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, 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
- 2,379
- +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
- 924 more reduced
33 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 | 2,379 | $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, 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 |
|---|---|---|---|---|---|
| BKD Wealth Advisors, LLC | 6,850 | $1.53M | 0.03% | −70−1.0% | Reduced |
| Lynch Asset Management, Inc. | 6,850 | $1.53M | 0.42% | +450+7.0% | Added |
| Sowell Financial Services LLC | 6,846 | $1.53M | 0.05% | +267+4.1% | Added |
| Sage Investment Advisers LLC | 6,839 | $1.52M | 1.03% | −24−0.3% | Reduced |
| HHM Wealth Advisors, LLC | 6,826 | $1.52M | 0.15% | +12+0.2% | Added |
| Integrity Alliance, LLC. | 6,814 | $1.52M | 0.05% | −202−2.9% | Reduced |
| Old National Bancorp | 6,762 | $1.51M | 0.03% | −487−6.7% | Reduced |
| Portside Wealth Group, LLC | 6,756 | $1.51M | 0.18% | +1,382+25.7% | Added |
| Addison Capital Co | 6,748 | $1.50M | 0.25% | −456−6.3% | Reduced |
| Fort Washington Investment Advisors Inc | 6,745 | $1.50M | 0.01% | +5,780+599.0% | Added |
| Assetmark, Inc | 6,735 | $1.50M | 0.00% | +394+6.2% | Added |
| Hohimer Wealth Management, LLC | 6,672 | $1.49M | 0.15% | +53+0.8% | Added |
| Clear Creek Financial Management, LLC | 6,665 | $1.49M | 0.10% | +878+15.2% | Added |
| EntryPoint Capital, LLC | 6,636 | $1.48M | 0.36% | +4,113+163.0% | Added |
| J. Team Financial, Inc. | 6,618 | $1.48M | 1.43% | +709+12.0% | Added |
| London & Capital Asset Management Ltd | 6,605 | $1.47M | 0.01% | +222+3.5% | Added |
| Kingswood Wealth Advisors, LLC | 6,592 | $1.47M | 0.06% | −4,749−41.9% | Reduced |
| Spears Abacus Advisors LLC | 6,590 | $1.47M | 0.03% | 00.0% | Unchanged |
| Shelter Rock Management, LLC | 6,590 | $1.47M | 1.42% | −13,791−67.7% | Reduced |
| New England Research & Management, Inc. | 6,582 | $1.47M | 0.57% | +575+9.6% | Added |
| Bank of New Hampshire | 6,573 | $1.46M | 0.31% | −378−5.4% | Reduced |
| Trillium Asset Management, LLC | 6,566 | $1.46M | 0.05% | −292−4.3% | Reduced |
| Mengis Capital Management, Inc. | 6,548 | $1.46M | 0.22% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 6,501 | $1.45M | 0.01% | +273+4.4% | Added |
| Advisor OS, LLC | 6,480 | $1.44M | 0.10% | −273−4.0% | Reduced |
| Anb Bank | 6,449 | $1.44M | 0.54% | −194−2.9% | Reduced |
| Lebenthal Global Advisors, LLC | 6,447 | $1.44M | 0.19% | +276+4.5% | Added |
| Laurel Oak Wealth Management, LLC | 6,447 | $1.44M | 0.21% | −203−3.1% | Reduced |
| Wedmont Private Capital | 6,143 | $1.43M | 0.04% | −92−1.5% | Reduced |
| American National Bank | 6,428 | $1.43M | 0.12% | +21+0.3% | Added |
| Westbourne Investments, Inc. | 6,424 | $1.43M | 0.58% | +30+0.5% | Added |
| PKO Investment Management Joint-Stock Co | 6,412 | $1.43M | 0.10% | 00.0% | Unchanged |
| Equitable Trust Co | 6,396 | $1.43M | 0.06% | +352+5.8% | Added |
| Tema ETFs LLC | 6,371 | $1.42M | 0.05% | +580+10.0% | Added |
| RMB Capital Management, LLC | 6,366 | $1.42M | 0.02% | −491−7.2% | Reduced |
| Frank, Rimerman Advisors LLC | 6,338 | $1.41M | 0.08% | −88−1.4% | Reduced |
| Ark Wealth Advisors LLC | 6,306 | $1.41M | 1.25% | +1,001+18.9% | Added |
| WBH Advisory Inc | 6,301 | $1.40M | 0.09% | −50−0.8% | Reduced |
| TCW Group Inc | 6,291 | $1.40M | 0.01% | +217+3.6% | Added |
| MWA Asset Management | 6,285 | $1.40M | 0.63% | +882+16.3% | Added |
| Avidian Wealth Solutions, LLC | 6,279 | $1.40M | 0.04% | +171+2.8% | Added |
| McDaniel Terry & Co | 6,275 | $1.40M | 0.11% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6,273 | $1.40M | 0.01% | −223−3.4% | Reduced |
| VeraBank, N.A. | 6,271 | $1.40M | 0.23% | −27−0.4% | Reduced |
| PFG Investments, LLC | 6,265 | $1.40M | 0.05% | +439+7.5% | Added |
| Thoroughbred Financial Services, LLC | 6,244 | $1.39M | 0.07% | +55+0.9% | Added |
| Directional Asset Management | 6,229 | $1.39M | 1.32% | +19+0.3% | Added |
