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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 5,608 | $1.13M | 0.10% | +8+0.1% | Added |
| Rehmann Capital Advisory Group | 5,614 | $1.13M | 0.07% | −128−2.2% | Reduced |
| Farringdon Capital, Ltd. | 5,624 | $1.13M | 0.47% | +5,624 | New |
| Essex Financial Services, Inc. | 5,627 | $1.14M | 0.08% | +164+3.0% | Added |
| Detalus Advisors, LLC | 5,649 | $1.14M | 0.38% | +4+0.1% | Added |
| Ronald Blue Trust, Inc. | 5,675 | $1.15M | 0.01% | +108+1.9% | Added |
| Central Valley Advisors, LLC | 5,712 | $1.15M | 0.52% | +20.0% | Added |
| MTM Investment Management, LLC | 5,723 | $1.15M | 0.44% | 00.0% | Unchanged |
| GWN Securities Inc. | 5,530 | $1.16M | 0.31% | +5,530 | New |
| Simplex Trading, LLC | 5,732 | $1.16M | 0.03% | +5,732 | New |
| Pekin Hardy Strauss, Inc. | 5,762 | $1.16M | 0.15% | −15−0.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,778 | $1.17M | 0.08% | −402−6.5% | Reduced |
| Capital Planning LLC | 5,844 | $1.18M | 0.31% | +37+0.6% | Added |
| Cobblestone Capital Advisors LLC | 5,846 | $1.18M | 0.06% | +169+3.0% | Added |
| Quadcap Wealth Management, LLC | 5,848 | $1.18M | 0.17% | −604−9.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 5,858 | $1.18M | 0.07% | +5,858 | New |
| Moneta Group Investment Advisors LLC | 5,892 | $1.19M | 0.02% | +441+8.1% | Added |
| Ninepoint Partners LP | 5,904 | $1.19M | 0.19% | +5,904 | New |
| Addison Capital Co | 5,910 | $1.19M | 0.47% | +188+3.3% | Added |
| Westover Capital Advisors, LLC | 5,943 | $1.20M | 0.26% | −68−1.1% | Reduced |
| Equitable Trust Co | 5,947 | $1.20M | 0.07% | −300−4.8% | Reduced |
| Rogco, LP | 5,953 | $1.20M | 0.49% | +66+1.1% | Added |
| Strategic Blueprint, LLC | 5,968 | $1.20M | 0.07% | +355+6.3% | Added |
| Venture Visionary Partners LLC | 5,977 | $1.21M | 0.05% | +10.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,981 | $1.21M | 0.68% | −99−1.6% | Reduced |
| V-Square Quantitative Management LLC | 6,001 | $1.21M | 0.17% | +681+12.8% | Added |
| BayBridge Capital Group, LLC | 6,006 | $1.21M | 0.88% | −335−5.3% | Reduced |
| Wedmont Private Capital | 5,870 | $1.22M | 0.06% | +190+3.3% | Added |
| NorthRock Partners, LLC | 6,048 | $1.22M | 0.04% | −355−5.5% | Reduced |
| Morningstar Investment Management LLC | 6,050 | $1.22M | 0.10% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,060 | $1.22M | 0.16% | −7−0.1% | Reduced |
| Boyar Asset Management Inc. | 6,061 | $1.22M | 0.81% | −100−1.6% | Reduced |
| Birch Hill Investment Advisors LLC | 6,101 | $1.23M | 0.06% | +220+3.7% | Added |
| Whittier Trust Co of Nevada Inc | 6,117 | $1.23M | 0.03% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 6,145 | $1.24M | 0.65% | +6,145 | New |
| Wedgewood Investors Inc | 6,150 | $1.24M | 1.46% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6,138 | $1.24M | 0.13% | +1,461+31.2% | Added |
| Capital & Planning, LLC | 6,175 | $1.25M | 0.91% | +6,175 | New |
| Fca Corp | 6,231 | $1.26M | 0.39% | +87+1.4% | Added |
| Capstone Investment Advisors, LLC | 6,247 | $1.26M | 0.01% | +6,042+2,947.3% | Added |
| Veracity Capital LLC | 6,263 | $1.26M | 0.46% | +8+0.1% | Added |
| Nwam LLC | 6,286 | $1.27M | 0.08% | +1,820+40.8% | Added |
| OneAscent Financial Services LLC | 6,287 | $1.27M | 0.11% | +776+14.1% | Added |
| Commonwealth Retirement Investments LLC | 6,301 | $1.27M | 0.52% | −10−0.2% | Reduced |
| Proequities, Inc. | 6,068 | $1.28M | 0.07% | −271−4.3% | Reduced |
| VeraBank, N.A. | 6,385 | $1.29M | 0.36% | −22−0.3% | Reduced |
| Vision Financial Markets LLC | 6,394 | $1.29M | 1.39% | +6,394 | New |
| McDaniel Terry & Co | 6,400 | $1.29M | 0.11% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 6,412 | $1.29M | 0.16% | 00.0% | Unchanged |
| Summit Financial, LLC | 6,434 | $1.30M | 0.05% | +1,481+29.9% | Added |
