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, Q3 2025
Institutional positions in Waste Management Inc as of Sep 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
- 2,180
- −26 vs. Q2 2025
- Shares held
- 321.0M
- −284.3K (−0.1%) vs. Q2 2025
- Total value
- $70.8B
- −$2.54B (−3.5%) vs. Q2 2025
- New holders
- 116
- 910 more added
- Sold out
- 142
- 788 more reduced
28 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quotient Wealth Partners, LLC | 3,037 | $670.6K | 0.02% | −151−4.7% | Reduced |
| Stony Point Wealth Management Inc. | 3,037 | $670.7K | 0.27% | +2+0.1% | Added |
| Dogwood Wealth Management LLC | 3,043 | $672.0K | 0.31% | +99+3.4% | Added |
| Fundamentun, LLC | 3,045 | $672.6K | 0.03% | +53+1.8% | Added |
| Avantax Planning Partners, Inc. | 3,048 | $673.0K | 0.02% | −625−17.0% | Reduced |
| Oakworth Capital, Inc. | 3,055 | $674.6K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,059 | $675.5K | 0.16% | +127+4.3% | Added |
| Shoker Investment Counsel, Inc. | 3,068 | $677.5K | 0.20% | +3+0.1% | Added |
| Real Talk Capital, LLC | 3,082 | $680.6K | 0.73% | +29+0.9% | Added |
| Panagora Asset Management Inc | 3,083 | $680.8K | 0.00% | 00.0% | Unchanged |
| Lynch & Associates | 3,086 | $681.5K | 0.13% | +6+0.2% | Added |
| Boston Research & Management Inc | 3,090 | $682.4K | 0.15% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 3,094 | $683.2K | 0.04% | −27−0.9% | Reduced |
| Intrua Financial, LLC | 3,116 | $688.0K | 0.08% | +525+20.3% | Added |
| ExodusPoint Capital Management, LP | 3,139 | $693.2K | 0.01% | +3,139 | New |
| Inspirion Wealth Advisors, LLC | 3,345 | $694.4K | 0.10% | +1,632+95.3% | Added |
| Americana Partners, LLC | 3,148 | $695.3K | 0.02% | −4−0.1% | Reduced |
| Beaumont Financial Advisors, LLC | 3,152 | $696.1K | 0.05% | −74−2.3% | Reduced |
| Element Squared LLC | 3,157 | $697.2K | 0.40% | +777+32.6% | Added |
| Plante Moran Financial Advisors, LLC | 3,159 | $697.6K | 0.04% | +2,671+547.3% | Added |
| Murphy & Mullick Capital Management Corp | 3,165 | $698.6K | 0.52% | +25+0.8% | Added |
| Arq Wealth Advisors, LLC | 3,172 | $700.5K | 0.21% | +3,172 | New |
| Lester Murray Antman dba SimplyRich | 3,175 | $701.0K | 0.19% | −3−0.1% | Reduced |
| Keel Point, LLC | 3,181 | $702.5K | 0.04% | −201−5.9% | Reduced |
| Potomac Fund Management Inc | 3,199 | $706.4K | 0.03% | +3,199 | New |
| Richwood Investment Advisors, LLC | 3,200 | $706.7K | 0.55% | −50−1.5% | Reduced |
| Montecito Bank & Trust | 3,204 | $707.5K | 0.11% | +3,204 | New |
| Asset Planning,Inc | 3,213 | $709.6K | 0.51% | +10+0.3% | Added |
| Modera Wealth Management, LLC | 3,217 | $710.5K | 0.01% | +96+3.1% | Added |
| Tradewinds, LLC. | 3,223 | $711.7K | 0.17% | +3,223 | New |
| Kovack Advisors, Inc. | 3,226 | $712.4K | 0.07% | +20+0.6% | Added |
| Princeton Global Asset Management LLC | 3,239 | $715.2K | 0.12% | +1,738+115.8% | Added |
| Mechanics Financial Corp | 3,241 | $715.7K | 0.27% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,245 | $716.6K | 0.06% | +411+14.5% | Added |
| Cozad Asset Management Inc | 3,253 | $718.4K | 0.06% | 00.0% | Unchanged |
| Busey Wealth Management | 3,254 | $718.6K | 0.02% | +53+1.7% | Added |
| Berkshire Bank | 3,257 | $719.2K | 0.15% | −164−4.8% | Reduced |
| Armis Advisers, LLC | 3,524 | $720.8K | 0.07% | −52−1.5% | Reduced |
| Hohimer Wealth Management, LLC | 3,264 | $720.8K | 0.10% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,267 | $721.5K | 0.03% | +228+7.5% | Added |
| Intrepid Capital Management Inc | 3,271 | $722.4K | 0.28% | +3,271 | New |
| Madison Asset Management, LLC | 3,275 | $723.2K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,277 | $723.7K | 0.01% | +341+11.6% | Added |
| Ipsen Advisor Group LLC | 3,280 | $724.4K | 0.52% | −19−0.6% | Reduced |
| Chancellor Financial Group WB LP | 3,281 | $724.6K | 0.52% | +31+1.0% | Added |
| First Foundation Advisors | 3,293 | $727.3K | 0.03% | +21+0.6% | Added |
| Yarbrough Capital, LLC | 3,299 | $728.5K | 0.02% | +1,564+90.1% | Added |
