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; 2,378 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, Q2 2025
Institutional positions in Waste Management Inc as of Jun 30, 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
- 2,234
- +54 vs. Q1 2025
- Shares held
- 326.5M
- +2.64M (+0.8%) vs. Q1 2025
- Total value
- $74.6B
- −$396.1M (−0.5%) vs. Q1 2025
- New holders
- 163
- 924 more added
- Sold out
- 109
- 780 more reduced
27 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 2,378 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,325 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,207 | $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, Q2 2025
Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Herold Advisors, Inc. | 2,835 | $648.7K | 0.14% | +196+7.4% | Added |
| Prescott Group Capital Management, L.L.C. | 2,842 | $650.3K | 0.08% | +567+24.9% | Added |
| Legacy Capital Group California, Inc. | 2,849 | $651.9K | 0.18% | −110−3.7% | Reduced |
| Bradyco, Inc. | 2,849 | $651.9K | 0.48% | 00.0% | Unchanged |
| Mendel Money Management | 2,853 | $652.8K | 0.29% | +20+0.7% | Added |
| Successful Portfolios LLC | 2,858 | $653.9K | 0.40% | −9−0.3% | Reduced |
| Falcon Wealth Planning | 2,881 | $659.1K | 0.07% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 2,886 | $660.5K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 2,944 | $662.1K | 0.32% | −178−5.7% | Reduced |
| CMG Global Holdings, LLC | 2,909 | $663.0K | 0.35% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 2,898 | $663.1K | 0.16% | −247−7.9% | Reduced |
| Forza Wealth Management, LLC | 2,902 | $664.0K | 0.27% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 2,912 | $666.4K | 0.23% | 00.0% | Unchanged |
| RW Investment Management LLC | 2,915 | $667.0K | 0.07% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,922 | $668.7K | 0.08% | −94−3.1% | Reduced |
| Meyer Handelman Co | 2,925 | $669.3K | 0.02% | −125−4.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,932 | $670.9K | 0.17% | 00.0% | Unchanged |
| Illumine Investment Management, LLC | 2,934 | $671.4K | 0.53% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,936 | $671.8K | 0.01% | −203−6.5% | Reduced |
| SGL Investment Advisors, Inc. | 3,012 | $677.3K | 0.32% | +36+1.2% | Added |
| Cornerstone Advisory, LLC | 2,968 | $679.2K | 0.07% | +12+0.4% | Added |
| Joel Isaacson & Co., LLC | 2,970 | $679.6K | 0.03% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,972 | $679.9K | 0.05% | −467−13.6% | Reduced |
| Apella Capital, LLC | 3,007 | $682.4K | 0.02% | +126+4.4% | Added |
| Auxano Advisors, LLC | 2,983 | $682.6K | 0.16% | −4−0.1% | Reduced |
| Fundamentun, LLC | 2,992 | $684.7K | 0.03% | +57+1.9% | Added |
| Wolverine Asset Management LLC | 3,000 | $686.5K | 0.01% | −11,000−78.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 3,000 | $686.5K | 0.04% | −24−0.8% | Reduced |
| Board of the Pension Protection Fund | 3,000 | $686.5K | 0.74% | +3,000 | New |
| Core Wealth Partners LLC | 3,010 | $688.7K | 0.35% | 00.0% | Unchanged |
| SL Advisors, LLC | 3,016 | $690.1K | 1.24% | −4,702−60.9% | Reduced |
| Breed's Hill Capital LLC | 3,024 | $691.9K | 0.33% | +24+0.8% | Added |
| Westpac Banking Corp | 3,028 | $692.9K | 0.05% | 00.0% | Unchanged |
| RFG Advisory, LLC | 3,032 | $693.8K | 0.02% | −3,397−52.8% | Reduced |
| Connecticut Wealth Management, LLC | 3,034 | $694.2K | 0.03% | −8−0.3% | Reduced |
| Epoch Investment Partners, Inc. | 3,034 | $694.2K | 0.00% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 3,035 | $694.4K | 0.30% | −7−0.2% | Reduced |
| Orrstown Financial Services Inc | 3,036 | $694.7K | 0.15% | −488−13.8% | Reduced |
| Avidian Wealth Solutions, LLC | 3,039 | $695.3K | 0.03% | +123+4.2% | Added |
| Real Talk Capital, LLC | 3,053 | $698.5K | 0.84% | +10.0% | Added |
| Oakworth Capital, Inc. | 3,055 | $699.0K | 0.05% | −527−14.7% | Reduced |
| Shoker Investment Counsel, Inc. | 3,065 | $701.5K | 0.22% | +2+0.1% | Added |
| Vigilare Wealth Management | 3,068 | $702.0K | 0.26% | +1,367+80.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,071 | $702.6K | 0.03% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 3,080 | $704.7K | 0.05% | +290+10.4% | Added |
