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; 2,380 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
- 2,206
- +106 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
- 208
- 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 | 2,380 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,324 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,206 | $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 |
|---|---|---|---|---|---|
| WD Rutherford LLC | 6,101 | $1.41M | 0.75% | +6,101 | New |
| Whittier Trust Co of Nevada Inc | 6,077 | $1.41M | 0.04% | −40−0.7% | Reduced |
| Venture Visionary Partners LLC | 6,074 | $1.41M | 0.06% | +97+1.6% | Added |
| Boyar Asset Management Inc. | 6,061 | $1.40M | 1.02% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 6,050 | $1.40M | 1.66% | −100−1.6% | Reduced |
| Fca Corp | 6,034 | $1.40M | 0.45% | −197−3.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,025 | $1.39M | 0.07% | +488+8.8% | Added |
| BayBridge Capital Group, LLC | 5,966 | $1.38M | 0.99% | −40−0.7% | Reduced |
| NorthRock Partners, LLC | 5,919 | $1.37M | 0.05% | −129−2.1% | Reduced |
| Westover Capital Advisors, LLC | 5,909 | $1.37M | 0.30% | −34−0.6% | Reduced |
| Savvy Advisors, Inc. | 5,901 | $1.37M | 0.14% | +522+9.7% | Added |
| Segment Wealth Management, LLC | 5,900 | $1.37M | 0.09% | +313+5.6% | Added |
| Kavar Capital Partners Group, LLC | 5,839 | $1.35M | 0.23% | +478+8.9% | Added |
| Fox Run Management, L.L.C. | 5,829 | $1.35M | 0.21% | +1,953+50.4% | Added |
| PFG Investments, LLC | 5,828 | $1.35M | 0.09% | −694−10.6% | Reduced |
| InTrack Investment Management Inc | 5,807 | $1.34M | 1.22% | +1,961+51.0% | Added |
| Simplicity Wealth,LLC | 5,804 | $1.34M | 0.10% | +5,804 | New |
| Capital Planning LLC | 5,800 | $1.34M | 0.38% | −44−0.8% | Reduced |
| V-Square Quantitative Management LLC | 5,780 | $1.34M | 0.20% | −221−3.7% | Reduced |
| Cobblestone Capital Advisors LLC | 5,771 | $1.34M | 0.07% | −75−1.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,762 | $1.33M | 0.16% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 5,751 | $1.33M | 0.19% | −97−1.7% | Reduced |
| Rogco, LP | 5,744 | $1.33M | 0.53% | −209−3.5% | Reduced |
| Ronald Blue Trust, Inc. | 5,730 | $1.33M | 0.02% | +55+1.0% | Added |
| Rehmann Capital Advisory Group | 5,724 | $1.33M | 0.08% | +110+2.0% | Added |
| Corundum Group, Inc. | 5,717 | $1.32M | 0.63% | −3,231−36.1% | Reduced |
| Advisory Alpha, LLC | 5,714 | $1.32M | 0.04% | +134+2.4% | Added |
| SL Advisors, LLC | 7,718 | $1.32M | 2.31% | +4,593+147.0% | Added |
| Daymark Wealth Partners, LLC | 5,702 | $1.32M | 0.06% | +114+2.0% | Added |
| Veracity Capital LLC | 5,694 | $1.32M | 0.52% | −569−9.1% | Reduced |
| CWA Asset Management Group, LLC | 5,691 | $1.32M | 0.06% | +1,028+22.0% | Added |
| Okabena Investment Services Inc | 5,677 | $1.31M | 0.33% | +319+6.0% | Added |
| MTM Investment Management, LLC | 5,617 | $1.31M | 0.51% | −106−1.9% | Reduced |
| Detalus Advisors, LLC | 5,652 | $1.31M | 0.41% | +3+0.1% | Added |
| VeraBank, N.A. | 5,632 | $1.30M | 0.36% | −753−11.8% | Reduced |
| Moneta Group Investment Advisors LLC | 5,622 | $1.30M | 0.02% | −270−4.6% | Reduced |
| Financial Advisory Service, Inc. | 5,616 | $1.30M | 0.11% | +8+0.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 5,605 | $1.30M | 0.04% | +264+4.9% | Added |
| Diversified Trust Co | 5,585 | $1.29M | 0.03% | −903−13.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,582 | $1.29M | 0.72% | −399−6.7% | Reduced |
| South State Corp. | 5,564 | $1.29M | 0.06% | +391+7.6% | Added |
| Harvest Fund Management Co., Ltd | 5,805 | $1.29M | 0.06% | +3,887+202.7% | Added |
| Piscataqua Savings Bank | 5,508 | $1.28M | 1.13% | +35+0.6% | Added |
| Addison Capital Co | 5,467 | $1.27M | 0.50% | −443−7.5% | Reduced |
| Wolf Group Capital Advisors | 5,461 | $1.26M | 0.42% | +5,461 | New |
| Ontario Teachers Pension Plan Board | 5,451 | $1.26M | 0.02% | −3,917−41.8% | Reduced |
| Monument Capital Management | 5,448 | $1.26M | 0.39% | −126−2.3% | Reduced |
