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 |
|---|---|---|---|---|---|
| Annis Gardner Whiting Capital Advisors, LLC | 1,509 | $349.2K | 0.15% | +46+3.1% | Added |
| Moss Adams Wealth Advisors LLC | 1,510 | $349.6K | 0.04% | +237+18.6% | Added |
| GM Advisory Group, Inc. | 1,514 | $350.6K | 0.02% | +35+2.4% | Added |
| Pinnacle West Asset Management, Inc. | 1,520 | $352.0K | 0.25% | +25+1.7% | Added |
| Tennessee Valley Asset Management Partners | 1,522 | $352.3K | 0.06% | +5+0.3% | Added |
| LMG Wealth Partners, LLC | 1,523 | $352.6K | 0.08% | +5+0.3% | Added |
| BlackDiamond Wealth Management Inc. | 1,515 | $352.7K | 0.24% | −207−12.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 1,527 | $353.4K | 0.05% | +1+0.1% | Added |
| Berger Financial Group, Inc | 1,532 | $354.6K | 0.02% | +4+0.3% | Added |
| Stonebridge Financial Group, LLC | 1,533 | $354.9K | 0.04% | +45+3.0% | Added |
| Blossom Wealth Management | 1,542 | $357.0K | 0.72% | +48+3.2% | Added |
| Foster Group, Inc. | 1,544 | $357.3K | 0.01% | +277+21.9% | Added |
| Trust Point Inc. | 1,545 | $357.7K | 0.03% | −1,073−41.0% | Reduced |
| Delta Financial Group, Inc. | 1,581 | $358.0K | 0.08% | +2+0.1% | Added |
| KRS Capital Management, LLC | 1,548 | $358.4K | 0.29% | +46+3.1% | Added |
| Manchester Capital Management LLC | 1,550 | $358.8K | 0.04% | +177+12.9% | Added |
| Tilia Fiduciary Partners, Inc. | 1,555 | $360.0K | 0.24% | −5−0.3% | Reduced |
| D.B. Root & Company, LLC | 1,556 | $360.3K | 0.12% | +59+3.9% | Added |
| D'Orazio & Associates, Inc. | 1,562 | $361.6K | 0.06% | +62+4.1% | Added |
| Bannerman Wealth Management Group, LLC | 1,562 | $361.6K | 0.30% | +24+1.6% | Added |
| WESPAC Advisors, LLC | 1,564 | $362.0K | 0.30% | −198−11.2% | Reduced |
| PFG Advisors | 1,564 | $362.2K | 0.02% | −152−8.9% | Reduced |
| PBMares Wealth Management LLC | 1,567 | $362.9K | 0.07% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,568 | $363.0K | 0.10% | +1,568 | New |
| Sunbelt Securities, Inc. | 1,569 | $363.2K | 0.03% | +556+54.9% | Added |
| Perennial Investment Advisors, LLC | 1,571 | $363.7K | 0.04% | +66+4.4% | Added |
| Plancorp, LLC | 1,572 | $363.9K | 0.01% | +455+40.7% | Added |
| LWM Advisory Services, LLC | 1,575 | $364.6K | 0.25% | +75+5.0% | Added |
| First Financial Corp | 1,580 | $365.8K | 0.18% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,586 | $367.2K | 0.03% | +213+15.5% | Added |
| First United Bank Trust | 1,592 | $368.6K | 0.14% | −17−1.1% | Reduced |
| Versant Capital Management, Inc | 1,595 | $369.3K | 0.06% | +906+131.5% | Added |
| Cidel Asset Management Inc | 1,597 | $369.7K | 0.02% | 00.0% | Unchanged |
| Auxier Asset Management | 1,607 | $372.0K | 0.06% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,607 | $372.1K | 0.04% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,675 | $372.5K | 0.20% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 1,614 | $373.0K | 0.05% | −12,056−88.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,612 | $373.2K | 0.22% | +437+37.2% | Added |
| Cape Ann Savings Bank | 1,617 | $374.4K | 0.23% | +65+4.2% | Added |
| Nadler Financial Group, Inc. | 1,618 | $374.6K | 0.04% | +61+3.9% | Added |
| First Affirmative Financial Network | 1,618 | $374.6K | 0.23% | −370−18.6% | Reduced |
| Allen Wealth Management, LLC | 1,626 | $376.4K | 0.26% | 00.0% | Unchanged |
| Novem Group | 1,628 | $376.9K | 0.05% | −8−0.5% | Reduced |
| Stockman Wealth Management, Inc. | 1,631 | $377.6K | 0.06% | +13+0.8% | Added |
| Dover Advisors, LLC | 1,631 | $377.6K | 0.16% | +1,631 | New |
| Beese Fulmer Investment Management, Inc. | 1,635 | $378.5K | 0.03% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,641 | $379.9K | 0.13% | +37+2.3% | Added |
| San Luis Wealth Advisors LLC | 1,642 | $380.0K | 0.09% | +3+0.2% | Added |
