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 |
|---|---|---|---|---|---|
| Red Wave Investments LLC | 1,956 | $447.5K | 0.15% | +12+0.6% | Added |
| Ledyard National Bank | 1,954 | $447.1K | 0.04% | +100+5.4% | Added |
| Arvest Bank Trust Division | 1,952 | $446.7K | 0.03% | −14−0.7% | Reduced |
| Old West Investment Management, LLC | 1,952 | $446.7K | 0.15% | 00.0% | Unchanged |
| New Hampshire Trust | 1,950 | $446.2K | 0.09% | 00.0% | Unchanged |
| Miller Financial Services LLC | 1,946 | $445.2K | 0.57% | +2+0.1% | Added |
| Independent Solutions Wealth Management, LLC | 1,939 | $443.8K | 0.09% | +91+4.9% | Added |
| Diligent Investors, LLC | 1,932 | $442.0K | 0.10% | +5+0.3% | Added |
| Synergy Financial Group, LTD | 1,926 | $440.6K | 0.32% | −50−2.5% | Reduced |
| Quaker Wealth Management, LLC | 1,925 | $440.4K | 0.15% | +1,925 | New |
| Private Capital Management, LLC | 1,925 | $440.4K | 0.04% | −186−8.8% | Reduced |
| Stokes Family Office, LLC | 1,921 | $439.6K | 0.05% | +52+2.8% | Added |
| NFP Retirement, Inc. | 1,917 | $438.7K | 0.03% | +10+0.5% | Added |
| Values First Advisors, Inc. | 1,915 | $438.3K | 0.24% | −22−1.1% | Reduced |
| Aspiriant, LLC | 1,911 | $437.3K | 0.01% | −7−0.4% | Reduced |
| XY Planning Network, Inc. | 1,910 | $437.0K | 0.15% | +1,910 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,904 | $435.7K | 0.05% | −25−1.3% | Reduced |
| Spirit of America Management Corp | 1,900 | $434.8K | 0.09% | +400+26.7% | Added |
| Cypress Wealth Services, LLC | 1,897 | $434.1K | 0.08% | +39+2.1% | Added |
| Alpha Cubed Investments, LLC | 1,895 | $433.6K | 0.02% | +167+9.7% | Added |
| Flagship Wealth Advisors, LLC | 1,886 | $431.4K | 0.16% | +3+0.2% | Added |
| City State Bank | 1,884 | $431.1K | 0.14% | −4−0.2% | Reduced |
| Amica Retiree Medical Trust | 1,883 | $431.0K | 0.62% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,878 | $429.7K | 0.15% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,877 | $429.5K | 0.11% | 00.0% | Unchanged |
| bLong Financial, LLC | 1,871 | $428.1K | 0.33% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 1,865 | $426.7K | 0.06% | +567+43.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,862 | $426.2K | 0.23% | +12+0.6% | Added |
| Heritage Wealth Advisors | 1,858 | $425.1K | 0.02% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 1,856 | $424.8K | 0.23% | −5−0.3% | Reduced |
| SkyOak Wealth, LLC | 1,836 | $420.1K | 0.08% | −82−4.3% | Reduced |
| Crews Bank & Trust | 1,835 | $419.9K | 0.07% | +82+4.7% | Added |
| First Western Trust Bank | 1,826 | $417.8K | 0.02% | 00.0% | Unchanged |
| Trust Co of the South | 1,815 | $415.3K | 0.07% | +75+4.3% | Added |
| Prestige Wealth Management Group LLC | 1,807 | $413.5K | 0.08% | +444+32.6% | Added |
| L2 Asset Management, LLC | 1,802 | $412.3K | 0.07% | +94+5.5% | Added |
| Azimuth Capital Investment Management LLC | 1,800 | $411.9K | 0.02% | 00.0% | Unchanged |
| Severin Investments, LLC | 1,798 | $411.3K | 0.39% | +116+6.9% | Added |
| Exchange Traded Concepts, LLC | 1,797 | $411.2K | 0.01% | +595+49.5% | Added |
| MBA Advisors LLC | 1,796 | $411.0K | 0.19% | +36+2.0% | Added |
| Partners Capital Investment Group, LLP | 1,795 | $410.7K | 0.02% | +1,795 | New |
| Personal Cfo Solutions, LLC | 1,792 | $410.0K | 0.08% | +101+6.0% | Added |
| Soundwatch Capital LLC | 411,004 | $407.4K | 0.09% | +411,004 | New |
| American Trust | 1,779 | $407.1K | 0.04% | +1,779 | New |
| Philadelphia Trust Co | 1,775 | $406.0K | 0.03% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,759 | $402.5K | 0.04% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,749 | $400.1K | 0.05% | +71+4.2% | Added |
| First County Bank | 1,744 | $399.1K | 0.21% | +602+52.7% | Added |
| NBT Bank N A | 1,742 | $398.6K | 0.03% | −150−7.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,741 | $398.4K | 0.05% | −141−7.5% | Reduced |
