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 |
|---|---|---|---|---|---|
| Bannerman Wealth Management Group, LLC | 1,538 | $310.4K | 0.26% | +1,538 | New |
| Creative Financial Designs Inc | 1,536 | $309.9K | 0.03% | +201+15.1% | Added |
| Sentry Investment Management LLC | 1,529 | $309.0K | 0.15% | −249−14.0% | Reduced |
| Berger Financial Group, Inc | 1,528 | $308.3K | 0.02% | −34−2.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 1,526 | $308.0K | 0.04% | −10−0.7% | Reduced |
| Aviso Wealth Management | 1,525 | $307.8K | 0.16% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 1,518 | $306.4K | 0.07% | +5+0.3% | Added |
| Arrowroot Family Office, LLC | 1,518 | $306.3K | 0.16% | −10−0.7% | Reduced |
| Tennessee Valley Asset Management Partners | 1,517 | $306.0K | 0.05% | −374−19.8% | Reduced |
| Allegheny Financial Group LTD | 1,514 | $305.6K | 0.08% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,428 | $305.1K | 0.00% | +232+19.4% | Added |
| Perennial Investment Advisors, LLC | 1,505 | $303.4K | 0.04% | +52+3.6% | Added |
| KRS Capital Management, LLC | 1,502 | $303.1K | 0.21% | +1+0.1% | Added |
| LWM Advisory Services, LLC | 1,500 | $302.7K | 0.21% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,500 | $302.6K | 0.04% | +14+0.9% | Added |
| D.B. Root & Company, LLC | 1,497 | $302.1K | 0.10% | +25+1.7% | Added |
| Pinnacle West Asset Management, Inc. | 1,495 | $302.0K | 0.22% | +1,495 | New |
| Bolthouse Investments, LLC | 1,496 | $301.9K | 0.28% | +1,496 | New |
| Blossom Wealth Management | 1,494 | $301.5K | 0.58% | +67+4.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,493 | $301.5K | 0.01% | +48+3.3% | Added |
| Stonebridge Financial Group, LLC | 1,488 | $300.3K | 0.03% | +1,488 | New |
| Dunhill Financial, LLC | 1,483 | $299.4K | 0.14% | +18+1.2% | Added |
| Argyle Capital Partners, LLC | 1,483 | $299.3K | 0.26% | +1,483 | New |
| Vigilare Wealth Management | 1,480 | $298.7K | 0.12% | +1+0.1% | Added |
| GM Advisory Group, Inc. | 1,479 | $298.5K | 0.02% | −446−23.2% | Reduced |
| Vaughan David Investments LLC | 1,475 | $298.0K | 0.01% | +5+0.3% | Added |
| Grandfield & Dodd, LLC | 1,475 | $297.6K | 0.02% | 00.0% | Unchanged |
| Somerville Kurt F | 1,475 | $297.6K | 0.05% | +15+1.0% | Added |
| Annex Advisory Services, LLC | 1,471 | $296.8K | 0.01% | +1+0.1% | Added |
| Coordinated Financial Services, Inc. | 1,468 | $296.3K | 0.23% | +1,468 | New |
| Proficio Capital Partners LLC | 1,463 | $295.3K | 0.02% | +1,463 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,463 | $295.3K | 0.08% | −41−2.7% | Reduced |
| Wealthedge Investment Advisors, LLC | 1,462 | $295.1K | 0.13% | +1,462 | New |
| Sigma Investment Counselors Inc | 1,462 | $295.1K | 0.02% | 00.0% | Unchanged |
| Ballast Advisors LLC | 1,462 | $295.0K | 0.09% | −98−6.3% | Reduced |
| Westmount Partners, LLC | 1,453 | $293.1K | 0.09% | +9+0.6% | Added |
| WSFS Capital Management, LLC | 1,441 | $290.8K | 0.02% | −110−7.1% | Reduced |
| ICONIQ Capital, LLC | 1,440 | $290.6K | 0.00% | +1,440 | New |
| McAdam, LLC | 1,438 | $290.2K | 0.02% | +20+1.4% | Added |
| AlphaStar Capital Management, LLC | 1,437 | $289.9K | 0.03% | −12−0.8% | Reduced |
| M.E. Allison & Co., Inc. | 1,436 | $289.7K | 0.32% | +1,436 | New |
| XY Planning Network, Inc. | 1,428 | $288.2K | 0.22% | +1,428 | New |
| Powell Investment Advisors, LLC | 1,427 | $288.0K | 0.13% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 1,418 | $286.1K | 0.29% | +190+15.5% | Added |
| Freestone Capital Holdings, LLC | 1,417 | $285.9K | 0.01% | +74+5.5% | Added |
| Blackston Financial Advisory Group, LLC | 1,415 | $285.4K | 0.14% | −38−2.6% | Reduced |
| Strategic Financial Services, Inc, | 1,413 | $285.1K | 0.02% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 1,412 | $285.0K | 0.12% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 1,407 | $283.9K | 0.01% | +28+2.0% | Added |
