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 |
|---|---|---|---|---|---|
| Sculati Wealth Management, LLC | 1,791 | $414.6K | 0.17% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 1,792 | $414.8K | 0.04% | −82−4.4% | Reduced |
| Azimuth Capital Investment Management LLC | 1,800 | $416.7K | 0.02% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 1,799 | $416.9K | 0.01% | +143+8.6% | Added |
| Heritage Trust Co | 1,808 | $418.6K | 0.05% | 00.0% | Unchanged |
| Putney Financial Group LLC | 1,817 | $420.7K | 0.44% | −45−2.4% | Reduced |
| Grove Bank & Trust | 1,819 | $421.1K | 0.06% | +500+37.9% | Added |
| First Western Trust Bank | 1,826 | $422.7K | 0.02% | −62−3.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,848 | $427.9K | 0.10% | −8−0.4% | Reduced |
| First National Bank Sioux Falls | 1,850 | $428.3K | 0.17% | −255−12.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,850 | $428.4K | 0.24% | 00.0% | Unchanged |
| Ledyard National Bank | 1,854 | $429.2K | 0.04% | −162−8.0% | Reduced |
| Heritage Wealth Advisors | 1,858 | $430.1K | 0.02% | −948−33.8% | Reduced |
| Cypress Wealth Services, LLC | 1,858 | $430.2K | 0.09% | −92−4.7% | Reduced |
| Resolute Wealth Strategies, LLC | 1,861 | $430.8K | 0.24% | −194−9.4% | Reduced |
| Stokes Family Office, LLC | 1,869 | $432.7K | 0.05% | 00.0% | Unchanged |
| bLong Financial, LLC | 1,871 | $433.2K | 0.38% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,877 | $434.5K | 0.12% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,878 | $434.8K | 0.19% | +700+59.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,882 | $435.7K | 0.07% | +1+0.1% | Added |
| Flagship Wealth Advisors, LLC | 1,883 | $435.9K | 0.18% | +3+0.2% | Added |
| Amica Retiree Medical Trust | 1,883 | $436.0K | 0.67% | −450−19.3% | Reduced |
| City State Bank | 1,888 | $437.1K | 0.14% | +100+5.6% | Added |
| NBT Bank N A | 1,892 | $438.0K | 0.03% | −210−10.0% | Reduced |
| NFP Retirement, Inc. | 1,907 | $441.4K | 0.03% | +6+0.3% | Added |
| Legacy Capital Wealth Partners, LLC | 1,913 | $442.8K | 0.11% | −3−0.2% | Reduced |
| SkyOak Wealth, LLC | 1,918 | $444.0K | 0.10% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,918 | $444.0K | 0.02% | +63+3.4% | Added |
| Petix & Botte Co | 1,922 | $445.0K | 0.12% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,927 | $446.1K | 0.02% | −27−1.4% | Reduced |
| Diligent Investors, LLC | 1,927 | $446.2K | 0.11% | +4+0.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,929 | $446.6K | 0.05% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 1,929 | $446.6K | 0.16% | +1,929 | New |
| Fiduciary Wealth Partners, LLC | 1,935 | $447.9K | 0.39% | +1,935 | New |
| Values First Advisors, Inc. | 1,937 | $448.5K | 0.26% | −43−2.2% | Reduced |
| Sawgrass Asset Management LLC | 1,938 | $448.7K | 0.06% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,941 | $449.4K | 0.03% | +97+5.3% | Added |
| Red Wave Investments LLC | 1,944 | $450.0K | 0.16% | +1+0.1% | Added |
| Miller Financial Services LLC | 1,944 | $450.2K | 0.65% | −47−2.4% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,949 | $451.3K | 0.08% | +4+0.2% | Added |
| New Hampshire Trust | 1,950 | $451.4K | 0.10% | 00.0% | Unchanged |
| Saturna Capital CORP | 1,951 | $451.7K | 0.01% | 00.0% | Unchanged |
| Old West Investment Management, LLC | 1,952 | $451.9K | 0.16% | +1,952 | New |
| Arvest Bank Trust Division | 1,966 | $455.1K | 0.03% | −60−3.0% | Reduced |
| Lakeshore Financial Planning, Inc. | 1,967 | $455.5K | 0.19% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 1,971 | $456.0K | 0.06% | +2+0.1% | Added |
| LRI Investments, LLC | 1,973 | $456.8K | 0.04% | +231+13.3% | Added |
| Synergy Financial Group, LTD | 1,976 | $457.4K | 0.41% | −9−0.5% | Reduced |
| Blueshift Asset Management, LLC | 1,976 | $457.5K | 0.18% | −246−11.1% | Reduced |
| Baker Boyer National Bank | 1,979 | $458.2K | 0.17% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,983 | $459.1K | 0.05% | −100−4.8% | Reduced |
