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 |
|---|---|---|---|---|---|
| First Western Trust Bank | 1,826 | $417.8K | 0.02% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,835 | $419.9K | 0.07% | +82+4.7% | Added |
| SkyOak Wealth, LLC | 1,836 | $420.1K | 0.08% | −82−4.3% | Reduced |
| Resolute Wealth Strategies, LLC | 1,856 | $424.8K | 0.23% | −5−0.3% | Reduced |
| Heritage Wealth Advisors | 1,858 | $425.1K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,862 | $426.2K | 0.23% | +12+0.6% | Added |
| George Kaiser Family Foundation | 1,865 | $426.7K | 0.06% | +567+43.7% | Added |
| bLong Financial, LLC | 1,871 | $428.1K | 0.33% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,877 | $429.5K | 0.11% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,878 | $429.7K | 0.15% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 1,883 | $431.0K | 0.62% | 00.0% | Unchanged |
| City State Bank | 1,884 | $431.1K | 0.14% | −4−0.2% | Reduced |
| Flagship Wealth Advisors, LLC | 1,886 | $431.4K | 0.16% | +3+0.2% | Added |
| Alpha Cubed Investments, LLC | 1,895 | $433.6K | 0.02% | +167+9.7% | Added |
| Cypress Wealth Services, LLC | 1,897 | $434.1K | 0.08% | +39+2.1% | Added |
| Spirit of America Management Corp | 1,900 | $434.8K | 0.09% | +400+26.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,904 | $435.7K | 0.05% | −25−1.3% | Reduced |
| XY Planning Network, Inc. | 1,910 | $437.0K | 0.15% | +1,910 | New |
| Aspiriant, LLC | 1,911 | $437.3K | 0.01% | −7−0.4% | Reduced |
| Values First Advisors, Inc. | 1,915 | $438.3K | 0.24% | −22−1.1% | Reduced |
| NFP Retirement, Inc. | 1,917 | $438.7K | 0.03% | +10+0.5% | Added |
| Stokes Family Office, LLC | 1,921 | $439.6K | 0.05% | +52+2.8% | Added |
| Private Capital Management, LLC | 1,925 | $440.4K | 0.04% | −186−8.8% | Reduced |
| Quaker Wealth Management, LLC | 1,925 | $440.4K | 0.15% | +1,925 | New |
| Synergy Financial Group, LTD | 1,926 | $440.6K | 0.32% | −50−2.5% | Reduced |
| Diligent Investors, LLC | 1,932 | $442.0K | 0.10% | +5+0.3% | Added |
| Independent Solutions Wealth Management, LLC | 1,939 | $443.8K | 0.09% | +91+4.9% | Added |
| Miller Financial Services LLC | 1,946 | $445.2K | 0.57% | +2+0.1% | Added |
| New Hampshire Trust | 1,950 | $446.2K | 0.09% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 1,952 | $446.7K | 0.03% | −14−0.7% | Reduced |
| Old West Investment Management, LLC | 1,952 | $446.7K | 0.15% | 00.0% | Unchanged |
| Ledyard National Bank | 1,954 | $447.1K | 0.04% | +100+5.4% | Added |
| Red Wave Investments LLC | 1,956 | $447.5K | 0.15% | +12+0.6% | Added |
| Balboa Wealth Partners | 1,957 | $447.9K | 0.09% | +726+59.0% | Added |
| PFG Advisors | 1,961 | $448.6K | 0.02% | +397+25.4% | Added |
| Petix & Botte Co | 1,964 | $449.4K | 0.11% | +42+2.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,968 | $450.0K | 0.14% | −22−1.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,967 | $450.1K | 0.10% | +54+2.8% | Added |
| Lakeshore Financial Planning, Inc. | 1,969 | $450.5K | 0.18% | +2+0.1% | Added |
| HORAN Wealth, LLC | 1,971 | $451.0K | 0.14% | +1,971 | New |
| Eubel Brady & Suttman Asset Management Inc | 1,974 | $452.0K | 0.06% | +3+0.2% | Added |
| Baker Boyer National Bank | 1,979 | $452.8K | 0.16% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,983 | $453.8K | 0.04% | 00.0% | Unchanged |
| Notis-McConarty Edward | 1,990 | $455.4K | 0.22% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 1,990 | $455.4K | 0.12% | −19−0.9% | Reduced |
| St Germain D J Co Inc | 1,995 | $456.5K | 0.02% | +300+17.7% | Added |
| Compton Wealth Advisory Group, LLC | 1,995 | $456.6K | 0.12% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 1,995 | $456.6K | 0.22% | −69−3.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 1,996 | $456.7K | 0.08% | −473−19.2% | Reduced |
