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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 963 | $220.4K | 0.02% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 958 | $219.2K | 0.02% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 958 | $219.2K | 0.03% | 00.0% | Unchanged |
| Onefund, LLC | 955 | $219.0K | 0.16% | −15−1.5% | Reduced |
| Semus Wealth Partners LLC | 956 | $218.7K | 0.14% | +3+0.3% | Added |
| Caitong International Asset Management Co., Ltd | 952 | $217.8K | 0.16% | +952 | New |
| Apexium Financial, LP | 951 | $217.6K | 0.01% | +53+5.9% | Added |
| Lumbard & Kellner, LLC | 950 | $217.4K | 0.09% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 950 | $217.4K | 0.14% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 949 | $217.3K | 0.10% | −79−7.7% | Reduced |
| Blalock Williams, LLC | 949 | $217.2K | 0.22% | −23−2.4% | Reduced |
| James J. Burns & Company, LLC | 949 | $217.1K | 0.04% | 00.0% | Unchanged |
| GDS Wealth Management | 948 | $216.9K | 0.02% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 947 | $216.6K | 0.01% | +947 | New |
| Virtus ETF Advisers LLC | 945 | $216.2K | 0.13% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 945 | $216.2K | 0.12% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 944 | $216.0K | 0.08% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 940 | $215.1K | 0.07% | −12−1.3% | Reduced |
| Optas, LLC | 940 | $215.1K | 0.04% | −1,299−58.0% | Reduced |
| CFM Wealth Partners LLC | 937 | $214.4K | 0.03% | 00.0% | Unchanged |
| TFR Capital, LLC. | 935 | $213.9K | 0.08% | +11+1.2% | Added |
| Prosperity Financial Group, Inc. | 934 | $213.7K | 0.09% | +6+0.6% | Added |
| Birch Financial Group, LLC | 934 | $213.6K | 0.17% | +34+3.8% | Added |
| Sovereign Financial Group, Inc. | 928 | $212.3K | 0.04% | +5+0.5% | Added |
| Gateway Wealth Partners, LLC | 923 | $211.2K | 0.04% | 00.0% | Unchanged |
| Lake Street Financial LLC | 922 | $211.0K | 0.03% | +922 | New |
| Castle Wealth Management LLC | 919 | $210.3K | 0.08% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 917 | $209.8K | 0.01% | 00.0% | Unchanged |
| Second Line Capital, LLC | 915 | $209.4K | 0.05% | −99−9.8% | Reduced |
| Resurgent Financial Advisors LLC | 915 | $209.4K | 0.11% | +26+2.9% | Added |
| SLT Holdings LLC | 915 | $209.4K | 0.16% | +915 | New |
| Meadow Creek Wealth Advisors LLC | 912 | $208.7K | 0.14% | +28+3.2% | Added |
| Sloy Dahl & Holst, LLC | 910 | $208.2K | 0.03% | 00.0% | Unchanged |
| US Asset Management LLC | 904 | $206.9K | 0.18% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 901 | $206.2K | 0.03% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 901 | $206.2K | 0.09% | +1+0.1% | Added |
| Meridian Wealth Partners, LLC | 900 | $206.0K | 0.03% | +11+1.2% | Added |
| Sonata Capital Group Inc | 900 | $206.0K | 0.08% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 900 | $205.9K | 0.01% | −22−2.4% | Reduced |
| Biltmore Wealth Management, LLC | 900 | $205.9K | 0.08% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 899 | $205.7K | 0.07% | +899 | New |
| Fingerlakes Wealth Management, Inc. | 898 | $205.4K | 0.15% | +3+0.3% | Added |
| MQS Management LLC | 897 | $205.3K | 0.11% | +897 | New |
| Prelude Capital Management, LLC | 896 | $205.0K | 0.02% | −123−12.1% | Reduced |
| Lazari Capital Management, Inc. | 896 | $205.0K | 0.08% | 00.0% | Unchanged |
| Gleason Group, Inc. | 895 | $204.8K | 0.02% | +3+0.3% | Added |
| Capital Performance Advisors LLP | 894 | $204.6K | 0.04% | +894 | New |
| Sunbelt Securities, Inc. | 1,013 | $204.3K | 0.02% | −556−35.4% | Reduced |
| Threadgill Financial, LLC | 892 | $204.1K | 0.11% | −5−0.6% | Reduced |
| TSFG, LLC | 889 | $204.0K | 0.04% | +1+0.1% | Added |
