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 |
|---|---|---|---|---|---|
| Quantum Private Wealth, LLC | 1,234 | $285.7K | 0.11% | −55−4.3% | Reduced |
| Hamilton Capital, LLC | 1,235 | $285.9K | 0.02% | +27+2.2% | Added |
| Beacon Investment Advisors LLC | 1,237 | $286.5K | 0.14% | +18+1.5% | Added |
| SNS Financial Group, LLC | 1,240 | $287.0K | 0.03% | +7+0.6% | Added |
| Seeds Investor LLC | 1,240 | $287.1K | 0.08% | −371−23.0% | Reduced |
| Rossby Financial, LCC | 1,259 | $287.4K | 0.12% | +1,259 | New |
| CLG LLC | 1,243 | $287.8K | 0.10% | +1+0.1% | Added |
| Means Investment Co., Inc. | 1,244 | $288.1K | 0.03% | +1+0.1% | Added |
| Financial Insights, Inc. | 1,250 | $289.4K | 0.12% | +1,250 | New |
| Oversea-Chinese Banking CORP Ltd | 1,251 | $289.6K | 0.01% | +1,251 | New |
| Cheviot Value Management, LLC | 1,237 | $290.4K | 0.04% | +1,237 | New |
| Keystone Wealth Services, LLC | 1,257 | $291.0K | 0.08% | +1,257 | New |
| Essex Savings Bank | 1,262 | $292.2K | 0.07% | −34−2.6% | Reduced |
| Fiduciary Financial Group, LLC | 1,291 | $292.3K | 0.06% | +1,291 | New |
| Dividend Assets Capital, LLC | 1,269 | $293.8K | 0.06% | −288−18.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,270 | $294.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 1,272 | $294.5K | 0.06% | +6+0.5% | Added |
| Hurlow Wealth Management Group, Inc. | 1,273 | $294.7K | 0.09% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 1,278 | $295.9K | 0.17% | +1+0.1% | Added |
| R Squared Ltd | 1,280 | $296.3K | 0.32% | −830−39.3% | Reduced |
| Alliance Wealth Advisors, LLC | 1,280 | $296.3K | 0.08% | −13−1.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,285 | $297.4K | 0.01% | +17+1.3% | Added |
| USA Financial Portformulas Corp | 1,294 | $299.6K | 0.05% | +120+10.2% | Added |
| Ironsides Asset Advisors, LLC | 1,294 | $299.6K | 0.09% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,295 | $299.7K | 0.00% | +249+23.8% | Added |
| George Kaiser Family Foundation | 1,298 | $300.5K | 0.04% | +1,298 | New |
| Ipswich Investment Management Co., Inc. | 1,300 | $301.0K | 0.07% | −2,550−66.2% | Reduced |
| IFG Advisory, LLC | 1,302 | $301.4K | 0.02% | +1,302 | New |
| Genesee Capital Advisors, LLC | 1,304 | $301.8K | 0.15% | +5+0.4% | Added |
| MFA Wealth Services | 1,306 | $302.4K | 0.25% | −9−0.7% | Reduced |
| Qsemble Capital Management, LP | 1,312 | $303.7K | 0.03% | −26,978−95.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,318 | $305.0K | 0.14% | −78−5.6% | Reduced |
| Weaver Consulting Group | 1,323 | $306.3K | 0.09% | 00.0% | Unchanged |
| Broyhill Asset Management | 1,323 | $306.3K | 0.25% | +86+7.0% | Added |
| Somerville Kurt F | 1,325 | $306.8K | 0.05% | −150−10.2% | Reduced |
| Woodward Diversified Capital, LLC | 1,325 | $306.8K | 0.22% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 1,327 | $307.2K | 0.24% | 00.0% | Unchanged |
| Sym Financial Corp | 1,327 | $307.2K | 0.04% | +30+2.3% | Added |
| Global Financial Private Client, LLC | 1,329 | $307.7K | 0.12% | −32−2.4% | Reduced |
| Coordinated Financial Services, Inc. | 1,335 | $309.1K | 0.24% | +1,335 | New |
| Chesapeake Wealth Management | 1,336 | $309.3K | 0.11% | −43−3.1% | Reduced |
| Visionary Wealth Advisors | 1,336 | $309.4K | 0.02% | +46+3.6% | Added |
| Maia Wealth LLC | 1,341 | $311.5K | 0.07% | +128+10.6% | Added |
| Lynx Investment Advisory | 1,349 | $312.3K | 0.21% | +5+0.4% | Added |
| Fortune Financial Advisors, LLC | 1,349 | $312.3K | 0.27% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,355 | $313.7K | 0.03% | 00.0% | Unchanged |
| Ade, LLC | 1,358 | $314.4K | 0.18% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 1,360 | $314.9K | 0.01% | −57−4.0% | Reduced |
| Wealth Management Associates, Inc. | 1,363 | $315.5K | 0.14% | +72+5.6% | Added |
