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; 2,379 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 | 2,379 | $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 |
|---|---|---|---|---|---|
| RFG - Bristol Wealth Advisors, LLC | 6,353 | $1.45M | 0.45% | +1,306+25.9% | Added |
| Richards, Merrill & Peterson, Inc. | 6,349 | $1.45M | 0.69% | +179+2.9% | Added |
| Oddo BHF Asset Management SAS | 6,340 | $1.45M | 0.06% | −23,323−78.6% | Reduced |
| Stiles Financial Services Inc | 6,302 | $1.44M | 0.50% | −433−6.4% | Reduced |
| Fjell Capital, LLC | 6,290 | $1.44M | 1.33% | +126+2.0% | Added |
| McDaniel Terry & Co | 6,275 | $1.44M | 0.12% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 6,271 | $1.44M | 0.10% | −3,377−35.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,268 | $1.43M | 0.09% | −101−1.6% | Reduced |
| Fca Corp | 6,259 | $1.43M | 0.43% | +225+3.7% | Added |
| WD Rutherford LLC | 6,248 | $1.43M | 0.66% | +147+2.4% | Added |
| Moneta Group Investment Advisors LLC | 6,244 | $1.43M | 0.02% | +622+11.1% | Added |
| Counterweight Ventures, LLC | 6,237 | $1.43M | 0.93% | +75+1.2% | Added |
| Wedmont Private Capital | 6,295 | $1.42M | 0.06% | +78+1.3% | Added |
| TD Private Client Wealth LLC | 6,209 | $1.42M | 0.03% | −913−12.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,195 | $1.42M | 0.06% | +170+2.8% | Added |
| Baker Ellis Asset Management LLC | 6,186 | $1.42M | 0.19% | −100−1.6% | Reduced |
| Checchi Capital Advisers, LLC | 6,185 | $1.42M | 0.10% | −471−7.1% | Reduced |
| Equitable Trust Co | 6,118 | $1.40M | 0.07% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,101 | $1.40M | 0.06% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 6,095 | $1.39M | 0.07% | −370−5.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,077 | $1.39M | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 6,068 | $1.39M | 0.04% | +149+2.5% | Added |
| Silver Oak Securities, Inc | 6,057 | $1.39M | 0.12% | −2,593−30.0% | Reduced |
| Wedgewood Investors Inc | 6,045 | $1.38M | 1.59% | −5−0.1% | Reduced |
| Venture Visionary Partners LLC | 6,037 | $1.38M | 0.05% | −37−0.6% | Reduced |
| Commonwealth Retirement Investments LLC | 6,037 | $1.38M | 0.53% | −251−4.0% | Reduced |
| Foundations Investment Advisors, LLC | 6,032 | $1.38M | 0.02% | +1,825+43.4% | Added |
| Trium Capital LLP | 6,030 | $1.38M | 0.34% | −1,992−24.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,011 | $1.38M | 0.16% | −170−2.8% | Reduced |
| New England Research & Management, Inc. | 5,985 | $1.37M | 0.65% | −878−12.8% | Reduced |
| Rehmann Capital Advisory Group | 5,977 | $1.37M | 0.08% | +253+4.4% | Added |
| Daymark Wealth Partners, LLC | 5,976 | $1.37M | 0.05% | +274+4.8% | Added |
| Wolverine Trading, LLC | 5,990 | $1.37M | 0.03% | +5,990 | New |
| USA Financial Portformulas Corp | 5,973 | $1.37M | 0.23% | +4,679+361.6% | Added |
| Boyar Asset Management Inc. | 5,911 | $1.35M | 0.89% | −150−2.5% | Reduced |
| Chicago Trust Co NA | 5,862 | $1.34M | 0.19% | +1,710+41.2% | Added |
| InTrack Investment Management Inc | 5,856 | $1.34M | 0.90% | +49+0.8% | Added |
| Saturna Capital CORP | 5,851 | $1.34M | 0.02% | +3,900+199.9% | Added |
| OneAscent Financial Services LLC | 5,822 | $1.33M | 0.10% | +430+8.0% | Added |
| Capital Planning LLC | 5,800 | $1.33M | 0.42% | 00.0% | Unchanged |
| PFG Investments, LLC | 5,788 | $1.32M | 0.08% | −40−0.7% | Reduced |
| Diversified Trust Co | 5,783 | $1.32M | 0.03% | +198+3.5% | Added |
| Canada Post Corp Registered Pension Plan | 5,778 | $1.32M | 0.08% | +5,778 | New |
| Cobblestone Capital Advisors LLC | 5,771 | $1.32M | 0.07% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 6,104 | $1.32M | 0.17% | +6,104 | New |
| Motiv8 Investments LLC | 5,761 | $1.32M | 0.81% | +640+12.5% | Added |
| Quadcap Wealth Management, LLC | 5,761 | $1.32M | 0.17% | +10+0.2% | Added |
| Corundum Group, Inc. | 5,752 | $1.32M | 0.58% | +35+0.6% | Added |
