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 |
|---|---|---|---|---|---|
| Lakeshore Financial Planning, Inc. | 1,970 | $435.1K | 0.16% | +1+0.1% | Added |
| Ledyard National Bank | 1,973 | $435.7K | 0.04% | +19+1.0% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,976 | $436.0K | 0.05% | +2+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 1,975 | $436.1K | 0.18% | +263+15.4% | Added |
| Baker Boyer National Bank | 1,979 | $437.0K | 0.15% | 00.0% | Unchanged |
| XY Planning Network, Inc. | 1,910 | $437.0K | 0.15% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,980 | $437.2K | 0.32% | +450+29.4% | Added |
| First Nebraska Trust Co | 1,983 | $437.9K | 0.04% | 00.0% | Unchanged |
| Notis-McConarty Edward | 1,990 | $439.5K | 0.20% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 1,991 | $439.6K | 0.21% | −4−0.2% | Reduced |
| Csenge Advisory Group | 1,999 | $441.5K | 0.02% | −459−18.7% | Reduced |
| TCM Advisors, LLC | – | $441.7K | 0.37% | – | – |
| Corient IA LLC | 2,000 | $441.7K | 0.33% | −50−2.4% | Reduced |
| Johnson Bixby & Associates, LLC | 2,000 | $441.7K | 0.06% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 2,000 | $441.7K | 0.31% | 00.0% | Unchanged |
| Balboa Wealth Partners | 2,002 | $442.1K | 0.08% | +45+2.3% | Added |
| Ocean Capital Management, LLC | 2,013 | $444.5K | 0.09% | −112−5.3% | Reduced |
| Perfromance Wealth Partners, LLC | 2,014 | $444.8K | 0.01% | +2,014 | New |
| Orleans Capital Management Corp | 2,017 | $445.4K | 0.29% | −1,100−35.3% | Reduced |
| Brady Family Wealth, LLC | 2,017 | $445.4K | 0.14% | +911+82.4% | Added |
| Walter & Keenan Financial Consulting Co | 2,020 | $446.1K | 0.12% | −1,444−41.7% | Reduced |
| Courier Capital LLC | 2,032 | $448.8K | 0.03% | −15−0.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,038 | $450.0K | 0.03% | −26−1.3% | Reduced |
| Maia Wealth LLC | 2,248 | $450.7K | 0.08% | −68−2.9% | Reduced |
| Baring Financial LLC | 2,041 | $450.8K | 0.31% | −9−0.4% | Reduced |
| Vigilare Wealth Management | 2,046 | $451.8K | 0.16% | −1,022−33.3% | Reduced |
| Beck Mack & Oliver LLC | 2,048 | $452.3K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 2,056 | $454.0K | 0.09% | +106+5.4% | Added |
| Arlington Trust Co LLC | 2,060 | $454.9K | 0.08% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2,060 | $455.0K | 0.28% | +17+0.8% | Added |
| Herold Advisors, Inc. | 2,065 | $456.1K | 0.11% | −770−27.2% | Reduced |
| Tyche Wealth Partners LLC | 2,067 | $456.5K | 0.08% | −82−3.8% | Reduced |
| Allegheny Financial Group LTD | 2,068 | $456.9K | 0.09% | +47+2.3% | Added |
| Capital Advisors, Ltd. LLC | 2,078 | $459.0K | 0.05% | −10.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,088 | $459.1K | 0.07% | +92+4.6% | Added |
| Wealth Management Partners, LLC | 2,081 | $459.5K | 0.15% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 2,092 | $462.0K | 0.15% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 2,098 | $463.4K | 0.12% | −59−2.7% | Reduced |
| Reliant Investment Partners, LLC | 2,109 | $463.5K | 0.36% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,100 | $463.7K | 0.27% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 2,104 | $464.6K | 0.21% | −35−1.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,106 | $465.1K | 0.04% | −894−29.8% | Reduced |
| Canopy Partners, LLC | 2,106 | $465.1K | 0.16% | −50−2.3% | Reduced |
| Nilsine Partners, LLC | 2,137 | $472.0K | 0.04% | +1,047+96.1% | Added |
| Compass Capital Corp | 2,362 | $473.6K | 0.21% | −130−5.2% | Reduced |
| Trust Co of the South | 2,148 | $474.3K | 0.08% | +333+18.3% | Added |
| Tradition Wealth Management, LLC | 2,148 | $474.4K | 0.04% | −20−0.9% | Reduced |
| VSM Wealth Advisory, LLC | 2,149 | $474.6K | 0.15% | −18−0.8% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,164 | $477.9K | 0.05% | −127−5.5% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,164 | $477.9K | 0.16% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 2,180 | $481.0K | 0.04% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 2,182 | $481.8K | 0.32% | +7+0.3% | Added |
