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 |
|---|---|---|---|---|---|
| Commonwealth Financial Services, LLC | 1,251 | $260.1K | 0.05% | +3+0.2% | Added |
| Tucker Asset Management LLC | 1,254 | $260.3K | 0.06% | −451−26.5% | Reduced |
| Principal Street Partners, LLC | 1,243 | $261.1K | 0.04% | −2,011−61.8% | Reduced |
| Vectors Research Management, LLC | 1,265 | $262.0K | 0.08% | −7−0.6% | Reduced |
| Visionary Wealth Advisors | 1,267 | $263.0K | 0.02% | −22−1.7% | Reduced |
| First National Corp | 1,269 | $263.4K | 0.06% | −210−14.2% | Reduced |
| Winthrop Advisory Group LLC | 1,270 | $263.8K | 0.03% | +2+0.2% | Added |
| Hurlow Wealth Management Group, Inc. | 1,273 | $264.3K | 0.08% | −1−0.1% | Reduced |
| Mirador Capital Partners LP | 1,273 | $264.3K | 0.05% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 1,276 | $264.9K | 0.15% | −75−5.6% | Reduced |
| Fort Pitt Capital Group, LLC | 1,276 | $264.9K | 0.01% | +1,276 | New |
| Trilogy Capital Inc. | 1,278 | $265.3K | 0.01% | −78−5.8% | Reduced |
| Grove Bank & Trust | 1,278 | $265.3K | 0.04% | +78+6.5% | Added |
| Providence First Trust Co | 1,285 | $266.9K | 0.11% | +1,285 | New |
| Sax Wealth Advisors, LLC | 1,287 | $267.1K | 0.02% | +170+15.2% | Added |
| D L Carlson Investment Group Inc | 1,292 | $268.2K | 0.05% | +2+0.2% | Added |
| Genesee Capital Advisors, LLC | 1,294 | $268.7K | 0.13% | +4+0.3% | Added |
| Essex Savings Bank | 1,295 | $268.8K | 0.07% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,299 | $269.7K | 0.02% | +33+2.6% | Added |
| Headinvest, LLC | 1,300 | $269.9K | 0.05% | −9−0.7% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,300 | $269.9K | 0.25% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 1,303 | $270.4K | 0.03% | +32+2.5% | Added |
| SignalPoint Asset Management, LLC | 1,318 | $270.9K | 0.06% | +110+9.1% | Added |
| New Covenant Trust Company, N.A. | 1,319 | $271.1K | 0.26% | +205+18.4% | Added |
| Ironsides Asset Advisors, LLC | 1,309 | $271.7K | 0.08% | 00.0% | Unchanged |
| Weaver Consulting Group | 1,323 | $274.7K | 0.09% | +300+29.3% | Added |
| Quantum Private Wealth, LLC | 1,324 | $274.9K | 0.09% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 1,330 | $276.0K | 0.02% | −32−2.3% | Reduced |
| Diamant Asset Management, Inc. | 1,330 | $276.1K | 0.17% | −70−5.0% | Reduced |
| Creative Financial Designs Inc | 1,335 | $277.2K | 0.02% | −493−27.0% | Reduced |
| Davis R M Inc | 1,337 | $277.6K | 0.01% | 00.0% | Unchanged |
| Lynx Investment Advisory | 1,338 | $277.8K | 0.20% | +30+2.3% | Added |
| Freestone Capital Holdings, LLC | 1,343 | $278.8K | 0.01% | +54+4.2% | Added |
| Summit Asset Management, LLC | 1,343 | $278.9K | 0.05% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 1,349 | $280.1K | 0.25% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,354 | $281.1K | 0.11% | +97+7.7% | Added |
| Beaird Harris Wealth Management, LLC | 1,355 | $281.3K | 0.02% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 1,357 | $281.7K | 0.01% | −47−3.3% | Reduced |
| First Command Advisory Services, Inc. | 1,357 | $281.7K | 0.00% | −314−18.8% | Reduced |
| Angeles Investment Advisors, LLC | 1,358 | $281.9K | 0.01% | −61−4.3% | Reduced |
| Ade, LLC | 1,358 | $281.9K | 0.17% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,362 | $282.7K | 0.13% | +1+0.1% | Added |
| World Equity Group, Inc. | 1,363 | $283.0K | 0.10% | +50+3.8% | Added |
| Sage Mountain Advisors LLC | 1,364 | $283.1K | 0.02% | −53−3.7% | Reduced |
| Corton Capital Inc. | 1,366 | $283.6K | 0.14% | +1,366 | New |
| Essex Private Wealth Management, LLC | 1,370 | $284.4K | 0.67% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,370 | $284.4K | 0.03% | +135+10.9% | Added |
| Manchester Capital Management LLC | 1,373 | $285.0K | 0.03% | −63−4.4% | Reduced |
| Flputnam Investment Management Co | 1,379 | $286.3K | 0.01% | −100−6.8% | Reduced |
