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 |
|---|---|---|---|---|---|
| Creekmur Asset Management LLC | 3,492 | $808.5K | 0.17% | +967+38.3% | Added |
| MCF Advisors LLC | 3,476 | $804.7K | 0.06% | −169−4.6% | Reduced |
| World Equity Group, Inc. | 3,483 | $799.0K | 0.23% | +465+15.4% | Added |
| Penserra Capital Management LLC | 3,448 | $797.0K | 0.01% | +2,489+259.5% | Added |
| Ausdal Financial Partners, Inc. | 3,439 | $796.1K | 0.06% | −80−2.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,437 | $795.7K | 0.38% | −1,612−31.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,430 | $794.0K | 0.31% | +46+1.4% | Added |
| Berkshire Bank | 3,421 | $792.0K | 0.19% | −135−3.8% | Reduced |
| Chancellor Financial Group WB LP | 3,410 | $789.4K | 0.66% | +325+10.5% | Added |
| Bravias Capital Group, LLC | 3,408 | $788.9K | 0.64% | −1,006−22.8% | Reduced |
| Clarius Group, LLC | 3,402 | $787.6K | 0.05% | +1,139+50.3% | Added |
| Mosaic Family Wealth Partners, LLC | 3,373 | $780.9K | 0.11% | +85+2.6% | Added |
| Shepherd Financial Partners LLC | 3,367 | $779.5K | 0.09% | +10.0% | Added |
| Community Bank & Trust, Waco, Texas | 3,359 | $778.0K | 0.18% | +13+0.4% | Added |
| Howe & Rusling Inc | 3,356 | $777.0K | 0.07% | +506+17.8% | Added |
| Richwood Investment Advisors, LLC | 3,355 | $776.7K | 0.66% | −103−3.0% | Reduced |
| Everett Harris & Co | 3,353 | $776.3K | 0.01% | +55+1.7% | Added |
| Walter & Keenan Financial Consulting Co | 3,351 | $775.8K | 0.23% | +87+2.7% | Added |
| Busey Wealth Management | 3,340 | $773.2K | 0.03% | −493−12.9% | Reduced |
| Quotient Wealth Partners, LLC | 3,331 | $771.3K | 0.02% | −488−12.8% | Reduced |
| Beaumont Financial Advisors, LLC | 3,331 | $771.2K | 0.06% | −794−19.2% | Reduced |
| Axq Capital, LP | 3,331 | $771.2K | 0.31% | +3,331 | New |
| Alliance Wealth Advisors, LLC | 3,325 | $769.8K | 0.45% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,323 | $769.2K | 0.05% | −235−6.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,319 | $768.4K | 0.03% | −10.0% | Reduced |
| Fiduciary Family Office, LLC | 3,306 | $765.4K | 0.25% | +3,306 | New |
| Howard Capital Management Inc. | 3,294 | $762.6K | 0.02% | −304−8.4% | Reduced |
| Davis R M Inc | 3,286 | $760.8K | 0.02% | +1,328+67.8% | Added |
| Thomasville National Bank | 3,276 | $758.4K | 0.06% | −15−0.5% | Reduced |
| Bill Few Associates, Inc. | 3,276 | $758.4K | 0.27% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 3,275 | $758.2K | 0.01% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 3,275 | $758.2K | 0.15% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 3,264 | $755.6K | 0.15% | +55+1.7% | Added |
| Ipsen Advisor Group LLC | 3,259 | $754.4K | 0.65% | −146−4.3% | Reduced |
| Cozad Asset Management Inc | 3,253 | $753.1K | 0.08% | 00.0% | Unchanged |
| Alamea Verwaltungs GmbH | 3,247 | $751.7K | 0.65% | +3,247 | New |
| Morton Capital Management LLC | 3,233 | $748.5K | 0.14% | +145+4.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,209 | $742.9K | 0.15% | +10.0% | Added |
| Mechanics Financial Corp | 3,205 | $742.0K | 0.34% | +177+5.8% | Added |
| Asset Planning,Inc | 3,193 | $739.3K | 0.58% | +10+0.3% | Added |
| Fire Capital Management LLC | 3,193 | $739.2K | 0.54% | +334+11.7% | Added |
| Cyndeo Wealth Partners, LLC | 3,184 | $737.1K | 0.05% | −2−0.1% | Reduced |
| Engineers Gate Manager LP | 3,180 | $736.2K | 0.01% | −138,903−97.8% | Reduced |
| Glenview Trust Co | 3,176 | $735.3K | 0.01% | +28+0.9% | Added |
| Lester Murray Antman dba SimplyRich | 3,178 | $735.0K | 0.21% | +10.0% | Added |
| Good Life Advisors, LLC | 3,153 | $730.0K | 0.05% | +16+0.5% | Added |
| Americana Partners, LLC | 3,147 | $728.6K | 0.03% | −217−6.5% | Reduced |
| Modera Wealth Management, LLC | 3,145 | $728.1K | 0.01% | −54−1.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 3,145 | $728.1K | 0.18% | −4,040−56.2% | Reduced |
