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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 6,117 | $1.23M | 0.03% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,101 | $1.23M | 0.06% | +220+3.7% | Added |
| Boyar Asset Management Inc. | 6,061 | $1.22M | 0.81% | −100−1.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,060 | $1.22M | 0.16% | −7−0.1% | Reduced |
| Morningstar Investment Management LLC | 6,050 | $1.22M | 0.10% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 6,048 | $1.22M | 0.04% | −355−5.5% | Reduced |
| Wedmont Private Capital | 5,870 | $1.22M | 0.06% | +190+3.3% | Added |
| BayBridge Capital Group, LLC | 6,006 | $1.21M | 0.88% | −335−5.3% | Reduced |
| V-Square Quantitative Management LLC | 6,001 | $1.21M | 0.17% | +681+12.8% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,981 | $1.21M | 0.68% | −99−1.6% | Reduced |
| Venture Visionary Partners LLC | 5,977 | $1.21M | 0.05% | +10.0% | Added |
| Strategic Blueprint, LLC | 5,968 | $1.20M | 0.07% | +355+6.3% | Added |
| Rogco, LP | 5,953 | $1.20M | 0.49% | +66+1.1% | Added |
| Equitable Trust Co | 5,947 | $1.20M | 0.07% | −300−4.8% | Reduced |
| Westover Capital Advisors, LLC | 5,943 | $1.20M | 0.26% | −68−1.1% | Reduced |
| Addison Capital Co | 5,910 | $1.19M | 0.47% | +188+3.3% | Added |
| Ninepoint Partners LP | 5,904 | $1.19M | 0.19% | +5,904 | New |
| Moneta Group Investment Advisors LLC | 5,892 | $1.19M | 0.02% | +441+8.1% | Added |
| Canada Post Corp Registered Pension Plan | 5,858 | $1.18M | 0.07% | +5,858 | New |
| Quadcap Wealth Management, LLC | 5,848 | $1.18M | 0.17% | −604−9.4% | Reduced |
| Cobblestone Capital Advisors LLC | 5,846 | $1.18M | 0.06% | +169+3.0% | Added |
| Capital Planning LLC | 5,844 | $1.18M | 0.31% | +37+0.6% | Added |
| BOK Financial Private Wealth, Inc. | 5,778 | $1.17M | 0.08% | −402−6.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,762 | $1.16M | 0.15% | −15−0.3% | Reduced |
| Simplex Trading, LLC | 5,732 | $1.16M | 0.03% | +5,732 | New |
| GWN Securities Inc. | 5,530 | $1.16M | 0.31% | +5,530 | New |
| MTM Investment Management, LLC | 5,723 | $1.15M | 0.44% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 5,712 | $1.15M | 0.52% | +20.0% | Added |
| Ronald Blue Trust, Inc. | 5,675 | $1.15M | 0.01% | +108+1.9% | Added |
| Detalus Advisors, LLC | 5,649 | $1.14M | 0.38% | +4+0.1% | Added |
| Essex Financial Services, Inc. | 5,627 | $1.14M | 0.08% | +164+3.0% | Added |
| Farringdon Capital, Ltd. | 5,624 | $1.13M | 0.47% | +5,624 | New |
| Rehmann Capital Advisory Group | 5,614 | $1.13M | 0.07% | −128−2.2% | Reduced |
| Financial Advisory Service, Inc. | 5,608 | $1.13M | 0.10% | +8+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 5,599 | $1.13M | 0.53% | +2,051+57.8% | Added |
| Sagespring Wealth Partners, LLC | 5,596 | $1.13M | 0.03% | +5,596 | New |
| Daymark Wealth Partners, LLC | 5,588 | $1.13M | 0.05% | −269−4.6% | Reduced |
| Segment Wealth Management, LLC | 5,587 | $1.13M | 0.08% | +3+0.1% | Added |
| Catalyst Capital Advisors LLC | 5,586 | $1.13M | 0.02% | +441+8.6% | Added |
| Advisory Alpha, LLC | 5,580 | $1.13M | 0.04% | +379+7.3% | Added |
| Monument Capital Management | 5,574 | $1.12M | 0.31% | +126+2.3% | Added |
| Fjell Capital, LLC | 5,569 | $1.12M | 1.16% | +5,569 | New |
| Fifth Third Wealth Advisors LLC | 5,537 | $1.12M | 0.06% | +339+6.5% | Added |
| Bayesian Capital Management, LP | 5,500 | $1.11M | 0.14% | +5,500 | New |
| Piscataqua Savings Bank | 5,473 | $1.10M | 0.95% | −60−1.1% | Reduced |
| Integrated Advisors Network LLC | 5,430 | $1.10M | 0.05% | +300+5.8% | Added |
| FourThought Financial Partners, LLC | 5,425 | $1.09M | 0.11% | +5,425 | New |
| MUFG Securities Americas Inc. | 5,392 | $1.09M | 0.14% | +5,392 | New |
| Savvy Advisors, Inc. | 5,379 | $1.09M | 0.13% | +2,002+59.3% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 5,378 | $1.09M | 0.67% | −25−0.5% | Reduced |
