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 |
|---|---|---|---|---|---|
| D. Scott Neal, Inc. | 1,017 | $205.2K | 0.11% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 1,018 | $205.5K | 0.03% | +5+0.5% | Added |
| Aprio Wealth Management, LLC | 1,020 | $205.9K | 0.03% | +13+1.3% | Added |
| Consolidated Portfolio Review Corp | 1,020 | $205.9K | 0.03% | +1,020 | New |
| Planning Directions Inc | 1,021 | $206.0K | 0.12% | +4+0.4% | Added |
| Quent Capital, LLC | 1,021 | $206.0K | 0.02% | +12+1.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,021 | $206.0K | 0.08% | +1+0.1% | Added |
| Navellier & Associates Inc | 1,022 | $206.2K | 0.02% | +2+0.2% | Added |
| Ethos Financial Group, LLC | 1,013 | $206.4K | 0.03% | +2+0.2% | Added |
| Colonial River Wealth Management, LLC | 1,024 | $206.6K | 0.10% | −12−1.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 1,025 | $206.9K | 0.10% | +11+1.1% | Added |
| Key Client Fiduciary Advisors, LLC | 1,026 | $207.0K | 0.09% | +13+1.3% | Added |
| Childress Capital Advisors, LLC | 1,026 | $207.1K | 0.06% | +29+2.9% | Added |
| MV Capital Management, Inc. | 1,036 | $209.1K | 0.02% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,037 | $209.2K | 0.02% | −150−12.6% | Reduced |
| Fairhaven Wealth Management, LLC | 1,038 | $209.4K | 0.07% | +10+1.0% | Added |
| Mairs & Power Inc | 1,038 | $209.5K | 0.00% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 24,932 | $209.8K | 0.07% | +24,932 | New |
| Texas Yale Capital Corp. | 1,040 | $209.9K | 0.01% | +1,040 | New |
| Watts Gwilliam & Co., LLC | 1,034 | $210.2K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance | 1,044 | $210.6K | 0.03% | −1−0.1% | Reduced |
| Silvant Capital Management LLC | 1,044 | $210.7K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,046 | $211.1K | 0.04% | −4,350−80.6% | Reduced |
| Mather Group, LLC. | 1,046 | $211.1K | 0.00% | +94+9.9% | Added |
| One Day In July LLC | 1,047 | $211.3K | 0.02% | −36−3.3% | Reduced |
| Fiduciary Group LLC | 1,047 | $211.3K | 0.02% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,048 | $211.5K | 0.05% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 1,050 | $211.9K | 0.16% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,050 | $211.9K | 0.03% | +1,050 | New |
| Breakwater Capital Group | 1,051 | $212.1K | 0.04% | −2−0.2% | Reduced |
| Vertex Planning Partners, LLC | 1,053 | $212.5K | 0.05% | +1,053 | New |
| Second Line Capital, LLC | 1,055 | $212.9K | 0.06% | +1+0.1% | Added |
| Selective Wealth Management, Inc. | 1,029 | $213.2K | 0.09% | 00.0% | Unchanged |
| Stevens Capital Management LP | 1,061 | $214.0K | 0.09% | +1,061 | New |
| First National Bank & Trust Co of Newtown | 1,068 | $215.5K | 0.04% | 00.0% | Unchanged |
| Patten & Patten Inc | 1,070 | $215.9K | 0.01% | +58+5.7% | Added |
| Venturi Wealth Management, LLC | 1,071 | $216.1K | 0.01% | +758+242.2% | Added |
| Gateway Wealth Partners, LLC | 1,073 | $216.5K | 0.06% | +1,073 | New |
| Bray Capital Advisors | 1,075 | $216.9K | 0.06% | 00.0% | Unchanged |
| one8zero8, LLC | 1,076 | $217.1K | 0.05% | +1,076 | New |
| Bangor Savings Bank | 1,077 | $217.3K | 0.02% | −73−6.3% | Reduced |
| Elevatus Welath Management | 1,081 | $218.1K | 0.07% | +16+1.5% | Added |
| J. Safra Sarasin Holding AG | 1,084 | $218.7K | 0.00% | −5,218−82.8% | Reduced |
| Capital Square, LLC | 1,047 | $219.3K | 0.12% | +1,047 | New |
| Graves-Light Private Wealth Management, Inc. | 1,088 | $219.5K | 0.03% | 00.0% | Unchanged |
| Financial Guidance Group, Inc. | 1,092 | $220.4K | 0.12% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 972 | $220.5K | 0.04% | +10+1.0% | Added |
| S&CO Inc | 1,100 | $221.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,098 | $221.6K | 0.02% | 00.0% | Unchanged |
