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 |
|---|---|---|---|---|---|
| Schechter Investment Advisors, LLC | 2,824 | $653.8K | 0.05% | −59−2.0% | Reduced |
| KLCM Advisors, Inc. | 2,823 | $653.6K | 0.08% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,823 | $653.6K | 0.07% | −30−1.1% | Reduced |
| GeoWealth Management, LLC | 2,822 | $653.3K | 0.03% | −1,794−38.9% | Reduced |
| Appleton Partners Inc | 2,822 | $653.0K | 0.05% | −60−2.1% | Reduced |
| SBI Securities Co., Ltd. | 2,814 | $651.5K | 0.02% | −54−1.9% | Reduced |
| Atwood & Palmer Inc | 2,805 | $649.4K | 0.05% | +98+3.6% | Added |
| Vision Capital Management, Inc. | 2,802 | $648.7K | 0.09% | +2,802 | New |
| Apella Capital, LLC | 2,881 | $646.6K | 0.02% | +55+1.9% | Added |
| J.Safra Asset Management Corp | 2,790 | $646.0K | 0.05% | +1,183+73.6% | Added |
| RD Lewis Holdings, Inc. | 2,760 | $645.7K | 0.73% | −47−1.7% | Reduced |
| 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 |
| Meridian Financial, LLC | 2,771 | $641.5K | 0.45% | 00.0% | Unchanged |
| 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 |
| First Foundation Advisors | 2,741 | $634.7K | 0.03% | −700−20.3% | Reduced |
| Court Place Advisors, LLC | 2,731 | $632.3K | 0.21% | +28+1.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,726 | $631.1K | 0.07% | +10.0% | Added |
| Pitcairn Co | 2,708 | $626.9K | 0.04% | +80+3.0% | Added |
| Roman Butler Fullerton & Co | 2,691 | $623.0K | 0.24% | +30+1.1% | Added |
| Eldridge Investment Advisors, Inc. | 2,687 | $622.1K | 0.14% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,673 | $618.9K | 0.15% | −99−3.6% | Reduced |
| Private Wealth Asset Management, LLC | 2,673 | $618.9K | 0.09% | +2,673 | New |
| Badgley Phelps Wealth Managers, LLC | 2,666 | $617.2K | 0.01% | −9−0.3% | Reduced |
| Cascades Capital Asset Management, LLC | 2,660 | $615.8K | 0.33% | +3+0.1% | Added |
| Jennison Associates LLC | 2,657 | $615.1K | 0.00% | +114+4.5% | Added |
| Gs Investments, Inc. | 2,650 | $613.5K | 0.29% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 2,646 | $612.6K | 0.52% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2,639 | $611.1K | 0.13% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,639 | $611.0K | 0.47% | −34−1.3% | Reduced |
| Fort Point Capital Partners LLC | 2,639 | $611.0K | 0.07% | −7−0.3% | Reduced |
| Tributary Capital Management, LLC | 2,615 | $605.4K | 0.05% | −100−3.7% | Reduced |
| Van Cleef Asset Management,Inc | 2,613 | $604.8K | 0.07% | +2+0.1% | Added |
| Ring Mountain Capital, LLC | 2,604 | $602.9K | 0.45% | 00.0% | Unchanged |
| Ti-Trust, Inc | 2,603 | $602.6K | 0.40% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 2,590 | $599.6K | 0.57% | −400−13.4% | Reduced |
| Waterloo Capital, L.P. | 2,582 | $597.8K | 0.06% | +1,545+149.0% | Added |
| Naviter Wealth, LLC | 2,620 | $597.1K | 0.07% | +5+0.2% | Added |
| Simmons Bank | 2,575 | $596.1K | 0.04% | −57−2.2% | Reduced |
| Alaethes Wealth LLC | 2,574 | $595.8K | 0.22% | +462+21.9% | Added |
| Cinctive Capital Management LP | 2,570 | $595.0K | 0.05% | +2,570 | New |
| JT Stratford LLC | 2,567 | $594.3K | 0.11% | +471+22.5% | Added |
| Canandaigua National Bank & Trust Co | 2,550 | $590.4K | 0.06% | −36−1.4% | Reduced |
| Goelzer Investment Management, Inc. | 2,546 | $589.4K | 0.03% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 2,542 | $588.5K | 0.09% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,539 | $587.8K | 0.09% | −83−3.2% | Reduced |
| Per Stirling Capital Management, LLC. | 2,536 | $587.1K | 0.08% | −99−3.8% | Reduced |
| Sawyer & Company, Inc | 2,535 | $587.0K | 0.24% | −233−8.4% | Reduced |
| Weinberger Asset Management, Inc | 2,533 | $586.4K | 0.25% | +2+0.1% | Added |
| Catalyst Financial Partners LLC | 2,530 | $585.7K | 0.11% | +491+24.1% | Added |
