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 |
|---|---|---|---|---|---|
| Howard Capital Management Inc. | 3,598 | $726.0K | 0.01% | +367+11.4% | Added |
| Oakworth Capital, Inc. | 3,591 | $724.6K | 0.05% | +33+0.9% | Added |
| King Wealth | 3,561 | $719.0K | 0.10% | +10.0% | Added |
| Cornerstone Wealth Management, LLC | 3,558 | $717.9K | 0.05% | +114+3.3% | Added |
| Berkshire Bank | 3,556 | $717.6K | 0.17% | +20+0.6% | Added |
| KWB Wealth | 3,456 | $717.4K | 0.09% | +718+26.2% | Added |
| Kinneret Advisory, LLC | 3,536 | $713.5K | 0.07% | −165−4.5% | Reduced |
| Ausdal Financial Partners, Inc. | 3,519 | $710.2K | 0.06% | +585+19.9% | Added |
| Cornerstone Advisory, LLC | 3,118 | $710.0K | 0.08% | +727+30.4% | Added |
| Journey Strategic Wealth LLC | 3,518 | $710.0K | 0.03% | +161+4.8% | Added |
| Core Wealth Partners LLC | 3,510 | $708.3K | 0.41% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 3,504 | $707.0K | 0.07% | −87−2.4% | Reduced |
| Orleans Capital Management Corp | 3,117 | $706.8K | 0.40% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,471 | $700.1K | 0.04% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 3,458 | $697.7K | 0.58% | 00.0% | Unchanged |
| First Foundation Advisors | 3,441 | $694.3K | 0.03% | −25−0.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 15,452 | $693.0K | 0.12% | +4,639+42.9% | Added |
| Ipsen Advisor Group LLC | 3,405 | $687.2K | 0.59% | +3,405 | New |
| SGL Investment Advisors, Inc. | 3,019 | $686.5K | 0.35% | +28+0.9% | Added |
| Baker Tilly Wealth Management, LLC | 3,384 | $682.8K | 0.27% | +289+9.3% | Added |
| Inspirion Wealth Advisors, LLC | 3,345 | $680.3K | 0.10% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 3,366 | $679.2K | 0.08% | −5−0.1% | Reduced |
| Americana Partners, LLC | 3,364 | $678.8K | 0.03% | 00.0% | Unchanged |
| Fundamentun, LLC | 3,360 | $678.1K | 0.04% | −14,152−80.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,346 | $675.0K | 0.16% | +185+5.9% | Added |
| PharVision Advisers, LLC | 3,338 | $673.6K | 0.57% | +3,338 | New |
| Avantax Planning Partners, Inc. | 3,329 | $671.7K | 0.02% | +75+2.3% | Added |
| Alliance Wealth Advisors, LLC | 3,325 | $671.0K | 0.38% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,320 | $670.1K | 0.02% | +297+9.8% | Added |
| Everett Harris & Co | 3,298 | $665.5K | 0.01% | +1,455+78.9% | Added |
| Thomasville National Bank | 3,291 | $664.1K | 0.05% | +13+0.4% | Added |
| Mosaic Family Wealth Partners, LLC | 3,288 | $663.5K | 0.10% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 3,283 | $662.5K | 0.11% | +893+37.4% | Added |
| Bill Few Associates, Inc. | 3,276 | $661.1K | 0.23% | −200−5.8% | Reduced |
| 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 |
| Twin Tree Management, LP | 3,271 | $660.1K | 0.02% | +3,271 | New |
| CoreCap Advisors, LLC | 3,264 | $658.7K | 0.03% | +119+3.8% | Added |
| Walter & Keenan Financial Consulting Co | 3,264 | $658.6K | 0.20% | +16+0.5% | Added |
| Cozad Asset Management Inc | 3,253 | $656.4K | 0.06% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 3,228 | $651.4K | 0.04% | −126−3.8% | Reduced |
| Change Path, LLC | 3,226 | $651.0K | 0.02% | +1,612+99.9% | Added |
| Hohimer Wealth Management, LLC | 3,209 | $647.5K | 0.12% | +559+21.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,208 | $647.3K | 0.14% | +10.0% | Added |
| Modera Wealth Management, LLC | 3,199 | $645.5K | 0.01% | +461+16.8% | Added |
| Connecticut Wealth Management, LLC | 3,191 | $643.9K | 0.03% | +523+19.6% | Added |
| Cyndeo Wealth Partners, LLC | 3,186 | $643.0K | 0.04% | +619+24.1% | Added |
| Asset Planning,Inc | 3,183 | $642.4K | 0.49% | +3,183 | New |
| Lester Murray Antman dba SimplyRich | 3,177 | $641.0K | 0.18% | +82+2.6% | Added |
