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 |
|---|---|---|---|---|---|
| Wulff, Hansen & Co. | 3,908 | $811.3K | 0.76% | −161−4.0% | Reduced |
| Community Bank, N.A. | 3,907 | $811.1K | 0.10% | −20−0.5% | Reduced |
| TCG Advisory Services, LLC | 3,905 | $810.7K | 0.04% | −24−0.6% | Reduced |
| Van Hulzen Asset Management, LLC | 3,897 | $809.0K | 0.06% | −5,221−57.3% | Reduced |
| Financial Advocates Investment Management | 3,882 | $805.9K | 0.05% | −63−1.6% | Reduced |
| Douglas Lane & Associates, LLC | 3,878 | $805.2K | 0.01% | −242−5.9% | Reduced |
| Chicago Trust Co NA | 3,874 | $804.2K | 0.14% | +285+7.9% | Added |
| HF Advisory Group, LLC | 3,873 | $804.1K | 0.37% | −41−1.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,850 | $799.3K | 0.19% | 00.0% | Unchanged |
| Koa Wealth Management, LLC | 3,846 | $798.4K | 0.62% | +2,871+294.5% | Added |
| Bright Futures Wealth Management, LLC. | 3,701 | $795.0K | 0.38% | +999+37.0% | Added |
| RMB Capital Management, LLC | 3,828 | $794.7K | 0.02% | +2,817+278.6% | Added |
| T. Rowe Price Investment Management, Inc. | 3,822 | $794.0K | 0.00% | +757+24.7% | Added |
| Tradewinds, LLC. | 3,818 | $792.7K | 0.24% | −57−1.5% | Reduced |
| Pegasus Partners Ltd. | 3,802 | $789.3K | 0.07% | −1,168−23.5% | Reduced |
| Kavar Capital Partners Group, LLC | 3,802 | $789.3K | 0.12% | +2,772+269.1% | Added |
| Montecito Bank & Trust | 3,793 | $787.4K | 0.13% | −38−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 3,761 | $780.7K | 0.03% | −141−3.6% | Reduced |
| NCM Capital Management, LLC | 3,737 | $775.8K | 0.37% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,731 | $774.5K | 0.04% | +7+0.2% | Added |
| DRW Securities, LLC | 3,722 | $772.7K | 0.04% | +3,722 | New |
| Seamount Financial Group Inc | 3,720 | $772.3K | 0.58% | −100−2.6% | Reduced |
| Westpac Banking Corp | 3,712 | $770.6K | 0.05% | +250+7.2% | Added |
| Kinneret Advisory, LLC | 3,701 | $768.3K | 0.07% | −49−1.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,677 | $763.4K | 0.12% | −4−0.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,676 | $763.1K | 0.02% | −111−2.9% | Reduced |
| MCF Advisors LLC | 3,645 | $756.6K | 0.05% | −5−0.1% | Reduced |
| Linscomb & Williams, Inc. | 3,637 | $755.0K | 0.04% | −8−0.2% | Reduced |
| First National Bank of Hutchinson | 3,626 | $752.8K | 0.49% | −479−11.7% | Reduced |
| Milestone Asset Management, LLC | 3,613 | $750.2K | 0.17% | +298+9.0% | Added |
| Northeast Financial Group, Inc. | 3,596 | $746.8K | 0.29% | +171+5.0% | Added |
| Insigneo Advisory Services, LLC | 3,591 | $745.4K | 0.08% | +230+6.8% | Added |
| King Wealth | 3,560 | $739.0K | 0.12% | +10.0% | Added |
| Oakworth Capital, Inc. | 3,558 | $738.6K | 0.05% | −3−0.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,548 | $736.6K | 0.34% | 00.0% | Unchanged |
| Berkshire Bank | 3,536 | $734.1K | 0.17% | +80+2.3% | Added |
| Core Wealth Partners LLC | 3,510 | $728.7K | 0.44% | +3,510 | New |
| Guardian Wealth Advisors, LLC | 3,507 | $728.0K | 0.08% | −49−1.4% | Reduced |
| Bill Few Associates, Inc. | 3,476 | $721.6K | 0.26% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,471 | $720.0K | 0.04% | +2,800+417.3% | Added |
| First Foundation Advisors | 3,466 | $719.5K | 0.03% | +17+0.5% | Added |
| Richwood Investment Advisors, LLC | 3,458 | $717.8K | 0.59% | −155−4.3% | Reduced |
| Oak Thistle LLC | 3,448 | $715.8K | 0.23% | +2,206+177.6% | Added |
| Cornerstone Wealth Management, LLC | 3,444 | $714.9K | 0.05% | +305+9.7% | Added |
| Avestar Capital, LLC | 3,434 | $712.9K | 0.08% | +256+8.1% | Added |
| Good Life Advisors, LLC | 3,425 | $710.9K | 0.04% | +182+5.6% | Added |
| Cassia Capital Partners, LLC | 3,417 | $709.4K | 0.47% | −171−4.8% | Reduced |
| Retirement Guys Formula LLC | 3,404 | $706.6K | 0.33% | +356+11.7% | Added |
| Savvy Advisors, Inc. | 3,377 | $701.1K | 0.14% | +753+28.7% | Added |
