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; 2,380 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
- 2,324
- +184 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
- 299
- 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 | 2,380 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,324 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,206 | $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 |
|---|---|---|---|---|---|
| Parthenon LLC | 2,538 | $557.6K | 0.06% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,411 | $556.0K | 0.13% | −1,361−36.1% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 2,529 | $555.7K | 0.37% | +87+3.6% | Added |
| EntryPoint Capital, LLC | 2,523 | $554.3K | 0.22% | +1,384+121.5% | Added |
| Cardinal Point Capital Management, ULC | 2,521 | $553.9K | 0.04% | +56+2.3% | Added |
| Moody National Bank Trust Division | 2,520 | $553.7K | 0.05% | −144−5.4% | Reduced |
| Capital Management Associates, Inc | 2,519 | $553.5K | 0.12% | −33−1.3% | Reduced |
| Capital Investment Advisory Services, LLC | 2,515 | $552.5K | 0.04% | +136+5.7% | Added |
| Latitude Advisors, LLC | 2,514 | $552.4K | 0.24% | +3+0.1% | Added |
| Harrell Investment Partners, LLC | 2,508 | $551.0K | 0.13% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 2,499 | $549.1K | 0.12% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 2,498 | $548.8K | 0.09% | +72+3.0% | Added |
| AdvisorNet Financial, Inc | 2,496 | $548.5K | 0.03% | +10.0% | Added |
| Old Second National Bank of Aurora | 2,483 | $545.5K | 0.11% | 00.0% | Unchanged |
| Frec Markets, Inc. | 2,482 | $545.4K | 0.16% | +2,482 | New |
| M.E. Allison & Co., Inc. | 2,478 | $544.4K | 0.37% | +42+1.7% | Added |
| Compass Capital Corp | 2,343 | $543.4K | 0.21% | −19−0.8% | Reduced |
| Naviter Wealth, LLC | 2,459 | $540.3K | 0.07% | 00.0% | Unchanged |
| Clune & Associates, Ltd. | 2,458 | $540.0K | 0.12% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 2,449 | $538.1K | 0.06% | −90−3.5% | Reduced |
| Beta Wealth Group, Inc. | 2,439 | $535.8K | 0.22% | −373−13.3% | Reduced |
| Zullo Investment Group, Inc. | 2,423 | $532.5K | 0.19% | +10.0% | Added |
| KPP Advisory Services LLC | 2,420 | $531.7K | 0.08% | −19−0.8% | Reduced |
| RFG Advisory, LLC | 2,413 | $530.3K | 0.01% | +67+2.9% | Added |
| Tempo Wealth, LLC | 2,405 | $528.4K | 0.09% | +2,405 | New |
| Cape Ann Savings Bank | 2,401 | $527.5K | 0.27% | −50−2.0% | Reduced |
| VARCOV Co. | 2,399 | $527.1K | 0.21% | +2,399 | New |
| Cassaday & Co Wealth Management LLC | 2,398 | $526.9K | 0.01% | +45+1.9% | Added |
| Belleair Asset Management, LLC | 2,391 | $525.3K | 0.50% | +2,391 | New |
| Cyndeo Wealth Partners, LLC | 2,386 | $524.2K | 0.03% | +63+2.7% | Added |
| Claro Advisors LLC | 2,377 | $522.2K | 0.07% | +82+3.6% | Added |
| Quotient Wealth Partners, LLC | 2,370 | $520.6K | 0.01% | −667−22.0% | Reduced |
| Dogwood Wealth Management LLC | 2,368 | $520.3K | 0.23% | −675−22.2% | Reduced |
| Buska Wealth Management, LLC | 2,367 | $520.0K | 0.19% | −59−2.4% | Reduced |
| Am Investment Strategies LLC | 2,369 | $520.0K | 0.11% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,363 | $519.3K | 0.14% | +343+17.0% | Added |
| Patron Partners Advisors, LLC | 2,362 | $518.9K | 0.23% | +162+7.4% | Added |
| Hanson & Doremus Investment Management | 2,359 | $518.0K | 0.06% | +691+41.4% | Added |
| Wealth Dimensions Group, Ltd. | 2,357 | $517.9K | 0.10% | +16+0.7% | Added |
| Hudock, Inc. | 2,352 | $516.8K | 0.08% | +2+0.1% | Added |
| Stratos Wealth Advisors, LLC | 2,350 | $516.5K | 0.02% | −292−11.1% | Reduced |
| Tributary Capital Management, LLC | 2,345 | $515.2K | 0.05% | −70−2.9% | Reduced |
| Maia Wealth LLC | 2,223 | $513.4K | 0.09% | −25−1.1% | Reduced |
| Dala Group, LLC | 2,331 | $512.1K | 0.44% | +2,331 | New |
| Primoris Wealth Advisors, LLC | 2,329 | $511.7K | 0.31% | −100−4.1% | Reduced |
| Formidable Asset Management, LLC | 2,317 | $511.7K | 0.07% | 00.0% | Unchanged |
| North Dallas Bank & Trust Co | 2,323 | $510.4K | 0.33% | +2,323 | New |
| Adell Harriman & Carpenter Inc | 2,314 | $508.4K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,306 | $506.7K | 0.06% | +61+2.7% | Added |
| Cambient Family Office, LLC | 2,300 | $505.3K | 0.07% | +2,300 | New |
| Everhart Financial Group, Inc. | 2,289 | $502.9K | 0.05% | +2,289 | New |
| Nilsine Partners, LLC | 2,287 | $502.4K | 0.04% | +150+7.0% | Added |
| KMG Fiduciary Partners, LLC | 2,276 | $500.1K | 0.04% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,269 | $498.5K | 0.07% | −103−4.3% | Reduced |
| Signature Equity Partners, LLC | 2,267 | $498.2K | 0.28% | +2,267 | New |
| Accurate Wealth Management, LLC | 2,244 | $495.8K | 0.06% | −245−9.8% | Reduced |
| TownSquare Capital, LLC | 2,252 | $494.8K | 0.11% | +352+18.5% | Added |
| Americana Partners, LLC | 2,249 | $494.2K | 0.01% | −899−28.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 2,245 | $493.2K | 0.02% | +2,245 | New |
| PDS Planning, Inc | 2,240 | $492.1K | 0.03% | −102−4.4% | Reduced |
| KLCM Advisors, Inc. | 2,235 | $491.1K | 0.04% | −441−16.5% | Reduced |
| Southeast Asset Advisors Inc. | 2,235 | $491.0K | 0.05% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,229 | $489.7K | 0.06% | −642−22.4% | Reduced |
| Cypress Wealth Services, LLC | 2,229 | $489.7K | 0.07% | +319+16.7% | Added |
| Van Cleef Asset Management,Inc | 2,220 | $487.8K | 0.05% | −395−15.1% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,216 | $486.9K | 0.04% | +52+2.4% | Added |
| Prelude Capital Management, LLC | 2,216 | $486.9K | 0.04% | +2,216 | New |
| American Institute for Advanced Investment Management, LLP | 2,205 | $484.7K | 0.31% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 2,204 | $484.2K | 0.05% | −109−4.7% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 2,196 | $482.6K | 0.14% | +4+0.2% | Added |
| Cypress Capital Group | 2,179 | $478.7K | 0.05% | +2,179 | New |
| Geneva Partners, LLC | 2,167 | $476.1K | 0.17% | −161−6.9% | Reduced |
| Capital Advisors, Ltd. LLC | 2,165 | $476.0K | 0.06% | +87+4.2% | Added |
| Private Wealth Asset Management, LLC | 2,164 | $475.5K | 0.05% | −435−16.7% | Reduced |
| Resonant Capital Advisors, LLC | 2,164 | $475.5K | 0.03% | +783+56.7% | Added |
| Mather Group, LLC. | 2,160 | $474.5K | 0.00% | +257+13.5% | Added |
| VSM Wealth Advisory, LLC | 2,149 | $472.3K | 0.14% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 2,148 | $472.0K | 0.11% | +2,148 | New |
| Legacy Advisors, LLC | 2,142 | $470.6K | 0.05% | +301+16.3% | Added |
| Gladstone Institutional Advisory LLC | 2,138 | $469.8K | 0.02% | −1,715−44.5% | Reduced |
| Clearview Wealth Advisors LLC | 2,138 | $469.8K | 0.30% | −103−4.6% | Reduced |
| JT Stratford LLC | 2,130 | $468.0K | 0.06% | −156−6.8% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,125 | $466.9K | 0.15% | −39−1.8% | Reduced |
| Tradition Wealth Management, LLC | 2,113 | $464.1K | 0.03% | −35−1.6% | Reduced |
| Nautilus Advisors LLC | 2,110 | $463.5K | 0.30% | −72−3.3% | Reduced |
| MPS Loria Financial Planners, LLC | 2,105 | $462.5K | 0.12% | +7+0.3% | Added |
| Camden Capital, LLC | 2,103 | $462.2K | 0.03% | +218+11.6% | Added |
| Merrion Investment Management Co, LLC | 2,100 | $461.4K | 0.25% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 2,093 | $459.9K | 0.36% | −16−0.8% | Reduced |
| Wealth Management Partners, LLC | 2,081 | $457.2K | 0.13% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 2,078 | $456.6K | 0.09% | +1,088+109.9% | Added |
| Summit Financial Wealth Advisors, LLC | 2,078 | $456.6K | 0.07% | −10−0.5% | Reduced |
| Ledyard National Bank | 2,075 | $455.9K | 0.04% | +102+5.2% | Added |
| Cary Street Partner Investment Advisory LLC | 2,071 | $455.0K | 0.12% | +96+4.9% | Added |
| Fukoku Mutual Life Insurance Co | 2,068 | $454.4K | 0.03% | −208−9.1% | Reduced |
| Ethos Financial Group, LLC | 2,066 | $453.9K | 0.03% | −175−7.8% | Reduced |
| Herold Advisors, Inc. | 2,066 | $453.9K | 0.10% | +10.0% | Added |
| Rossmore Private Capital | 2,064 | $453.5K | 0.04% | −208−9.2% | Reduced |
| Beck Mack & Oliver LLC | 2,048 | $450.0K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,045 | $449.4K | 0.07% | −533−20.7% | Reduced |