Skip to main content

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.

Institutional holdersQ3 2025: 2,180 institutions
Q1 2021: 1,493 institutionsQ2 2021: 1,526 institutionsQ3 2021: 1,551 institutionsQ4 2021: 1,700 institutionsQ1 2022: 1,665 institutionsQ2 2022: 1,678 institutionsQ3 2022: 1,695 institutionsQ4 2022: 1,741 institutionsQ1 2023: 1,737 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,751 institutionsQ4 2023: 1,875 institutionsQ1 2024: 1,976 institutionsQ2 2024: 2,007 institutionsQ3 2024: 1,999 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,234 institutionsQ3 2025: 2,180 institutionsQ4 2025: 2,325 institutionsQ1 2026: 2,375 institutionsQ2 2026: 2,379 institutions
Value heldQ3 2025: $70.8B
Q1 2021: $41.1BQ2 2021: $44.4BQ3 2021: $47.1BQ4 2021: $52.8BQ1 2022: $49.8BQ2 2022: $47.7BQ3 2022: $52.8BQ4 2022: $51.1BQ1 2023: $53.7BQ2 2023: $56.4BQ3 2023: $49.5BQ4 2023: $58.4BQ1 2024: $69.3BQ2 2024: $69.2BQ3 2024: $66.7BQ4 2024: $66.0BQ1 2025: $75.2BQ2 2025: $74.6BQ3 2025: $70.8BQ4 2025: $72.1BQ1 2026: $75.7BQ2 2026: $74.1B
Institutions holding WM and their total value by quarter
QuarterHoldersValue
Q2 20262,379$74.1B
Q1 20262,375$75.7B
Q4 20252,325$72.1B
Q3 20252,180$70.8B
Q2 20252,234$74.6B
Q1 20252,207$75.2B
Q4 20242,134$66.0B
Q3 20241,999$66.7B
Q2 20242,007$69.2B
Q1 20241,976$69.3B
Q4 20231,875$58.4B
Q3 20231,751$49.5B
Q2 20231,775$56.4B
Q1 20231,737$53.7B
Q4 20221,741$51.1B
Q3 20221,695$52.8B
Q2 20221,678$47.7B
Q1 20221,665$49.8B
Q4 20211,700$52.8B
Q3 20211,551$47.1B
Q2 20211,526$44.4B
Q1 20211,493$41.1B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q2 2025.

