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 Western Trust Bank | 1,871 | $388.4K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,870 | $388.0K | 0.32% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,827 | $387.1K | 0.13% | +48+2.7% | Added |
| FineMark National Bank & Trust | 1,864 | $387.0K | 0.01% | −266−12.5% | Reduced |
| Rockland Trust Co | 1,861 | $386.3K | 0.02% | +13+0.7% | Added |
| LRI Investments, LLC | 1,742 | $386.2K | 0.04% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 1,718 | $386.1K | 0.23% | −6−0.3% | Reduced |
| Meridian Wealth Advisors, LLC | 1,851 | $384.3K | 0.06% | +2+0.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,850 | $384.1K | 0.20% | 00.0% | Unchanged |
| Cynosure Management, LLC | 1,850 | $384.1K | 0.06% | +2+0.1% | Added |
| Everett Harris & Co | 1,843 | $382.6K | 0.00% | +196+11.9% | Added |
| Revolve Wealth Partners, LLC | 1,842 | $382.4K | 0.06% | −15−0.8% | Reduced |
| Saturna Capital CORP | 1,838 | $381.6K | 0.00% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,830 | $379.8K | 0.21% | −461−20.1% | Reduced |
| Fosun International Ltd | 1,829 | $379.7K | 0.13% | +1,829 | New |
| Argent Financial Group, Inc. | 1,825 | $378.9K | 0.04% | +1,825 | New |
| Alera Investment Advisors, LLC | 1,822 | $378.2K | 0.04% | −50−2.7% | Reduced |
| Lakeshore Financial Planning, Inc. | 1,817 | $377.3K | 0.17% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,817 | $377.2K | 0.02% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 1,804 | $374.5K | 0.09% | −81−4.3% | Reduced |
| Azimuth Capital Investment Management LLC | 1,800 | $373.7K | 0.01% | +500+38.5% | Added |
| Sculati Wealth Management, LLC | 1,791 | $371.8K | 0.15% | 00.0% | Unchanged |
| Drake & Associates, LLC | 1,790 | $371.6K | 0.12% | +321+21.9% | Added |
| Secure Asset Management, LLC | 1,787 | $370.9K | 0.06% | +1,787 | New |
| Stratos Wealth Advisors, LLC | 1,781 | $369.9K | 0.02% | +434+32.2% | Added |
| Sentry Investment Management LLC | 1,778 | $369.0K | 0.16% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 1,773 | $368.0K | 0.30% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,764 | $366.2K | 0.01% | +1+0.1% | Added |
| Semanteon Capital Management, LP | 1,764 | $366.2K | 0.25% | +1,764 | New |
| WESPAC Advisors, LLC | 1,761 | $365.6K | 0.27% | +1+0.1% | Added |
| Personal Cfo Solutions, LLC | 1,754 | $364.1K | 0.05% | +309+21.4% | Added |
| Marcum Wealth, LLC | 1,754 | $364.1K | 0.03% | +53+3.1% | Added |
| Prestige Wealth Management Group LLC | 1,751 | $363.6K | 0.08% | +133+8.2% | Added |
| Pacitti Group Inc. | 1,751 | $363.5K | 0.17% | −198−10.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,750 | $363.3K | 0.11% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,747 | $362.7K | 0.10% | +20+1.2% | Added |
| Larson Financial Group LLC | 1,742 | $361.7K | 0.02% | −70−3.9% | Reduced |
| Bragg Financial Advisors, Inc | 1,741 | $361.4K | 0.01% | +44+2.6% | Added |
| Csenge Advisory Group | 1,701 | $360.4K | 0.02% | +19+1.1% | Added |
| Wealth Architects, LLC | 1,732 | $359.6K | 0.04% | +2+0.1% | Added |
| Trustmark National Bank Trust Department | 1,732 | $359.6K | 0.03% | +410+31.0% | Added |
| Forest Hill Capital, LLC | 1,730 | $359.1K | 0.27% | 00.0% | Unchanged |
| Bank of Stockton | 1,726 | $358.3K | 0.11% | −321−15.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,715 | $356.1K | 0.08% | −217−11.2% | Reduced |
| Legacy Financial Advisors, Inc. | 1,701 | $353.1K | 0.06% | −8−0.5% | Reduced |
| Wimmer Associates 1, LLC | 1,700 | $352.9K | 0.17% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,700 | $352.8K | 0.06% | +150+9.7% | Added |
| Archford Capital Strategies, LLC | 1,647 | $351.6K | 0.05% | −50−2.9% | Reduced |
| Leelyn Smith, LLC | 1,692 | $351.2K | 0.06% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,690 | $350.8K | 0.13% | −1,721−50.5% | Reduced |
