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 |
|---|---|---|---|---|---|
| Stevens Capital Management LP | 1,061 | $214.0K | 0.09% | +1,061 | New |
| Selective Wealth Management, Inc. | 1,029 | $213.2K | 0.09% | 00.0% | Unchanged |
| Second Line Capital, LLC | 1,055 | $212.9K | 0.06% | +1+0.1% | Added |
| Vertex Planning Partners, LLC | 1,053 | $212.5K | 0.05% | +1,053 | New |
| Breakwater Capital Group | 1,051 | $212.1K | 0.04% | −2−0.2% | Reduced |
| Charter Research & Investment Group, Inc. | 1,050 | $211.9K | 0.16% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,050 | $211.9K | 0.03% | +1,050 | New |
| Whalerock Point Partners, LLC | 1,048 | $211.5K | 0.05% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,047 | $211.3K | 0.02% | 00.0% | Unchanged |
| One Day In July LLC | 1,047 | $211.3K | 0.02% | −36−3.3% | Reduced |
| Mather Group, LLC. | 1,046 | $211.1K | 0.00% | +94+9.9% | Added |
| Laffer Tengler Investments | 1,046 | $211.1K | 0.04% | −4,350−80.6% | Reduced |
| Silvant Capital Management LLC | 1,044 | $210.7K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 1,044 | $210.6K | 0.03% | −1−0.1% | Reduced |
| Watts Gwilliam & Co., LLC | 1,034 | $210.2K | 0.04% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 1,040 | $209.9K | 0.01% | +1,040 | New |
| Empirical Asset Management, LLC | 24,932 | $209.8K | 0.07% | +24,932 | New |
| Mairs & Power Inc | 1,038 | $209.5K | 0.00% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 1,038 | $209.4K | 0.07% | +10+1.0% | Added |
| Waterloo Capital, L.P. | 1,037 | $209.2K | 0.02% | −150−12.6% | Reduced |
| MV Capital Management, Inc. | 1,036 | $209.1K | 0.02% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,026 | $207.1K | 0.06% | +29+2.9% | Added |
| Key Client Fiduciary Advisors, LLC | 1,026 | $207.0K | 0.09% | +13+1.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,025 | $206.9K | 0.10% | +11+1.1% | Added |
| Colonial River Wealth Management, LLC | 1,024 | $206.6K | 0.10% | −12−1.2% | Reduced |
| Ethos Financial Group, LLC | 1,013 | $206.4K | 0.03% | +2+0.2% | Added |
| Navellier & Associates Inc | 1,022 | $206.2K | 0.02% | +2+0.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,021 | $206.0K | 0.08% | +1+0.1% | Added |
| Quent Capital, LLC | 1,021 | $206.0K | 0.02% | +12+1.2% | Added |
| Planning Directions Inc | 1,021 | $206.0K | 0.12% | +4+0.4% | Added |
| Consolidated Portfolio Review Corp | 1,020 | $205.9K | 0.03% | +1,020 | New |
| Aprio Wealth Management, LLC | 1,020 | $205.9K | 0.03% | +13+1.3% | Added |
| Premier Path Wealth Partners, LLC | 1,018 | $205.5K | 0.03% | +5+0.5% | Added |
| D. Scott Neal, Inc. | 1,017 | $205.2K | 0.11% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,013 | $204.8K | 0.02% | +23+2.3% | Added |
| Stableford Capital II LLC | 1,014 | $204.6K | 0.08% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 1,012 | $204.2K | 0.01% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 1,012 | $204.2K | 0.16% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,010 | $203.8K | 0.12% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,009 | $203.6K | 0.09% | +5+0.5% | Added |
| Rodgers Brothers Inc. | 1,008 | $203.3K | 0.03% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1,007 | $203.3K | 0.01% | −23−2.2% | Reduced |
| TRUE Private Wealth Advisors | 1,004 | $202.6K | 0.02% | +19+1.9% | Added |
| Meridian Financial Partners LLC | 1,000 | $202.0K | 0.11% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,000 | $201.8K | 0.20% | −300−23.1% | Reduced |
