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 |
|---|---|---|---|---|---|
| Laffer Tengler Investments | 5,396 | $1.12M | 0.23% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 5,358 | $1.11M | 0.31% | +330+6.6% | Added |
| Simplicity Wealth,LLC | 5,340 | $1.11M | 0.10% | −14,767−73.4% | Reduced |
| Fidelis Capital Partners, LLC | 5,232 | $1.11M | 0.13% | −125−2.3% | Reduced |
| Johnson Financial Group, Inc. | 5,324 | $1.11M | 0.05% | +1,604+43.1% | Added |
| V-Square Quantitative Management LLC | 5,320 | $1.10M | 0.16% | +808+17.9% | Added |
| High Net Worth Advisory Group LLC | 5,312 | $1.10M | 0.31% | +25+0.5% | Added |
| South State Corp. | 5,211 | $1.08M | 0.07% | +6+0.1% | Added |
| Advisory Alpha, LLC | 5,201 | $1.08M | 0.04% | +136+2.7% | Added |
| Fifth Third Wealth Advisors LLC | 5,198 | $1.08M | 0.07% | +466+9.8% | Added |
| Valmark Advisers, Inc. | 5,176 | $1.07M | 0.02% | −42−0.8% | Reduced |
| Heritage Wealth Management, Inc. | 5,162 | $1.07M | 0.35% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 5,158 | $1.07M | 0.32% | −100−1.9% | Reduced |
| Catalyst Capital Advisors LLC | 5,145 | $1.07M | 0.02% | −1,359−20.9% | Reduced |
| GW Henssler & Associates Ltd | 5,141 | $1.07M | 0.06% | +571+12.5% | Added |
| Integrated Advisors Network LLC | 5,130 | $1.06M | 0.05% | +988+23.9% | Added |
| Edge Capital Group, LLC | 5,126 | $1.06M | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 5,084 | $1.06M | 0.04% | −404−7.4% | Reduced |
| IVC Wealth Advisors LLC | 5,060 | $1.05M | 0.57% | −1,184−19.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,049 | $1.05M | 0.40% | +1,000+24.7% | Added |
| Exchange Traded Concepts, LLC | 5,003 | $1.04M | 0.02% | +619+14.1% | Added |
| Barbara Oil Co. | 5,000 | $1.04M | 0.42% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,000 | $1.04M | 0.27% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 4,989 | $1.04M | 0.16% | +716+16.8% | Added |
| Fulton Bank, N.A. | 4,973 | $1.03M | 0.04% | −55−1.1% | Reduced |
| Adviser Investments LLC | 4,965 | $1.03M | 0.01% | +856+20.8% | Added |
| Summit Financial, LLC | 4,953 | $1.03M | 0.04% | +271+5.8% | Added |
| L.M. Kohn & Company | 4,941 | $1.03M | 0.26% | −148−2.9% | Reduced |
| nVerses Capital, LLC | 4,900 | $1.02M | 0.47% | +1,400+40.0% | Added |
| Solidarilty Wealth, LLC | 4,844 | $1.01M | 0.27% | −3,395−41.2% | Reduced |
| Park Avenue Securities LLC | 4,842 | $1.00M | 0.01% | +213+4.6% | Added |
| XML Financial, LLC | 4,837 | $1.00M | 0.09% | −98−2.0% | Reduced |
| Intact Investment Management Inc. | 4,790 | $994.4K | 0.03% | +4,790 | New |
| Wesbanco Bank Inc | 4,781 | $992.5K | 0.03% | +168+3.6% | Added |
| MONECO Advisors, LLC | 4,758 | $987.8K | 0.12% | +245+5.4% | Added |
| Franklin Street Advisors Inc | 4,738 | $984.0K | 0.07% | −528−10.0% | Reduced |
| Bank of Nova Scotia Trust Co | 4,735 | $983.0K | 0.10% | +405+9.4% | Added |
| Transcend Wealth Collective, LLC | 4,705 | $976.9K | 0.07% | −101−2.1% | Reduced |
| Qtron Investments LLC | 4,669 | $969.3K | 0.13% | −320−6.4% | Reduced |
| Allen Investment Management LLC | 4,649 | $965.1K | 0.01% | +2,085+81.3% | Added |
| Smartleaf Asset Management LLC | 4,677 | $961.2K | 0.12% | +1,078+30.0% | Added |
| Financial Network Wealth Management LLC | 4,590 | $952.0K | 0.34% | 00.0% | Unchanged |
| Country Club Bank | 4,626 | $950.7K | 0.06% | −5−0.1% | Reduced |
| Advisor OS, LLC | 4,575 | $949.7K | 0.09% | +108+2.4% | Added |
| NCP Inc. | 4,571 | $948.8K | 0.54% | 00.0% | Unchanged |
| Mainsail Financial Group, LLC | 4,458 | $946.2K | 0.56% | −391−8.1% | Reduced |
| RW Investment Management LLC | 4,552 | $945.0K | 0.12% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 4,550 | $944.6K | 0.24% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,546 | $943.8K | 0.05% | +4,546 | New |
| Lebenthal Global Advisors, LLC | 4,544 | $943.4K | 0.19% | +4,544 | New |
