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 |
|---|---|---|---|---|---|
| Marcum Wealth, LLC | 1,874 | $378.2K | 0.03% | +120+6.8% | Added |
| Drake & Associates, LLC | 1,679 | $377.7K | 0.11% | −111−6.2% | Reduced |
| bLong Financial, LLC | 1,871 | $377.6K | 0.31% | +1,871 | New |
| Stokes Family Office, LLC | 1,869 | $377.1K | 0.04% | −42−2.2% | Reduced |
| Putney Financial Group LLC | 1,862 | $375.7K | 0.33% | +1,862 | New |
| Philadelphia Trust Co | 1,860 | $375.0K | 0.03% | −195−9.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,856 | $374.6K | 0.08% | −96−4.9% | Reduced |
| Aspiriant, LLC | 1,855 | $374.3K | 0.01% | +91+5.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,850 | $373.4K | 0.20% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,844 | $372.0K | 0.02% | +680+58.4% | Added |
| Fosun International Ltd | 1,829 | $369.1K | 0.12% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,829 | $369.1K | 0.01% | +1,151+169.8% | Added |
| Alpha Cubed Investments, LLC | 1,824 | $368.2K | 0.02% | −325−15.1% | Reduced |
| United Advisor Group, LLC | 1,816 | $366.5K | 0.07% | +618+51.6% | Added |
| Integrity Alliance, LLC. | 1,815 | $366.2K | 0.04% | +1,815 | New |
| Truvestments Capital LLC | 1,811 | $365.4K | 0.09% | +64+3.7% | Added |
| Heritage Trust Co | 1,808 | $364.8K | 0.04% | +1,808 | New |
| Southland Equity Partners LLC | 1,806 | $364.4K | 0.08% | +2+0.1% | Added |
| Merriman Wealth Management, LLC | 1,803 | $363.8K | 0.02% | +446+32.9% | Added |
| Azimuth Capital Investment Management LLC | 1,800 | $363.2K | 0.01% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 1,791 | $361.4K | 0.14% | 00.0% | Unchanged |
| City State Bank | 1,788 | $360.8K | 0.13% | −198−10.0% | Reduced |
| American Trust | 1,779 | $359.0K | 0.03% | +1,779 | New |
| Capital International Inc | 1,771 | $357.4K | 0.00% | −7,504−80.9% | Reduced |
| Golden State Equity Partners | 1,764 | $356.0K | 0.07% | −528−23.0% | Reduced |
| WESPAC Advisors, LLC | 1,762 | $355.6K | 0.26% | +1+0.1% | Added |
| Rossmore Private Capital | 1,760 | $355.2K | 0.04% | +580+49.2% | Added |
| Pacitti Group Inc. | 1,752 | $353.6K | 0.17% | +1+0.1% | Added |
| Brown, Lisle/Cummings, Inc. | 1,750 | $353.1K | 0.11% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,745 | $352.1K | 0.06% | +1,745 | New |
| LRI Investments, LLC | 1,742 | $351.5K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,732 | $349.5K | 0.11% | +100+6.1% | Added |
| Trust Co of the South | 1,731 | $349.3K | 0.07% | −202−10.5% | Reduced |
| Forest Hill Capital, LLC | 1,730 | $349.1K | 0.27% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 1,729 | $348.8K | 0.17% | +104+6.4% | Added |
| Claris Financial LLC | 1,728 | $348.7K | 0.23% | +1,728 | New |
| BlackDiamond Wealth Management Inc. | 1,722 | $347.5K | 0.20% | +4+0.2% | Added |
| Cutter & CO Brokerage, Inc. | 1,718 | $346.7K | 0.08% | +3+0.2% | Added |
| PFG Advisors | 1,716 | $346.3K | 0.02% | −192−10.1% | Reduced |
| Bank of Stockton | 1,716 | $346.3K | 0.11% | −10−0.6% | Reduced |
| Personal Cfo Solutions, LLC | 1,715 | $346.1K | 0.07% | −39−2.2% | Reduced |
| Hager Investment Management Services, LLC | 1,710 | $345.1K | 0.22% | +1,710 | New |
| Meridian Wealth Advisors, LLC | 1,709 | $344.8K | 0.06% | −142−7.7% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,707 | $344.4K | 0.07% | +1,707 | New |
| Zhang Financial LLC | 1,705 | $344.1K | 0.02% | +1,705 | New |
| Severin Investments, LLC | 1,701 | $343.2K | 0.34% | +1,701 | New |
| Biltmore Family Office, LLC | 1,700 | $343.0K | 0.06% | 00.0% | Unchanged |
| Advisory Resource Group | 1,690 | $341.1K | 0.07% | +1+0.1% | Added |
| EntryPoint Capital, LLC | 1,686 | $340.2K | 0.14% | +172+11.4% | Added |
| Camden Capital, LLC | 1,685 | $340.0K | 0.04% | +230+15.8% | Added |