| Northstar Asset Management LLC | 1,380 | $286.5K | 0.07% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 1,343 | $286.7K | 0.13% | −2,701−66.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,383 | $287.0K | 0.07% | +1+0.1% | Added |
| Burney Co | 1,394 | $289.4K | 0.01% | +75+5.7% | Added |
| Hazlett, Burt & Watson, Inc. | 1,396 | $290.0K | 0.13% | +16+1.2% | Added |
| TFC Financial Management | 1,399 | $290.4K | 0.05% | +266+23.5% | Added |
| Berkeley Capital Partners, LLC | 1,401 | $290.9K | 0.08% | −3−0.2% | Reduced |
| Wendell David Associates Inc | 1,403 | $291.0K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,405 | $291.8K | 0.06% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,407 | $292.1K | 0.09% | +38+2.8% | Added |
| Carnegie Lake Advisors LLC | 1,412 | $293.0K | 0.12% | +1,412 | New |
| Strategic Financial Services, Inc, | 1,413 | $293.3K | 0.02% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,415 | $293.8K | 0.01% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,433 | $294.0K | 0.00% | −46−3.1% | Reduced |
| Pallas Capital Advisors LLC | 1,409 | $294.4K | 0.01% | +60+4.4% | Added |
| McAdam, LLC | 1,418 | $294.4K | 0.02% | +98+7.4% | Added |
| Powell Investment Advisors, LLC | 1,427 | $296.2K | 0.14% | 00.0% | Unchanged |
| Blossom Wealth Management | 1,427 | $296.2K | 0.60% | +62+4.5% | Added |
| MBB Public Markets I LLC | 1,440 | $298.9K | 0.03% | −27,457−95.0% | Reduced |
| Westmount Partners, LLC | 1,444 | $299.7K | 0.09% | −9−0.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,445 | $300.1K | 0.01% | +36+2.6% | Added |
| Insight Advisors, LLC | 1,447 | $300.4K | 0.05% | +14+1.0% | Added |
| AlphaStar Capital Management, LLC | 1,449 | $300.7K | 0.02% | +267+22.6% | Added |
| FinTrust Capital Advisors, LLC | 1,449 | $300.8K | 0.05% | +250+20.9% | Added |
| Blackston Financial Advisory Group, LLC | 1,453 | $301.4K | 0.16% | +185+14.6% | Added |
| Perennial Investment Advisors, LLC | 1,453 | $301.6K | 0.04% | +18+1.3% | Added |
| Camden Capital, LLC | 1,455 | $302.1K | 0.03% | −70−4.6% | Reduced |
| Somerville Kurt F | 1,460 | $303.1K | 0.05% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 1,462 | $303.6K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,465 | $304.1K | 0.16% | +41+2.9% | Added |
| Vaughan David Investments LLC | 1,470 | $305.0K | 0.01% | −190−11.4% | Reduced |
| Annex Advisory Services, LLC | 1,470 | $305.1K | 0.01% | −126−7.9% | Reduced |
| D.B. Root & Company, LLC | 1,472 | $305.7K | 0.10% | +130+9.7% | Added |
| Grandfield & Dodd, LLC | 1,475 | $306.2K | 0.02% | 00.0% | Unchanged |
| Vigilare Wealth Management | 1,479 | $307.2K | 0.12% | −1−0.1% | Reduced |
| D'Orazio & Associates, Inc. | 1,486 | $308.4K | 0.04% | −28−1.8% | Reduced |
| Phoenix Holdings Ltd. | 1,486 | $308.7K | 0.00% | +129+9.5% | Added |
| Total Clarity Wealth Management, Inc. | 1,493 | $309.9K | 0.10% | −185−11.0% | Reduced |
| LWM Advisory Services, LLC | 1,500 | $311.4K | 0.23% | 00.0% | Unchanged |
| HC Advisors, LLC | 1,500 | $311.4K | 0.26% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,501 | $311.6K | 0.23% | −260−14.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,504 | $312.2K | 0.09% | −98−6.1% | Reduced |
| Sherbrooke Park Advisers LLC | 1,505 | $312.4K | 0.07% | +1,505 | New |
| Obsidian Personal Planning Solutions LLC | 1,450 | $313.0K | 0.16% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 1,513 | $314.2K | 0.07% | −6,767−81.7% | Reduced |
| Allegheny Financial Group LTD | 1,514 | $314.2K | 0.08% | +1,514 | New |
| EntryPoint Capital, LLC | 1,514 | $314.3K | 0.18% | −594−28.2% | Reduced |
| MBA Advisors LLC | 1,521 | $315.8K | 0.15% | +179+13.3% | Added |
| Congress Wealth Management LLC | 1,523 | $316.3K | 0.00% | +154+11.2% | Added |
| Ridgecrest Wealth Partners, LLC | 1,525 | $316.6K | 0.17% | 00.0% | Unchanged |
| Aviso Wealth Management | 1,525 | $316.6K | 0.17% | −362−19.2% | Reduced |