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 |
|---|---|---|---|---|---|
| Kestra Investment Management, LLC | 1,030 | $213.8K | 0.01% | +1,030 | New |
| Alliance Wealth Advisors, LLC | 1,031 | $214.0K | 0.06% | +1,031 | New |
| Selective Wealth Management, Inc. | 1,029 | $214.7K | 0.09% | 00.0% | Unchanged |
| Stableford Capital II LLC | 1,014 | $214.8K | 0.09% | −300−22.8% | Reduced |
| Colonial River Wealth Management, LLC | 1,036 | $215.1K | 0.11% | −130−11.1% | Reduced |
| MV Capital Management, Inc. | 1,036 | $215.1K | 0.02% | +3+0.3% | Added |
| SevenBridge Financial Group, LLC | 962 | $215.2K | 0.04% | +962 | New |
| TNF LLC | 1,031 | $215.4K | 0.08% | 00.0% | Unchanged |
| Mairs & Power Inc | 1,038 | $215.5K | 0.00% | −76−6.8% | Reduced |
| Watts Gwilliam & Co., LLC | 1,034 | $215.7K | 0.05% | +1,034 | New |
| US Asset Management LLC | 957 | $216.0K | 0.19% | 00.0% | Unchanged |
| First County Bank | 1,041 | $216.1K | 0.11% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,044 | $216.7K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 1,044 | $216.8K | 0.04% | +4+0.4% | Added |
| Wealth Alliance | 1,045 | $216.9K | 0.03% | −63−5.7% | Reduced |
| Fiduciary Group LLC | 1,047 | $217.3K | 0.02% | +6+0.6% | Added |
| Ewa, LLC | 981 | $217.5K | 0.08% | +36+3.8% | Added |
| Whalerock Point Partners, LLC | 1,048 | $217.6K | 0.05% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 1,049 | $217.8K | 0.06% | −122−10.4% | Reduced |
| Charter Research & Investment Group, Inc. | 1,050 | $218.0K | 0.16% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 1,052 | $218.4K | 0.16% | 00.0% | Unchanged |
| Breakwater Capital Group | 1,053 | $218.6K | 0.04% | +18+1.7% | Added |
| Second Line Capital, LLC | 1,054 | $218.8K | 0.06% | 00.0% | Unchanged |
| Elevatus Welath Management | 1,065 | $221.1K | 0.07% | +84+8.6% | Added |
| First National Bank & Trust Co of Newtown | 1,068 | $221.7K | 0.04% | 00.0% | Unchanged |
| Rice Partnership, LLC | 1,073 | $222.8K | 0.04% | +1,073 | New |
| Bray Capital Advisors | 1,075 | $223.2K | 0.05% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,078 | $224.0K | 0.09% | −771−41.7% | Reduced |
| One Day In July LLC | 1,083 | $224.8K | 0.03% | +125+13.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,088 | $225.8K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,091 | $226.5K | 0.01% | −942−46.3% | Reduced |
| M&R Capital Management Inc | 1,092 | $226.6K | 0.05% | +11+1.0% | Added |
| Financial Guidance Group, Inc. | 1,092 | $226.7K | 0.13% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,094 | $227.0K | 0.04% | +12+1.1% | Added |
| GenTrust, LLC | 1,097 | $227.7K | 0.01% | +1,097 | New |
| Washington Trust Advisors, Inc. | 1,098 | $227.9K | 0.02% | 00.0% | Unchanged |
| S&CO Inc | 1,100 | $228.0K | 0.01% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 1,099 | $228.2K | 0.18% | +83+8.2% | Added |
| North Star Asset Management Inc | 1,100 | $228.4K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,100 | $228.4K | 0.16% | +8+0.7% | Added |
| Bridgefront Capital, LLC | 1,100 | $228.4K | 0.09% | +1,100 | New |
| German American Bancorp, Inc. | 1,102 | $228.8K | 0.02% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 1,104 | $229.3K | 0.10% | +1,104 | New |
| Excalibur Management Corp | 1,106 | $229.6K | 0.09% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,109 | $230.2K | 0.11% | +1,109 | New |
| Paradigm Financial Partners, LLC | 1,022 | $230.6K | 0.03% | +50+5.1% | Added |
| Compass Ion Advisors, LLC | 1,114 | $231.3K | 0.03% | +6+0.5% | Added |
| Consolidated Planning Corp | 1,115 | $231.5K | 0.03% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 1,116 | $231.7K | 0.04% | +50+4.7% | Added |
| Pasadena Private Wealth, LLC | 1,118 | $232.1K | 0.05% | +50+4.7% | Added |