| Moody National Bank Trust Division | 2,508 | $580.6K | 0.06% | −6−0.2% | Reduced |
| Sage Mountain Advisors LLC | 2,507 | $580.3K | 0.04% | +1,120+80.7% | Added |
| Latitude Advisors, LLC | 2,505 | $579.9K | 0.34% | +3+0.1% | Added |
| ERn Financial, LLC | 2,503 | $579.5K | 0.09% | +2,503 | New |
| Parthenon LLC | 2,500 | $578.8K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,495 | $577.6K | 0.05% | +50+2.0% | Added |
| Keystone Financial Group | 2,492 | $577.0K | 0.06% | −114−4.4% | Reduced |
| Geneos Wealth Management Inc. | 2,492 | $576.9K | 0.02% | +181+7.8% | Added |
| Zullo Investment Group, Inc. | 2,490 | $576.4K | 0.25% | +4+0.2% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 2,487 | $575.4K | 0.39% | +34+1.4% | Added |
| Fukoku Mutual Life Insurance Co | 2,478 | $573.7K | 0.04% | −40−1.6% | Reduced |
| Catalytic Wealth RIA, LLC | 2,476 | $573.2K | 0.11% | +171+7.4% | Added |
| Summit Financial Wealth Advisors, LLC | 2,469 | $571.6K | 0.11% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,463 | $570.2K | 0.13% | −77−3.0% | Reduced |
| Clune & Associates, Ltd. | 2,460 | $569.5K | 0.17% | −21−0.8% | Reduced |
| Compass Capital Corp | 2,454 | $568.2K | 0.30% | −187−7.1% | Reduced |
| Stablepoint Partners, LLC | 2,449 | $567.0K | 0.10% | −40−1.6% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,447 | $566.5K | 0.14% | +108+4.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,440 | $565.0K | 0.09% | −56−2.2% | Reduced |
| Buska Wealth Management, LLC | 2,425 | $561.4K | 0.18% | −179−6.9% | Reduced |
| AdvisorNet Financial, Inc | 2,412 | $558.5K | 0.04% | −39−1.6% | Reduced |
| STAR Financial Bank | 2,402 | $556.1K | 0.41% | −124−4.9% | Reduced |
| Trust Co | 2,401 | $555.9K | 0.07% | 00.0% | Unchanged |
| Fosun International Ltd | 2,401 | $555.9K | 0.16% | +572+31.3% | Added |
| Bond & Devick Financial Network, Inc. | 2,400 | $555.6K | 0.20% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 2,386 | $552.4K | 0.10% | −11−0.5% | Reduced |
| Annex Advisory Services, LLC | 2,378 | $550.5K | 0.02% | +907+61.7% | Added |
| Wellington Shields Capital Management, LLC | 2,371 | $549.0K | 0.10% | 00.0% | Unchanged |
| Zacks Investment Management | 2,369 | $548.6K | 0.01% | −368−13.4% | Reduced |
| Am Investment Strategies LLC | 2,369 | $548.0K | 0.13% | 00.0% | Unchanged |
| Hudock, Inc. | 2,348 | $543.6K | 0.10% | +20+0.9% | Added |
| Mount Yale Investment Advisors, LLC | 2,322 | $537.6K | 0.05% | +781+50.7% | Added |
| Capital Investment Advisory Services, LLC | 2,318 | $536.7K | 0.05% | +222+10.6% | Added |
| Maple Capital Management, Inc. | 2,318 | $536.6K | 0.04% | +405+21.2% | Added |
| Formidable Asset Management, LLC | 2,317 | $536.4K | 0.09% | +45+2.0% | Added |
| Csenge Advisory Group | 2,320 | $535.6K | 0.03% | +113+5.1% | Added |
| Parkside Financial Bank & Trust | 2,308 | $534.3K | 0.07% | −28−1.2% | Reduced |
| Clearview Wealth Advisors LLC | 2,304 | $533.4K | 0.40% | −93−3.9% | Reduced |
| Adell Harriman & Carpenter Inc | 2,300 | $532.5K | 0.04% | −50−2.1% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 2,299 | $532.2K | 0.20% | −225−8.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,294 | $531.1K | 0.01% | +12+0.5% | Added |
| Stuart Chaussee & Associates, Inc. | 2,286 | $529.2K | 0.13% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 2,280 | $528.0K | 0.05% | −119−5.0% | Reduced |
| KMG Fiduciary Partners, LLC | 2,276 | $526.9K | 0.04% | −6−0.3% | Reduced |
| Prescott Group Capital Management, L.L.C. | 2,275 | $526.7K | 0.08% | +2,275 | New |
| Viawealth, LLC | 2,265 | $524.4K | 0.32% | 00.0% | Unchanged |
| Prasad Wealth Partners, LLC | 2,264 | $524.0K | 0.17% | +597+35.8% | Added |
| Sone Capital Management, LLC | 2,255 | $522.1K | 0.05% | −121,237−98.2% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,247 | $520.2K | 0.06% | +30+1.4% | Added |