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 |
|---|---|---|---|---|---|
| Teza Capital Management LLC | 4,411 | $1.02M | 0.47% | −3,416−43.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,512 | $1.04M | 0.08% | −1,266−21.9% | Reduced |
| Occudo Quantitative Strategies LP | 4,598 | $1.05M | 0.14% | +4,598 | New |
| Community Bank, N.A. | 4,527 | $1.05M | 0.14% | +620+15.9% | Added |
| Transcend Wealth Collective, LLC | 4,531 | $1.05M | 0.08% | −95−2.1% | Reduced |
| Fidelis Capital Partners, LLC | 4,595 | $1.05M | 0.11% | −38−0.8% | Reduced |
| J. W. Coons Advisors, LLC | 4,550 | $1.05M | 0.28% | 00.0% | Unchanged |
| Country Club Bank | 4,626 | $1.05M | 0.07% | −100−2.1% | Reduced |
| Silvercrest Asset Management Group LLC | 4,559 | $1.06M | 0.01% | +351+8.3% | Added |
| Secure Asset Management, LLC | 4,560 | $1.06M | 0.21% | +733+19.2% | Added |
| Adviser Investments LLC | 4,560 | $1.06M | 0.01% | −491−9.7% | Reduced |
| NCP Inc. | 4,561 | $1.06M | 1.42% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,562 | $1.06M | 0.09% | +4,558+113,950.0% | Added |
| Foguth Wealth Management, LLC. | 4,572 | $1.06M | 0.26% | +1,989+77.0% | Added |
| Integrated Advisors Network LLC | 4,590 | $1.06M | 0.05% | −840−15.5% | Reduced |
| Retirement Guys Formula LLC | 4,607 | $1.07M | 0.53% | +803+21.1% | Added |
| IVC Wealth Advisors LLC | 4,614 | $1.07M | 0.57% | −50−1.1% | Reduced |
| MONECO Advisors, LLC | 4,624 | $1.07M | 0.11% | −188−3.9% | Reduced |
| Comprehensive Financial Planning, Inc. | 4,626 | $1.07M | 1.04% | +1,522+49.0% | Added |
| L.M. Kohn & Company | 4,642 | $1.07M | 0.28% | −45−1.0% | Reduced |
| Principal Securities, Inc. | 5,326 | $1.07M | 0.02% | +20+0.4% | Added |
| Magnus Financial Group LLC | 4,670 | $1.08M | 0.10% | +118+2.6% | Added |
| Guerra Advisors Inc | 4,675 | $1.08M | 0.61% | +2,185+87.8% | Added |
| Mainsail Financial Group, LLC | 4,704 | $1.09M | 0.62% | +285+6.4% | Added |
| JSF Financial, LLC | 4,720 | $1.09M | 0.29% | +4,720 | New |
| Wesbanco Bank Inc | 4,746 | $1.10M | 0.04% | −71−1.5% | Reduced |
| MWA Asset Management | 4,750 | $1.10M | 0.76% | +345+7.8% | Added |
| Change Path, LLC | 4,755 | $1.10M | 0.03% | +1,529+47.4% | Added |
| FourThought Financial Partners, LLC | 4,770 | $1.10M | 0.12% | −655−12.1% | Reduced |
| Solidarilty Wealth, LLC | 4,839 | $1.12M | 0.28% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,847 | $1.12M | 0.32% | −265−5.2% | Reduced |
| Milestone Asset Management, LLC | 4,852 | $1.12M | 0.24% | +293+6.4% | Added |
| Insigneo Advisory Services, LLC | 4,868 | $1.13M | 0.12% | +1,364+38.9% | Added |
| Bank of Nova Scotia Trust Co | 4,915 | $1.14M | 0.12% | +204+4.3% | Added |
| Fulton Bank, N.A. | 4,933 | $1.14M | 0.05% | −10.0% | Reduced |
| Cassia Capital Partners, LLC | 4,943 | $1.14M | 0.71% | +304+6.6% | Added |
| Catalyst Capital Advisors LLC | 4,952 | $1.15M | 0.02% | −634−11.3% | Reduced |
| Lebenthal Global Advisors, LLC | 4,983 | $1.15M | 0.22% | −295−5.6% | Reduced |
| Founders Financial Alliance, LLC | 4,985 | $1.15M | 0.28% | +175+3.6% | Added |
| Barbara Oil Co. | 5,000 | $1.16M | 0.47% | 00.0% | Unchanged |
| Rithm Capital Corp. | 5,000 | $1.16M | 2.58% | +500+11.1% | Added |
| Advisors Capital Management, LLC | 5,000 | $1.16M | 0.02% | −224−4.3% | Reduced |
| Quadrature Capital Ltd | 5,018 | $1.16M | 0.03% | −5,808−53.6% | Reduced |
| XML Financial, LLC | 5,028 | $1.16M | 0.11% | −48−0.9% | Reduced |
| GW Henssler & Associates Ltd | 5,040 | $1.17M | 0.07% | −101−2.0% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,047 | $1.17M | 0.39% | +1,158+29.8% | Added |
| Leigh Baldwin & Co., LLC | 5,065 | $1.17M | 0.94% | +18+0.4% | Added |
| Advisor OS, LLC | 5,079 | $1.18M | 0.13% | −126−2.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,099 | $1.18M | 0.56% | −500−8.9% | Reduced |
| Mayflower Financial Advisors, LLC | 5,106 | $1.18M | 0.18% | −9−0.2% | Reduced |
