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 |
|---|---|---|---|---|---|
| Legacy Capital Group California, Inc. | 3,019 | $626.7K | 0.21% | −158−5.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,023 | $627.7K | 0.02% | +566+23.0% | Added |
| EverSource Wealth Advisors, LLC | 3,042 | $631.7K | 0.04% | +275+9.9% | Added |
| Meyer Handelman Co | 3,050 | $633.2K | 0.02% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,056 | $634.4K | 0.05% | +9+0.3% | Added |
| Glenview Trust Co | 3,063 | $635.9K | 0.01% | +271+9.7% | Added |
| Shoker Investment Counsel, Inc. | 3,063 | $636.0K | 0.21% | +2+0.1% | Added |
| Allianz SE | 3,067 | $636.7K | 0.02% | −4,647−60.2% | Reduced |
| STAR Financial Bank | 3,067 | $636.7K | 0.43% | −480−13.5% | Reduced |
| Keel Point, LLC | 3,081 | $639.5K | 0.05% | +26+0.9% | Added |
| Peoples Financial Services Corp. | 3,082 | $639.8K | 0.29% | −39−1.2% | Reduced |
| TrinityPoint Wealth, LLC | 3,086 | $640.7K | 0.09% | +151+5.1% | Added |
| Morton Capital Management LLC | 3,088 | $641.1K | 0.13% | +24+0.8% | Added |
| Boston Research & Management Inc | 3,090 | $641.5K | 0.15% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 3,095 | $642.0K | 0.18% | +234+8.2% | Added |
| Baker Tilly Wealth Management, LLC | 3,095 | $642.6K | 0.28% | −513−14.2% | Reduced |
| Orrstown Financial Services Inc | 3,097 | $642.9K | 0.19% | +3,097 | New |
| Orleans Capital Management Corp | 3,117 | $647.1K | 0.37% | −100−3.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,128 | $649.4K | 0.02% | −134−4.1% | Reduced |
| Verdence Capital Advisors LLC | 3,139 | $651.6K | 0.05% | +7+0.2% | Added |
| CoreCap Advisors, LLC | 3,145 | $652.9K | 0.03% | +404+14.7% | Added |
| Evergreen Capital Management LLC | 3,153 | $654.6K | 0.02% | −213−6.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,161 | $656.0K | 0.15% | +129+4.3% | Added |
| Vise Technologies, Inc. | 3,179 | $660.0K | 0.08% | +3,179 | New |
| Eldridge Investment Advisors, Inc. | 3,177 | $660.0K | 0.15% | 00.0% | Unchanged |
| Vancity Investment Management Ltd | 3,192 | $663.0K | 0.08% | +3,192 | New |
| SGL Investment Advisors, Inc. | 2,991 | $663.2K | 0.34% | +2,991 | New |
| Claro Advisors LLC | 3,197 | $663.6K | 0.09% | +379+13.4% | Added |
| GTS Securities LLC | 3,202 | $664.7K | 0.01% | +3,202 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,207 | $665.8K | 0.14% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 3,231 | $670.8K | 0.01% | +3,231 | New |
| SL Advisors, LLC | 3,235 | $671.6K | 1.21% | +13+0.4% | Added |
| Stony Point Wealth Management Inc. | 3,237 | $672.0K | 0.28% | −35−1.1% | Reduced |
| Verus Capital Partners, LLC | 3,248 | $674.2K | 0.07% | +44+1.4% | Added |
| Walter & Keenan Financial Consulting Co | 3,248 | $674.3K | 0.20% | +3+0.1% | Added |
| Cozad Asset Management Inc | 3,253 | $675.3K | 0.06% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,254 | $675.6K | 0.02% | −1,163−26.3% | Reduced |
| 9258 Wealth Management, LLC | 3,267 | $678.2K | 0.10% | +195+6.3% | Added |
| Madison Asset Management, LLC | 3,275 | $679.9K | 0.01% | 00.0% | Unchanged |
| Thomasville National Bank | 3,278 | $680.5K | 0.05% | +38+1.2% | Added |
| Mosaic Family Wealth Partners, LLC | 3,288 | $682.6K | 0.10% | −6−0.2% | Reduced |
| Alliance Wealth Advisors, LLC | 3,325 | $690.3K | 0.40% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,345 | $694.4K | 0.10% | 00.0% | Unchanged |
| Kades & Cheifetz LLC | 3,346 | $694.7K | 0.40% | −5−0.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 3,354 | $696.3K | 0.05% | +10.0% | Added |
| Journey Strategic Wealth LLC | 3,357 | $697.0K | 0.03% | +945+39.2% | Added |
| Spinnaker Trust | 3,364 | $698.4K | 0.04% | +110+3.4% | Added |
| Americana Partners, LLC | 3,364 | $698.4K | 0.05% | −12−0.4% | Reduced |
| Shepherd Financial Partners LLC | 3,371 | $699.9K | 0.08% | +10.0% | Added |
| Howe & Rusling Inc | 3,374 | $700.3K | 0.06% | +230+7.3% | Added |
