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 |
|---|---|---|---|---|---|
| Stratos Wealth Advisors, LLC | 2,240 | $512.7K | 0.03% | +178+8.6% | Added |
| Canandaigua National Bank & Trust Co | 2,250 | $514.8K | 0.05% | −300−11.8% | Reduced |
| J. Safra Sarasin Holding AG | 2,250 | $514.8K | 0.01% | +1,166+107.6% | Added |
| American Institute for Advanced Investment Management, LLP | 2,250 | $514.8K | 0.36% | +125+5.9% | Added |
| STAR Financial Bank | 2,267 | $518.7K | 0.33% | −135−5.6% | Reduced |
| KMG Fiduciary Partners, LLC | 2,276 | $520.8K | 0.04% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2,286 | $523.1K | 0.12% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 2,291 | $524.2K | 0.05% | +44+2.0% | Added |
| North Dallas Bank & Trust Co | 2,296 | $525.4K | 0.40% | +2,296 | New |
| Capital Investment Advisory Services, LLC | 2,299 | $526.0K | 0.04% | −19−0.8% | Reduced |
| Clearview Wealth Advisors LLC | 2,306 | $527.7K | 0.37% | +2+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,310 | $528.7K | 0.02% | −1,009−30.4% | Reduced |
| Adell Harriman & Carpenter Inc | 2,314 | $529.5K | 0.04% | +14+0.6% | Added |
| Maia Wealth LLC | 2,316 | $529.9K | 0.10% | +975+72.7% | Added |
| Harrell Investment Partners, LLC | 2,318 | $530.4K | 0.13% | +2,318 | New |
| Trust Co | 2,320 | $530.9K | 0.06% | −81−3.4% | Reduced |
| Cardinal Point Capital Management, ULC | 2,324 | $531.8K | 0.04% | +147+6.8% | Added |
| David Loasby | 2,342 | $536.0K | 0.05% | +533+29.5% | Added |
| Formidable Asset Management, LLC | 2,317 | $536.4K | 0.09% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 2,346 | $536.8K | 0.32% | +729+45.1% | Added |
| Hudock, Inc. | 2,349 | $537.6K | 0.09% | +10.0% | Added |
| Cassaday & Co Wealth Management LLC | 2,353 | $538.4K | 0.01% | +59+2.6% | Added |
| Drake & Associates, LLC | 2,357 | $539.2K | 0.13% | +194+9.0% | Added |
| Oak Harbor Wealth Partners, LLC | 2,366 | $541.4K | 0.15% | +250+11.8% | Added |
| Am Investment Strategies LLC | 2,369 | $542.0K | 0.13% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,372 | $542.6K | 0.09% | +10.0% | Added |
| KPP Advisory Services LLC | 2,372 | $542.8K | 0.09% | −14−0.6% | Reduced |
| Element Squared LLC | 2,380 | $544.6K | 0.34% | +2,380 | New |
| Catalyst Financial Partners LLC | 2,388 | $546.4K | 0.06% | −142−5.6% | Reduced |
| Pitcairn Co | 2,392 | $547.3K | 0.04% | −316−11.7% | Reduced |
| JT Stratford LLC | 2,396 | $548.3K | 0.08% | −171−6.7% | Reduced |
| Edgestream Partners, L.P. | 2,397 | $548.5K | 0.02% | −27,826−92.1% | Reduced |
| Fosun International Ltd | 2,401 | $549.4K | 0.17% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,414 | $552.3K | 0.04% | +2+0.1% | Added |
| Primoris Wealth Advisors, LLC | 2,414 | $552.4K | 0.38% | −225−8.5% | Reduced |
| Stablepoint Partners, LLC | 2,426 | $555.1K | 0.09% | −23−0.9% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 2,451 | $558.6K | 0.38% | −36−1.4% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,442 | $558.8K | 0.09% | +2+0.1% | Added |
| Naviter Wealth, LLC | 2,445 | $559.5K | 0.07% | −175−6.7% | Reduced |
| Buska Wealth Management, LLC | 2,450 | $560.7K | 0.15% | +25+1.0% | Added |
| Clune & Associates, Ltd. | 2,458 | $562.4K | 0.15% | −2−0.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,474 | $566.1K | 0.12% | +27+1.1% | Added |
| Fukoku Mutual Life Insurance Co | 2,478 | $567.0K | 0.04% | 00.0% | Unchanged |
| Compass Capital Corp | 2,492 | $568.7K | 0.27% | +38+1.5% | Added |
| Zullo Investment Group, Inc. | 2,495 | $571.1K | 0.23% | +5+0.2% | Added |
| Latitude Advisors, LLC | 2,508 | $573.9K | 0.29% | +3+0.1% | Added |
| Jennison Associates LLC | 2,509 | $574.1K | 0.00% | −148−5.6% | Reduced |
| Thomasville National Bank | 2,513 | $575.0K | 0.04% | −763−23.3% | Reduced |
| Duncan Williams Asset Management, LLC | 2,520 | $576.6K | 0.18% | +500+24.8% | Added |