| Motiv8 Investments LLC | 5,121 | $1.19M | 0.79% | −6−0.1% | Reduced |
| WealthTrust Axiom LLC | 5,158 | $1.19M | 0.36% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 5,162 | $1.20M | 0.41% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,281 | $1.22M | 0.01% | +800+17.9% | Added |
| Valmark Advisers, Inc. | 5,285 | $1.22M | 0.02% | +3+0.1% | Added |
| Callan Family Office, LLC | 5,310 | $1.23M | 0.09% | −6,245−54.0% | Reduced |
| Congress Wealth Management LLC | 5,367 | $1.23M | 0.01% | +3,289+158.3% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 5,361 | $1.24M | 0.85% | −17−0.3% | Reduced |
| OneAscent Financial Services LLC | 5,392 | $1.26M | 0.08% | −895−14.2% | Reduced |
| Callahan Advisors, LLC | 5,440 | $1.26M | 0.12% | +503+10.2% | Added |
| Monument Capital Management | 5,448 | $1.26M | 0.39% | −126−2.3% | Reduced |
| Ontario Teachers Pension Plan Board | 5,451 | $1.26M | 0.02% | −3,917−41.8% | Reduced |
| Wolf Group Capital Advisors | 5,461 | $1.26M | 0.42% | +5,461 | New |
| Addison Capital Co | 5,467 | $1.27M | 0.50% | −443−7.5% | Reduced |
| Piscataqua Savings Bank | 5,508 | $1.28M | 1.13% | +35+0.6% | Added |
| Harvest Fund Management Co., Ltd | 5,805 | $1.29M | 0.06% | +3,887+202.7% | Added |
| South State Corp. | 5,564 | $1.29M | 0.06% | +391+7.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,582 | $1.29M | 0.72% | −399−6.7% | Reduced |
| Diversified Trust Co | 5,585 | $1.29M | 0.03% | −903−13.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 5,605 | $1.30M | 0.04% | +264+4.9% | Added |
| Financial Advisory Service, Inc. | 5,616 | $1.30M | 0.11% | +8+0.1% | Added |
| Moneta Group Investment Advisors LLC | 5,622 | $1.30M | 0.02% | −270−4.6% | Reduced |
| VeraBank, N.A. | 5,632 | $1.30M | 0.36% | −753−11.8% | Reduced |
| Detalus Advisors, LLC | 5,652 | $1.31M | 0.41% | +3+0.1% | Added |
| MTM Investment Management, LLC | 5,617 | $1.31M | 0.51% | −106−1.9% | Reduced |
| Okabena Investment Services Inc | 5,677 | $1.31M | 0.33% | +319+6.0% | Added |
| CWA Asset Management Group, LLC | 5,691 | $1.32M | 0.06% | +1,028+22.0% | Added |
| Veracity Capital LLC | 5,694 | $1.32M | 0.52% | −569−9.1% | Reduced |
| Daymark Wealth Partners, LLC | 5,702 | $1.32M | 0.06% | +114+2.0% | Added |
| SL Advisors, LLC | 7,718 | $1.32M | 2.31% | +4,593+147.0% | Added |
| Advisory Alpha, LLC | 5,714 | $1.32M | 0.04% | +134+2.4% | Added |
| Corundum Group, Inc. | 5,717 | $1.32M | 0.63% | −3,231−36.1% | Reduced |
| Rehmann Capital Advisory Group | 5,724 | $1.33M | 0.08% | +110+2.0% | Added |
| Ronald Blue Trust, Inc. | 5,730 | $1.33M | 0.02% | +55+1.0% | Added |
| Rogco, LP | 5,744 | $1.33M | 0.53% | −209−3.5% | Reduced |
| Quadcap Wealth Management, LLC | 5,751 | $1.33M | 0.19% | −97−1.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,762 | $1.33M | 0.16% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 5,771 | $1.34M | 0.07% | −75−1.3% | Reduced |
| V-Square Quantitative Management LLC | 5,780 | $1.34M | 0.20% | −221−3.7% | Reduced |
| Capital Planning LLC | 5,800 | $1.34M | 0.38% | −44−0.8% | Reduced |
| Simplicity Wealth,LLC | 5,804 | $1.34M | 0.10% | +5,804 | New |
| InTrack Investment Management Inc | 5,807 | $1.34M | 1.22% | +1,961+51.0% | Added |
| PFG Investments, LLC | 5,828 | $1.35M | 0.09% | −694−10.6% | Reduced |
| Fox Run Management, L.L.C. | 5,829 | $1.35M | 0.21% | +1,953+50.4% | Added |
| Kavar Capital Partners Group, LLC | 5,839 | $1.35M | 0.23% | +478+8.9% | Added |
| Segment Wealth Management, LLC | 5,900 | $1.37M | 0.09% | +313+5.6% | Added |
| Savvy Advisors, Inc. | 5,901 | $1.37M | 0.14% | +522+9.7% | Added |
| Westover Capital Advisors, LLC | 5,909 | $1.37M | 0.30% | −34−0.6% | Reduced |
| NorthRock Partners, LLC | 5,919 | $1.37M | 0.05% | −129−2.1% | Reduced |
| BayBridge Capital Group, LLC | 5,966 | $1.38M | 0.99% | −40−0.7% | Reduced |