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 |
|---|---|---|---|---|---|
| Wetzel Investment Advisors, Inc. | 1,611 | $368.6K | 0.17% | −56−3.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,609 | $368.3K | 0.01% | +106+7.1% | Added |
| Zhang Financial LLC | 1,610 | $368.3K | 0.02% | +208+14.8% | Added |
| World Equity Group, Inc. | 1,609 | $368.1K | 0.10% | −1,874−53.8% | Reduced |
| Carret Asset Management, LLC | 1,607 | $367.8K | 0.04% | 00.0% | Unchanged |
| Auxier Asset Management | 1,607 | $367.7K | 0.05% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 1,603 | $367.0K | 0.11% | +47+3.0% | Added |
| Bannerman Wealth Management Group, LLC | 1,602 | $366.6K | 0.28% | +40+2.6% | Added |
| Blossom Wealth Management | 1,602 | $366.6K | 0.65% | +60+3.9% | Added |
| D'Orazio & Associates, Inc. | 1,601 | $366.3K | 0.05% | +39+2.5% | Added |
| Novem Group | 1,600 | $366.2K | 0.05% | −28−1.7% | Reduced |
| Bayesian Capital Management, LP | 1,600 | $366.1K | 0.06% | +1,600 | New |
| First United Bank Trust | 1,592 | $364.3K | 0.13% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,590 | $363.8K | 0.03% | +80+5.3% | Added |
| R Squared Ltd | 1,587 | $363.1K | 0.20% | +307+24.0% | Added |
| Dana Investment Advisors, Inc. | 1,585 | $362.7K | 0.01% | −342−17.7% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,582 | $362.0K | 0.06% | −367−18.8% | Reduced |
| AlphaStar Capital Management, LLC | 1,582 | $362.0K | 0.03% | +156+10.9% | Added |
| Manchester Capital Management LLC | 1,581 | $361.8K | 0.05% | +31+2.0% | Added |
| JFS Wealth Advisors, LLC | 1,580 | $361.4K | 0.02% | +1,001+172.9% | Added |
| Versant Capital Management, Inc | 1,577 | $360.8K | 0.05% | −18−1.1% | Reduced |
| LWM Advisory Services, LLC | 1,575 | $360.4K | 0.25% | 00.0% | Unchanged |
| Kames Capital plc | 1,574 | $360.1K | 0.00% | +1,574 | New |
| Silver Coast Investments LLC | 1,569 | $359.0K | 0.13% | +110+7.5% | Added |
| PBMares Wealth Management LLC | 1,568 | $358.9K | 0.07% | +1+0.1% | Added |
| Pinnacle Bancorp, Inc. | 1,567 | $358.6K | 0.11% | −145−8.5% | Reduced |
| Rise Advisors, LLC | 1,567 | $358.5K | 0.14% | −124−7.3% | Reduced |
| WESPAC Advisors, LLC | 1,565 | $358.0K | 0.25% | +1+0.1% | Added |
| McAdam, LLC | 1,562 | $357.4K | 0.02% | +80+5.4% | Added |
| Pinnacle West Asset Management, Inc. | 1,555 | $356.0K | 0.25% | +35+2.3% | Added |
| Tilia Fiduciary Partners, Inc. | 1,555 | $355.8K | 0.22% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,550 | $354.6K | 0.02% | +1,550 | New |
| Rossby Financial, LCC | 1,549 | $354.5K | 0.13% | +290+23.0% | Added |
| Aviso Wealth Management | 1,546 | $353.8K | 0.17% | +43+2.9% | Added |
| Brighton Securities Corp. | 1,541 | $352.6K | 0.19% | −681−30.6% | Reduced |
| Grove Bank & Trust | 1,540 | $352.4K | 0.04% | −279−15.3% | Reduced |
| Diamant Asset Management, Inc. | 1,530 | $350.1K | 0.27% | +100+7.0% | Added |
| LMG Wealth Partners, LLC | 1,528 | $349.5K | 0.07% | +5+0.3% | Added |
| Tennessee Valley Asset Management Partners | 1,527 | $349.4K | 0.09% | +5+0.3% | Added |
| Stonebridge Financial Group, LLC | 1,527 | $349.4K | 0.03% | −6−0.4% | Reduced |
| KRS Capital Management, LLC | 1,523 | $348.5K | 0.23% | −25−1.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 1,515 | $346.7K | 0.04% | −12−0.8% | Reduced |
| Creative Financial Designs Inc | 1,507 | $344.9K | 0.02% | +36+2.4% | Added |
| Ballast Advisors LLC | 1,504 | $344.1K | 0.10% | +42+2.9% | Added |
| Princeton Global Asset Management LLC | 1,501 | $343.4K | 0.06% | +95+6.8% | Added |
| Vaughan David Investments LLC | 1,500 | $343.0K | 0.01% | +45+3.1% | Added |
| Bolthouse Investments, LLC | 1,496 | $342.3K | 0.34% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 1,491 | $341.1K | 0.05% | +384+34.7% | Added |
| Grove Street Fiduciary, LLC | 1,489 | $340.7K | 0.16% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 1,486 | $340.0K | 0.11% | +1,486 | New |