| Crawford Investment Counsel Inc | 1,997 | $456.9K | 0.01% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 2,000 | $457.6K | 0.02% | −8,474−80.9% | Reduced |
| Johnson Bixby & Associates, LLC | 2,000 | $457.6K | 0.06% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 2,000 | $457.6K | 0.34% | +2,000 | New |
| Advyzon Investment Management, LLC | 2,009 | $459.7K | 0.10% | +80+4.1% | Added |
| Johnson Financial Group, Inc. | 2,013 | $460.6K | 0.02% | −2,331−53.7% | Reduced |
| Allegheny Financial Group LTD | 2,021 | $462.5K | 0.10% | +7+0.3% | Added |
| ICONIQ Capital, LLC | 2,037 | $466.1K | 0.01% | +23+1.1% | Added |
| Smithfield Trust Co | 2,040 | $467.0K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2,043 | $467.0K | 0.32% | +116+6.0% | Added |
| Courier Capital LLC | 2,047 | $468.4K | 0.03% | +14+0.7% | Added |
| Beck Mack & Oliver LLC | 2,048 | $468.6K | 0.01% | 00.0% | Unchanged |
| Corient IA LLC | 2,050 | $469.1K | 0.28% | −700−25.5% | Reduced |
| Baring Financial LLC | 2,050 | $469.1K | 0.35% | +54+2.7% | Added |
| GTS Securities LLC | 2,055 | $470.2K | 0.02% | +882+75.2% | Added |
| Arlington Trust Co LLC | 2,060 | $471.4K | 0.09% | +22+1.1% | Added |
| Wealth Management Partners, LLC | 2,081 | $472.2K | 0.17% | +26+1.3% | Added |
| Beese Fulmer Investment Management, Inc. | 2,064 | $472.2K | 0.04% | +429+26.2% | Added |
| LRI Investments, LLC | 2,073 | $474.3K | 0.04% | +100+5.1% | Added |
| Capital Advisors, Ltd. LLC | 2,079 | $476.0K | 0.06% | +10.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,085 | $477.1K | 0.13% | −113−5.1% | Reduced |
| Leo Wealth, LLC | 2,090 | $478.2K | 0.04% | +1,151+122.6% | Added |
| Jeppson Wealth Management, LLC | 2,092 | $478.7K | 0.17% | −785−27.3% | Reduced |
| Merrion Investment Management Co, LLC | 2,100 | $480.5K | 0.31% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 2,109 | $482.6K | 0.42% | +107+5.3% | Added |
| Quarry LP | 2,113 | $483.5K | 0.11% | +1,640+346.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,120 | $485.1K | 0.05% | +361+20.5% | Added |
| Ocean Capital Management, LLC | 2,125 | $486.1K | 0.11% | +3+0.1% | Added |
| Peoples Financial Services Corp. | 2,139 | $489.4K | 0.24% | −743−25.8% | Reduced |
| Capital Management Associates, Inc | 2,144 | $490.6K | 0.16% | −2,150−50.1% | Reduced |
| Tyche Wealth Partners LLC | 2,149 | $491.7K | 0.10% | +10.0% | Added |
| Sawgrass Asset Management LLC | 2,155 | $493.1K | 0.06% | +217+11.2% | Added |
| Canopy Partners, LLC | 2,156 | $493.3K | 0.18% | +23+1.1% | Added |
| MPS Loria Financial Planners, LLC | 2,157 | $493.6K | 0.15% | −10−0.5% | Reduced |
| Viawealth, LLC | 2,161 | $494.5K | 0.29% | −104−4.6% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,164 | $495.2K | 0.18% | −48−2.2% | Reduced |
| VSM Wealth Advisory, LLC | 2,167 | $495.9K | 0.16% | −8−0.4% | Reduced |
| Tradition Wealth Management, LLC | 2,168 | $496.1K | 0.04% | +10.0% | Added |
| Nautilus Advisors LLC | 2,175 | $497.7K | 0.37% | −5−0.2% | Reduced |
| Holderness Investments Co | 2,176 | $497.9K | 0.11% | −5−0.2% | Reduced |
| CVA Family Office, LLC | 2,178 | $498.4K | 0.07% | +23+1.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,178 | $498.4K | 0.16% | −121−5.3% | Reduced |
| SlateStone Wealth, LLC | 2,180 | $499.0K | 0.05% | −100−4.4% | Reduced |
| Patron Partners Advisors, LLC | 2,194 | $502.1K | 0.25% | −20−0.9% | Reduced |
| Proficio Capital Partners LLC | 2,206 | $504.7K | 0.03% | +745+51.0% | Added |
| Ethos Financial Group, LLC | 2,220 | $508.0K | 0.04% | +14+0.6% | Added |
| Stevens Capital Management LP | 2,219 | $508.0K | 0.14% | +68+3.2% | Added |
| Lewis Asset Management, LLC | 2,221 | $508.3K | 0.24% | +2,221 | New |
| Prasad Wealth Partners, LLC | 2,234 | $511.1K | 0.15% | −30−1.3% | Reduced |
| Geneva Partners, LLC | 2,234 | $511.2K | 0.20% | +95+4.4% | Added |
| Southeast Asset Advisors Inc. | 2,235 | $511.4K | 0.06% | 00.0% | Unchanged |