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, Q1 2025
Institutional positions in Waste Management Inc as of Mar 31, 2025. 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
- 2,207
- +107 vs. Q4 2024
- Shares held
- 324.8M
- +1.05M (+0.3%) vs. Q4 2024
- Total value
- $75.2B
- +$9.88B (+15.1%) vs. Q4 2024
- New holders
- 209
- 848 more added
- Sold out
- 102
- 809 more reduced
34 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atwood & Palmer Inc | 2,805 | $649.4K | 0.05% | +98+3.6% | Added |
| SBI Securities Co., Ltd. | 2,814 | $651.5K | 0.02% | −54−1.9% | Reduced |
| Appleton Partners Inc | 2,822 | $653.0K | 0.05% | −60−2.1% | Reduced |
| GeoWealth Management, LLC | 2,822 | $653.3K | 0.03% | −1,794−38.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,823 | $653.6K | 0.07% | −30−1.1% | Reduced |
| KLCM Advisors, Inc. | 2,823 | $653.6K | 0.08% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 2,824 | $653.8K | 0.05% | −59−2.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,830 | $655.2K | 0.12% | +180+6.8% | Added |
| Mendel Money Management | 2,833 | $655.9K | 0.31% | +27+1.0% | Added |
| Bradyco, Inc. | 2,849 | $659.6K | 0.50% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 2,909 | $661.7K | 0.43% | −65−2.2% | Reduced |
| Successful Portfolios LLC | 2,867 | $663.7K | 0.45% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 2,877 | $666.1K | 0.24% | 00.0% | Unchanged |
| Falcon Wealth Planning | 2,881 | $666.9K | 0.07% | +118+4.3% | Added |
| Peoples Financial Services Corp. | 2,882 | $667.2K | 0.32% | −200−6.5% | Reduced |
| Douglas Lane & Associates, LLC | 2,886 | $668.2K | 0.01% | −792−21.5% | Reduced |
| Xcel Wealth Management, LLC | 2,900 | $671.4K | 0.21% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 2,902 | $671.8K | 0.30% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 2,906 | $672.8K | 0.16% | +2,906 | New |
| Central Valley Advisors, LLC | 2,912 | $674.1K | 0.26% | −2,800−49.0% | Reduced |
| RW Investment Management LLC | 2,915 | $674.9K | 0.08% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,916 | $675.0K | 0.03% | +20+0.7% | Added |
| Legacy Wealth Asset Management, LLC | 2,932 | $678.8K | 0.19% | −20−0.7% | Reduced |
| Illumine Investment Management, LLC | 2,934 | $679.3K | 0.56% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 2,935 | $679.4K | 0.06% | −49−1.6% | Reduced |
| Fundamentun, LLC | 2,935 | $679.7K | 0.04% | −425−12.6% | Reduced |
| Legacy Capital Group California, Inc. | 2,959 | $685.0K | 0.24% | −31−1.0% | Reduced |
| Joel Isaacson & Co., LLC | 2,970 | $687.6K | 0.03% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2,987 | $691.5K | 0.18% | +15+0.5% | Added |
| Cornerstone Advisory, LLC | 2,956 | $691.9K | 0.08% | −162−5.2% | Reduced |
| Tobam | 2,988 | $692.0K | 0.30% | −8,200−73.3% | Reduced |
| SGL Investment Advisors, Inc. | 2,976 | $693.8K | 0.36% | −43−1.4% | Reduced |
| Breed's Hill Capital LLC | 3,000 | $694.4K | 0.37% | +205+7.3% | Added |
| Core Wealth Partners LLC | 3,010 | $696.8K | 0.41% | −500−14.2% | Reduced |
| Moloney Securities Asset Management, LLC | 3,016 | $698.2K | 0.09% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 3,022 | $699.6K | 0.09% | +302+11.1% | Added |
| Smith Chas P & Associates Pa Cpas | 3,024 | $700.1K | 0.04% | −67−2.2% | Reduced |
| Westpac Banking Corp | 3,028 | $701.0K | 0.05% | −684−18.4% | Reduced |
| Epoch Investment Partners, Inc. | 3,034 | $702.4K | 0.00% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 3,042 | $704.2K | 0.04% | −149−4.7% | Reduced |
| Stony Point Wealth Management Inc. | 3,042 | $704.3K | 0.30% | −122−3.9% | Reduced |
| Meyer Handelman Co | 3,050 | $706.1K | 0.02% | 00.0% | Unchanged |
| Real Talk Capital, LLC | 3,052 | $706.6K | 0.95% | – | – |
| Shoker Investment Counsel, Inc. | 3,063 | $709.2K | 0.24% | −6−0.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,071 | $710.8K | 0.04% | −400−11.5% | Reduced |
| Larson Financial Group LLC | 3,084 | $713.9K | 0.03% | +336+12.2% | Added |
