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 |
|---|---|---|---|---|---|
| Primoris Wealth Advisors, LLC | 2,673 | $539.4K | 0.41% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 2,675 | $539.7K | 0.01% | +98+3.8% | Added |
| Foguth Wealth Management, LLC. | 2,583 | $541.0K | 0.14% | +2+0.1% | Added |
| Eldridge Investment Advisors, Inc. | 2,687 | $542.0K | 0.13% | −490−15.4% | Reduced |
| Diametric Capital, LP | 2,695 | $543.8K | 0.37% | +1,710+173.6% | Added |
| Kades & Cheifetz LLC | 2,699 | $544.7K | 0.28% | −647−19.3% | Reduced |
| Court Place Advisors, LLC | 2,703 | $545.4K | 0.18% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2,707 | $546.2K | 0.04% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 2,715 | $547.9K | 0.04% | −140−4.9% | Reduced |
| Mattern Capital Management, LLC | 2,720 | $548.9K | 0.07% | +256+10.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,725 | $549.9K | 0.06% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 2,469 | $552.4K | 0.11% | −5−0.2% | Reduced |
| Zacks Investment Management | 2,737 | $552.4K | 0.01% | −211−7.2% | Reduced |
| Larson Financial Group LLC | 2,748 | $554.6K | 0.03% | +1,006+57.7% | Added |
| Greatmark Investment Partners, Inc. | 2,750 | $554.9K | 0.08% | +2,750 | New |
| Falcon Wealth Planning | 2,763 | $557.5K | 0.06% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 2,768 | $558.6K | 0.51% | +2,768 | New |
| Sawyer & Company, Inc | 2,768 | $559.0K | 0.21% | 00.0% | Unchanged |
| Meridian Financial, LLC | 2,771 | $559.2K | 0.39% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,772 | $559.3K | 0.14% | −215−7.2% | Reduced |
| Prana Capital Management, LP | 2,776 | $560.2K | 0.03% | −65,475−95.9% | Reduced |
| Compass Capital Corp | 2,641 | $562.1K | 0.22% | +2,641 | New |
| Breed's Hill Capital LLC | 2,795 | $564.0K | 0.30% | +1,022+57.6% | Added |
| Astoria Portfolio Advisors LLC. | 2,725 | $564.5K | 0.20% | +898+49.2% | Added |
| Mendel Money Management | 2,806 | $566.2K | 0.25% | −14−0.5% | Reduced |
| Heritage Wealth Advisors | 2,806 | $566.2K | 0.03% | −13−0.5% | Reduced |
| Roman Butler Fullerton & Co | 2,661 | $568.6K | 0.18% | +362+15.7% | Added |
| Gitterman Wealth Management, LLC | 2,821 | $569.4K | 0.24% | +1,717+155.5% | Added |
| KLCM Advisors, Inc. | 2,823 | $569.7K | 0.07% | +195+7.4% | Added |
| Apella Capital, LLC | 2,826 | $570.3K | 0.02% | +136+5.1% | Added |
| Bradyco, Inc. | 2,849 | $574.9K | 0.36% | +2,849 | New |
| Howe & Rusling Inc | 2,850 | $575.1K | 0.05% | −524−15.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,853 | $575.7K | 0.06% | 00.0% | Unchanged |
| Fire Capital Management LLC | 2,859 | $576.9K | 0.43% | +2,859 | New |
| Successful Portfolios LLC | 2,867 | $578.5K | 0.39% | −3−0.1% | Reduced |
| SBI Securities Co., Ltd. | 2,868 | $578.7K | 0.02% | +2,868 | New |
| Jeppson Wealth Management, LLC | 2,877 | $580.5K | 0.21% | −25−0.9% | Reduced |
| Schechter Investment Advisors, LLC | 2,883 | $581.8K | 0.04% | +24+0.8% | Added |
| Appleton Partners Inc | 2,882 | $582.0K | 0.04% | +6+0.2% | Added |
| Keel Point, LLC | 2,894 | $584.0K | 0.05% | −187−6.1% | Reduced |
| Avidian Wealth Solutions, LLC | 2,896 | $584.3K | 0.03% | +43+1.5% | Added |
| Xcel Wealth Management, LLC | 2,900 | $585.2K | 0.16% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 2,902 | $585.6K | 0.27% | 00.0% | Unchanged |
| RW Investment Management LLC | 2,915 | $588.2K | 0.07% | −1,637−36.0% | Reduced |
| Illumine Investment Management, LLC | 2,934 | $592.1K | 0.49% | +2,934 | New |
| Legacy Wealth Asset Management, LLC | 2,952 | $595.7K | 0.16% | −34−1.1% | Reduced |
| Skopos Labs, Inc. | 2,959 | $597.1K | 0.18% | +244+9.0% | Added |
| Joel Isaacson & Co., LLC | 2,970 | $599.3K | 0.03% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2,972 | $599.7K | 0.15% | +33+1.1% | Added |
| Cahaba Wealth Management, Inc. | 2,984 | $602.1K | 0.05% | +302+11.3% | Added |
