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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2024: 2,134 institutions
Q1 2021: 1,493 institutionsQ2 2021: 1,526 institutionsQ3 2021: 1,551 institutionsQ4 2021: 1,700 institutionsQ1 2022: 1,665 institutionsQ2 2022: 1,678 institutionsQ3 2022: 1,695 institutionsQ4 2022: 1,741 institutionsQ1 2023: 1,737 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,751 institutionsQ4 2023: 1,875 institutionsQ1 2024: 1,976 institutionsQ2 2024: 2,007 institutionsQ3 2024: 1,999 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,206 institutionsQ2 2025: 2,234 institutionsQ3 2025: 2,180 institutionsQ4 2025: 2,324 institutionsQ1 2026: 2,375 institutionsQ2 2026: 2,380 institutions
Value heldQ4 2024: $66.0B
Q1 2021: $41.1BQ2 2021: $44.4BQ3 2021: $47.1BQ4 2021: $52.8BQ1 2022: $49.8BQ2 2022: $47.7BQ3 2022: $52.8BQ4 2022: $51.1BQ1 2023: $53.7BQ2 2023: $56.4BQ3 2023: $49.5BQ4 2023: $58.4BQ1 2024: $69.3BQ2 2024: $69.2BQ3 2024: $66.7BQ4 2024: $66.0BQ1 2025: $75.2BQ2 2025: $74.6BQ3 2025: $70.8BQ4 2025: $72.1BQ1 2026: $75.7BQ2 2026: $74.1B
Institutions holding WM and their total value by quarter
QuarterHoldersValue
Q2 20262,380$74.1B
Q1 20262,375$75.7B
Q4 20252,324$72.1B
Q3 20252,180$70.8B
Q2 20252,234$74.6B
Q1 20252,206$75.2B
Q4 20242,134$66.0B
Q3 20241,999$66.7B
Q2 20242,007$69.2B
Q1 20241,976$69.3B
Q4 20231,875$58.4B
Q3 20231,751$49.5B
Q2 20231,775$56.4B
Q1 20231,737$53.7B
Q4 20221,741$51.1B
Q3 20221,695$52.8B
Q2 20221,678$47.7B
Q1 20221,665$49.8B
Q4 20211,700$52.8B
Q3 20211,551$47.1B
Q2 20211,526$44.4B
Q1 20211,493$41.1B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q3 2024.

Institutions holding WM in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Fairscale Capital, LLC176$35.5K0.03%00.0%Unchanged
Richardson Financial Services Inc.174$35.2K0.02%+69+65.7%Added
Blue Bell Private Wealth Management, LLC174$35.1K0.01%+10+6.1%Added
Pineridge Advisors LLC173$34.9K0.01%+173New
Sugar Maple Asset Management, LLC172$34.7K0.03%+172New
Raffa Wealth Management, LLC169$34.1K0.01%−5−2.9%Reduced
Halbert Hargrove Global Advisors, LLC166$33.5K0.00%+166New
McClarren Financial Advisors, Inc.166$33.0K0.09%−41−19.8%Reduced
True Wealth Design, LLC162$32.7K0.01%+5+3.2%Added
Slocum, Gordon & Co LLP161$32.7K0.03%00.0%Unchanged
CGC Financial Services, LLC160$32.3K0.01%00.0%Unchanged
Caitong International Asset Management Co., Ltd154$31.1K0.03%+154New
Addison Advisors LLC150$30.3K0.01%−29−16.2%Reduced
Hexagon Capital Partners LLC148$29.9K0.01%+11+8.0%Added
General Partner, Inc.145$29.3K0.02%+145New
Thurston, Springer, Miller, Herd & Titak, Inc.145$29.3K0.01%00.0%Unchanged
Financial Management Professionals, Inc.144$29.1K0.00%00.0%Unchanged
Transce3nd, LLC139$28.1K0.01%+139New
Global Wealth Strategies & Associates139$28.0K0.01%+125+892.9%Added
Osterweis Capital Management Inc137$27.6K0.00%00.0%Unchanged
Nemes Rush Group LLC133$26.8K0.00%+31+30.4%Added
Fortitude Family Office, LLC130$26.2K0.01%00.0%Unchanged
Activest Wealth Management125$25.2K0.01%+2+1.6%Added
Roxbury Financial LLC109$25.0K0.02%+109New
Louisbourg Investments Inc.123$24.8K0.01%00.0%Unchanged
Lowe Wealth Advisors, LLC122$24.6K0.01%+20+19.6%Added
YANKCOM Partnership120$24.2K0.01%+120New
Carolina Wealth Advisors, LLC115$23.2K0.01%00.0%Unchanged
SWAN Capital LLC113$22.8K0.01%00.0%Unchanged
Kozak & Associates, Inc.112$22.6K0.01%+60+115.4%Added
Rialto Wealth Management, LLC111$22.4K0.01%+111New
Atticus Wealth Management, LLC108$21.8K0.01%00.0%Unchanged
JDM Financial Group LLC103$20.8K0.01%00.0%Unchanged
Hurley Capital, LLC168$20.5K0.02%+168New
