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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 3,492 | $778.3K | 0.05% | −554−13.7% | Reduced |
| Bond & Devick Financial Network, Inc. | 3,465 | $772.3K | 0.19% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 3,451 | $769.1K | 0.19% | −59−1.7% | Reduced |
| Modern Wealth Management, LLC | 3,440 | $766.7K | 0.01% | +104+3.1% | Added |
| Asset Planning,Inc | 3,419 | $762.1K | 0.49% | +12+0.4% | Added |
| BOK Financial Private Wealth, Inc. | 3,417 | $761.6K | 0.04% | +2+0.1% | Added |
| Great Lakes Advisors, LLC | 3,413 | $760.7K | 0.01% | +52+1.5% | Added |
| Ipsen Advisor Group LLC | 3,412 | $760.6K | 0.49% | −58−1.7% | Reduced |
| TIAA Wealth Investment Management LLC | 3,395 | $756.8K | 0.01% | +726+27.2% | Added |
| Bill Few Associates, Inc. | 3,386 | $754.7K | 0.16% | −104−3.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 3,386 | $754.7K | 0.03% | −6−0.2% | Reduced |
| Verus Capital Partners, LLC | 3,379 | $753.2K | 0.04% | −26−0.8% | Reduced |
| Lynch & Associates | 3,370 | $751.1K | 0.13% | +150+4.7% | Added |
| Avantax Planning Partners, Inc. | 3,369 | $751.0K | 0.02% | −14−0.4% | Reduced |
| V-Square Quantitative Management LLC | 3,347 | $746.0K | 0.07% | +40+1.2% | Added |
| Goelzer Investment Management, Inc. | 3,321 | $740.2K | 0.03% | 00.0% | Unchanged |
| Mechanics Financial Corp | 3,318 | $739.5K | 0.26% | +152+4.8% | Added |
| PCM Encore, LLC | 3,311 | $737.9K | 0.13% | +11+0.3% | Added |
| Financial Network Wealth Management LLC | 3,283 | $731.0K | 0.21% | −112−3.3% | Reduced |
| Glenview Trust Co | 3,278 | $730.6K | 0.01% | +200+6.5% | Added |
| NCM Capital Management, LLC | 3,276 | $730.2K | 0.23% | +10.0% | Added |
| Bridgewater Advisors Inc. | 3,328 | $729.5K | 0.04% | +52+1.6% | Added |
| Kinneret Advisory, LLC | 3,266 | $727.9K | 0.06% | 00.0% | Unchanged |
| Alpha Zero LLC | 3,002 | $727.3K | 0.28% | +1,360+82.8% | Added |
| Private Wealth Asset Management, LLC | 3,263 | $727.3K | 0.07% | +1,196+57.9% | Added |
| Brasada Capital Management, LP | 3,262 | $727.0K | 0.13% | +76+2.4% | Added |
| Zions Bancorporation, National Association | 3,261 | $726.8K | 0.04% | −198−5.7% | Reduced |
| Cozad Asset Management Inc | 3,253 | $725.0K | 0.05% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 3,241 | $722.4K | 0.00% | −18,734−85.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,218 | $717.2K | 0.09% | +10.0% | Added |
| Journey Retirement Planning & Investment Management LLC | 3,208 | $714.9K | 0.56% | +957+42.5% | Added |
| Spinnaker Trust | 3,206 | $714.6K | 0.03% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 3,205 | $714.3K | 0.05% | +50+1.6% | Added |
| Knuff & Co LLC | 3,200 | $713.2K | 0.18% | −1,721−35.0% | Reduced |
| Marble Wealth, LLC | 3,192 | $711.4K | 0.11% | −53−1.6% | Reduced |
| Smithfield Trust Co | 3,184 | $711.0K | 0.03% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,184 | $709.7K | 0.04% | −285−8.2% | Reduced |
| Falcon Wealth Planning | 3,167 | $705.9K | 0.04% | +77+2.5% | Added |
| Legacy Wealth Asset Management, LLC | 3,166 | $705.7K | 0.15% | +10.0% | Added |
| Real Talk Capital, LLC | 3,161 | $704.5K | 0.52% | +59+1.9% | Added |
| Roman Butler Fullerton & Co | 2,973 | $703.8K | 0.17% | +6+0.2% | Added |
| TownSquare Capital, LLC | 3,155 | $703.3K | 0.13% | +703+28.7% | Added |
| Silphium Asset Management Ltd | 3,154 | $703.0K | 0.24% | +300+10.5% | Added |
| Y.D. More Investments Ltd | 17,733 | $701.9K | 0.02% | +716+4.2% | Added |
| Richwood Investment Advisors, LLC | 3,135 | $698.7K | 0.49% | −65−2.0% | Reduced |
| Opal Capital LLC | 3,131 | $697.8K | 0.12% | +546+21.1% | Added |
| Lewis Asset Management, LLC | 3,123 | $696.2K | 0.24% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 3,121 | $695.0K | 0.16% | −16−0.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 3,113 | $693.8K | 0.43% | −10.0% | Reduced |
