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 |
|---|---|---|---|---|---|
| Cassia Capital Partners, LLC | 4,866 | $1.11M | 0.67% | −77−1.6% | Reduced |
| High Net Worth Advisory Group LLC | 4,860 | $1.11M | 0.29% | +13+0.3% | Added |
| Magnus Financial Group LLC | 4,847 | $1.11M | 0.10% | +177+3.8% | Added |
| XML Financial, LLC | 4,835 | $1.11M | 0.10% | −193−3.8% | Reduced |
| FourThought Financial Partners, LLC | 4,833 | $1.11M | 0.11% | +63+1.3% | Added |
| Signal Advisors Wealth, LLC | 4,823 | $1.10M | 0.09% | −1,558−24.4% | Reduced |
| Founders Financial Alliance, LLC | 4,809 | $1.10M | 0.25% | −176−3.5% | Reduced |
| Avestar Capital, LLC | 4,805 | $1.10M | 0.08% | +518+12.1% | Added |
| Community Bank, N.A. | 4,782 | $1.09M | 0.14% | +255+5.6% | Added |
| Impact Investors, Inc | 4,781 | $1.09M | 0.77% | +477+11.1% | Added |
| Moseley Investment Management Inc | 4,779 | $1.09M | 0.38% | +3,368+238.7% | Added |
| Milestone Asset Management, LLC | 4,721 | $1.08M | 0.23% | −131−2.7% | Reduced |
| Mainsail Financial Group, LLC | 4,757 | $1.07M | 0.50% | +53+1.1% | Added |
| IVC Wealth Advisors LLC | 4,689 | $1.07M | 0.52% | +75+1.6% | Added |
| TownSquare Capital, LLC | 4,680 | $1.07M | 0.10% | −31,731−87.1% | Reduced |
| Fidelis Capital Partners, LLC | 4,619 | $1.07M | 0.10% | +24+0.5% | Added |
| Profund Advisors LLC | 4,671 | $1.07M | 0.04% | +848+22.2% | Added |
| Simplex Trading, LLC | 4,659 | $1.07M | 0.03% | +4,659 | New |
| NBC Securities, Inc. | 4,658 | $1.06M | 0.09% | +96+2.1% | Added |
| Phoenix Holdings Ltd. | 4,657 | $1.06M | 0.01% | +2,858+158.9% | Added |
| Journey Strategic Wealth LLC | 4,650 | $1.06M | 0.03% | +1,128+32.0% | Added |
| Smith, Moore & Co. | 4,646 | $1.06M | 0.09% | +567+13.9% | Added |
| Titleist Asset Management, LLC | 4,599 | $1.05M | 0.10% | −5,151−52.8% | Reduced |
| Syon Capital LLC | 4,560 | $1.04M | 0.07% | +201+4.6% | Added |
| J. W. Coons Advisors, LLC | 4,550 | $1.04M | 0.24% | 00.0% | Unchanged |
| Vancity Investment Management Ltd | 4,538 | $1.04M | 0.13% | +407+9.9% | Added |
| Foguth Wealth Management, LLC. | 4,525 | $1.04M | 0.22% | −47−1.0% | Reduced |
| Scientech Research LLC | 4,482 | $1.03M | 0.25% | +4,482 | New |
| Sculati Wealth Management, LLC | 4,463 | $1.02M | 0.38% | +2,672+149.2% | Added |
| BOK Financial Private Wealth, Inc. | 4,455 | $1.02M | 0.07% | −57−1.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 4,406 | $1.02M | 0.29% | −9−0.2% | Reduced |
| Hudson Bay Capital Management LP | 4,424 | $1.01M | 0.01% | +4,424 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 4,419 | $1.01M | 0.08% | +51+1.2% | Added |
| Secure Asset Management, LLC | 4,414 | $1.01M | 0.19% | −146−3.2% | Reduced |
| Terry L. Blaker | 4,401 | $1.01M | 0.04% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 4,390 | $1.00M | 0.55% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 4,384 | $1.00M | 0.16% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 4,376 | $1.00M | 0.05% | −214−4.7% | Reduced |
| Bank of Jackson Hole Trust | 4,370 | $999.9K | 0.57% | +362+9.0% | Added |
| Country Club Bank | 4,377 | $999.1K | 0.06% | −249−5.4% | Reduced |
| Adviser Investments LLC | 4,365 | $998.8K | 0.01% | −195−4.3% | Reduced |
| Linscomb & Williams, Inc. | 4,362 | $998.1K | 0.05% | −43−1.0% | Reduced |
| MONECO Advisors, LLC | 4,354 | $996.3K | 0.09% | −270−5.8% | Reduced |
| Catalytic Wealth RIA, LLC | 4,348 | $994.9K | 0.08% | +1,872+75.6% | Added |
| Laurion Capital Management LP | 4,319 | $988.3K | 0.11% | +4,319 | New |
| Cypress Asset Management Inc | 4,306 | $985.3K | 0.24% | 00.0% | Unchanged |
| Robbins Farley LLC | 4,303 | $984.6K | 0.46% | +117+2.8% | Added |
| Knuff & Co LLC | 4,289 | $981.4K | 0.31% | +2,126+98.3% | Added |
| Cornerstone Wealth Management, LLC | 4,270 | $976.9K | 0.06% | +947+28.5% | Added |
| Peachtree Investment Partners, LLC | 4,268 | $976.5K | 0.37% | +2,539+146.8% | Added |