Institutions holding WM in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Marshall & Sterling Wealth Advisors Inc.2,442$536.8K0.34%−9−0.4%Reduced
M.E. Allison & Co., Inc.2,436$537.9K0.37%+983+67.7%Added
KPP Advisory Services LLC2,439$538.6K0.08%+67+2.8%Added
Cape Ann Savings Bank2,451$541.3K0.29%+105+4.5%Added
Accurate Wealth Management, LLC2,489$542.8K0.07%−11,032−81.6%Reduced
Clune & Associates, Ltd.2,458$542.8K0.14%00.0%Unchanged
Naviter Wealth, LLC2,459$543.0K0.06%+14+0.6%Added
Sage Mountain Advisors LLC2,481$547.8K0.03%−604−19.6%Reduced
Old Second National Bank of Aurora2,483$548.3K0.11%−40−1.6%Reduced
AdvisorNet Financial, Inc2,495$551.0K0.03%+81+3.4%Added
Centurion Wealth Management LLC2,499$551.8K0.13%+1,500+150.2%Added
Harrell Investment Partners, LLC2,508$553.8K0.13%+190+8.2%Added
Jennison Associates LLC2,509$554.1K0.00%00.0%Unchanged
Latitude Advisors, LLC2,511$554.5K0.25%+3+0.1%Added
Duncan Williams Asset Management, LLC2,520$556.5K0.16%00.0%Unchanged
RD Lewis Holdings, Inc.2,738$558.0K0.52%00.0%Unchanged
Parthenon LLC2,538$560.5K0.06%00.0%Unchanged
Per Stirling Capital Management, LLC.2,539$560.6K0.07%+2+0.1%Added
Sanders Morris Harris LLC2,542$561.4K0.07%00.0%Unchanged
Goelzer Investment Management, Inc.2,546$562.2K0.03%00.0%Unchanged
Capital Management Associates, Inc2,552$563.6K0.15%+408+19.0%Added
Successful Portfolios LLC2,562$565.8K0.33%−296−10.4%Reduced
Meridian Financial, LLC2,571$567.8K0.32%00.0%Unchanged
Alaethes Wealth LLC2,574$568.3K0.16%00.0%Unchanged
Personal Cfo Solutions, LLC2,578$569.4K0.10%+786+43.9%Added
MRP Capital Investments, LLC2,490$569.8K0.49%−1,625−39.5%Reduced
Newbridge Financial Services Group, Inc.2,590$571.9K0.09%−52−2.0%Reduced
Sompo Asset Management Co., Ltd.2,590$571.9K0.10%−240−8.5%Reduced
Crowley Wealth Management, Inc.2,590$572.0K0.45%00.0%Unchanged
Private Wealth Asset Management, LLC2,599$573.9K0.07%−55−2.1%Reduced
Ti-Trust, Inc2,603$574.8K0.36%00.0%Unchanged
Ring Mountain Capital, LLC2,605$575.0K0.32%+10.0%Added
Frank, Rimerman Advisors LLC2,605$575.3K0.04%−1,439−35.6%Reduced
Baker Avenue Asset Management, LP2,607$575.6K0.01%+7+0.3%Added
Van Cleef Asset Management,Inc2,615$577.6K0.06%+10.0%Added
Weinberger Asset Management, Inc2,618$578.1K0.21%+89+3.5%Added
Cahaba Wealth Management, Inc.2,626$579.9K0.04%−102−3.7%Reduced
Kuhn & Co Investment Counsel2,630$580.8K0.46%−16−0.6%Reduced
Sawyer & Company, Inc2,545$582.0K0.22%−988−28.0%Reduced
Stratos Wealth Advisors, LLC2,642$583.5K0.03%+402+17.9%Added
Badgley Phelps Wealth Managers, LLC2,646$584.3K0.01%−39−1.5%Reduced
Oak Harbor Wealth Partners, LLC2,648$584.8K0.14%+282+11.9%Added
Gs Investments, Inc.2,650$585.2K0.29%00.0%Unchanged
Appleton Partners Inc2,657$587.0K0.04%+25+0.9%Added
Moody National Bank Trust Division2,664$588.3K0.05%−27−1.0%Reduced
Cascades Capital Asset Management, LLC2,674$590.6K0.26%+3+0.1%Added
KLCM Advisors, Inc.2,676$591.0K0.06%−157−5.5%Reduced
Fiduciary Wealth Partners, LLC2,677$591.1K0.25%+2,631+5,719.6%Added
Eldridge Investment Advisors, Inc.2,687$593.4K0.14%00.0%Unchanged
Roman Butler Fullerton & Co3,005$593.5K0.16%−3,692−55.1%Reduced
Greatmark Investment Partners, Inc.2,725$601.8K0.07%−25−0.9%Reduced
W.G. Shaheen & Associates DBA Whitney & Co2,726$602.0K0.05%00.0%Unchanged
Court Place Advisors, LLC2,731$603.1K0.18%00.0%Unchanged
Moloney Securities Asset Management, LLC2,747$606.5K0.07%−175−6.0%Reduced
Spirit of America Management Corp2,750$607.3K0.12%+850+44.7%Added
111 Capital2,751$607.5K0.12%−4,756−63.4%Reduced
Keystone Financial Group2,753$608.0K0.05%+26+1.0%Added
Clarius Group, LLC2,759$609.3K0.04%−1,146−29.3%Reduced
Xcel Wealth Management, LLC2,764$610.4K0.16%00.0%Unchanged
Burney Co2,773$612.4K0.02%−1,492−35.0%Reduced
Meyer Handelman Co2,775$612.8K0.02%−150−5.1%Reduced
Central Valley Advisors, LLC2,779$613.6K0.19%−133−4.6%Reduced
Modern Wealth Management, LLC2,783$614.6K0.01%+149+5.7%Added
Vision Capital Management, Inc.2,804$619.2K0.08%+2+0.1%Added
Atwood & Palmer Inc2,805$619.4K0.04%00.0%Unchanged
Pure Financial Advisors, Inc.2,809$620.4K0.01%+178+6.8%Added
Sageworth Trust Co2,810$620.5K0.03%+2,810New
Beta Wealth Group, Inc.2,812$621.0K0.25%−8,779−75.7%Reduced
CMG Global Holdings, LLC2,909$621.6K0.30%00.0%Unchanged
GeoWealth Management, LLC2,819$622.6K0.02%−8−0.3%Reduced
Falcon Wealth Planning2,822$623.1K0.06%−59−2.0%Reduced
Marble Harbor Investment Counsel, LLC2,823$623.4K0.07%00.0%Unchanged
Alliance Wealth Advisors, LLC2,825$623.8K0.31%−500−15.0%Reduced
SL Advisors, LLC2,825$623.8K1.23%−191−6.3%Reduced
Peachtree Investment Partners, LLC2,835$626.1K0.22%−1,433−33.6%Reduced
Prescott Group Capital Management, L.L.C.2,842$627.6K0.07%00.0%Unchanged
Legacy Capital Group California, Inc.2,847$628.7K0.16%−2−0.1%Reduced
SBI Securities Co., Ltd.2,847$628.7K0.02%+229+8.7%Added
Insigneo Advisory Services, LLC2,861$631.9K0.04%−342−10.7%Reduced
Qtron Investments LLC2,871$634.0K0.08%−2,627−47.8%Reduced
Douglas Lane & Associates, LLC2,871$634.1K0.01%−15−0.5%Reduced
Connecticut Wealth Management, LLC2,891$638.5K0.03%−143−4.7%Reduced
Cornerstone Advisory, LLC2,894$639.0K0.06%−74−2.5%Reduced
Forza Wealth Management, LLC2,902$640.8K0.25%00.0%Unchanged
Mendel Money Management2,903$641.1K0.27%+50+1.8%Added
RW Investment Management LLC2,915$643.7K0.07%00.0%Unchanged
Journey Strategic Wealth LLC2,931$647.3K0.02%−1,719−37.0%Reduced
Illumine Investment Management, LLC2,934$647.9K0.46%00.0%Unchanged
Bridgewater Advisors Inc.3,248$648.3K0.04%+64+2.0%Added
Howard Capital Management Inc.2,941$649.5K0.01%−646−18.0%Reduced
Livforsakringsbolaget Skandia, Omsesidigt2,971$656.1K0.03%−100−3.3%Reduced
Mitchell McLeod Pugh & Williams Inc3,216$656.7K0.11%+2+0.1%Added
Groupama Asset Managment2,987$659.6K0.01%−8,799−74.7%Reduced
Auxano Advisors, LLC2,988$659.8K0.14%+5+0.2%Added
Core Wealth Partners LLC3,010$664.7K0.31%00.0%Unchanged
Stokes Family Office, LLC3,019$666.7K0.06%+1,098+57.2%Added
Apella Capital, LLC3,133$668.3K0.01%+126+4.2%Added
Westpac Banking Corp3,028$668.7K0.04%00.0%Unchanged
Epoch Investment Partners, Inc.3,034$670.0K0.00%00.0%Unchanged
Orrstown Financial Services Inc3,036$670.4K0.11%00.0%Unchanged