| Advisory Resource Group | 1,689 | $350.6K | 0.07% | −85−4.8% | Reduced |
| Prairie Wealth Advisors, Inc. | 1,684 | $349.6K | 0.17% | −40−2.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,683 | $349.3K | 0.05% | +13+0.8% | Added |
| Seeds Investor LLC | 1,679 | $348.6K | 0.13% | −350−17.2% | Reduced |
| PDS Planning, Inc | 1,668 | $346.3K | 0.03% | +26+1.6% | Added |
| Gleason Group, Inc. | 1,666 | $345.9K | 0.06% | +6+0.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,665 | $345.7K | 0.03% | −5−0.3% | Reduced |
| First Business Financial Services, Inc. | 1,657 | $344.0K | 0.03% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,654 | $343.4K | 0.16% | −3,094−65.2% | Reduced |
| Modern Wealth Management, LLC | 1,650 | $342.6K | 0.02% | +373+29.2% | Added |
| Estabrook Capital Management | 1,650 | $342.5K | 0.05% | −6−0.4% | Reduced |
| Amplius Wealth Advisors, LLC | 1,649 | $342.3K | 0.04% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 1,649 | $342.3K | 0.01% | +1,453+741.3% | Added |
| Pure Financial Advisors, Inc. | 1,643 | $341.1K | 0.01% | +278+20.4% | Added |
| San Luis Wealth Advisors LLC | 1,636 | $340.0K | 0.07% | +1,636 | New |
| Beese Fulmer Investment Management, Inc. | 1,635 | $339.4K | 0.03% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,635 | $339.4K | 0.12% | +8+0.5% | Added |
| Pinnacle Bancorp, Inc. | 1,632 | $338.8K | 0.09% | 00.0% | Unchanged |
| First United Bank Trust | 1,630 | $338.4K | 0.12% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,629 | $338.2K | 0.03% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 1,626 | $337.6K | 0.23% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 1,625 | $337.4K | 0.17% | +3+0.2% | Added |
| Arlington Trust Co LLC | 1,624 | $337.1K | 0.07% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,618 | $335.9K | 0.05% | −922−36.3% | Reduced |
| Change Path, LLC | 1,614 | $335.1K | 0.01% | +249+18.2% | Added |
| Dividend Assets Capital, LLC | 1,613 | $334.9K | 0.06% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,608 | $333.8K | 0.17% | +210+15.0% | Added |
| Carret Asset Management, LLC | 1,607 | $333.7K | 0.04% | +50+3.2% | Added |
| Auxier Asset Management | 1,607 | $333.6K | 0.05% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 1,602 | $332.6K | 0.19% | −78−4.6% | Reduced |
| Cidel Asset Management Inc | 1,597 | $331.5K | 0.02% | −58−3.5% | Reduced |
| Heartland Bank & Trust Co | 1,594 | $330.9K | 0.18% | −40−2.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,594 | $330.9K | 0.23% | +27+1.7% | Added |
| L2 Asset Management, LLC | 1,588 | $329.7K | 0.09% | +53+3.5% | Added |
| Northwest Wealth Management, LLC | 1,580 | $328.0K | 0.08% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 1,578 | $328.0K | 0.12% | +16+1.0% | Added |
| Sawgrass Asset Management LLC | 1,578 | $327.6K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,570 | $325.9K | 0.04% | +415+35.9% | Added |
| Mount Yale Investment Advisors, LLC | 1,566 | $325.1K | 0.03% | −195−11.1% | Reduced |
| PBMares Wealth Management LLC | 1,566 | $325.0K | 0.07% | +364+30.3% | Added |
| Berger Financial Group, Inc | 1,562 | $324.3K | 0.02% | +8+0.5% | Added |
| Ballast Advisors LLC | 1,560 | $323.8K | 0.10% | +93+6.3% | Added |
| Fermata Advisors, LLC | 1,559 | $323.6K | 0.07% | +129+9.0% | Added |
| WSFS Capital Management, LLC | 1,551 | $321.9K | 0.02% | +110+7.6% | Added |
| Chesapeake Wealth Management | 1,539 | $319.5K | 0.11% | +65+4.4% | Added |
| ARS Wealth Advisors Group, LLC | 1,536 | $318.8K | 0.04% | −41−2.6% | Reduced |
| Arrowroot Family Office, LLC | 1,528 | $317.3K | 0.18% | −38−2.4% | Reduced |
| Woodward Diversified Capital, LLC | 1,528 | $317.2K | 0.20% | −48−3.0% | Reduced |
| Abner Herrman & Brock LLC | 1,525 | $317.0K | 0.04% | 00.0% | Unchanged |
| Aviso Wealth Management | 1,525 | $316.6K | 0.17% | −362−19.2% | Reduced |