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; 2,380 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 | 2,380 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,324 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,206 | $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 |
|---|---|---|---|---|---|
| First Nebraska Trust Co | 2,383 | $494.7K | 0.05% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,374 | $492.8K | 0.12% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,371 | $492.2K | 0.09% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,299 | $491.6K | 0.15% | +53+2.4% | Added |
| Autumn Glory Partners, LLC | 2,361 | $491.1K | 0.19% | +1,381+140.9% | Added |
| Monumental Financial Group Inc. | 2,334 | $484.6K | 0.18% | 00.0% | Unchanged |
| Hudock, Inc. | 2,327 | $483.2K | 0.08% | +10.0% | Added |
| Ledyard National Bank | 2,308 | $479.1K | 0.04% | +225+10.8% | Added |
| Cassaday & Co Wealth Management LLC | 2,305 | $478.5K | 0.01% | −10−0.4% | Reduced |
| SlateStone Wealth, LLC | 2,303 | $478.0K | 0.04% | +170+8.0% | Added |
| Catalytic Wealth RIA, LLC | 2,301 | $477.7K | 0.08% | −77−3.2% | Reduced |
| Adell Harriman & Carpenter Inc | 2,300 | $477.5K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 2,292 | $475.8K | 0.07% | +590+34.7% | Added |
| KMG Fiduciary Partners, LLC | 2,287 | $474.8K | 0.04% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2,286 | $474.6K | 0.12% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 2,278 | $472.9K | 0.05% | +70+3.2% | Added |
| Formidable Asset Management, LLC | 2,272 | $471.7K | 0.08% | −57−2.4% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,268 | $470.8K | 0.05% | −30−1.3% | Reduced |
| Clarius Group, LLC | 2,247 | $470.2K | 0.03% | −61−2.6% | Reduced |
| Ifrah Financial Services, Inc. | 2,260 | $469.2K | 0.13% | −46−2.0% | Reduced |
| Keystone Financial Group | 2,259 | $469.0K | 0.06% | +235+11.6% | Added |
| Geneos Wealth Management Inc. | 2,255 | $468.1K | 0.02% | +272+13.7% | Added |
| Patron Partners Advisors, LLC | 2,253 | $467.8K | 0.26% | −116−4.9% | Reduced |
| Jupiter Wealth Management LLC | 2,250 | $467.1K | 0.24% | −250−10.0% | Reduced |
| USA Financial Portformulas Corp | 2,245 | $466.1K | 0.07% | −5,467−70.9% | Reduced |
| Cary Street Partners Asset Management LLC | 2,235 | $464.0K | 0.06% | −38−1.7% | Reduced |
| Geneva Partners, LLC | 2,221 | $461.1K | 0.20% | +51+2.4% | Added |
| Sompo Asset Management Co., Ltd. | 2,220 | $460.9K | 0.07% | +240+12.1% | Added |
| Etesian Wealth Advisors, Inc. | 2,212 | $459.2K | 0.21% | 00.0% | Unchanged |
| NBT Bank N A | 2,194 | $455.5K | 0.03% | −1,233−36.0% | Reduced |
| JT Stratford LLC | 2,174 | $451.3K | 0.08% | +175+8.8% | Added |
| Cardinal Point Capital Management, ULC | 2,172 | $450.9K | 0.08% | +2,172 | New |
| Dogwood Wealth Management LLC | 2,168 | $450.0K | 0.26% | +201+10.2% | Added |
| MPS Loria Financial Planners, LLC | 2,154 | $447.2K | 0.13% | −30−1.4% | Reduced |
| Alpha Cubed Investments, LLC | 2,149 | $446.2K | 0.02% | +2+0.1% | Added |
| Compton Wealth Advisory Group, LLC | 2,142 | $444.7K | 0.11% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 2,140 | $444.3K | 0.32% | −5−0.2% | Reduced |
| Capital Advisors, Ltd. LLC | 2,129 | $442.0K | 0.05% | +42+2.0% | Added |
| Alaethes Wealth LLC | 2,126 | $441.4K | 0.16% | −48−2.2% | Reduced |
| Canopy Partners, LLC | 2,115 | $439.1K | 0.19% | −29−1.4% | Reduced |
| StoneX Group Inc. | 2,114 | $438.8K | 0.03% | +177+9.1% | Added |
| Private Capital Management, LLC | 2,111 | $438.2K | 0.05% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 2,105 | $437.0K | 0.20% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,103 | $436.5K | 0.01% | +26+1.3% | Added |
| Merrion Investment Management Co, LLC | 2,100 | $436.0K | 0.29% | 00.0% | Unchanged |
| Holderness Investments Co | 2,100 | $436.0K | 0.10% | +85+4.2% | Added |
| Ocean Capital Management, LLC | 2,096 | $435.1K | 0.10% | +2,096 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,095 | $435.0K | 0.17% | −150−6.7% | Reduced |
