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 |
|---|---|---|---|---|---|
| J. W. Coons Advisors, LLC | 4,550 | $1.05M | 0.28% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 4,595 | $1.05M | 0.11% | −38−0.8% | Reduced |
| Transcend Wealth Collective, LLC | 4,531 | $1.05M | 0.08% | −95−2.1% | Reduced |
| Community Bank, N.A. | 4,527 | $1.05M | 0.14% | +620+15.9% | Added |
| Occudo Quantitative Strategies LP | 4,598 | $1.05M | 0.14% | +4,598 | New |
| BOK Financial Private Wealth, Inc. | 4,512 | $1.04M | 0.08% | −1,266−21.9% | Reduced |
| Teza Capital Management LLC | 4,411 | $1.02M | 0.47% | −3,416−43.6% | Reduced |
| Franklin Street Advisors Inc | 4,407 | $1.02M | 0.07% | −43−1.0% | Reduced |
| Linscomb & Williams, Inc. | 4,405 | $1.02M | 0.05% | +768+21.1% | Added |
| Terry L. Blaker | 4,401 | $1.02M | 0.04% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 4,390 | $1.02M | 0.65% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 4,384 | $1.01M | 0.17% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 4,375 | $1.01M | 0.04% | +482+12.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,368 | $1.01M | 0.09% | +40+0.9% | Added |
| Astoria Portfolio Advisors LLC. | 4,415 | $1.01M | 0.34% | +1,690+62.0% | Added |
| Syon Capital LLC | 4,359 | $1.01M | 0.08% | +322+8.0% | Added |
| Cito Capital Group, LLC | 4,351 | $1.01M | 0.38% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 4,344 | $1.01M | 0.05% | +2,370+120.1% | Added |
| MRP Capital Investments, LLC | 4,340 | $1.00M | 0.94% | −50−1.1% | Reduced |
| Cypress Asset Management Inc | 4,306 | $996.9K | 0.27% | +50+1.2% | Added |
| Impact Investors, Inc | 4,304 | $996.3K | 0.78% | −92−2.1% | Reduced |
| Capital Management Associates, Inc | 4,294 | $993.9K | 0.23% | +2,154+100.7% | Added |
| Avestar Capital, LLC | 4,287 | $992.5K | 0.09% | +484+12.7% | Added |
| Financial Advocates Investment Management | 4,285 | $991.9K | 0.07% | +282+7.0% | Added |
| MMBG Investment Advisors Co. | 4,260 | $986.2K | 0.11% | 00.0% | Unchanged |
| Allen Investment Management LLC | 4,250 | $983.9K | 0.01% | 00.0% | Unchanged |
| Jacksonville Wealth Management, LLC | 4,234 | $980.2K | 0.96% | −121−2.8% | Reduced |
| Financial Network Wealth Management LLC | 4,229 | $979.0K | 0.35% | −300−6.6% | Reduced |
| MidWestOne Financial Group, Inc. | 4,222 | $977.4K | 0.14% | +109+2.7% | Added |
| Foundations Investment Advisors, LLC | 4,207 | $973.9K | 0.02% | −20.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,199 | $972.2K | 0.03% | +407+10.7% | Added |
| Curated Wealth Partners LLC | 4,199 | $972.1K | 0.13% | −15−0.4% | Reduced |
| Robbins Farley LLC | 4,186 | $969.1K | 0.51% | +62+1.5% | Added |
| Logan Capital Management Inc | 4,175 | $966.6K | 0.04% | −16−0.4% | Reduced |
| Arete Wealth Advisors, LLC | 4,167 | $965.0K | 0.07% | +162+4.0% | Added |
| Chicago Trust Co NA | 4,152 | $961.2K | 0.17% | −1,193−22.3% | Reduced |
| Dempze Nancy E | 4,142 | $958.9K | 0.58% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4,128 | $956.0K | 0.14% | +228+5.8% | Added |
| Vancity Investment Management Ltd | 4,131 | $956.0K | 0.13% | +4,131 | New |
| McDonald Partners LLC | 4,115 | $953.1K | 0.25% | −10.0% | Reduced |
| Burney Co | 4,101 | $949.4K | 0.03% | +2,061+101.0% | Added |
| Regatta Capital Group, LLC | 4,093 | $947.6K | 0.18% | −23−0.6% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,090 | $946.9K | 0.09% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,079 | $944.3K | 0.09% | +51+1.3% | Added |
| Harbour Trust & Investment Management Co | 4,075 | $943.4K | 0.11% | 00.0% | Unchanged |
| Kennedy Investment Group | 4,073 | $943.0K | 0.44% | −18−0.4% | Reduced |
| Bank Ozk | 4,056 | $939.0K | 0.39% | −31−0.8% | Reduced |
| Cigna Investments Inc | 4,037 | $934.0K | 0.17% | −56−1.4% | Reduced |
| Bank of Jackson Hole Trust | 4,008 | $933.0K | 0.60% | +18+0.5% | Added |
