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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; 2,379 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.

Institutional holdersQ3 2024: 1,999 institutions
Q1 2021: 1,493 institutionsQ2 2021: 1,526 institutionsQ3 2021: 1,551 institutionsQ4 2021: 1,700 institutionsQ1 2022: 1,665 institutionsQ2 2022: 1,678 institutionsQ3 2022: 1,695 institutionsQ4 2022: 1,741 institutionsQ1 2023: 1,737 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,751 institutionsQ4 2023: 1,875 institutionsQ1 2024: 1,976 institutionsQ2 2024: 2,007 institutionsQ3 2024: 1,999 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,234 institutionsQ3 2025: 2,180 institutionsQ4 2025: 2,325 institutionsQ1 2026: 2,375 institutionsQ2 2026: 2,379 institutions
Value heldQ3 2024: $66.7B
Q1 2021: $41.1BQ2 2021: $44.4BQ3 2021: $47.1BQ4 2021: $52.8BQ1 2022: $49.8BQ2 2022: $47.7BQ3 2022: $52.8BQ4 2022: $51.1BQ1 2023: $53.7BQ2 2023: $56.4BQ3 2023: $49.5BQ4 2023: $58.4BQ1 2024: $69.3BQ2 2024: $69.2BQ3 2024: $66.7BQ4 2024: $66.0BQ1 2025: $75.2BQ2 2025: $74.6BQ3 2025: $70.8BQ4 2025: $72.1BQ1 2026: $75.7BQ2 2026: $74.1B
Institutions holding WM and their total value by quarter
QuarterHoldersValue
Q2 20262,379$74.1B
Q1 20262,375$75.7B
Q4 20252,325$72.1B
Q3 20252,180$70.8B
Q2 20252,234$74.6B
Q1 20252,207$75.2B
Q4 20242,134$66.0B
Q3 20241,999$66.7B
Q2 20242,007$69.2B
Q1 20241,976$69.3B
Q4 20231,875$58.4B
Q3 20231,751$49.5B
Q2 20231,775$56.4B
Q1 20231,737$53.7B
Q4 20221,741$51.1B
Q3 20221,695$52.8B
Q2 20221,678$47.7B
Q1 20221,665$49.8B
Q4 20211,700$52.8B
Q3 20211,551$47.1B
Q2 20211,526$44.4B
Q1 20211,493$41.1B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q2 2024.

Institutions holding WM in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Prosperity Consulting Group, LLC12,874$2.67M0.21%+11,663+963.1%Added
Empirical Finance, LLC12,868$2.67M0.16%+251+2.0%Added
Aaron Wealth Advisors12,860$2.67M0.32%+226+1.8%Added
Metis Global Partners, LLC12,815$2.66M0.08%+261+2.1%Added
Independent Financial Group, LLC12,805$2.66M0.10%−1,197−8.5%Reduced
Adapt Wealth Advisors, LLC12,764$2.65M1.42%+10.0%Added
Ashton Thomas Private Wealth, LLC12,752$2.65M0.14%+259+2.1%Added
Waldron Private Wealth LLC12,727$2.64M0.11%+46+0.4%Added
McIlrath & Eck, LLC12,706$2.64M0.34%+84+0.7%Added
Transform Wealth, LLC12,693$2.64M0.17%−236−1.8%Reduced
Stratos Wealth Partners, LTD.12,660$2.63M0.04%−865−6.4%Reduced
Bleakley Financial Group, LLC12,631$2.62M0.08%−1,922−13.2%Reduced
Lecap Asset Management Ltd12,604$2.62M0.56%+12,604New
Cliftonlarsonallen Wealth Advisors, LLC12,503$2.60M0.06%+140+1.1%Added
American State Bank (Iowa)12,415$2.58M1.57%−44−0.4%Reduced
Fiduciary Trust Co12,394$2.57M0.04%+7+0.1%Added
J.W. Cole Advisors, Inc.12,298$2.55M0.11%+5,367+77.4%Added
LGT Group Foundation12,253$2.54M0.04%+3,498+40.0%Added
Syntax Research, Inc.12,086$2.51M1.70%+10,081+502.8%Added
Tobam12,080$2.51M0.46%+2,420+25.1%Added
Aviso Financial Inc.12,079$2.51M0.12%+770+6.8%Added
Trium Capital LLP12,031$2.50M1.15%+3,029+33.6%Added
Hartline Investment Corp12,023$2.50M0.31%00.0%Unchanged
Caldwell Trust Co12,019$2.50M0.26%+361+3.1%Added
Nikulski Financial, Inc.12,007$2.49M0.75%+1,375+12.9%Added
Kingsview Wealth Management, LLC11,992$2.49M0.05%+696+6.2%Added
Norris Perne & French LLP11,981$2.49M0.17%00.0%Unchanged
First PREMIER Bank11,973$2.48M0.62%+20+0.2%Added
Confluence Wealth Services, Inc.11,923$2.48M0.18%+2,597+27.8%Added
Horizon Investments, LLC11,922$2.48M0.07%−500−4.0%Reduced
Papp L Roy & Associates11,847$2.46M0.30%00.0%Unchanged
South Dakota Investment Council11,805$2.45M0.05%00.0%Unchanged
Field & Main Bank11,770$2.44M0.87%−50.0%Reduced
Wetherby Asset Management Inc11,757$2.44M0.11%−197−1.6%Reduced
Univest Financial Corp11,680$2.42M0.16%+9,796+520.0%Added
Delta Asset Management LLC11,663$2.42M0.21%−532−4.4%Reduced