| Princeton Global Asset Management LLC | 1,406 | $283.6K | 0.05% | +1+0.1% | Added |
| Northwest Wealth Management, LLC | 1,405 | $283.5K | 0.06% | −175−11.1% | Reduced |
| Berkeley Capital Partners, LLC | 1,403 | $283.2K | 0.08% | +2+0.1% | Added |
| Wendell David Associates Inc | 1,403 | $283.0K | 0.03% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 1,400 | $282.5K | 0.33% | +1,400 | New |
| Cynosure Management, LLC | 1,393 | $281.1K | 0.04% | −457−24.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,396 | $281.0K | 0.12% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,387 | $279.8K | 0.02% | +23+1.7% | Added |
| Total Clarity Wealth Management, Inc. | 1,383 | $279.0K | 0.09% | −110−7.4% | Reduced |
| Northstar Asset Management LLC | 1,380 | $278.5K | 0.06% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 1,379 | $278.3K | 0.10% | −160−10.4% | Reduced |
| Manchester Capital Management LLC | 1,373 | $277.1K | 0.03% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,373 | $277.1K | 0.02% | +74+5.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,370 | $276.0K | 0.21% | −2,679−66.2% | Reduced |
| 1776 Wealth LLC | 1,362 | $274.9K | 0.13% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,361 | $274.6K | 0.10% | +7+0.5% | Added |
| Ade, LLC | 1,358 | $274.0K | 0.17% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,355 | $273.4K | 0.02% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 1,349 | $272.2K | 0.25% | 00.0% | Unchanged |
| Lynx Investment Advisory | 1,344 | $271.2K | 0.18% | +6+0.4% | Added |
| Balboa Wealth Partners | 1,343 | $271.1K | 0.06% | +110+8.9% | Added |
| Summit Asset Management, LLC | 1,343 | $271.1K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 1,335 | $269.4K | 0.05% | +916+218.6% | Added |
| D L Carlson Investment Group Inc | 1,334 | $269.1K | 0.05% | +42+3.3% | Added |
| SignalPoint Asset Management, LLC | 1,333 | $269.0K | 0.07% | +15+1.1% | Added |
| Diamant Asset Management, Inc. | 1,330 | $268.4K | 0.17% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,328 | $268.0K | 0.00% | −29−2.1% | Reduced |
| XTX Topco Ltd | 1,328 | $268.0K | 0.02% | +1,328 | New |
| South Plains Financial, Inc. | 1,327 | $267.8K | 0.20% | +1,327 | New |
| New Covenant Trust Company, N.A. | 1,322 | $267.4K | 0.27% | +3+0.2% | Added |
| Woodward Diversified Capital, LLC | 1,325 | $267.4K | 0.20% | −203−13.3% | Reduced |
| Weaver Consulting Group | 1,323 | $267.0K | 0.08% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,320 | $266.5K | 0.06% | −431−24.6% | Reduced |
| Grove Bank & Trust | 1,319 | $266.2K | 0.04% | +41+3.2% | Added |
| MFA Wealth Services | 1,315 | $265.3K | 0.21% | +1,315 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,303 | $262.9K | 0.10% | −387−22.9% | Reduced |
| Headinvest, LLC | 1,300 | $262.3K | 0.05% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,300 | $262.3K | 0.05% | +350+36.8% | Added |
| Manatuck Hill Partners, LLC | 1,300 | $262.3K | 0.11% | +1,300 | New |
| Genesee Capital Advisors, LLC | 1,299 | $262.2K | 0.12% | +5+0.4% | Added |
| Sym Financial Corp | 1,297 | $261.7K | 0.03% | +1,297 | New |
| Baader Bank INC | 1,296 | $261.5K | 0.02% | +62+5.0% | Added |
| Essex Savings Bank | 1,296 | $261.5K | 0.06% | +1+0.1% | Added |
| Ironsides Asset Advisors, LLC | 1,294 | $261.1K | 0.07% | −15−1.1% | Reduced |
| Alliance Wealth Advisors, LLC | 1,293 | $260.9K | 0.07% | +262+25.4% | Added |
| Wealth Management Associates, Inc. | 1,291 | $260.5K | 0.11% | +54+4.4% | Added |
| Visionary Wealth Advisors | 1,290 | $260.4K | 0.02% | +23+1.8% | Added |
| Quantum Private Wealth, LLC | 1,289 | $260.1K | 0.08% | −35−2.6% | Reduced |
| Phillips Wealth Planners LLC | 1,255 | $260.1K | 0.26% | +38+3.1% | Added |
| Maia Wealth LLC | 1,213 | $259.1K | 0.06% | +48+4.1% | Added |
| CWM Advisors, LLC | 1,279 | $258.1K | 0.03% | −91−6.6% | Reduced |