| DRW Securities, LLC | 1,763 | $398.1K | 0.03% | +1,763 | New |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 1,700 | $397.9K | 0.29% | +1,700 | New |
| Yarbrough Capital, LLC | 1,735 | $397.0K | 0.01% | 00.0% | Unchanged |
| Heritage Trust Co | 1,734 | $396.8K | 0.05% | −74−4.1% | Reduced |
| FineMark National Bank & Trust | 1,732 | $396.3K | 0.01% | +85+5.2% | Added |
| Forest Hill Capital, LLC | 1,730 | $395.9K | 0.28% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,721 | $393.7K | 0.17% | −33−1.9% | Reduced |
| Inspirion Wealth Advisors, LLC | 1,713 | $392.0K | 0.05% | +6+0.4% | Added |
| Meridian Wealth Advisors, LLC | 1,713 | $391.9K | 0.06% | +2+0.1% | Added |
| Baader Bank INC | 1,797 | $391.9K | 0.03% | +549+44.0% | Added |
| Cary Street Partner Investment Advisory LLC | 1,712 | $391.8K | 0.19% | +100+6.2% | Added |
| O'Rourke & Company, Inc | 1,710 | $391.2K | 0.18% | −22−1.3% | Reduced |
| Truvestments Capital LLC | 1,708 | $390.9K | 0.08% | −9−0.5% | Reduced |
| Hager Investment Management Services, LLC | 1,704 | $389.9K | 0.23% | +39+2.3% | Added |
| Maple Capital Management, Inc. | 1,703 | $389.7K | 0.03% | −615−26.5% | Reduced |
| Biltmore Family Office, LLC | 1,700 | $388.9K | 0.07% | 00.0% | Unchanged |
| Bank of Stockton | 1,696 | $388.1K | 0.12% | −5−0.3% | Reduced |
| Advisory Resource Group | 1,693 | $387.5K | 0.07% | +1+0.1% | Added |
| Southland Equity Partners LLC | 1,692 | $387.2K | 0.08% | −71−4.0% | Reduced |
| Camden Capital, LLC | 1,689 | $386.5K | 0.04% | −8−0.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,686 | $385.9K | 0.08% | −74−4.2% | Reduced |
| Prairie Wealth Advisors, Inc. | 1,684 | $385.3K | 0.16% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,684 | $385.3K | 0.02% | +98+6.2% | Added |
| Plancorp, LLC | 1,684 | $385.3K | 0.01% | +112+7.1% | Added |
| Total Clarity Wealth Management, Inc. | 1,681 | $384.6K | 0.11% | +298+21.5% | Added |
| Calton & Associates, Inc. | 1,680 | $384.4K | 0.07% | +1,680 | New |
| Archford Capital Strategies, LLC | 1,677 | $383.8K | 0.05% | +3+0.2% | Added |
| Putney Financial Group LLC | 1,677 | $383.7K | 0.39% | −140−7.7% | Reduced |
| Foster Group, Inc. | 1,676 | $383.4K | 0.01% | +132+8.5% | Added |
| Wimmer Associates 1, LLC | 1,675 | $383.3K | 0.20% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,670 | $382.1K | 0.16% | +5+0.3% | Added |
| Legacy Financial Advisors, Inc. | 1,666 | $381.2K | 0.06% | −16−1.0% | Reduced |
| Rossmore Private Capital | 1,660 | $379.9K | 0.04% | −121−6.8% | Reduced |
| Wealth Architects, LLC | 1,659 | $379.6K | 0.04% | −25−1.5% | Reduced |
| Amplius Wealth Advisors, LLC | 1,655 | $378.7K | 0.04% | −2−0.1% | Reduced |
| Leelyn Smith, LLC | 1,653 | $378.2K | 0.06% | +1+0.1% | Added |
| 3Chopt Investment Partners, LLC | 1,652 | $378.0K | 0.09% | +84+5.4% | Added |
| Bragg Financial Advisors, Inc | 1,651 | $377.8K | 0.01% | +5+0.3% | Added |
| Cannon Wealth Management Services, LLC | 1,650 | $377.6K | 0.31% | −490−22.9% | Reduced |
| Cidel Asset Management Inc | 1,650 | $377.6K | 0.02% | +53+3.3% | Added |
| Flputnam Investment Management Co | 1,648 | $377.1K | 0.01% | +149+9.9% | Added |
| Cheviot Value Management, LLC | 1,602 | $376.6K | 0.04% | +365+29.5% | Added |
| San Luis Wealth Advisors LLC | 1,645 | $376.0K | 0.08% | +3+0.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,643 | $375.9K | 0.13% | +134+8.9% | Added |
| Investment Advisory Group, LLC | 1,642 | $375.7K | 0.11% | +1+0.1% | Added |
| Gibbs Wealth Management | 1,636 | $374.4K | 0.07% | +132+8.8% | Added |
| Stockman Wealth Management, Inc. | 1,631 | $373.2K | 0.05% | 00.0% | Unchanged |
| Rockland Trust Co | 1,631 | $373.2K | 0.02% | −30−1.8% | Reduced |
| Allen Wealth Management, LLC | 1,626 | $372.1K | 0.26% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,612 | $369.1K | 0.04% | +41+2.6% | Added |