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 |
|---|---|---|---|---|---|
| Sigma Investment Counselors Inc | 1,462 | $295.1K | 0.02% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 1,462 | $295.1K | 0.13% | +1,462 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,463 | $295.3K | 0.08% | −41−2.7% | Reduced |
| Proficio Capital Partners LLC | 1,463 | $295.3K | 0.02% | +1,463 | New |
| Coordinated Financial Services, Inc. | 1,468 | $296.3K | 0.23% | +1,468 | New |
| Annex Advisory Services, LLC | 1,471 | $296.8K | 0.01% | +1+0.1% | Added |
| Grandfield & Dodd, LLC | 1,475 | $297.6K | 0.02% | 00.0% | Unchanged |
| Somerville Kurt F | 1,475 | $297.6K | 0.05% | +15+1.0% | Added |
| Vaughan David Investments LLC | 1,475 | $298.0K | 0.01% | +5+0.3% | Added |
| GM Advisory Group, Inc. | 1,479 | $298.5K | 0.02% | −446−23.2% | Reduced |
| Vigilare Wealth Management | 1,480 | $298.7K | 0.12% | +1+0.1% | Added |
| Argyle Capital Partners, LLC | 1,483 | $299.3K | 0.26% | +1,483 | New |
| Dunhill Financial, LLC | 1,483 | $299.4K | 0.14% | +18+1.2% | Added |
| Stonebridge Financial Group, LLC | 1,488 | $300.3K | 0.03% | +1,488 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,493 | $301.5K | 0.01% | +48+3.3% | Added |
| Blossom Wealth Management | 1,494 | $301.5K | 0.58% | +67+4.7% | Added |
| Bolthouse Investments, LLC | 1,496 | $301.9K | 0.28% | +1,496 | New |
| Pinnacle West Asset Management, Inc. | 1,495 | $302.0K | 0.22% | +1,495 | New |
| D.B. Root & Company, LLC | 1,497 | $302.1K | 0.10% | +25+1.7% | Added |
| D'Orazio & Associates, Inc. | 1,500 | $302.6K | 0.04% | +14+0.9% | Added |
| LWM Advisory Services, LLC | 1,500 | $302.7K | 0.21% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,502 | $303.1K | 0.21% | +1+0.1% | Added |
| Perennial Investment Advisors, LLC | 1,505 | $303.4K | 0.04% | +52+3.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,428 | $305.1K | 0.00% | +232+19.4% | Added |
| Allegheny Financial Group LTD | 1,514 | $305.6K | 0.08% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,517 | $306.0K | 0.05% | −374−19.8% | Reduced |
| Arrowroot Family Office, LLC | 1,518 | $306.3K | 0.16% | −10−0.7% | Reduced |
| LMG Wealth Partners, LLC | 1,518 | $306.4K | 0.07% | +5+0.3% | Added |
| Aviso Wealth Management | 1,525 | $307.8K | 0.16% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 1,526 | $308.0K | 0.04% | −10−0.7% | Reduced |
| Berger Financial Group, Inc | 1,528 | $308.3K | 0.02% | −34−2.2% | Reduced |
| Sentry Investment Management LLC | 1,529 | $309.0K | 0.15% | −249−14.0% | Reduced |
| Creative Financial Designs Inc | 1,536 | $309.9K | 0.03% | +201+15.1% | Added |
| Bannerman Wealth Management Group, LLC | 1,538 | $310.4K | 0.26% | +1,538 | New |
| Mount Yale Investment Advisors, LLC | 1,541 | $310.9K | 0.03% | −25−1.6% | Reduced |
| Heartland Bank & Trust Co | 1,548 | $312.4K | 0.17% | −46−2.9% | Reduced |
| Cape Ann Savings Bank | 1,552 | $313.2K | 0.18% | −50−3.1% | Reduced |
| L2 Asset Management, LLC | 1,553 | $313.4K | 0.07% | −35−2.2% | Reduced |
| Dividend Assets Capital, LLC | 1,557 | $314.2K | 0.06% | −56−3.5% | Reduced |
| Nadler Financial Group, Inc. | 1,557 | $314.2K | 0.03% | +1,557 | New |
| Tilia Fiduciary Partners, Inc. | 1,560 | $314.8K | 0.21% | −34−2.1% | Reduced |
| Broadway Wealth Solutions, Inc. | 1,563 | $315.4K | 0.24% | +1,563 | New |
| PBMares Wealth Management LLC | 1,567 | $316.1K | 0.06% | +1+0.1% | Added |
| Legacy Financial Advisors, Inc. | 1,577 | $318.2K | 0.05% | −124−7.3% | Reduced |
| Edgestream Partners, L.P. | 1,579 | $318.6K | 0.01% | +1,579 | New |
| First Financial Corp | 1,580 | $318.8K | 0.15% | +389+32.7% | Added |
| Delta Financial Group, Inc. | 1,579 | $319.0K | 0.07% | +1+0.1% | Added |
| FineMark National Bank & Trust | 1,581 | $319.0K | 0.01% | −283−15.2% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,450 | $319.4K | 0.15% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,584 | $319.6K | 0.08% | +201+14.5% | Added |