| Advisory Alpha, LLC | 5,745 | $1.31M | 0.04% | +31+0.5% | Added |
| Westover Capital Advisors, LLC | 5,739 | $1.31M | 0.26% | −170−2.9% | Reduced |
| Veracity Capital LLC | 5,716 | $1.31M | 0.45% | +22+0.4% | Added |
| Two Sigma Securities, LLC | 5,704 | $1.31M | 0.16% | +3,547+164.4% | Added |
| BayBridge Capital Group, LLC | 5,688 | $1.30M | 0.84% | −278−4.7% | Reduced |
| Okabena Investment Services Inc | 5,677 | $1.30M | 0.29% | 00.0% | Unchanged |
| Guerra Advisors Inc | 5,666 | $1.30M | 0.61% | +991+21.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,582 | $1.29M | 0.72% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 5,642 | $1.29M | 0.08% | +1,235+28.0% | Added |
| Financial Advisory Service, Inc. | 5,627 | $1.29M | 0.10% | +11+0.2% | Added |
| MTM Investment Management, LLC | 5,620 | $1.29M | 0.43% | +3+0.1% | Added |
| Monument Capital Management | 5,593 | $1.28M | 0.33% | +145+2.7% | Added |
| Detalus Advisors, LLC | 5,581 | $1.28M | 0.37% | −71−1.3% | Reduced |
| Advisor OS, LLC | 5,573 | $1.28M | 0.13% | +494+9.7% | Added |
| Addison Capital Co | 5,550 | $1.27M | 0.44% | +83+1.5% | Added |
| Mount Yale Investment Advisors, LLC | 5,534 | $1.27M | 0.10% | +3,212+138.3% | Added |
| AAFMAA Wealth Management & Trust LLC | 5,521 | $1.26M | 0.52% | +5,521 | New |
| Stance Capital LLC | 5,502 | $1.26M | 0.47% | +5,502 | New |
| Change Path, LLC | 5,501 | $1.26M | 0.03% | +746+15.7% | Added |
| Qtron Investments LLC | 5,498 | $1.26M | 0.16% | −1,265−18.7% | Reduced |
| Hartford Financial Management Inc. | 5,489 | $1.26M | 0.34% | −30,097−84.6% | Reduced |
| Laffer Tengler Investments | 5,488 | $1.26M | 0.22% | +4,442+424.7% | Added |
| Piscataqua Savings Bank | 5,480 | $1.25M | 1.05% | −28−0.5% | Reduced |
| Callahan Advisors, LLC | 5,475 | $1.25M | 0.11% | +35+0.6% | Added |
| Pekin Hardy Strauss, Inc. | 5,472 | $1.25M | 0.14% | −290−5.0% | Reduced |
| CWA Asset Management Group, LLC | 5,418 | $1.24M | 0.05% | −273−4.8% | Reduced |
| Cito Capital Group, LLC | 5,351 | $1.22M | 0.43% | +1,000+23.0% | Added |
| Valmark Advisers, Inc. | 5,337 | $1.22M | 0.02% | +52+1.0% | Added |
| Rogco, LP | 5,318 | $1.22M | 0.46% | −426−7.4% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 5,301 | $1.21M | 0.75% | −60−1.1% | Reduced |
| Angeles Wealth Management, LLC | 5,292 | $1.21M | 0.08% | +1,379+35.2% | Added |
| JSF Financial, LLC | 5,229 | $1.20M | 0.28% | +509+10.8% | Added |
| Heritage Wealth Management, Inc. | 5,162 | $1.18M | 0.38% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 5,158 | $1.18M | 0.35% | 00.0% | Unchanged |
| Spire Wealth Management | 5,144 | $1.18M | 0.04% | −2,868−35.8% | Reduced |
| Skopos Labs, Inc. | 5,140 | $1.18M | 0.15% | +1,434+38.7% | Added |
| National Asset Management, Inc. | 5,133 | $1.17M | 0.06% | −19,634−79.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,099 | $1.17M | 0.53% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 5,089 | $1.16M | 0.06% | +49+1.0% | Added |
| TCG Advisory Services, LLC | 5,057 | $1.16M | 0.04% | +682+15.6% | Added |
| Leigh Baldwin & Co., LLC | 5,040 | $1.15M | 0.76% | −25−0.5% | Reduced |
| Mayflower Financial Advisors, LLC | 5,032 | $1.15M | 0.16% | −74−1.4% | Reduced |
| Retirement Guys Formula LLC | 5,003 | $1.14M | 0.43% | +396+8.6% | Added |
| Barbara Oil Co. | 5,000 | $1.14M | 0.45% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 4,952 | $1.13M | 0.11% | +37+0.8% | Added |
| Silvercrest Asset Management Group LLC | 4,940 | $1.13M | 0.01% | +381+8.4% | Added |
| Comprehensive Financial Planning, Inc. | 4,912 | $1.12M | 0.88% | +286+6.2% | Added |
| Fulton Bank, N.A. | 4,904 | $1.12M | 0.04% | −29−0.6% | Reduced |
| Rexford Capital Inc | 4,898 | $1.12M | 0.93% | +4,898 | New |
| MWA Asset Management | 4,889 | $1.12M | 0.68% | +139+2.9% | Added |
| Lebenthal Global Advisors, LLC | 4,879 | $1.12M | 0.21% | −104−2.1% | Reduced |
| Catalyst Capital Advisors LLC | 4,878 | $1.12M | 0.02% | −74−1.5% | Reduced |