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 |
|---|---|---|---|---|---|
| Ridgecrest Wealth Partners, LLC | 1,525 | $316.6K | 0.17% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,523 | $316.3K | 0.00% | +154+11.2% | Added |
| MBA Advisors LLC | 1,521 | $315.8K | 0.15% | +179+13.3% | Added |
| EntryPoint Capital, LLC | 1,514 | $314.3K | 0.18% | −594−28.2% | Reduced |
| Allegheny Financial Group LTD | 1,514 | $314.2K | 0.08% | +1,514 | New |
| LMG Wealth Partners, LLC | 1,513 | $314.2K | 0.07% | −6,767−81.7% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,450 | $313.0K | 0.16% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 1,505 | $312.4K | 0.07% | +1,505 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,504 | $312.2K | 0.09% | −98−6.1% | Reduced |
| KRS Capital Management, LLC | 1,501 | $311.6K | 0.23% | −260−14.8% | Reduced |
| LWM Advisory Services, LLC | 1,500 | $311.4K | 0.23% | 00.0% | Unchanged |
| HC Advisors, LLC | 1,500 | $311.4K | 0.26% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,493 | $309.9K | 0.10% | −185−11.0% | Reduced |
| Phoenix Holdings Ltd. | 1,486 | $308.7K | 0.00% | +129+9.5% | Added |
| D'Orazio & Associates, Inc. | 1,486 | $308.4K | 0.04% | −28−1.8% | Reduced |
| Vigilare Wealth Management | 1,479 | $307.2K | 0.12% | −1−0.1% | Reduced |
| Grandfield & Dodd, LLC | 1,475 | $306.2K | 0.02% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 1,472 | $305.7K | 0.10% | +130+9.7% | Added |
| Annex Advisory Services, LLC | 1,470 | $305.1K | 0.01% | −126−7.9% | Reduced |
| Vaughan David Investments LLC | 1,470 | $305.0K | 0.01% | −190−11.4% | Reduced |
| Dunhill Financial, LLC | 1,465 | $304.1K | 0.16% | +41+2.9% | Added |
| Sigma Investment Counselors Inc | 1,462 | $303.6K | 0.02% | 00.0% | Unchanged |
| Somerville Kurt F | 1,460 | $303.1K | 0.05% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,455 | $302.1K | 0.03% | −70−4.6% | Reduced |
| Perennial Investment Advisors, LLC | 1,453 | $301.6K | 0.04% | +18+1.3% | Added |
| Blackston Financial Advisory Group, LLC | 1,453 | $301.4K | 0.16% | +185+14.6% | Added |
| FinTrust Capital Advisors, LLC | 1,449 | $300.8K | 0.05% | +250+20.9% | Added |
| AlphaStar Capital Management, LLC | 1,449 | $300.7K | 0.02% | +267+22.6% | Added |
| Insight Advisors, LLC | 1,447 | $300.4K | 0.05% | +14+1.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,445 | $300.1K | 0.01% | +36+2.6% | Added |
| Westmount Partners, LLC | 1,444 | $299.7K | 0.09% | −9−0.6% | Reduced |
| MBB Public Markets I LLC | 1,440 | $298.9K | 0.03% | −27,457−95.0% | Reduced |
| Powell Investment Advisors, LLC | 1,427 | $296.2K | 0.14% | 00.0% | Unchanged |
| Blossom Wealth Management | 1,427 | $296.2K | 0.60% | +62+4.5% | Added |
| McAdam, LLC | 1,418 | $294.4K | 0.02% | +98+7.4% | Added |
| Pallas Capital Advisors LLC | 1,409 | $294.4K | 0.01% | +60+4.4% | Added |
| Morningstar Investment Services LLC | 1,433 | $294.0K | 0.00% | −46−3.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,415 | $293.8K | 0.01% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,413 | $293.3K | 0.02% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 1,412 | $293.0K | 0.12% | +1,412 | New |
| Operose Advisors LLC | 1,407 | $292.1K | 0.09% | +38+2.8% | Added |
| Princeton Global Asset Management LLC | 1,405 | $291.8K | 0.06% | 00.0% | Unchanged |
| Wendell David Associates Inc | 1,403 | $291.0K | 0.03% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,401 | $290.9K | 0.08% | −3−0.2% | Reduced |
| TFC Financial Management | 1,399 | $290.4K | 0.05% | +266+23.5% | Added |
| Hazlett, Burt & Watson, Inc. | 1,396 | $290.0K | 0.13% | +16+1.2% | Added |
| Burney Co | 1,394 | $289.4K | 0.01% | +75+5.7% | Added |
| Sterling Investment Advisors, Ltd. | 1,383 | $287.0K | 0.07% | +1+0.1% | Added |
| Coastal Investment Advisors, Inc. | 1,343 | $286.7K | 0.13% | −2,701−66.8% | Reduced |