| Lynch & Associates | 3,080 | $704.8K | 0.14% | +3,080 | New |
| Panagora Asset Management Inc | 3,083 | $705.5K | 0.00% | −8,764−74.0% | Reduced |
| Sage Mountain Advisors LLC | 3,085 | $705.8K | 0.05% | +578+23.1% | Added |
| Boston Research & Management Inc | 3,090 | $707.1K | 0.17% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 3,117 | $713.2K | 0.38% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 3,121 | $714.1K | 0.05% | −469−13.1% | Reduced |
| Trust Point Inc. | 3,121 | $714.1K | 0.07% | +1,576+102.0% | Added |
| Modera Wealth Management, LLC | 3,121 | $714.2K | 0.01% | −24−0.8% | Reduced |
| Murphy & Mullick Capital Management Corp | 3,140 | $719.6K | 0.58% | +363+13.1% | Added |
| Americana Partners, LLC | 3,152 | $721.3K | 0.02% | +5+0.2% | Added |
| Cyndeo Wealth Partners, LLC | 3,160 | $723.1K | 0.04% | −24−0.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 3,178 | $727.0K | 0.20% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 3,188 | $729.4K | 0.02% | −143−4.3% | Reduced |
| Busey Wealth Management | 3,201 | $732.5K | 0.02% | −139−4.2% | Reduced |
| Fire Capital Management LLC | 3,201 | $732.5K | 0.47% | +8+0.3% | Added |
| Asset Planning,Inc | 3,203 | $732.9K | 0.55% | +10+0.3% | Added |
| Insigneo Advisory Services, LLC | 3,203 | $733.0K | 0.06% | −1,665−34.2% | Reduced |
| Kovack Advisors, Inc. | 3,206 | $733.6K | 0.07% | −574−15.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,214 | $735.4K | 0.14% | +5+0.2% | Added |
| Beaumont Financial Advisors, LLC | 3,226 | $738.2K | 0.05% | −105−3.2% | Reduced |
| Mechanics Financial Corp | 3,241 | $741.6K | 0.32% | +36+1.1% | Added |
| Richwood Investment Advisors, LLC | 3,250 | $743.7K | 0.61% | −105−3.1% | Reduced |
| Chancellor Financial Group WB LP | 3,250 | $743.7K | 0.58% | −160−4.7% | Reduced |
| Claro Advisors LLC | 3,252 | $744.0K | 0.12% | −383−10.5% | Reduced |
| Cozad Asset Management Inc | 3,253 | $744.4K | 0.07% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 3,256 | $745.0K | 0.05% | +103+3.3% | Added |
| Davis R M Inc | 3,256 | $745.1K | 0.01% | −30−0.9% | Reduced |
| Birchbrook, Inc. | 3,257 | $745.3K | 0.40% | +3,217+8,042.5% | Added |
| Fiduciary Family Office, LLC | 3,262 | $746.4K | 0.24% | −44−1.3% | Reduced |
| Hohimer Wealth Management, LLC | 3,264 | $746.9K | 0.13% | 00.0% | Unchanged |
| First Foundation Advisors | 3,272 | $748.7K | 0.03% | +531+19.4% | Added |
| Madison Asset Management, LLC | 3,275 | $749.4K | 0.01% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 3,184 | $750.0K | 0.06% | +7+0.2% | Added |
| Mosaic Family Wealth Partners, LLC | 3,288 | $752.4K | 0.10% | −85−2.5% | Reduced |
| Ipsen Advisor Group LLC | 3,299 | $754.8K | 0.58% | +40+1.2% | Added |
| Alliance Wealth Advisors, LLC | 3,325 | $760.8K | 0.41% | 00.0% | Unchanged |
| Glenview Trust Co | 3,338 | $763.8K | 0.01% | +162+5.1% | Added |
| Shepherd Financial Partners LLC | 3,368 | $770.6K | 0.08% | +10.0% | Added |
| Bill Few Associates, Inc. | 3,370 | $771.1K | 0.22% | +94+2.9% | Added |
| Keel Point, LLC | 3,382 | $773.9K | 0.05% | +249+7.9% | Added |
| Bond & Devick Financial Network, Inc. | 3,400 | $778.0K | 0.26% | +1,000+41.7% | Added |
| Finivi Inc. | 3,415 | $781.3K | 0.53% | +3,415 | New |
| Bravias Capital Group, LLC | 3,419 | $782.3K | 0.57% | +11+0.3% | Added |
| Berkshire Bank | 3,421 | $782.8K | 0.18% | 00.0% | Unchanged |
| IMS Capital Management | 3,421 | $782.8K | 0.37% | −567−14.2% | Reduced |
| Morton Capital Management LLC | 3,421 | $782.8K | 0.14% | +188+5.8% | Added |
| Sawyer & Company, Inc | 3,533 | $787.4K | 0.28% | +998+39.4% | Added |
| Community Bank & Trust, Waco, Texas | 3,446 | $789.0K | 0.18% | +87+2.6% | Added |
| Waterloo Capital, L.P. | 3,461 | $792.0K | 0.06% | +879+34.0% | Added |
| Walter & Keenan Financial Consulting Co | 3,464 | $792.6K | 0.23% | +113+3.4% | Added |
| Baker Tilly Wealth Management, LLC | 3,465 | $792.9K | 0.28% | +35+1.0% | Added |
| MCF Advisors LLC | 3,476 | $795.3K | 0.05% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 3,494 | $799.6K | 0.05% | 00.0% | Unchanged |
| Spinnaker Trust | 3,504 | $801.8K | 0.05% | −110−3.0% | Reduced |
| Kinneret Advisory, LLC | 3,520 | $805.4K | 0.07% | −5−0.1% | Reduced |