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 |
|---|---|---|---|---|---|
| Rossby Financial, LCC | 1,549 | $354.5K | 0.13% | +290+23.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,550 | $354.6K | 0.02% | +1,550 | New |
| Tilia Fiduciary Partners, Inc. | 1,555 | $355.8K | 0.22% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,555 | $356.0K | 0.25% | +35+2.3% | Added |
| McAdam, LLC | 1,562 | $357.4K | 0.02% | +80+5.4% | Added |
| WESPAC Advisors, LLC | 1,565 | $358.0K | 0.25% | +1+0.1% | Added |
| Rise Advisors, LLC | 1,567 | $358.5K | 0.14% | −124−7.3% | Reduced |
| Pinnacle Bancorp, Inc. | 1,567 | $358.6K | 0.11% | −145−8.5% | Reduced |
| PBMares Wealth Management LLC | 1,568 | $358.9K | 0.07% | +1+0.1% | Added |
| Silver Coast Investments LLC | 1,569 | $359.0K | 0.13% | +110+7.5% | Added |
| Kames Capital plc | 1,574 | $360.1K | 0.00% | +1,574 | New |
| LWM Advisory Services, LLC | 1,575 | $360.4K | 0.25% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,577 | $360.8K | 0.05% | −18−1.1% | Reduced |
| JFS Wealth Advisors, LLC | 1,580 | $361.4K | 0.02% | +1,001+172.9% | Added |
| Manchester Capital Management LLC | 1,581 | $361.8K | 0.05% | +31+2.0% | Added |
| AlphaStar Capital Management, LLC | 1,582 | $362.0K | 0.03% | +156+10.9% | Added |
| Capital Advisors Wealth Management, LLC | 1,582 | $362.0K | 0.06% | −367−18.8% | Reduced |
| Dana Investment Advisors, Inc. | 1,585 | $362.7K | 0.01% | −342−17.7% | Reduced |
| R Squared Ltd | 1,587 | $363.1K | 0.20% | +307+24.0% | Added |
| Moss Adams Wealth Advisors LLC | 1,590 | $363.8K | 0.03% | +80+5.3% | Added |
| First United Bank Trust | 1,592 | $364.3K | 0.13% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 1,600 | $366.1K | 0.06% | +1,600 | New |
| Novem Group | 1,600 | $366.2K | 0.05% | −28−1.7% | Reduced |
| D'Orazio & Associates, Inc. | 1,601 | $366.3K | 0.05% | +39+2.5% | Added |
| Blossom Wealth Management | 1,602 | $366.6K | 0.65% | +60+3.9% | Added |
| Bannerman Wealth Management Group, LLC | 1,602 | $366.6K | 0.28% | +40+2.6% | Added |
| D.B. Root & Company, LLC | 1,603 | $367.0K | 0.11% | +47+3.0% | Added |
| Auxier Asset Management | 1,607 | $367.7K | 0.05% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,607 | $367.8K | 0.04% | 00.0% | Unchanged |
| World Equity Group, Inc. | 1,609 | $368.1K | 0.10% | −1,874−53.8% | Reduced |
| Zhang Financial LLC | 1,610 | $368.3K | 0.02% | +208+14.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,609 | $368.3K | 0.01% | +106+7.1% | Added |
| Wetzel Investment Advisors, Inc. | 1,611 | $368.6K | 0.17% | −56−3.4% | Reduced |
| Perennial Investment Advisors, LLC | 1,612 | $369.1K | 0.04% | +41+2.6% | Added |
| Allen Wealth Management, LLC | 1,626 | $372.1K | 0.26% | 00.0% | Unchanged |
| Rockland Trust Co | 1,631 | $373.2K | 0.02% | −30−1.8% | Reduced |
| Stockman Wealth Management, Inc. | 1,631 | $373.2K | 0.05% | 00.0% | Unchanged |
| Gibbs Wealth Management | 1,636 | $374.4K | 0.07% | +132+8.8% | Added |
| Investment Advisory Group, LLC | 1,642 | $375.7K | 0.11% | +1+0.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,643 | $375.9K | 0.13% | +134+8.9% | Added |
| San Luis Wealth Advisors LLC | 1,645 | $376.0K | 0.08% | +3+0.2% | Added |
| Cheviot Value Management, LLC | 1,602 | $376.6K | 0.04% | +365+29.5% | Added |
| Flputnam Investment Management Co | 1,648 | $377.1K | 0.01% | +149+9.9% | Added |
| Cannon Wealth Management Services, LLC | 1,650 | $377.6K | 0.31% | −490−22.9% | Reduced |
| Cidel Asset Management Inc | 1,650 | $377.6K | 0.02% | +53+3.3% | Added |
| Bragg Financial Advisors, Inc | 1,651 | $377.8K | 0.01% | +5+0.3% | Added |
| 3Chopt Investment Partners, LLC | 1,652 | $378.0K | 0.09% | +84+5.4% | Added |
| Leelyn Smith, LLC | 1,653 | $378.2K | 0.06% | +1+0.1% | Added |
| Amplius Wealth Advisors, LLC | 1,655 | $378.7K | 0.04% | −2−0.1% | Reduced |
