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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,378 | $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 |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 130 | $27.0K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 130 | $27.0K | 0.02% | +83+176.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 132 | $27.4K | 0.04% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 137 | $28.4K | 0.00% | −63−31.5% | Reduced |
| Hexagon Capital Partners LLC | 137 | $28.4K | 0.01% | −62−31.2% | Reduced |
| Financial Management Professionals, Inc. | 144 | $30.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 145 | $30.1K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 157 | $32.6K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 160 | $33.2K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 161 | $33.6K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 166 | $34.0K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 207 | $34.0K | 0.04% | −6−2.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 164 | $34.0K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 164 | $34.0K | 0.03% | +72+78.3% | Added |
| Beacon Capital Management, LLC | 173 | $35.9K | 0.01% | −8−4.4% | Reduced |
| Raffa Wealth Management, LLC | 174 | $36.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 166 | $36.4K | 0.01% | −132−44.3% | Reduced |
| Fairscale Capital, LLC | 176 | $36.5K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 179 | $37.2K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 180 | $37.3K | 0.02% | +1+0.6% | Added |
| Godsey & Gibb Associates | 180 | $37.4K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 180 | $37.4K | 0.01% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 180 | $37.4K | 0.01% | +180 | New |
| WealthCollab, LLC | 184 | $38.2K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 187 | $38.8K | 0.01% | +1+0.5% | Added |
| Cassady Schiller Wealth Management, LLC | 190 | $39.4K | 0.01% | 00.0% | Unchanged |
| Kepos Capital LP | 194 | $40.0K | 0.02% | −39−16.7% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 199 | $41.3K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 200 | $41.5K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 200 | $41.5K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 200 | $41.5K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 202 | $41.8K | 0.03% | +1+0.5% | Added |
| SOA Wealth Advisors, LLC. | 205 | $42.5K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 205 | $42.6K | 0.00% | +205 | New |
| DSM Capital Partners LLC | 211 | $43.8K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 211 | $43.8K | 0.02% | +72+51.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 219 | $45.5K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 225 | $46.7K | 0.00% | −29−11.4% | Reduced |
| Country Trust Bank | 225 | $46.7K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 234 | $48.6K | 0.01% | +234 | New |
| SJS Investment Consulting Inc. | 234 | $48.6K | 0.01% | +200+588.2% | Added |
| Trifecta Capital Advisors, LLC | 242 | $50.2K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 245 | $50.9K | 0.03% | +84+52.2% | Added |
| Westside Investment Management, Inc. | 245 | $51.0K | 0.01% | −24−8.9% | Reduced |
| Kennebec Savings Bank | 267 | $55.4K | 0.05% | +267 | New |
| Bogart Wealth, LLC | 268 | $55.7K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 279 | $57.9K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 280 | $58.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 283 | $58.8K | 0.02% | +3+1.1% | Added |
| Studio Investment Management LLC | 285 | $59.2K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 288 | $59.8K | 0.02% | +8+2.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 290 | $60.3K | 0.03% | +290 | New |
| Security National Bank | 291 | $60.4K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 292 | $61.0K | 0.00% | +1+0.3% | Added |
| FSA Wealth Management LLC | 306 | $63.5K | 0.03% | +306 | New |
| HBC Financial Services, PLLC | 300 | $64.0K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 313 | $65.0K | 0.00% | −26−7.7% | Reduced |
| Global Trust Asset Management, LLC | 314 | $65.2K | 0.02% | +311+10,366.7% | Added |
| Annapolis Financial Services, LLC | 325 | $67.5K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 329 | $68.3K | 0.02% | −900−73.2% | Reduced |
| Financial Freedom, LLC | 340 | $70.7K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 341 | $70.9K | 0.04% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 360 | $74.7K | 0.05% | +6+1.7% | Added |
| JFS Wealth Advisors, LLC | 364 | $75.6K | 0.01% | +133+57.6% | Added |
| Itau Unibanco Holding S.A. | 369 | $76.6K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 370 | $77.0K | 0.03% | −40−9.8% | Reduced |
| Key Financial Inc | 380 | $78.9K | 0.02% | +2+0.5% | Added |
| McMahon Financial Advisors, LLC | 385 | $79.9K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 388 | $80.5K | 0.05% | −27−6.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 390 | $81.0K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 401 | $83.2K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 413 | $85.8K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 419 | $87.0K | 0.03% | −264−38.7% | Reduced |
| Ashton Thomas Securities, LLC | 428 | $88.9K | 0.02% | +428 | New |
| Versant Capital Management, Inc | 435 | $90.3K | 0.02% | −183−29.6% | Reduced |
| Laurel Wealth Advisors LLC | 436 | $90.5K | 0.01% | +292+202.8% | Added |
| CoreFirst Bank & Trust | 440 | $91.3K | 0.05% | +440 | New |
| SRS Capital Advisors, Inc. | 445 | $92.4K | 0.01% | +5+1.1% | Added |
| Concord Wealth Partners | 447 | $92.7K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 449 | $93.2K | 0.01% | −130−22.5% | Reduced |
| Darwin Advisors, LLC | 450 | $93.4K | 0.03% | +450 | New |
| Citizens National Bank Trust Department | 450 | $93.4K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 459 | $95.3K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 467 | $97.0K | 0.00% | +157+50.6% | Added |
| Magellan Asset Management Ltd | 479 | $99.4K | 0.00% | −190−28.4% | Reduced |
| Wiser Advisor Group LLC | 480 | $99.7K | 0.15% | +1+0.2% | Added |
| Pacifica Partners Inc. | 487 | $101.1K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 493 | $102.3K | 0.03% | −27−5.2% | Reduced |
| ZRC Wealth Management, LLC | 500 | $103.8K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 503 | $104.4K | 0.01% | +17+3.5% | Added |
| TruNorth Capital Management, LLC | 515 | $106.9K | 0.03% | +85+19.8% | Added |
| Garde Capital, Inc. | 533 | $111.0K | 0.01% | +1+0.2% | Added |
| Oarsman Capital, Inc. | 551 | $114.4K | 0.02% | +551 | New |
| Covestor Ltd | 563 | $117.0K | 0.07% | −3−0.5% | Reduced |
| Salomon & Ludwin, LLC | 569 | $118.1K | 0.01% | +116+25.6% | Added |
| Essex Investment Management Co LLC | 571 | $118.5K | 0.02% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 579 | $120.2K | 0.05% | +579 | New |
| Briaud Financial Planning, Inc | 585 | $121.0K | 0.06% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 590 | $122.5K | 0.06% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 600 | $123.3K | 0.02% | −67−10.0% | Reduced |