | Reduced |
| McIlrath & Eck, LLC | 12,706 | $2.64M | 0.34% | +84+0.7% | Added |
| Waldron Private Wealth LLC | 12,727 | $2.64M | 0.11% | +46+0.4% | Added |
| Ashton Thomas Private Wealth, LLC | 12,752 | $2.65M | 0.14% | +259+2.1% | Added |
| Adapt Wealth Advisors, LLC | 12,764 | $2.65M | 1.42% | +10.0% | Added |
| Independent Financial Group, LLC | 12,805 | $2.66M | 0.10% | −1,197−8.5% | Reduced |
| Metis Global Partners, LLC | 12,815 | $2.66M | 0.08% | +261+2.1% | Added |
| Aaron Wealth Advisors | 12,860 | $2.67M | 0.32% | +226+1.8% | Added |
| Empirical Finance, LLC | 12,868 | $2.67M | 0.16% | +251+2.0% | Added |
| Prosperity Consulting Group, LLC | 12,874 | $2.67M | 0.21% | +11,663+963.1% | Added |
| Keeler Thomas Management LLC | 12,910 | $2.68M | 0.85% | −215−1.6% | Reduced |