| Bridgewater Advisors Inc. | 3,177 | $726.9K | 0.06% | +3,177 | New |
| Forum Financial Management, LP | 3,139 | $726.7K | 0.01% | −11−0.3% | Reduced |
| Armis Advisers, LLC | 3,121 | $726.4K | 0.07% | +1,952+167.0% | Added |
| Verdence Capital Advisors LLC | 3,134 | $725.6K | 0.06% | −5−0.2% | Reduced |
| Keel Point, LLC | 3,133 | $725.4K | 0.06% | +239+8.3% | Added |
| Dogwood Wealth Management LLC | 3,122 | $722.8K | 0.38% | +102+3.4% | Added |
| Orleans Capital Management Corp | 3,117 | $721.6K | 0.42% | 00.0% | Unchanged |
| KWB Wealth | 3,560 | $718.3K | 0.09% | +104+3.0% | Added |
| TCM Advisors, LLC | – | $717.7K | 0.63% | – | – |
| Frank, Rimerman Advisors LLC | 3,098 | $717.2K | 0.06% | +83+2.8% | Added |
| Buckley Wealth Management, LLC | 3,097 | $717.0K | 0.22% | +3,097 | New |
| Boston Research & Management Inc | 3,090 | $715.4K | 0.17% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,084 | $713.9K | 0.03% | +336+12.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,071 | $710.8K | 0.04% | −400−11.5% | Reduced |
| Shoker Investment Counsel, Inc. | 3,063 | $709.2K | 0.24% | −6−0.2% | Reduced |
| Real Talk Capital, LLC | 3,052 | $706.6K | 0.95% | – | – |
| Meyer Handelman Co | 3,050 | $706.1K | 0.02% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 3,042 | $704.3K | 0.30% | −122−3.9% | Reduced |
| Connecticut Wealth Management, LLC | 3,042 | $704.2K | 0.04% | −149−4.7% | Reduced |
| Epoch Investment Partners, Inc. | 3,034 | $702.4K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,028 | $701.0K | 0.05% | −684−18.4% | Reduced |
| Smith Chas P & Associates Pa Cpas | 3,024 | $700.1K | 0.04% | −67−2.2% | Reduced |
| Mattern Capital Management, LLC | 3,022 | $699.6K | 0.09% | +302+11.1% | Added |
| Moloney Securities Asset Management, LLC | 3,016 | $698.2K | 0.09% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 3,010 | $696.8K | 0.41% | −500−14.2% | Reduced |
| Breed's Hill Capital LLC | 3,000 | $694.4K | 0.37% | +205+7.3% | Added |
| SGL Investment Advisors, Inc. | 2,976 | $693.8K | 0.36% | −43−1.4% | Reduced |
| Tobam | 2,988 | $692.0K | 0.30% | −8,200−73.3% | Reduced |
| Cornerstone Advisory, LLC | 2,956 | $691.9K | 0.08% | −162−5.2% | Reduced |
| Auxano Advisors, LLC | 2,987 | $691.5K | 0.18% | +15+0.5% | Added |
| Joel Isaacson & Co., LLC | 2,970 | $687.6K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 2,959 | $685.0K | 0.24% | −31−1.0% | Reduced |
| Fundamentun, LLC | 2,935 | $679.7K | 0.04% | −425−12.6% | Reduced |
| Cahaba Wealth Management, Inc. | 2,935 | $679.4K | 0.06% | −49−1.6% | Reduced |
| Illumine Investment Management, LLC | 2,934 | $679.3K | 0.56% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,932 | $678.8K | 0.19% | −20−0.7% | Reduced |
| Avidian Wealth Solutions, LLC | 2,916 | $675.0K | 0.03% | +20+0.7% | Added |
| RW Investment Management LLC | 2,915 | $674.9K | 0.08% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 2,912 | $674.1K | 0.26% | −2,800−49.0% | Reduced |
| Harfst & Associates, Inc. | 2,906 | $672.8K | 0.16% | +2,906 | New |
| Forza Wealth Management, LLC | 2,902 | $671.8K | 0.30% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 2,900 | $671.4K | 0.21% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 2,886 | $668.2K | 0.01% | −792−21.5% | Reduced |
| Peoples Financial Services Corp. | 2,882 | $667.2K | 0.32% | −200−6.5% | Reduced |
| Falcon Wealth Planning | 2,881 | $666.9K | 0.07% | +118+4.3% | Added |
| Jeppson Wealth Management, LLC | 2,877 | $666.1K | 0.24% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,867 | $663.7K | 0.45% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 2,909 | $661.7K | 0.43% | −65−2.2% | Reduced |
| Bradyco, Inc. | 2,849 | $659.6K | 0.50% | 00.0% | Unchanged |
| Mendel Money Management | 2,833 | $655.9K | 0.31% | +27+1.0% | Added |
| Sompo Asset Management Co., Ltd. | 2,830 | $655.2K | 0.12% | +180+6.8% | Added |