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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 86 | $19.7K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 91 | $20.0K | 0.00% | +26+40.0% | Added |
| Fortis Group Advisors, LLC | 88 | $20.1K | 0.00% | +38+76.0% | Added |
| Bell Investment Advisors, Inc | 89 | $20.4K | 0.00% | +13+17.1% | Added |
| Transce3nd, LLC | 89 | $20.4K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 99 | $22.7K | 0.01% | −24−19.5% | Reduced |
| Park Square Financial Group, LLC | 99 | $22.7K | 0.02% | +8+8.8% | Added |
| Bogart Wealth, LLC | 100 | $22.8K | 0.00% | +24+31.6% | Added |
| JNBA Financial Advisors | 100 | $22.9K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $22.9K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $22.9K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 100 | $22.9K | 0.02% | +100 | New |
| Union Savings Bank | 100 | $22.9K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 102 | $23.3K | 0.00% | −31−23.3% | Reduced |
| JDM Financial Group LLC | 103 | $23.6K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 105 | $24.0K | 0.01% | −71−40.3% | Reduced |
| Rational Advisors LLC | 108 | $24.7K | 0.00% | +108 | New |
| Sachetta, LLC | 109 | $24.9K | 0.01% | +13+13.5% | Added |
| Bruce G. Allen Investments, LLC | 110 | $25.2K | 0.02% | 00.0% | Unchanged |
| Roxbury Financial LLC | 111 | $25.4K | 0.02% | +1+0.9% | Added |
| SWAN Capital LLC | 113 | $25.9K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 115 | $26.3K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 117 | $26.8K | 0.01% | +117 | New |
| Atticus Wealth Management, LLC | 118 | $27.0K | 0.01% | −116−49.6% | Reduced |
| Westend Capital Management, LLC | 118 | $27.0K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 120 | $27.5K | 0.02% | −14−10.4% | Reduced |
| YANKCOM Partnership | 120 | $27.5K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 120 | $27.5K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 122 | $27.9K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 125 | $28.0K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 123 | $28.1K | 0.01% | +7+6.0% | Added |
| Global Wealth Strategies & Associates | 125 | $28.6K | 0.01% | −14−10.1% | Reduced |
| CGC Financial Services, LLC | 125 | $28.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 128 | $29.3K | 0.01% | −2−1.5% | Reduced |
| Global Trust Asset Management, LLC | 128 | $29.3K | 0.02% | +6+4.9% | Added |
| Main Street Group, LTD | 137 | $31.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 144 | $33.0K | 0.00% | −11−7.1% | Reduced |
| General Partner, Inc. | 145 | $33.2K | 0.02% | 00.0% | Unchanged |
| Kennebec Savings Bank | 150 | $34.3K | 0.03% | −61−28.9% | Reduced |
| Addison Advisors LLC | 150 | $34.3K | 0.01% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 152 | $34.7K | 0.03% | −999−86.8% | Reduced |
| Vega Investment Solutions | 154 | $35.2K | 0.01% | −15,484−99.0% | Reduced |
| Cape Investment Advisory, Inc. | 156 | $35.8K | 0.01% | −31−16.6% | Reduced |
| United Community Bank | 162 | $37.1K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 166 | $38.0K | 0.03% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 166 | $38.0K | 0.00% | −15−8.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 174 | $39.8K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 175 | $40.0K | 0.00% | −27−13.4% | Reduced |
| Loomis Sayles & Co L P | 176 | $40.3K | 0.00% | +176 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 176 | $40.3K | 0.07% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 177 | $40.5K | 0.03% | +3+1.7% | Added |
