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; 2,379 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 | 2,379 | $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 |
|---|---|---|---|---|---|
| Dumont & Blake Investment Advisors LLC | 1,877 | $389.7K | 0.10% | −1,985−51.4% | Reduced |
| Tennessee Valley Asset Management Partners | 1,891 | $392.5K | 0.06% | +7+0.4% | Added |
| Cypress Wealth Services, LLC | 1,897 | $393.8K | 0.08% | +1,897 | New |
| PFG Advisors | 1,908 | $396.1K | 0.02% | −188−9.0% | Reduced |
| Red Wave Investments LLC | 1,909 | $396.3K | 0.14% | +24+1.3% | Added |
| Stokes Family Office, LLC | 1,911 | $396.7K | 0.04% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,918 | $398.2K | 0.09% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,921 | $398.7K | 0.15% | +1,921 | New |
| Petix & Botte Co | 1,922 | $399.0K | 0.11% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 1,922 | $399.0K | 0.38% | −10−0.5% | Reduced |
| GM Advisory Group, Inc. | 1,925 | $399.7K | 0.02% | +463+31.7% | Added |
| Horan Capital Advisors, LLC. | 1,929 | $400.5K | 0.13% | −125−6.1% | Reduced |
| Trust Co of the South | 1,933 | $401.3K | 0.08% | +42+2.2% | Added |
| NFP Retirement, Inc. | 1,935 | $401.8K | 0.03% | −1,015−34.4% | Reduced |
| Smithfield Trust Co | 1,940 | $402.0K | 0.02% | −49−2.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,940 | $402.7K | 0.07% | +94+5.1% | Added |
| Cohen & Steers, Inc. | 1,943 | $403.0K | 0.00% | +37+1.9% | Added |
| Drive Wealth Management, LLC | 1,942 | $403.2K | 0.10% | −60−3.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,949 | $404.5K | 0.08% | −2−0.1% | Reduced |
| Old West Investment Management, LLC | 1,952 | $405.2K | 0.16% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 1,952 | $405.3K | 0.09% | −144−6.9% | Reduced |
| Ninety One SA (PTY) Ltd | 1,965 | $406.4K | 0.09% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 1,958 | $406.5K | 0.01% | +1,958 | New |
| Eubel Brady & Suttman Asset Management Inc | 1,966 | $408.0K | 0.05% | +315+19.1% | Added |
| Diligent Investors, LLC | 1,969 | $408.7K | 0.09% | +4+0.2% | Added |
| Notis-McConarty Edward | 1,975 | $410.0K | 0.19% | −1,900−49.0% | Reduced |
| Baker Boyer National Bank | 1,979 | $410.8K | 0.14% | 00.0% | Unchanged |
| New Hampshire Trust | 1,980 | $411.0K | 0.09% | −35−1.7% | Reduced |
| Inceptionr LLC | 1,984 | $411.9K | 0.10% | +1,984 | New |
| City State Bank | 1,986 | $412.3K | 0.15% | −10−0.5% | Reduced |
| Fiduciary Alliance LLC | 1,990 | $413.0K | 0.05% | +1,990 | New |
| Catalyst Financial Partners LLC | 1,991 | $413.3K | 0.08% | −86−4.1% | Reduced |
| Scientech Research LLC | 1,993 | $413.7K | 0.08% | +1,993 | New |
| Values First Advisors, Inc. | 2,001 | $415.5K | 0.23% | −19−0.9% | Reduced |
| Catalina Capital Group, LLC | 2,018 | $418.9K | 0.14% | +21+1.1% | Added |
| Duncan Williams Asset Management, LLC | 2,020 | $419.4K | 0.23% | −5−0.2% | Reduced |
| Midland Wealth Advisors LLC | 2,022 | $419.8K | 0.02% | −1,227−37.8% | Reduced |
| Silver Oak Securities, Inc | 2,056 | $422.6K | 0.04% | +283+16.0% | Added |
| Parkside Financial Bank & Trust | 2,038 | $423.1K | 0.06% | +44+2.2% | Added |
| Rise Advisors, LLC | 2,039 | $423.2K | 0.20% | +30+1.5% | Added |
| Argus Investors' Counsel, Inc. | 2,040 | $423.4K | 0.28% | +142+7.5% | Added |
| Sweet Financial Partners, LLC | 2,041 | $423.8K | 0.09% | −59−2.8% | Reduced |
| Resolute Wealth Strategies, LLC | 2,049 | $425.3K | 0.22% | +8+0.4% | Added |
| Crawford Investment Counsel Inc | 2,053 | $426.1K | 0.01% | +168+8.9% | Added |
| Wealth Management Partners, LLC | 2,055 | $426.6K | 0.20% | 00.0% | Unchanged |
| Philadelphia Trust Co | 2,055 | $427.0K | 0.03% | +150+7.9% | Added |
| Capital Management Associates, Inc | 2,060 | $427.7K | 0.17% | +47+2.3% | Added |
| CVA Family Office, LLC | 2,070 | $429.7K | 0.07% | +4+0.2% | Added |
| Capital Investment Advisory Services, LLC | 2,071 | $430.0K | 0.04% | −151−6.8% | Reduced |
