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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 3,028 | $692.9K | 0.05% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 3,024 | $691.9K | 0.33% | +24+0.8% | Added |
| SL Advisors, LLC | 3,016 | $690.1K | 1.24% | −4,702−60.9% | Reduced |
| Core Wealth Partners LLC | 3,010 | $688.7K | 0.35% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,000 | $686.5K | 0.01% | −11,000−78.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 3,000 | $686.5K | 0.04% | −24−0.8% | Reduced |
| Board of the Pension Protection Fund | 3,000 | $686.5K | 0.74% | +3,000 | New |
| Fundamentun, LLC | 2,992 | $684.7K | 0.03% | +57+1.9% | Added |
| Auxano Advisors, LLC | 2,983 | $682.6K | 0.16% | −4−0.1% | Reduced |
| Apella Capital, LLC | 3,007 | $682.4K | 0.02% | +126+4.4% | Added |
| Ausdal Financial Partners, Inc. | 2,972 | $679.9K | 0.05% | −467−13.6% | Reduced |
| Joel Isaacson & Co., LLC | 2,970 | $679.6K | 0.03% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,968 | $679.2K | 0.07% | +12+0.4% | Added |
| SGL Investment Advisors, Inc. | 3,012 | $677.3K | 0.32% | +36+1.2% | Added |
| Forum Financial Management, LP | 2,936 | $671.8K | 0.01% | −203−6.5% | Reduced |
| Illumine Investment Management, LLC | 2,934 | $671.4K | 0.53% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,932 | $670.9K | 0.17% | 00.0% | Unchanged |
| Meyer Handelman Co | 2,925 | $669.3K | 0.02% | −125−4.1% | Reduced |
| Moloney Securities Asset Management, LLC | 2,922 | $668.7K | 0.08% | −94−3.1% | Reduced |
| RW Investment Management LLC | 2,915 | $667.0K | 0.07% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 2,912 | $666.4K | 0.23% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 2,902 | $664.0K | 0.27% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 2,898 | $663.1K | 0.16% | −247−7.9% | Reduced |
| CMG Global Holdings, LLC | 2,909 | $663.0K | 0.35% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 2,944 | $662.1K | 0.32% | −178−5.7% | Reduced |
| Douglas Lane & Associates, LLC | 2,886 | $660.5K | 0.01% | 00.0% | Unchanged |
| Falcon Wealth Planning | 2,881 | $659.1K | 0.07% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,858 | $653.9K | 0.40% | −9−0.3% | Reduced |
| Mendel Money Management | 2,853 | $652.8K | 0.29% | +20+0.7% | Added |
| Legacy Capital Group California, Inc. | 2,849 | $651.9K | 0.18% | −110−3.7% | Reduced |
| Bradyco, Inc. | 2,849 | $651.9K | 0.48% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 2,842 | $650.3K | 0.08% | +567+24.9% | Added |
| Herold Advisors, Inc. | 2,835 | $648.7K | 0.14% | +196+7.4% | Added |
| Parkside Financial Bank & Trust | 2,834 | $648.5K | 0.07% | +526+22.8% | Added |
| KLCM Advisors, Inc. | 2,833 | $648.3K | 0.07% | +10+0.4% | Added |
| Sompo Asset Management Co., Ltd. | 2,830 | $647.6K | 0.11% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,827 | $646.9K | 0.03% | +5+0.2% | Added |
| Marble Harbor Investment Counsel, LLC | 2,823 | $646.0K | 0.07% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2,805 | $641.8K | 0.04% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 2,802 | $641.2K | 0.08% | 00.0% | Unchanged |
| RD Lewis Holdings, Inc. | 2,738 | $638.6K | 0.64% | −22−0.8% | Reduced |
| Trustmark National Bank Trust Department | 2,790 | $638.4K | 0.04% | +1,065+61.7% | Added |
| Xcel Wealth Management, LLC | 2,764 | $632.5K | 0.18% | −136−4.7% | Reduced |
| Greatmark Investment Partners, Inc. | 2,750 | $629.3K | 0.08% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 2,731 | $624.9K | 0.20% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 2,728 | $624.2K | 0.05% | −207−7.1% | Reduced |
| Keystone Financial Group | 2,727 | $624.0K | 0.06% | +235+9.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,726 | $623.8K | 0.06% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 2,691 | $615.8K | 0.06% | +183+7.3% | Added |