| GenTrust, LLC | 1,099 | $221.7K | 0.01% | +2+0.2% | Added |
| Sharp Financial Services, LLC | 1,099 | $221.8K | 0.17% | 00.0% | Unchanged |
| North Star Asset Management Inc | 1,100 | $222.0K | 0.01% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 1,100 | $222.0K | 0.02% | +100+10.0% | Added |
| German American Bancorp, Inc. | 1,102 | $222.4K | 0.02% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 1,103 | $222.5K | 0.08% | −45−3.9% | Reduced |
| Paradigm Financial Partners, LLC | 1,103 | $222.5K | 0.03% | +81+7.9% | Added |
| Carolinas Wealth Consulting LLC | 1,105 | $222.9K | 0.04% | +11+1.0% | Added |
| Excalibur Management Corp | 1,106 | $223.2K | 0.09% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,109 | $223.8K | 0.11% | 00.0% | Unchanged |
| Consolidated Planning Corp | 1,115 | $225.0K | 0.03% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,115 | $225.0K | 0.03% | +1+0.1% | Added |
| Plancorp, LLC | 1,117 | $225.4K | 0.01% | +1,117 | New |
| Pasadena Private Wealth, LLC | 1,118 | $225.6K | 0.05% | 00.0% | Unchanged |
| Sage Advisors, LLC | 1,121 | $226.2K | 0.17% | +148+15.2% | Added |
| Ridgewood Investments LLC | 1,131 | $228.3K | 0.11% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,131 | $228.3K | 0.01% | −983−46.5% | Reduced |
| CRA Financial Services, LLC | 1,132 | $228.4K | 0.04% | +16+1.4% | Added |
| First County Bank | 1,132 | $228.4K | 0.13% | +91+8.7% | Added |
| Peregrine Asset Advisers, Inc. | 1,140 | $230.0K | 0.08% | +1,140 | New |
| Mirador Capital Partners LP | 1,141 | $230.2K | 0.04% | −132−10.4% | Reduced |
| RMB Capital Management, LLC | 1,144 | $230.8K | 0.01% | −2,684−70.1% | Reduced |
| Avantra Family Wealth, Inc. | 1,145 | $231.1K | 0.22% | +1,145 | New |
| Insight Advisors, LLC | 1,148 | $232.1K | 0.04% | −299−20.7% | Reduced |
| Archer Investment Corp | 1,150 | $232.1K | 0.06% | −8−0.7% | Reduced |
| Redwood Park Advisors LLC | 1,150 | $232.1K | 0.20% | +1,150 | New |
| LaFleur & Godfrey LLC | 1,152 | $232.5K | 0.03% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 1,152 | $232.5K | 0.09% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,153 | $232.6K | 0.06% | +2+0.2% | Added |
| Wolff Wiese Magana LLC | 1,157 | $233.5K | 0.15% | +57+5.2% | Added |
| Lowe Brockenbrough & Co Inc | 1,168 | $235.7K | 0.02% | 00.0% | Unchanged |
| Armis Advisers, LLC | 1,169 | $235.9K | 0.03% | +1,169 | New |
| Grant Street Asset Management, Inc. | 1,169 | $235.9K | 0.06% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,174 | $236.9K | 0.04% | −1,071−47.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,175 | $237.1K | 0.16% | −14,962−92.7% | Reduced |
| DRW Securities, LLC | 1,189 | $237.7K | 0.02% | −2,533−68.1% | Reduced |
| Alta Advisers Ltd | 1,178 | $237.7K | 0.15% | +178+17.8% | Added |
| Regent Peak Wealth Advisors LLC | 1,179 | $237.9K | 0.05% | +11+0.9% | Added |
| First National Corp | 1,179 | $238.0K | 0.05% | −90−7.1% | Reduced |
| Kanawha Capital Management LLC | 1,182 | $238.5K | 0.02% | 00.0% | Unchanged |
| Natural Investments, LLC | 1,189 | $239.0K | 0.07% | +1,189 | New |
| Brooks, Moore & Associates, Inc. | 1,188 | $239.8K | 0.14% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,192 | $240.0K | 0.13% | +1,192 | New |
| Quantum Financial Advisors, LLC | 1,192 | $240.5K | 0.04% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 1,073 | $241.4K | 0.01% | −13−1.2% | Reduced |
| Payden & Rygel | 1,200 | $242.0K | 0.02% | −5,300−81.5% | Reduced |
| Frisch Financial Group, Inc. | 1,198 | $242.0K | 0.07% | +4+0.3% | Added |
| Versor Investments LP | 1,200 | $242.1K | 0.04% | +1,200 | New |
| Sharpepoint LLC | 1,200 | $242.1K | 0.22% | +1,200 | New |
| Green Harvest Asset Management LLC | 1,208 | $243.7K | 0.00% | +4+0.3% | Added |
| Hamilton Capital, LLC | 1,208 | $243.8K | 0.02% | +28+2.4% | Added |