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 |
|---|---|---|---|---|---|
| Midwest Capital Advisors, LLC | 363 | $83.1K | 0.04% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 363 | $83.1K | 0.04% | +9+2.5% | Added |
| Centerpoint Advisors, LLC | 373 | $85.0K | 0.03% | +3+0.8% | Added |
| Medallion Wealth Advisors, LLC | 385 | $88.1K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 393 | $90.0K | 0.02% | +1+0.3% | Added |
| Investors Research Corp | 400 | $91.5K | 0.02% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 400 | $91.5K | 0.06% | 00.0% | Unchanged |
| CNB Bank | 419 | $95.9K | 0.05% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 420 | $96.1K | 0.04% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 421 | $96.3K | 0.02% | +33+8.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 422 | $96.6K | 0.04% | +1+0.2% | Added |
| IAG Wealth Partners, LLC | 423 | $96.8K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 424 | $97.0K | 0.01% | +16+3.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 424 | $97.2K | 0.01% | +180+73.8% | Added |
| Adalta Capital Management LLC | 425 | $97.2K | 0.05% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 430 | $98.4K | 0.02% | −467−52.1% | Reduced |
| DAGCO, Inc. | 433 | $99.0K | 0.03% | +423+4,230.0% | Added |
| Abound Wealth Management | 441 | $100.9K | 0.03% | +1+0.2% | Added |
| Albion Financial Group | 444 | $101.6K | 0.01% | +444 | New |
| Citizens National Bank Trust Department | 450 | $103.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 450 | $103.0K | 0.02% | +70+18.4% | Added |
| Estabrook Capital Management | 454 | $103.9K | 0.02% | −310−40.6% | Reduced |
| Pacifica Partners Inc. | 487 | $111.2K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 488 | $111.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 488 | $112.0K | 0.07% | −131−21.2% | Reduced |
| Wood Tarver Financial Group, LLC | 500 | $114.0K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $114.4K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $114.4K | 0.02% | 00.0% | Unchanged |
| Kentucky Trust Co | 500 | $114.4K | 0.07% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 512 | $117.2K | 0.01% | +375+273.7% | Added |
| Vermillion Wealth Management, Inc. | 516 | $118.1K | 0.06% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 535 | $122.6K | 0.04% | +4+0.8% | Added |
| Garde Capital, Inc. | 537 | $122.8K | 0.01% | +2+0.4% | Added |
| ZRC Wealth Management, LLC | 544 | $124.5K | 0.05% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 562 | $125.5K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 553 | $126.5K | 0.10% | +15+2.8% | Added |
| Delos Wealth Advisors, LLC | 565 | $129.3K | 0.10% | +565 | New |
| Essex Investment Management Co LLC | 567 | $129.7K | 0.02% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 570 | $130.4K | 0.05% | −243−29.9% | Reduced |
| Y.D. More Investments Ltd | 570 | $130.4K | 0.01% | +570 | New |
| High Note Wealth, LLC | 571 | $130.7K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 572 | $130.9K | 0.01% | −10−1.7% | Reduced |
| Cornerstone National Bank & Trust Co | 578 | $132.3K | 0.06% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 585 | $133.0K | 0.05% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 606 | $138.7K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 612 | $140.0K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 619 | $143.3K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 650 | $148.7K | 0.00% | −90−12.2% | Reduced |
| Strategic Investment Solutions, Inc. | 658 | $150.6K | 0.05% | +478+265.6% | Added |
| Mascoma Wealth Management LLC | 660 | $151.0K | 0.04% | 00.0% | Unchanged |
