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 |
|---|---|---|---|---|---|
| Gen-Wealth Partners Inc | 1,209 | $259.7K | 0.11% | +31+2.6% | Added |
| Phillips Wealth Planners LLC | 1,217 | $259.4K | 0.25% | −25−2.0% | Reduced |
| Teza Capital Management LLC | 1,248 | $259.1K | 0.03% | +1,248 | New |
| Crewe Advisors LLC | 1,244 | $258.3K | 0.03% | −10−0.8% | Reduced |
| Means Investment Co., Inc. | 1,242 | $257.9K | 0.03% | +1+0.1% | Added |
| Signature Estate & Investment Advisors LLC | 1,239 | $257.3K | 0.01% | +46+3.9% | Added |
| Wealth Management Associates, Inc. | 1,237 | $256.8K | 0.11% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 1,236 | $256.5K | 0.10% | +1+0.1% | Added |
| Balboa Wealth Partners | 1,233 | $255.9K | 0.06% | +49+4.1% | Added |
| Up Strategic Wealth Investment Advisors LLC | 1,228 | $254.9K | 0.29% | +99+8.8% | Added |
| Hamilton Capital, LLC | 1,180 | $254.7K | 0.02% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,225 | $254.3K | 0.05% | +3+0.2% | Added |
| A. D. Beadell Investment Counsel, Inc. | 1,225 | $254.0K | 0.20% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 1,220 | $253.3K | 0.04% | −22−1.8% | Reduced |
| Capital Planning Advisors, LLC | 1,218 | $252.9K | 0.04% | 00.0% | Unchanged |
| Hilltop National Bank | 1,208 | $250.8K | 0.08% | +185+18.1% | Added |
| First Interstate Bank | 1,205 | $250.2K | 0.02% | +206+20.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,196 | $249.9K | 0.00% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 1,204 | $249.9K | 0.01% | +1,204 | New |
| Atlanta Consulting Group Advisors, LLC | 1,200 | $249.1K | 0.06% | +1,200 | New |
| United Advisor Group, LLC | 1,198 | $248.7K | 0.06% | +259+27.6% | Added |
| Frisch Financial Group, Inc. | 1,194 | $248.0K | 0.07% | +4+0.3% | Added |
| Quantum Financial Advisors, LLC | 1,192 | $247.4K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 1,191 | $247.3K | 0.12% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,190 | $247.0K | 0.03% | +173+17.0% | Added |
| Brooks, Moore & Associates, Inc. | 1,188 | $246.7K | 0.15% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 1,188 | $246.6K | 0.02% | +77+6.9% | Added |
| Waterloo Capital, L.P. | 1,187 | $246.5K | 0.03% | +142+13.6% | Added |
| Optas, LLC | 1,187 | $246.5K | 0.06% | +9+0.8% | Added |
| Kanawha Capital Management LLC | 1,182 | $245.4K | 0.02% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,180 | $245.0K | 0.03% | 00.0% | Unchanged |
| Courier Capital LLC | 1,175 | $243.9K | 0.02% | +1,175 | New |
| Maia Wealth LLC | 1,165 | $243.3K | 0.06% | −54−4.4% | Reduced |
| Grant Street Asset Management, Inc. | 1,169 | $242.7K | 0.07% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,168 | $242.5K | 0.06% | +6+0.5% | Added |
| Lowe Brockenbrough & Co Inc | 1,168 | $242.5K | 0.02% | +110+10.4% | Added |
| Baader Bank INC | 1,234 | $242.2K | 0.02% | −7,799−86.3% | Reduced |
| Rosenberg Matthew Hamilton | 1,166 | $242.1K | 0.06% | 00.0% | Unchanged |
| Winton Group Ltd | 1,165 | $241.9K | 0.02% | −2,530−68.5% | Reduced |
| Simon Quick Advisors, LLC | 1,164 | $241.6K | 0.02% | +136+13.2% | Added |
| Archer Investment Corp | 1,158 | $240.4K | 0.06% | +75+6.9% | Added |
| LaFleur & Godfrey LLC | 1,152 | $239.2K | 0.03% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 1,152 | $239.2K | 0.09% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,151 | $239.0K | 0.07% | +47+4.3% | Added |
| Bangor Savings Bank | 1,150 | $238.7K | 0.02% | −73−6.0% | Reduced |
| Gray Wealth Management Inc. | 1,148 | $238.2K | 0.09% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 1,135 | $235.8K | 0.11% | +24+2.2% | Added |
| Ridgewood Investments LLC | 1,131 | $234.8K | 0.12% | −88−7.2% | Reduced |
| Facet Wealth, Inc. | 1,086 | $232.4K | 0.01% | +54+5.2% | Added |