| Burney Co | 4,265 | $975.9K | 0.03% | +164+4.0% | Added |
| MMBG Investment Advisors Co. | 4,260 | $974.8K | 0.10% | 00.0% | Unchanged |
| Allen Investment Management LLC | 4,250 | $972.5K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,246 | $972.0K | 0.07% | +79+1.9% | Added |
| Jacksonville Wealth Management, LLC | 4,240 | $970.1K | 0.78% | +6+0.1% | Added |
| SkyView Investment Advisors, LLC | 4,233 | $966.0K | 0.14% | +105+2.5% | Added |
| Buckley Wealth Management, LLC | 4,184 | $957.4K | 0.29% | +1,087+35.1% | Added |
| Friedenthal Financial | 4,184 | $957.4K | 0.52% | +4,184 | New |
| Logan Capital Management Inc | 4,176 | $955.5K | 0.04% | +10.0% | Added |
| Verus Capital Partners, LLC | 4,160 | $951.9K | 0.08% | +173+4.3% | Added |
| NCP Inc. | 4,152 | $950.1K | 0.90% | −409−9.0% | Reduced |
| Curated Wealth Partners LLC | 4,147 | $948.9K | 0.11% | −52−1.2% | Reduced |
| Dempze Nancy E | 4,142 | $947.8K | 0.55% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,121 | $943.0K | 0.03% | +1,921+87.3% | Added |
| Harbour Trust & Investment Management Co | 4,120 | $942.7K | 0.10% | +45+1.1% | Added |
| McDonald Partners LLC | 4,116 | $942.2K | 0.23% | +10.0% | Added |
| MRP Capital Investments, LLC | 4,115 | $941.7K | 0.65% | −225−5.2% | Reduced |
| Capital Analysts, LLC | 4,101 | $938.0K | 0.03% | +246+6.4% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,090 | $935.9K | 0.08% | 00.0% | Unchanged |
| Waverton Investment Management Ltd | 4,073 | $932.0K | 0.01% | +309+8.2% | Added |
| Kennedy Investment Group | 4,071 | $931.5K | 0.40% | −20.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,060 | $929.0K | 0.13% | +2,446+151.5% | Added |
| Frank, Rimerman Advisors LLC | 4,044 | $925.3K | 0.06% | +946+30.5% | Added |
| Wolff Wiese Magana LLC | 4,027 | $921.5K | 0.57% | +329+8.9% | Added |
| Transcend Wealth Collective, LLC | 4,021 | $920.1K | 0.07% | −510−11.3% | Reduced |
| GM Advisory Group, Inc. | 4,005 | $916.3K | 0.05% | +2,491+164.5% | Added |
| V-Square Quantitative Management LLC | 4,002 | $915.7K | 0.12% | −1,778−30.8% | Reduced |
| Rithm Capital Corp. | 4,000 | $915.3K | 1.83% | −1,000−20.0% | Reduced |
| Financial Advocates Investment Management | 3,999 | $915.2K | 0.07% | −286−6.7% | Reduced |
| Choate Investment Advisors | 3,999 | $915.1K | 0.02% | −22−0.5% | Reduced |
| Kozak & Associates, Inc. | 4,052 | $914.7K | 0.19% | +3,940+3,517.9% | Added |
| Aberdeen Wealth Management LLC | 3,975 | $909.6K | 0.60% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 3,964 | $907.0K | 0.06% | +830+26.5% | Added |
| Chapman Financial Group, LLC | 3,963 | $906.8K | 0.77% | +3,963 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,956 | $905.3K | 0.02% | −243−5.8% | Reduced |
| RMB Capital Management, LLC | 3,944 | $902.4K | 0.02% | +3,944 | New |
| Bank Ozk | 3,941 | $901.8K | 0.35% | −115−2.8% | Reduced |
| Creekmur Asset Management LLC | 3,938 | $901.0K | 0.16% | +446+12.8% | Added |
| EverSource Wealth Advisors, LLC | 3,934 | $900.2K | 0.04% | +185+4.9% | Added |
| SOL Capital Management CO | 3,935 | $900.0K | 0.09% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 3,931 | $899.5K | 0.46% | +140+3.7% | Added |
| Alamea Verwaltungs GmbH | 3,917 | $896.3K | 0.67% | +670+20.6% | Added |
| Clarius Group, LLC | 3,905 | $893.5K | 0.05% | +503+14.8% | Added |
| MidWestOne Financial Group, Inc. | 3,896 | $891.3K | 0.12% | −326−7.7% | Reduced |
| Coastal Bridge Advisors, LLC | 3,894 | $891.1K | 0.07% | +3,894 | New |
| CoreCap Advisors, LLC | 3,886 | $889.4K | 0.04% | +382+10.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,876 | $886.9K | 0.03% | −3,563−47.9% | Reduced |
| Regatta Capital Group, LLC | 3,858 | $882.8K | 0.15% | −235−5.7% | Reduced |
| Everett Harris & Co | 3,837 | $878.0K | 0.01% | +484+14.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 3,813 | $872.6K | 0.39% | +284+8.0% | Added |