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; 2,380 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 | 2,380 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,324 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,206 | $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 |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 2,272 | $458.5K | 0.08% | 00.0% | Unchanged |
| Viawealth, LLC | 2,265 | $457.1K | 0.28% | −175−7.2% | Reduced |
| Clarius Group, LLC | 2,263 | $456.7K | 0.03% | +16+0.7% | Added |
| Patron Partners Advisors, LLC | 2,255 | $455.0K | 0.25% | +2+0.1% | Added |
| Jupiter Wealth Management LLC | 2,250 | $454.0K | 0.23% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 2,237 | $448.5K | 0.25% | −355−13.7% | Reduced |
| Blueshift Asset Management, LLC | 2,222 | $448.4K | 0.16% | +2,222 | 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 |
| VSM Wealth Advisory, LLC | 2,215 | $447.0K | 0.16% | +2,215 | New |
| Etesian Wealth Advisors, Inc. | 2,212 | $446.4K | 0.20% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,210 | $446.0K | 0.04% | +2,210 | New |
| Csenge Advisory Group | 2,207 | $445.4K | 0.02% | +506+29.7% | Added |
| Ifrah Financial Services, Inc. | 2,205 | $444.9K | 0.12% | −55−2.4% | Reduced |
| Nautilus Advisors LLC | 2,190 | $442.0K | 0.35% | +2,190 | New |
| Ameriflex Group, Inc. | 2,004 | $441.4K | 0.20% | +2,004 | New |
| Tradition Wealth Management, LLC | 2,173 | $438.4K | 0.04% | −568−20.7% | Reduced |
| David Loasby | 2,115 | $438.3K | 0.04% | +43+2.1% | Added |
| MPS Loria Financial Planners, LLC | 2,161 | $436.0K | 0.13% | +7+0.3% | Added |
| Johnson Financial Group, Inc. | 1,974 | $434.8K | 0.02% | −3,350−62.9% | Reduced |
| Compton Wealth Advisory Group, LLC | 2,142 | $432.3K | 0.11% | 00.0% | Unchanged |
| Geneva Partners, LLC | 2,141 | $432.0K | 0.18% | −80−3.6% | Reduced |
| Capital Management Associates, Inc | 2,140 | $431.8K | 0.16% | +80+3.9% | Added |
| Assetmark, Inc | 2,135 | $430.8K | 0.00% | +58+2.8% | Added |
| Lakeview Capital Partners, LLC | 2,135 | $430.8K | 0.09% | −6,594−75.5% | Reduced |
| Canopy Partners, LLC | 2,123 | $428.4K | 0.16% | +8+0.4% | Added |
| CVA Family Office, LLC | 2,119 | $427.6K | 0.07% | +49+2.4% | Added |
| Holderness Investments Co | 2,116 | $427.0K | 0.09% | +16+0.8% | Added |
| Leo Wealth, LLC | 2,114 | $426.6K | 0.04% | +2,114 | New |
| Alaethes Wealth LLC | 2,112 | $426.2K | 0.15% | −14−0.7% | Reduced |
| Private Capital Management, LLC | 2,111 | $425.9K | 0.05% | 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 |
| First National Bank Sioux Falls | 2,105 | $424.8K | 0.18% | 00.0% | Unchanged |
| NBT Bank N A | 2,102 | $424.2K | 0.03% | −92−4.2% | Reduced |
| Merrion Investment Management Co, LLC | 2,100 | $423.8K | 0.29% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,095 | $423.0K | 0.16% | 00.0% | Unchanged |
| JT Stratford LLC | 2,096 | $423.0K | 0.07% | −78−3.6% | Reduced |
| Capital Investment Advisory Services, LLC | 2,096 | $422.9K | 0.04% | +25+1.2% | Added |
| First Nebraska Trust Co | 2,083 | $420.3K | 0.04% | −300−12.6% | Reduced |
| Ocean Capital Management, LLC | 2,080 | $419.7K | 0.09% | −16−0.8% | Reduced |
| Congress Wealth Management LLC | 2,078 | $419.4K | 0.01% | +555+36.4% | Added |
| Capital Advisors, Ltd. LLC | 2,078 | $419.0K | 0.05% | −51−2.4% | Reduced |
| Baring Financial LLC | 2,074 | $418.5K | 0.37% | +2,074 | New |
| Syntax Research, Inc. | 2,067 | $417.1K | 0.30% | −10,019−82.9% | Reduced |
| Crestwood Advisors Group LLC | 2,060 | $415.8K | 0.01% | −43−2.0% | Reduced |
| Crawford Investment Counsel Inc | 2,056 | $414.8K | 0.01% | +3+0.1% | Added |
| Resolute Wealth Strategies, LLC | 2,055 | $414.7K | 0.21% | +6+0.3% | Added |
| Wealth Management Partners, LLC | 2,055 | $414.7K | 0.18% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 2,047 | $413.0K | 0.00% | +104+5.4% | Added |
