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 |
|---|---|---|---|---|---|
| BankPlus Wealth Management LLC | 1,444 | $321.8K | 0.14% | +74+5.4% | Added |
| Bluesphere Advisors, LLC | 1,444 | $321.8K | 0.10% | −40−2.7% | Reduced |
| Strategic Financial Services, Inc, | 1,446 | $322.3K | 0.01% | −13−0.9% | Reduced |
| First Hawaiian Bank | 1,450 | $323.2K | 0.04% | 00.0% | Unchanged |
| Decision Investments, Inc | 1,450 | $323.2K | 0.29% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,451 | $323.4K | 0.03% | −425−22.7% | Reduced |
| Colonial River Wealth Management, LLC | 1,451 | $323.4K | 0.09% | +161+12.5% | Added |
| Fortune Financial Advisors, LLC | 1,456 | $324.5K | 0.14% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 1,449 | $325.0K | 0.19% | +310+27.2% | Added |
| Argyle Capital Partners, LLC | 1,463 | $326.1K | 0.21% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 1,475 | $328.7K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,478 | $329.4K | 0.07% | 00.0% | Unchanged |
| AlTi Global, Inc. | 1,479 | $329.7K | 0.01% | +1,479 | New |
| Auxier Asset Management | 1,480 | $329.9K | 0.04% | 00.0% | Unchanged |
| KWB Wealth | 1,482 | $330.3K | 0.03% | −302−16.9% | Reduced |
| Grove Street Fiduciary, LLC | 1,489 | $331.9K | 0.14% | 00.0% | Unchanged |
| Rockland Trust Co | 1,493 | $332.8K | 0.01% | +49+3.4% | Added |
| Bolthouse Investments, LLC | 1,496 | $333.4K | 0.27% | 00.0% | Unchanged |
| Praxis Capital Management LLC | 1,500 | $334.3K | 0.53% | −1,960−56.6% | Reduced |
| Northwest Wealth Management, LLC | 1,501 | $334.5K | 0.04% | −13−0.9% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,502 | $334.8K | 0.16% | +500+49.9% | Added |
| Dogwood Wealth Management LLC | 1,503 | $335.0K | 0.13% | −131−8.0% | Reduced |
| Global Financial Private Client, LLC | 1,504 | $335.2K | 0.09% | −26−1.7% | Reduced |
| D'Orazio & Associates, Inc. | 1,506 | $335.7K | 0.04% | −66−4.2% | Reduced |
| Clear Trail Advisors, LLC | 1,511 | $336.8K | 0.05% | +11+0.7% | Added |
| D.B. Root & Company, LLC | 1,511 | $336.8K | 0.07% | +71+4.9% | Added |
| PFG Advisors | 1,511 | $336.8K | 0.02% | +116+8.3% | Added |
| KPP Advisory Services LLC | 1,513 | $337.2K | 0.04% | −917−37.7% | Reduced |
| Cahill Financial Advisors Inc | 1,516 | $337.8K | 0.03% | +5+0.3% | Added |
| ARS Wealth Advisors Group, LLC | 1,517 | $338.0K | 0.03% | +1+0.1% | Added |
| Kovitz Investment Group Partners, LLC | 1,517 | $338.3K | 0.01% | −43−2.8% | Reduced |
| TFR Capital, LLC. | 1,521 | $339.0K | 0.10% | +212+16.2% | Added |
| StoneX Group Inc. | 1,526 | $340.0K | 0.01% | −286−15.8% | Reduced |
| Twin Tree Management, LP | 1,535 | $342.1K | 0.05% | +1,535 | New |
| Balboa Wealth Partners | 1,537 | $342.5K | 0.05% | −9−0.6% | Reduced |
| Soltis Investment Advisors LLC | 1,540 | $343.3K | 0.02% | +43+2.9% | Added |
| JFS Wealth Advisors, LLC | 1,548 | $345.0K | 0.02% | −64−4.0% | Reduced |
| Cornerstone Wealth Group, LLC | 1,548 | $345.0K | 0.02% | +89+6.1% | Added |
| Pinnacle West Asset Management, Inc. | 1,550 | $345.0K | 0.24% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 1,549 | $345.2K | 0.06% | −2−0.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,549 | $345.3K | 0.04% | +29+1.9% | Added |
| Alphadyne Asset Management LP | 1,550 | $345.5K | 0.02% | +1,550 | New |
| Tennessee Valley Asset Management Partners | 1,551 | $345.7K | 0.04% | −21−1.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 1,552 | $345.8K | 0.05% | +3+0.2% | Added |
| Heritage Wealth Advisors | 1,553 | $346.1K | 0.01% | −237−13.2% | Reduced |
| Dunhill Financial, LLC | 1,553 | $346.3K | 0.07% | −2−0.1% | Reduced |
| Beacon Investment Advisors LLC | 1,555 | $346.7K | 0.11% | +1+0.1% | Added |
| Sunflower Bank, N.A. | 1,557 | $347.0K | 0.08% | −7−0.4% | Reduced |
| FLC Capital Advisors | 1,557 | $347.0K | 0.06% | +225+16.9% | Added |