| Brighton Jones LLC | 4,541 | $942.6K | 0.04% | −1,843−28.9% | Reduced |
| MRP Capital Investments, LLC | 4,540 | $942.6K | 0.90% | −150−3.2% | Reduced |
| GPM Growth Investors, Inc. | 4,523 | $939.0K | 0.39% | +4,523 | New |
| BNP Paribas | 4,498 | $933.0K | 0.04% | −326−6.8% | Reduced |
| MWA Asset Management | 4,475 | $929.0K | 0.62% | −9−0.2% | Reduced |
| Quotient Wealth Partners, LLC | 4,474 | $928.9K | 0.03% | −361−7.5% | Reduced |
| Nwam LLC | 4,466 | $927.1K | 0.06% | +786+21.4% | Added |
| Profund Advisors LLC | 4,449 | $923.6K | 0.03% | −1,449−24.6% | Reduced |
| IMS Capital Management | 4,447 | $923.3K | 0.41% | +102+2.3% | Added |
| RFG Advisory, LLC | 4,402 | $913.8K | 0.03% | −189−4.1% | Reduced |
| Smith, Salley & Associates | 4,387 | $910.8K | 0.06% | +79+1.8% | Added |
| Werlinich Asset Management, LLC | 4,385 | $910.3K | 0.53% | +50+1.2% | Added |
| Capital Investment Counsel, LLC | 4,384 | $910.1K | 0.16% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,360 | $905.1K | 0.09% | +20.0% | Added |
| Cito Capital Group, LLC | 4,351 | $903.0K | 0.34% | 00.0% | Unchanged |
| Terry L. Blaker | 4,331 | $899.1K | 0.03% | +40+0.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 4,325 | $897.8K | 0.15% | −386−8.2% | Reduced |
| Bank Ozk | 4,313 | $895.4K | 0.37% | +163+3.9% | Added |
| Twin Capital Management Inc | 4,311 | $895.0K | 0.10% | −124−2.8% | Reduced |
| Cypress Asset Management Inc | 4,306 | $893.9K | 0.22% | +50+1.2% | Added |
| Advisors Capital Management, LLC | 4,301 | $893.0K | 0.01% | +286+7.1% | Added |
| First Trust Investment Solutions L.P. | 4,263 | $884.9K | 0.10% | −244−5.4% | Reduced |
| MMBG Investment Advisors Co. | 4,260 | $884.4K | 0.09% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 4,239 | $880.0K | 0.13% | +1,739+69.6% | Added |
| MidWestOne Financial Group, Inc. | 4,230 | $877.9K | 0.12% | −99−2.3% | Reduced |
| Magnus Financial Group LLC | 4,220 | $876.0K | 0.09% | +1,034+32.5% | Added |
| Silvercrest Asset Management Group LLC | 4,208 | $873.6K | 0.01% | 00.0% | Unchanged |
| American National Bank | 4,208 | $873.6K | 0.10% | 00.0% | Unchanged |
| Logan Capital Management Inc | 4,190 | $869.9K | 0.04% | +16+0.4% | Added |
| Symphony Financial, Ltd. Co. | 4,187 | $860.4K | 0.14% | −411−8.9% | Reduced |
| Dempze Nancy E | 4,142 | $859.9K | 0.48% | −70−1.7% | Reduced |
| Aberdeen Wealth Management LLC | 4,130 | $857.4K | 0.56% | +45+1.1% | Added |
| Regatta Capital Group, LLC | 4,119 | $855.1K | 0.17% | +3+0.1% | Added |
| McDonald Partners LLC | 4,115 | $854.4K | 0.21% | −99−2.3% | Reduced |
| Kennedy Investment Group | 4,113 | $853.8K | 0.39% | −28−0.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,104 | $852.0K | 0.03% | +160+4.1% | Added |
| Cigna Investments Inc | 4,093 | $850.0K | 0.15% | −30−0.7% | Reduced |
| NBC Securities, Inc. | 4,086 | $848.0K | 0.07% | +122+3.1% | Added |
| Farther Finance Advisors, LLC | 4,081 | $847.2K | 0.03% | +527+14.8% | Added |
| Harbour Trust & Investment Management Co | 4,075 | $846.0K | 0.10% | −9−0.2% | Reduced |
| Syon Capital LLC | 4,069 | $844.7K | 0.07% | +148+3.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,049 | $840.0K | 0.24% | −230−5.4% | Reduced |
| Beaumont Financial Advisors, LLC | 4,034 | $837.5K | 0.07% | +9+0.2% | Added |
| Principal Securities, Inc. | 4,034 | $837.4K | 0.02% | +542+15.5% | Added |
| Smith, Moore & Co. | 4,028 | $836.3K | 0.08% | 00.0% | Unchanged |
| Busey Wealth Management | 3,992 | $828.7K | 0.03% | −35−0.9% | Reduced |
| Peterson Wealth Management | 3,987 | $827.7K | 0.53% | +915+29.8% | Added |
| Bluesphere Advisors, LLC | 3,977 | $825.6K | 0.41% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 3,970 | $824.1K | 0.23% | −7−0.2% | Reduced |
| Capital Analysts, LLC | 3,924 | $815.0K | 0.03% | +1,500+61.9% | Added |