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 |
|---|---|---|---|---|---|
| TCM Advisors, LLC | – | $622.8K | 0.51% | – | – |
| Mechanics Financial Corp | 2,996 | $622.0K | 0.27% | −20−0.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,987 | $620.1K | 0.22% | +461+18.3% | Added |
| Legacy Wealth Asset Management, LLC | 2,986 | $619.9K | 0.17% | +2+0.1% | Added |
| CMG Global Holdings, LLC | 2,974 | $617.4K | 0.35% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,970 | $616.6K | 0.03% | 00.0% | Unchanged |
| Zacks Investment Management | 2,948 | $612.0K | 0.01% | −29,602−90.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,943 | $611.0K | 0.02% | +298+11.3% | Added |
| HTLF Bank | 2,943 | $611.0K | 0.07% | −235−7.4% | Reduced |
| Auxano Advisors, LLC | 2,939 | $610.1K | 0.16% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,934 | $609.0K | 0.06% | +23+0.8% | Added |
| 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 |
| Xcel Wealth Management, LLC | 2,900 | $602.0K | 0.18% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,893 | $600.7K | 0.01% | +697+31.7% | Added |
| Kovack Advisors, Inc. | 2,883 | $598.5K | 0.06% | −215−6.9% | Reduced |
| Appleton Partners Inc | 2,876 | $597.0K | 0.04% | +34+1.2% | Added |
| Successful Portfolios LLC | 2,870 | $595.9K | 0.40% | −115−3.9% | Reduced |
| Northwest Investment Counselors, LLC | 2,870 | $595.8K | 0.13% | +58+2.1% | Added |
| Schechter Investment Advisors, LLC | 2,859 | $593.5K | 0.04% | −210−6.8% | Reduced |
| Tributary Capital Management, LLC | 2,855 | $592.7K | 0.05% | −80−2.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,853 | $592.3K | 0.06% | −25−0.9% | Reduced |
| Avidian Wealth Solutions, LLC | 2,853 | $592.2K | 0.03% | −820−22.3% | Reduced |
| Gladstone Institutional Advisory LLC | 2,849 | $591.5K | 0.03% | −675−19.2% | Reduced |
| Arete Wealth Advisors, LLC | 2,826 | $586.0K | 0.05% | −1,007−26.3% | Reduced |
| Mendel Money Management | 2,820 | $585.4K | 0.25% | +30+1.1% | Added |
| Heritage Wealth Advisors | 2,819 | $585.2K | 0.03% | +54+2.0% | Added |
| Arthur M. Cohen & Associates, LLC | 2,810 | $584.3K | 0.11% | +485+20.9% | Added |
| KWB Wealth | 2,738 | $584.1K | 0.08% | −971−26.2% | Reduced |
| Meridian Financial, LLC | 2,771 | $575.3K | 0.38% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 2,771 | $575.3K | 0.03% | +1,048+60.8% | Added |
| Sawyer & Company, Inc | 2,768 | $575.0K | 0.21% | −2−0.1% | Reduced |
| Trust Point Inc. | 2,768 | $574.6K | 0.04% | −28−1.0% | Reduced |
| Falcon Wealth Planning | 2,763 | $573.6K | 0.07% | −12−0.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 2,743 | $569.4K | 0.19% | −281−9.3% | Reduced |
| Tradition Wealth Management, LLC | 2,741 | $569.1K | 0.05% | −26−0.9% | Reduced |
| Modera Wealth Management, LLC | 2,738 | $568.4K | 0.01% | −5−0.2% | Reduced |
| Simmons Bank | 2,732 | $567.2K | 0.04% | −121−4.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,725 | $565.7K | 0.06% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,715 | $563.6K | 0.19% | +139+5.4% | Added |
| Atwood & Palmer Inc | 2,707 | $562.0K | 0.04% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 2,706 | $561.8K | 0.03% | +2,706 | New |
| Court Place Advisors, LLC | 2,703 | $561.1K | 0.16% | 00.0% | Unchanged |
| Apella Capital, LLC | 2,690 | $557.7K | 0.02% | +10.0% | Added |
| Cahaba Wealth Management, Inc. | 2,682 | $556.9K | 0.05% | +10.0% | Added |
| Pitcairn Co | 2,673 | $554.9K | 0.03% | −464−14.8% | Reduced |
| Primoris Wealth Advisors, LLC | 2,673 | $554.9K | 0.40% | −25−0.9% | Reduced |
| Am Investment Strategies LLC | 2,669 | $554.0K | 0.13% | +39+1.5% | Added |
| Connecticut Wealth Management, LLC | 2,668 | $553.8K | 0.03% | +405+17.9% | Added |
