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 |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 470 | $94.8K | 0.03% | +141+42.9% | Added |
| Wingate Wealth Advisors, Inc. | 480 | $96.8K | 0.10% | +480 | New |
| Wiser Advisor Group LLC | 482 | $97.2K | 0.14% | +2+0.4% | Added |
| Pacifica Partners Inc. | 487 | $97.6K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 491 | $99.0K | 0.02% | +44+9.8% | Added |
| Boyd Watterson Asset Management LLC | 493 | $99.5K | 0.03% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 500 | $100.0K | 0.03% | +500 | New |
| Kentucky Trust Co | 500 | $100.9K | 0.06% | +500 | New |
| Plante Moran Financial Advisors, LLC | 503 | $101.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 503 | $101.5K | 0.02% | +123+32.4% | Added |
| Vermillion Wealth Management, Inc. | 516 | $104.1K | 0.05% | +516 | New |
| Darwin Advisors, LLC | 531 | $107.3K | 0.04% | +81+18.0% | Added |
| Garde Capital, Inc. | 534 | $108.0K | 0.01% | +1+0.2% | Added |
| IMG Wealth Management, Inc. | 538 | $108.6K | 0.10% | +538 | New |
| Golden State Wealth Management, LLC | 557 | $112.6K | 0.02% | +557 | New |
| Kohmann Bosshard Financial Services, LLC | 559 | $112.9K | 0.01% | +559 | New |
| ZRC Wealth Management, LLC | 562 | $113.5K | 0.05% | +62+12.4% | Added |
| Salomon & Ludwin, LLC | 565 | $114.0K | 0.01% | −4−0.7% | Reduced |
| Oarsman Capital, Inc. | 565 | $114.0K | 0.02% | +14+2.5% | Added |
| Delos Wealth Advisors, LLC | 565 | $114.0K | 0.09% | −153−21.3% | Reduced |
| High Note Wealth, LLC | 570 | $115.0K | 0.03% | +570 | New |
| Sound Income Strategies, LLC | 571 | $115.2K | 0.01% | −520−47.7% | Reduced |
| Essex Investment Management Co LLC | 571 | $115.2K | 0.02% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 579 | $116.8K | 0.05% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 585 | $118.0K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 589 | $118.9K | 0.01% | +144+32.4% | Added |
| Continuum Advisory, LLC | 598 | $120.7K | 0.02% | −40−6.3% | Reduced |
| Cyrus J. Lawrence, LLC | 605 | $122.0K | 0.02% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 608 | $122.7K | 0.12% | +608 | New |
| Covestor Ltd | 609 | $123.0K | 0.08% | +46+8.2% | Added |
| Tradewinds Capital Management, LLC | 611 | $123.3K | 0.03% | +5+0.8% | Added |
| Evelyn Partners Investment Management Services Ltd | 614 | $123.9K | 0.02% | +614 | New |
| Hemington Wealth Management | 622 | $125.0K | 0.03% | +41+7.1% | Added |
| ORG Partners LLC | 622 | $125.5K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 634 | $127.9K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 636 | $128.3K | 0.02% | +200+45.9% | Added |
| Lee Danner & Bass Inc | 638 | $128.7K | 0.01% | +638 | New |
| Coppell Advisory Solutions LLC | 648 | $131.1K | 0.02% | +48+8.0% | Added |
| Mascoma Wealth Management LLC | 660 | $133.2K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 680 | $137.2K | 0.12% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 689 | $139.0K | 0.03% | +254+58.4% | Added |
| Menard Financial Group LLC | 698 | $140.8K | 0.08% | +698 | New |
| First Community Trust NA | 700 | $141.3K | 0.10% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 705 | $142.0K | 0.00% | −1−0.1% | Reduced |
| Centricity Wealth Management, LLC | 708 | $142.9K | 0.13% | +708 | New |
| Castleview Partners, LLC | 734 | $147.2K | 0.08% | −10−1.3% | Reduced |
| Banque Transatlantique SA | 740 | $148.8K | 0.00% | +740 | New |
| Plato Investment Management Ltd | 737 | $149.3K | 0.01% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 750 | $151.3K | 0.13% | +750 | New |
| Clean Yield Group | 751 | $151.5K | 0.05% | 00.0% | Unchanged |