Baldwin Investment Management, LLC11,641$2.42M0.30%−750−6.1%Reduced
Argyle Capital Management Inc.11,633$2.42M0.96%−442−3.7%Reduced
Northwestern Mutual Investment Management Company, LLC11,574$2.40M0.06%−42−0.4%Reduced
Legacy Advisors, LLC11,522$2.39M0.26%+494+4.5%Added
Dohj, LLC11,501$2.38M0.56%+79+0.7%Added
Aries Wealth Management11,471$2.38M0.65%+2,691+30.6%Added
Bryn Mawr Trust Co11,435$2.37M0.04%+9,502+491.6%Added
Koshinski Asset Management, Inc.11,427$2.37M0.21%−626−5.2%Reduced
Mechanics Bank Trust Department11,379$2.36M0.31%−50−0.4%Reduced
Diversify Wealth Management, LLC11,112$2.35M0.23%−3,678−24.9%Reduced
Insight Wealth Strategies, LLC11,249$2.34M0.31%+232+2.1%Added
Public Sector Pension Investment Board11,235$2.33M0.01%+2,000+21.7%Added
Robertson Stephens Wealth Management, LLC11,215$2.33M0.09%+92+0.8%Added
IAM Advisory, LLC11,215$2.33M0.59%−101−0.9%Reduced
Aldebaran Financial Inc.11,210$2.33M2.74%+489+4.6%Added
Natixis11,206$2.33M0.01%−397,849−97.3%Reduced
WT Wealth Management10,835$2.31M0.74%+495+4.8%Added
Tokio Marine Asset Management Co Ltd11,087$2.30M0.10%+733+7.1%Added
Hunter Associates Investment Management LLC11,043$2.29M0.36%−162−1.4%Reduced
Mutual Advisors, LLC10,927$2.28M0.07%+226+2.1%Added
Farmers & Merchants Trust Co of Long Beach10,885$2.26M0.55%+260+2.4%Added
Sonora Investment Management Group, LLC10,824$2.25M0.17%+9+0.1%Added
Kentucky Retirement Systems Insurance Trust Fund10,813$2.24M0.16%−959−8.1%Reduced
Orser Capital Management, LLC10,796$2.24M1.74%00.0%Unchanged
Adirondack Trust Co10,781$2.24M0.86%−71−0.7%Reduced
Rothschild Investment LLC10,715$2.22M0.15%−2,461−18.7%Reduced
Weaver Capital Management LLC10,710$2.22M0.67%−1,307−10.9%Reduced
Garrett Investment Advisors LLC10,710$2.22M0.22%+610+6.0%Added
Ancora Advisors, LLC10,591$2.20M0.05%−307−2.8%Reduced
TKG Advisors, LLC10,494$2.18M1.07%+576+5.8%Added
LMCG Investments, LLC10,483$2.18M0.13%+1,828+21.1%Added
Oppenheimer Asset Management Inc.10,464$2.17M0.03%+2,198+26.6%Added
GFS Advisors, LLC10,450$2.17M0.46%+10,100+2,885.7%Added
Garner Asset Management Corp10,420$2.16M0.99%+649+6.6%Added
Leonteq Securities AG10,418$2.16M0.25%+3,769+56.7%Added
YHB Investment Advisors, Inc.10,381$2.16M0.18%−615−5.6%Reduced
Flagship Harbor Advisors, LLC10,340$2.15M0.12%+443+4.5%Added
Castle Rock Wealth Management, LLC10,372$2.14M0.51%+156+1.5%Added
Little House Capital LLC10,193$2.12M0.61%+949+10.3%Added
Ballentine Partners, LLC10,189$2.12M0.04%−42−0.4%Reduced
Hudson Bay Capital Management LP10,000$2.08M0.01%+10,000New
Prospera Financial Services Inc9,896$2.06M0.05%+1,894+23.7%Added
Focus Financial Network, Inc.9,860$2.05M0.08%−389−3.8%Reduced
HMS Capital Management, LLC9,798$2.03M1.00%+615+6.7%Added
We Are One Seven, LLC9,788$2.03M0.09%−68−0.7%Reduced
Schulhoff & Co Inc9,731$2.02M0.84%+130+1.4%Added
One Capital Management, LLC9,681$2.01M0.06%−830−7.9%Reduced
Hudson Canyon Capital Management9,668$2.01M1.30%00.0%Unchanged
IHT Wealth Management, LLC9,661$2.01M0.06%+857+9.7%Added
Edmond de Rothschild Holding S.A.9,634$2.00M0.03%+1,708+21.5%Added
Canton Hathaway, LLC9,593$1.99M0.50%00.0%Unchanged
Buckingham Strategic Partners9,581$1.99M0.04%+198+2.1%Added
Bell Bank9,562$1.99M0.23%00.0%Unchanged
Accretive Wealth Partners, LLC9,553$1.98M0.83%−168−1.7%Reduced
CBOE Vest Financial, LLC9,504$1.97M0.04%+6,347+201.0%Added
Harbour Investments, Inc.9,491$1.97M0.06%−43−0.5%Reduced
Patrick M Sweeney & Associates, Inc9,484$1.97M1.45%−33−0.3%Reduced
Thoroughbred Financial Services, LLC9,455$1.96M0.13%+82+0.9%Added
Valeo Financial Advisors, LLC9,445$1.96M0.06%−106−1.1%Reduced
Aptus Capital Advisors, LLC9,416$1.95M0.03%+396+4.4%Added
Azzad Asset Management Inc9,414$1.95M0.22%−96−1.0%Reduced
Pensionmark Financial Group, LLC9,413$1.95M0.06%+6,689+245.6%Added
Great Valley Advisor Group, Inc.9,413$1.95M0.05%+105+1.1%Added
Parsons Capital Management Inc9,360$1.94M0.12%−173−1.8%Reduced