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 |
|---|---|---|---|---|---|
| Abner Herrman & Brock LLC | 1,525 | $317.0K | 0.04% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,528 | $317.2K | 0.20% | −48−3.0% | Reduced |
| Arrowroot Family Office, LLC | 1,528 | $317.3K | 0.18% | −38−2.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 1,536 | $318.8K | 0.04% | −41−2.6% | Reduced |
| Chesapeake Wealth Management | 1,539 | $319.5K | 0.11% | +65+4.4% | Added |
| WSFS Capital Management, LLC | 1,551 | $321.9K | 0.02% | +110+7.6% | Added |
| Fermata Advisors, LLC | 1,559 | $323.6K | 0.07% | +129+9.0% | Added |
| Ballast Advisors LLC | 1,560 | $323.8K | 0.10% | +93+6.3% | Added |
| Berger Financial Group, Inc | 1,562 | $324.3K | 0.02% | +8+0.5% | Added |
| PBMares Wealth Management LLC | 1,566 | $325.0K | 0.07% | +364+30.3% | Added |
| Mount Yale Investment Advisors, LLC | 1,566 | $325.1K | 0.03% | −195−11.1% | Reduced |
| Dark Forest Capital Management LP | 1,570 | $325.9K | 0.04% | +415+35.9% | Added |
| Sawgrass Asset Management LLC | 1,578 | $327.6K | 0.03% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 1,578 | $328.0K | 0.12% | +16+1.0% | Added |
| Northwest Wealth Management, LLC | 1,580 | $328.0K | 0.08% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,588 | $329.7K | 0.09% | +53+3.5% | Added |
| Heartland Bank & Trust Co | 1,594 | $330.9K | 0.18% | −40−2.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,594 | $330.9K | 0.23% | +27+1.7% | Added |
| Cidel Asset Management Inc | 1,597 | $331.5K | 0.02% | −58−3.5% | Reduced |
| Cape Ann Savings Bank | 1,602 | $332.6K | 0.19% | −78−4.6% | Reduced |
| Auxier Asset Management | 1,607 | $333.6K | 0.05% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,607 | $333.7K | 0.04% | +50+3.2% | Added |
| Wetzel Investment Advisors, Inc. | 1,608 | $333.8K | 0.17% | +210+15.0% | Added |
| Dividend Assets Capital, LLC | 1,613 | $334.9K | 0.06% | 00.0% | Unchanged |
| Change Path, LLC | 1,614 | $335.1K | 0.01% | +249+18.2% | Added |
| Stockman Wealth Management, Inc. | 1,618 | $335.9K | 0.05% | −922−36.3% | Reduced |
| Arlington Trust Co LLC | 1,624 | $337.1K | 0.07% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 1,625 | $337.4K | 0.17% | +3+0.2% | Added |
| Allen Wealth Management, LLC | 1,626 | $337.6K | 0.23% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,629 | $338.2K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 1,630 | $338.4K | 0.12% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,632 | $338.8K | 0.09% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,635 | $339.4K | 0.12% | +8+0.5% | Added |
| Beese Fulmer Investment Management, Inc. | 1,635 | $339.4K | 0.03% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 1,636 | $340.0K | 0.07% | +1,636 | New |
| Pure Financial Advisors, Inc. | 1,643 | $341.1K | 0.01% | +278+20.4% | Added |
| Amplius Wealth Advisors, LLC | 1,649 | $342.3K | 0.04% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 1,649 | $342.3K | 0.01% | +1,453+741.3% | Added |
| Estabrook Capital Management | 1,650 | $342.5K | 0.05% | −6−0.4% | Reduced |
| Modern Wealth Management, LLC | 1,650 | $342.6K | 0.02% | +373+29.2% | Added |
| Lavaca Capital LLC | 1,654 | $343.4K | 0.16% | −3,094−65.2% | Reduced |
| First Business Financial Services, Inc. | 1,657 | $344.0K | 0.03% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,665 | $345.7K | 0.03% | −5−0.3% | Reduced |
| Gleason Group, Inc. | 1,666 | $345.9K | 0.06% | +6+0.4% | Added |
| PDS Planning, Inc | 1,668 | $346.3K | 0.03% | +26+1.6% | Added |
| Seeds Investor LLC | 1,679 | $348.6K | 0.13% | −350−17.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,683 | $349.3K | 0.05% | +13+0.8% | Added |
| Prairie Wealth Advisors, Inc. | 1,684 | $349.6K | 0.17% | −40−2.3% | Reduced |
| Advisory Resource Group | 1,689 | $350.6K | 0.07% | −85−4.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,690 | $350.8K | 0.13% | −1,721−50.5% | Reduced |