| Kames Capital plc | 2,189 | $483.5K | 0.01% | +615+39.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,192 | $484.0K | 0.15% | +14+0.6% | Added |
| Patron Partners Advisors, LLC | 2,200 | $485.9K | 0.22% | +6+0.3% | Added |
| American Institute for Advanced Investment Management, LLP | 2,205 | $486.9K | 0.32% | −45−2.0% | Reduced |
| Partners Capital Investment Group, LLP | 2,219 | $490.0K | 0.02% | +424+23.6% | Added |
| Lewis Asset Management, LLC | 2,222 | $490.6K | 0.20% | +10.0% | Added |
| Southeast Asset Advisors Inc. | 2,235 | $493.5K | 0.05% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 2,241 | $494.9K | 0.04% | +21+0.9% | Added |
| Clearview Wealth Advisors LLC | 2,241 | $494.9K | 0.32% | −65−2.8% | Reduced |
| CVA Family Office, LLC | 2,245 | $495.7K | 0.06% | +67+3.1% | Added |
| Needham Investment Management LLC | 2,250 | $496.9K | 0.03% | +2,250 | New |
| Canandaigua National Bank & Trust Co | 2,253 | $497.5K | 0.04% | +3+0.1% | Added |
| Rossmore Private Capital | 2,272 | $501.7K | 0.05% | +612+36.9% | Added |
| Fukoku Mutual Life Insurance Co | 2,276 | $502.6K | 0.03% | −202−8.2% | Reduced |
| KMG Fiduciary Partners, LLC | 2,276 | $502.6K | 0.03% | 00.0% | Unchanged |
| David Loasby | 2,312 | $503.0K | 0.04% | −30−1.3% | Reduced |
| JT Stratford LLC | 2,286 | $504.8K | 0.07% | −110−4.6% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,286 | $504.8K | 0.11% | 00.0% | Unchanged |
| Claro Advisors LLC | 2,295 | $506.8K | 0.07% | −957−29.4% | Reduced |
| IMS Capital Management | 2,296 | $507.1K | 0.23% | −1,125−32.9% | Reduced |
| Catalyst Financial Partners LLC | 2,313 | $510.8K | 0.06% | −75−3.1% | Reduced |
| Adell Harriman & Carpenter Inc | 2,314 | $511.0K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,315 | $511.3K | 0.02% | +5+0.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,317 | $511.7K | 0.04% | +197+9.3% | Added |
| Trust Co | 2,320 | $512.3K | 0.05% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 2,323 | $513.1K | 0.03% | −837−26.5% | Reduced |
| Geneva Partners, LLC | 2,328 | $514.1K | 0.19% | +94+4.2% | Added |
| Sherbrooke Park Advisers LLC | 2,331 | $514.8K | 0.24% | +900+62.9% | Added |
| Fox Run Management, L.L.C. | 2,335 | $515.6K | 0.08% | −6,741−74.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,341 | $517.0K | 0.11% | −133−5.4% | Reduced |
| PDS Planning, Inc | 2,342 | $517.1K | 0.04% | −209−8.2% | Reduced |
| RFG Advisory, LLC | 2,346 | $518.1K | 0.01% | −686−22.6% | Reduced |
| Hudock, Inc. | 2,350 | $519.1K | 0.08% | +10.0% | Added |
| Cassaday & Co Wealth Management LLC | 2,353 | $519.6K | 0.01% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 2,369 | $523.0K | 0.11% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,372 | $523.8K | 0.08% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 2,379 | $525.4K | 0.04% | +80+3.5% | Added |
| Trustmark National Bank Trust Department | 2,380 | $525.6K | 0.03% | −410−14.7% | Reduced |
| Formidable Asset Management, LLC | 2,317 | $530.2K | 0.08% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 2,401 | $530.2K | 0.05% | +2,401 | New |
| Fosun International Ltd | 2,401 | $530.2K | 0.20% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 2,415 | $533.3K | 0.05% | −150−5.8% | Reduced |
| Zullo Investment Group, Inc. | 2,422 | $534.9K | 0.20% | −73−2.9% | Reduced |
| Buska Wealth Management, LLC | 2,426 | $535.6K | 0.16% | −24−1.0% | Reduced |
| Stablepoint Partners, LLC | 2,426 | $535.7K | 0.09% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 2,429 | $536.4K | 0.01% | −2,228−47.8% | Reduced |
| Primoris Wealth Advisors, LLC | 2,429 | $536.4K | 0.34% | +15+0.6% | Added |
| Cardinal Point Capital Management, ULC | 2,465 | $536.6K | 0.04% | +141+6.1% | Added |