| Howe & Rusling Inc | 3,374 | $700.3K | 0.06% | +230+7.3% | Added |
| Shepherd Financial Partners LLC | 3,371 | $699.9K | 0.08% | +10.0% | Added |
| Americana Partners, LLC | 3,364 | $698.4K | 0.05% | −12−0.4% | Reduced |
| Spinnaker Trust | 3,364 | $698.4K | 0.04% | +110+3.4% | Added |
| Journey Strategic Wealth LLC | 3,357 | $697.0K | 0.03% | +945+39.2% | Added |
| Pine Valley Investments Ltd Liability Co | 3,354 | $696.3K | 0.05% | +10.0% | Added |
| Kades & Cheifetz LLC | 3,346 | $694.7K | 0.40% | −5−0.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,345 | $694.4K | 0.10% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,325 | $690.3K | 0.40% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 3,288 | $682.6K | 0.10% | −6−0.2% | Reduced |
| Thomasville National Bank | 3,278 | $680.5K | 0.05% | +38+1.2% | Added |
| Madison Asset Management, LLC | 3,275 | $679.9K | 0.01% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,267 | $678.2K | 0.10% | +195+6.3% | Added |
| Avantax Planning Partners, Inc. | 3,254 | $675.6K | 0.02% | −1,163−26.3% | Reduced |
| Cozad Asset Management Inc | 3,253 | $675.3K | 0.06% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 3,248 | $674.3K | 0.20% | +3+0.1% | Added |
| Verus Capital Partners, LLC | 3,248 | $674.2K | 0.07% | +44+1.4% | Added |
| Stony Point Wealth Management Inc. | 3,237 | $672.0K | 0.28% | −35−1.1% | Reduced |
| SL Advisors, LLC | 3,235 | $671.6K | 1.21% | +13+0.4% | Added |
| Howard Capital Management Inc. | 3,231 | $670.8K | 0.01% | +3,231 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,207 | $665.8K | 0.14% | 00.0% | Unchanged |
| GTS Securities LLC | 3,202 | $664.7K | 0.01% | +3,202 | New |
| Claro Advisors LLC | 3,197 | $663.6K | 0.09% | +379+13.4% | Added |
| SGL Investment Advisors, Inc. | 2,991 | $663.2K | 0.34% | +2,991 | New |
| Vancity Investment Management Ltd | 3,192 | $663.0K | 0.08% | +3,192 | New |
| Eldridge Investment Advisors, Inc. | 3,177 | $660.0K | 0.15% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,179 | $660.0K | 0.08% | +3,179 | New |
| Community Bank & Trust, Waco, Texas | 3,161 | $656.0K | 0.15% | +129+4.3% | Added |
| Evergreen Capital Management LLC | 3,153 | $654.6K | 0.02% | −213−6.3% | Reduced |
| CoreCap Advisors, LLC | 3,145 | $652.9K | 0.03% | +404+14.7% | Added |
| Verdence Capital Advisors LLC | 3,139 | $651.6K | 0.05% | +7+0.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,128 | $649.4K | 0.02% | −134−4.1% | Reduced |
| Orleans Capital Management Corp | 3,117 | $647.1K | 0.37% | −100−3.1% | Reduced |
| Orrstown Financial Services Inc | 3,097 | $642.9K | 0.19% | +3,097 | New |
| Baker Tilly Wealth Management, LLC | 3,095 | $642.6K | 0.28% | −513−14.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 3,095 | $642.0K | 0.18% | +234+8.2% | Added |
| Boston Research & Management Inc | 3,090 | $641.5K | 0.15% | 00.0% | Unchanged |
| Morton Capital Management LLC | 3,088 | $641.1K | 0.13% | +24+0.8% | Added |
| TrinityPoint Wealth, LLC | 3,086 | $640.7K | 0.09% | +151+5.1% | Added |
| Peoples Financial Services Corp. | 3,082 | $639.8K | 0.29% | −39−1.2% | Reduced |
| Keel Point, LLC | 3,081 | $639.5K | 0.05% | +26+0.9% | 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 |
| Shoker Investment Counsel, Inc. | 3,063 | $636.0K | 0.21% | +2+0.1% | Added |
| Glenview Trust Co | 3,063 | $635.9K | 0.01% | +271+9.7% | Added |
| Angeles Wealth Management, LLC | 3,056 | $634.4K | 0.05% | +9+0.3% | Added |
| Meyer Handelman Co | 3,050 | $633.2K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,042 | $631.7K | 0.04% | +275+9.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,023 | $627.7K | 0.02% | +566+23.0% | Added |
| Legacy Capital Group California, Inc. | 3,019 | $626.7K | 0.21% | −158−5.0% | Reduced |
| Moloney Securities Asset Management, LLC | 3,015 | $625.9K | 0.08% | −10.0% | Reduced |