| Country Trust Bank | 185 | $42.3K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 186 | $42.6K | 0.04% | +97+109.0% | Added |
| Holos Integrated Wealth LLC | 182 | $42.8K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 691 | $43.0K | 0.00% | −31,125−97.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 189 | $43.2K | 0.01% | −11−5.5% | Reduced |
| Longview Financial Advisors LLC | 193 | $44.2K | 0.03% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 200 | $45.8K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 204 | $46.6K | 0.03% | +1+0.5% | Added |
| DHJJ Financial Advisors, Ltd. | 211 | $48.3K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 212 | $48.5K | 0.04% | −68−24.3% | Reduced |
| True Wealth Design, LLC | 213 | $48.8K | 0.02% | +27+14.5% | Added |
| Binnacle Investments Inc | 214 | $49.0K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 217 | $49.7K | 0.01% | −12−5.2% | Reduced |
| Prudent Man Investment Management, Inc. | 248 | $50.0K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 219 | $50.1K | 0.01% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 222 | $50.7K | 0.01% | +1+0.5% | Added |
| New Age Alpha Advisors, LLC | 227 | $51.9K | 0.00% | +33+17.0% | Added |
| Puff Wealth Management, LLC | 52,335 | $52.3K | 0.09% | +52,335 | New |
| Clear Street Markets LLC | 247 | $56.5K | 0.02% | +247 | New |
| Hollencrest Capital Management | 249 | $57.1K | 0.00% | 00.0% | Unchanged |
| Gladwyn Financial Advisors, Inc. | 253 | $57.8K | 0.04% | +253 | New |
| Boyd Watterson Asset Management LLC | 268 | $61.3K | 0.02% | −116−30.2% | Reduced |
| Beacon Capital Management, LLC | 288 | $65.8K | 0.01% | +38+15.2% | Added |
| ESL Trust Services, LLC | 290 | $66.4K | 0.01% | −14−4.6% | Reduced |
| WealthCollab, LLC | 290 | $66.4K | 0.04% | +100+52.6% | Added |
| Tortoise Investment Management, LLC | 294 | $67.3K | 0.01% | +15+5.4% | Added |
| FSA Wealth Management LLC | 296 | $67.7K | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 295 | $68.0K | 0.00% | +1+0.3% | Added |
| Westside Investment Management, Inc. | 299 | $68.6K | 0.01% | +127+73.8% | Added |
| Thompson Investment Management, Inc. | 300 | $68.6K | 0.01% | +300 | New |
| Capula Management Ltd | 305 | $69.8K | 0.00% | −58−16.0% | Reduced |
| Scarborough Advisors, LLC | 311 | $71.1K | 0.01% | +311 | New |
| TD Capital Management LLC | 315 | $72.1K | 0.01% | +35+12.5% | Added |
| Security National Bank | 316 | $72.3K | 0.01% | +25+8.6% | Added |
| CoreFirst Bank & Trust | 320 | $73.2K | 0.04% | +320 | New |
| Tower View Investment Management & Research LLC | 320 | $73.2K | 0.04% | +1+0.3% | Added |
| Sarver Vrooman Wealth Advisors | 326 | $74.6K | 0.05% | 00.0% | Unchanged |
| Maseco LLP | 327 | $74.7K | 0.00% | +327 | New |
| Itau Unibanco Holding S.A. | 337 | $77.1K | 0.00% | −80−19.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 337 | $77.3K | 0.03% | +81+31.6% | Added |
| Hughes Financial Services, LLC | 336 | $77.8K | 0.01% | −12−3.4% | Reduced |
| Fairscale Capital, LLC | 340 | $77.9K | 0.06% | +164+93.2% | Added |
| Financial Freedom, LLC | 342 | $78.2K | 0.04% | +1+0.3% | Added |
| Activest Wealth Management | 342 | $78.3K | 0.02% | −22−6.0% | Reduced |
| Pin Oak Investment Advisors Inc | 344 | $79.0K | 0.07% | +304+760.0% | Added |
| Old Point Trust & Financial Services N A | 347 | $79.4K | 0.03% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 351 | $80.3K | 0.05% | 00.0% | Unchanged |
| LMR Partners LLP | 357 | $81.7K | 0.00% | +357 | New |
| Raffa Wealth Management, LLC | 361 | $82.6K | 0.02% | +192+113.6% | Added |