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 |
|---|---|---|---|---|---|
| Wealth Architects, LLC | 1,692 | $377.1K | 0.03% | +29+1.7% | Added |
| Canopy Partners, LLC | 1,695 | $377.8K | 0.11% | −40−2.3% | Reduced |
| Flputnam Investment Management Co | 1,695 | $377.8K | 0.00% | +188+12.5% | Added |
| Dala Group, LLC | 1,699 | $378.6K | 0.31% | −114−6.3% | Reduced |
| Philadelphia Trust Co | 1,700 | $379.0K | 0.02% | 00.0% | Unchanged |
| Sacks & Associates, LLC | 1,674 | $379.2K | 0.26% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,702 | $379.3K | 0.00% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,707 | $380.5K | 0.09% | −120−6.6% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $380.9K | 0.09% | 0 | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,714 | $382.0K | 0.03% | −61−3.4% | Reduced |
| Viawealth, LLC | 1,714 | $382.0K | 0.19% | −34−1.9% | Reduced |
| Pacitti Group Inc. | 1,718 | $382.8K | 0.12% | +2+0.1% | Added |
| Manchester Capital Management LLC | 1,718 | $382.9K | 0.05% | +21+1.2% | Added |
| NBT Bank N A | 1,720 | $383.4K | 0.03% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,720 | $383.4K | 0.17% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,721 | $383.6K | 0.05% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 1,721 | $383.7K | 0.11% | +139+8.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,726 | $384.7K | 0.02% | +6+0.3% | Added |
| OpenArc Corporate Advisory, LLC | 1,727 | $384.9K | 0.00% | −211−10.9% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 1,700 | $385.4K | 0.22% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,730 | $385.6K | 0.02% | −338−16.3% | Reduced |
| Forest Hill Capital, LLC | 1,730 | $385.6K | 0.30% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,736 | $386.9K | 0.03% | −42−2.4% | Reduced |
| Biltmore Family Office, LLC | 1,739 | $387.5K | 0.05% | +39+2.3% | Added |
| First County Bank | 1,746 | $389.1K | 0.18% | +4+0.2% | Added |
| American Trust | 1,750 | $390.0K | 0.03% | +1,750 | New |
| Continuum Advisory, LLC | 1,751 | $390.2K | 0.03% | +531+43.5% | Added |
| Sompo Asset Management Co., Ltd. | 1,760 | $392.3K | 0.06% | −260−12.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,761 | $392.5K | 0.08% | −27−1.5% | Reduced |
| Broadway Wealth Solutions, Inc. | 1,761 | $392.6K | 0.18% | +123+7.5% | Added |
| Alpha Capital Advisors Inc | 1,762 | $392.8K | 0.34% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 1,769 | $394.3K | 0.03% | −96−5.1% | Reduced |
| George Kaiser Family Foundation | 1,769 | $394.3K | 0.04% | −96−5.1% | Reduced |
| Heritage Trust Co | 1,772 | $394.9K | 0.03% | +66+3.9% | Added |
| Holderness Investments Co | 1,773 | $395.2K | 0.07% | −60−3.3% | Reduced |
| City State Bank | 1,774 | $395.4K | 0.09% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,774 | $395.5K | 0.16% | −704−28.4% | Reduced |
| Synergy Financial Group, LTD | 1,779 | $396.5K | 0.29% | −38−2.1% | Reduced |
| Meridian Wealth Advisors, LLC | 1,780 | $396.6K | 0.05% | +3+0.2% | Added |
| Archford Capital Strategies, LLC | 1,783 | $397.5K | 0.04% | +13+0.7% | Added |
| Bragg Financial Advisors, Inc | 1,794 | $399.8K | 0.01% | −21−1.2% | Reduced |
| Peoples Financial Services Corp. | 1,796 | $400.3K | 0.17% | +35+2.0% | Added |
| Frisch Financial Group, Inc. | 1,799 | $400.9K | 0.07% | +413+29.8% | Added |
| Premier Path Wealth Partners, LLC | 1,799 | $401.0K | 0.05% | −69−3.7% | Reduced |
| Paradigm Asset Management Co LLC | 1,800 | $401.2K | 0.09% | +1,800 | New |
| Camden National Bank | 1,803 | $401.9K | 0.05% | +796+79.0% | Added |
| South Shore Capital Advisors | 1,804 | $402.0K | 0.27% | −32−1.7% | Reduced |
| Vista Investment Partners II, LLC | 1,804 | $402.1K | 0.16% | −54−2.9% | Reduced |
| St Germain D J Co Inc | 1,807 | $402.7K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,808 | $403.0K | 0.00% | +133+7.9% | Added |
