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 |
|---|---|---|---|---|---|
| Sierra Summit Advisors LLC | 5,618 | $1.25M | 0.14% | +5,618 | New |
| Purpose Unlimited Inc. | 5,488 | $1.24M | 0.05% | +141+2.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,538 | $1.23M | 0.50% | −99−1.8% | Reduced |
| Bryn Mawr Trust Co | 5,521 | $1.23M | 0.03% | −19−0.3% | Reduced |
| Vision Financial Markets LLC | 5,504 | $1.23M | 1.07% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 5,507 | $1.23M | 0.09% | +20.0% | Added |
| Roof Eidam & Maycock | 5,480 | $1.22M | 0.24% | −15−0.3% | Reduced |
| Essential Investment Partners LLC | 5,457 | $1.22M | 0.98% | +502+10.1% | Added |
| Valmark Advisers, Inc. | 5,445 | $1.21M | 0.01% | −757−12.2% | Reduced |
| Northwest Bancshares, Inc. | 5,415 | $1.21M | 0.22% | −26−0.5% | Reduced |
| Retirement Planning Group | 5,394 | $1.20M | 0.03% | +22+0.4% | Added |
| Burke & Herbert Bank & Trust Co | 5,392 | $1.20M | 0.30% | −141−2.5% | Reduced |
| Detalus Advisors, LLC | 5,381 | $1.20M | 0.23% | −136−2.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,364 | $1.20M | 0.15% | −16−0.3% | Reduced |
| Gateway Wealth Partners, LLC | 5,357 | $1.19M | 0.07% | −2,778−34.1% | Reduced |
| HBW Advisory Services LLC | 5,341 | $1.19M | 0.11% | +128+2.5% | Added |
| HBK Sorce Advisory LLC | 5,304 | $1.19M | 0.02% | −3−0.1% | Reduced |
| Piscataqua Savings Bank | 5,329 | $1.19M | 0.80% | −91−1.7% | Reduced |
| Trust Co of the South | 5,327 | $1.19M | 0.17% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 5,308 | $1.18M | 0.68% | −180−3.3% | Reduced |
| Strategic Blueprint, LLC | 5,304 | $1.18M | 0.06% | +37+0.7% | Added |
| Leonteq Securities AG | 5,303 | $1.18M | 0.07% | −879−14.2% | Reduced |
| Silvercrest Asset Management Group LLC | 5,302 | $1.18M | 0.01% | +18+0.3% | Added |
| Pekin Hardy Strauss, Inc. | 5,292 | $1.18M | 0.10% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,266 | $1.17M | 0.08% | −50−0.9% | Reduced |
| NorthRock Partners, LLC | 5,260 | $1.17M | 0.02% | +1,067+25.4% | Added |
| Leigh Baldwin & Co., LLC | 5,259 | $1.17M | 0.63% | +124+2.4% | Added |
| Lighthouse Financial Services Inc | 5,231 | $1.17M | 0.25% | +58+1.1% | Added |
| Dynasty Wealth Management, LLC | 5,256 | $1.17M | 0.01% | −256−4.6% | Reduced |
| Oak Thistle LLC | 5,245 | $1.17M | 0.11% | −4,085−43.8% | Reduced |
| Foguth Wealth Management, LLC. | 4,883 | $1.17M | 0.13% | −3−0.1% | Reduced |
| Magnus Financial Group LLC | 5,221 | $1.16M | 0.08% | +10+0.2% | Added |
| Robbins Farley LLC | 5,218 | $1.16M | 0.45% | +66+1.3% | Added |
| High Net Worth Advisory Group LLC | 5,208 | $1.16M | 0.25% | −14−0.3% | Reduced |
| Helios Capital Management Pte. Ltd | 5,200 | $1.16M | 1.13% | +5,200 | New |
| Stokes Family Office, LLC | 5,168 | $1.15M | 0.13% | −35−0.7% | Reduced |
| Capital Analysts, LLC | 5,162 | $1.15M | 0.03% | +367+7.7% | Added |
| Heritage Wealth Management, Inc. | 5,162 | $1.15M | 0.29% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 5,158 | $1.15M | 0.26% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 5,135 | $1.14M | 0.45% | −25−0.5% | Reduced |
| Buckley Wealth Management, LLC | 5,126 | $1.14M | 0.28% | +223+4.5% | Added |
| Rexford Capital Inc | 5,121 | $1.14M | 0.70% | −6−0.1% | Reduced |
| Apella Capital, LLC | 4,800 | $1.14M | 0.02% | +14+0.3% | Added |
| Milestone Asset Management, LLC | 5,105 | $1.14M | 0.18% | +1,047+25.8% | Added |
| Hartford Financial Management Inc. | 5,101 | $1.14M | 0.25% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 5,109 | $1.14M | 0.08% | +1,526+42.6% | Added |
| SCS Capital Management LLC | 5,065 | $1.13M | 0.01% | −13−0.3% | Reduced |
| Fidelis Capital Partners, LLC | 5,064 | $1.13M | 0.06% | +233+4.8% | Added |
| Mainsail Financial Group, LLC | 5,045 | $1.12M | 0.38% | +139+2.8% | Added |
| Angeles Wealth Management, LLC | 5,043 | $1.12M | 0.05% | −305−5.7% | Reduced |
| Koa Wealth Management, LLC | 5,013 | $1.12M | 0.76% | 00.0% | Unchanged |
| Oakmont Investment Advisors, Inc. | 5,004 | $1.11M | 0.77% | −1,699−25.3% | Reduced |
| Barbara Oil Co. | 5,000 | $1.11M | 0.38% | 00.0% | Unchanged |
| Monument Capital Management | 4,987 | $1.11M | 0.22% | −19−0.4% | Reduced |
| Atom Investors LP | 4,980 | $1.11M | 0.10% | −1,242−20.0% | Reduced |
| Welch & Forbes LLC | 4,979 | $1.11M | 0.01% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 4,973 | $1.11M | 0.58% | −330−6.2% | Reduced |
| Sunpointe, LLC | 4,947 | $1.10M | 0.31% | +4,947 | New |
| Coppell Advisory Solutions LLC | 7,531 | $1.10M | 0.32% | +7,531 | New |
| Brady Family Wealth, LLC | 4,932 | $1.10M | 0.32% | +171+3.6% | Added |
| Mayflower Financial Advisors, LLC | 4,911 | $1.09M | 0.09% | −27−0.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 4,886 | $1.09M | 0.07% | +373+8.3% | Added |
| Potomac Fund Management Inc | 4,864 | $1.08M | 0.03% | +253+5.5% | Added |
| Tradewinds, LLC. | 24,432 | $1.08M | 0.34% | +21,324+686.1% | Added |
| Vancity Investment Management Ltd | 4,825 | $1.07M | 0.16% | +62+1.3% | Added |
| Rogco, LP | 4,802 | $1.07M | 0.33% | −105−2.1% | Reduced |
| Adkins Seale Capital Management LLC | 4,793 | $1.07M | 0.95% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,791 | $1.07M | 0.03% | +449+10.3% | Added |
| AAFMAA Wealth Management & Trust LLC | 4,756 | $1.06M | 0.37% | −475−9.1% | Reduced |
| EverSource Wealth Advisors, LLC | 4,741 | $1.06M | 0.04% | −1,361−22.3% | Reduced |
| Nicolet Bankshares Inc | 4,690 | $1.06M | 0.03% | −396−7.8% | Reduced |
| Phoenix Holdings Ltd. | 4,739 | $1.06M | 0.01% | +590+14.2% | Added |
| Groupama Asset Managment | 4,731 | $1.06M | 0.01% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 4,726 | $1.05M | 0.05% | +116+2.5% | Added |
| Anchyra Partners LLC | 4,717 | $1.05M | 0.25% | −140−2.9% | Reduced |
| Ossiam | 4,705 | $1.05M | 0.01% | −470−9.1% | Reduced |
| Waterway Wealth Management, LLC | 4,686 | $1.04M | 0.21% | +1,849+65.2% | Added |
| Peregrine Asset Advisers, Inc. | 4,678 | $1.04M | 0.23% | −175−3.6% | Reduced |
| Cornerstone Wealth Management, LLC | 4,665 | $1.04M | 0.04% | +505+12.1% | Added |
| Fire Capital Management LLC | 4,662 | $1.04M | 0.42% | +316+7.3% | Added |
| Comprehensive Financial Planning, Inc. | 4,657 | $1.04M | 0.55% | −210−4.3% | Reduced |
| Bank of Nova Scotia Trust Co | 4,641 | $1.03M | 0.09% | −3−0.1% | Reduced |
| Veracity Capital LLC | 4,625 | $1.03M | 0.28% | −965−17.3% | Reduced |
| Crestwood Advisors Group LLC | 4,613 | $1.03M | 0.02% | −385−7.7% | Reduced |
| Hilltop Holdings Inc. | 4,573 | $1.02M | 0.08% | −9−0.2% | Reduced |
| South Dakota Investment Council | 4,558 | $1.02M | 0.02% | −6,047−57.0% | Reduced |
| Foundations Investment Advisors, LLC | 4,556 | $1.02M | 0.01% | −949−17.2% | Reduced |
| Larson Financial Group LLC | 4,552 | $1.01M | 0.03% | −412−8.3% | Reduced |
| Cache Advisors, LLC | 4,500 | $1.00M | 0.09% | +4,500 | New |
| NBH Bank | 4,467 | $995.6K | 0.42% | +4,467 | New |
| Dnca Finance | 4,460 | $994.0K | 0.05% | −260−5.5% | Reduced |
| Westover Capital Advisors, LLC | 4,455 | $992.9K | 0.16% | −629−12.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,452 | $992.3K | 0.06% | −88−1.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,442 | $990.0K | 0.15% | +61+1.4% | Added |
| Kames Capital plc | 4,432 | $987.8K | 0.01% | +1,778+67.0% | Added |
| Founders Financial Alliance, LLC | 4,417 | $984.5K | 0.13% | +6+0.1% | Added |
| Community Bank & Trust, Waco, Texas | 4,394 | $979.0K | 0.18% | +125+2.9% | Added |
| Avestar Capital, LLC | 4,384 | $977.1K | 0.06% | −122−2.7% | Reduced |
| Modera Wealth Management, LLC | 4,374 | $974.9K | 0.01% | −142−3.1% | Reduced |
| Fulton Bank, N.A. | 4,369 | $973.8K | 0.03% | +133+3.1% | Added |