| Callahan Advisors, LLC | 5,440 | $1.26M | 0.12% | +503+10.2% | Added |
| OneAscent Financial Services LLC | 5,392 | $1.26M | 0.08% | −895−14.2% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 5,361 | $1.24M | 0.85% | −17−0.3% | Reduced |
| Congress Wealth Management LLC | 5,367 | $1.23M | 0.01% | +3,289+158.3% | Added |
| Callan Family Office, LLC | 5,310 | $1.23M | 0.09% | −6,245−54.0% | Reduced |
| Valmark Advisers, Inc. | 5,285 | $1.22M | 0.02% | +3+0.1% | Added |
| Gotham Asset Management, LLC | 5,281 | $1.22M | 0.01% | +800+17.9% | Added |
| Heritage Wealth Management, Inc. | 5,162 | $1.20M | 0.41% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 5,158 | $1.19M | 0.36% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 5,121 | $1.19M | 0.79% | −6−0.1% | Reduced |
| Mayflower Financial Advisors, LLC | 5,106 | $1.18M | 0.18% | −9−0.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,099 | $1.18M | 0.56% | −500−8.9% | Reduced |
| Advisor OS, LLC | 5,079 | $1.18M | 0.13% | −126−2.4% | Reduced |
| Leigh Baldwin & Co., LLC | 5,065 | $1.17M | 0.94% | +18+0.4% | Added |
| RFG - Bristol Wealth Advisors, LLC | 5,047 | $1.17M | 0.39% | +1,158+29.8% | Added |
| GW Henssler & Associates Ltd | 5,040 | $1.17M | 0.07% | −101−2.0% | Reduced |
| XML Financial, LLC | 5,028 | $1.16M | 0.11% | −48−0.9% | Reduced |
| Quadrature Capital Ltd | 5,018 | $1.16M | 0.03% | −5,808−53.6% | Reduced |
| Advisors Capital Management, LLC | 5,000 | $1.16M | 0.02% | −224−4.3% | Reduced |
| Barbara Oil Co. | 5,000 | $1.16M | 0.47% | 00.0% | Unchanged |
| Rithm Capital Corp. | 5,000 | $1.16M | 2.58% | +500+11.1% | Added |
| Founders Financial Alliance, LLC | 4,985 | $1.15M | 0.28% | +175+3.6% | Added |
| Lebenthal Global Advisors, LLC | 4,983 | $1.15M | 0.22% | −295−5.6% | Reduced |
| Catalyst Capital Advisors LLC | 4,952 | $1.15M | 0.02% | −634−11.3% | Reduced |
| Cassia Capital Partners, LLC | 4,943 | $1.14M | 0.71% | +304+6.6% | Added |
| Fulton Bank, N.A. | 4,933 | $1.14M | 0.05% | −10.0% | Reduced |
| Bank of Nova Scotia Trust Co | 4,915 | $1.14M | 0.12% | +204+4.3% | Added |
| Insigneo Advisory Services, LLC | 4,868 | $1.13M | 0.12% | +1,364+38.9% | Added |
| Milestone Asset Management, LLC | 4,852 | $1.12M | 0.24% | +293+6.4% | Added |
| High Net Worth Advisory Group LLC | 4,847 | $1.12M | 0.32% | −265−5.2% | Reduced |
| Solidarilty Wealth, LLC | 4,839 | $1.12M | 0.28% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 4,770 | $1.10M | 0.12% | −655−12.1% | Reduced |
| Change Path, LLC | 4,755 | $1.10M | 0.03% | +1,529+47.4% | Added |
| MWA Asset Management | 4,750 | $1.10M | 0.76% | +345+7.8% | Added |
| Wesbanco Bank Inc | 4,746 | $1.10M | 0.04% | −71−1.5% | Reduced |
| JSF Financial, LLC | 4,720 | $1.09M | 0.29% | +4,720 | New |
| Mainsail Financial Group, LLC | 4,704 | $1.09M | 0.62% | +285+6.4% | Added |
| Guerra Advisors Inc | 4,675 | $1.08M | 0.61% | +2,185+87.8% | Added |
| Magnus Financial Group LLC | 4,670 | $1.08M | 0.10% | +118+2.6% | Added |
| Principal Securities, Inc. | 5,326 | $1.07M | 0.02% | +20+0.4% | Added |
| L.M. Kohn & Company | 4,642 | $1.07M | 0.28% | −45−1.0% | Reduced |
| Comprehensive Financial Planning, Inc. | 4,626 | $1.07M | 1.04% | +1,522+49.0% | Added |
| MONECO Advisors, LLC | 4,624 | $1.07M | 0.11% | −188−3.9% | Reduced |
| IVC Wealth Advisors LLC | 4,614 | $1.07M | 0.57% | −50−1.1% | Reduced |
| Retirement Guys Formula LLC | 4,607 | $1.07M | 0.53% | +803+21.1% | Added |
| Integrated Advisors Network LLC | 4,590 | $1.06M | 0.05% | −840−15.5% | Reduced |
| Foguth Wealth Management, LLC. | 4,572 | $1.06M | 0.26% | +1,989+77.0% | Added |
| NBC Securities, Inc. | 4,562 | $1.06M | 0.09% | +4,558+113,950.0% | Added |
| NCP Inc. | 4,561 | $1.06M | 1.42% | 00.0% | Unchanged |
| Adviser Investments LLC | 4,560 | $1.06M | 0.01% | −491−9.7% | Reduced |
| Secure Asset Management, LLC | 4,560 | $1.06M | 0.21% | +733+19.2% | Added |
| Silvercrest Asset Management Group LLC | 4,559 | $1.06M | 0.01% | +351+8.3% | Added |
| Country Club Bank | 4,626 | $1.05M | 0.07% | −100−2.1% | Reduced |