| Leelyn Smith, LLC | 1,692 | $351.2K | 0.06% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 1,647 | $351.6K | 0.05% | −50−2.9% | Reduced |
| Biltmore Family Office, LLC | 1,700 | $352.8K | 0.06% | +150+9.7% | Added |
| Wimmer Associates 1, LLC | 1,700 | $352.9K | 0.17% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,701 | $353.1K | 0.06% | −8−0.5% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,715 | $356.1K | 0.08% | −217−11.2% | Reduced |
| Bank of Stockton | 1,726 | $358.3K | 0.11% | −321−15.7% | Reduced |
| Forest Hill Capital, LLC | 1,730 | $359.1K | 0.27% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,732 | $359.6K | 0.04% | +2+0.1% | Added |
| Trustmark National Bank Trust Department | 1,732 | $359.6K | 0.03% | +410+31.0% | Added |
| Csenge Advisory Group | 1,701 | $360.4K | 0.02% | +19+1.1% | Added |
| Bragg Financial Advisors, Inc | 1,741 | $361.4K | 0.01% | +44+2.6% | Added |
| Larson Financial Group LLC | 1,742 | $361.7K | 0.02% | −70−3.9% | Reduced |
| Truvestments Capital LLC | 1,747 | $362.7K | 0.10% | +20+1.2% | Added |
| Brown, Lisle/Cummings, Inc. | 1,750 | $363.3K | 0.11% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,751 | $363.5K | 0.17% | −198−10.2% | Reduced |
| Prestige Wealth Management Group LLC | 1,751 | $363.6K | 0.08% | +133+8.2% | Added |
| Marcum Wealth, LLC | 1,754 | $364.1K | 0.03% | +53+3.1% | Added |
| Personal Cfo Solutions, LLC | 1,754 | $364.1K | 0.05% | +309+21.4% | Added |
| WESPAC Advisors, LLC | 1,761 | $365.6K | 0.27% | +1+0.1% | Added |
| Semanteon Capital Management, LP | 1,764 | $366.2K | 0.25% | +1,764 | New |
| Aspiriant, LLC | 1,764 | $366.2K | 0.01% | +1+0.1% | Added |
| Breed's Hill Capital LLC | 1,773 | $368.0K | 0.30% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,778 | $369.0K | 0.16% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,781 | $369.9K | 0.02% | +434+32.2% | Added |
| Secure Asset Management, LLC | 1,787 | $370.9K | 0.06% | +1,787 | New |
| Drake & Associates, LLC | 1,790 | $371.6K | 0.12% | +321+21.9% | Added |
| Sculati Wealth Management, LLC | 1,791 | $371.8K | 0.15% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 1,800 | $373.7K | 0.01% | +500+38.5% | Added |
| Southland Equity Partners LLC | 1,804 | $374.5K | 0.09% | −81−4.3% | Reduced |
| St Germain D J Co Inc | 1,817 | $377.2K | 0.02% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 1,817 | $377.3K | 0.17% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,822 | $378.2K | 0.04% | −50−2.7% | Reduced |
| Argent Financial Group, Inc. | 1,825 | $378.9K | 0.04% | +1,825 | New |
| Fosun International Ltd | 1,829 | $379.7K | 0.13% | +1,829 | New |
| First Affirmative Financial Network | 1,830 | $379.8K | 0.21% | −461−20.1% | Reduced |
| Saturna Capital CORP | 1,838 | $381.6K | 0.00% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,842 | $382.4K | 0.06% | −15−0.8% | Reduced |
| Everett Harris & Co | 1,843 | $382.6K | 0.00% | +196+11.9% | Added |
| Cynosure Management, LLC | 1,850 | $384.1K | 0.06% | +2+0.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,850 | $384.1K | 0.20% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 1,851 | $384.3K | 0.06% | +2+0.1% | Added |
| BlackDiamond Wealth Management Inc. | 1,718 | $386.1K | 0.23% | −6−0.3% | Reduced |
| LRI Investments, LLC | 1,742 | $386.2K | 0.04% | 00.0% | Unchanged |
| Rockland Trust Co | 1,861 | $386.3K | 0.02% | +13+0.7% | Added |
| FineMark National Bank & Trust | 1,864 | $387.0K | 0.01% | −266−12.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,827 | $387.1K | 0.13% | +48+2.7% | Added |
| Old North State Trust, LLC | 1,870 | $388.0K | 0.32% | 00.0% | Unchanged |
| First Western Trust Bank | 1,871 | $388.4K | 0.02% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 1,872 | $388.6K | 0.04% | +3+0.2% | Added |