| Berkshire Bank | 1,811 | $403.6K | 0.08% | −154−7.8% | Reduced |
| MPS Loria Financial Planners, LLC | 1,814 | $404.3K | 0.09% | −298−14.1% | Reduced |
| Diversified Enterprises, LLC | 1,814 | $404.3K | 0.02% | +198+12.3% | Added |
| Resonant Capital Advisors, LLC | 1,816 | $404.8K | 0.02% | −349−16.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,818 | $405.0K | 0.10% | −150−7.6% | Reduced |
| SlateStone Wealth, LLC | 1,820 | $406.0K | 0.03% | −25−1.4% | Reduced |
| Red Wave Investments LLC | 1,822 | $406.2K | 0.10% | −125−6.4% | Reduced |
| Quaker Wealth Management, LLC | 1,825 | $406.8K | 0.12% | −103−5.3% | Reduced |
| Sawgrass Asset Management LLC | 1,830 | $407.9K | 0.05% | −65−3.4% | Reduced |
| Ocean Capital Management, LLC | 1,835 | $408.9K | 0.08% | +3+0.2% | Added |
| SkyOak Wealth, LLC | 1,836 | $409.2K | 0.07% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,836 | $409.2K | 0.01% | +154+9.2% | Added |
| Volterra Technologies LP | 1,837 | $409.4K | 0.26% | +1,837 | New |
| Blue Fin Capital, Inc. | 1,839 | $409.9K | 0.06% | +361+24.4% | Added |
| Ifrah Financial Services, Inc. | 1,842 | $410.5K | 0.10% | −7−0.4% | Reduced |
| Resolute Wealth Strategies, LLC | 1,845 | $411.2K | 0.16% | +8+0.4% | Added |
| True North Advisors, LLC | 1,849 | $412.1K | 0.04% | +571+44.7% | Added |
| First Western Trust Bank | 1,850 | $412.3K | 0.02% | +45+2.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,850 | $412.3K | 0.04% | +145+8.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,850 | $412.4K | 0.22% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 1,851 | $412.5K | 0.01% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,853 | $413.1K | 0.19% | 00.0% | Unchanged |
| Ballast Advisors LLC | 1,861 | $414.7K | 0.10% | +282+17.9% | Added |
| Diligent Investors, LLC | 1,862 | $415.0K | 0.09% | +5+0.3% | Added |
| VSM Wealth Advisory, LLC | 1,866 | $415.8K | 0.11% | −249−11.8% | Reduced |
| Orleans Capital Management Corp | 1,867 | $416.1K | 0.21% | 00.0% | Unchanged |
| bLong Financial, LLC | 1,871 | $417.0K | 0.27% | 00.0% | Unchanged |
| United Advisor Group, LLC | 1,883 | $419.7K | 0.04% | +264+16.3% | Added |
| Southland Equity Partners LLC | 1,889 | $421.0K | 0.07% | +40+2.2% | Added |
| Optas, LLC | 1,889 | $421.0K | 0.06% | +133+7.6% | Added |
| Advisory Solutions Group, LLC | 1,890 | $421.2K | 0.14% | +1,890 | New |
| Sterling Investment Advisors, Ltd. | 1,891 | $421.4K | 0.07% | +1+0.1% | Added |
| Portfolio Design Labs, LLC | 1,893 | $421.9K | 0.07% | +8+0.4% | Added |
| Evolve Private Wealth, LLC | 1,897 | $422.8K | 0.03% | −213−10.1% | Reduced |
| Rossmore Private Capital | 1,899 | $423.3K | 0.03% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 1,900 | $423.5K | 0.61% | +1,900 | New |
| Triad Wealth Partners, LLC | 1,873 | $424.1K | 0.03% | +271+16.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,904 | $424.3K | 0.03% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 1,912 | $426.1K | 0.03% | +129+7.2% | Added |
| Shelton Capital Management | 1,921 | $428.2K | 0.01% | −17,663−90.2% | Reduced |
| Perfromance Wealth Partners, LLC | 1,925 | $429.0K | 0.01% | +6+0.3% | Added |
| Tradition Wealth Management, LLC | 1,931 | $430.4K | 0.03% | −91−4.5% | Reduced |
| San Luis Wealth Advisors LLC | 1,932 | $430.7K | 0.06% | +6+0.3% | Added |
| Green Ridge Wealth Planning LLC | 1,935 | $431.3K | 0.18% | −11−0.6% | Reduced |
| NFP Retirement, Inc. | 1,935 | $431.3K | 0.02% | +301+18.4% | Added |
| Whelan Financial | 1,936 | $431.5K | 0.12% | −49−2.5% | Reduced |
| IMA Wealth, Inc. | 1,939 | $432.2K | 0.03% | +1,450+296.5% | Added |
| Indivisible Partners | 1,940 | $432.4K | 0.02% | +409+26.7% | Added |
| Flagship Wealth Advisors, LLC | 1,945 | $433.5K | 0.10% | +160+9.0% | Added |
| RW Investment Management LLC | 1,945 | $433.5K | 0.04% | 00.0% | Unchanged |