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 |
|---|---|---|---|---|---|
| Lynx Investment Advisory | 1,355 | $309.9K | 0.20% | +6+0.4% | Added |
| Signature Estate & Investment Advisors LLC | 1,347 | $308.3K | 0.01% | +62+4.8% | Added |
| Bey-Douglas LLC | 1,347 | $308.2K | 0.18% | +434+47.5% | Added |
| South Plains Financial, Inc. | 1,347 | $308.2K | 0.22% | +20+1.5% | Added |
| Fortune Financial Advisors, LLC | 1,339 | $306.4K | 0.25% | −10−0.7% | Reduced |
| Alliance Wealth Advisors, LLC | 1,339 | $306.4K | 0.08% | +59+4.6% | Added |
| Coordinated Financial Services, Inc. | 1,337 | $305.9K | 0.21% | +1,337 | New |
| Hamilton Capital, LLC | 1,333 | $305.0K | 0.02% | +98+7.9% | Added |
| Sym Financial Corp | 1,332 | $304.8K | 0.03% | +5+0.4% | Added |
| RAM Investment Partners, LLC | 1,326 | $303.4K | 0.06% | +1,326 | New |
| Somerville Kurt F | 1,325 | $303.2K | 0.05% | 00.0% | Unchanged |
| Weaver Consulting Group | 1,324 | $303.0K | 0.08% | +1+0.1% | Added |
| MFA Wealth Services | 1,323 | $302.8K | 0.23% | +17+1.3% | Added |
| Broyhill Asset Management | 1,323 | $302.7K | 0.28% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 1,320 | $302.1K | 0.02% | −16−1.2% | Reduced |
| Stableford Capital II LLC | 1,314 | $301.8K | 0.11% | +300+29.6% | Added |
| Fiduciary Financial Group, LLC | 1,319 | $301.7K | 0.05% | +28+2.2% | Added |
| Commonwealth Financial Services, LLC | 1,315 | $300.9K | 0.06% | +43+3.4% | Added |
| Aspen Grove Capital, LLC | 1,312 | $300.2K | 0.05% | +1,312 | New |
| Genesee Capital Advisors, LLC | 1,308 | $299.4K | 0.13% | +4+0.3% | Added |
| First Affirmative Financial Network | 1,308 | $299.3K | 0.15% | −310−19.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,300 | $297.5K | 0.07% | 00.0% | Unchanged |
| Claris Financial LLC | 1,297 | $296.7K | 0.22% | −431−24.9% | Reduced |
| Arrowroot Family Office, LLC | 1,296 | $296.4K | 0.13% | +1,296 | New |
| Strategic Wealth Designers | 1,295 | $296.3K | 0.43% | +82+6.8% | Added |
| Chesapeake Wealth Management | 1,285 | $294.0K | 0.10% | −51−3.8% | Reduced |
| Quent Capital, LLC | 1,284 | $293.9K | 0.03% | +151+13.3% | Added |
| Mather Group, LLC. | 1,283 | $293.5K | 0.00% | −12−0.9% | Reduced |
| Facet Wealth, Inc. | 1,278 | $293.0K | 0.01% | +218+20.6% | Added |
| Northwest Wealth Management, LLC | 1,280 | $292.9K | 0.05% | −125−8.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,271 | $290.8K | 0.01% | +1+0.1% | Added |
| Crewe Advisors LLC | 1,270 | $290.6K | 0.04% | +39+3.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,260 | $288.3K | 0.08% | +790+168.1% | Added |
| Freestone Capital Holdings, LLC | 1,252 | $286.4K | 0.01% | −108−7.9% | Reduced |
| Northstar Asset Management LLC | 1,250 | $286.0K | 0.07% | −130−9.4% | Reduced |
| Financial Insights, Inc. | 1,250 | $286.0K | 0.10% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,245 | $285.0K | 0.03% | +1+0.1% | Added |
| CLG LLC | 1,244 | $284.7K | 0.09% | +1+0.1% | Added |
| MEMBERS Trust Co | 1,240 | $283.7K | 0.01% | +1,240 | New |
| West Michigan Advisors, LLC | 1,240 | $283.6K | 0.08% | +21+1.7% | Added |
| Beacon Investment Advisors LLC | 1,238 | $282.7K | 0.12% | +1+0.1% | Added |
| CWM Advisors, LLC | 1,232 | $281.9K | 0.03% | −133−9.7% | Reduced |
| Paragon Capital Management Ltd | 1,231 | $281.9K | 0.05% | +2+0.2% | Added |
| First Financial Corp | 1,231 | $281.7K | 0.13% | −349−22.1% | Reduced |
| Volterra Technologies LP | 1,227 | $280.8K | 0.38% | +1,227 | New |
| SNS Financial Group, LLC | 1,227 | $280.7K | 0.03% | −13−1.0% | Reduced |
| Capital Planning Advisors, LLC | 1,226 | $280.5K | 0.04% | +1+0.1% | Added |
| Ironsides Asset Advisors, LLC | 1,224 | $280.1K | 0.08% | −70−5.4% | Reduced |
| A&I Financial Services, LLC | 1,224 | $280.1K | 0.16% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,223 | $279.8K | 0.05% | +1,000+448.4% | Added |