| Hemington Wealth Management | 677 | $154.0K | 0.02% | −8−1.2% | Reduced |
| First Command Advisory Services, Inc. | 696 | $159.3K | 0.00% | −537−43.6% | Reduced |
| Concord Wealth Partners | 698 | $159.7K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 700 | $160.2K | 0.13% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 708 | $162.0K | 0.13% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 733 | $168.0K | 0.00% | +21+2.9% | Added |
| Centaurus Financial, Inc. | 745 | $170.0K | 0.01% | −5−0.7% | Reduced |
| Catherine Avery Investment Management LLC | 750 | $171.6K | 0.13% | 00.0% | Unchanged |
| Clean Yield Group | 751 | $171.8K | 0.05% | 00.0% | Unchanged |
| Granite FO LLC | 770 | $176.2K | 0.10% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 774 | $177.1K | 0.09% | −30−3.7% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 776 | $177.6K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 780 | $178.0K | 0.03% | −1−0.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 769 | $179.2K | 0.06% | +769 | New |
| Asset Dedication, LLC | 787 | $180.2K | 0.01% | −6−0.8% | Reduced |
| Barrett & Company, Inc. | 792 | $181.3K | 0.07% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 800 | $183.0K | 0.00% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 800 | $183.1K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 805 | $184.0K | 0.02% | +159+24.6% | Added |
| Opal Wealth Advisors, LLC | 832 | $190.4K | 0.05% | +491+144.0% | Added |
| Nalls Sherbakoff Group, LLC | 839 | $192.0K | 0.14% | −33−3.8% | Reduced |
| Golden State Wealth Management, LLC | 849 | $194.4K | 0.02% | +60+7.6% | Added |
| Rosenberg Matthew Hamilton | 851 | $194.7K | 0.05% | −361−29.8% | Reduced |
| Deseret Mutual Benefit Administrators | 866 | $198.2K | 0.09% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 869 | $198.8K | 0.01% | −303−25.9% | Reduced |
| Seeds Investor LLC | 875 | $200.2K | 0.05% | −365−29.4% | Reduced |
| Eagle Global Advisors LLC | 875 | $200.2K | 0.01% | 00.0% | Unchanged |
| Marathon Capital Management | 875 | $200.2K | 0.05% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 877 | $200.6K | 0.08% | +3+0.3% | Added |
| Headland Capital, LLC | 882 | $201.9K | 0.06% | −23−2.5% | Reduced |
| Financial Security Advisor, Inc. | 883 | $202.1K | 0.05% | +1+0.1% | Added |
| Sherman Asset Management, Inc. | 883 | $202.2K | 0.18% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 884 | $202.3K | 0.01% | +168+23.5% | Added |
| TSFG, LLC | 889 | $204.0K | 0.04% | +1+0.1% | Added |
| Threadgill Financial, LLC | 892 | $204.1K | 0.11% | −5−0.6% | Reduced |
| Sunbelt Securities, Inc. | 1,013 | $204.3K | 0.02% | −556−35.4% | Reduced |
| Capital Performance Advisors LLP | 894 | $204.6K | 0.04% | +894 | New |
| Gleason Group, Inc. | 895 | $204.8K | 0.02% | +3+0.3% | Added |
| Prelude Capital Management, LLC | 896 | $205.0K | 0.02% | −123−12.1% | Reduced |
| Lazari Capital Management, Inc. | 896 | $205.0K | 0.08% | 00.0% | Unchanged |
| MQS Management LLC | 897 | $205.3K | 0.11% | +897 | New |
| Fingerlakes Wealth Management, Inc. | 898 | $205.4K | 0.15% | +3+0.3% | Added |
| Lecap Asset Management Ltd | 899 | $205.7K | 0.07% | +899 | New |
| E Fund Management Co., Ltd. | 900 | $205.9K | 0.01% | −22−2.4% | Reduced |
| Biltmore Wealth Management, LLC | 900 | $205.9K | 0.08% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 900 | $206.0K | 0.08% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 900 | $206.0K | 0.03% | +11+1.2% | Added |
| Denver Wealth Management, Inc. | 901 | $206.2K | 0.09% | +1+0.1% | Added |
| Reuter James Wealth Management, LLC | 901 | $206.2K | 0.03% | 00.0% | Unchanged |
| US Asset Management LLC | 904 | $206.9K | 0.18% | 00.0% | Unchanged |