| Wealth Architects, LLC | 1,659 | $379.6K | 0.04% | −25−1.5% | Reduced |
| Rossmore Private Capital | 1,660 | $379.9K | 0.04% | −121−6.8% | Reduced |
| Legacy Financial Advisors, Inc. | 1,666 | $381.2K | 0.06% | −16−1.0% | Reduced |
| Lavaca Capital LLC | 1,670 | $382.1K | 0.16% | +5+0.3% | Added |
| Wimmer Associates 1, LLC | 1,675 | $383.3K | 0.20% | 00.0% | Unchanged |
| Foster Group, Inc. | 1,676 | $383.4K | 0.01% | +132+8.5% | Added |
| Putney Financial Group LLC | 1,677 | $383.7K | 0.39% | −140−7.7% | Reduced |
| Archford Capital Strategies, LLC | 1,677 | $383.8K | 0.05% | +3+0.2% | Added |
| Calton & Associates, Inc. | 1,680 | $384.4K | 0.07% | +1,680 | New |
| Total Clarity Wealth Management, Inc. | 1,681 | $384.6K | 0.11% | +298+21.5% | Added |
| Prairie Wealth Advisors, Inc. | 1,684 | $385.3K | 0.16% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,684 | $385.3K | 0.02% | +98+6.2% | Added |
| Plancorp, LLC | 1,684 | $385.3K | 0.01% | +112+7.1% | Added |
| Sterling Investment Advisors, Ltd. | 1,686 | $385.9K | 0.08% | −74−4.2% | Reduced |
| Camden Capital, LLC | 1,689 | $386.5K | 0.04% | −8−0.5% | Reduced |
| Southland Equity Partners LLC | 1,692 | $387.2K | 0.08% | −71−4.0% | Reduced |
| Advisory Resource Group | 1,693 | $387.5K | 0.07% | +1+0.1% | Added |
| Bank of Stockton | 1,696 | $388.1K | 0.12% | −5−0.3% | Reduced |
| Biltmore Family Office, LLC | 1,700 | $388.9K | 0.07% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 1,703 | $389.7K | 0.03% | −615−26.5% | Reduced |
| Hager Investment Management Services, LLC | 1,704 | $389.9K | 0.23% | +39+2.3% | Added |
| Truvestments Capital LLC | 1,708 | $390.9K | 0.08% | −9−0.5% | Reduced |
| O'Rourke & Company, Inc | 1,710 | $391.2K | 0.18% | −22−1.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,712 | $391.8K | 0.19% | +100+6.2% | Added |
| Baader Bank INC | 1,797 | $391.9K | 0.03% | +549+44.0% | Added |
| Meridian Wealth Advisors, LLC | 1,713 | $391.9K | 0.06% | +2+0.1% | Added |
| Inspirion Wealth Advisors, LLC | 1,713 | $392.0K | 0.05% | +6+0.4% | Added |
| Pacitti Group Inc. | 1,721 | $393.7K | 0.17% | −33−1.9% | Reduced |
| Forest Hill Capital, LLC | 1,730 | $395.9K | 0.28% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,732 | $396.3K | 0.01% | +85+5.2% | Added |
| Heritage Trust Co | 1,734 | $396.8K | 0.05% | −74−4.1% | Reduced |
| Yarbrough Capital, LLC | 1,735 | $397.0K | 0.01% | 00.0% | Unchanged |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 1,700 | $397.9K | 0.29% | +1,700 | New |
| DRW Securities, LLC | 1,763 | $398.1K | 0.03% | +1,763 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,741 | $398.4K | 0.05% | −141−7.5% | Reduced |
| NBT Bank N A | 1,742 | $398.6K | 0.03% | −150−7.9% | Reduced |
| First County Bank | 1,744 | $399.1K | 0.21% | +602+52.7% | Added |
| Relyea Zuckerberg Hanson LLC | 1,749 | $400.1K | 0.05% | +71+4.2% | Added |
| First Business Financial Services, Inc. | 1,759 | $402.5K | 0.04% | 00.0% | Unchanged |
| Philadelphia Trust Co | 1,775 | $406.0K | 0.03% | 00.0% | Unchanged |
| American Trust | 1,779 | $407.1K | 0.04% | +1,779 | New |
| Soundwatch Capital LLC | 411,004 | $407.4K | 0.09% | +411,004 | New |
| Personal Cfo Solutions, LLC | 1,792 | $410.0K | 0.08% | +101+6.0% | Added |
| Partners Capital Investment Group, LLP | 1,795 | $410.7K | 0.02% | +1,795 | New |
| MBA Advisors LLC | 1,796 | $411.0K | 0.19% | +36+2.0% | Added |
| Exchange Traded Concepts, LLC | 1,797 | $411.2K | 0.01% | +595+49.5% | Added |
| Severin Investments, LLC | 1,798 | $411.3K | 0.39% | +116+6.9% | Added |
| Azimuth Capital Investment Management LLC | 1,800 | $411.9K | 0.02% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,802 | $412.3K | 0.07% | +94+5.5% | Added |
| Prestige Wealth Management Group LLC | 1,807 | $413.5K | 0.08% | +444+32.6% | Added |
| Trust Co of the South | 1,815 | $415.3K | 0.07% | +75+4.3% | Added |