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 |
|---|---|---|---|---|---|
| Optas, LLC | 2,239 | $518.3K | 0.09% | +1,017+83.2% | Added |
| Southeast Asset Advisors Inc. | 2,235 | $517.4K | 0.06% | +2,235 | New |
| Assetmark, Inc | 2,233 | $516.9K | 0.00% | +98+4.6% | Added |
| Brighton Securities Corp. | 2,222 | $514.4K | 0.25% | +112+5.3% | Added |
| Patron Partners Advisors, LLC | 2,214 | $512.5K | 0.28% | −41−1.8% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,212 | $512.1K | 0.22% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,201 | $509.5K | 0.04% | +225+11.4% | Added |
| Group One Trading, L.P. | 2,200 | $509.3K | 0.02% | +371+20.3% | Added |
| Farringdon Capital, Ltd. | 2,198 | $508.9K | 0.26% | −3,426−60.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 2,198 | $508.9K | 0.19% | −380−14.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,175 | $506.3K | 0.09% | −2,719−55.6% | Reduced |
| Holderness Investments Co | 2,181 | $504.9K | 0.12% | +65+3.1% | Added |
| Nautilus Advisors LLC | 2,180 | $504.7K | 0.42% | −10−0.5% | Reduced |
| Cardinal Point Capital Management, ULC | 2,177 | $504.0K | 0.05% | −125−5.4% | Reduced |
| Cannon Wealth Management Services, LLC | 2,140 | $504.0K | 0.45% | −228−9.6% | Reduced |
| VSM Wealth Advisory, LLC | 2,175 | $503.5K | 0.18% | −40−1.8% | Reduced |
| MPS Loria Financial Planners, LLC | 2,167 | $501.7K | 0.15% | +6+0.3% | Added |
| Tradition Wealth Management, LLC | 2,167 | $501.7K | 0.04% | −6−0.3% | Reduced |
| Drake & Associates, LLC | 2,163 | $500.9K | 0.14% | +484+28.8% | Added |
| Knuff & Co LLC | 2,163 | $500.8K | 0.17% | +1,163+116.3% | Added |
| Two Sigma Securities, LLC | 2,157 | $499.4K | 0.08% | +2,157 | New |
| CVA Family Office, LLC | 2,155 | $498.9K | 0.08% | +36+1.7% | Added |
| StoneX Group Inc. | 2,154 | $498.6K | 0.03% | +1,023+90.5% | Added |
| Stevens Capital Management LP | 2,151 | $498.0K | 0.12% | +1,090+102.7% | Added |
| Tyche Wealth Partners LLC | 2,148 | $497.4K | 0.11% | −277−11.4% | Reduced |
| Geneva Partners, LLC | 2,139 | $495.2K | 0.26% | −2−0.1% | Reduced |
| Canopy Partners, LLC | 2,133 | $493.8K | 0.19% | +10+0.5% | Added |
| Modern Wealth Management, LLC | 2,132 | $493.5K | 0.02% | +469+28.2% | Added |
| American Institute for Advanced Investment Management, LLP | 2,125 | $492.0K | 0.38% | +165+8.4% | Added |
| Ocean Capital Management, LLC | 2,122 | $491.3K | 0.12% | +42+2.0% | Added |
| Oak Harbor Wealth Partners, LLC | 2,116 | $489.9K | 0.14% | +2,116 | New |
| Private Capital Management, LLC | 2,111 | $488.6K | 0.05% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,100 | $486.2K | 0.35% | 00.0% | Unchanged |
| Syntax Research, Inc. | 2,098 | $485.7K | 0.34% | +31+1.5% | Added |
| Ethos Financial Group, LLC | 2,206 | $482.6K | 0.05% | +1,193+117.8% | Added |
| Argus Investors' Counsel, Inc. | 2,078 | $481.1K | 0.37% | +34+1.7% | Added |
| Capital Advisors, Ltd. LLC | 2,078 | $481.0K | 0.06% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 2,064 | $477.9K | 0.26% | −11,995−85.3% | Reduced |
| Stratos Wealth Advisors, LLC | 2,062 | $477.6K | 0.03% | +49+2.4% | Added |
| Wealth Management Partners, LLC | 2,055 | $475.8K | 0.22% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 2,048 | $474.1K | 0.01% | +23+1.1% | Added |
| Arlington Trust Co LLC | 2,038 | $471.8K | 0.10% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,040 | $471.0K | 0.02% | +100+5.2% | Added |
| Courier Capital LLC | 2,033 | $470.7K | 0.03% | +2,033 | New |
| Horan Capital Advisors, LLC. | 2,021 | $467.9K | 0.16% | +102+5.3% | Added |
| Duncan Williams Asset Management, LLC | 2,020 | $467.6K | 0.17% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,014 | $466.3K | 0.12% | +500+33.0% | Added |
| ICONIQ Capital, LLC | 2,014 | $466.3K | 0.01% | +574+39.9% | Added |
| Ifrah Financial Services, Inc. | 2,009 | $465.1K | 0.13% | −196−8.9% | Reduced |
