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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 2,390 | $496.2K | 0.08% | +167+7.5% | Added |
| Cornerstone Advisory, LLC | 2,391 | $496.3K | 0.07% | −29−1.2% | Reduced |
| Alta Capital Management LLC | 2,400 | $498.2K | 0.03% | −2,600−52.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,400 | $498.2K | 0.21% | 00.0% | Unchanged |
| Cannon Wealth Management Services, LLC | 2,401 | $498.4K | 0.46% | +2,401 | New |
| Clearview Wealth Advisors LLC | 2,421 | $502.6K | 0.39% | −67−2.7% | Reduced |
| KPP Advisory Services LLC | 2,422 | $502.8K | 0.12% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,424 | $503.2K | 0.04% | −36−1.5% | Reduced |
| AdvisorNet Financial, Inc | 2,430 | $504.4K | 0.04% | −5,134−67.9% | Reduced |
| Johnson Bixby & Associates, LLC | 2,433 | $505.0K | 0.08% | +433+21.7% | Added |
| Viawealth, LLC | 2,440 | $506.5K | 0.30% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 2,455 | $509.6K | 0.12% | −25−1.0% | Reduced |
| Mattern Capital Management, LLC | 2,464 | $511.5K | 0.06% | +390+18.8% | Added |
| Summit Financial Wealth Advisors, LLC | 2,474 | $513.6K | 0.10% | −5−0.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 2,484 | $515.6K | 0.24% | +976+64.7% | Added |
| Stablepoint Partners, LLC | 2,489 | $516.7K | 0.09% | −20−0.8% | Reduced |
| Latitude Advisors, LLC | 2,499 | $518.7K | 0.29% | +3+0.1% | Added |
| Parthenon LLC | 2,500 | $519.0K | 0.06% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,518 | $522.7K | 0.04% | 00.0% | Unchanged |
| Verdad Advisers, LP | 2,519 | $522.9K | 0.70% | +2,519 | New |
| Weinberger Asset Management, Inc | 2,531 | $525.4K | 0.22% | −10−0.4% | Reduced |
| Amica Retiree Medical Trust | 2,535 | $526.0K | 0.44% | +2,535 | New |
| Sanders Morris Harris LLC | 2,542 | $527.7K | 0.09% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 2,546 | $528.5K | 0.03% | +230+9.9% | Added |
| Creekmur Asset Management LLC | 2,554 | $530.3K | 0.12% | −14−0.5% | Reduced |
| Zullo Investment Group, Inc. | 2,561 | $531.7K | 0.22% | −17−0.7% | Reduced |
| Old Second National Bank of Aurora | 2,566 | $532.7K | 0.13% | +103+4.2% | Added |
| Cyndeo Wealth Partners, LLC | 2,567 | $532.9K | 0.04% | +185+7.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,577 | $534.9K | 0.01% | +209+8.8% | Added |
| Canandaigua National Bank & Trust Co | 2,586 | $536.9K | 0.05% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 2,581 | $538.6K | 0.20% | +66+2.6% | Added |
| Global Assets Advisory, LLC | 2,592 | $538.9K | 0.29% | +2,592 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,596 | $538.9K | 0.07% | +311+13.6% | Added |
| Gotham Asset Management, LLC | 2,596 | $538.9K | 0.01% | +409+18.7% | Added |
| Fiduciary Family Office, LLC | 2,597 | $539.1K | 0.18% | +2,597 | New |
| Advisors Preferred, LLC | 2,593 | $539.2K | 0.08% | −40,504−94.0% | Reduced |
| Waverton Investment Management Ltd | 2,600 | $539.4K | 0.01% | −500−16.1% | Reduced |
| Forum Financial Management, LP | 2,601 | $540.0K | 0.01% | +12+0.5% | Added |
| Ti-Trust, Inc | 2,603 | $540.4K | 0.39% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 2,604 | $540.5K | 0.19% | −37−1.4% | Reduced |
| Van Cleef Asset Management,Inc | 2,610 | $541.8K | 0.06% | +2+0.1% | Added |
| KLCM Advisors, Inc. | 2,628 | $545.6K | 0.06% | −50−1.9% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 2,631 | $546.3K | 0.18% | +49+1.9% | Added |
| Herold Advisors, Inc. | 2,638 | $547.8K | 0.12% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 2,646 | $549.3K | 0.47% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 2,646 | $549.4K | 0.08% | +10.0% | Added |
| Gs Investments, Inc. | 2,650 | $550.1K | 0.24% | −25−0.9% | Reduced |
| Hohimer Wealth Management, LLC | 2,650 | $550.1K | 0.12% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 2,654 | $551.0K | 0.30% | +2,654 | New |