| Bragg Financial Advisors, Inc | 1,646 | $381.1K | 0.02% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,647 | $381.3K | 0.01% | +66+4.2% | Added |
| Leelyn Smith, LLC | 1,652 | $382.5K | 0.07% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,657 | $383.6K | 0.04% | +8+0.5% | Added |
| Advisor Resource Council | 1,657 | $383.6K | 0.03% | +1,657 | New |
| Rockland Trust Co | 1,661 | $384.5K | 0.02% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,665 | $385.5K | 0.18% | −215−11.4% | Reduced |
| Hager Investment Management Services, LLC | 1,665 | $385.5K | 0.27% | −45−2.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,667 | $385.9K | 0.19% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 1,674 | $387.5K | 0.06% | +23+1.4% | Added |
| Relyea Zuckerberg Hanson LLC | 1,678 | $388.4K | 0.05% | +23+1.4% | Added |
| Old North State Trust, LLC | 1,927 | $389.0K | 0.25% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,682 | $389.4K | 0.07% | +105+6.7% | Added |
| Severin Investments, LLC | 1,682 | $389.4K | 0.39% | −19−1.1% | Reduced |
| Golden State Equity Partners | 1,683 | $389.7K | 0.08% | −81−4.6% | Reduced |
| Prairie Wealth Advisors, Inc. | 1,684 | $389.9K | 0.19% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,684 | $389.9K | 0.04% | +6+0.4% | Added |
| Personal Cfo Solutions, LLC | 1,691 | $391.4K | 0.08% | −24−1.4% | Reduced |
| Rise Advisors, LLC | 1,691 | $391.6K | 0.17% | −229−11.9% | Reduced |
| Advisory Resource Group | 1,692 | $391.7K | 0.08% | +2+0.1% | Added |
| St Germain D J Co Inc | 1,695 | $392.4K | 0.02% | −522−23.5% | Reduced |
| Camden Capital, LLC | 1,697 | $392.8K | 0.04% | +12+0.7% | Added |
| Biltmore Family Office, LLC | 1,700 | $393.5K | 0.07% | 00.0% | Unchanged |
| Vigilare Wealth Management | 1,701 | $393.8K | 0.16% | +221+14.9% | Added |
| Bank of Stockton | 1,701 | $393.8K | 0.13% | −15−0.9% | Reduced |
| Inspirion Wealth Advisors, LLC | 1,707 | $395.2K | 0.05% | −1,638−49.0% | Reduced |
| L2 Asset Management, LLC | 1,708 | $395.4K | 0.08% | +155+10.0% | Added |
| Meridian Wealth Advisors, LLC | 1,711 | $396.1K | 0.07% | +2+0.1% | Added |
| Pinnacle Bancorp, Inc. | 1,712 | $396.3K | 0.13% | −20−1.2% | Reduced |
| Diametric Capital, LP | 1,716 | $397.3K | 0.47% | −979−36.3% | Reduced |
| Truvestments Capital LLC | 1,717 | $397.6K | 0.09% | −94−5.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,721 | $398.4K | 0.09% | +3+0.2% | Added |
| Trustmark National Bank Trust Department | 1,725 | $399.4K | 0.03% | +47+2.8% | Added |
| Alpha Cubed Investments, LLC | 1,728 | $399.9K | 0.02% | −96−5.3% | Reduced |
| Peachtree Investment Partners, LLC | 1,729 | $400.2K | 0.16% | +1,729 | New |
| Forest Hill Capital, LLC | 1,730 | $400.5K | 0.30% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 1,732 | $400.9K | 0.20% | +3+0.2% | Added |
| Yarbrough Capital, LLC | 1,735 | $401.7K | 0.02% | +1,735 | New |
| Trust Co of the South | 1,740 | $402.8K | 0.08% | +9+0.5% | Added |
| Crews Bank & Trust | 1,753 | $405.8K | 0.07% | +8+0.5% | Added |
| Pacitti Group Inc. | 1,754 | $406.1K | 0.19% | +2+0.1% | Added |
| Brown, Lisle/Cummings, Inc. | 1,756 | $406.5K | 0.12% | +6+0.3% | Added |
| Summit Asset Management, LLC | 1,757 | $406.8K | 0.07% | +414+30.8% | Added |
| First Business Financial Services, Inc. | 1,759 | $407.2K | 0.04% | +102+6.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,759 | $407.2K | 0.04% | +78+4.6% | Added |
| Sterling Investment Advisors, Ltd. | 1,760 | $407.4K | 0.10% | +176+11.1% | Added |
| MBA Advisors LLC | 1,760 | $407.5K | 0.20% | +127+7.8% | Added |
| Southland Equity Partners LLC | 1,763 | $408.2K | 0.10% | −43−2.4% | Reduced |
| David Loasby | 1,809 | $409.6K | 0.04% | −306−14.5% | Reduced |
| Philadelphia Trust Co | 1,775 | $411.0K | 0.04% | −85−4.6% | Reduced |
| Ameriflex Group, Inc. | 1,780 | $412.1K | 0.17% | −224−11.2% | Reduced |
| Rossmore Private Capital | 1,781 | $412.4K | 0.05% | +21+1.2% | Added |