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 |
|---|---|---|---|---|---|
| United Advisor Group, LLC | 1,883 | $419.7K | 0.04% | +264+16.3% | Added |
| bLong Financial, LLC | 1,871 | $417.0K | 0.27% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 1,867 | $416.1K | 0.21% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,866 | $415.8K | 0.11% | −249−11.8% | Reduced |
| Diligent Investors, LLC | 1,862 | $415.0K | 0.09% | +5+0.3% | Added |
| Ballast Advisors LLC | 1,861 | $414.7K | 0.10% | +282+17.9% | Added |
| Values First Advisors, Inc. | 1,853 | $413.1K | 0.19% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 1,851 | $412.5K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,850 | $412.4K | 0.22% | 00.0% | Unchanged |
| 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 |
| True North Advisors, LLC | 1,849 | $412.1K | 0.04% | +571+44.7% | Added |
| Resolute Wealth Strategies, LLC | 1,845 | $411.2K | 0.16% | +8+0.4% | Added |
| Ifrah Financial Services, Inc. | 1,842 | $410.5K | 0.10% | −7−0.4% | Reduced |
| Blue Fin Capital, Inc. | 1,839 | $409.9K | 0.06% | +361+24.4% | Added |
| Volterra Technologies LP | 1,837 | $409.4K | 0.26% | +1,837 | New |
| SkyOak Wealth, LLC | 1,836 | $409.2K | 0.07% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,836 | $409.2K | 0.01% | +154+9.2% | Added |
| Ocean Capital Management, LLC | 1,835 | $408.9K | 0.08% | +3+0.2% | Added |
| Sawgrass Asset Management LLC | 1,830 | $407.9K | 0.05% | −65−3.4% | Reduced |
| Quaker Wealth Management, LLC | 1,825 | $406.8K | 0.12% | −103−5.3% | Reduced |
| Red Wave Investments LLC | 1,822 | $406.2K | 0.10% | −125−6.4% | Reduced |
| SlateStone Wealth, LLC | 1,820 | $406.0K | 0.03% | −25−1.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,818 | $405.0K | 0.10% | −150−7.6% | Reduced |
| Resonant Capital Advisors, LLC | 1,816 | $404.8K | 0.02% | −349−16.1% | Reduced |
| Diversified Enterprises, LLC | 1,814 | $404.3K | 0.02% | +198+12.3% | Added |
| MPS Loria Financial Planners, LLC | 1,814 | $404.3K | 0.09% | −298−14.1% | Reduced |
| Berkshire Bank | 1,811 | $403.6K | 0.08% | −154−7.8% | Reduced |
| Los Angeles Capital Management LLC | 1,808 | $403.0K | 0.00% | +133+7.9% | Added |
| St Germain D J Co Inc | 1,807 | $402.7K | 0.01% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 1,804 | $402.1K | 0.16% | −54−2.9% | Reduced |
| South Shore Capital Advisors | 1,804 | $402.0K | 0.27% | −32−1.7% | Reduced |
| Camden National Bank | 1,803 | $401.9K | 0.05% | +796+79.0% | