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, Q4 2025
Institutional positions in Waste Management Inc as of Dec 31, 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
- 2,325
- +185 vs. Q3 2025
- Shares held
- 328.3M
- +7.92M (+2.5%) vs. Q3 2025
- Total value
- $72.1B
- +$1.41B (+2.0%) vs. Q3 2025
- New holders
- 300
- 897 more added
- Sold out
- 115
- 789 more reduced
40 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tempo Wealth, LLC | 2,405 | $528.4K | 0.09% | +2,405 | New |
| RFG Advisory, LLC | 2,413 | $530.3K | 0.01% | +67+2.9% | Added |
| KPP Advisory Services LLC | 2,420 | $531.7K | 0.08% | −19−0.8% | Reduced |
| Zullo Investment Group, Inc. | 2,423 | $532.5K | 0.19% | +10.0% | Added |
| Beta Wealth Group, Inc. | 2,439 | $535.8K | 0.22% | −373−13.3% | Reduced |
| Per Stirling Capital Management, LLC. | 2,449 | $538.1K | 0.06% | −90−3.5% | Reduced |
| Clune & Associates, Ltd. | 2,458 | $540.0K | 0.12% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 2,459 | $540.3K | 0.07% | 00.0% | Unchanged |
| Compass Capital Corp | 2,343 | $543.4K | 0.21% | −19−0.8% | Reduced |
| M.E. Allison & Co., Inc. | 2,478 | $544.4K | 0.37% | +42+1.7% | Added |
| Frec Markets, Inc. | 2,482 | $545.4K | 0.16% | +2,482 | New |
| Old Second National Bank of Aurora | 2,483 | $545.5K | 0.11% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,496 | $548.5K | 0.03% | +10.0% | Added |
| Stablepoint Partners, LLC | 2,498 | $548.8K | 0.09% | +72+3.0% | Added |
| Centurion Wealth Management LLC | 2,499 | $549.1K | 0.12% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 2,508 | $551.0K | 0.13% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,514 | $552.4K | 0.24% | +3+0.1% | Added |
| Capital Investment Advisory Services, LLC | 2,515 | $552.5K | 0.04% | +136+5.7% | Added |
| Capital Management Associates, Inc | 2,519 | $553.5K | 0.12% | −33−1.3% | Reduced |
| Moody National Bank Trust Division | 2,520 | $553.7K | 0.05% | −144−5.4% | Reduced |
| Cardinal Point Capital Management, ULC | 2,521 | $553.9K | 0.04% | +56+2.3% | Added |
| EntryPoint Capital, LLC | 2,523 | $554.3K | 0.22% | +1,384+121.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 2,529 | $555.7K | 0.37% | +87+3.6% | Added |
| Astoria Portfolio Advisors LLC. | 2,411 | $556.0K | 0.13% | −1,361−36.1% | Reduced |
| Parthenon LLC | 2,538 | $557.6K | 0.06% | 00.0% | Unchanged |
| Appleton Partners Inc | 2,548 | $560.0K | 0.04% | −109−4.1% | Reduced |
| Fiduciary Family Office, LLC | 2,550 | $560.3K | 0.16% | −1,451−36.3% | Reduced |
| Cascades Capital Asset Management, LLC | 2,552 | $560.6K | 0.23% | −122−4.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,552 | $560.6K | 0.02% | +237+10.2% | Added |
| Kingdom Financial Group LLC. | 2,556 | $561.6K | 0.17% | +1,411+123.2% | Added |
| SBI Securities Co., Ltd. | 2,559 | $562.2K | 0.01% | −288−10.1% | Reduced |
| Meridian Financial, LLC | 2,571 | $564.9K | 0.31% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 2,574 | $565.4K | 0.16% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 2,596 | $570.4K | 0.02% | +2,369+1,043.6% | Added |
| Duncan Williams Asset Management, LLC | 2,520 | $570.6K | 0.14% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 2,579 | $571.0K | 0.29% | −26−1.0% | Reduced |
| Ti-Trust, Inc | 2,603 | $571.9K | 0.35% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 2,609 | $573.2K | 0.21% | −9−0.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,609 | $573.2K | 0.03% | +503+23.9% | Added |
| Sawyer & Company, Inc | 2,620 | $575.6K | 0.20% | +75+2.9% | Added |
| Cahaba Wealth Management, Inc. | 2,627 | $577.3K | 0.04% | +10.0% | Added |
| Value Partners Investments Inc. | 2,637 | $579.4K | 0.04% | +901+51.9% | Added |
| Wilkerson Advisory Group LLC | 2,646 | $581.4K | 0.20% | +2,646 | New |
| Gs Investments, Inc. | 2,650 | $582.2K | 0.32% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 2,666 | $585.8K | 0.02% | +1,403+111.1% | Added |
| Kames Capital plc | 2,666 | $585.9K | 0.01% | +477+21.8% | Added |
| Graham Capital Management, L.P. | 2,667 | $586.0K | 0.02% | +2,667 | New |