| Sculati Wealth Management, LLC | 5,770 | $1.38M | 0.46% | 00.0% | Unchanged |
| HM Payson & Co | 6,188 | $1.38M | 0.02% | −100−1.6% | Reduced |
| Fca Corp | 6,184 | $1.38M | 0.34% | +694+12.6% | Added |
| Adapt Wealth Advisors, LLC | 6,180 | $1.38M | 0.45% | −4,385−41.5% | Reduced |
| Retirement Guys Formula LLC | 6,177 | $1.38M | 0.52% | +454+7.9% | Added |
| Wedgewood Investors Inc | 6,081 | $1.36M | 1.39% | +75+1.2% | Added |
| BankPlus Trust Department | 6,056 | $1.35M | 0.32% | +527+9.5% | Added |
| Rehmann Capital Advisory Group | 6,049 | $1.35M | 0.06% | +60+1.0% | Added |
| Cullen/Frost Bankers, Inc. | 6,047 | $1.35M | 0.01% | −28−0.5% | Reduced |
| Arwa LLC | 5,557 | $1.35M | 0.56% | −1,099−16.5% | Reduced |
| Stiles Financial Services Inc | 6,023 | $1.34M | 0.34% | −51−0.8% | Reduced |
| Corundum Group, Inc. | 6,016 | $1.34M | 0.40% | +66+1.1% | Added |
| Counterweight Ventures, LLC | 5,990 | $1.34M | 0.67% | −228−3.7% | Reduced |
| Birch Hill Investment Advisors LLC | 5,969 | $1.33M | 0.05% | −135−2.2% | Reduced |
| RFG Advisory, LLC | 5,955 | $1.33M | 0.02% | +2,088+54.0% | Added |
| Guardian Capital, LLC | 5,955 | $1.33M | 1.09% | −1,611−21.3% | Reduced |
| January Capital Advisors LLC | 5,946 | $1.33M | 1.11% | +14+0.2% | Added |
| Iams Wealth Management, LLC | 5,943 | $1.32M | 0.40% | +560+10.4% | Added |
| RMR Wealth Builders | 5,942 | $1.32M | 0.08% | −7,817−56.8% | Reduced |
| Cassia Capital Partners, LLC | 5,927 | $1.32M | 0.64% | +73+1.2% | Added |
| First Pacific Financial | 5,900 | $1.32M | 0.16% | −135−2.2% | Reduced |
| Commonwealth Retirement Investments LLC | 5,891 | $1.31M | 0.36% | −17−0.3% | Reduced |
| Advisory Alpha, LLC | 5,883 | $1.31M | 0.03% | −72−1.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,846 | $1.31M | 0.07% | +1,226+26.5% | Added |
| Mesirow Financial Investment Management, Inc. | 5,877 | $1.31M | 0.02% | −163−2.7% | Reduced |
| Quadcap Wealth Management, LLC | 5,865 | $1.31M | 0.13% | +82+1.4% | Added |
| Constitution Capital LLC | 5,860 | $1.31M | 0.67% | −6,425−52.3% | Reduced |
| XTX Topco Ltd | 5,859 | $1.31M | 0.02% | −17,083−74.5% | Reduced |
| Cito Capital Group, LLC | 5,851 | $1.30M | 0.35% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,837 | $1.30M | 0.43% | −1,370−19.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,833 | $1.30M | 0.02% | +382+7.0% | Added |
| Donaldson Capital Management, LLC | 5,819 | $1.30M | 0.04% | +101+1.8% | Added |
| WD Rutherford LLC | 5,818 | $1.30M | 0.47% | −343−5.6% | Reduced |
| Silver Oak Securities, Inc | 5,815 | $1.30M | 0.08% | −333−5.4% | Reduced |
| Rithm Capital Corp. | 5,800 | $1.29M | 1.59% | 00.0% | Unchanged |
| Mfg Wealth Management, Inc. | 5,797 | $1.29M | 0.92% | +5,797 | New |
| Checchi Capital Advisers, LLC | 5,776 | $1.29M | 0.08% | +51+0.9% | Added |
| Shay Capital LLC | 5,750 | $1.28M | 0.14% | +5,750 | New |
| Hamrick Investment Counsel, llc | 5,745 | $1.28M | 0.85% | −231−3.9% | Reduced |
| OneAscent Financial Services LLC | 5,738 | $1.28M | 0.06% | −178−3.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 5,723 | $1.28M | 0.46% | +442+8.4% | Added |
| Azzad Asset Management Inc | 5,715 | $1.27M | 0.11% | +5,715 | New |
| Simplicity Wealth,LLC | 5,711 | $1.27M | 0.04% | +319+5.9% | Added |
| Change Path, LLC | 5,711 | $1.27M | 0.03% | +130+2.3% | Added |
| South State Corp. | 5,699 | $1.27M | 0.05% | −25−0.4% | Reduced |
| MTM Investment Management, LLC | 5,693 | $1.27M | 0.36% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 5,690 | $1.27M | 0.04% | +12+0.2% | Added |
| Schonfeld Strategic Advisors LLC | 5,672 | $1.26M | 0.01% | +5,672 | New |
| Nations Financial Group Inc, | 5,669 | $1.26M | 0.06% | −480−7.8% | Reduced |
| Okabena Investment Services Inc | 5,663 | $1.26M | 0.23% | −5−0.1% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 5,655 | $1.26M | 0.67% | −83−1.4% | Reduced |
| Sava Infond d.o.o. | 5,640 | $1.26M | 0.09% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 5,620 | $1.25M | 0.11% | +5,620 | New |