| Eldridge Investment Advisors, Inc. | 2,687 | $614.8K | 0.13% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 2,685 | $614.4K | 0.01% | +19+0.7% | Added |
| Cascades Capital Asset Management, LLC | 2,671 | $611.3K | 0.31% | +11+0.4% | Added |
| Fort Point Capital Partners LLC | 2,667 | $610.3K | 0.06% | +28+1.1% | Added |
| Private Wealth Asset Management, LLC | 2,654 | $607.2K | 0.08% | −19−0.7% | Reduced |
| Gs Investments, Inc. | 2,650 | $606.4K | 0.27% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 2,647 | $605.6K | 0.18% | +2,647 | New |
| Kuhn & Co Investment Counsel | 2,646 | $605.5K | 0.46% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,642 | $604.5K | 0.10% | −31−1.2% | Reduced |
| Modern Wealth Management, LLC | 2,634 | $602.5K | 0.01% | +502+23.5% | Added |
| Pure Financial Advisors, Inc. | 2,631 | $602.1K | 0.01% | +1,484+129.4% | Added |
| Appleton Partners Inc | 2,632 | $602.0K | 0.04% | −190−6.7% | Reduced |
| SBI Securities Co., Ltd. | 2,618 | $599.1K | 0.02% | −196−7.0% | Reduced |
| Van Cleef Asset Management,Inc | 2,614 | $598.1K | 0.06% | +10.0% | Added |
| Ti-Trust, Inc | 2,603 | $595.6K | 0.40% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $594.9K | 0.50% | – | – |
| CTC Alternative Strategies, Ltd. | 2,600 | $594.9K | 0.52% | +2,600 | New |
| Baker Avenue Asset Management, LP | 2,600 | $594.9K | 0.02% | −16,793−86.6% | Reduced |
| Lazard Freres Gestion S.A.S. | 0 | $593.0K | 0.01% | 0 | New |
| Intrua Financial, LLC | 2,591 | $593.0K | 0.09% | +52+2.0% | Added |
| Crowley Wealth Management, Inc. | 2,590 | $592.6K | 0.54% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,458 | $592.2K | 0.03% | +138+5.9% | Added |
| Ring Mountain Capital, LLC | 2,604 | $591.9K | 0.36% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 2,574 | $588.9K | 0.18% | 00.0% | Unchanged |
| Meridian Financial, LLC | 2,571 | $588.3K | 0.38% | −200−7.2% | Reduced |
| Tributary Capital Management, LLC | 2,565 | $586.9K | 0.05% | −50−1.9% | Reduced |
| Fieldview Capital Management, LLC | 2,554 | $584.4K | 0.09% | +2,554 | New |
| PDS Planning, Inc | 2,551 | $583.8K | 0.04% | +350+15.9% | Added |
| StoneX Group Inc. | 2,548 | $583.1K | 0.03% | +394+18.3% | Added |
| Goelzer Investment Management, Inc. | 2,546 | $582.6K | 0.03% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 2,542 | $581.7K | 0.14% | 00.0% | Unchanged |
| Parthenon LLC | 2,538 | $580.7K | 0.07% | +38+1.5% | Added |
| Per Stirling Capital Management, LLC. | 2,537 | $580.6K | 0.08% | +10.0% | Added |
| Weinberger Asset Management, Inc | 2,529 | $578.7K | 0.22% | −4−0.2% | Reduced |
| Old Second National Bank of Aurora | 2,523 | $577.3K | 0.13% | +60+2.4% | Added |
| Duncan Williams Asset Management, LLC | 2,520 | $576.6K | 0.18% | +500+24.8% | Added |
| Thomasville National Bank | 2,513 | $575.0K | 0.04% | −763−23.3% | Reduced |
| Jennison Associates LLC | 2,509 | $574.1K | 0.00% | −148−5.6% | Reduced |
| Latitude Advisors, LLC | 2,508 | $573.9K | 0.29% | +3+0.1% | Added |
| Zullo Investment Group, Inc. | 2,495 | $571.1K | 0.23% | +5+0.2% | Added |
| Compass Capital Corp | 2,492 | $568.7K | 0.27% | +38+1.5% | Added |
| Fukoku Mutual Life Insurance Co | 2,478 | $567.0K | 0.04% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,474 | $566.1K | 0.12% | +27+1.1% | Added |
| Clune & Associates, Ltd. | 2,458 | $562.4K | 0.15% | −2−0.1% | Reduced |
| Buska Wealth Management, LLC | 2,450 | $560.7K | 0.15% | +25+1.0% | Added |
| Naviter Wealth, LLC | 2,445 | $559.5K | 0.07% | −175−6.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,442 | $558.8K | 0.09% | +2+0.1% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 2,451 | $558.6K | 0.38% | −36−1.4% | Reduced |
| Stablepoint Partners, LLC | 2,426 | $555.1K | 0.09% | −23−0.9% | Reduced |
| Primoris Wealth Advisors, LLC | 2,414 | $552.4K | 0.38% | −225−8.5% | Reduced |
| AdvisorNet Financial, Inc | 2,414 | $552.3K | 0.04% | +2+0.1% | Added |