| Pasadena Private Wealth, LLC | 1,118 | $232.1K | 0.05% | +50+4.7% | Added |
| CRA Financial Services, LLC | 1,116 | $231.7K | 0.04% | +50+4.7% | Added |
| Consolidated Planning Corp | 1,115 | $231.5K | 0.03% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,114 | $231.3K | 0.03% | +6+0.5% | Added |
| Paradigm Financial Partners, LLC | 1,022 | $230.6K | 0.03% | +50+5.1% | Added |
| Pflug Koory, LLC | 1,109 | $230.2K | 0.11% | +1,109 | New |
| Excalibur Management Corp | 1,106 | $229.6K | 0.09% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 1,104 | $229.3K | 0.10% | +1,104 | New |
| German American Bancorp, Inc. | 1,102 | $228.8K | 0.02% | 00.0% | Unchanged |
| North Star Asset Management Inc | 1,100 | $228.4K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,100 | $228.4K | 0.16% | +8+0.7% | Added |
| Bridgefront Capital, LLC | 1,100 | $228.4K | 0.09% | +1,100 | New |
| Sharp Financial Services, LLC | 1,099 | $228.2K | 0.18% | +83+8.2% | Added |
| S&CO Inc | 1,100 | $228.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,098 | $227.9K | 0.02% | 00.0% | Unchanged |
| GenTrust, LLC | 1,097 | $227.7K | 0.01% | +1,097 | New |
| Carolinas Wealth Consulting LLC | 1,094 | $227.0K | 0.04% | +12+1.1% | Added |
| Financial Guidance Group, Inc. | 1,092 | $226.7K | 0.13% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,092 | $226.6K | 0.05% | +11+1.0% | Added |
| Sound Income Strategies, LLC | 1,091 | $226.5K | 0.01% | −942−46.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,088 | $225.8K | 0.03% | 00.0% | Unchanged |
| One Day In July LLC | 1,083 | $224.8K | 0.03% | +125+13.0% | Added |
| OneAscent Wealth Management LLC | 1,078 | $224.0K | 0.09% | −771−41.7% | Reduced |
| Bray Capital Advisors | 1,075 | $223.2K | 0.05% | 00.0% | Unchanged |
| Rice Partnership, LLC | 1,073 | $222.8K | 0.04% | +1,073 | New |
| First National Bank & Trust Co of Newtown | 1,068 | $221.7K | 0.04% | 00.0% | Unchanged |
| Elevatus Welath Management | 1,065 | $221.1K | 0.07% | +84+8.6% | Added |
| Second Line Capital, LLC | 1,054 | $218.8K | 0.06% | 00.0% | Unchanged |
| Breakwater Capital Group | 1,053 | $218.6K | 0.04% | +18+1.7% | Added |
| Kellett Schaffner Wealth Advisors LLC | 1,052 | $218.4K | 0.16% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 1,050 | $218.0K | 0.16% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 1,049 | $217.8K | 0.06% | −122−10.4% | Reduced |
| Whalerock Point Partners, LLC | 1,048 | $217.6K | 0.05% | 00.0% | Unchanged |
| Ewa, LLC | 981 | $217.5K | 0.08% | +36+3.8% | Added |
| Fiduciary Group LLC | 1,047 | $217.3K | 0.02% | +6+0.6% | Added |
| Wealth Alliance | 1,045 | $216.9K | 0.03% | −63−5.7% | Reduced |
| Resolute Partners Group | 1,044 | $216.8K | 0.04% | +4+0.4% | Added |
| Silvant Capital Management LLC | 1,044 | $216.7K | 0.01% | 00.0% | Unchanged |
| First County Bank | 1,041 | $216.1K | 0.11% | 00.0% | Unchanged |
| US Asset Management LLC | 957 | $216.0K | 0.19% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 1,034 | $215.7K | 0.05% | +1,034 | New |
| Mairs & Power Inc | 1,038 | $215.5K | 0.00% | −76−6.8% | Reduced |
| TNF LLC | 1,031 | $215.4K | 0.08% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 962 | $215.2K | 0.04% | +962 | New |
| Colonial River Wealth Management, LLC | 1,036 | $215.1K | 0.11% | −130−11.1% | Reduced |
| MV Capital Management, Inc. | 1,036 | $215.1K | 0.02% | +3+0.3% | Added |
| Stableford Capital II LLC | 1,014 | $214.8K | 0.09% | −300−22.8% | Reduced |
| Selective Wealth Management, Inc. | 1,029 | $214.7K | 0.09% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,031 | $214.0K | 0.06% | +1,031 | New |
| Kestra Investment Management, LLC | 1,030 | $213.8K | 0.01% | +1,030 | New |
| Leisure Capital Management | 1,029 | $213.6K | 0.09% | 00.0% | Unchanged |