| Savvy Advisors, Inc. | 3,377 | $701.1K | 0.14% | +753+28.7% | Added |
| Retirement Guys Formula LLC | 3,404 | $706.6K | 0.33% | +356+11.7% | Added |
| Cassia Capital Partners, LLC | 3,417 | $709.4K | 0.47% | −171−4.8% | Reduced |
| Good Life Advisors, LLC | 3,425 | $710.9K | 0.04% | +182+5.6% | Added |
| Avestar Capital, LLC | 3,434 | $712.9K | 0.08% | +256+8.1% | Added |
| Cornerstone Wealth Management, LLC | 3,444 | $714.9K | 0.05% | +305+9.7% | Added |
| Oak Thistle LLC | 3,448 | $715.8K | 0.23% | +2,206+177.6% | Added |
| Richwood Investment Advisors, LLC | 3,458 | $717.8K | 0.59% | −155−4.3% | Reduced |
| First Foundation Advisors | 3,466 | $719.5K | 0.03% | +17+0.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,471 | $720.0K | 0.04% | +2,800+417.3% | Added |
| Bill Few Associates, Inc. | 3,476 | $721.6K | 0.26% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 3,507 | $728.0K | 0.08% | −49−1.4% | Reduced |
| Core Wealth Partners LLC | 3,510 | $728.7K | 0.44% | +3,510 | New |
| Berkshire Bank | 3,536 | $734.1K | 0.17% | +80+2.3% | Added |
| Caldwell Sutter Capital, Inc. | 3,548 | $736.6K | 0.34% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,558 | $738.6K | 0.05% | −3−0.1% | Reduced |
| King Wealth | 3,560 | $739.0K | 0.12% | +10.0% | Added |
| Insigneo Advisory Services, LLC | 3,591 | $745.4K | 0.08% | +230+6.8% | Added |
| Northeast Financial Group, Inc. | 3,596 | $746.8K | 0.29% | +171+5.0% | Added |
| Milestone Asset Management, LLC | 3,613 | $750.2K | 0.17% | +298+9.0% | Added |
| First National Bank of Hutchinson | 3,626 | $752.8K | 0.49% | −479−11.7% | Reduced |
| Linscomb & Williams, Inc. | 3,637 | $755.0K | 0.04% | −8−0.2% | Reduced |
| MCF Advisors LLC | 3,645 | $756.6K | 0.05% | −5−0.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,676 | $763.1K | 0.02% | −111−2.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,677 | $763.4K | 0.12% | −4−0.1% | Reduced |
| Kinneret Advisory, LLC | 3,701 | $768.3K | 0.07% | −49−1.3% | Reduced |
| Westpac Banking Corp | 3,712 | $770.6K | 0.05% | +250+7.2% | Added |
| Seamount Financial Group Inc | 3,720 | $772.3K | 0.58% | −100−2.6% | Reduced |
| DRW Securities, LLC | 3,722 | $772.7K | 0.04% | +3,722 | New |
| Lake Street Advisors Group, LLC | 3,731 | $774.5K | 0.04% | +7+0.2% | Added |
| NCM Capital Management, LLC | 3,737 | $775.8K | 0.37% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,761 | $780.7K | 0.03% | −141−3.6% | Reduced |
| Montecito Bank & Trust | 3,793 | $787.4K | 0.13% | −38−1.0% | Reduced |
| Kavar Capital Partners Group, LLC | 3,802 | $789.3K | 0.12% | +2,772+269.1% | Added |
| Pegasus Partners Ltd. | 3,802 | $789.3K | 0.07% | −1,168−23.5% | Reduced |
| Tradewinds, LLC. | 3,818 | $792.7K | 0.24% | −57−1.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,822 | $794.0K | 0.00% | +757+24.7% | Added |
| RMB Capital Management, LLC | 3,828 | $794.7K | 0.02% | +2,817+278.6% | Added |
| Bright Futures Wealth Management, LLC. | 3,701 | $795.0K | 0.38% | +999+37.0% | Added |
| Koa Wealth Management, LLC | 3,846 | $798.4K | 0.62% | +2,871+294.5% | Added |
| Ipswich Investment Management Co., Inc. | 3,850 | $799.3K | 0.19% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 3,873 | $804.1K | 0.37% | −41−1.0% | Reduced |
| Chicago Trust Co NA | 3,874 | $804.2K | 0.14% | +285+7.9% | Added |
| Douglas Lane & Associates, LLC | 3,878 | $805.2K | 0.01% | −242−5.9% | Reduced |
| Financial Advocates Investment Management | 3,882 | $805.9K | 0.05% | −63−1.6% | Reduced |
| Van Hulzen Asset Management, LLC | 3,897 | $809.0K | 0.06% | −5,221−57.3% | Reduced |
| TCG Advisory Services, LLC | 3,905 | $810.7K | 0.04% | −24−0.6% | Reduced |
| Community Bank, N.A. | 3,907 | $811.1K | 0.10% | −20−0.5% | Reduced |
| Wulff, Hansen & Co. | 3,908 | $811.3K | 0.76% | −161−4.0% | Reduced |
| Capital Analysts, LLC | 3,924 | $815.0K | 0.03% | +1,500+61.9% | Added |