| Fiduciary Wealth Partners, LLC | 2,677 | $588.1K | 0.24% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,684 | $589.7K | 0.01% | −921−25.5% | Reduced |
| Eldridge Investment Advisors, Inc. | 2,687 | $590.4K | 0.13% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,699 | $593.1K | 0.01% | +92+3.5% | Added |
| Golden State Equity Partners | 2,703 | $593.8K | 0.10% | −2,832−51.2% | Reduced |
| Groupama Asset Managment | 2,705 | $594.3K | 0.01% | −282−9.4% | Reduced |
| Fundamentun, LLC | 2,705 | $594.4K | 0.02% | −340−11.2% | Reduced |
| BDFS Capital LLC | 2,707 | $594.8K | 0.30% | +2,707 | New |
| Master's Wealth Management Inc. | 2,712 | $595.9K | 0.21% | +2,712 | New |
| Brady Family Wealth, LLC | 2,713 | $596.1K | 0.18% | +696+34.5% | Added |
| Greatmark Investment Partners, Inc. | 2,725 | $598.7K | 0.07% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 2,742 | $602.5K | 0.08% | +2,742 | New |
| Douglas Lane & Associates, LLC | 2,757 | $605.8K | 0.01% | −114−4.0% | Reduced |
| Xcel Wealth Management, LLC | 2,764 | $607.3K | 0.16% | 00.0% | Unchanged |
| RD Lewis Holdings, Inc. | 2,703 | $608.4K | 0.52% | −35−1.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 2,773 | $609.2K | 0.01% | +127+4.8% | Added |
| Atwood & Palmer Inc | 2,774 | $609.5K | 0.03% | −31−1.1% | Reduced |
| Keystone Financial Group | 2,774 | $609.5K | 0.05% | +21+0.8% | Added |
| Meyer Handelman Co | 2,775 | $609.7K | 0.02% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 2,779 | $610.6K | 0.18% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 2,794 | $613.8K | 0.07% | +1,871+202.7% | Added |
| Vision Capital Management, Inc. | 2,804 | $616.1K | 0.07% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 2,805 | $616.3K | 0.15% | +157+5.9% | Added |
| Legacy Capital Group California, Inc. | 2,814 | $618.3K | 0.15% | −33−1.2% | Reduced |
| Modern Wealth Management, LLC | 2,817 | $618.9K | 0.01% | +34+1.2% | Added |
| Jump Financial, LLC | 2,818 | $619.1K | 0.01% | −36,339−92.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,823 | $620.2K | 0.07% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,825 | $620.7K | 0.30% | 00.0% | Unchanged |
| Mendel Money Management | 2,826 | $620.9K | 0.26% | −77−2.7% | Reduced |
| SL Advisors, LLC | 2,836 | $623.1K | 1.28% | +11+0.4% | Added |
| Connecticut Wealth Management, LLC | 2,844 | $624.9K | 0.03% | −47−1.6% | Reduced |
| Alliance Wealth Advisors, LLC | 2,867 | $629.9K | 0.14% | +1,421+98.3% | Added |
| Capstone Investment Advisors, LLC | 2,869 | $630.3K | 0.01% | −1,876−39.5% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,869 | $630.4K | 0.05% | +143+5.2% | Added |
| Catalytic Wealth RIA, LLC | 2,874 | $631.5K | 0.02% | −3,615−55.7% | Reduced |
| Princeton Global Asset Management LLC | 2,880 | $632.8K | 0.10% | −359−11.1% | Reduced |
| Forza Wealth Management, LLC | 2,902 | $637.6K | 0.23% | 00.0% | Unchanged |
| EJMK Ventures LLC | 2,905 | $638.3K | 0.39% | +2,905 | New |
| Harbor Investment Advisory, LLC | 2,913 | $640.0K | 0.05% | +1,950+202.5% | Added |
| Private Capital Management, LLC | 2,925 | $642.6K | 0.06% | +1,000+51.9% | Added |
| Cornerstone Advisory, LLC | 2,927 | $643.1K | 0.06% | +33+1.1% | Added |
| Illumine Investment Management, LLC | 2,934 | $644.6K | 0.47% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,942 | $646.3K | 0.03% | +461+18.6% | Added |
| GTS Securities LLC | 2,954 | $649.0K | 0.02% | +2,954 | New |
| Howard Capital Management Inc. | 2,955 | $649.2K | 0.01% | +14+0.5% | Added |
| GeoWealth Management, LLC | 2,965 | $651.5K | 0.02% | +146+5.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,971 | $652.8K | 0.03% | 00.0% | Unchanged |
| Carlson Financial, Inc. | 2,989 | $656.6K | 0.38% | +2,989 | New |
| CMG Global Holdings, LLC | 2,914 | $659.8K | 0.29% | +5+0.2% | Added |
| Core Wealth Partners LLC | 3,010 | $661.3K | 0.30% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 3,014 | $662.2K | 0.16% | +3,014 | New |
| Falcon Wealth Planning | 3,020 | $663.4K | 0.06% | +198+7.0% | Added |
| Arq Wealth Advisors, LLC | 3,022 | $664.0K | 0.18% | −150−4.7% | Reduced |