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 |
|---|---|---|---|---|---|
| Beaumont Financial Advisors, LLC | 4,125 | $832.4K | 0.06% | +91+2.3% | Added |
| Dempze Nancy E | 4,142 | $835.8K | 0.48% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,148 | $837.0K | 0.06% | +4,148 | New |
| Profund Advisors LLC | 4,152 | $837.8K | 0.03% | −297−6.7% | Reduced |
| Twin Capital Management Inc | 4,167 | $840.9K | 0.09% | −144−3.3% | Reduced |
| Logan Capital Management Inc | 4,191 | $845.7K | 0.04% | +10.0% | Added |
| Central Pacific Bank - Trust Division | 4,200 | $847.5K | 0.11% | −1,300−23.6% | Reduced |
| Silvercrest Asset Management Group LLC | 4,208 | $849.1K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 4,209 | $849.3K | 0.02% | +1,316+45.5% | Added |
| Curated Wealth Partners LLC | 4,214 | $850.3K | 0.10% | +4,214 | New |
| Tradewinds, LLC. | 3,762 | $850.5K | 0.24% | −56−1.5% | Reduced |
| Allen Investment Management LLC | 4,250 | $857.6K | 0.01% | −399−8.6% | Reduced |
| Cypress Asset Management Inc | 4,256 | $858.8K | 0.21% | −50−1.2% | Reduced |
| MMBG Investment Advisors Co. | 4,260 | $859.6K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,328 | $873.3K | 0.08% | −32−0.7% | Reduced |
| Cito Capital Group, LLC | 4,351 | $878.0K | 0.32% | 00.0% | Unchanged |
| Jacksonville Wealth Management, LLC | 4,355 | $878.8K | 0.82% | +4,355 | New |
| Capital Investment Counsel, LLC | 4,384 | $884.6K | 0.15% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 4,390 | $886.0K | 0.81% | −150−3.3% | Reduced |
| Impact Investors, Inc | 4,396 | $887.1K | 0.69% | +4,396 | New |
| Werlinich Asset Management, LLC | 4,390 | $888.0K | 0.52% | +5+0.1% | Added |
| Terry L. Blaker | 4,401 | $888.1K | 0.03% | +70+1.6% | Added |
| Peterson Wealth Management | 4,402 | $888.3K | 0.53% | +415+10.4% | Added |
| MWA Asset Management | 4,405 | $888.9K | 0.59% | −70−1.6% | Reduced |
| Mainsail Financial Group, LLC | 4,419 | $891.7K | 0.52% | −39−0.9% | Reduced |
| Symphony Financial, Ltd. Co. | 4,197 | $893.6K | 0.14% | +10+0.2% | Added |
| Oak Thistle LLC | 4,446 | $897.2K | 0.27% | +998+28.9% | Added |
| Signal Advisors Wealth, LLC | 4,449 | $897.9K | 0.10% | +210+5.0% | Added |
| IMS Capital Management | 4,450 | $898.0K | 0.42% | +3+0.1% | Added |
| Franklin Street Advisors Inc | 4,450 | $898.0K | 0.06% | −288−6.1% | Reduced |
| Gotham Asset Management, LLC | 4,481 | $904.2K | 0.01% | +1,885+72.6% | Added |
| Rithm Capital Corp. | 4,500 | $908.1K | 3.70% | +4,500 | New |
| Financial Network Wealth Management LLC | 4,529 | $913.0K | 0.33% | −61−1.3% | Reduced |
| J. W. Coons Advisors, LLC | 4,550 | $918.1K | 0.24% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,552 | $918.6K | 0.09% | +332+7.9% | Added |
| Milestone Asset Management, LLC | 4,559 | $920.1K | 0.20% | +946+26.2% | Added |
| NCP Inc. | 4,561 | $920.3K | 0.47% | −10−0.2% | Reduced |
| Claro Advisors LLC | 4,584 | $925.0K | 0.13% | +1,387+43.4% | Added |
| Farther Finance Advisors, LLC | 4,608 | $929.9K | 0.03% | +527+12.9% | Added |
| GeoWealth Management, LLC | 4,616 | $931.4K | 0.03% | −468−9.2% | Reduced |
| Transcend Wealth Collective, LLC | 4,626 | $933.5K | 0.07% | −79−1.7% | Reduced |
| Cassia Capital Partners, LLC | 4,639 | $936.1K | 0.60% | +1,222+35.8% | Added |
| CWA Asset Management Group, LLC | 4,663 | $941.0K | 0.05% | +117+2.6% | Added |
| IVC Wealth Advisors LLC | 4,664 | $941.1K | 0.53% | −396−7.8% | Reduced |
| L.M. Kohn & Company | 4,687 | $945.8K | 0.24% | −254−5.1% | Reduced |
| Bank of Nova Scotia Trust Co | 4,711 | $950.6K | 0.10% | −24−0.5% | Reduced |
| Country Club Bank | 4,726 | $955.9K | 0.06% | +100+2.2% | Added |
| Founders Financial Alliance, LLC | 4,810 | $970.5K | 0.27% | +840+21.2% | Added |
| MONECO Advisors, LLC | 4,812 | $971.0K | 0.10% | +54+1.1% | Added |