| Granite FO LLC | 770 | $155.4K | 0.09% | 00.0% | Unchanged |
| Valley National Advisers Inc | 779 | $157.0K | 0.03% | +13+1.7% | Added |
| Centaurus Financial, Inc. | 787 | $159.0K | 0.01% | +149+23.4% | Added |
| Providence First Trust Co | 790 | $159.4K | 0.06% | −495−38.5% | Reduced |
| Barrett & Company, Inc. | 791 | $159.6K | 0.07% | +1+0.1% | Added |
| Asset Dedication, LLC | 793 | $160.1K | 0.01% | −192−19.5% | Reduced |
| Hills Bank & Trust Co | 800 | $161.4K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 800 | $161.4K | 0.03% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 813 | $164.1K | 0.08% | +223+37.8% | Added |
| PSI Advisors, LLC | 816 | $164.5K | 0.05% | +1+0.1% | Added |
| Acropolis Investment Management, LLC | 816 | $164.7K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 827 | $167.0K | 0.10% | −75−8.3% | Reduced |
| Avalon Trust Co | 835 | $168.5K | 0.01% | −65−7.2% | Reduced |
| West Paces Advisors Inc. | 844 | $170.2K | 0.04% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 874 | $176.4K | 0.01% | +60+7.4% | Added |
| Sherman Asset Management, Inc. | 883 | $178.3K | 0.16% | +883 | New |
| TSFG, LLC | 886 | $179.0K | 0.04% | −115−11.5% | Reduced |
| Gleason Group, Inc. | 889 | $179.3K | 0.03% | −777−46.6% | Reduced |
| Evelyn Partners Investment Management LLP | 890 | $179.6K | 0.01% | +890 | New |
| State of Wyoming | 892 | $180.0K | 0.02% | +443+98.7% | Added |
| Deseret Mutual Benefit Administrators | 907 | $183.0K | 0.09% | −41−4.3% | Reduced |
| Estabrook Capital Management | 937 | $189.1K | 0.03% | −713−43.2% | Reduced |
| Virtus Investment Advisers, Inc. | 945 | $190.7K | 0.15% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 945 | $190.7K | 0.11% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 959 | $192.0K | 0.00% | +926+2,806.1% | Added |
| Harbor Investment Advisory, LLC | 963 | $194.3K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 979 | $197.6K | 0.10% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 987 | $199.2K | 0.07% | +300+43.7% | Added |
| USAdvisors Wealth Management, LLC | 994 | $200.0K | 0.07% | +994 | New |
| Tucker Asset Management LLC | 993 | $200.4K | 0.02% | −261−20.8% | Reduced |
| Human Investing LLC | 995 | $200.8K | 0.04% | −3−0.3% | Reduced |
| Enterprise Financial Services Corp | 998 | $201.4K | 0.11% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,000 | $201.8K | 0.20% | −300−23.1% | Reduced |
| Birmingham Capital Management Co Inc | 1,000 | $201.8K | 0.07% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 1,000 | $201.8K | 0.11% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,000 | $201.8K | 0.06% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 1,000 | $201.8K | 0.07% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 1,000 | $201.8K | 0.13% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,000 | $201.8K | 0.03% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,000 | $201.8K | 0.14% | +1,000 | New |
| Meridian Financial Partners LLC | 1,000 | $202.0K | 0.11% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 1,004 | $202.6K | 0.02% | +19+1.9% | Added |
| Kestra Investment Management, LLC | 1,007 | $203.3K | 0.01% | −23−2.2% | Reduced |
| Rodgers Brothers Inc. | 1,008 | $203.3K | 0.03% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,009 | $203.6K | 0.09% | +5+0.5% | Added |
| Cromwell Holdings LLC | 1,010 | $203.8K | 0.12% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 1,012 | $204.2K | 0.01% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 1,012 | $204.2K | 0.16% | 00.0% | Unchanged |
| Stableford Capital II LLC | 1,014 | $204.6K | 0.08% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,013 | $204.8K | 0.02% | +23+2.3% | Added |