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; 2,378 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 | 2,378 | $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 |
|---|---|---|---|---|---|
| PFS Partners, LLC | 100 | $23.2K | 0.01% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 100 | $23.2K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $23.2K | 0.01% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 100 | $23.2K | 0.01% | +100 | New |
| JNBA Financial Advisors | 100 | $23.2K | 0.00% | +100 | New |
| JDM Financial Group LLC | 103 | $23.8K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 110 | $25.5K | 0.02% | +17+18.3% | Added |
| Roxbury Financial LLC | 110 | $25.6K | 0.03% | +1+0.9% | Added |
| Kozak & Associates, Inc. | 112 | $26.0K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 113 | $26.2K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 115 | $26.6K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 116 | $26.9K | 0.01% | +5+4.5% | Added |
| Westend Capital Management, LLC | 118 | $27.3K | 0.01% | +66+126.9% | Added |
| YANKCOM Partnership | 120 | $27.8K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 120 | $27.8K | 0.01% | +49+69.0% | Added |
| Ogorek Anthony Joseph | 125 | $28.0K | 0.01% | +125 | New |
| Global Trust Asset Management, LLC | 122 | $28.2K | 0.02% | −198−61.9% | Reduced |
| Lowe Wealth Advisors, LLC | 122 | $28.2K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 123 | $28.5K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 125 | $28.9K | 0.01% | −35−21.9% | Reduced |
| Fortitude Family Office, LLC | 130 | $30.1K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 133 | $30.8K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 134 | $31.0K | 0.02% | +120+857.1% | Added |
| Osterweis Capital Management Inc | 137 | $31.7K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 137 | $31.7K | 0.01% | +75+121.0% | Added |
| Global Wealth Strategies & Associates | 139 | $32.2K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 142 | $32.9K | 0.00% | −21,409−99.3% | Reduced |
| Hexagon Capital Partners LLC | 142 | $32.9K | 0.01% | −6−4.1% | Reduced |
| General Partner, Inc. | 145 | $33.6K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 150 | $34.7K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 155 | $35.9K | 0.00% | +11+7.6% | Added |
| Saudi Central Bank | 158 | $36.6K | 0.19% | +158 | New |
| Slocum, Gordon & Co LLP | 161 | $37.5K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 162 | $37.5K | 0.01% | +162 | New |
| McClarren Financial Advisors, Inc. | 231 | $38.0K | 0.03% | +65+39.2% | Added |
| Dynamic Wealth Strategies, LLC | 166 | $38.4K | 0.03% | +166 | New |
| Raffa Wealth Management, LLC | 169 | $39.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 172 | $39.9K | 0.01% | −74−30.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 174 | $40.3K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 174 | $40.3K | 0.03% | 00.0% | Unchanged |
| Fairway Wealth LLC | 176 | $40.7K | 0.02% | −21−10.7% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 176 | $40.7K | 0.08% | −6−3.3% | Reduced |
| Fairscale Capital, LLC | 176 | $40.7K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 180 | $41.7K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 181 | $41.9K | 0.00% | +15+9.0% | Added |
| Holos Integrated Wealth LLC | 182 | $42.1K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 185 | $42.8K | 0.00% | −40−17.8% | Reduced |
| True Wealth Design, LLC | 186 | $43.1K | 0.02% | +24+14.8% | Added |
| Cape Investment Advisory, Inc. | 187 | $43.2K | 0.02% | +1+0.5% | Added |
| WealthCollab, LLC | 190 | $44.0K | 0.03% | +6+3.3% | Added |
| Longview Financial Advisors LLC | 193 | $44.7K | 0.03% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 194 | $44.9K | 0.00% | +194 | New |
| Cornerstone Planning Group LLC | 200 | $45.8K | 0.01% | +23+13.0% | Added |
| Perkins Coie Trust Co | 200 | $46.3K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 200 | $46.4K | 0.01% | +12+6.4% | Added |
| Clal Insurance Enterprises Holdings Ltd | 202 | $47.0K | 0.00% | +160+381.0% | Added |
| Twin Lakes Capital Management, LLC | 203 | $47.0K | 0.03% | +1+0.5% | Added |
| SOA Wealth Advisors, LLC. | 205 | $47.4K | 0.01% | −25−10.9% | Reduced |
| Kennebec Savings Bank | 211 | $48.8K | 0.05% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 211 | $48.8K | 0.02% | 00.0% | Unchanged |
| Binnacle Investments Inc | 214 | $49.5K | 0.04% | +214 | New |
| Prudent Man Investment Management, Inc. | 248 | $50.0K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 219 | $50.7K | 0.01% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 221 | $51.2K | 0.01% | +122+123.2% | Added |
| Trifecta Capital Advisors, LLC | 223 | $51.6K | 0.01% | +33+17.4% | Added |
| eCIO, Inc. | 228 | $52.7K | 0.02% | +228 | New |
| SJS Investment Consulting Inc. | 229 | $53.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 234 | $54.3K | 0.02% | +126+116.7% | Added |
| GF Fund Management Co. Ltd. | 236 | $54.6K | 0.00% | +236 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 244 | $56.6K | 0.01% | +99+68.3% | Added |
| Hollencrest Capital Management | 249 | $57.7K | 0.00% | −218−46.7% | Reduced |
| Beacon Capital Management, LLC | 250 | $57.8K | 0.01% | −23−8.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 256 | $59.4K | 0.02% | −45−15.0% | Reduced |
| Tortoise Investment Management, LLC | 279 | $64.6K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 280 | $64.8K | 0.06% | −23−7.6% | Reduced |
| TD Capital Management LLC | 280 | $64.8K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 285 | $66.0K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 291 | $67.4K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 294 | $68.0K | 0.00% | +1+0.3% | Added |
| FSA Wealth Management LLC | 296 | $68.5K | 0.03% | −10−3.3% | Reduced |
| Cloud Capital Management, LLC | 309 | $70.0K | 0.05% | +309 | New |
| ESL Trust Services, LLC | 304 | $70.4K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 319 | $73.8K | 0.04% | −24−7.0% | Reduced |
| Sarver Vrooman Wealth Advisors | 326 | $75.5K | 0.05% | +326 | New |
| Opal Wealth Advisors, LLC | 341 | $78.9K | 0.02% | +341 | New |
| Pin Oak Investment Advisors Inc | 40 | $79.0K | 0.06% | 00.0% | Unchanged |
| Financial Freedom, LLC | 341 | $79.0K | 0.05% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 347 | $80.3K | 0.03% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 351 | $81.3K | 0.06% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 348 | $81.5K | 0.02% | +348 | New |
| Valued Wealth Advisors LLC | 354 | $82.0K | 0.05% | −11−3.0% | Reduced |
| Capula Management Ltd | 363 | $84.0K | 0.00% | −1,287−78.0% | Reduced |
| Midwest Capital Advisors, LLC | 363 | $84.0K | 0.05% | 00.0% | Unchanged |
| Activest Wealth Management | 364 | $84.4K | 0.02% | +239+191.2% | Added |
| Centerpoint Advisors, LLC | 370 | $86.0K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 380 | $88.0K | 0.02% | −123−24.5% | Reduced |
| Boyd Watterson Asset Management LLC | 384 | $88.9K | 0.03% | −109−22.1% | Reduced |
| Medallion Wealth Advisors, LLC | 385 | $89.7K | 0.04% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 388 | $89.8K | 0.02% | +118+43.7% | Added |
| Cedar Mountain Advisors, LLC | 392 | $90.7K | 0.02% | +2+0.5% | Added |