| Fort Point Capital Partners LLC | 2,665 | $553.3K | 0.07% | −19−0.7% | Reduced |
| Connecticut Wealth Management, LLC | 2,668 | $553.8K | 0.03% | +405+17.9% | Added |
| Am Investment Strategies LLC | 2,669 | $554.0K | 0.13% | +39+1.5% | Added |
| Primoris Wealth Advisors, LLC | 2,673 | $554.9K | 0.40% | −25−0.9% | Reduced |
| Pitcairn Co | 2,673 | $554.9K | 0.03% | −464−14.8% | Reduced |
| Cahaba Wealth Management, Inc. | 2,682 | $556.9K | 0.05% | +10.0% | Added |
| Apella Capital, LLC | 2,690 | $557.7K | 0.02% | +10.0% | Added |
| Court Place Advisors, LLC | 2,703 | $561.1K | 0.16% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 2,706 | $561.8K | 0.03% | +2,706 | New |
| Atwood & Palmer Inc | 2,707 | $562.0K | 0.04% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,715 | $563.6K | 0.19% | +139+5.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,725 | $565.7K | 0.06% | 00.0% | Unchanged |
| Simmons Bank | 2,732 | $567.2K | 0.04% | −121−4.2% | Reduced |
| Modera Wealth Management, LLC | 2,738 | $568.4K | 0.01% | −5−0.2% | Reduced |
| Tradition Wealth Management, LLC | 2,741 | $569.1K | 0.05% | −26−0.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 2,743 | $569.4K | 0.19% | −281−9.3% | Reduced |
| Falcon Wealth Planning | 2,763 | $573.6K | 0.07% | −12−0.4% | Reduced |
| Trust Point Inc. | 2,768 | $574.6K | 0.04% | −28−1.0% | Reduced |
| Sawyer & Company, Inc | 2,768 | $575.0K | 0.21% | −2−0.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,771 | $575.3K | 0.03% | +1,048+60.8% | Added |
| Meridian Financial, LLC | 2,771 | $575.3K | 0.38% | 00.0% | Unchanged |
| KWB Wealth | 2,738 | $584.1K | 0.08% | −971−26.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,810 | $584.3K | 0.11% | +485+20.9% | Added |
| Heritage Wealth Advisors | 2,819 | $585.2K | 0.03% | +54+2.0% | Added |
| Mendel Money Management | 2,820 | $585.4K | 0.25% | +30+1.1% | Added |
| Arete Wealth Advisors, LLC | 2,826 | $586.0K | 0.05% | −1,007−26.3% | Reduced |
| Gladstone Institutional Advisory LLC | 2,849 | $591.5K | 0.03% | −675−19.2% | Reduced |
| Avidian Wealth Solutions, LLC | 2,853 | $592.2K | 0.03% | −820−22.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,853 | $592.3K | 0.06% | −25−0.9% | Reduced |
| Tributary Capital Management, LLC | 2,855 | $592.7K | 0.05% | −80−2.7% | Reduced |
| Schechter Investment Advisors, LLC | 2,859 | $593.5K | 0.04% | −210−6.8% | Reduced |
| Northwest Investment Counselors, LLC | 2,870 | $595.8K | 0.13% | +58+2.1% | Added |
| Successful Portfolios LLC | 2,870 | $595.9K | 0.40% | −115−3.9% | Reduced |
| Appleton Partners Inc | 2,876 | $597.0K | 0.04% | +34+1.2% | Added |
| Kovack Advisors, Inc. | 2,883 | $598.5K | 0.06% | −215−6.9% | Reduced |
| Foundations Investment Advisors, LLC | 2,893 | $600.7K | 0.01% | +697+31.7% | Added |
| Xcel Wealth Management, LLC | 2,900 | $602.0K | 0.18% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 2,902 | $602.5K | 0.22% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 2,902 | $602.5K | 0.28% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,934 | $609.0K | 0.06% | +23+0.8% | Added |
| Auxano Advisors, LLC | 2,939 | $610.1K | 0.16% | 00.0% | Unchanged |
| HTLF Bank | 2,943 | $611.0K | 0.07% | −235−7.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,943 | $611.0K | 0.02% | +298+11.3% | Added |
| Zacks Investment Management | 2,948 | $612.0K | 0.01% | −29,602−90.9% | Reduced |
| Joel Isaacson & Co., LLC | 2,970 | $616.6K | 0.03% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 2,974 | $617.4K | 0.35% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,986 | $619.9K | 0.17% | +2+0.1% | Added |
| Newbridge Financial Services Group, Inc. | 2,987 | $620.1K | 0.22% | +461+18.3% | Added |
| Mechanics Financial Corp | 2,996 | $622.0K | 0.27% | −20−0.7% | Reduced |
| TCM Advisors, LLC | – | $622.8K | 0.51% | – | – |
| Moloney Securities Asset Management, LLC | 3,015 | $625.9K | 0.08% | −10.0% | Reduced |