| New Covenant Trust Company, N.A. | 1,225 | $279.6K | 0.25% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,220 | $279.2K | 0.14% | −105−7.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,217 | $278.5K | 0.10% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 1,214 | $277.9K | 0.04% | +143+13.4% | Added |
| Sax Wealth Advisors, LLC | 1,214 | $277.8K | 0.02% | +190+18.6% | Added |
| WNY Asset Management, LLC | 1,207 | $276.2K | 0.03% | +300+33.1% | Added |
| First National Corp | 1,206 | $276.1K | 0.06% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,198 | $276.0K | 0.12% | +5+0.4% | Added |
| Phillips Wealth Planners LLC | 1,226 | $275.7K | 0.25% | −16−1.3% | Reduced |
| Childress Capital Advisors, LLC | 1,205 | $275.7K | 0.07% | +105+9.5% | Added |
| Dividend Assets Capital, LLC | 1,204 | $275.5K | 0.05% | −65−5.1% | Reduced |
| Payden & Rygel | 1,200 | $275.0K | 0.02% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 1,198 | $274.1K | 0.04% | −203−14.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,197 | $273.9K | 0.03% | +1,197 | New |
| Lincoln Capital Corp | 1,191 | $272.5K | 0.10% | +327+37.8% | Added |
| Brooks, Moore & Associates, Inc. | 1,188 | $272.3K | 0.15% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,190 | $272.2K | 0.04% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,186 | $271.5K | 0.01% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,180 | $270.0K | 0.03% | −260−18.1% | Reduced |
| Circle Wealth Management, LLC | 1,178 | $269.5K | 0.01% | +212+21.9% | Added |
| WealthPlan Investment Management, LLC | 1,173 | $268.4K | 0.02% | +73+6.6% | Added |
| Grant Street Asset Management, Inc. | 1,169 | $267.5K | 0.06% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,169 | $267.5K | 0.10% | −56−4.6% | Reduced |
| Green Harvest Asset Management LLC | 1,169 | $267.4K | 0.01% | −35−2.9% | Reduced |
| Argus Investors' Counsel, Inc. | 1,168 | $267.2K | 0.19% | −910−43.8% | Reduced |
| 1776 Wealth LLC | 1,163 | $266.2K | 0.11% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 1,163 | $265.9K | 0.06% | +23+2.0% | Added |
| Insight Advisors, LLC | 1,160 | $265.5K | 0.04% | −6−0.5% | Reduced |
| Mindset Wealth Management, LLC | 1,159 | $265.2K | 0.09% | +50+4.5% | Added |
| Sentry Investment Management LLC | 1,177 | $265.0K | 0.15% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 1,157 | $264.8K | 0.11% | +104+9.9% | Added |
| Principal Street Partners, LLC | 1,156 | $264.6K | 0.03% | +1,156 | New |
| LaFleur & Godfrey LLC | 1,152 | $263.6K | 0.03% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,152 | $263.6K | 0.05% | +1,152 | New |
| Financial Futures Ltd Liability Co. | 1,151 | $263.4K | 0.14% | −127−9.9% | Reduced |
| Whalerock Point Partners, LLC | 1,148 | $262.7K | 0.06% | +100+9.5% | Added |
| Trilogy Capital Inc. | 1,147 | $262.5K | 0.01% | −34−2.9% | Reduced |
| Avantra Family Wealth, Inc. | 1,145 | $262.0K | 0.22% | 00.0% | Unchanged |
| Tobam | 1,132 | $259.0K | 0.10% | −1,856−62.1% | Reduced |
| Camden National Bank | 1,129 | $258.3K | 0.04% | −79−6.5% | Reduced |
| Opinicus Capital, Inc. | 1,126 | $257.7K | 0.20% | +4+0.4% | Added |
| Winch Advisory Services, LLC | 1,125 | $257.4K | 0.06% | +2+0.2% | Added |
| A. D. Beadell Investment Counsel, Inc. | 1,125 | $257.0K | 0.20% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 1,122 | $256.8K | 0.02% | +140+14.3% | Added |
| Compass Ion Advisors, LLC | 1,121 | $256.4K | 0.03% | +3+0.3% | Added |
| Pasadena Private Wealth, LLC | 1,118 | $255.8K | 0.04% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,118 | $255.8K | 0.01% | +112+11.1% | Added |
| Cove Private Wealth, LLC | 1,117 | $255.6K | 0.09% | +1,117 | New |
| Mirador Capital Partners LP | 1,116 | $255.4K | 0.04% | −25−2.2% | Reduced |
| HC Advisors, LLC | 1,112 | $254.4K | 0.18% | 00.0% | Unchanged |