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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
Cyrus J. Lawrence, LLC605$125.0K0.02%−40−6.2%Reduced
Hemington Wealth Management581$125.0K0.03%+581New
Tradewinds Capital Management, LLC606$125.8K0.03%00.0%Unchanged
CNB Bank610$126.6K0.06%00.0%Unchanged
ORG Partners LLC622$129.1K0.02%−82−11.6%Reduced
Montag A & Associates Inc634$131.6K0.01%00.0%Unchanged
Centaurus Financial, Inc.638$133.0K0.01%00.0%Unchanged
Old Point Trust & Financial Services N A647$134.3K0.05%00.0%Unchanged
Mascoma Wealth Management LLC660$137.0K0.03%00.0%Unchanged
Group One Trading, L.P.678$140.8K0.01%−529−43.8%Reduced
Riverview Trust Co680$141.2K0.12%+5+0.7%Added
Continuum Advisory, LLC638$141.4K0.02%−10−1.5%Reduced
Financial Perspectives, Inc687$142.6K0.05%00.0%Unchanged
First Community Trust NA700$145.3K0.12%00.0%Unchanged
GW&K Investment Management, LLC706$147.0K0.00%+19+2.8%Added
Delos Wealth Advisors, LLC718$149.1K0.13%+50+7.5%Added
Plato Investment Management Ltd737$152.8K0.01%+737New
Castleview Partners, LLC744$154.5K0.09%00.0%Unchanged
Clean Yield Group751$155.9K0.05%00.0%Unchanged
Valley National Advisers Inc766$159.0K0.03%−36−4.5%Reduced
Optiver Holding B.V.770$159.9K0.00%+770New
Granite FO LLC770$159.9K0.09%+770New
Barrett & Company, Inc.790$164.0K0.07%+1+0.1%Added
Catalyst Funds Management Pty Ltd800$166.1K0.04%−1,300−61.9%Reduced
Hills Bank & Trust Co800$166.1K0.01%00.0%Unchanged
Ramirez Asset Management, Inc.800$166.1K0.03%00.0%Unchanged
GHP Investment Advisors, Inc.814$168.9K0.01%+1+0.1%Added
PSI Advisors, LLC815$169.2K0.05%00.0%Unchanged
Acropolis Investment Management, LLC816$169.4K0.01%00.0%Unchanged
West Paces Advisors Inc.844$175.1K0.04%00.0%Unchanged
J.Safra Asset Management Corp892$183.3K0.02%+201+29.1%Added
Reuter James Wealth Management, LLC892$185.2K0.03%+892New
Avalon Trust Co900$186.8K0.01%−50,866−98.3%Reduced
Bullock Wealth Management Group902$187.6K0.11%−24−2.6%Reduced
Virtus Investment Advisers, Inc.945$196.2K0.15%−540−36.4%Reduced
AllSquare Wealth Management LLC945$196.2K0.11%00.0%Unchanged
Deseret Mutual Benefit Administrators948$196.8K0.10%00.0%Unchanged
Spirit of America Management Corp950$197.2K0.04%+500+111.1%Added
Mather Group, LLC.952$197.6K0.00%−873−47.8%Reduced
Harbor Investment Advisory, LLC963$199.9K0.02%−4−0.4%Reduced
Main Street Research LLC965$200.4K0.01%−47−4.6%Reduced
Circle Wealth Management, LLC966$200.5K0.00%00.0%Unchanged
Madden Securities Corp966$200.5K0.09%00.0%Unchanged
ABN AMRO Bank N.V.972$200.7K0.00%00.0%Unchanged
BCS Wealth Management967$201.0K0.09%−20−2.0%Reduced
Symmetry Partners, LLC969$201.2K0.05%−2,201−69.4%Reduced
Profit Investment Management, LLC969$201.2K0.16%00.0%Unchanged
TCI Wealth Advisors, Inc.969$201.2K0.02%+2+0.2%Added
Bath Savings Trust Co973$202.0K0.02%+973New
Sage Advisors, LLC973$202.0K0.16%+973New