| Prairie Wealth Advisors, Inc. | 1,684 | $339.8K | 0.16% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,681 | $339.2K | 0.03% | +16+1.0% | Added |
| Trustmark National Bank Trust Department | 1,678 | $338.6K | 0.03% | −54−3.1% | Reduced |
| Wealth Architects, LLC | 1,678 | $338.6K | 0.04% | −54−3.1% | Reduced |
| Wimmer Associates 1, LLC | 1,675 | $338.0K | 0.17% | −25−1.5% | Reduced |
| Winthrop Advisory Group LLC | 1,673 | $337.6K | 0.04% | +403+31.7% | Added |
| Wetzel Investment Advisors, Inc. | 1,667 | $336.4K | 0.17% | +59+3.7% | Added |
| Prasad Wealth Partners, LLC | 1,667 | $336.3K | 0.11% | +1,667 | New |
| Modern Wealth Management, LLC | 1,663 | $335.5K | 0.01% | +13+0.8% | Added |
| Rockland Trust Co | 1,661 | $335.2K | 0.02% | −200−10.7% | Reduced |
| First Business Financial Services, Inc. | 1,657 | $334.4K | 0.03% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 1,656 | $334.2K | 0.00% | +170+11.4% | Added |
| Pure Financial Advisors, Inc. | 1,655 | $334.0K | 0.01% | +12+0.7% | Added |
| Relyea Zuckerberg Hanson LLC | 1,655 | $333.9K | 0.04% | −28−1.7% | Reduced |
| Leelyn Smith, LLC | 1,652 | $333.4K | 0.06% | −40−2.4% | Reduced |
| Archford Capital Strategies, LLC | 1,651 | $333.1K | 0.05% | +4+0.2% | Added |
| Capula Management Ltd | 1,650 | $333.0K | 0.00% | +1,650 | New |
| Amplius Wealth Advisors, LLC | 1,649 | $332.8K | 0.03% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 1,646 | $332.1K | 0.01% | −95−5.5% | Reduced |
| San Luis Wealth Advisors LLC | 1,639 | $331.0K | 0.06% | +3+0.2% | Added |
| Polymer Capital Management (US) LLC | 1,638 | $330.5K | 0.11% | +1,638 | New |
| Novem Group | 1,636 | $330.1K | 0.05% | +1,636 | New |
| Beese Fulmer Investment Management, Inc. | 1,635 | $329.9K | 0.03% | 00.0% | Unchanged |
| MBA Advisors LLC | 1,633 | $329.6K | 0.17% | +112+7.4% | Added |
| HC Advisors, LLC | 1,632 | $329.3K | 0.26% | +132+8.8% | Added |
| Allen Wealth Management, LLC | 1,626 | $328.1K | 0.24% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,618 | $326.5K | 0.05% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,611 | $325.2K | 0.09% | −68−4.1% | Reduced |
| J.Safra Asset Management Corp | 1,607 | $325.0K | 0.03% | +715+80.2% | Added |
| First United Bank Trust | 1,609 | $324.7K | 0.12% | −21−1.3% | Reduced |
| Carret Asset Management, LLC | 1,607 | $324.4K | 0.04% | 00.0% | Unchanged |
| Auxier Asset Management | 1,607 | $324.3K | 0.05% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,604 | $323.7K | 0.11% | −31−1.9% | Reduced |
| Cidel Asset Management Inc | 1,597 | $322.3K | 0.02% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,584 | $319.6K | 0.08% | +201+14.5% | Added |
| Obsidian Personal Planning Solutions LLC | 1,450 | $319.4K | 0.15% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,581 | $319.0K | 0.01% | −283−15.2% | Reduced |
| Delta Financial Group, Inc. | 1,579 | $319.0K | 0.07% | +1+0.1% | Added |
| First Financial Corp | 1,580 | $318.8K | 0.15% | +389+32.7% | Added |
| Edgestream Partners, L.P. | 1,579 | $318.6K | 0.01% | +1,579 | New |
| Legacy Financial Advisors, Inc. | 1,577 | $318.2K | 0.05% | −124−7.3% | Reduced |
| PBMares Wealth Management LLC | 1,567 | $316.1K | 0.06% | +1+0.1% | Added |
| Broadway Wealth Solutions, Inc. | 1,563 | $315.4K | 0.24% | +1,563 | New |
| Tilia Fiduciary Partners, Inc. | 1,560 | $314.8K | 0.21% | −34−2.1% | Reduced |
| Dividend Assets Capital, LLC | 1,557 | $314.2K | 0.06% | −56−3.5% | Reduced |
| Nadler Financial Group, Inc. | 1,557 | $314.2K | 0.03% | +1,557 | New |
| L2 Asset Management, LLC | 1,553 | $313.4K | 0.07% | −35−2.2% | Reduced |
| Cape Ann Savings Bank | 1,552 | $313.2K | 0.18% | −50−3.1% | Reduced |
| Heartland Bank & Trust Co | 1,548 | $312.4K | 0.17% | −46−2.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,541 | $310.9K | 0.03% | −25−1.6% | Reduced |