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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 2,871 | $634.0K | 0.08% | −2,627−47.8% | Reduced |
| Insigneo Advisory Services, LLC | 2,861 | $631.9K | 0.04% | −342−10.7% | Reduced |
| Legacy Capital Group California, Inc. | 2,847 | $628.7K | 0.16% | −2−0.1% | Reduced |
| SBI Securities Co., Ltd. | 2,847 | $628.7K | 0.02% | +229+8.7% | Added |
| Prescott Group Capital Management, L.L.C. | 2,842 | $627.6K | 0.07% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 2,835 | $626.1K | 0.22% | −1,433−33.6% | Reduced |
| Alliance Wealth Advisors, LLC | 2,825 | $623.8K | 0.31% | −500−15.0% | Reduced |
| SL Advisors, LLC | 2,825 | $623.8K | 1.23% | −191−6.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,823 | $623.4K | 0.07% | 00.0% | Unchanged |
| Falcon Wealth Planning | 2,822 | $623.1K | 0.06% | −59−2.0% | Reduced |
| GeoWealth Management, LLC | 2,819 | $622.6K | 0.02% | −8−0.3% | Reduced |
| CMG Global Holdings, LLC | 2,909 | $621.6K | 0.30% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 2,812 | $621.0K | 0.25% | −8,779−75.7% | Reduced |
| Sageworth Trust Co | 2,810 | $620.5K | 0.03% | +2,810 | New |
| Pure Financial Advisors, Inc. | 2,809 | $620.4K | 0.01% | +178+6.8% | Added |
| Atwood & Palmer Inc | 2,805 | $619.4K | 0.04% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 2,804 | $619.2K | 0.08% | +2+0.1% | Added |
| Modern Wealth Management, LLC | 2,783 | $614.6K | 0.01% | +149+5.7% | Added |
| Central Valley Advisors, LLC | 2,779 | $613.6K | 0.19% | −133−4.6% | Reduced |
| Meyer Handelman Co | 2,775 | $612.8K | 0.02% | −150−5.1% | Reduced |
| Burney Co | 2,773 | $612.4K | 0.02% | −1,492−35.0% | Reduced |
| Xcel Wealth Management, LLC | 2,764 | $610.4K | 0.16% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,759 | $609.3K | 0.04% | −1,146−29.3% | Reduced |
| Keystone Financial Group | 2,753 | $608.0K | 0.05% | +26+1.0% | Added |
| 111 Capital | 2,751 | $607.5K | 0.12% | −4,756−63.4% | Reduced |
| Spirit of America Management Corp | 2,750 | $607.3K | 0.12% | +850+44.7% | Added |
| Moloney Securities Asset Management, LLC | 2,747 | $606.5K | 0.07% | −175−6.0% | Reduced |
| Court Place Advisors, LLC | 2,731 | $603.1K | 0.18% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,726 | $602.0K | 0.05% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 2,725 | $601.8K | 0.07% | −25−0.9% | Reduced |
| Roman Butler Fullerton & Co | 3,005 | $593.5K | 0.16% | −3,692−55.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 2,687 | $593.4K | 0.14% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 2,677 | $591.1K | 0.25% | +2,631+5,719.6% | Added |
| KLCM Advisors, Inc. | 2,676 | $591.0K | 0.06% | −157−5.5% | Reduced |
| Cascades Capital Asset Management, LLC | 2,674 | $590.6K | 0.26% | +3+0.1% | Added |
| Moody National Bank Trust Division | 2,664 | $588.3K | 0.05% | −27−1.0% | Reduced |
| Appleton Partners Inc | 2,657 | $587.0K | 0.04% | +25+0.9% | Added |
| Gs Investments, Inc. | 2,650 | $585.2K | 0.29% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 2,648 | $584.8K | 0.14% | +282+11.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,646 | $584.3K | 0.01% | −39−1.5% | Reduced |
| Stratos Wealth Advisors, LLC | 2,642 | $583.5K | 0.03% | +402+17.9% | Added |
| Sawyer & Company, Inc | 2,545 | $582.0K | 0.22% | −988−28.0% | Reduced |
| Kuhn & Co Investment Counsel | 2,630 | $580.8K | 0.46% | −16−0.6% | Reduced |
| Cahaba Wealth Management, Inc. | 2,626 | $579.9K | 0.04% | −102−3.7% | Reduced |
| Weinberger Asset Management, Inc | 2,618 | $578.1K | 0.21% | +89+3.5% | Added |
| Van Cleef Asset Management,Inc | 2,615 | $577.6K | 0.06% | +10.0% | Added |
| Baker Avenue Asset Management, LP | 2,607 | $575.6K | 0.01% | +7+0.3% | Added |
| Frank, Rimerman Advisors LLC | 2,605 | $575.3K | 0.04% | −1,439−35.6% | Reduced |
| Ring Mountain Capital, LLC | 2,605 | $575.0K | 0.32% | +10.0% | Added |