| SRS Capital Advisors, Inc. | 884 | $202.3K | 0.01% | +168+23.5% | Added |
| Sherman Asset Management, Inc. | 883 | $202.2K | 0.18% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 883 | $202.1K | 0.05% | +1+0.1% | Added |
| Headland Capital, LLC | 882 | $201.9K | 0.06% | −23−2.5% | Reduced |
| Flynn Zito Capital Management, LLC | 877 | $200.6K | 0.08% | +3+0.3% | Added |
| Marathon Capital Management | 875 | $200.2K | 0.05% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 875 | $200.2K | 0.01% | 00.0% | Unchanged |
| Seeds Investor LLC | 875 | $200.2K | 0.05% | −365−29.4% | Reduced |
| Venturi Wealth Management, LLC | 869 | $198.8K | 0.01% | −303−25.9% | Reduced |
| Deseret Mutual Benefit Administrators | 866 | $198.2K | 0.09% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 851 | $194.7K | 0.05% | −361−29.8% | Reduced |
| Golden State Wealth Management, LLC | 849 | $194.4K | 0.02% | +60+7.6% | Added |
| Nalls Sherbakoff Group, LLC | 839 | $192.0K | 0.14% | −33−3.8% | Reduced |
| Opal Wealth Advisors, LLC | 832 | $190.4K | 0.05% | +491+144.0% | Added |
| Hanson & Doremus Investment Management | 805 | $184.0K | 0.02% | +159+24.6% | Added |
| Hills Bank & Trust Co | 800 | $183.1K | 0.01% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 800 | $183.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 792 | $181.3K | 0.07% | 00.0% | Unchanged |
| Asset Dedication, LLC | 787 | $180.2K | 0.01% | −6−0.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 769 | $179.2K | 0.06% | +769 | New |
| Valley National Advisers Inc | 780 | $178.0K | 0.03% | −1−0.1% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 776 | $177.6K | 0.03% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 774 | $177.1K | 0.09% | −30−3.7% | Reduced |
| Granite FO LLC | 770 | $176.2K | 0.10% | 00.0% | Unchanged |
| Clean Yield Group | 751 | $171.8K | 0.05% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 750 | $171.6K | 0.13% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 745 | $170.0K | 0.01% | −5−0.7% | Reduced |
| GW&K Investment Management, LLC | 733 | $168.0K | 0.00% | +21+2.9% | Added |
| Centricity Wealth Management, LLC | 708 | $162.0K | 0.13% | 00.0% | Unchanged |
| First Community Trust NA | 700 | $160.2K | 0.13% | 00.0% | Unchanged |
| Concord Wealth Partners | 698 | $159.7K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 696 | $159.3K | 0.00% | −537−43.6% | Reduced |
| Hemington Wealth Management | 677 | $154.0K | 0.02% | −8−1.2% | Reduced |
| Mascoma Wealth Management LLC | 660 | $151.0K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 658 | $150.6K | 0.05% | +478+265.6% | Added |
| Evelyn Partners Investment Management LLP | 650 | $148.7K | 0.00% | −90−12.2% | Reduced |
| Kestra Investment Management, LLC | 619 | $143.3K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 612 | $140.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 606 | $138.7K | 0.03% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 585 | $133.0K | 0.05% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 578 | $132.3K | 0.06% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 572 | $130.9K | 0.01% | −10−1.7% | Reduced |
| High Note Wealth, LLC | 571 | $130.7K | 0.03% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 570 | $130.4K | 0.05% | −243−29.9% | Reduced |
| Y.D. More Investments Ltd | 570 | $130.4K | 0.01% | +570 | New |
| Essex Investment Management Co LLC | 567 | $129.7K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 565 | $129.3K | 0.10% | +565 | New |
| IMG Wealth Management, Inc. | 553 | $126.5K | 0.10% | +15+2.8% | Added |
| Salomon & Ludwin, LLC | 562 | $125.5K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 544 | $124.5K | 0.05% | 00.0% | Unchanged |