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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 2,201 | $509.5K | 0.04% | +225+11.4% | Added |
| Etesian Wealth Advisors, Inc. | 2,212 | $512.1K | 0.22% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 2,214 | $512.5K | 0.28% | −41−1.8% | Reduced |
| Brighton Securities Corp. | 2,222 | $514.4K | 0.25% | +112+5.3% | Added |
| Assetmark, Inc | 2,233 | $516.9K | 0.00% | +98+4.6% | Added |
| Southeast Asset Advisors Inc. | 2,235 | $517.4K | 0.06% | +2,235 | New |
| Optas, LLC | 2,239 | $518.3K | 0.09% | +1,017+83.2% | Added |
| Syntegra Private Wealth Group, LLC | 2,247 | $520.2K | 0.06% | +30+1.4% | Added |
| Sone Capital Management, LLC | 2,255 | $522.1K | 0.05% | −121,237−98.2% | Reduced |
| Prasad Wealth Partners, LLC | 2,264 | $524.0K | 0.17% | +597+35.8% | Added |
| Viawealth, LLC | 2,265 | $524.4K | 0.32% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 2,275 | $526.7K | 0.08% | +2,275 | New |
| KMG Fiduciary Partners, LLC | 2,276 | $526.9K | 0.04% | −6−0.3% | Reduced |
| SlateStone Wealth, LLC | 2,280 | $528.0K | 0.05% | −119−5.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,286 | $529.2K | 0.13% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,294 | $531.1K | 0.01% | +12+0.5% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,299 | $532.2K | 0.20% | −225−8.9% | Reduced |
| Adell Harriman & Carpenter Inc | 2,300 | $532.5K | 0.04% | −50−2.1% | Reduced |
| Clearview Wealth Advisors LLC | 2,304 | $533.4K | 0.40% | −93−3.9% | Reduced |
| Parkside Financial Bank & Trust | 2,308 | $534.3K | 0.07% | −28−1.2% | Reduced |
| Csenge Advisory Group | 2,320 | $535.6K | 0.03% | +113+5.1% | Added |
| Formidable Asset Management, LLC | 2,317 | $536.4K | 0.09% | +45+2.0% | Added |
| Maple Capital Management, Inc. | 2,318 | $536.6K | 0.04% | +405+21.2% | Added |
| Capital Investment Advisory Services, LLC | 2,318 | $536.7K | 0.05% | +222+10.6% | Added |
| Mount Yale Investment Advisors, LLC | 2,322 | $537.6K | 0.05% | +781+50.7% | Added |
| Hudock, Inc. | 2,348 | $543.6K | 0.10% | +20+0.9% | Added |
| Am Investment Strategies LLC | 2,369 | $548.0K | 0.13% | 00.0% | Unchanged |
| Zacks Investment Management | 2,369 | $548.6K | 0.01% | −368−13.4% | Reduced |
| Wellington Shields Capital Management, LLC | 2,371 | $549.0K | 0.10% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 2,378 | $550.5K | 0.02% | +907+61.7% | Added |
| KPP Advisory Services LLC | 2,386 | $552.4K | 0.10% | −11−0.5% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,400 | $555.6K | 0.20% | 00.0% | Unchanged |
| Trust Co | 2,401 | $555.9K | 0.07% | 00.0% | Unchanged |
| Fosun International Ltd | 2,401 | $555.9K | 0.16% | +572+31.3% | Added |
| STAR Financial Bank | 2,402 | $556.1K | 0.41% | −124−4.9% | Reduced |
| AdvisorNet Financial, Inc | 2,412 | $558.5K | 0.04% | −39−1.6% | Reduced |
| Buska Wealth Management, LLC | 2,425 | $561.4K | 0.18% | −179−6.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,440 | $565.0K | 0.09% | −56−2.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,447 | $566.5K | 0.14% | +108+4.6% | Added |
| Stablepoint Partners, LLC | 2,449 | $567.0K | 0.10% | −40−1.6% | Reduced |
| Compass Capital Corp | 2,454 | $568.2K | 0.30% | −187−7.1% | Reduced |
| Clune & Associates, Ltd. | 2,460 | $569.5K | 0.17% | −21−0.8% | Reduced |
| Old Second National Bank of Aurora | 2,463 | $570.2K | 0.13% | −77−3.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,469 | $571.6K | 0.11% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 2,476 | $573.2K | 0.11% | +171+7.4% | Added |
| Fukoku Mutual Life Insurance Co | 2,478 | $573.7K | 0.04% | −40−1.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 2,487 | $575.4K | 0.39% | +34+1.4% | Added |
| Zullo Investment Group, Inc. | 2,490 | $576.4K | 0.25% | +4+0.2% | Added |
| Geneos Wealth Management Inc. | 2,492 | $576.9K | 0.02% | +181+7.8% | Added |