| Ti-Trust, Inc | 2,603 | $574.8K | 0.36% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2,599 | $573.9K | 0.07% | −55−2.1% | Reduced |
| Crowley Wealth Management, Inc. | 2,590 | $572.0K | 0.45% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 2,590 | $571.9K | 0.10% | −240−8.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,590 | $571.9K | 0.09% | −52−2.0% | Reduced |
| MRP Capital Investments, LLC | 2,490 | $569.8K | 0.49% | −1,625−39.5% | Reduced |
| Personal Cfo Solutions, LLC | 2,578 | $569.4K | 0.10% | +786+43.9% | Added |
| Alaethes Wealth LLC | 2,574 | $568.3K | 0.16% | 00.0% | Unchanged |
| Meridian Financial, LLC | 2,571 | $567.8K | 0.32% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,562 | $565.8K | 0.33% | −296−10.4% | Reduced |
| Capital Management Associates, Inc | 2,552 | $563.6K | 0.15% | +408+19.0% | Added |
| Goelzer Investment Management, Inc. | 2,546 | $562.2K | 0.03% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 2,542 | $561.4K | 0.07% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 2,539 | $560.6K | 0.07% | +2+0.1% | Added |
| Parthenon LLC | 2,538 | $560.5K | 0.06% | 00.0% | Unchanged |
| RD Lewis Holdings, Inc. | 2,738 | $558.0K | 0.52% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 2,520 | $556.5K | 0.16% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,511 | $554.5K | 0.25% | +3+0.1% | Added |
| Jennison Associates LLC | 2,509 | $554.1K | 0.00% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 2,508 | $553.8K | 0.13% | +190+8.2% | Added |
| Centurion Wealth Management LLC | 2,499 | $551.8K | 0.13% | +1,500+150.2% | Added |
| AdvisorNet Financial, Inc | 2,495 | $551.0K | 0.03% | +81+3.4% | Added |
| Old Second National Bank of Aurora | 2,483 | $548.3K | 0.11% | −40−1.6% | Reduced |
| Sage Mountain Advisors LLC | 2,481 | $547.8K | 0.03% | −604−19.6% | Reduced |
| Naviter Wealth, LLC | 2,459 | $543.0K | 0.06% | +14+0.6% | Added |
| Clune & Associates, Ltd. | 2,458 | $542.8K | 0.14% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,489 | $542.8K | 0.07% | −11,032−81.6% | Reduced |
| Cape Ann Savings Bank | 2,451 | $541.3K | 0.29% | +105+4.5% | Added |
| KPP Advisory Services LLC | 2,439 | $538.6K | 0.08% | +67+2.8% | Added |
| M.E. Allison & Co., Inc. | 2,436 | $537.9K | 0.37% | +983+67.7% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 2,442 | $536.8K | 0.34% | −9−0.4% | Reduced |
| Cardinal Point Capital Management, ULC | 2,465 | $536.6K | 0.04% | +141+6.1% | Added |
| Primoris Wealth Advisors, LLC | 2,429 | $536.4K | 0.34% | +15+0.6% | Added |
| Phoenix Holdings Ltd. | 2,429 | $536.4K | 0.01% | −2,228−47.8% | Reduced |
| Stablepoint Partners, LLC | 2,426 | $535.7K | 0.09% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 2,426 | $535.6K | 0.16% | −24−1.0% | Reduced |
| Zullo Investment Group, Inc. | 2,422 | $534.9K | 0.20% | −73−2.9% | Reduced |
| Tributary Capital Management, LLC | 2,415 | $533.3K | 0.05% | −150−5.8% | Reduced |
| Fosun International Ltd | 2,401 | $530.2K | 0.20% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 2,401 | $530.2K | 0.05% | +2,401 | New |
| Formidable Asset Management, LLC | 2,317 | $530.2K | 0.08% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 2,380 | $525.6K | 0.03% | −410−14.7% | Reduced |
| Capital Investment Advisory Services, LLC | 2,379 | $525.4K | 0.04% | +80+3.5% | Added |
| Wellington Shields Capital Management, LLC | 2,372 | $523.8K | 0.08% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 2,369 | $523.0K | 0.11% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,353 | $519.6K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 2,350 | $519.1K | 0.08% | +10.0% | Added |
| RFG Advisory, LLC | 2,346 | $518.1K | 0.01% | −686−22.6% | Reduced |
| PDS Planning, Inc | 2,342 | $517.1K | 0.04% | −209−8.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,341 | $517.0K | 0.11% | −133−5.4% | Reduced |
| Fox Run Management, L.L.C. | 2,335 | $515.6K | 0.08% | −6,741−74.3% | Reduced |