| Jaffetilchin Investment Partners, LLC | 6,459 | $1.30M | 0.09% | −118−1.8% | Reduced |
| Welch & Forbes LLC | 6,480 | $1.31M | 0.02% | +361+5.9% | Added |
| Diversified Trust Co | 6,488 | $1.31M | 0.03% | −543−7.7% | Reduced |
| Founders Financial Securities LLC | 6,495 | $1.31M | 0.12% | +141+2.2% | Added |
| Baker Ellis Asset Management LLC | 6,506 | $1.31M | 0.19% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,522 | $1.32M | 0.08% | −586−8.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,526 | $1.32M | 0.11% | −162−2.4% | Reduced |
| New England Research & Management, Inc. | 6,528 | $1.32M | 0.67% | +475+7.8% | Added |
| Clear Creek Financial Management, LLC | 6,531 | $1.32M | 0.14% | +211+3.3% | Added |
| Dorsey & Whitney Trust CO LLC | 6,532 | $1.32M | 0.07% | +80+1.2% | Added |
| Sterling Investment Management, Inc. | 6,549 | $1.32M | 1.04% | −76−1.1% | Reduced |
| Mengis Capital Management, Inc. | 6,558 | $1.32M | 0.27% | +755+13.0% | Added |
| Maven Securities LTD | 6,559 | $1.32M | 0.21% | +6,559 | New |
| Tandem Capital Management Corp | 6,567 | $1.33M | 0.71% | −22−0.3% | Reduced |
| HBK Sorce Advisory LLC | 6,572 | $1.33M | 0.04% | +939+16.7% | Added |
| Dynasty Wealth Management, LLC | 6,580 | $1.33M | 0.02% | +395+6.4% | Added |
| Wealthspire Advisors, LLC | 6,614 | $1.33M | 0.01% | +715+12.1% | Added |
| HM Payson & Co | 6,626 | $1.34M | 0.02% | +625+10.4% | Added |
| Spears Abacus Advisors LLC | 6,654 | $1.34M | 0.03% | +4+0.1% | Added |
| Counterweight Ventures, LLC | 6,662 | $1.34M | 0.95% | −100−1.5% | Reduced |
| Legacy Bridge, LLC | 6,669 | $1.35M | 0.70% | −165−2.4% | Reduced |
| Tempus Wealth Planning, LLC | 6,693 | $1.35M | 0.41% | +785+13.3% | Added |
| Park Avenue Securities LLC | 6,693 | $1.35M | 0.01% | +1,851+38.2% | Added |
| Sava Infond d.o.o. | 6,740 | $1.36M | 0.24% | +6,740 | New |
| Qtron Investments LLC | 6,763 | $1.36M | 0.19% | +2,094+44.8% | Added |
| Checchi Capital Advisers, LLC | 6,768 | $1.37M | 0.10% | +45+0.7% | Added |
| Stiles Financial Services Inc | 6,778 | $1.37M | 0.50% | +7+0.1% | Added |
| Graypoint LLC | 6,782 | $1.37M | 0.08% | +83+1.2% | Added |
| Welch Group, LLC | 6,788 | $1.37M | 0.06% | 00.0% | Unchanged |
| Centric Wealth Management | 6,805 | $1.37M | 0.37% | +6,805 | New |
| Unique Wealth, LLC | 6,808 | $1.37M | 0.29% | −10−0.1% | Reduced |
| RDA Financial Network | 6,816 | $1.38M | 0.40% | +1,057+18.4% | Added |
| Northwest Bancshares, Inc. | 6,860 | $1.38M | 0.26% | −72−1.0% | Reduced |
| Brighton Jones LLC | 6,861 | $1.38M | 0.04% | +2,320+51.1% | Added |
| Western Wealth Management, LLC | 6,891 | $1.39M | 0.07% | −30.0% | Reduced |
| Atomi Financial Group, Inc. | 6,928 | $1.40M | 0.07% | +687+11.0% | Added |
| Constitution Capital LLC | 6,935 | $1.40M | 0.79% | +6,935 | New |
| Choate Investment Advisors | 6,957 | $1.40M | 0.03% | +1,420+25.6% | Added |
| Prairie Sky Financial Group LLC | 6,962 | $1.40M | 0.86% | 00.0% | Unchanged |
| First Manhattan Co | 6,983 | $1.41M | 0.00% | −439−5.9% | Reduced |
| West Family Investments, Inc. | 7,038 | $1.42M | 0.49% | −197−2.7% | Reduced |
| Secured Retirement Advisors, LLC | 7,041 | $1.42M | 0.81% | +526+8.1% | Added |
| Boston Trust Walden Corp | 7,049 | $1.42M | 0.01% | +15+0.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,082 | $1.43M | 0.04% | +353+5.2% | Added |
| Evercore Wealth Management, LLC | 7,105 | $1.43M | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 7,120 | $1.44M | 0.08% | −722−9.2% | Reduced |
| Kirtland Hills Capital Management, LLC | 7,142 | $1.44M | 0.92% | +50+0.7% | Added |
| Cullen/Frost Bankers, Inc. | 7,159 | $1.44M | 0.02% | +12+0.2% | Added |
| Alpine Woods Capital Investors, LLC | 7,185 | $1.45M | 0.28% | −16−0.2% | Reduced |
| First Hawaiian Bank | 7,207 | $1.45M | 0.05% | −724−9.1% | Reduced |