| Fire Capital Management LLC | 3,305 | $729.8K | 0.42% | +104+3.2% | Added |
| World Equity Group, Inc. | 3,343 | $738.2K | 0.17% | +1,734+107.8% | Added |
| Waterway Wealth Management, LLC | 3,352 | $740.1K | 0.18% | +705+26.6% | Added |
| Waverton Investment Management Ltd | 3,360 | $742.2K | 0.01% | −713−17.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,362 | $742.5K | 0.17% | −103−3.0% | Reduced |
| Johnson Financial Group, Inc. | 3,363 | $742.7K | 0.03% | +1,350+67.1% | Added |
| Shepherd Financial Partners LLC | 3,369 | $743.9K | 0.07% | +10.0% | Added |
| Bill Few Associates, Inc. | 3,370 | $744.2K | 0.19% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 3,757 | $753.0K | 0.23% | +3,757 | New |
| Morton Capital Management LLC | 3,421 | $755.5K | 0.12% | 00.0% | Unchanged |
| Finivi Inc. | 3,422 | $755.7K | 0.48% | +7+0.2% | Added |
| Plimoth Trust Co LLC | 3,438 | $759.2K | 0.17% | +3,438 | New |
| Ameritas Investment Partners, Inc. | 3,441 | $759.8K | 0.02% | −101−2.9% | Reduced |
| KWB Wealth | 3,322 | $760.1K | 0.08% | −285−7.9% | Reduced |
| Davis R M Inc | 3,454 | $762.8K | 0.01% | +198+6.1% | Added |
| Bond & Devick Financial Network, Inc. | 3,465 | $765.2K | 0.23% | +65+1.9% | Added |
| Birchbrook, Inc. | 3,485 | $769.6K | 0.40% | +228+7.0% | Added |
| MCF Advisors LLC | 3,491 | $770.9K | 0.05% | +15+0.4% | Added |
| Howe & Rusling Inc | 3,492 | $771.2K | 0.05% | −35−1.0% | Reduced |
| Bramshill Investments, LLC | 3,500 | $772.9K | 0.05% | +3,500 | New |
| Kinneret Advisory, LLC | 3,504 | $773.8K | 0.07% | −16−0.5% | Reduced |
| Spinnaker Trust | 3,504 | $773.8K | 0.04% | 00.0% | Unchanged |
| Thomasville National Bank | 3,513 | $775.8K | 0.05% | +1,000+39.8% | Added |
| Bravias Capital Group, LLC | 3,533 | $780.3K | 0.52% | +114+3.3% | Added |
| Glenview Trust Co | 3,537 | $781.1K | 0.01% | +199+6.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,542 | $782.2K | 0.02% | −334−8.6% | Reduced |
| Waterloo Capital, L.P. | 3,554 | $784.7K | 0.06% | +93+2.7% | Added |
| King Wealth | 3,566 | $787.0K | 0.10% | +2+0.1% | Added |
| J.Safra Asset Management Corp | 3,600 | $795.1K | 0.05% | +520+16.9% | Added |
| Evergreen Capital Management LLC | 3,605 | $796.1K | 0.02% | +66+1.9% | Added |
| NCM Capital Management, LLC | 3,623 | $800.0K | 0.31% | −115−3.1% | Reduced |
| Virtu Financial LLC | 3,624 | $800.0K | 0.04% | −8,768−70.8% | Reduced |
| Verus Capital Partners, LLC | 3,628 | $801.2K | 0.06% | −532−12.8% | Reduced |
| Quest Investment Management LLC | 3,631 | $801.8K | 0.08% | +51+1.4% | Added |
| Cigna Investments Inc | 3,635 | $802.0K | 0.11% | −60−1.6% | Reduced |
| Drive Wealth Management, LLC | 3,651 | $806.3K | 0.17% | −68−1.8% | Reduced |
| HF Advisory Group, LLC | 3,664 | $809.1K | 0.30% | +86+2.4% | Added |
| Pine Valley Investments Ltd Liability Co | 3,671 | $810.6K | 0.04% | +177+5.1% | Added |
| Community Bank & Trust, Waco, Texas | 3,692 | $815.0K | 0.17% | +246+7.1% | Added |
| Arthur M. Cohen & Associates, LLC | 3,695 | $816.0K | 0.14% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 3,700 | $817.1K | 0.44% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 3,772 | $829.8K | 0.22% | −634−14.4% | Reduced |
| First National Bank of Hutchinson | 3,770 | $832.5K | 0.44% | +169+4.7% | Added |
| EverSource Wealth Advisors, LLC | 3,770 | $832.6K | 0.03% | −164−4.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,795 | $838.2K | 0.10% | +88+2.4% | Added |
| Koa Wealth Management, LLC | 3,799 | $838.9K | 0.62% | +18+0.5% | Added |
| Central Pacific Bank - Trust Division | 3,800 | $839.2K | 0.10% | 00.0% | Unchanged |
| Lantz Financial LLC | 3,804 | $839.9K | 0.19% | +3,804 | New |
| Everett Harris & Co | 3,813 | $842.0K | 0.01% | −24−0.6% | Reduced |
| Kozak & Associates, Inc. | 4,052 | $842.7K | 0.17% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 3,842 | $848.0K | 0.02% | +3,842 | Added |
| Regatta Capital Group, LLC | 3,844 | $848.9K | 0.13% | −14−0.4% | Reduced |
| Gladstone Institutional Advisory LLC | 3,853 | $850.8K | 0.03% | +49+1.3% | Added |