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 |
|---|---|---|---|---|---|
| Forest Hill Capital, LLC | 1,730 | $349.1K | 0.27% | 00.0% | Unchanged |
| Trust Co of the South | 1,731 | $349.3K | 0.07% | −202−10.5% | Reduced |
| Pinnacle Bancorp, Inc. | 1,732 | $349.5K | 0.11% | +100+6.1% | Added |
| LRI Investments, LLC | 1,742 | $351.5K | 0.03% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,745 | $352.1K | 0.06% | +1,745 | New |
| Brown, Lisle/Cummings, Inc. | 1,750 | $353.1K | 0.11% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,752 | $353.6K | 0.17% | +1+0.1% | Added |
| Rossmore Private Capital | 1,760 | $355.2K | 0.04% | +580+49.2% | Added |
| WESPAC Advisors, LLC | 1,762 | $355.6K | 0.26% | +1+0.1% | Added |
| Golden State Equity Partners | 1,764 | $356.0K | 0.07% | −528−23.0% | Reduced |
| Capital International Inc | 1,771 | $357.4K | 0.00% | −7,504−80.9% | Reduced |
| American Trust | 1,779 | $359.0K | 0.03% | +1,779 | New |
| City State Bank | 1,788 | $360.8K | 0.13% | −198−10.0% | Reduced |
| Sculati Wealth Management, LLC | 1,791 | $361.4K | 0.14% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 1,800 | $363.2K | 0.01% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 1,803 | $363.8K | 0.02% | +446+32.9% | Added |
| Southland Equity Partners LLC | 1,806 | $364.4K | 0.08% | +2+0.1% | Added |
| Heritage Trust Co | 1,808 | $364.8K | 0.04% | +1,808 | New |
| Truvestments Capital LLC | 1,811 | $365.4K | 0.09% | +64+3.7% | Added |
| Integrity Alliance, LLC. | 1,815 | $366.2K | 0.04% | +1,815 | New |
| United Advisor Group, LLC | 1,816 | $366.5K | 0.07% | +618+51.6% | Added |
| Alpha Cubed Investments, LLC | 1,824 | $368.2K | 0.02% | −325−15.1% | Reduced |
| Fosun International Ltd | 1,829 | $369.1K | 0.12% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,829 | $369.1K | 0.01% | +1,151+169.8% | Added |
| Simon Quick Advisors, LLC | 1,844 | $372.0K | 0.02% | +680+58.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,850 | $373.4K | 0.20% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,855 | $374.3K | 0.01% | +91+5.2% | Added |
| Independent Solutions Wealth Management, LLC | 1,856 | $374.6K | 0.08% | −96−4.9% | Reduced |
| Philadelphia Trust Co | 1,860 | $375.0K | 0.03% | −195−9.5% | Reduced |
| Putney Financial Group LLC | 1,862 | $375.7K | 0.33% | +1,862 | New |
| Stokes Family Office, LLC | 1,869 | $377.1K | 0.04% | −42−2.2% | Reduced |
| bLong Financial, LLC | 1,871 | $377.6K | 0.31% | +1,871 | New |
| Drake & Associates, LLC | 1,679 | $377.7K | 0.11% | −111−6.2% | Reduced |
| Marcum Wealth, LLC | 1,874 | $378.2K | 0.03% | +120+6.8% | Added |
| Dumont & Blake Investment Advisors LLC | 1,877 | $378.8K | 0.10% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,880 | $379.4K | 0.17% | +226+13.7% | Added |
| Flagship Wealth Advisors, LLC | 1,880 | $379.4K | 0.22% | +1,880 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,881 | $379.6K | 0.06% | −715−27.5% | Reduced |
| First Western Trust Bank | 1,888 | $381.0K | 0.02% | +17+0.9% | Added |
| Reliant Investment Partners, LLC | 1,900 | $383.4K | 0.34% | +1,900 | New |
| NFP Retirement, Inc. | 1,901 | $383.6K | 0.03% | −34−1.8% | Reduced |
| Maple Capital Management, Inc. | 1,913 | $386.0K | 0.03% | +1,913 | New |
| Legacy Capital Wealth Partners, LLC | 1,916 | $386.6K | 0.10% | −33−1.7% | Reduced |
| Harvest Fund Management Co., Ltd | 1,918 | $387.0K | 0.02% | +1,918 | New |
| SkyOak Wealth, LLC | 1,918 | $387.0K | 0.08% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 1,919 | $387.2K | 0.13% | −10−0.5% | Reduced |
| Rise Advisors, LLC | 1,920 | $387.4K | 0.19% | −119−5.8% | Reduced |
| Petix & Botte Co | 1,922 | $387.8K | 0.10% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,923 | $388.1K | 0.09% | −46−2.3% | Reduced |