| Facet Wealth, Inc. | 1,086 | $232.4K | 0.01% | +54+5.2% | Added |
| Ridgewood Investments LLC | 1,131 | $234.8K | 0.12% | −88−7.2% | Reduced |
| Beacon Investment Advisors LLC | 1,135 | $235.8K | 0.11% | +24+2.2% | Added |
| Gray Wealth Management Inc. | 1,148 | $238.2K | 0.09% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,150 | $238.7K | 0.02% | −73−6.0% | Reduced |
| Winch Advisory Services, LLC | 1,151 | $239.0K | 0.07% | +47+4.3% | Added |
| LaFleur & Godfrey LLC | 1,152 | $239.2K | 0.03% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 1,152 | $239.2K | 0.09% | 00.0% | Unchanged |
| Archer Investment Corp | 1,158 | $240.4K | 0.06% | +75+6.9% | Added |
| Simon Quick Advisors, LLC | 1,164 | $241.6K | 0.02% | +136+13.2% | Added |
| Winton Group Ltd | 1,165 | $241.9K | 0.02% | −2,530−68.5% | Reduced |
| Rosenberg Matthew Hamilton | 1,166 | $242.1K | 0.06% | 00.0% | Unchanged |
| Baader Bank INC | 1,234 | $242.2K | 0.02% | −7,799−86.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,168 | $242.5K | 0.06% | +6+0.5% | Added |
| Lowe Brockenbrough & Co Inc | 1,168 | $242.5K | 0.02% | +110+10.4% | Added |
| Grant Street Asset Management, Inc. | 1,169 | $242.7K | 0.07% | 00.0% | Unchanged |
| Maia Wealth LLC | 1,165 | $243.3K | 0.06% | −54−4.4% | Reduced |
| Courier Capital LLC | 1,175 | $243.9K | 0.02% | +1,175 | New |
| Rossmore Private Capital | 1,180 | $245.0K | 0.03% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,182 | $245.4K | 0.02% | 00.0% | Unchanged |
| Optas, LLC | 1,187 | $246.5K | 0.06% | +9+0.8% | Added |
| Waterloo Capital, L.P. | 1,187 | $246.5K | 0.03% | +142+13.6% | Added |
| BCJ Capital Management, LLC | 1,188 | $246.6K | 0.02% | +77+6.9% | Added |
| Brooks, Moore & Associates, Inc. | 1,188 | $246.7K | 0.15% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,190 | $247.0K | 0.03% | +173+17.0% | Added |
| First Financial Corp | 1,191 | $247.3K | 0.12% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,192 | $247.4K | 0.04% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,194 | $248.0K | 0.07% | +4+0.3% | Added |
| United Advisor Group, LLC | 1,198 | $248.7K | 0.06% | +259+27.6% | Added |
| Atlanta Consulting Group Advisors, LLC | 1,200 | $249.1K | 0.06% | +1,200 | New |
| Green Harvest Asset Management LLC | 1,204 | $249.9K | 0.01% | +1,204 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,196 | $249.9K | 0.00% | 00.0% | Unchanged |
| First Interstate Bank | 1,205 | $250.2K | 0.02% | +206+20.6% | Added |
| Hilltop National Bank | 1,208 | $250.8K | 0.08% | +185+18.1% | Added |
| Capital Planning Advisors, LLC | 1,218 | $252.9K | 0.04% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 1,220 | $253.3K | 0.04% | −22−1.8% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 1,225 | $254.0K | 0.20% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,225 | $254.3K | 0.05% | +3+0.2% | Added |
| Hamilton Capital, LLC | 1,180 | $254.7K | 0.02% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 1,228 | $254.9K | 0.29% | +99+8.8% | Added |
| Balboa Wealth Partners | 1,233 | $255.9K | 0.06% | +49+4.1% | Added |
| Moseley Investment Management Inc | 1,236 | $256.5K | 0.10% | +1+0.1% | Added |
| Wealth Management Associates, Inc. | 1,237 | $256.8K | 0.11% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,239 | $257.3K | 0.01% | +46+3.9% | Added |
| Means Investment Co., Inc. | 1,242 | $257.9K | 0.03% | +1+0.1% | Added |
| Crewe Advisors LLC | 1,244 | $258.3K | 0.03% | −10−0.8% | Reduced |
| Teza Capital Management LLC | 1,248 | $259.1K | 0.03% | +1,248 | New |
| Phillips Wealth Planners LLC | 1,217 | $259.4K | 0.25% | −25−2.0% | Reduced |
| Gen-Wealth Partners Inc | 1,209 | $259.7K | 0.11% | +31+2.6% | Added |
| West Michigan Advisors, LLC | 1,252 | $259.8K | 0.08% | +14+1.1% | Added |