| Argus Investors' Counsel, Inc. | 2,044 | $412.4K | 0.28% | +4+0.2% | Added |
| Burney Co | 2,040 | $411.7K | 0.01% | +646+46.3% | Added |
| Catalyst Financial Partners LLC | 2,039 | $411.4K | 0.08% | +48+2.4% | Added |
| Arlington Trust Co LLC | 2,038 | $411.2K | 0.09% | +414+25.5% | Added |
| Catalina Capital Group, LLC | 2,030 | $409.6K | 0.13% | +12+0.6% | Added |
| Arvest Bank Trust Division | 2,026 | $408.8K | 0.02% | −680−25.1% | Reduced |
| Beck Mack & Oliver LLC | 2,025 | $408.6K | 0.01% | +2,025 | New |
| Duncan Williams Asset Management, LLC | 2,020 | $407.6K | 0.16% | 00.0% | Unchanged |
| Ledyard National Bank | 2,016 | $406.8K | 0.04% | −292−12.7% | Reduced |
| Stratos Wealth Advisors, LLC | 2,013 | $406.3K | 0.02% | +232+13.0% | Added |
| Johnson Bixby & Associates, LLC | 2,000 | $403.6K | 0.06% | −433−17.8% | Reduced |
| Miller Financial Services LLC | 1,991 | $401.8K | 0.34% | +1,991 | New |
| Notis-McConarty Edward | 1,990 | $401.6K | 0.19% | +15+0.8% | Added |
| First Affirmative Financial Network | 1,988 | $401.2K | 0.23% | +158+8.6% | Added |
| Synergy Financial Group, LTD | 1,985 | $400.5K | 0.33% | +63+3.3% | Added |
| Values First Advisors, Inc. | 1,980 | $399.6K | 0.22% | −21−1.0% | Reduced |
| Baker Boyer National Bank | 1,979 | $399.3K | 0.14% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,976 | $398.8K | 0.04% | +308+18.5% | Added |
| Drive Wealth Management, LLC | 1,968 | $397.1K | 0.10% | +26+1.3% | Added |
| Lakeshore Financial Planning, Inc. | 1,967 | $397.0K | 0.17% | +150+8.3% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,969 | $397.0K | 0.05% | +3+0.2% | Added |
| Ninety One SA (PTY) Ltd | 1,965 | $396.5K | 0.09% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 1,960 | $395.5K | 0.29% | −180−8.4% | Reduced |
| Davis R M Inc | 1,958 | $395.2K | 0.01% | +621+46.4% | Added |
| Dana Investment Advisors, Inc. | 1,954 | $394.3K | 0.01% | +1,954 | New |
| Saturna Capital CORP | 1,951 | $393.7K | 0.01% | +113+6.1% | Added |
| Cypress Wealth Services, LLC | 1,950 | $393.6K | 0.08% | +53+2.8% | Added |
| New Hampshire Trust | 1,950 | $393.5K | 0.08% | −30−1.5% | Reduced |
| Midland Wealth Advisors LLC | 1,947 | $392.9K | 0.02% | −75−3.7% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,945 | $392.5K | 0.07% | +5+0.3% | Added |
| Red Wave Investments LLC | 1,943 | $392.1K | 0.14% | +34+1.8% | Added |
| Sawgrass Asset Management LLC | 1,938 | $391.1K | 0.04% | +360+22.8% | Added |
| Smithfield Trust Co | 1,940 | $390.0K | 0.02% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,929 | $389.3K | 0.04% | +300+18.4% | Added |
| Old North State Trust, LLC | 1,927 | $389.0K | 0.25% | +57+3.0% | Added |
| Diligent Investors, LLC | 1,923 | $388.1K | 0.09% | −46−2.3% | Reduced |
| Petix & Botte Co | 1,922 | $387.8K | 0.10% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,920 | $387.4K | 0.19% | −119−5.8% | Reduced |
| Horan Capital Advisors, LLC. | 1,919 | $387.2K | 0.13% | −10−0.5% | Reduced |
| SkyOak Wealth, LLC | 1,918 | $387.0K | 0.08% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,918 | $387.0K | 0.02% | +1,918 | New |
| Legacy Capital Wealth Partners, LLC | 1,916 | $386.6K | 0.10% | −33−1.7% | Reduced |
| Maple Capital Management, Inc. | 1,913 | $386.0K | 0.03% | +1,913 | New |
| NFP Retirement, Inc. | 1,901 | $383.6K | 0.03% | −34−1.8% | Reduced |
| Reliant Investment Partners, LLC | 1,900 | $383.4K | 0.34% | +1,900 | New |
| First Western Trust Bank | 1,888 | $381.0K | 0.02% | +17+0.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,881 | $379.6K | 0.06% | −715−27.5% | Reduced |
| Flagship Wealth Advisors, LLC | 1,880 | $379.4K | 0.22% | +1,880 | New |
| Lavaca Capital LLC | 1,880 | $379.4K | 0.17% | +226+13.7% | Added |
| Dumont & Blake Investment Advisors LLC | 1,877 | $378.8K | 0.10% | 00.0% | Unchanged |