| Old North State Trust, LLC | 1,927 | $389.0K | 0.25% | +57+3.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,929 | $389.3K | 0.04% | +300+18.4% | Added |
| Smithfield Trust Co | 1,940 | $390.0K | 0.02% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 1,938 | $391.1K | 0.04% | +360+22.8% | Added |
| Red Wave Investments LLC | 1,943 | $392.1K | 0.14% | +34+1.8% | Added |
| Capital Advisors Wealth Management, LLC | 1,945 | $392.5K | 0.07% | +5+0.3% | Added |
| Midland Wealth Advisors LLC | 1,947 | $392.9K | 0.02% | −75−3.7% | Reduced |
| New Hampshire Trust | 1,950 | $393.5K | 0.08% | −30−1.5% | Reduced |
| Cypress Wealth Services, LLC | 1,950 | $393.6K | 0.08% | +53+2.8% | Added |
| Saturna Capital CORP | 1,951 | $393.7K | 0.01% | +113+6.1% | Added |
| Dana Investment Advisors, Inc. | 1,954 | $394.3K | 0.01% | +1,954 | New |
| Davis R M Inc | 1,958 | $395.2K | 0.01% | +621+46.4% | Added |
| American Institute for Advanced Investment Management, LLP | 1,960 | $395.5K | 0.29% | −180−8.4% | Reduced |
| Ninety One SA (PTY) Ltd | 1,965 | $396.5K | 0.09% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 1,969 | $397.0K | 0.05% | +3+0.2% | Added |
| Lakeshore Financial Planning, Inc. | 1,967 | $397.0K | 0.17% | +150+8.3% | Added |
| Drive Wealth Management, LLC | 1,968 | $397.1K | 0.10% | +26+1.3% | Added |
| PDS Planning, Inc | 1,976 | $398.8K | 0.04% | +308+18.5% | Added |
| Baker Boyer National Bank | 1,979 | $399.3K | 0.14% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,980 | $399.6K | 0.22% | −21−1.0% | Reduced |
| Synergy Financial Group, LTD | 1,985 | $400.5K | 0.33% | +63+3.3% | Added |
| First Affirmative Financial Network | 1,988 | $401.2K | 0.23% | +158+8.6% | Added |
| Notis-McConarty Edward | 1,990 | $401.6K | 0.19% | +15+0.8% | Added |
| Miller Financial Services LLC | 1,991 | $401.8K | 0.34% | +1,991 | New |
| Johnson Bixby & Associates, LLC | 2,000 | $403.6K | 0.06% | −433−17.8% | Reduced |
| Stratos Wealth Advisors, LLC | 2,013 | $406.3K | 0.02% | +232+13.0% | Added |
| Ledyard National Bank | 2,016 | $406.8K | 0.04% | −292−12.7% | Reduced |
| Duncan Williams Asset Management, LLC | 2,020 | $407.6K | 0.16% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 2,025 | $408.6K | 0.01% | +2,025 | New |
| Arvest Bank Trust Division | 2,026 | $408.8K | 0.02% | −680−25.1% | Reduced |
| Catalina Capital Group, LLC | 2,030 | $409.6K | 0.13% | +12+0.6% | Added |
| Arlington Trust Co LLC | 2,038 | $411.2K | 0.09% | +414+25.5% | Added |
| Catalyst Financial Partners LLC | 2,039 | $411.4K | 0.08% | +48+2.4% | Added |
| Burney Co | 2,040 | $411.7K | 0.01% | +646+46.3% | Added |
| Argus Investors' Counsel, Inc. | 2,044 | $412.4K | 0.28% | +4+0.2% | Added |
| Cohen & Steers, Inc. | 2,047 | $413.0K | 0.00% | +104+5.4% | Added |
| Wealth Management Partners, LLC | 2,055 | $414.7K | 0.18% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 2,055 | $414.7K | 0.21% | +6+0.3% | Added |
| Crawford Investment Counsel Inc | 2,056 | $414.8K | 0.01% | +3+0.1% | Added |
| Crestwood Advisors Group LLC | 2,060 | $415.8K | 0.01% | −43−2.0% | Reduced |
| Syntax Research, Inc. | 2,067 | $417.1K | 0.30% | −10,019−82.9% | Reduced |
| Baring Financial LLC | 2,074 | $418.5K | 0.37% | +2,074 | New |
| Capital Advisors, Ltd. LLC | 2,078 | $419.0K | 0.05% | −51−2.4% | Reduced |
| Congress Wealth Management LLC | 2,078 | $419.4K | 0.01% | +555+36.4% | Added |
| Ocean Capital Management, LLC | 2,080 | $419.7K | 0.09% | −16−0.8% | Reduced |
| First Nebraska Trust Co | 2,083 | $420.3K | 0.04% | −300−12.6% | Reduced |
| Capital Investment Advisory Services, LLC | 2,096 | $422.9K | 0.04% | +25+1.2% | Added |
| JT Stratford LLC | 2,096 | $423.0K | 0.07% | −78−3.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,095 | $423.0K | 0.16% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,100 | $423.8K | 0.29% | 00.0% | Unchanged |
| NBT Bank N A | 2,102 | $424.2K | 0.03% | −92−4.2% | Reduced |