| Berger Financial Group, Inc | 1,484 | $339.6K | 0.02% | −48−3.1% | Reduced |
| Argyle Capital Partners, LLC | 1,483 | $339.3K | 0.28% | 00.0% | Unchanged |
| Cynosure Management, LLC | 1,479 | $338.4K | 0.04% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,477 | $338.2K | 0.10% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 1,475 | $337.5K | 0.02% | 00.0% | Unchanged |
| Zacks Investment Management | 1,474 | $337.2K | 0.00% | −895−37.8% | Reduced |
| Winthrop Advisory Group LLC | 1,473 | $337.1K | 0.03% | +400+37.3% | Added |
| First Hawaiian Bank | 1,472 | $336.8K | 0.05% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 1,464 | $334.9K | 0.19% | −51−3.4% | Reduced |
| Westmount Partners, LLC | 1,461 | $334.3K | 0.09% | +4+0.3% | Added |
| River Street Advisors LLC | 1,455 | $332.9K | 0.14% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 1,453 | $332.4K | 0.27% | +17+1.2% | Added |
| Broadway Wealth Solutions, Inc. | 1,450 | $331.7K | 0.21% | −26−1.8% | Reduced |
| Oxford Asset Management LLP | 1,445 | $330.6K | 0.11% | +1,445 | New |
| Golden State Equity Partners | 1,444 | $330.5K | 0.06% | −239−14.2% | Reduced |
| Berkeley Capital Partners, LLC | 1,444 | $330.4K | 0.08% | +20+1.4% | Added |
| TFC Financial Management | 1,443 | $330.3K | 0.05% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 1,441 | $329.7K | 0.13% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,437 | $328.8K | 0.09% | +1,437 | New |
| RWM Asset Management, LLC | 1,437 | $328.8K | 0.04% | +1,437 | New |
| Charles Schwab Trust Co | 1,432 | $327.8K | 0.02% | +30+2.1% | Added |
| Sherbrooke Park Advisers LLC | 1,431 | $327.4K | 0.14% | +1,431 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,428 | $326.8K | 0.00% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,427 | $326.5K | 0.12% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,422 | $325.4K | 0.12% | +93+7.0% | Added |
| Aprio Wealth Management, LLC | 1,421 | $325.2K | 0.04% | +322+29.3% | Added |
| IFG Advisory, LLC | 1,420 | $324.9K | 0.02% | +118+9.1% | Added |
| Strategic Financial Services, Inc, | 1,413 | $323.3K | 0.02% | 00.0% | Unchanged |
| Essex Savings Bank | 1,413 | $323.3K | 0.08% | +151+12.0% | Added |
| Carnegie Lake Advisors LLC | 1,412 | $323.0K | 0.13% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 1,410 | $322.7K | 0.11% | +196+16.1% | Added |
| Frisch Financial Group, Inc. | 1,407 | $322.0K | 0.08% | +240+20.6% | Added |
| Up Strategic Wealth Investment Advisors LLC | 1,407 | $321.9K | 0.25% | −54−3.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,398 | $321.0K | 0.13% | +80+6.1% | Added |
| Summit Asset Management, LLC | 1,395 | $319.3K | 0.05% | −362−20.6% | Reduced |
| Nadler Financial Group, Inc. | 1,394 | $319.0K | 0.03% | −224−13.8% | Reduced |
| Value Partners Investments Inc. | 1,388 | $317.6K | 0.02% | +356+34.5% | Added |
| Colonial River Wealth Management, LLC | 1,407 | $317.5K | 0.14% | +386+37.8% | Added |
| FSM Wealth Advisors, LLC | 1,393 | $316.2K | 0.05% | +362+35.1% | Added |
| Midland Wealth Advisors LLC | 1,380 | $315.8K | 0.02% | −76−5.2% | Reduced |
| Hilltop National Bank | 1,379 | $315.5K | 0.08% | +1,379 | New |
| Wendell David Associates Inc | 1,378 | $315.0K | 0.03% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 1,377 | $315.0K | 0.22% | +1,377 | New |
| Operose Advisors LLC | 1,373 | $314.2K | 0.09% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,364 | $312.2K | 0.02% | +355+35.2% | Added |
| PKS Advisory Services, LLC | 1,364 | $312.1K | 0.08% | −25−1.8% | Reduced |
| Convergence Financial, LLC | 1,364 | $312.1K | 0.05% | +1,364 | New |
| Wealth Management Associates, Inc. | 1,363 | $311.9K | 0.12% | 00.0% | Unchanged |
| Ade, LLC | 1,358 | $310.7K | 0.17% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,356 | $310.3K | 0.08% | −400−22.8% | Reduced |