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; 2,378 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, Q2 2026
Institutional positions in Waste Management Inc as of Jun 30, 2026. 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
- 2,378
- +37 vs. Q1 2026
- Shares held
- 332.5M
- +2.45M (+0.7%) vs. Q1 2026
- Total value
- $74.1B
- −$1.51B (−2.0%) vs. Q1 2026
- New holders
- 151
- 946 more added
- Sold out
- 114
- 923 more reduced
34 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 2,378 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ESL Trust Services, LLC | 290 | $64.6K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 290 | $64.7K | 0.01% | −26−8.2% | Reduced |
| Burk Holdings LLC | 294 | $65.5K | 0.02% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 295 | $65.7K | 0.04% | +5+1.7% | Added |
| Thompson Investment Management, Inc. | 300 | $66.9K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 300 | $66.9K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 300 | $67.0K | 0.00% | +1+0.3% | Added |
| Albion Financial Group | 304 | $67.8K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 304 | $67.8K | 0.01% | +28+10.1% | Added |
| Centerpoint Advisors, LLC | 310 | $69.0K | 0.02% | −60−16.2% | Reduced |
| Manning & Napier Advisors LLC | 310 | $69.3K | 0.00% | +217+233.3% | Added |
| Sarver Vrooman Wealth Advisors | 317 | $71.0K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 324 | $72.3K | 0.03% | +1+0.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 325 | $72.4K | 0.01% | −116−26.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 329 | $73.3K | 0.00% | +7+2.2% | Added |
| WealthCollab, LLC | 334 | $74.4K | 0.03% | +50+17.6% | Added |
| Miller Global Investments, LLC | 337 | $75.1K | 0.06% | +92+37.6% | Added |
| Strive Financial Group ,LLC | 339 | $75.6K | 0.03% | +317+1,440.9% | Added |
| Fairscale Capital, LLC | 340 | $75.8K | 0.05% | 00.0% | Unchanged |
| Bannerstone Capital Management, LLC | 345 | $76.9K | 0.06% | +345 | New |
| Pin Oak Investment Advisors Inc | 346 | $77.0K | 0.05% | +1+0.3% | Added |
| Old Point Trust & Financial Services N A | 347 | $77.3K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 348 | $77.5K | 0.02% | −5−1.4% | Reduced |
| Prestige Wealth Management Group LLC | 350 | $78.0K | 0.01% | −1,444−80.5% | Reduced |
| Prosperity Bancshares Inc | 360 | $80.2K | 0.05% | +8+2.3% | Added |
| Sankala Group LLC | 358 | $80.3K | 0.05% | +27+8.2% | Added |
| Midwest Capital Advisors, LLC | 363 | $80.9K | 0.03% | −1−0.3% | Reduced |
| USA Financial Formulas | 363 | $80.9K | 0.01% | +363 | New |
| Group One Trading, L.P. | 364 | $81.1K | 0.00% | −1,577−81.2% | Reduced |
| Hollencrest Capital Management | 366 | $81.5K | 0.01% | +317+646.9% | Added |
| WPG Advisers, LLC | 371 | $82.7K | 0.05% | +102+37.9% | Added |
| Valued Wealth Advisors LLC | 373 | $83.1K | 0.03% | −18−4.6% | Reduced |
| Covestor Ltd | 376 | $84.0K | 0.05% | −11−2.8% | Reduced |
| Perkins Coie Trust Co | 380 | $84.7K | 0.01% | +180+90.0% | Added |
| Wellington-Altus USA Inc. | 375 | $86.2K | 0.06% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 387 | $86.3K | 0.02% | −248−39.1% | Reduced |
| Align Financial, LLC | 392 | $87.4K | 0.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 392 | $87.4K | 0.01% | +1+0.3% | Added |
| Planning Strategies Inc. | 395 | $88.0K | 0.06% | +395 | New |
| Investors Research Corp | 400 | $89.2K | 0.02% | 00.0% | Unchanged |
| TrustBank | 400 | $89.2K | 0.03% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 401 | $89.4K | 0.08% | +1+0.3% | Added |
| UMA Financial Services, Inc. | 413 | $92.0K | 0.01% | −72−14.8% | Reduced |
| First Command Advisory Services, Inc. | 415 | $92.5K | 0.00% | −403−49.3% | Reduced |
| CNB Bank | 419 | $93.4K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 423 | $94.3K | 0.01% | −97−18.7% | Reduced |
| Evermay Wealth Management LLC | 424 | $94.5K | 0.01% | +306+259.3% | Added |