| Birmingham Capital Management Co Inc | 1,000 | $201.8K | 0.07% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 1,000 | $201.8K | 0.11% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,000 | $201.8K | 0.06% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 1,000 | $201.8K | 0.07% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 1,000 | $201.8K | 0.13% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,000 | $201.8K | 0.03% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,000 | $201.8K | 0.14% | +1,000 | New |
| Enterprise Financial Services Corp | 998 | $201.4K | 0.11% | 00.0% | Unchanged |
| Human Investing LLC | 995 | $200.8K | 0.04% | −3−0.3% | Reduced |
| Tucker Asset Management LLC | 993 | $200.4K | 0.02% | −261−20.8% | Reduced |
| USAdvisors Wealth Management, LLC | 994 | $200.0K | 0.07% | +994 | New |
| Financial Perspectives, Inc | 987 | $199.2K | 0.07% | +300+43.7% | Added |
| Gables Capital Management Inc. | 979 | $197.6K | 0.10% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 963 | $194.3K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 959 | $192.0K | 0.00% | +926+2,806.1% | Added |
| Virtus Investment Advisers, Inc. | 945 | $190.7K | 0.15% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 945 | $190.7K | 0.11% | 00.0% | Unchanged |
| Estabrook Capital Management | 937 | $189.1K | 0.03% | −713−43.2% | Reduced |
| Deseret Mutual Benefit Administrators | 907 | $183.0K | 0.09% | −41−4.3% | Reduced |
| State of Wyoming | 892 | $180.0K | 0.02% | +443+98.7% | Added |
| Evelyn Partners Investment Management LLP | 890 | $179.6K | 0.01% | +890 | New |
| Gleason Group, Inc. | 889 | $179.3K | 0.03% | −777−46.6% | Reduced |
| TSFG, LLC | 886 | $179.0K | 0.04% | −115−11.5% | Reduced |
| Sherman Asset Management, Inc. | 883 | $178.3K | 0.16% | +883 | New |
| GHP Investment Advisors, Inc. | 874 | $176.4K | 0.01% | +60+7.4% | Added |
| West Paces Advisors Inc. | 844 | $170.2K | 0.04% | 00.0% | Unchanged |
| Avalon Trust Co | 835 | $168.5K | 0.01% | −65−7.2% | Reduced |
| Bullock Wealth Management Group | 827 | $167.0K | 0.10% | −75−8.3% | Reduced |
| Acropolis Investment Management, LLC | 816 | $164.7K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 816 | $164.5K | 0.05% | +1+0.1% | Added |
| Painted Porch Advisors LLC | 813 | $164.1K | 0.08% | +223+37.8% | Added |
| Hills Bank & Trust Co | 800 | $161.4K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 800 | $161.4K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 793 | $160.1K | 0.01% | −192−19.5% | Reduced |
| Barrett & Company, Inc. | 791 | $159.6K | 0.07% | +1+0.1% | Added |
| Providence First Trust Co | 790 | $159.4K | 0.06% | −495−38.5% | Reduced |
| Centaurus Financial, Inc. | 787 | $159.0K | 0.01% | +149+23.4% | Added |
| Valley National Advisers Inc | 779 | $157.0K | 0.03% | +13+1.7% | Added |
| Granite FO LLC | 770 | $155.4K | 0.09% | 00.0% | Unchanged |
| Clean Yield Group | 751 | $151.5K | 0.05% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 750 | $151.3K | 0.13% | +750 | New |
| Plato Investment Management Ltd | 737 | $149.3K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 740 | $148.8K | 0.00% | +740 | New |
| Castleview Partners, LLC | 734 | $147.2K | 0.08% | −10−1.3% | Reduced |
| Centricity Wealth Management, LLC | 708 | $142.9K | 0.13% | +708 | New |
| GW&K Investment Management, LLC | 705 | $142.0K | 0.00% | −1−0.1% | Reduced |
| First Community Trust NA | 700 | $141.3K | 0.10% | 00.0% | Unchanged |
| Menard Financial Group LLC | 698 | $140.8K | 0.08% | +698 | New |
| Versant Capital Management, Inc | 689 | $139.0K | 0.03% | +254+58.4% | Added |
| Riverview Trust Co | 680 | $137.2K | 0.12% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 660 | $133.2K | 0.03% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 648 | $131.1K | 0.02% | +48+8.0% | Added |
| Lee Danner & Bass Inc | 638 | $128.7K | 0.01% | +638 | New |
| Laurel Wealth Advisors LLC | 636 | $128.3K | 0.02% | +200+45.9% | Added |
| Montag A & Associates Inc | 634 | $127.9K | 0.01% | 00.0% | Unchanged |