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
- +55 vs. Q1 2025
- Shares held
- 326.5M
- +2.64M (+0.8%) vs. Q1 2025
- Total value
- $74.6B
- −$395.9M (−0.5%) vs. Q1 2025
- New holders
- 163
- 924 more added
- Sold out
- 108
- 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 |
|---|---|---|---|---|---|
| Fosun International Ltd | 2,401 | $549.4K | 0.17% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 2,397 | $548.5K | 0.02% | −27,826−92.1% | Reduced |
| JT Stratford LLC | 2,396 | $548.3K | 0.08% | −171−6.7% | Reduced |
| Pitcairn Co | 2,392 | $547.3K | 0.04% | −316−11.7% | Reduced |
| Catalyst Financial Partners LLC | 2,388 | $546.4K | 0.06% | −142−5.6% | Reduced |
| Element Squared LLC | 2,380 | $544.6K | 0.34% | +2,380 | New |
| KPP Advisory Services LLC | 2,372 | $542.8K | 0.09% | −14−0.6% | Reduced |
| Wellington Shields Capital Management, LLC | 2,372 | $542.6K | 0.09% | +10.0% | Added |
| Am Investment Strategies LLC | 2,369 | $542.0K | 0.13% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 2,366 | $541.4K | 0.15% | +250+11.8% | Added |
| Drake & Associates, LLC | 2,357 | $539.2K | 0.13% | +194+9.0% | Added |
| Cassaday & Co Wealth Management LLC | 2,353 | $538.4K | 0.01% | +59+2.6% | Added |
| Hudock, Inc. | 2,349 | $537.6K | 0.09% | +10.0% | Added |
| Cape Ann Savings Bank | 2,346 | $536.8K | 0.32% | +729+45.1% | Added |
| Formidable Asset Management, LLC | 2,317 | $536.4K | 0.09% | 00.0% | Unchanged |
| David Loasby | 2,342 | $536.0K | 0.05% | +533+29.5% | Added |
| Cardinal Point Capital Management, ULC | 2,324 | $531.8K | 0.04% | +147+6.8% | Added |
| Trust Co | 2,320 | $530.9K | 0.06% | −81−3.4% | Reduced |
| Harrell Investment Partners, LLC | 2,318 | $530.4K | 0.13% | +2,318 | New |
| Maia Wealth LLC | 2,316 | $529.9K | 0.10% | +975+72.7% | Added |
| Adell Harriman & Carpenter Inc | 2,314 | $529.5K | 0.04% | +14+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,310 | $528.7K | 0.02% | −1,009−30.4% | Reduced |
| Clearview Wealth Advisors LLC | 2,306 | $527.7K | 0.37% | +2+0.1% | Added |
| Capital Investment Advisory Services, LLC | 2,299 | $526.0K | 0.04% | −19−0.8% | Reduced |
| North Dallas Bank & Trust Co | 2,296 | $525.4K | 0.40% | +2,296 | New |
| Syntegra Private Wealth Group, LLC | 2,291 | $524.2K | 0.05% | +44+2.0% | Added |
| Stuart Chaussee & Associates, Inc. | 2,286 | $523.1K | 0.12% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 2,276 | $520.8K | 0.04% | 00.0% | Unchanged |
| STAR Financial Bank | 2,267 | $518.7K | 0.33% | −135−5.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 2,250 | $514.8K | 0.36% | +125+5.9% | 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 |
| Stratos Wealth Advisors, LLC | 2,240 | $512.7K | 0.03% | +178+8.6% | Added |
| Southeast Asset Advisors Inc. | 2,235 | $511.4K | 0.06% | 00.0% | Unchanged |
| Geneva Partners, LLC | 2,234 | $511.2K | 0.20% | +95+4.4% | Added |
| Prasad Wealth Partners, LLC | 2,234 | $511.1K | 0.15% | −30−1.3% | Reduced |
| Lewis Asset Management, LLC | 2,221 | $508.3K | 0.24% | +2,221 | New |
| Stevens Capital Management LP | 2,219 | $508.0K | 0.14% | +68+3.2% | Added |
| Ethos Financial Group, LLC | 2,220 | $508.0K | 0.04% | +14+0.6% | Added |
| Proficio Capital Partners LLC | 2,206 | $504.7K | 0.03% | +745+51.0% | Added |
| Patron Partners Advisors, LLC | 2,194 | $502.1K | 0.25% | −20−0.9% | Reduced |
| SlateStone Wealth, LLC | 2,180 | $499.0K | 0.05% | −100−4.4% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 2,178 | $498.4K | 0.16% | −121−5.3% | Reduced |
| CVA Family Office, LLC | 2,178 | $498.4K | 0.07% | +23+1.1% | Added |
| Holderness Investments Co | 2,176 | $497.9K | 0.11% | −5−0.2% | Reduced |
| Nautilus Advisors LLC | 2,175 | $497.7K | 0.37% | −5−0.2% | Reduced |
