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, 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,379 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,325 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,207 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bill Few Associates, Inc. | 3,276 | $661.1K | 0.23% | −200−5.8% | Reduced |
| Portside Wealth Group, LLC | 3,283 | $662.5K | 0.11% | +893+37.4% | Added |
| Mosaic Family Wealth Partners, LLC | 3,288 | $663.5K | 0.10% | 00.0% | Unchanged |
| Thomasville National Bank | 3,291 | $664.1K | 0.05% | +13+0.4% | Added |
| Everett Harris & Co | 3,298 | $665.5K | 0.01% | +1,455+78.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,320 | $670.1K | 0.02% | +297+9.8% | Added |
| Alliance Wealth Advisors, LLC | 3,325 | $671.0K | 0.38% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,329 | $671.7K | 0.02% | +75+2.3% | Added |
| PharVision Advisers, LLC | 3,338 | $673.6K | 0.57% | +3,338 | New |
| Community Bank & Trust, Waco, Texas | 3,346 | $675.0K | 0.16% | +185+5.9% | Added |
| Fundamentun, LLC | 3,360 | $678.1K | 0.04% | −14,152−80.8% | Reduced |
| Americana Partners, LLC | 3,364 | $678.8K | 0.03% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 3,366 | $679.2K | 0.08% | −5−0.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,345 | $680.3K | 0.10% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 3,384 | $682.8K | 0.27% | +289+9.3% | Added |
| SGL Investment Advisors, Inc. | 3,019 | $686.5K | 0.35% | +28+0.9% | Added |
| Ipsen Advisor Group LLC | 3,405 | $687.2K | 0.59% | +3,405 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 15,452 | $693.0K | 0.12% | +4,639+42.9% | Added |
| First Foundation Advisors | 3,441 | $694.3K | 0.03% | −25−0.7% | Reduced |
| Richwood Investment Advisors, LLC | 3,458 | $697.7K | 0.58% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,471 | $700.1K | 0.04% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 3,117 | $706.8K | 0.40% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 3,504 | $707.0K | 0.07% | −87−2.4% | Reduced |
| Core Wealth Partners LLC | 3,510 | $708.3K | 0.41% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 3,518 | $710.0K | 0.03% | +161+4.8% | Added |
| Cornerstone Advisory, LLC | 3,118 | $710.0K | 0.08% | +727+30.4% | Added |
| Ausdal Financial Partners, Inc. | 3,519 | $710.2K | 0.06% | +585+19.9% | Added |
| Kinneret Advisory, LLC | 3,536 | $713.5K | 0.07% | −165−4.5% | Reduced |
| KWB Wealth | 3,456 | $717.4K | 0.09% | +718+26.2% | Added |
| Berkshire Bank | 3,556 | $717.6K | 0.17% | +20+0.6% | Added |
| Cornerstone Wealth Management, LLC | 3,558 | $717.9K | 0.05% | +114+3.3% | Added |
| King Wealth | 3,561 | $719.0K | 0.10% | +10.0% | Added |
| Oakworth Capital, Inc. | 3,591 | $724.6K | 0.05% | +33+0.9% | Added |
| Howard Capital Management Inc. | 3,598 | $726.0K | 0.01% | +367+11.4% | Added |
| Spinnaker Trust | 3,614 | $729.3K | 0.05% | +250+7.4% | Added |
| Verus Capital Partners, LLC | 3,619 | $730.2K | 0.07% | +371+11.4% | Added |
| Ameritas Investment Partners, Inc. | 3,621 | $730.6K | 0.02% | −140−3.7% | Reduced |
| Guardian Wealth Advisors, LLC | 3,629 | $732.3K | 0.06% | +122+3.5% | Added |
| Linscomb & Williams, Inc. | 3,637 | $733.9K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,645 | $735.5K | 0.05% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,648 | $736.1K | 0.11% | −29−0.8% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,676 | $741.8K | 0.02% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 3,678 | $742.3K | 0.01% | −200−5.2% | Reduced |
| Northeast Financial Group, Inc. | 3,682 | $743.1K | 0.28% | +86+2.4% | Added |
| Bluesphere Advisors, LLC | 3,696 | $745.8K | 0.37% | −281−7.1% | Reduced |
| Westpac Banking Corp | 3,712 | $749.0K | 0.05% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 3,720 | $750.7K | 0.52% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 3,737 | $754.1K | 0.34% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,738 | $754.3K | 0.03% | −2,996−44.5% | Reduced |