| Prestige Wealth Management Group LLC | 1,363 | $315.6K | 0.07% | +43+3.3% | Added |
| CWM Advisors, LLC | 1,365 | $316.0K | 0.04% | +86+6.7% | Added |
| Flossbach Von Storch AG | 1,365 | $316.0K | 0.00% | +1,365 | New |
| Operose Advisors LLC | 1,373 | $317.9K | 0.11% | +150+12.3% | Added |
| Wendell David Associates Inc | 1,378 | $319.0K | 0.03% | −25−1.8% | Reduced |
| Northstar Asset Management LLC | 1,380 | $319.5K | 0.08% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 1,389 | $321.5K | 0.09% | +125+9.9% | Added |
| CRA Financial Services, LLC | 1,401 | $324.3K | 0.06% | +269+23.8% | Added |
| Sprott Inc. | 1,402 | $324.6K | 0.02% | +1,402 | New |
| Charles Schwab Trust Co | 1,402 | $324.7K | 0.03% | +1,402 | New |
| Zhang Financial LLC | 1,402 | $324.7K | 0.02% | −303−17.8% | Reduced |
| Portfolio Design Labs, LLC | 1,403 | $324.8K | 0.07% | −876−38.4% | Reduced |
| Northwest Wealth Management, LLC | 1,405 | $325.3K | 0.06% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,406 | $325.4K | 0.06% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,428 | $326.5K | 0.00% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 1,411 | $326.6K | 0.13% | +175+14.2% | Added |
| Carnegie Lake Advisors LLC | 1,412 | $327.0K | 0.13% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,413 | $327.1K | 0.02% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,424 | $329.7K | 0.09% | +21+1.5% | Added |
| AlphaStar Capital Management, LLC | 1,426 | $330.1K | 0.03% | −11−0.8% | Reduced |
| Powell Investment Advisors, LLC | 1,427 | $330.4K | 0.16% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,430 | $331.1K | 0.25% | +100+7.5% | Added |
| M.E. Allison & Co., Inc. | 1,436 | $332.4K | 0.33% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,440 | $333.4K | 0.04% | +1,440 | New |
| TFC Financial Management | 1,443 | $334.0K | 0.05% | +165+12.9% | Added |
| Obsidian Personal Planning Solutions LLC | 1,441 | $336.3K | 0.15% | −9−0.6% | Reduced |
| River Street Advisors LLC | 1,455 | $336.8K | 0.17% | +1,455 | New |
| Vaughan David Investments LLC | 1,455 | $337.0K | 0.01% | −20−1.4% | Reduced |
| Midland Wealth Advisors LLC | 1,456 | $337.1K | 0.02% | −491−25.2% | Reduced |
| Westmount Partners, LLC | 1,457 | $337.3K | 0.10% | +4+0.3% | Added |
| Silver Coast Investments LLC | 1,459 | $337.8K | 0.13% | +307+26.6% | Added |
| Proficio Capital Partners LLC | 1,461 | $338.1K | 0.03% | −2−0.1% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 1,461 | $338.2K | 0.30% | +43+3.0% | Added |
| Ballast Advisors LLC | 1,462 | $338.4K | 0.11% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 1,467 | $339.5K | 0.07% | −240−14.1% | Reduced |
| Creative Financial Designs Inc | 1,471 | $340.7K | 0.03% | −65−4.2% | Reduced |
| First Hawaiian Bank | 1,472 | $340.8K | 0.05% | −5,735−79.6% | Reduced |
| Grandfield & Dodd, LLC | 1,475 | $341.5K | 0.02% | 00.0% | Unchanged |
| Broadway Wealth Solutions, Inc. | 1,476 | $341.8K | 0.25% | −87−5.6% | Reduced |
| Dunhill Financial, LLC | 1,477 | $341.9K | 0.16% | −6−0.4% | Reduced |
| Cynosure Management, LLC | 1,479 | $342.4K | 0.05% | +86+6.2% | Added |
| McAdam, LLC | 1,482 | $343.0K | 0.02% | +44+3.1% | Added |
| Argyle Capital Partners, LLC | 1,483 | $343.3K | 0.29% | 00.0% | Unchanged |
| Grove Street Fiduciary, LLC | 1,489 | $344.7K | 0.17% | +1,489 | New |
| Bolthouse Investments, LLC | 1,496 | $346.3K | 0.36% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 1,499 | $347.0K | 0.01% | +92+6.5% | Added |
| Spirit of America Management Corp | 1,500 | $347.3K | 0.07% | +200+15.4% | Added |
| Aviso Wealth Management | 1,503 | $348.0K | 0.18% | −22−1.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,503 | $348.0K | 0.02% | +10+0.7% | Added |
| Gibbs Wealth Management | 1,504 | $348.2K | 0.08% | +1,504 | New |
| Claris Financial LLC | 1,728 | $348.7K | 0.23% | 00.0% | Unchanged |