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 |
|---|---|---|---|---|---|
| First National Bank Sioux Falls | 2,105 | $424.8K | 0.18% | 00.0% | Unchanged |
| Brighton Securities Corp. | 2,110 | $425.8K | 0.21% | +2,110 | New |
| R Squared Ltd | 2,110 | $425.8K | 0.41% | +2,110 | New |
| Private Capital Management, LLC | 2,111 | $425.9K | 0.05% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 2,112 | $426.2K | 0.15% | −14−0.7% | Reduced |
| Leo Wealth, LLC | 2,114 | $426.6K | 0.04% | +2,114 | New |
| Holderness Investments Co | 2,116 | $427.0K | 0.09% | +16+0.8% | Added |
| CVA Family Office, LLC | 2,119 | $427.6K | 0.07% | +49+2.4% | Added |
| Canopy Partners, LLC | 2,123 | $428.4K | 0.16% | +8+0.4% | Added |
| Lakeview Capital Partners, LLC | 2,135 | $430.8K | 0.09% | −6,594−75.5% | Reduced |
| Assetmark, Inc | 2,135 | $430.8K | 0.00% | +58+2.8% | Added |
| Capital Management Associates, Inc | 2,140 | $431.8K | 0.16% | +80+3.9% | Added |
| Geneva Partners, LLC | 2,141 | $432.0K | 0.18% | −80−3.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 2,142 | $432.3K | 0.11% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,974 | $434.8K | 0.02% | −3,350−62.9% | Reduced |
| MPS Loria Financial Planners, LLC | 2,161 | $436.0K | 0.13% | +7+0.3% | Added |
| David Loasby | 2,115 | $438.3K | 0.04% | +43+2.1% | Added |
| Tradition Wealth Management, LLC | 2,173 | $438.4K | 0.04% | −568−20.7% | Reduced |
| Ameriflex Group, Inc. | 2,004 | $441.4K | 0.20% | +2,004 | New |
| Nautilus Advisors LLC | 2,190 | $442.0K | 0.35% | +2,190 | New |
| Ifrah Financial Services, Inc. | 2,205 | $444.9K | 0.12% | −55−2.4% | Reduced |
| Csenge Advisory Group | 2,207 | $445.4K | 0.02% | +506+29.7% | Added |
| Prelude Capital Management, LLC | 2,210 | $446.0K | 0.04% | +2,210 | New |
| Etesian Wealth Advisors, Inc. | 2,212 | $446.4K | 0.20% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 2,215 | $447.0K | 0.16% | +2,215 | New |
| Syntegra Private Wealth Group, LLC | 2,217 | $447.4K | 0.05% | −51−2.2% | Reduced |
| St Germain D J Co Inc | 2,217 | $447.4K | 0.02% | +400+22.0% | Added |
| Blueshift Asset Management, LLC | 2,222 | $448.4K | 0.16% | +2,222 | New |
| Global Assets Advisory, LLC | 2,237 | $448.5K | 0.25% | −355−13.7% | Reduced |
| Jupiter Wealth Management LLC | 2,250 | $454.0K | 0.23% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 2,255 | $455.0K | 0.25% | +2+0.1% | Added |
| Clarius Group, LLC | 2,263 | $456.7K | 0.03% | +16+0.7% | Added |
| Viawealth, LLC | 2,265 | $457.1K | 0.28% | −175−7.2% | Reduced |
| Formidable Asset Management, LLC | 2,272 | $458.5K | 0.08% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 2,279 | $459.9K | 0.09% | +1,230+117.3% | Added |
| Cassaday & Co Wealth Management LLC | 2,282 | $460.5K | 0.01% | −23−1.0% | Reduced |
| KMG Fiduciary Partners, LLC | 2,282 | $460.5K | 0.04% | −5−0.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,286 | $461.3K | 0.11% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 2,302 | $464.5K | 0.07% | +130+6.0% | Added |
| Catalytic Wealth RIA, LLC | 2,305 | $465.1K | 0.08% | +4+0.2% | Added |
| Geneos Wealth Management Inc. | 2,311 | $466.3K | 0.02% | +56+2.5% | Added |
| Bryce Point Capital, LLC | 2,322 | $468.6K | 0.14% | +2,322 | New |
| Hudock, Inc. | 2,328 | $470.0K | 0.08% | +10.0% | Added |
| Amica Retiree Medical Trust | 2,333 | $471.0K | 0.45% | −202−8.0% | Reduced |
| Parkside Financial Bank & Trust | 2,336 | $471.4K | 0.06% | +298+14.6% | Added |
| Wealth Dimensions Group, Ltd. | 2,339 | $472.0K | 0.12% | −35−1.5% | Reduced |
| Adell Harriman & Carpenter Inc | 2,350 | $474.2K | 0.03% | +50+2.2% | Added |
| Am Investment Strategies LLC | 2,369 | $478.0K | 0.12% | −300−11.2% | Reduced |
| Wellington Shields Capital Management, LLC | 2,371 | $478.4K | 0.08% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 2,397 | $483.7K | 0.11% | −25−1.0% | Reduced |