| First National Bank of Hutchinson | 3,742 | $755.1K | 0.46% | +116+3.2% | Added |
| Investor's Fiduciary Advisor Network, LLC | 3,750 | $756.0K | 0.29% | +3,750 | New |
| American National Bank | 3,753 | $757.3K | 0.08% | −455−10.8% | Reduced |
| Lake Street Advisors Group, LLC | 3,762 | $759.1K | 0.03% | +31+0.8% | Added |
| Waverton Investment Management Ltd | 3,764 | $759.2K | 0.01% | +1,164+44.8% | Added |
| Montecito Bank & Trust | 3,778 | $762.4K | 0.13% | −15−0.4% | Reduced |
| Kovack Advisors, Inc. | 3,791 | $764.9K | 0.08% | +908+31.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,792 | $765.2K | 0.02% | +664+21.2% | Added |
| Vestmark Advisory Solutions, Inc. | 3,797 | $766.2K | 0.03% | +854+29.0% | Added |
| Avestar Capital, LLC | 3,803 | $767.4K | 0.07% | +369+10.7% | Added |
| Retirement Guys Formula LLC | 3,804 | $767.6K | 0.39% | +400+11.8% | Added |
| Quotient Wealth Partners, LLC | 3,819 | $770.7K | 0.03% | −655−14.6% | Reduced |
| Secure Asset Management, LLC | 3,827 | $772.1K | 0.12% | +2,040+114.2% | Added |
| Koa Wealth Management, LLC | 3,831 | $773.1K | 0.63% | −15−0.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 3,832 | $773.2K | 0.35% | +1,348+54.3% | Added |
| Busey Wealth Management | 3,833 | $773.5K | 0.03% | −159−4.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,850 | $776.9K | 0.19% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,863 | $779.5K | 0.06% | +807+26.4% | Added |
| Sciencast Management LP | 3,865 | $779.9K | 0.21% | +3,865 | New |
| HF Advisory Group, LLC | 3,867 | $780.3K | 0.36% | −6−0.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,866 | $781.0K | 0.00% | +44+1.2% | Added |
| Fox Run Management, L.L.C. | 3,876 | $782.1K | 0.14% | +3,876 | New |
| Capital Analysts, LLC | 3,881 | $783.0K | 0.03% | −43−1.1% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 3,889 | $784.8K | 0.26% | +3,889 | New |
| TCG Advisory Services, LLC | 3,893 | $785.6K | 0.03% | −12−0.3% | Reduced |
| Van Hulzen Asset Management, LLC | 3,897 | $786.4K | 0.06% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,900 | $787.0K | 0.12% | +2,330+148.4% | Added |
| EHP Funds Inc. | 3,900 | $787.0K | 0.81% | +3,900 | New |
| SkyView Investment Advisors, LLC | 3,900 | $787.0K | 0.13% | +3,900 | New |
| Community Bank, N.A. | 3,907 | $788.4K | 0.10% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 3,908 | $788.6K | 0.75% | 00.0% | Unchanged |
| SOL Capital Management CO | 3,935 | $794.0K | 0.09% | −2,000−33.7% | Reduced |
| InTrack Investment Management Inc | 3,846 | $796.7K | 0.56% | +3,846 | New |
| Aberdeen Wealth Management LLC | 3,975 | $802.1K | 0.55% | −155−3.8% | Reduced |
| Bank of Jackson Hole Trust | 3,990 | $805.1K | 0.54% | +3,990 | New |
| Financial Advocates Investment Management | 4,003 | $807.8K | 0.05% | +121+3.1% | Added |
| Arete Wealth Advisors, LLC | 4,005 | $808.0K | 0.06% | +1,179+41.7% | Added |
| Smith, Salley & Associates | 4,011 | $809.4K | 0.05% | −376−8.6% | Reduced |
| Marex Group plc | 4,013 | $809.8K | 0.01% | +4,013 | New |
| Smith, Moore & Co. | 4,028 | $812.9K | 0.07% | 00.0% | Unchanged |
| Syon Capital LLC | 4,037 | $814.6K | 0.07% | −32−0.8% | Reduced |
| Harbour Trust & Investment Management Co | 4,075 | $822.3K | 0.09% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 4,077 | $822.7K | 0.02% | +4,077 | New |
| Bank Ozk | 4,087 | $824.7K | 0.34% | −226−5.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,090 | $825.3K | 0.09% | +4,090 | New |
| Kennedy Investment Group | 4,091 | $825.4K | 0.37% | −22−0.5% | Reduced |
| Cigna Investments Inc | 4,093 | $826.0K | 0.15% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 4,113 | $829.8K | 0.12% | −117−2.8% | Reduced |
| Regatta Capital Group, LLC | 4,116 | $830.6K | 0.16% | −3−0.1% | Reduced |
| McDonald Partners LLC | 4,116 | $830.6K | 0.21% | +10.0% | Added |
| Robbins Farley LLC | 4,124 | $832.2K | 0.41% | +4,124 | New |