| Assetmark, Inc | 2,077 | $431.2K | 0.00% | +191+10.1% | Added |
| David Loasby | 2,072 | $433.2K | 0.04% | −31−1.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,095 | $435.0K | 0.17% | −150−6.7% | Reduced |
| Ocean Capital Management, LLC | 2,096 | $435.1K | 0.10% | +2,096 | New |
| Merrion Investment Management Co, LLC | 2,100 | $436.0K | 0.29% | 00.0% | Unchanged |
| Holderness Investments Co | 2,100 | $436.0K | 0.10% | +85+4.2% | Added |
| Crestwood Advisors Group LLC | 2,103 | $436.5K | 0.01% | +26+1.3% | Added |
| First National Bank Sioux Falls | 2,105 | $437.0K | 0.20% | 00.0% | Unchanged |
| Private Capital Management, LLC | 2,111 | $438.2K | 0.05% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,114 | $438.8K | 0.03% | +177+9.1% | Added |
| Canopy Partners, LLC | 2,115 | $439.1K | 0.19% | −29−1.4% | Reduced |
| Alaethes Wealth LLC | 2,126 | $441.4K | 0.16% | −48−2.2% | Reduced |
| Capital Advisors, Ltd. LLC | 2,129 | $442.0K | 0.05% | +42+2.0% | Added |
| American Institute for Advanced Investment Management, LLP | 2,140 | $444.3K | 0.32% | −5−0.2% | Reduced |
| Compton Wealth Advisory Group, LLC | 2,142 | $444.7K | 0.11% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 2,149 | $446.2K | 0.02% | +2+0.1% | Added |
| MPS Loria Financial Planners, LLC | 2,154 | $447.2K | 0.13% | −30−1.4% | Reduced |
| Dogwood Wealth Management LLC | 2,168 | $450.0K | 0.26% | +201+10.2% | Added |
| Cardinal Point Capital Management, ULC | 2,172 | $450.9K | 0.08% | +2,172 | New |
| JT Stratford LLC | 2,174 | $451.3K | 0.08% | +175+8.8% | Added |
| NBT Bank N A | 2,194 | $455.5K | 0.03% | −1,233−36.0% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,212 | $459.2K | 0.21% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 2,220 | $460.9K | 0.07% | +240+12.1% | Added |
| Geneva Partners, LLC | 2,221 | $461.1K | 0.20% | +51+2.4% | Added |
| Cary Street Partners Asset Management LLC | 2,235 | $464.0K | 0.06% | −38−1.7% | Reduced |
| USA Financial Portformulas Corp | 2,245 | $466.1K | 0.07% | −5,467−70.9% | Reduced |
| Jupiter Wealth Management LLC | 2,250 | $467.1K | 0.24% | −250−10.0% | Reduced |
| Patron Partners Advisors, LLC | 2,253 | $467.8K | 0.26% | −116−4.9% | Reduced |
| Geneos Wealth Management Inc. | 2,255 | $468.1K | 0.02% | +272+13.7% | Added |
| Keystone Financial Group | 2,259 | $469.0K | 0.06% | +235+11.6% | Added |
| Ifrah Financial Services, Inc. | 2,260 | $469.2K | 0.13% | −46−2.0% | Reduced |
| Clarius Group, LLC | 2,247 | $470.2K | 0.03% | −61−2.6% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,268 | $470.8K | 0.05% | −30−1.3% | Reduced |
| Formidable Asset Management, LLC | 2,272 | $471.7K | 0.08% | −57−2.4% | Reduced |
| Moody National Bank Trust Division | 2,278 | $472.9K | 0.05% | +70+3.2% | Added |
| Stuart Chaussee & Associates, Inc. | 2,286 | $474.6K | 0.12% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 2,287 | $474.8K | 0.04% | 00.0% | Unchanged |
| Golden State Equity Partners | 2,292 | $475.8K | 0.07% | +590+34.7% | Added |
| Adell Harriman & Carpenter Inc | 2,300 | $477.5K | 0.03% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 2,301 | $477.7K | 0.08% | −77−3.2% | Reduced |
| SlateStone Wealth, LLC | 2,303 | $478.0K | 0.04% | +170+8.0% | Added |
| Cassaday & Co Wealth Management LLC | 2,305 | $478.5K | 0.01% | −10−0.4% | Reduced |
| Ledyard National Bank | 2,308 | $479.1K | 0.04% | +225+10.8% | Added |
| Hudock, Inc. | 2,327 | $483.2K | 0.08% | +10.0% | Added |
| Monumental Financial Group Inc. | 2,334 | $484.6K | 0.18% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 2,361 | $491.1K | 0.19% | +1,381+140.9% | Added |
| Roman Butler Fullerton & Co | 2,299 | $491.6K | 0.15% | +53+2.4% | Added |
| Wellington Shields Capital Management, LLC | 2,371 | $492.2K | 0.09% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,374 | $492.8K | 0.12% | 00.0% | Unchanged |
| First Nebraska Trust Co | 2,383 | $494.7K | 0.05% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,389 | $496.0K | 0.08% | +8+0.3% | Added |