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Livermore
Livermore
ZHEN

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; 2,378 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, Q4 2024

Institutional positions in Waste Management Inc as of Dec 31, 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
2,134
+175 vs. Q3 2024
Shares held
327.0M
+5.44M (+1.7%) vs. Q3 2024
Total value
$66.0B
−$272.0M (−0.4%) vs. Q3 2024
New holders
274
879 more added
Sold out
99
651 more reduced

40 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 2,134 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: 2,378 institutions
Value heldQ4 2024: $66.0B
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 20262,378$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, Q4 2024

Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q3 2024.

Institutions holding WM in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Orion Capital Management LLC2$4040.00%+2New
NBC Securities, Inc.4$9030.08%−4,082−99.9%Reduced
Winthrop Capital Management, LLC4$1.00K0.00%+4New
Atlas Capital Advisors LLC5$1.01K0.00%00.0%Unchanged
Accordant Advisory Group Inc5$1.01K0.00%00.0%Unchanged
Transcendent Capital Group LLC5$1.01K0.00%00.0%Unchanged
New Millennium Group LLC6$1.11K0.00%+1+20.0%Added
Chesapeake Asset Management LLC6$1.21K0.00%+4+200.0%Added
Parkworth Wealth Management, Inc.6$1.21K0.00%+6New
1620 Investment Advisors, Inc.6$1.29K0.00%00.0%Unchanged
Copia Wealth Management7$1.41K0.00%+7New
Winnow Wealth LLC9$1.70K0.00%+9New
Strengthening Families & Communities, LLC10$2.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.6$2.00K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC10$2.02K0.00%+10New
Mainstream Capital Management LLC10$2.02K0.00%+10New
Tidemark, LLC10$2.04K0.00%00.0%Unchanged
Private Wealth Management Group, LLC11$2.22K0.00%+11New
Conquis Financial LLC11$2.22K0.00%+11New
Noble Wealth Management PBC12$2.42K0.00%+12New
Bellwether Advisors, LLC13$2.62K0.00%+13New
Clear Investment Research, LLC14$2.83K0.00%+2+16.7%Added
MPWM Advisory Solutions, LLC14$2.83K0.00%+14New
Robinswood Financial LLC15$3.03K0.00%+10+200.0%Added
Bear Mountain Capital, Inc.15$3.15K0.00%00.0%Unchanged
WealthTrak Capital Management LLC16$3.23K0.00%+16New
Financial Network Wealth Advisors LLC17$3.43K0.01%−147−89.6%Reduced
GoalVest Advisory LLC17$3.43K0.00%+17New
Frazier Financial Advisors, LLC17$3.48K0.00%00.0%Unchanged
Park Place Capital Corp18$3.63K0.00%00.0%Unchanged
Synergy Investment Management, LLC18$3.63K0.00%+18New
Clark Wealth Partners18$3.63K0.00%+18New
DecisionPoint Financial, LLC20$4.04K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc20$4.04K0.00%+20New
Peterson Wealth Services20$4.07K0.00%00.0%Unchanged
Curio Wealth, LLC24$4.84K0.00%+24New
Gould Capital, LLC25$5.04K0.00%00.0%Unchanged
Hoese & Co LLP26$5.25K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC26$5.25K0.00%−7−21.2%Reduced
Bradley & Co. Private Wealth Management, LLC26$5.25K0.00%+26New
Bernard Wealth Management Corp.26$5.25K0.00%+26New
Cranbrook Wealth Management, LLC27$5.43K0.00%00.0%Unchanged
Proffitt & Goodson Inc27$5.45K0.00%00.0%Unchanged
Stephens Consulting, LLC27$5.45K0.00%00.0%Unchanged
Bellevue Asset Management, LLC29$5.85K0.00%+29New
Eagle Bay Advisors LLC30$6.05K0.00%00.0%Unchanged
BankPlus Trust Department30$6.05K0.00%+30New
Riggs Asset Managment Co. Inc.30$6.07K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.32$6.46K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO33$6.66K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc40$8.00K0.01%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd42$8.00K0.00%+42New
Birchbrook, Inc.40$8.07K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.44$8.83K0.00%00.0%Unchanged
Albion Financial Group45$9.08K0.00%00.0%Unchanged
Davis Capital Management46$9.28K0.01%00.0%Unchanged
Aventura Private Wealth, LLC48$9.76K0.01%+48New
Horizons Wealth Management49$9.89K0.01%00.0%Unchanged
Atala Financial Inc49$9.89K0.01%+49New
Fortis Group Advisors, LLC50$10.1K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC50$10.1K0.00%00.0%Unchanged
Missouri Trust & Investment Co50$10.1K0.00%00.0%Unchanged
Aspect Partners, LLC50$10.1K0.01%00.0%Unchanged
Minot DeBlois Advisors LLC50$10.1K0.01%+50New
Pacific Center for Financial Services50$10.1K0.00%00.0%Unchanged
Highline Wealth Partners LLC50$10.2K0.00%−2−3.8%Reduced
Westend Capital Management, LLC52$10.5K0.00%00.0%Unchanged
Talon Private Wealth, LLC53$10.7K0.00%00.0%Unchanged
Whipplewood Advisors, LLC54$10.9K0.01%+54New
Synergy Financial Management, LLC54$11.1K0.00%+54New
Hanson & Doremus Investment Management58$12.0K0.00%−45−43.7%Reduced
Ritter Daniher Financial Advisory LLC60$12.1K0.00%00.0%Unchanged
Capital A Wealth Management, LLC61$12.3K0.02%+61New
Main Street Group, LTD62$12.5K0.00%−29−31.9%Reduced
Northwest Capital Management Inc62$12.5K0.01%00.0%Unchanged
American Capital Advisory, LLC62$12.6K0.01%00.0%Unchanged
Avion Wealth65$13.0K0.00%+4+6.6%Added
Contravisory Investment Management, Inc.66$13.3K0.00%+66New
West Financial Advisors, LLC67$13.5K0.00%00.0%Unchanged
Bell Investment Advisors, Inc70$14.1K0.00%00.0%Unchanged
West Branch Capital LLC71$14.3K0.00%00.0%Unchanged
Bank & Trust Co72$14.5K0.01%00.0%Unchanged
Kessler Investment Group, LLC74$14.9K0.01%00.0%Unchanged
Evermay Wealth Management LLC80$16.1K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.80$16.1K0.01%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.75$17.0K0.01%00.0%Unchanged
Roble, Belko & Company, Inc84$17.0K0.00%00.0%Unchanged
Raleigh Capital Management Inc.85$17.2K0.01%−11−11.5%Reduced
DT Investment Partners, LLC86$17.4K0.00%00.0%Unchanged
Rakuten Securities, Inc.88$17.8K0.01%+55+166.7%Added
Quest 10 Wealth Builders, Inc.91$18.4K0.02%+91New
Bruce G. Allen Investments, LLC93$18.8K0.02%+15+19.2%Added
Sachetta, LLC96$19.4K0.01%+2+2.1%Added
Disciplina Capital Management LLC99$20.0K0.00%00.0%Unchanged
Union Savings Bank100$20.2K0.01%00.0%Unchanged
PFS Partners, LLC100$20.2K0.01%00.0%Unchanged
Aspetuck Financial Management LLC100$20.2K0.02%+100New
Runnymede Capital Advisors, Inc.100$20.2K0.02%+100New
Fourth Dimension Wealth, LLC100$20.2K0.01%+100New
Park Square Financial Group, LLC101$20.4K0.01%+101New