| Legacy Capital Group California, Inc. | 2,990 | $603.4K | 0.18% | −29−1.0% | Reduced |
| Crowley Wealth Management, Inc. | 2,990 | $603.4K | 0.53% | +2,990 | New |
| RFG Advisory, LLC | 3,010 | $607.4K | 0.02% | −1,392−31.6% | Reduced |
| Frank, Rimerman Advisors LLC | 3,015 | $608.4K | 0.04% | −4,818−61.5% | Reduced |
| Moloney Securities Asset Management, LLC | 3,016 | $608.5K | 0.08% | +10.0% | Added |
| World Equity Group, Inc. | 3,018 | $608.9K | 0.13% | +1,655+121.4% | Added |
| Dogwood Wealth Management LLC | 3,020 | $609.4K | 0.32% | +852+39.3% | Added |
| Real Talk Capital, LLC | – | $610.6K | 0.80% | – | New |
| Mechanics Financial Corp | 3,028 | $611.0K | 0.27% | +32+1.1% | Added |
| Epoch Investment Partners, Inc. | 3,034 | $612.2K | 0.00% | −5,053−62.5% | Reduced |
| Meyer Handelman Co | 3,050 | $615.5K | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 3,063 | $618.1K | 0.11% | −2,577−45.7% | Reduced |
| Shoker Investment Counsel, Inc. | 3,069 | $619.3K | 0.21% | +6+0.2% | Added |
| Peoples Financial Services Corp. | 3,082 | $621.9K | 0.29% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 3,085 | $622.6K | 0.50% | +3,085 | New |
| Morton Capital Management LLC | 3,088 | $623.2K | 0.12% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 3,090 | $623.5K | 0.01% | +3,090 | New |
| Boston Research & Management Inc | 3,090 | $623.5K | 0.15% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 3,091 | $623.7K | 0.04% | +320+11.5% | Added |
| EverSource Wealth Advisors, LLC | 3,091 | $623.8K | 0.04% | +49+1.6% | Added |
| Orrstown Financial Services Inc | 3,097 | $624.9K | 0.17% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $625.5K | 0.55% | – | – |
| Comprehensive Financial Planning, Inc. | 3,104 | $626.4K | 0.53% | +3,104 | New |
| TrinityPoint Wealth, LLC | 3,108 | $627.1K | 0.09% | +22+0.7% | Added |
| CMG Global Holdings, LLC | 2,974 | $628.8K | 0.35% | 00.0% | Unchanged |
| SL Advisors, LLC | 3,125 | $630.6K | 1.04% | −110−3.4% | Reduced |
| RD Lewis Holdings, Inc. | 2,807 | $631.3K | 0.69% | +2,807 | New |
| GTS Securities LLC | 3,135 | $632.6K | 0.03% | −67−2.1% | Reduced |
| Good Life Advisors, LLC | 3,137 | $633.1K | 0.05% | −288−8.4% | Reduced |
| Verdence Capital Advisors LLC | 3,139 | $633.3K | 0.05% | 00.0% | Unchanged |
| Glenview Trust Co | 3,148 | $635.2K | 0.01% | +85+2.8% | Added |
| Forum Financial Management, LP | 3,150 | $635.7K | 0.01% | +549+21.1% | Added |
| Evergreen Capital Management LLC | 3,160 | $637.7K | 0.02% | +7+0.2% | Added |
| Stony Point Wealth Management Inc. | 3,164 | $638.5K | 0.25% | −73−2.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 3,177 | $641.0K | 0.18% | +82+2.6% | Added |
| Asset Planning,Inc | 3,183 | $642.4K | 0.49% | +3,183 | New |
| Cyndeo Wealth Partners, LLC | 3,186 | $643.0K | 0.04% | +619+24.1% | Added |
| Connecticut Wealth Management, LLC | 3,191 | $643.9K | 0.03% | +523+19.6% | Added |
| Modera Wealth Management, LLC | 3,199 | $645.5K | 0.01% | +461+16.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,208 | $647.3K | 0.14% | +10.0% | Added |
| Hohimer Wealth Management, LLC | 3,209 | $647.5K | 0.12% | +559+21.1% | Added |
| Change Path, LLC | 3,226 | $651.0K | 0.02% | +1,612+99.9% | Added |
| Pine Valley Investments Ltd Liability Co | 3,228 | $651.4K | 0.04% | −126−3.8% | Reduced |
| Cozad Asset Management Inc | 3,253 | $656.4K | 0.06% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 3,264 | $658.6K | 0.20% | +16+0.5% | Added |
| CoreCap Advisors, LLC | 3,264 | $658.7K | 0.03% | +119+3.8% | Added |
| Twin Tree Management, LP | 3,271 | $660.1K | 0.02% | +3,271 | New |
| Madison Asset Management, LLC | 3,275 | $660.9K | 0.01% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 3,275 | $660.9K | 0.12% | +465+16.5% | Added |
| Madison Investment Advisors, LLC | 3,275 | $660.9K | 0.01% | +3,275 | New |