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 |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,260 | $288.3K | 0.08% | +790+168.1% | Added |
| Crewe Advisors LLC | 1,270 | $290.6K | 0.04% | +39+3.2% | Added |
| Clifford Swan Investment Counsel LLC | 1,271 | $290.8K | 0.01% | +1+0.1% | Added |
| Northwest Wealth Management, LLC | 1,280 | $292.9K | 0.05% | −125−8.9% | Reduced |
| Facet Wealth, Inc. | 1,278 | $293.0K | 0.01% | +218+20.6% | Added |
| Mather Group, LLC. | 1,283 | $293.5K | 0.00% | −12−0.9% | Reduced |
| Quent Capital, LLC | 1,284 | $293.9K | 0.03% | +151+13.3% | Added |
| Chesapeake Wealth Management | 1,285 | $294.0K | 0.10% | −51−3.8% | Reduced |
| Strategic Wealth Designers | 1,295 | $296.3K | 0.43% | +82+6.8% | Added |
| Arrowroot Family Office, LLC | 1,296 | $296.4K | 0.13% | +1,296 | New |
| Claris Financial LLC | 1,297 | $296.7K | 0.22% | −431−24.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,300 | $297.5K | 0.07% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,308 | $299.3K | 0.15% | −310−19.2% | Reduced |
| Genesee Capital Advisors, LLC | 1,308 | $299.4K | 0.13% | +4+0.3% | Added |
| Aspen Grove Capital, LLC | 1,312 | $300.2K | 0.05% | +1,312 | New |
| Commonwealth Financial Services, LLC | 1,315 | $300.9K | 0.06% | +43+3.4% | Added |
| Fiduciary Financial Group, LLC | 1,319 | $301.7K | 0.05% | +28+2.2% | Added |
| Stableford Capital II LLC | 1,314 | $301.8K | 0.11% | +300+29.6% | Added |
| Visionary Wealth Advisors | 1,320 | $302.1K | 0.02% | −16−1.2% | Reduced |
| Broyhill Asset Management | 1,323 | $302.7K | 0.28% | 00.0% | Unchanged |
| MFA Wealth Services | 1,323 | $302.8K | 0.23% | +17+1.3% | Added |
| Weaver Consulting Group | 1,324 | $303.0K | 0.08% | +1+0.1% | Added |
| Somerville Kurt F | 1,325 | $303.2K | 0.05% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 1,326 | $303.4K | 0.06% | +1,326 | New |
| Sym Financial Corp | 1,332 | $304.8K | 0.03% | +5+0.4% | Added |
| Hamilton Capital, LLC | 1,333 | $305.0K | 0.02% | +98+7.9% | Added |
| Coordinated Financial Services, Inc. | 1,337 | $305.9K | 0.21% | +1,337 | New |
| Alliance Wealth Advisors, LLC | 1,339 | $306.4K | 0.08% | +59+4.6% | Added |
| Fortune Financial Advisors, LLC | 1,339 | $306.4K | 0.25% | −10−0.7% | Reduced |
| South Plains Financial, Inc. | 1,347 | $308.2K | 0.22% | +20+1.5% | Added |
| Bey-Douglas LLC | 1,347 | $308.2K | 0.18% | +434+47.5% | Added |
| Signature Estate & Investment Advisors LLC | 1,347 | $308.3K | 0.01% | +62+4.8% | Added |
| Lynx Investment Advisory | 1,355 | $309.9K | 0.20% | +6+0.4% | Added |
| Brown, Lisle/Cummings, Inc. | 1,356 | $310.3K | 0.08% | −400−22.8% | Reduced |
| Ade, LLC | 1,358 | $310.7K | 0.17% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,363 | $311.9K | 0.12% | 00.0% | Unchanged |
| Convergence Financial, LLC | 1,364 | $312.1K | 0.05% | +1,364 | New |
| PKS Advisory Services, LLC | 1,364 | $312.1K | 0.08% | −25−1.8% | Reduced |
| WSFS Capital Management, LLC | 1,364 | $312.2K | 0.02% | +355+35.2% | Added |
| Operose Advisors LLC | 1,373 | $314.2K | 0.09% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 1,377 | $315.0K | 0.22% | +1,377 | New |
| Wendell David Associates Inc | 1,378 | $315.0K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 1,379 | $315.5K | 0.08% | +1,379 | New |
| Midland Wealth Advisors LLC | 1,380 | $315.8K | 0.02% | −76−5.2% | Reduced |
| FSM Wealth Advisors, LLC | 1,393 | $316.2K | 0.05% | +362+35.1% | Added |
| Colonial River Wealth Management, LLC | 1,407 | $317.5K | 0.14% | +386+37.8% | Added |
| Value Partners Investments Inc. | 1,388 | $317.6K | 0.02% | +356+34.5% | Added |
| Nadler Financial Group, Inc. | 1,394 | $319.0K | 0.03% | −224−13.8% | Reduced |
| Summit Asset Management, LLC | 1,395 | $319.3K | 0.05% | −362−20.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,398 | $321.0K | 0.13% | +80+6.1% | Added |
