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 |
|---|---|---|---|---|---|
| Painted Porch Advisors LLC | 590 | $122.5K | 0.06% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 585 | $121.0K | 0.06% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 579 | $120.2K | 0.05% | +579 | New |
| Essex Investment Management Co LLC | 571 | $118.5K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 569 | $118.1K | 0.01% | +116+25.6% | Added |
| Covestor Ltd | 563 | $117.0K | 0.07% | −3−0.5% | Reduced |
| Oarsman Capital, Inc. | 551 | $114.4K | 0.02% | +551 | New |
| Garde Capital, Inc. | 533 | $111.0K | 0.01% | +1+0.2% | Added |
| TruNorth Capital Management, LLC | 515 | $106.9K | 0.03% | +85+19.8% | Added |
| Plante Moran Financial Advisors, LLC | 503 | $104.4K | 0.01% | +17+3.5% | Added |
| ZRC Wealth Management, LLC | 500 | $103.8K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 493 | $102.3K | 0.03% | −27−5.2% | Reduced |
| Pacifica Partners Inc. | 487 | $101.1K | 0.04% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 480 | $99.7K | 0.15% | +1+0.2% | Added |
| Magellan Asset Management Ltd | 479 | $99.4K | 0.00% | −190−28.4% | Reduced |
| Hollencrest Capital Management | 467 | $97.0K | 0.00% | +157+50.6% | Added |
| Investors Research Corp | 459 | $95.3K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 450 | $93.4K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 450 | $93.4K | 0.03% | +450 | New |
| State of Wyoming | 449 | $93.2K | 0.01% | −130−22.5% | Reduced |
| Concord Wealth Partners | 447 | $92.7K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 445 | $92.4K | 0.01% | +5+1.1% | Added |
| CoreFirst Bank & Trust | 440 | $91.3K | 0.05% | +440 | New |
| Laurel Wealth Advisors LLC | 436 | $90.5K | 0.01% | +292+202.8% | Added |
| Versant Capital Management, Inc | 435 | $90.3K | 0.02% | −183−29.6% | Reduced |
| Ashton Thomas Securities, LLC | 428 | $88.9K | 0.02% | +428 | New |
| Quarry LP | 419 | $87.0K | 0.03% | −264−38.7% | Reduced |
| Sittner & Nelson, LLC | 413 | $85.8K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 401 | $83.2K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 390 | $81.0K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 388 | $80.5K | 0.05% | −27−6.5% | Reduced |
| McMahon Financial Advisors, LLC | 385 | $79.9K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 380 | $78.9K | 0.02% | +2+0.5% | Added |
| Centerpoint Advisors, LLC | 370 | $77.0K | 0.03% | −40−9.8% | Reduced |
| Itau Unibanco Holding S.A. | 369 | $76.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 364 | $75.6K | 0.01% | +133+57.6% | Added |
| Valued Wealth Advisors LLC | 360 | $74.7K | 0.05% | +6+1.7% | Added |
| Tower View Investment Management & Research LLC | 341 | $70.9K | 0.04% | 00.0% | Unchanged |
| Financial Freedom, LLC | 340 | $70.7K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 329 | $68.3K | 0.02% | −900−73.2% | Reduced |
| Annapolis Financial Services, LLC | 325 | $67.5K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 314 | $65.2K | 0.02% | +311+10,366.7% | Added |
| Venturi Wealth Management, LLC | 313 | $65.0K | 0.00% | −26−7.7% | Reduced |
| HBC Financial Services, PLLC | 300 | $64.0K | 0.04% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 306 | $63.5K | 0.03% | +306 | New |
| Bollard Group LLC | 292 | $61.0K | 0.00% | +1+0.3% | Added |
| Security National Bank | 291 | $60.4K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 290 | $60.3K | 0.03% | +290 | New |
| Voisard Asset Management Group, Inc. | 288 | $59.8K | 0.02% | +8+2.9% | Added |
| Studio Investment Management LLC | 285 | $59.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 283 | $58.8K | 0.02% | +3+1.1% | Added |
| TD Capital Management LLC | 280 | $58.1K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 279 | $57.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 268 | $55.7K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 267 | $55.4K | 0.05% | +267 | New |
| Westside Investment Management, Inc. | 245 | $51.0K | 0.01% | −24−8.9% | Reduced |
| Planning Capital Management Corp | 245 | $50.9K | 0.03% | +84+52.2% | Added |
| Trifecta Capital Advisors, LLC | 242 | $50.2K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 234 | $48.6K | 0.01% | +200+588.2% | Added |
| Alpine Bank Wealth Management | 234 | $48.6K | 0.01% | +234 | New |
| Rational Advisors LLC | 225 | $46.7K | 0.00% | −29−11.4% | Reduced |
| Country Trust Bank | 225 | $46.7K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 219 | $45.5K | 0.01% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 211 | $43.8K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 211 | $43.8K | 0.02% | +72+51.8% | Added |
| Capstone Investment Advisors, LLC | 205 | $42.6K | 0.00% | +205 | New |
| SOA Wealth Advisors, LLC. | 205 | $42.5K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 202 | $41.8K | 0.03% | +1+0.5% | Added |
| Duncker Streett & Co Inc | 200 | $41.5K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 200 | $41.5K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 200 | $41.5K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 199 | $41.3K | 0.01% | 00.0% | Unchanged |
| Kepos Capital LP | 194 | $40.0K | 0.02% | −39−16.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 190 | $39.4K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 187 | $38.8K | 0.01% | +1+0.5% | Added |
| WealthCollab, LLC | 184 | $38.2K | 0.03% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 180 | $37.4K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 180 | $37.4K | 0.01% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 180 | $37.4K | 0.01% | +180 | New |
| Cape Investment Advisory, Inc. | 180 | $37.3K | 0.02% | +1+0.6% | Added |
| Addison Advisors LLC | 179 | $37.2K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 176 | $36.5K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 166 | $36.4K | 0.01% | −132−44.3% | Reduced |
| Raffa Wealth Management, LLC | 174 | $36.1K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 173 | $35.9K | 0.01% | −8−4.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 164 | $34.0K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 164 | $34.0K | 0.03% | +72+78.3% | Added |
| Dynamic Wealth Strategies, LLC | 166 | $34.0K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 207 | $34.0K | 0.04% | −6−2.8% | Reduced |
| Slocum, Gordon & Co LLP | 161 | $33.6K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 160 | $33.2K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 157 | $32.6K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 145 | $30.1K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 144 | $30.0K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 137 | $28.4K | 0.00% | −63−31.5% | Reduced |
| Hexagon Capital Partners LLC | 137 | $28.4K | 0.01% | −62−31.2% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 132 | $27.4K | 0.04% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 130 | $27.0K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 130 | $27.0K | 0.02% | +83+176.6% | Added |
| PEAK6 Investments LLC | 127 | $26.4K | 0.00% | +127 | New |