Park Square Financial Group, LLC101$20.4K0.01%+101New
Union Savings Bank100$20.2K0.01%00.0%Unchanged
PFS Partners, LLC100$20.2K0.01%00.0%Unchanged
Aspetuck Financial Management LLC100$20.2K0.02%+100New
Runnymede Capital Advisors, Inc.100$20.2K0.02%+100New
Fourth Dimension Wealth, LLC100$20.2K0.01%+100New
Disciplina Capital Management LLC99$20.0K0.00%00.0%Unchanged
Sachetta, LLC96$19.4K0.01%+2+2.1%Added
Bruce G. Allen Investments, LLC93$18.8K0.02%+15+19.2%Added
Quest 10 Wealth Builders, Inc.91$18.4K0.02%+91New
Rakuten Securities, Inc.88$17.8K0.01%+55+166.7%Added
DT Investment Partners, LLC86$17.4K0.00%00.0%Unchanged
Raleigh Capital Management Inc.85$17.2K0.01%−11−11.5%Reduced
Roble, Belko & Company, Inc84$17.0K0.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.75$17.0K0.01%00.0%Unchanged
Evermay Wealth Management LLC80$16.1K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.80$16.1K0.01%00.0%Unchanged
Kessler Investment Group, LLC74$14.9K0.01%00.0%Unchanged
Bank & Trust Co72$14.5K0.01%00.0%Unchanged
West Branch Capital LLC71$14.3K0.00%00.0%Unchanged
Bell Investment Advisors, Inc70$14.1K0.00%00.0%Unchanged
West Financial Advisors, LLC67$13.5K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.66$13.3K0.00%+66New
Avion Wealth65$13.0K0.00%+4+6.6%Added
American Capital Advisory, LLC62$12.6K0.01%00.0%Unchanged
Main Street Group, LTD62$12.5K0.00%−29−31.9%Reduced
Northwest Capital Management Inc62$12.5K0.01%00.0%Unchanged
Capital A Wealth Management, LLC61$12.3K0.02%+61New
Ritter Daniher Financial Advisory LLC60$12.1K0.00%00.0%Unchanged
Hanson & Doremus Investment Management58$12.0K0.00%−45−43.7%Reduced
Synergy Financial Management, LLC54$11.1K0.00%+54New
Whipplewood Advisors, LLC54$10.9K0.01%+54New
Talon Private Wealth, LLC53$10.7K0.00%00.0%Unchanged
Westend Capital Management, LLC52$10.5K0.00%00.0%Unchanged
Highline Wealth Partners LLC50$10.2K0.00%−2−3.8%Reduced
Pacific Center for Financial Services50$10.1K0.00%00.0%Unchanged
Fortis Group Advisors, LLC50$10.1K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC50$10.1K0.00%00.0%Unchanged
Missouri Trust & Investment Co50$10.1K0.00%00.0%Unchanged
Aspect Partners, LLC50$10.1K0.01%00.0%Unchanged
Minot DeBlois Advisors LLC50$10.1K0.01%+50New
Horizons Wealth Management49$9.89K0.01%00.0%Unchanged
Atala Financial Inc49$9.89K0.01%+49New
Aventura Private Wealth, LLC48$9.76K0.01%+48New
Davis Capital Management46$9.28K0.01%00.0%Unchanged
Albion Financial Group45$9.08K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.44$8.83K0.00%00.0%Unchanged
Birchbrook, Inc.40$8.07K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc40$8.00K0.01%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd42$8.00K0.00%+42New
Indiana Trust & Investment Management CO33$6.66K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.32$6.46K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.30$6.07K0.00%00.0%Unchanged
Eagle Bay Advisors LLC30$6.05K0.00%00.0%Unchanged
BankPlus Trust Department30$6.05K0.00%+30New
Bellevue Asset Management, LLC29$5.85K0.00%+29New
Proffitt & Goodson Inc27$5.45K0.00%00.0%Unchanged
Stephens Consulting, LLC27$5.45K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC27$5.43K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC26$5.25K0.00%−7−21.2%Reduced
Bradley & Co. Private Wealth Management, LLC26$5.25K0.00%+26New
Bernard Wealth Management Corp.26$5.25K0.00%+26New
Hoese & Co LLP26$5.25K0.00%00.0%Unchanged
Gould Capital, LLC25$5.04K0.00%00.0%Unchanged
Curio Wealth, LLC24$4.84K0.00%+24New
Peterson Wealth Services20$4.07K0.00%00.0%Unchanged