| Stony Point Wealth Management Inc. | 3,164 | $638.5K | 0.25% | −73−2.3% | Reduced |
| Evergreen Capital Management LLC | 3,160 | $637.7K | 0.02% | +7+0.2% | Added |
| Forum Financial Management, LP | 3,150 | $635.7K | 0.01% | +549+21.1% | Added |
| Glenview Trust Co | 3,148 | $635.2K | 0.01% | +85+2.8% | Added |
| Verdence Capital Advisors LLC | 3,139 | $633.3K | 0.05% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 3,137 | $633.1K | 0.05% | −288−8.4% | Reduced |
| GTS Securities LLC | 3,135 | $632.6K | 0.03% | −67−2.1% | Reduced |
| RD Lewis Holdings, Inc. | 2,807 | $631.3K | 0.69% | +2,807 | New |
| SL Advisors, LLC | 3,125 | $630.6K | 1.04% | −110−3.4% | Reduced |
| CMG Global Holdings, LLC | 2,974 | $628.8K | 0.35% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 3,108 | $627.1K | 0.09% | +22+0.7% | Added |
| Comprehensive Financial Planning, Inc. | 3,104 | $626.4K | 0.53% | +3,104 | New |
| TCM Advisors, LLC | – | $625.5K | 0.55% | – | – |
| Orrstown Financial Services Inc | 3,097 | $624.9K | 0.17% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,091 | $623.8K | 0.04% | +49+1.6% | Added |
| Smith Chas P & Associates Pa Cpas | 3,091 | $623.7K | 0.04% | +320+11.5% | Added |
| Boston Research & Management Inc | 3,090 | $623.5K | 0.15% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 3,090 | $623.5K | 0.01% | +3,090 | New |
| Morton Capital Management LLC | 3,088 | $623.2K | 0.12% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 3,085 | $622.6K | 0.50% | +3,085 | New |
| Peoples Financial Services Corp. | 3,082 | $621.9K | 0.29% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 3,069 | $619.3K | 0.21% | +6+0.2% | Added |
| Aigen Investment Management, LP | 3,063 | $618.1K | 0.11% | −2,577−45.7% | Reduced |
| Meyer Handelman Co | 3,050 | $615.5K | 0.02% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 3,034 | $612.2K | 0.00% | −5,053−62.5% | Reduced |
| Mechanics Financial Corp | 3,028 | $611.0K | 0.27% | +32+1.1% | Added |
| Real Talk Capital, LLC | – | $610.6K | 0.80% | – | New |
| Dogwood Wealth Management LLC | 3,020 | $609.4K | 0.32% | +852+39.3% | Added |
| World Equity Group, Inc. | 3,018 | $608.9K | 0.13% | +1,655+121.4% | Added |
| Moloney Securities Asset Management, LLC | 3,016 | $608.5K | 0.08% | +10.0% | Added |
| Frank, Rimerman Advisors LLC | 3,015 | $608.4K | 0.04% | −4,818−61.5% | Reduced |
| RFG Advisory, LLC | 3,010 | $607.4K | 0.02% | −1,392−31.6% | Reduced |
| 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 |
| Cahaba Wealth Management, Inc. | 2,984 | $602.1K | 0.05% | +302+11.3% | Added |
| Auxano Advisors, LLC | 2,972 | $599.7K | 0.15% | +33+1.1% | Added |
| Joel Isaacson & Co., LLC | 2,970 | $599.3K | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,959 | $597.1K | 0.18% | +244+9.0% | Added |
| Legacy Wealth Asset Management, LLC | 2,952 | $595.7K | 0.16% | −34−1.1% | Reduced |
| Illumine Investment Management, LLC | 2,934 | $592.1K | 0.49% | +2,934 | New |
| RW Investment Management LLC | 2,915 | $588.2K | 0.07% | −1,637−36.0% | Reduced |
| Forza Wealth Management, LLC | 2,902 | $585.6K | 0.27% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 2,900 | $585.2K | 0.16% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,896 | $584.3K | 0.03% | +43+1.5% | Added |
| Keel Point, LLC | 2,894 | $584.0K | 0.05% | −187−6.1% | Reduced |
| Appleton Partners Inc | 2,882 | $582.0K | 0.04% | +6+0.2% | Added |
| Schechter Investment Advisors, LLC | 2,883 | $581.8K | 0.04% | +24+0.8% | Added |
| Jeppson Wealth Management, LLC | 2,877 | $580.5K | 0.21% | −25−0.9% | Reduced |
| SBI Securities Co., Ltd. | 2,868 | $578.7K | 0.02% | +2,868 | New |
| Successful Portfolios LLC | 2,867 | $578.5K | 0.39% | −3−0.1% | Reduced |