| Reliant Investment Partners, LLC | 2,002 | $463.5K | 0.47% | +102+5.4% | Added |
| Johnson Bixby & Associates, LLC | 2,000 | $463.0K | 0.07% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 1,997 | $462.3K | 0.01% | −59−2.9% | Reduced |
| Baring Financial LLC | 1,996 | $462.1K | 0.39% | −78−3.8% | Reduced |
| Compton Wealth Advisory Group, LLC | 1,995 | $461.9K | 0.13% | −147−6.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,990 | $461.0K | 0.16% | −105−5.0% | Reduced |
| Notis-McConarty Edward | 1,990 | $460.7K | 0.24% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,983 | $459.1K | 0.05% | −100−4.8% | Reduced |
| Baker Boyer National Bank | 1,979 | $458.2K | 0.17% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,976 | $457.5K | 0.18% | −246−11.1% | Reduced |
| Synergy Financial Group, LTD | 1,976 | $457.4K | 0.41% | −9−0.5% | Reduced |
| LRI Investments, LLC | 1,973 | $456.8K | 0.04% | +231+13.3% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,971 | $456.0K | 0.06% | +2+0.1% | Added |
| Lakeshore Financial Planning, Inc. | 1,967 | $455.5K | 0.19% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 1,966 | $455.1K | 0.03% | −60−3.0% | Reduced |
| Old West Investment Management, LLC | 1,952 | $451.9K | 0.16% | +1,952 | New |
| Saturna Capital CORP | 1,951 | $451.7K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 1,950 | $451.4K | 0.10% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 1,949 | $451.3K | 0.08% | +4+0.2% | Added |
| Miller Financial Services LLC | 1,944 | $450.2K | 0.65% | −47−2.4% | Reduced |
| Red Wave Investments LLC | 1,944 | $450.0K | 0.16% | +1+0.1% | Added |
| Simon Quick Advisors, LLC | 1,941 | $449.4K | 0.03% | +97+5.3% | Added |
| Sawgrass Asset Management LLC | 1,938 | $448.7K | 0.06% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,937 | $448.5K | 0.26% | −43−2.2% | Reduced |
| Fiduciary Wealth Partners, LLC | 1,935 | $447.9K | 0.39% | +1,935 | New |
| Advyzon Investment Management, LLC | 1,929 | $446.6K | 0.16% | +1,929 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,929 | $446.6K | 0.05% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,927 | $446.2K | 0.11% | +4+0.2% | Added |
| Dana Investment Advisors, Inc. | 1,927 | $446.1K | 0.02% | −27−1.4% | Reduced |
| Petix & Botte Co | 1,922 | $445.0K | 0.12% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,918 | $444.0K | 0.10% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,918 | $444.0K | 0.02% | +63+3.4% | Added |
| Legacy Capital Wealth Partners, LLC | 1,913 | $442.8K | 0.11% | −3−0.2% | Reduced |
| NFP Retirement, Inc. | 1,907 | $441.4K | 0.03% | +6+0.3% | Added |
| NBT Bank N A | 1,892 | $438.0K | 0.03% | −210−10.0% | Reduced |
| City State Bank | 1,888 | $437.1K | 0.14% | +100+5.6% | Added |
| Amica Retiree Medical Trust | 1,883 | $436.0K | 0.67% | −450−19.3% | Reduced |
| Flagship Wealth Advisors, LLC | 1,883 | $435.9K | 0.18% | +3+0.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,882 | $435.7K | 0.07% | +1+0.1% | Added |
| Alta Advisers Ltd | 1,878 | $434.8K | 0.19% | +700+59.4% | Added |
| Dumont & Blake Investment Advisors LLC | 1,877 | $434.5K | 0.12% | 00.0% | Unchanged |
| bLong Financial, LLC | 1,871 | $433.2K | 0.38% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,869 | $432.7K | 0.05% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 1,861 | $430.8K | 0.24% | −194−9.4% | Reduced |
| Cypress Wealth Services, LLC | 1,858 | $430.2K | 0.09% | −92−4.7% | Reduced |
| Heritage Wealth Advisors | 1,858 | $430.1K | 0.02% | −948−33.8% | Reduced |
| Ledyard National Bank | 1,854 | $429.2K | 0.04% | −162−8.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,850 | $428.4K | 0.24% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,850 | $428.3K | 0.17% | −255−12.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,848 | $427.9K | 0.10% | −8−0.4% | Reduced |
| First Western Trust Bank | 1,826 | $422.7K | 0.02% | −62−3.3% | Reduced |