| Notis-McConarty Edward | 1,990 | $460.7K | 0.24% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,990 | $461.0K | 0.16% | −105−5.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 1,995 | $461.9K | 0.13% | −147−6.9% | Reduced |
| Baring Financial LLC | 1,996 | $462.1K | 0.39% | −78−3.8% | Reduced |
| Crawford Investment Counsel Inc | 1,997 | $462.3K | 0.01% | −59−2.9% | Reduced |
| Johnson Bixby & Associates, LLC | 2,000 | $463.0K | 0.07% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 2,002 | $463.5K | 0.47% | +102+5.4% | Added |
| Ifrah Financial Services, Inc. | 2,009 | $465.1K | 0.13% | −196−8.9% | Reduced |
| ICONIQ Capital, LLC | 2,014 | $466.3K | 0.01% | +574+39.9% | Added |
| Allegheny Financial Group LTD | 2,014 | $466.3K | 0.12% | +500+33.0% | Added |
| Duncan Williams Asset Management, LLC | 2,020 | $467.6K | 0.17% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 2,021 | $467.9K | 0.16% | +102+5.3% | Added |
| Courier Capital LLC | 2,033 | $470.7K | 0.03% | +2,033 | New |
| Smithfield Trust Co | 2,040 | $471.0K | 0.02% | +100+5.2% | Added |
| Arlington Trust Co LLC | 2,038 | $471.8K | 0.10% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 2,048 | $474.1K | 0.01% | +23+1.1% | Added |
| Wealth Management Partners, LLC | 2,055 | $475.8K | 0.22% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,062 | $477.6K | 0.03% | +49+2.4% | Added |
| Vista Investment Partners II, LLC | 2,064 | $477.9K | 0.26% | −11,995−85.3% | Reduced |
| Capital Advisors, Ltd. LLC | 2,078 | $481.0K | 0.06% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 2,078 | $481.1K | 0.37% | +34+1.7% | Added |
| Ethos Financial Group, LLC | 2,206 | $482.6K | 0.05% | +1,193+117.8% | Added |
| Syntax Research, Inc. | 2,098 | $485.7K | 0.34% | +31+1.5% | Added |
| Merrion Investment Management Co, LLC | 2,100 | $486.2K | 0.35% | 00.0% | Unchanged |
| Private Capital Management, LLC | 2,111 | $488.6K | 0.05% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 2,116 | $489.9K | 0.14% | +2,116 | New |
| Ocean Capital Management, LLC | 2,122 | $491.3K | 0.12% | +42+2.0% | Added |
| American Institute for Advanced Investment Management, LLP | 2,125 | $492.0K | 0.38% | +165+8.4% | Added |
| Modern Wealth Management, LLC | 2,132 | $493.5K | 0.02% | +469+28.2% | Added |
| Canopy Partners, LLC | 2,133 | $493.8K | 0.19% | +10+0.5% | Added |
| Geneva Partners, LLC | 2,139 | $495.2K | 0.26% | −2−0.1% | Reduced |
| Tyche Wealth Partners LLC | 2,148 | $497.4K | 0.11% | −277−11.4% | Reduced |
| Stevens Capital Management LP | 2,151 | $498.0K | 0.12% | +1,090+102.7% | Added |
| StoneX Group Inc. | 2,154 | $498.6K | 0.03% | +1,023+90.5% | Added |
| CVA Family Office, LLC | 2,155 | $498.9K | 0.08% | +36+1.7% | Added |
| Two Sigma Securities, LLC | 2,157 | $499.4K | 0.08% | +2,157 | New |
| Knuff & Co LLC | 2,163 | $500.8K | 0.17% | +1,163+116.3% | Added |
| Drake & Associates, LLC | 2,163 | $500.9K | 0.14% | +484+28.8% | Added |
| Tradition Wealth Management, LLC | 2,167 | $501.7K | 0.04% | −6−0.3% | Reduced |
| MPS Loria Financial Planners, LLC | 2,167 | $501.7K | 0.15% | +6+0.3% | Added |
| VSM Wealth Advisory, LLC | 2,175 | $503.5K | 0.18% | −40−1.8% | Reduced |
| Cannon Wealth Management Services, LLC | 2,140 | $504.0K | 0.45% | −228−9.6% | Reduced |
| Cardinal Point Capital Management, ULC | 2,177 | $504.0K | 0.05% | −125−5.4% | Reduced |
| Nautilus Advisors LLC | 2,180 | $504.7K | 0.42% | −10−0.5% | Reduced |
| Holderness Investments Co | 2,181 | $504.9K | 0.12% | +65+3.1% | Added |
| Aster Capital Management (DIFC) Ltd | 2,175 | $506.3K | 0.09% | −2,719−55.6% | Reduced |
| Farringdon Capital, Ltd. | 2,198 | $508.9K | 0.26% | −3,426−60.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 2,198 | $508.9K | 0.19% | −380−14.7% | Reduced |
| Group One Trading, L.P. | 2,200 | $509.3K | 0.02% | +371+20.3% | Added |