| Up Strategic Wealth Investment Advisors LLC | 1,407 | $321.9K | 0.25% | −54−3.7% | Reduced |
| Frisch Financial Group, Inc. | 1,407 | $322.0K | 0.08% | +240+20.6% | Added |
| Florida Financial Advisors, LLC | 1,410 | $322.7K | 0.11% | +196+16.1% | Added |
| Carnegie Lake Advisors LLC | 1,412 | $323.0K | 0.13% | 00.0% | Unchanged |
| Essex Savings Bank | 1,413 | $323.3K | 0.08% | +151+12.0% | Added |
| Strategic Financial Services, Inc, | 1,413 | $323.3K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1,420 | $324.9K | 0.02% | +118+9.1% | Added |
| Aprio Wealth Management, LLC | 1,421 | $325.2K | 0.04% | +322+29.3% | Added |
| Global Financial Private Client, LLC | 1,422 | $325.4K | 0.12% | +93+7.0% | Added |
| Powell Investment Advisors, LLC | 1,427 | $326.5K | 0.12% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,428 | $326.8K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 1,431 | $327.4K | 0.14% | +1,431 | New |
| Charles Schwab Trust Co | 1,432 | $327.8K | 0.02% | +30+2.1% | Added |
| Bridgefront Capital, LLC | 1,437 | $328.8K | 0.09% | +1,437 | New |
| RWM Asset Management, LLC | 1,437 | $328.8K | 0.04% | +1,437 | New |
| Obsidian Personal Planning Solutions LLC | 1,441 | $329.7K | 0.13% | 00.0% | Unchanged |
| TFC Financial Management | 1,443 | $330.3K | 0.05% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,444 | $330.4K | 0.08% | +20+1.4% | Added |
| Golden State Equity Partners | 1,444 | $330.5K | 0.06% | −239−14.2% | Reduced |
| Oxford Asset Management LLP | 1,445 | $330.6K | 0.11% | +1,445 | New |
| Broadway Wealth Solutions, Inc. | 1,450 | $331.7K | 0.21% | −26−1.8% | Reduced |
| M.E. Allison & Co., Inc. | 1,453 | $332.4K | 0.27% | +17+1.2% | Added |
| River Street Advisors LLC | 1,455 | $332.9K | 0.14% | 00.0% | Unchanged |
| Westmount Partners, LLC | 1,461 | $334.3K | 0.09% | +4+0.3% | Added |
| BlackDiamond Wealth Management Inc. | 1,464 | $334.9K | 0.19% | −51−3.4% | Reduced |
| First Hawaiian Bank | 1,472 | $336.8K | 0.05% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 1,473 | $337.1K | 0.03% | +400+37.3% | Added |
| Zacks Investment Management | 1,474 | $337.2K | 0.00% | −895−37.8% | Reduced |
| Grandfield & Dodd, LLC | 1,475 | $337.5K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,477 | $338.2K | 0.10% | 00.0% | Unchanged |
| Cynosure Management, LLC | 1,479 | $338.4K | 0.04% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 1,483 | $339.3K | 0.28% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,484 | $339.6K | 0.02% | −48−3.1% | Reduced |
| Tactive Advisors, LLC | 1,486 | $340.0K | 0.11% | +1,486 | New |
| Grove Street Fiduciary, LLC | 1,489 | $340.7K | 0.16% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 1,491 | $341.1K | 0.05% | +384+34.7% | Added |
| Bolthouse Investments, LLC | 1,496 | $342.3K | 0.34% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 1,500 | $343.0K | 0.01% | +45+3.1% | Added |
| Princeton Global Asset Management LLC | 1,501 | $343.4K | 0.06% | +95+6.8% | Added |
| Ballast Advisors LLC | 1,504 | $344.1K | 0.10% | +42+2.9% | Added |
| Creative Financial Designs Inc | 1,507 | $344.9K | 0.02% | +36+2.4% | Added |
| ARS Wealth Advisors Group, LLC | 1,515 | $346.7K | 0.04% | −12−0.8% | Reduced |
| KRS Capital Management, LLC | 1,523 | $348.5K | 0.23% | −25−1.6% | Reduced |
| Stonebridge Financial Group, LLC | 1,527 | $349.4K | 0.03% | −6−0.4% | Reduced |
| Tennessee Valley Asset Management Partners | 1,527 | $349.4K | 0.09% | +5+0.3% | Added |
| LMG Wealth Partners, LLC | 1,528 | $349.5K | 0.07% | +5+0.3% | Added |
| Diamant Asset Management, Inc. | 1,530 | $350.1K | 0.27% | +100+7.0% | Added |
| Grove Bank & Trust | 1,540 | $352.4K | 0.04% | −279−15.3% | Reduced |
| Brighton Securities Corp. | 1,541 | $352.6K | 0.19% | −681−30.6% | Reduced |
| Aviso Wealth Management | 1,546 | $353.8K | 0.17% | +43+2.9% | Added |