| Wesbanco Bank Inc | 4,817 | $972.0K | 0.03% | +36+0.8% | Added |
| Bravias Capital Group, LLC | 4,414 | $972.1K | 0.79% | +4,414 | New |
| Solidarilty Wealth, LLC | 4,839 | $976.5K | 0.25% | −5−0.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 4,894 | $987.6K | 0.38% | +4,894 | New |
| Vise Technologies, Inc. | 4,921 | $993.0K | 0.08% | +1,742+54.8% | Added |
| Fulton Bank, N.A. | 4,934 | $995.6K | 0.04% | −39−0.8% | Reduced |
| Callahan Advisors, LLC | 4,937 | $996.3K | 0.09% | +3,065+163.7% | Added |
| WR Wealth Planners, LLC | 4,975 | $1.00M | 0.32% | −433−8.0% | Reduced |
| Edge Capital Group, LLC | 4 | $1.01M | 0.04% | −5,122−99.9% | Reduced |
| Barbara Oil Co. | 5,000 | $1.01M | 0.42% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 5,018 | $1.01M | 0.25% | +18+0.4% | Added |
| Leigh Baldwin & Co., LLC | 5,047 | $1.02M | 0.86% | +5,047 | New |
| Adviser Investments LLC | 5,051 | $1.02M | 0.01% | +86+1.7% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,049 | $1.02M | 0.41% | 00.0% | Unchanged |
| XML Financial, LLC | 5,076 | $1.02M | 0.09% | +239+4.9% | Added |
| High Net Worth Advisory Group LLC | 5,112 | $1.03M | 0.29% | −200−3.8% | Reduced |
| Mayflower Financial Advisors, LLC | 5,115 | $1.03M | 0.15% | +126+2.5% | Added |
| Stenger Family Office, LLC | 5,120 | $1.03M | 0.35% | +5,120 | New |
| Motiv8 Investments LLC | 5,127 | $1.03M | 0.73% | +5,127 | New |
| Silver Oak Securities, Inc | 5,119 | $1.04M | 0.10% | +3,063+149.0% | Added |
| Fidelis Capital Partners, LLC | 4,633 | $1.04M | 0.10% | −599−11.4% | Reduced |
| WealthTrust Axiom LLC | 5,158 | $1.04M | 0.31% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 5,162 | $1.04M | 0.35% | 00.0% | Unchanged |
| FORA Capital, LLC | 5,173 | $1.04M | 0.12% | −23,427−81.9% | Reduced |
| South State Corp. | 5,173 | $1.04M | 0.07% | −38−0.7% | Reduced |
| Advisor OS, LLC | 5,205 | $1.05M | 0.12% | +630+13.8% | Added |
| Advisors Capital Management, LLC | 5,224 | $1.05M | 0.02% | +923+21.5% | Added |
| Lebenthal Global Advisors, LLC | 5,278 | $1.07M | 0.19% | +734+16.2% | Added |
| Valmark Advisers, Inc. | 5,282 | $1.07M | 0.02% | +106+2.0% | Added |
| GW Henssler & Associates Ltd | 5,141 | $1.07M | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 5,306 | $1.07M | 0.02% | +1,272+31.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 5,341 | $1.08M | 0.03% | +1,237+30.1% | Added |
| Chicago Trust Co NA | 5,345 | $1.08M | 0.19% | +1,471+38.0% | Added |
| Okabena Investment Services Inc | 5,358 | $1.08M | 0.30% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 5,361 | $1.08M | 0.18% | +1,559+41.0% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 5,378 | $1.09M | 0.67% | −25−0.5% | Reduced |
| Savvy Advisors, Inc. | 5,379 | $1.09M | 0.13% | +2,002+59.3% | Added |
| MUFG Securities Americas Inc. | 5,392 | $1.09M | 0.14% | +5,392 | New |
| FourThought Financial Partners, LLC | 5,425 | $1.09M | 0.11% | +5,425 | New |
| Integrated Advisors Network LLC | 5,430 | $1.10M | 0.05% | +300+5.8% | Added |
| Piscataqua Savings Bank | 5,473 | $1.10M | 0.95% | −60−1.1% | Reduced |
| Bayesian Capital Management, LP | 5,500 | $1.11M | 0.14% | +5,500 | New |
| Fifth Third Wealth Advisors LLC | 5,537 | $1.12M | 0.06% | +339+6.5% | Added |
| Fjell Capital, LLC | 5,569 | $1.12M | 1.16% | +5,569 | New |
| Monument Capital Management | 5,574 | $1.12M | 0.31% | +126+2.3% | Added |
| Advisory Alpha, LLC | 5,580 | $1.13M | 0.04% | +379+7.3% | Added |
| Catalyst Capital Advisors LLC | 5,586 | $1.13M | 0.02% | +441+8.6% | Added |
| Segment Wealth Management, LLC | 5,587 | $1.13M | 0.08% | +3+0.1% | Added |
| Daymark Wealth Partners, LLC | 5,588 | $1.13M | 0.05% | −269−4.6% | Reduced |
| Sagespring Wealth Partners, LLC | 5,596 | $1.13M | 0.03% | +5,596 | New |
| Caldwell Sutter Capital, Inc. | 5,599 | $1.13M | 0.53% | +2,051+57.8% | Added |