| Northstar Asset Management LLC | 1,380 | $286.5K | 0.07% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 1,379 | $286.3K | 0.01% | −100−6.8% | Reduced |
| Manchester Capital Management LLC | 1,373 | $285.0K | 0.03% | −63−4.4% | Reduced |
| Essex Private Wealth Management, LLC | 1,370 | $284.4K | 0.67% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,370 | $284.4K | 0.03% | +135+10.9% | Added |
| Corton Capital Inc. | 1,366 | $283.6K | 0.14% | +1,366 | New |
| Sage Mountain Advisors LLC | 1,364 | $283.1K | 0.02% | −53−3.7% | Reduced |
| World Equity Group, Inc. | 1,363 | $283.0K | 0.10% | +50+3.8% | Added |
| 1776 Wealth LLC | 1,362 | $282.7K | 0.13% | +1+0.1% | Added |
| Angeles Investment Advisors, LLC | 1,358 | $281.9K | 0.01% | −61−4.3% | Reduced |
| Ade, LLC | 1,358 | $281.9K | 0.17% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,357 | $281.7K | 0.00% | −314−18.8% | Reduced |
| Merriman Wealth Management, LLC | 1,357 | $281.7K | 0.01% | −47−3.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,355 | $281.3K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,354 | $281.1K | 0.11% | +97+7.7% | Added |
| Fortune Financial Advisors, LLC | 1,349 | $280.1K | 0.25% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,343 | $278.9K | 0.05% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 1,343 | $278.8K | 0.01% | +54+4.2% | Added |
| Lynx Investment Advisory | 1,338 | $277.8K | 0.20% | +30+2.3% | Added |
| Davis R M Inc | 1,337 | $277.6K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,335 | $277.2K | 0.02% | −493−27.0% | Reduced |
| Diamant Asset Management, Inc. | 1,330 | $276.1K | 0.17% | −70−5.0% | Reduced |
| GYL Financial Synergies, LLC | 1,330 | $276.0K | 0.02% | −32−2.3% | Reduced |
| Quantum Private Wealth, LLC | 1,324 | $274.9K | 0.09% | 00.0% | Unchanged |
| Weaver Consulting Group | 1,323 | $274.7K | 0.09% | +300+29.3% | Added |
| Ironsides Asset Advisors, LLC | 1,309 | $271.7K | 0.08% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 1,319 | $271.1K | 0.26% | +205+18.4% | Added |
| SignalPoint Asset Management, LLC | 1,318 | $270.9K | 0.06% | +110+9.1% | Added |
| SNS Financial Group, LLC | 1,303 | $270.4K | 0.03% | +32+2.5% | Added |
| Headinvest, LLC | 1,300 | $269.9K | 0.05% | −9−0.7% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,300 | $269.9K | 0.25% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,299 | $269.7K | 0.02% | +33+2.6% | Added |
| Essex Savings Bank | 1,295 | $268.8K | 0.07% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 1,294 | $268.7K | 0.13% | +4+0.3% | Added |
| D L Carlson Investment Group Inc | 1,292 | $268.2K | 0.05% | +2+0.2% | Added |
| Sax Wealth Advisors, LLC | 1,287 | $267.1K | 0.02% | +170+15.2% | Added |
| Providence First Trust Co | 1,285 | $266.9K | 0.11% | +1,285 | New |
| Trilogy Capital Inc. | 1,278 | $265.3K | 0.01% | −78−5.8% | Reduced |
| Grove Bank & Trust | 1,278 | $265.3K | 0.04% | +78+6.5% | Added |
| Fort Pitt Capital Group, LLC | 1,276 | $264.9K | 0.01% | +1,276 | New |
| Financial Futures Ltd Liability Co. | 1,276 | $264.9K | 0.15% | −75−5.6% | Reduced |
| Mirador Capital Partners LP | 1,273 | $264.3K | 0.05% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 1,273 | $264.3K | 0.08% | −1−0.1% | Reduced |
| Winthrop Advisory Group LLC | 1,270 | $263.8K | 0.03% | +2+0.2% | Added |
| First National Corp | 1,269 | $263.4K | 0.06% | −210−14.2% | Reduced |
| Visionary Wealth Advisors | 1,267 | $263.0K | 0.02% | −22−1.7% | Reduced |
| Vectors Research Management, LLC | 1,265 | $262.0K | 0.08% | −7−0.6% | Reduced |
| Principal Street Partners, LLC | 1,243 | $261.1K | 0.04% | −2,011−61.8% | Reduced |
| Tucker Asset Management LLC | 1,254 | $260.3K | 0.06% | −451−26.5% | Reduced |
| Commonwealth Financial Services, LLC | 1,251 | $260.1K | 0.05% | +3+0.2% | Added |
| West Michigan Advisors, LLC | 1,252 | $259.8K | 0.08% | +14+1.1% | Added |