| Old Second National Bank of Aurora | 2,523 | $577.3K | 0.13% | +60+2.4% | Added |
| Weinberger Asset Management, Inc | 2,529 | $578.7K | 0.22% | −4−0.2% | Reduced |
| Per Stirling Capital Management, LLC. | 2,537 | $580.6K | 0.08% | +10.0% | Added |
| Parthenon LLC | 2,538 | $580.7K | 0.07% | +38+1.5% | Added |
| Sanders Morris Harris LLC | 2,542 | $581.7K | 0.14% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 2,546 | $582.6K | 0.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,548 | $583.1K | 0.03% | +394+18.3% | Added |
| PDS Planning, Inc | 2,551 | $583.8K | 0.04% | +350+15.9% | Added |
| Fieldview Capital Management, LLC | 2,554 | $584.4K | 0.09% | +2,554 | New |
| Tributary Capital Management, LLC | 2,565 | $586.9K | 0.05% | −50−1.9% | Reduced |
| Meridian Financial, LLC | 2,571 | $588.3K | 0.38% | −200−7.2% | Reduced |
| Alaethes Wealth LLC | 2,574 | $588.9K | 0.18% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 2,604 | $591.9K | 0.36% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,458 | $592.2K | 0.03% | +138+5.9% | Added |
| Crowley Wealth Management, Inc. | 2,590 | $592.6K | 0.54% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,591 | $593.0K | 0.09% | +52+2.0% | Added |
| Lazard Freres Gestion S.A.S. | 0 | $593.0K | 0.01% | 0 | New |
| Baker Avenue Asset Management, LP | 2,600 | $594.9K | 0.02% | −16,793−86.6% | Reduced |
| TCM Advisors, LLC | – | $594.9K | 0.50% | – | – |
| CTC Alternative Strategies, Ltd. | 2,600 | $594.9K | 0.52% | +2,600 | New |
| Ti-Trust, Inc | 2,603 | $595.6K | 0.40% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 2,614 | $598.1K | 0.06% | +10.0% | Added |
| SBI Securities Co., Ltd. | 2,618 | $599.1K | 0.02% | −196−7.0% | Reduced |
| Appleton Partners Inc | 2,632 | $602.0K | 0.04% | −190−6.7% | Reduced |
| Pure Financial Advisors, Inc. | 2,631 | $602.1K | 0.01% | +1,484+129.4% | Added |
| Modern Wealth Management, LLC | 2,634 | $602.5K | 0.01% | +502+23.5% | Added |
| Newbridge Financial Services Group, Inc. | 2,642 | $604.5K | 0.10% | −31−1.2% | Reduced |
| Kuhn & Co Investment Counsel | 2,646 | $605.5K | 0.46% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 2,647 | $605.6K | 0.18% | +2,647 | New |
| Gs Investments, Inc. | 2,650 | $606.4K | 0.27% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2,654 | $607.2K | 0.08% | −19−0.7% | Reduced |
| Fort Point Capital Partners LLC | 2,667 | $610.3K | 0.06% | +28+1.1% | Added |
| Cascades Capital Asset Management, LLC | 2,671 | $611.3K | 0.31% | +11+0.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,685 | $614.4K | 0.01% | +19+0.7% | Added |
| Eldridge Investment Advisors, Inc. | 2,687 | $614.8K | 0.13% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 2,691 | $615.8K | 0.06% | +183+7.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,726 | $623.8K | 0.06% | 00.0% | Unchanged |
| Keystone Financial Group | 2,727 | $624.0K | 0.06% | +235+9.4% | Added |
| Cahaba Wealth Management, Inc. | 2,728 | $624.2K | 0.05% | −207−7.1% | Reduced |
| Court Place Advisors, LLC | 2,731 | $624.9K | 0.20% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 2,750 | $629.3K | 0.08% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 2,764 | $632.5K | 0.18% | −136−4.7% | Reduced |
| Trustmark National Bank Trust Department | 2,790 | $638.4K | 0.04% | +1,065+61.7% | Added |
| RD Lewis Holdings, Inc. | 2,738 | $638.6K | 0.64% | −22−0.8% | Reduced |
| Vision Capital Management, Inc. | 2,802 | $641.2K | 0.08% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2,805 | $641.8K | 0.04% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,823 | $646.0K | 0.07% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,827 | $646.9K | 0.03% | +5+0.2% | Added |
| Sompo Asset Management Co., Ltd. | 2,830 | $647.6K | 0.11% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 2,833 | $648.3K | 0.07% | +10+0.4% | Added |
| Parkside Financial Bank & Trust | 2,834 | $648.5K | 0.07% | +526+22.8% | Added |