New Century Financial Group, LLC978$203.0K0.07%−44−4.3%Reduced
Gables Capital Management Inc.979$203.2K0.10%00.0%Unchanged
MinichMacGregor Wealth Management, LLC981$203.7K0.04%00.0%Unchanged
Altus Wealth Group LLC982$203.9K0.09%+7+0.7%Added
Diametric Capital, LP985$204.5K0.10%−2,065−67.7%Reduced
First Financial Bankshares Inc985$204.5K0.00%+985New
TRUE Private Wealth Advisors985$204.5K0.02%−1,513−60.6%Reduced
Asset Dedication, LLC985$204.6K0.01%00.0%Unchanged
One Wealth Advisors, LLC986$204.7K0.03%+1+0.1%Added
RAM Investment Partners, LLC988$205.1K0.05%+12+1.2%Added
Centurion Wealth Management LLC989$205.4K0.07%+989New
Gratus Wealth Advisors, LLC1,000$205.4K0.03%−43−4.1%Reduced
Sunbelt Securities, Inc.990$205.6K0.02%+164+19.9%Added
Semus Wealth Partners LLC992$206.0K0.14%−243−19.7%Reduced
Childress Capital Advisors, LLC997$207.1K0.06%+28+2.9%Added
Enterprise Financial Services Corp998$207.2K0.12%−325−24.6%Reduced
Human Investing LLC998$207.2K0.04%−8−0.8%Reduced
Mission Wealth Management, LP999$207.3K0.01%+8+0.8%Added
Websterrogers Financial Advisors, LLC1,000$207.6K0.07%−18−1.8%Reduced
Birmingham Capital Management Co Inc1,000$207.6K0.08%00.0%Unchanged
Sterneck Capital Management, LLC1,000$207.6K0.11%00.0%Unchanged
Alta Advisers Ltd1,000$207.6K0.09%00.0%Unchanged
Knuff & Co LLC1,000$207.6K0.06%00.0%Unchanged
Clay Northam Wealth Management, LLC1,000$207.6K0.14%00.0%Unchanged
WealthPlan Investment Management, LLC1,000$207.6K0.02%00.0%Unchanged
Meridian Financial Partners LLC1,000$208.0K0.11%00.0%Unchanged
TSFG, LLC1,001$208.0K0.05%+12+1.2%Added
Five Oceans Advisors1,004$208.4K0.10%+1,004New
Aprio Wealth Management, LLC1,007$209.0K0.03%+5+0.5%Added
Quent Capital, LLC1,009$209.1K0.02%−41−3.9%Reduced
Rodgers Brothers Inc.1,008$209.2K0.03%00.0%Unchanged
Cromwell Holdings LLC1,010$209.7K0.13%00.0%Unchanged
Ethos Financial Group, LLC1,011$210.0K0.03%+2+0.2%Added
Patten & Patten Inc1,012$210.0K0.01%+20+2.0%Added
Greenwood Gearhart Inc1,012$210.1K0.02%00.0%Unchanged
Seed Wealth Management, Inc.1,012$210.1K0.17%00.0%Unchanged
NatWest Group plc1,013$210.3K0.06%00.0%Unchanged
Key Client Fiduciary Advisors, LLC1,013$210.3K0.10%+8+0.8%Added
Premier Path Wealth Partners, LLC1,013$210.4K0.03%−36−3.4%Reduced
Paces Ferry Wealth Advisors, LLC1,014$210.6K0.12%+30+3.0%Added
D. Scott Neal, Inc.1,017$211.1K0.11%00.0%Unchanged
Planning Directions Inc1,017$211.1K0.13%+4+0.4%Added
Navellier & Associates Inc1,020$211.7K0.03%+2+0.2%Added
Fi3 FINANCIAL ADVISORS, LLC1,020$211.8K0.08%−169−14.2%Reduced
Sweeney & Michel, LLC1,000$212.8K0.08%00.0%Unchanged
Farmers Trust Co1,026$213.0K0.04%+1,026New
Fairhaven Wealth Management, LLC1,028$213.3K0.07%+1+0.1%Added
Camden National Bank1,028$213.4K0.03%−37−3.5%Reduced
Grimes & Company, Inc.1,029$213.6K0.01%+1,029New
Leisure Capital Management1,029$213.6K0.09%00.0%Unchanged