| IFG Advisory, LLC | 1,563 | $348.4K | 0.01% | +1,563 | New |
| Silverlake Wealth Management LLC | 1,564 | $348.5K | 0.07% | −185−10.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,565 | $348.7K | 0.07% | +8+0.5% | Added |
| STAR Financial Bank | 1,567 | $349.3K | 0.14% | −124−7.3% | Reduced |
| Bravera Wealth | 1,572 | $350.4K | 0.13% | −22−1.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,573 | $350.6K | 0.02% | −59−3.6% | Reduced |
| AIA Group Ltd | 1,574 | $350.8K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,574 | $350.8K | 0.04% | +85+5.7% | Added |
| Westmount Partners, LLC | 1,574 | $350.9K | 0.08% | +105+7.1% | Added |
| Tilia Fiduciary Partners, Inc. | 1,580 | $352.1K | 0.17% | −48−2.9% | Reduced |
| Advisory Resource Group | 1,591 | $354.5K | 0.05% | +2+0.1% | Added |
| Defiance ETFs, LLC | 1,583 | $354.7K | 0.00% | +240+17.9% | Added |
| Cheviot Value Management, LLC | 1,592 | $354.8K | 0.04% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,592 | $354.9K | 0.05% | −142−8.2% | Reduced |
| Monticello Wealth Management, LLC | 1,593 | $355.0K | 0.02% | +1,593 | New |
| Sbe LLC Dba Cedar Cove Wealth Partners | 1,596 | $355.6K | 0.17% | −7−0.4% | Reduced |
| Arvest Bank Trust Division | 1,598 | $356.2K | 0.02% | −12−0.7% | Reduced |
| CM Wealth Advisors LLC | 1,602 | $357.1K | 0.06% | −319−16.6% | Reduced |
| Kera Capital Partners, Inc. | 1,602 | $357.1K | 0.03% | +131+8.9% | Added |
| Quantum Financial Advisors, LLC | 1,604 | $357.4K | 0.04% | −204−11.3% | Reduced |
| Carret Asset Management, LLC | 1,607 | $358.3K | 0.03% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 1,609 | $358.6K | 0.17% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,610 | $358.8K | 0.04% | −15−0.9% | Reduced |
| BIP Wealth, LLC | 1,612 | $359.3K | 0.01% | +286+21.6% | Added |
| Zhang Financial LLC | 1,614 | $359.8K | 0.01% | +174+12.1% | Added |
| BlackDiamond Wealth Management Inc. | 1,592 | $360.7K | 0.15% | +71+4.7% | Added |
| SPWM Advisors LLC | 1,509 | $361.1K | 0.33% | +2+0.1% | Added |
| Corient IA LLC | 1,620 | $361.1K | 0.33% | 00.0% | Unchanged |
| City National Bank of Florida | 1,622 | $361.5K | 0.15% | +1,622 | New |
| Marin Bay Wealth Advisors, LLC | 1,623 | $361.8K | 0.19% | −1,227−43.1% | Reduced |
| Bannerman Wealth Management Group, LLC | 1,625 | $362.2K | 0.21% | −22−1.3% | Reduced |
| Bullock Wealth Management Group | 1,617 | $362.3K | 0.16% | +751+86.7% | Added |
| Qtron Investments LLC | 1,629 | $363.1K | 0.05% | 00.0% | Unchanged |
| AXA S.A. | 1,879 | $366.1K | 0.43% | +1,879 | New |
| Old North State Trust, LLC | 1,648 | $367.0K | 0.19% | −30−1.8% | Reduced |
| Orographic Financial Advisors, LLC | 1,625 | $367.0K | 0.24% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,650 | $367.8K | 0.04% | +1,650 | New |
| Signature Estate & Investment Advisors LLC | 1,651 | $367.9K | 0.01% | +25+1.5% | Added |
| Cove Private Wealth, LLC | 1,652 | $368.2K | 0.07% | +535+47.9% | Added |
| WealthPlan Investment Management, LLC | 1,654 | $368.6K | 0.02% | +121+7.9% | Added |
| Investment Advisory Group, LLC | 1,655 | $368.8K | 0.08% | +29+1.8% | Added |
| Foster Group, Inc. | 1,655 | $368.9K | 0.01% | +13+0.8% | Added |
| Legacy Financial Advisors, Inc. | 1,665 | $371.1K | 0.05% | −12−0.7% | Reduced |
| HORAN Wealth, LLC | 1,667 | $371.5K | 0.05% | −254−13.2% | Reduced |
| WBI Investments | 1,669 | $372.0K | 0.09% | +1,669 | New |
| FSM Wealth Advisors, LLC | 1,672 | $372.6K | 0.04% | +262+18.6% | Added |
| Brick & Kyle, Associates | 1,625 | $373.4K | 0.12% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 1,680 | $374.6K | 0.13% | +2+0.1% | Added |
| 111 Capital | 1,684 | $375.3K | 0.06% | +1,684 | New |
| Penobscot Investment Management Company, Inc. | 1,684 | $375.4K | 0.03% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,685 | $375.6K | 0.03% | +26+1.6% | Added |