| Cidel Asset Management Inc | 1,597 | $322.3K | 0.02% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,604 | $323.7K | 0.11% | −31−1.9% | Reduced |
| Auxier Asset Management | 1,607 | $324.3K | 0.05% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,607 | $324.4K | 0.04% | 00.0% | Unchanged |
| First United Bank Trust | 1,609 | $324.7K | 0.12% | −21−1.3% | Reduced |
| J.Safra Asset Management Corp | 1,607 | $325.0K | 0.03% | +715+80.2% | Added |
| Seeds Investor LLC | 1,611 | $325.2K | 0.09% | −68−4.1% | Reduced |
| Stockman Wealth Management, Inc. | 1,618 | $326.5K | 0.05% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 1,626 | $328.1K | 0.24% | 00.0% | Unchanged |
| HC Advisors, LLC | 1,632 | $329.3K | 0.26% | +132+8.8% | Added |
| MBA Advisors LLC | 1,633 | $329.6K | 0.17% | +112+7.4% | Added |
| Beese Fulmer Investment Management, Inc. | 1,635 | $329.9K | 0.03% | 00.0% | Unchanged |
| Novem Group | 1,636 | $330.1K | 0.05% | +1,636 | New |
| Polymer Capital Management (US) LLC | 1,638 | $330.5K | 0.11% | +1,638 | New |
| San Luis Wealth Advisors LLC | 1,639 | $331.0K | 0.06% | +3+0.2% | Added |
| Bragg Financial Advisors, Inc | 1,646 | $332.1K | 0.01% | −95−5.5% | Reduced |
| Amplius Wealth Advisors, LLC | 1,649 | $332.8K | 0.03% | 00.0% | Unchanged |
| Capula Management Ltd | 1,650 | $333.0K | 0.00% | +1,650 | New |
| Archford Capital Strategies, LLC | 1,651 | $333.1K | 0.05% | +4+0.2% | Added |
| Leelyn Smith, LLC | 1,652 | $333.4K | 0.06% | −40−2.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,655 | $333.9K | 0.04% | −28−1.7% | Reduced |
| Pure Financial Advisors, Inc. | 1,655 | $334.0K | 0.01% | +12+0.7% | Added |
| Phoenix Holdings Ltd. | 1,656 | $334.2K | 0.00% | +170+11.4% | Added |
| First Business Financial Services, Inc. | 1,657 | $334.4K | 0.03% | 00.0% | Unchanged |
| Rockland Trust Co | 1,661 | $335.2K | 0.02% | −200−10.7% | Reduced |
| Modern Wealth Management, LLC | 1,663 | $335.5K | 0.01% | +13+0.8% | Added |
| Prasad Wealth Partners, LLC | 1,667 | $336.3K | 0.11% | +1,667 | New |
| Wetzel Investment Advisors, Inc. | 1,667 | $336.4K | 0.17% | +59+3.7% | Added |
| Winthrop Advisory Group LLC | 1,673 | $337.6K | 0.04% | +403+31.7% | Added |
| Wimmer Associates 1, LLC | 1,675 | $338.0K | 0.17% | −25−1.5% | Reduced |
| Trustmark National Bank Trust Department | 1,678 | $338.6K | 0.03% | −54−3.1% | Reduced |
| Wealth Architects, LLC | 1,678 | $338.6K | 0.04% | −54−3.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,681 | $339.2K | 0.03% | +16+1.0% | Added |
| Prairie Wealth Advisors, Inc. | 1,684 | $339.8K | 0.16% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,685 | $340.0K | 0.04% | +230+15.8% | Added |
| EntryPoint Capital, LLC | 1,686 | $340.2K | 0.14% | +172+11.4% | Added |
| Advisory Resource Group | 1,690 | $341.1K | 0.07% | +1+0.1% | Added |
| Biltmore Family Office, LLC | 1,700 | $343.0K | 0.06% | 00.0% | Unchanged |
| Severin Investments, LLC | 1,701 | $343.2K | 0.34% | +1,701 | New |
| Zhang Financial LLC | 1,705 | $344.1K | 0.02% | +1,705 | New |
| AssuredPartners Investment Advisors, LLC | 1,707 | $344.4K | 0.07% | +1,707 | New |
| Meridian Wealth Advisors, LLC | 1,709 | $344.8K | 0.06% | −142−7.7% | Reduced |
| Hager Investment Management Services, LLC | 1,710 | $345.1K | 0.22% | +1,710 | New |
| Personal Cfo Solutions, LLC | 1,715 | $346.1K | 0.07% | −39−2.2% | Reduced |
| Bank of Stockton | 1,716 | $346.3K | 0.11% | −10−0.6% | Reduced |
| PFG Advisors | 1,716 | $346.3K | 0.02% | −192−10.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,718 | $346.7K | 0.08% | +3+0.2% | Added |
| BlackDiamond Wealth Management Inc. | 1,722 | $347.5K | 0.20% | +4+0.2% | Added |
| Claris Financial LLC | 1,728 | $348.7K | 0.23% | +1,728 | New |
| O'Rourke & Company, Inc | 1,729 | $348.8K | 0.17% | +104+6.4% | Added |