| Fort Point Capital Partners LLC | 2,665 | $553.3K | 0.07% | −19−0.7% | Reduced |
| Cascades Capital Asset Management, LLC | 2,654 | $551.0K | 0.30% | +2,654 | New |
| 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 |
| Per Stirling Capital Management, LLC. | 2,646 | $549.4K | 0.08% | +10.0% | Added |
| Kuhn & Co Investment Counsel | 2,646 | $549.3K | 0.47% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2,638 | $547.8K | 0.12% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 2,631 | $546.3K | 0.18% | +49+1.9% | Added |
| KLCM Advisors, Inc. | 2,628 | $545.6K | 0.06% | −50−1.9% | Reduced |
| Van Cleef Asset Management,Inc | 2,610 | $541.8K | 0.06% | +2+0.1% | Added |
| Buska Wealth Management, LLC | 2,604 | $540.5K | 0.19% | −37−1.4% | Reduced |
| Ti-Trust, Inc | 2,603 | $540.4K | 0.39% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,601 | $540.0K | 0.01% | +12+0.5% | Added |
| Waverton Investment Management Ltd | 2,600 | $539.4K | 0.01% | −500−16.1% | Reduced |
| Advisors Preferred, LLC | 2,593 | $539.2K | 0.08% | −40,504−94.0% | Reduced |
| Fiduciary Family Office, LLC | 2,597 | $539.1K | 0.18% | +2,597 | 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 |
| Global Assets Advisory, LLC | 2,592 | $538.9K | 0.29% | +2,592 | New |
| Foguth Wealth Management, LLC. | 2,581 | $538.6K | 0.20% | +66+2.6% | Added |
| Canandaigua National Bank & Trust Co | 2,586 | $536.9K | 0.05% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 2,577 | $534.9K | 0.01% | +209+8.8% | Added |
| Cyndeo Wealth Partners, LLC | 2,567 | $532.9K | 0.04% | +185+7.8% | Added |
| Old Second National Bank of Aurora | 2,566 | $532.7K | 0.13% | +103+4.2% | Added |
| Zullo Investment Group, Inc. | 2,561 | $531.7K | 0.22% | −17−0.7% | Reduced |
| Creekmur Asset Management LLC | 2,554 | $530.3K | 0.12% | −14−0.5% | Reduced |
| Goelzer Investment Management, Inc. | 2,546 | $528.5K | 0.03% | +230+9.9% | Added |
| Sanders Morris Harris LLC | 2,542 | $527.7K | 0.09% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 2,535 | $526.0K | 0.44% | +2,535 | New |
| Weinberger Asset Management, Inc | 2,531 | $525.4K | 0.22% | −10−0.4% | Reduced |
| Verdad Advisers, LP | 2,519 | $522.9K | 0.70% | +2,519 | New |
| Fukoku Mutual Life Insurance Co | 2,518 | $522.7K | 0.04% | 00.0% | Unchanged |
| Parthenon LLC | 2,500 | $519.0K | 0.06% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,499 | $518.7K | 0.29% | +3+0.1% | Added |
| Stablepoint Partners, LLC | 2,489 | $516.7K | 0.09% | −20−0.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 2,484 | $515.6K | 0.24% | +976+64.7% | Added |
| Summit Financial Wealth Advisors, LLC | 2,474 | $513.6K | 0.10% | −5−0.2% | Reduced |
| Mattern Capital Management, LLC | 2,464 | $511.5K | 0.06% | +390+18.8% | Added |
| Tyche Wealth Partners LLC | 2,455 | $509.6K | 0.12% | −25−1.0% | Reduced |
| Viawealth, LLC | 2,440 | $506.5K | 0.30% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 2,433 | $505.0K | 0.08% | +433+21.7% | Added |
| AdvisorNet Financial, Inc | 2,430 | $504.4K | 0.04% | −5,134−67.9% | Reduced |
| Lindbrook Capital, LLC | 2,424 | $503.2K | 0.04% | −36−1.5% | Reduced |
| KPP Advisory Services LLC | 2,422 | $502.8K | 0.12% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 2,421 | $502.6K | 0.39% | −67−2.7% | Reduced |
| Cannon Wealth Management Services, LLC | 2,401 | $498.4K | 0.46% | +2,401 | New |
| 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 |
| Cornerstone Advisory, LLC | 2,391 | $496.3K | 0.07% | −29−1.2% | Reduced |
| Portside Wealth Group, LLC | 2,390 | $496.2K | 0.08% | +167+7.5% | Added |
| Intrua Financial, LLC | 2,389 | $496.0K | 0.08% | +8+0.3% | Added |