| Boston Research & Management Inc | 3,090 | $715.4K | 0.17% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 3,097 | $717.0K | 0.22% | +3,097 | New |
| Frank, Rimerman Advisors LLC | 3,098 | $717.2K | 0.06% | +83+2.8% | Added |
| TCM Advisors, LLC | – | $717.7K | 0.63% | – | – |
| KWB Wealth | 3,560 | $718.3K | 0.09% | +104+3.0% | Added |
| Orleans Capital Management Corp | 3,117 | $721.6K | 0.42% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 3,122 | $722.8K | 0.38% | +102+3.4% | Added |
| Keel Point, LLC | 3,133 | $725.4K | 0.06% | +239+8.3% | Added |
| Verdence Capital Advisors LLC | 3,134 | $725.6K | 0.06% | −5−0.2% | Reduced |
| Armis Advisers, LLC | 3,121 | $726.4K | 0.07% | +1,952+167.0% | Added |
| Forum Financial Management, LP | 3,139 | $726.7K | 0.01% | −11−0.3% | Reduced |
| Bridgewater Advisors Inc. | 3,177 | $726.9K | 0.06% | +3,177 | New |
| Alpine Woods Capital Investors, LLC | 3,145 | $728.1K | 0.18% | −4,040−56.2% | Reduced |
| Modera Wealth Management, LLC | 3,145 | $728.1K | 0.01% | −54−1.7% | Reduced |
| Americana Partners, LLC | 3,147 | $728.6K | 0.03% | −217−6.5% | Reduced |
| Good Life Advisors, LLC | 3,153 | $730.0K | 0.05% | +16+0.5% | Added |
| Lester Murray Antman dba SimplyRich | 3,178 | $735.0K | 0.21% | +10.0% | Added |
| Glenview Trust Co | 3,176 | $735.3K | 0.01% | +28+0.9% | Added |
| Engineers Gate Manager LP | 3,180 | $736.2K | 0.01% | −138,903−97.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,184 | $737.1K | 0.05% | −2−0.1% | Reduced |
| Fire Capital Management LLC | 3,193 | $739.2K | 0.54% | +334+11.7% | Added |
| Asset Planning,Inc | 3,193 | $739.3K | 0.58% | +10+0.3% | Added |
| Mechanics Financial Corp | 3,205 | $742.0K | 0.34% | +177+5.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,209 | $742.9K | 0.15% | +10.0% | Added |
| Morton Capital Management LLC | 3,233 | $748.5K | 0.14% | +145+4.7% | Added |
| Alamea Verwaltungs GmbH | 3,247 | $751.7K | 0.65% | +3,247 | New |
| Cozad Asset Management Inc | 3,253 | $753.1K | 0.08% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 3,259 | $754.4K | 0.65% | −146−4.3% | Reduced |
| Hohimer Wealth Management, LLC | 3,264 | $755.6K | 0.15% | +55+1.7% | Added |
| Madison Asset Management, LLC | 3,275 | $758.2K | 0.01% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 3,275 | $758.2K | 0.15% | 00.0% | Unchanged |
| Thomasville National Bank | 3,276 | $758.4K | 0.06% | −15−0.5% | Reduced |
| Bill Few Associates, Inc. | 3,276 | $758.4K | 0.27% | 00.0% | Unchanged |
| Davis R M Inc | 3,286 | $760.8K | 0.02% | +1,328+67.8% | Added |
| Howard Capital Management Inc. | 3,294 | $762.6K | 0.02% | −304−8.4% | Reduced |
| Fiduciary Family Office, LLC | 3,306 | $765.4K | 0.25% | +3,306 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,319 | $768.4K | 0.03% | −10.0% | Reduced |
| Cornerstone Wealth Management, LLC | 3,323 | $769.2K | 0.05% | −235−6.6% | Reduced |
| Alliance Wealth Advisors, LLC | 3,325 | $769.8K | 0.45% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 3,331 | $771.2K | 0.06% | −794−19.2% | Reduced |
| Axq Capital, LP | 3,331 | $771.2K | 0.31% | +3,331 | New |
| Quotient Wealth Partners, LLC | 3,331 | $771.3K | 0.02% | −488−12.8% | Reduced |
| Busey Wealth Management | 3,340 | $773.2K | 0.03% | −493−12.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 3,351 | $775.8K | 0.23% | +87+2.7% | Added |
| Everett Harris & Co | 3,353 | $776.3K | 0.01% | +55+1.7% | Added |
| Richwood Investment Advisors, LLC | 3,355 | $776.7K | 0.66% | −103−3.0% | Reduced |
| Howe & Rusling Inc | 3,356 | $777.0K | 0.07% | +506+17.8% | Added |
| Community Bank & Trust, Waco, Texas | 3,359 | $778.0K | 0.18% | +13+0.4% | Added |
| Shepherd Financial Partners LLC | 3,367 | $779.5K | 0.09% | +10.0% | Added |
| Mosaic Family Wealth Partners, LLC | 3,373 | $780.9K | 0.11% | +85+2.6% | Added |
| Clarius Group, LLC | 3,402 | $787.6K | 0.05% | +1,139+50.3% | Added |
| Bravias Capital Group, LLC | 3,408 | $788.9K | 0.64% | −1,006−22.8% | Reduced |
| Chancellor Financial Group WB LP | 3,410 | $789.4K | 0.66% | +325+10.5% | Added |
| Berkshire Bank | 3,421 | $792.0K | 0.19% | −135−3.8% | Reduced |