| Choate Investment Advisors | 4,021 | $931.0K | 0.02% | −2,936−42.2% | Reduced |
| Polymer Capital Management (US) LLC | 4,016 | $929.7K | 0.28% | +2,378+145.2% | Added |
| Central Pacific Bank - Trust Division | 4,000 | $926.0K | 0.13% | −200−4.8% | Reduced |
| Ardsley Advisory Partners LP | 4,000 | $926.0K | 0.21% | +4,000 | New |
| IMS Capital Management | 3,988 | $923.2K | 0.47% | −462−10.4% | Reduced |
| Verus Capital Partners, LLC | 3,987 | $923.0K | 0.09% | +368+10.2% | Added |
| Aberdeen Wealth Management LLC | 3,975 | $920.3K | 0.63% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,938 | $911.7K | 0.04% | +1,279+48.1% | Added |
| SOL Capital Management CO | 3,935 | $911.0K | 0.10% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,913 | $905.9K | 0.08% | +50+1.3% | Added |
| American National Bank | 3,879 | $898.0K | 0.10% | +126+3.4% | Added |
| Capital Analysts, LLC | 3,855 | $892.0K | 0.03% | −26−0.7% | Reduced |
| Profund Advisors LLC | 3,823 | $885.1K | 0.04% | −329−7.9% | Reduced |
| Wulff, Hansen & Co. | 3,808 | $881.6K | 0.80% | −100−2.6% | Reduced |
| HF Advisory Group, LLC | 3,798 | $879.1K | 0.38% | −69−1.8% | Reduced |
| Koa Wealth Management, LLC | 3,791 | $877.7K | 0.71% | −40−1.0% | Reduced |
| Seamount Financial Group Inc | 3,791 | $877.7K | 0.60% | +71+1.9% | Added |
| Kovack Advisors, Inc. | 3,780 | $875.1K | 0.09% | −11−0.3% | Reduced |
| Waverton Investment Management Ltd | 3,764 | $871.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,749 | $868.0K | 0.05% | +658+21.3% | Added |
| NCM Capital Management, LLC | 3,737 | $865.2K | 0.39% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,706 | $858.0K | 0.19% | +747+25.2% | Added |
| Van Hulzen Asset Management, LLC | 3,703 | $857.3K | 0.08% | −194−5.0% | Reduced |
| Hardin Capital Partners, LLC | 3,700 | $856.6K | 0.53% | +3,700 | New |
| Wolff Wiese Magana LLC | 3,698 | $856.1K | 0.58% | +2,541+219.6% | Added |
| Mill Creek Capital Advisors, LLC | 3,688 | $853.8K | 0.02% | +12+0.3% | Added |
| Montecito Bank & Trust | 3,678 | $851.5K | 0.15% | −100−2.6% | Reduced |
| Evergreen Capital Management LLC | 3,677 | $851.3K | 0.03% | +517+16.4% | Added |
| First National Bank of Hutchinson | 3,674 | $850.6K | 0.56% | −68−1.8% | Reduced |
| Portside Wealth Group, LLC | 3,672 | $850.1K | 0.14% | +389+11.8% | Added |
| Avantax Planning Partners, Inc. | 3,657 | $846.6K | 0.03% | +328+9.9% | Added |
| Claro Advisors LLC | 3,635 | $841.5K | 0.11% | −949−20.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,690 | $841.0K | 0.13% | +42+1.2% | Added |
| Drive Wealth Management, LLC | 3,622 | $838.7K | 0.20% | +1,654+84.0% | Added |
| Spinnaker Trust | 3,614 | $836.7K | 0.05% | 00.0% | Unchanged |
| Oak Thistle LLC | 3,611 | $836.0K | 0.17% | −835−18.8% | Reduced |
| Northeast Financial Group, Inc. | 3,608 | $835.6K | 0.31% | −74−2.0% | Reduced |
| Tradewinds, LLC. | 3,607 | $835.0K | 0.24% | −155−4.1% | Reduced |
| Guardian Wealth Advisors, LLC | 3,590 | $831.1K | 0.07% | −39−1.1% | Reduced |
| Oakworth Capital, Inc. | 3,582 | $829.3K | 0.06% | −9−0.3% | Reduced |
| Marex Group plc | 3,573 | $827.2K | 0.02% | −440−11.0% | Reduced |
| King Wealth | 3,563 | $825.0K | 0.13% | +2+0.1% | Added |
| Investor's Fiduciary Advisor Network, LLC | 3,549 | $821.0K | 0.39% | −201−5.4% | Reduced |
| FORA Capital, LLC | 3,546 | $820.9K | 0.08% | −1,627−31.5% | Reduced |
| Ameritas Investment Partners, Inc. | 3,542 | $820.0K | 0.03% | −79−2.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 3,529 | $817.1K | 0.40% | −303−7.9% | Reduced |
| Kinneret Advisory, LLC | 3,525 | $816.1K | 0.08% | −11−0.3% | Reduced |
| Orrstown Financial Services Inc | 3,524 | $815.8K | 0.19% | +427+13.8% | Added |
| Journey Strategic Wealth LLC | 3,522 | $815.4K | 0.03% | +4+0.1% | Added |
| CoreCap Advisors, LLC | 3,504 | $811.2K | 0.04% | +240+7.4% | Added |
| Pine Valley Investments Ltd Liability Co | 3,494 | $809.0K | 0.05% | +266+8.2% | Added |