| Cedar Mountain Advisors, LLC | 427 | $95.1K | 0.02% | +2+0.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 427 | $95.2K | 0.03% | +1+0.2% | Added |
| Sittner & Nelson, LLC | 429 | $95.6K | 0.03% | +9+2.1% | Added |
| JPL Wealth Management, LLC | 438 | $97.7K | 0.02% | +270+160.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 450 | $100.0K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 449 | $100.1K | 0.03% | +10+2.3% | Added |
| Citizens National Bank Trust Department | 450 | $100.3K | 0.01% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 431 | $102.5K | 0.04% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 465 | $103.6K | 0.00% | +106+29.5% | Added |
| Triumph Capital Management | 470 | $104.8K | 0.02% | +3+0.6% | Added |
| Park Place Capital Corp | 475 | $105.9K | 0.02% | +81+20.6% | Added |
| West Paces Advisors Inc. | 483 | $107.7K | 0.02% | +483 | New |
| Quarry LP | 488 | $108.8K | 0.02% | +156+47.0% | Added |
| Wiser Advisor Group LLC | 493 | $109.9K | 0.12% | +2+0.4% | Added |
| Essex Investment Management Co LLC | 494 | $110.1K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 500 | $111.4K | 0.05% | 00.0% | Unchanged |
| Napier Financial, LLC | 502 | $111.9K | 0.02% | −4−0.8% | Reduced |
| Custom Index Systems, LLC | 504 | $112.3K | 0.04% | +504 | New |
| Activest Wealth Management | 506 | $112.8K | 0.02% | +70+16.1% | Added |
| Wilkerson Advisory Group LLC | 506 | $112.8K | 0.03% | −796−61.1% | Reduced |
| Pacifica Partners Inc. | 493 | $113.5K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 513 | $114.3K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 515 | $114.8K | 0.06% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 522 | $116.4K | 0.06% | +363+228.3% | Added |
| Peterson Wealth Management | 525 | $117.1K | 0.05% | −84−13.8% | Reduced |
| Bayban | 533 | $118.8K | 0.09% | 00.0% | Unchanged |
| Concord Wealth Partners | 534 | $119.0K | 0.01% | +534 | New |
| LifeSteps Financial, Inc. | 550 | $122.6K | 0.06% | +550 | New |
| Tripletail Wealth Management, LLC | 533 | $122.8K | 0.14% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 578 | $128.8K | 0.07% | −8−1.4% | Reduced |
| Cornerstone National Bank & Trust Co | 576 | $129.1K | 0.04% | −2−0.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 580 | $129.3K | 0.04% | +110+23.4% | Added |
| Deseret Mutual Benefit Administrators | 591 | $131.7K | 0.04% | +2+0.3% | Added |
| Hilltop National Bank | 598 | $133.3K | 0.03% | −232−28.0% | Reduced |
| Avalon Trust Co | 600 | $133.7K | 0.01% | −111−15.6% | Reduced |
| Tradewinds Capital Management, LLC | 606 | $135.1K | 0.02% | 00.0% | Unchanged |
| Graticule Asia Macro Advisors LLC | 607 | $135.3K | 0.01% | +607 | New |
| Estabrook Capital Management | 618 | $137.7K | 0.02% | +181+41.4% | Added |
| Abound Wealth Management | 619 | $137.9K | 0.03% | +124+25.1% | Added |
| Vega Investment Solutions | 638 | $142.2K | 0.02% | +484+314.3% | Added |
| Salomon & Ludwin, LLC | 651 | $145.9K | 0.01% | −124−16.0% | Reduced |
| Strategic Investment Solutions, Inc. | 658 | $146.7K | 0.03% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 667 | $146.7K | 0.01% | +667 | New |
| Mascoma Wealth Management LLC | 666 | $148.4K | 0.03% | +1+0.2% | Added |
| Swiss Re Ltd | 668 | $148.9K | 0.01% | +619+1,263.3% | Added |
| Barrett & Company, Inc. | 671 | $149.5K | 0.04% | −224−25.0% | Reduced |
| High Note Wealth, LLC | 673 | $150.0K | 0.03% | +5+0.7% | Added |
| First National Bank | 675 | $150.4K | 0.06% | +675 | New |
| Sherman Asset Management, Inc. | 691 | $154.1K | 0.12% | −192−21.7% | Reduced |
| Atlantic Trust, LLC | 696 | $155.1K | 0.02% | −13,677−95.2% | Reduced |
| First Community Trust NA | 700 | $156.0K | 0.07% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 700 | $156.0K | 0.07% | 00.0% | Unchanged |
| West Branch Capital LLC | 701 | $156.2K | 0.04% | +630+887.3% | Added |