| Tradition Wealth Management, LLC | 2,168 | $496.1K | 0.04% | +10.0% | Added |
| VSM Wealth Advisory, LLC | 2,167 | $495.9K | 0.16% | −8−0.4% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,164 | $495.2K | 0.18% | −48−2.2% | Reduced |
| Viawealth, LLC | 2,161 | $494.5K | 0.29% | −104−4.6% | Reduced |
| MPS Loria Financial Planners, LLC | 2,157 | $493.6K | 0.15% | −10−0.5% | Reduced |
| Canopy Partners, LLC | 2,156 | $493.3K | 0.18% | +23+1.1% | Added |
| Sawgrass Asset Management LLC | 2,155 | $493.1K | 0.06% | +217+11.2% | Added |
| Tyche Wealth Partners LLC | 2,149 | $491.7K | 0.10% | +10.0% | Added |
| Capital Management Associates, Inc | 2,144 | $490.6K | 0.16% | −2,150−50.1% | Reduced |
| Peoples Financial Services Corp. | 2,139 | $489.4K | 0.24% | −743−25.8% | Reduced |
| Ocean Capital Management, LLC | 2,125 | $486.1K | 0.11% | +3+0.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,120 | $485.1K | 0.05% | +361+20.5% | Added |
| Quarry LP | 2,113 | $483.5K | 0.11% | +1,640+346.7% | Added |
| Reliant Investment Partners, LLC | 2,109 | $482.6K | 0.42% | +107+5.3% | Added |
| Merrion Investment Management Co, LLC | 2,100 | $480.5K | 0.31% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 2,092 | $478.7K | 0.17% | −785−27.3% | Reduced |
| Leo Wealth, LLC | 2,090 | $478.2K | 0.04% | +1,151+122.6% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,085 | $477.1K | 0.13% | −113−5.1% | Reduced |
| Capital Advisors, Ltd. LLC | 2,079 | $476.0K | 0.06% | +10.0% | Added |
| LRI Investments, LLC | 2,073 | $474.3K | 0.04% | +100+5.1% | 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 |
| Arlington Trust Co LLC | 2,060 | $471.4K | 0.09% | +22+1.1% | Added |
| GTS Securities LLC | 2,055 | $470.2K | 0.02% | +882+75.2% | Added |
| Baring Financial LLC | 2,050 | $469.1K | 0.35% | +54+2.7% | Added |
| Corient IA LLC | 2,050 | $469.1K | 0.28% | −700−25.5% | Reduced |
| Beck Mack & Oliver LLC | 2,048 | $468.6K | 0.01% | 00.0% | Unchanged |
| Courier Capital LLC | 2,047 | $468.4K | 0.03% | +14+0.7% | 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 |
| ICONIQ Capital, LLC | 2,037 | $466.1K | 0.01% | +23+1.1% | Added |
| Allegheny Financial Group LTD | 2,021 | $462.5K | 0.10% | +7+0.3% | Added |
| Johnson Financial Group, Inc. | 2,013 | $460.6K | 0.02% | −2,331−53.7% | Reduced |
| Advyzon Investment Management, LLC | 2,009 | $459.7K | 0.10% | +80+4.1% | Added |
| 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 |
| Crawford Investment Counsel Inc | 1,997 | $456.9K | 0.01% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 1,996 | $456.7K | 0.08% | −473−19.2% | Reduced |
| Vista Investment Partners II, LLC | 1,995 | $456.6K | 0.22% | −69−3.3% | Reduced |
| Compton Wealth Advisory Group, LLC | 1,995 | $456.6K | 0.12% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,995 | $456.5K | 0.02% | +300+17.7% | Added |
| Ifrah Financial Services, Inc. | 1,990 | $455.4K | 0.12% | −19−0.9% | Reduced |
| Notis-McConarty Edward | 1,990 | $455.4K | 0.22% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,983 | $453.8K | 0.04% | 00.0% | Unchanged |
| Baker Boyer National Bank | 1,979 | $452.8K | 0.16% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 1,974 | $452.0K | 0.06% | +3+0.2% | Added |
| HORAN Wealth, LLC | 1,971 | $451.0K | 0.14% | +1,971 | New |
| Lakeshore Financial Planning, Inc. | 1,969 | $450.5K | 0.18% | +2+0.1% | Added |
| Legacy Capital Wealth Partners, LLC | 1,967 | $450.1K | 0.10% | +54+2.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,968 | $450.0K | 0.14% | −22−1.1% | Reduced |
| Petix & Botte Co | 1,964 | $449.4K | 0.11% | +42+2.2% | Added |
| PFG Advisors | 1,961 | $448.6K | 0.02% | +397+25.4% | Added |
| Balboa Wealth Partners | 1,957 | $447.9K | 0.09% | +726+59.0% | Added |