| David Loasby | 2,072 | $433.2K | 0.04% | −31−1.5% | Reduced |
| Assetmark, Inc | 2,077 | $431.2K | 0.00% | +191+10.1% | Added |
| Capital Investment Advisory Services, LLC | 2,071 | $430.0K | 0.04% | −151−6.8% | Reduced |
| CVA Family Office, LLC | 2,070 | $429.7K | 0.07% | +4+0.2% | Added |
| Capital Management Associates, Inc | 2,060 | $427.7K | 0.17% | +47+2.3% | Added |
| Philadelphia Trust Co | 2,055 | $427.0K | 0.03% | +150+7.9% | Added |
| Wealth Management Partners, LLC | 2,055 | $426.6K | 0.20% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,053 | $426.1K | 0.01% | +168+8.9% | Added |
| Resolute Wealth Strategies, LLC | 2,049 | $425.3K | 0.22% | +8+0.4% | Added |
| Sweet Financial Partners, LLC | 2,041 | $423.8K | 0.09% | −59−2.8% | Reduced |
| Argus Investors' Counsel, Inc. | 2,040 | $423.4K | 0.28% | +142+7.5% | Added |
| Rise Advisors, LLC | 2,039 | $423.2K | 0.20% | +30+1.5% | Added |
| Parkside Financial Bank & Trust | 2,038 | $423.1K | 0.06% | +44+2.2% | Added |
| Silver Oak Securities, Inc | 2,056 | $422.6K | 0.04% | +283+16.0% | Added |
| Midland Wealth Advisors LLC | 2,022 | $419.8K | 0.02% | −1,227−37.8% | Reduced |
| Duncan Williams Asset Management, LLC | 2,020 | $419.4K | 0.23% | −5−0.2% | Reduced |
| Catalina Capital Group, LLC | 2,018 | $418.9K | 0.14% | +21+1.1% | Added |
| Values First Advisors, Inc. | 2,001 | $415.5K | 0.23% | −19−0.9% | Reduced |
| Scientech Research LLC | 1,993 | $413.7K | 0.08% | +1,993 | New |
| Catalyst Financial Partners LLC | 1,991 | $413.3K | 0.08% | −86−4.1% | Reduced |
| Fiduciary Alliance LLC | 1,990 | $413.0K | 0.05% | +1,990 | New |
| City State Bank | 1,986 | $412.3K | 0.15% | −10−0.5% | Reduced |
| Inceptionr LLC | 1,984 | $411.9K | 0.10% | +1,984 | New |
| New Hampshire Trust | 1,980 | $411.0K | 0.09% | −35−1.7% | Reduced |
| Baker Boyer National Bank | 1,979 | $410.8K | 0.14% | 00.0% | Unchanged |
| Notis-McConarty Edward | 1,975 | $410.0K | 0.19% | −1,900−49.0% | Reduced |
| Diligent Investors, LLC | 1,969 | $408.7K | 0.09% | +4+0.2% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,966 | $408.0K | 0.05% | +315+19.1% | Added |
| Deerfield Management Company, L.P. (Series C) | 1,958 | $406.5K | 0.01% | +1,958 | New |
| Ninety One SA (PTY) Ltd | 1,965 | $406.4K | 0.09% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 1,952 | $405.3K | 0.09% | −144−6.9% | Reduced |
| Old West Investment Management, LLC | 1,952 | $405.2K | 0.16% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,949 | $404.5K | 0.08% | −2−0.1% | Reduced |
| Drive Wealth Management, LLC | 1,942 | $403.2K | 0.10% | −60−3.0% | Reduced |
| Cohen & Steers, Inc. | 1,943 | $403.0K | 0.00% | +37+1.9% | Added |
| Capital Advisors Wealth Management, LLC | 1,940 | $402.7K | 0.07% | +94+5.1% | Added |
| Smithfield Trust Co | 1,940 | $402.0K | 0.02% | −49−2.5% | Reduced |
| NFP Retirement, Inc. | 1,935 | $401.8K | 0.03% | −1,015−34.4% | Reduced |
| Trust Co of the South | 1,933 | $401.3K | 0.08% | +42+2.2% | Added |
| Horan Capital Advisors, LLC. | 1,929 | $400.5K | 0.13% | −125−6.1% | Reduced |
| GM Advisory Group, Inc. | 1,925 | $399.7K | 0.02% | +463+31.7% | Added |
| Synergy Financial Group, LTD | 1,922 | $399.0K | 0.38% | −10−0.5% | Reduced |
| Petix & Botte Co | 1,922 | $399.0K | 0.11% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,921 | $398.7K | 0.15% | +1,921 | New |
| SkyOak Wealth, LLC | 1,918 | $398.2K | 0.09% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,911 | $396.7K | 0.04% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,909 | $396.3K | 0.14% | +24+1.3% | Added |
| PFG Advisors | 1,908 | $396.1K | 0.02% | −188−9.0% | Reduced |
| Cypress Wealth Services, LLC | 1,897 | $393.8K | 0.08% | +1,897 | New |
| Tennessee Valley Asset Management Partners | 1,891 | $392.5K | 0.06% | +7+0.4% | Added |
| Dumont & Blake Investment Advisors LLC | 1,877 | $389.7K | 0.10% | −1,985−51.4% | Reduced |
| Callahan Advisors, LLC | 1,872 | $388.6K | 0.04% | +3+0.2% | Added |