| Boothbay Fund Management, LLC | 3,109 | $692.9K | 0.01% | +555+21.7% | Added |
| Guardian Wealth Advisors, LLC | 3,091 | $688.9K | 0.04% | −44−1.4% | Reduced |
| Boston Research & Management Inc | 3,090 | $688.7K | 0.15% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 3,082 | $687.0K | 0.01% | +425+16.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 3,082 | $687.0K | 0.01% | −39−1.2% | Reduced |
| Busey Wealth Management | 3,078 | $686.0K | 0.02% | −25−0.8% | Reduced |
| Gsa Capital Partners LLP | 3,076 | $686.0K | 0.04% | +3,076 | New |
| Shoker Investment Counsel, Inc. | 3,076 | $685.6K | 0.17% | +3+0.1% | Added |
| Shepherd Financial Partners LLC | 3,071 | $684.5K | 0.06% | −49−1.6% | Reduced |
| First Foundation Advisors | 3,064 | $682.9K | 0.02% | +6+0.2% | Added |
| Trust Co | 3,051 | $680.0K | 0.06% | −232−7.1% | Reduced |
| Stony Point Wealth Management Inc. | 3,044 | $678.5K | 0.24% | −10−0.3% | Reduced |
| Cambria Investment Management, L.P. | 3,044 | $678.4K | 0.03% | +1,001+49.0% | Added |
| Catalytic Wealth RIA, LLC | 3,040 | $677.6K | 0.04% | +697+29.7% | Added |
| Oakworth Capital, Inc. | 3,019 | $675.2K | 0.03% | −30−1.0% | Reduced |
| Montecito Bank & Trust | 3,011 | $671.1K | 0.10% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 3,010 | $670.9K | 0.29% | 00.0% | Unchanged |
| Carlson Financial, Inc. | 3,004 | $670.4K | 0.34% | +27+0.9% | Added |
| Baker Tilly Wealth Management, LLC | 3,006 | $670.0K | 0.14% | −193−6.0% | Reduced |
| Ashton Thomas Securities, LLC | 3,005 | $668.4K | 0.10% | −22−0.7% | Reduced |
| Spirepoint Private Client, LLC | 2,991 | $666.6K | 0.05% | +1,680+128.1% | Added |
| Meyer Handelman Co | 2,973 | $662.7K | 0.02% | +198+7.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,971 | $661.9K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 2,968 | $661.6K | 0.00% | −14,889−83.4% | Reduced |
| BDFS Capital LLC | 2,963 | $660.4K | 0.29% | +113+4.0% | Added |
| Parkside Financial Bank & Trust | 2,954 | $658.4K | 0.04% | +31+1.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,950 | $657.5K | 0.02% | +264+9.8% | Added |
| Illumine Investment Management, LLC | 0 | $653.9K | 0.43% | −2,934−100.0% | Reduced |
| Tempo Wealth, LLC | 2,927 | $652.5K | 0.10% | +131+4.7% | Added |
| Cornerstone Advisory, LLC | 2,926 | $652.1K | 0.05% | −47−1.6% | Reduced |
| Private Capital Management, LLC | 2,925 | $651.9K | 0.06% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 2,918 | $651.7K | 0.01% | −452−13.4% | Reduced |
| Compass Financial Management LLC | 2,897 | $650.8K | 0.08% | +2,897 | New |
| CMG Global Holdings, LLC | 2,909 | $648.4K | 0.27% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 2,902 | $646.8K | 0.20% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,825 | $629.6K | 0.25% | 00.0% | Unchanged |
| McAdam, LLC | 2,822 | $628.9K | 0.02% | +945+50.3% | Added |
| Marble Harbor Investment Counsel, LLC | 2,816 | $627.6K | 0.06% | +68+2.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,814 | $627.2K | 0.04% | −79−2.7% | Reduced |
| Icon Wealth Advisors, LLC | 2,804 | $625.0K | 0.04% | +1,299+86.3% | Added |
| Camden Capital, LLC | 2,804 | $624.9K | 0.03% | −245−8.0% | Reduced |
| Vision Capital Management, Inc. | 2,802 | $624.5K | 0.07% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,790 | $621.9K | 0.02% | −19−0.7% | Reduced |
| Fundamentun, LLC | 2,770 | $617.5K | 0.02% | −273−9.0% | Reduced |
| Alpine Global Management, LLC | 2,766 | $616.5K | 0.10% | +2,766 | New |
| Axxion S.A. | 2,762 | $615.6K | 0.04% | +2,762 | New |
| Master's Wealth Management Inc. | 2,750 | $612.8K | 0.18% | +38+1.4% | Added |
| Claro Advisors LLC | 2,733 | $609.1K | 0.06% | +123+4.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,726 | $607.6K | 0.04% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 2,725 | $607.3K | 0.07% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,720 | $606.2K | 0.04% | 00.0% | Unchanged |