| Kavar Capital Partners Group, LLC | 5,361 | $1.08M | 0.18% | +1,559+41.0% | Added |
| Okabena Investment Services Inc | 5,358 | $1.08M | 0.30% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5,345 | $1.08M | 0.19% | +1,471+38.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 5,341 | $1.08M | 0.03% | +1,237+30.1% | Added |
| Principal Securities, Inc. | 5,306 | $1.07M | 0.02% | +1,272+31.5% | Added |
| GW Henssler & Associates Ltd | 5,141 | $1.07M | 0.06% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 5,282 | $1.07M | 0.02% | +106+2.0% | Added |
| Lebenthal Global Advisors, LLC | 5,278 | $1.07M | 0.19% | +734+16.2% | Added |
| Advisors Capital Management, LLC | 5,224 | $1.05M | 0.02% | +923+21.5% | Added |
| Advisor OS, LLC | 5,205 | $1.05M | 0.12% | +630+13.8% | Added |
| FORA Capital, LLC | 5,173 | $1.04M | 0.12% | −23,427−81.9% | Reduced |
| South State Corp. | 5,173 | $1.04M | 0.07% | −38−0.7% | Reduced |
| Heritage Wealth Management, Inc. | 5,162 | $1.04M | 0.35% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 5,158 | $1.04M | 0.31% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 4,633 | $1.04M | 0.10% | −599−11.4% | Reduced |
| Silver Oak Securities, Inc | 5,119 | $1.04M | 0.10% | +3,063+149.0% | Added |
| Motiv8 Investments LLC | 5,127 | $1.03M | 0.73% | +5,127 | New |
| Stenger Family Office, LLC | 5,120 | $1.03M | 0.35% | +5,120 | New |
| Mayflower Financial Advisors, LLC | 5,115 | $1.03M | 0.15% | +126+2.5% | Added |
| High Net Worth Advisory Group LLC | 5,112 | $1.03M | 0.29% | −200−3.8% | Reduced |
| XML Financial, LLC | 5,076 | $1.02M | 0.09% | +239+4.9% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,049 | $1.02M | 0.41% | 00.0% | Unchanged |
| Adviser Investments LLC | 5,051 | $1.02M | 0.01% | +86+1.7% | Added |
| Leigh Baldwin & Co., LLC | 5,047 | $1.02M | 0.86% | +5,047 | New |
| Bienville Capital Management, LLC | 5,018 | $1.01M | 0.25% | +18+0.4% | Added |
| Barbara Oil Co. | 5,000 | $1.01M | 0.42% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 4 | $1.01M | 0.04% | −5,122−99.9% | Reduced |
| WR Wealth Planners, LLC | 4,975 | $1.00M | 0.32% | −433−8.0% | Reduced |
| Callahan Advisors, LLC | 4,937 | $996.3K | 0.09% | +3,065+163.7% | Added |
| Fulton Bank, N.A. | 4,934 | $995.6K | 0.04% | −39−0.8% | Reduced |
| Vise Technologies, Inc. | 4,921 | $993.0K | 0.08% | +1,742+54.8% | Added |
| Aster Capital Management (DIFC) Ltd | 4,894 | $987.6K | 0.38% | +4,894 | New |
| Solidarilty Wealth, LLC | 4,839 | $976.5K | 0.25% | −5−0.1% | Reduced |
| Bravias Capital Group, LLC | 4,414 | $972.1K | 0.79% | +4,414 | New |
| Wesbanco Bank Inc | 4,817 | $972.0K | 0.03% | +36+0.8% | Added |
| MONECO Advisors, LLC | 4,812 | $971.0K | 0.10% | +54+1.1% | Added |
| Founders Financial Alliance, LLC | 4,810 | $970.5K | 0.27% | +840+21.2% | Added |
| Country Club Bank | 4,726 | $955.9K | 0.06% | +100+2.2% | Added |
| Bank of Nova Scotia Trust Co | 4,711 | $950.6K | 0.10% | −24−0.5% | Reduced |
| L.M. Kohn & Company | 4,687 | $945.8K | 0.24% | −254−5.1% | Reduced |
| IVC Wealth Advisors LLC | 4,664 | $941.1K | 0.53% | −396−7.8% | Reduced |
| CWA Asset Management Group, LLC | 4,663 | $941.0K | 0.05% | +117+2.6% | Added |
| Cassia Capital Partners, LLC | 4,639 | $936.1K | 0.60% | +1,222+35.8% | Added |
| Transcend Wealth Collective, LLC | 4,626 | $933.5K | 0.07% | −79−1.7% | Reduced |
| GeoWealth Management, LLC | 4,616 | $931.4K | 0.03% | −468−9.2% | Reduced |
| Farther Finance Advisors, LLC | 4,608 | $929.9K | 0.03% | +527+12.9% | Added |
| Claro Advisors LLC | 4,584 | $925.0K | 0.13% | +1,387+43.4% | Added |
| NCP Inc. | 4,561 | $920.3K | 0.47% | −10−0.2% | Reduced |
| Milestone Asset Management, LLC | 4,559 | $920.1K | 0.20% | +946+26.2% | Added |
| Magnus Financial Group LLC | 4,552 | $918.6K | 0.09% | +332+7.9% | Added |