| Keystone Financial Group | 2,492 | $577.0K | 0.06% | −114−4.4% | Reduced |
| Lindbrook Capital, LLC | 2,495 | $577.6K | 0.05% | +50+2.0% | Added |
| Parthenon LLC | 2,500 | $578.8K | 0.07% | 00.0% | Unchanged |
| ERn Financial, LLC | 2,503 | $579.5K | 0.09% | +2,503 | New |
| Latitude Advisors, LLC | 2,505 | $579.9K | 0.34% | +3+0.1% | Added |
| Sage Mountain Advisors LLC | 2,507 | $580.3K | 0.04% | +1,120+80.7% | Added |
| Moody National Bank Trust Division | 2,508 | $580.6K | 0.06% | −6−0.2% | Reduced |
| Catalyst Financial Partners LLC | 2,530 | $585.7K | 0.11% | +491+24.1% | Added |
| Weinberger Asset Management, Inc | 2,533 | $586.4K | 0.25% | +2+0.1% | Added |
| Sawyer & Company, Inc | 2,535 | $587.0K | 0.24% | −233−8.4% | Reduced |
| Per Stirling Capital Management, LLC. | 2,536 | $587.1K | 0.08% | −99−3.8% | Reduced |
| Intrua Financial, LLC | 2,539 | $587.8K | 0.09% | −83−3.2% | Reduced |
| Sanders Morris Harris LLC | 2,542 | $588.5K | 0.09% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 2,546 | $589.4K | 0.03% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 2,550 | $590.4K | 0.06% | −36−1.4% | Reduced |
| JT Stratford LLC | 2,567 | $594.3K | 0.11% | +471+22.5% | Added |
| Cinctive Capital Management LP | 2,570 | $595.0K | 0.05% | +2,570 | New |
| Alaethes Wealth LLC | 2,574 | $595.8K | 0.22% | +462+21.9% | Added |
| Simmons Bank | 2,575 | $596.1K | 0.04% | −57−2.2% | Reduced |
| Naviter Wealth, LLC | 2,620 | $597.1K | 0.07% | +5+0.2% | Added |
| Waterloo Capital, L.P. | 2,582 | $597.8K | 0.06% | +1,545+149.0% | Added |
| Crowley Wealth Management, Inc. | 2,590 | $599.6K | 0.57% | −400−13.4% | Reduced |
| Ti-Trust, Inc | 2,603 | $602.6K | 0.40% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 2,604 | $602.9K | 0.45% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 2,613 | $604.8K | 0.07% | +2+0.1% | Added |
| Tributary Capital Management, LLC | 2,615 | $605.4K | 0.05% | −100−3.7% | Reduced |
| Fort Point Capital Partners LLC | 2,639 | $611.0K | 0.07% | −7−0.3% | Reduced |
| Primoris Wealth Advisors, LLC | 2,639 | $611.0K | 0.47% | −34−1.3% | Reduced |
| Herold Advisors, Inc. | 2,639 | $611.1K | 0.13% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 2,646 | $612.6K | 0.52% | 00.0% | Unchanged |
| Gs Investments, Inc. | 2,650 | $613.5K | 0.29% | 00.0% | Unchanged |
| Jennison Associates LLC | 2,657 | $615.1K | 0.00% | +114+4.5% | Added |
| Cascades Capital Asset Management, LLC | 2,660 | $615.8K | 0.33% | +3+0.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,666 | $617.2K | 0.01% | −9−0.3% | Reduced |
| Private Wealth Asset Management, LLC | 2,673 | $618.9K | 0.09% | +2,673 | New |
| Newbridge Financial Services Group, Inc. | 2,673 | $618.9K | 0.15% | −99−3.6% | Reduced |
| Eldridge Investment Advisors, Inc. | 2,687 | $622.1K | 0.14% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,691 | $623.0K | 0.24% | +30+1.1% | Added |
| Pitcairn Co | 2,708 | $626.9K | 0.04% | +80+3.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,726 | $631.1K | 0.07% | +10.0% | Added |
| Court Place Advisors, LLC | 2,731 | $632.3K | 0.21% | +28+1.0% | Added |
| First Foundation Advisors | 2,741 | $634.7K | 0.03% | −700−20.3% | Reduced |
| Greatmark Investment Partners, Inc. | 2,750 | $636.7K | 0.09% | 00.0% | Unchanged |
| Corient IA LLC | 2,750 | $636.7K | 0.45% | +2,750 | New |
| Meridian Financial, LLC | 2,771 | $641.5K | 0.45% | 00.0% | Unchanged |
| Twinbeech Capital LP | 2,777 | $642.9K | 0.01% | −343,742−99.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 2,777 | $642.9K | 0.62% | +9+0.3% | Added |
| RD Lewis Holdings, Inc. | 2,760 | $645.7K | 0.73% | −47−1.7% | Reduced |
| J.Safra Asset Management Corp | 2,790 | $646.0K | 0.05% | +1,183+73.6% | Added |
| Apella Capital, LLC | 2,881 | $646.6K | 0.02% | +55+1.9% | Added |
| Vision Capital Management, Inc. | 2,802 | $648.7K | 0.09% | +2,802 | New |