| Clearview Wealth Advisors LLC | 2,397 | $483.7K | 0.37% | −24−1.0% | Reduced |
| SlateStone Wealth, LLC | 2,399 | $484.0K | 0.05% | +96+4.2% | Added |
| Trust Co | 2,401 | $484.5K | 0.06% | +2,320+2,864.2% | Added |
| Tyche Wealth Partners LLC | 2,425 | $489.4K | 0.10% | −30−1.2% | Reduced |
| Lindbrook Capital, LLC | 2,445 | $493.4K | 0.04% | +21+0.9% | Added |
| AdvisorNet Financial, Inc | 2,451 | $494.6K | 0.04% | +21+0.9% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 2,453 | $494.8K | 0.34% | +2,453 | New |
| Bond & Devick Financial Network, Inc. | 2,400 | $498.2K | 0.21% | 00.0% | Unchanged |
| Clune & Associates, Ltd. | 2,481 | $500.6K | 0.17% | +2,481 | New |
| Zullo Investment Group, Inc. | 2,486 | $501.7K | 0.20% | −75−2.9% | Reduced |
| Stablepoint Partners, LLC | 2,489 | $502.3K | 0.09% | 00.0% | Unchanged |
| Guerra Advisors Inc | 2,490 | $502.5K | 0.28% | +2,490 | New |
| Alta Capital Management LLC | 2,494 | $503.3K | 0.03% | +94+3.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,496 | $503.6K | 0.08% | −1,829−42.3% | Reduced |
| Parthenon LLC | 2,500 | $504.5K | 0.06% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,502 | $504.8K | 0.28% | +3+0.1% | Added |
| Bridgefront Capital, LLC | 2,512 | $506.9K | 0.17% | +1,412+128.4% | Added |
| Moody National Bank Trust Division | 2,514 | $507.3K | 0.05% | +236+10.4% | Added |
| Fukoku Mutual Life Insurance Co | 2,518 | $508.1K | 0.04% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 2,524 | $509.4K | 0.16% | −107−4.1% | Reduced |
| Creekmur Asset Management LLC | 2,525 | $509.6K | 0.12% | −29−1.1% | Reduced |
| STAR Financial Bank | 2,526 | $509.7K | 0.37% | −541−17.6% | Reduced |
| Weinberger Asset Management, Inc | 2,531 | $510.7K | 0.21% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,540 | $512.5K | 0.12% | −26−1.0% | Reduced |
| Jennison Associates LLC | 2,543 | $513.2K | 0.00% | −4,679−64.8% | Reduced |
| Goelzer Investment Management, Inc. | 2,546 | $513.8K | 0.03% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 2,542 | $518.6K | 0.08% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 2,578 | $520.2K | 0.17% | −165−6.0% | Reduced |
| HTLF Bank | 2,582 | $521.0K | 0.06% | −361−12.3% | Reduced |
| Canandaigua National Bank & Trust Co | 2,586 | $521.8K | 0.05% | 00.0% | Unchanged |
| Ti-Trust, Inc | 2,603 | $525.3K | 0.35% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 2,604 | $525.4K | 0.17% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 2,604 | $525.5K | 0.35% | +2,604 | New |
| Keystone Financial Group | 2,606 | $525.8K | 0.05% | +347+15.4% | Added |
| Van Cleef Asset Management,Inc | 2,611 | $526.9K | 0.06% | +10.0% | Added |
| Naviter Wealth, LLC | 2,615 | $527.7K | 0.06% | +2,615 | New |
| Trust Point Inc. | 2,618 | $528.3K | 0.04% | −150−5.4% | Reduced |
| Intrua Financial, LLC | 2,622 | $529.0K | 0.09% | +233+9.8% | Added |
| Cannon Wealth Management Services, LLC | 2,368 | $529.8K | 0.46% | −33−1.4% | Reduced |
| Pitcairn Co | 2,628 | $530.3K | 0.03% | −45−1.7% | Reduced |
| Boothbay Fund Management, LLC | 2,631 | $530.9K | 0.02% | −62,619−96.0% | Reduced |
| Simmons Bank | 2,632 | $531.1K | 0.04% | −100−3.7% | Reduced |
| Per Stirling Capital Management, LLC. | 2,635 | $531.6K | 0.08% | −11−0.4% | Reduced |
| Herold Advisors, Inc. | 2,639 | $532.6K | 0.12% | +10.0% | Added |
| Fort Point Capital Partners LLC | 2,646 | $533.9K | 0.06% | −19−0.7% | Reduced |
| Kuhn & Co Investment Counsel | 2,646 | $533.9K | 0.45% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 2,650 | $534.7K | 0.09% | +430+19.4% | Added |
| Gs Investments, Inc. | 2,650 | $534.7K | 0.24% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 2,657 | $536.1K | 0.29% | +3+0.1% | Added |
| Gladstone Institutional Advisory LLC | 2,659 | $536.6K | 0.02% | −190−6.7% | Reduced |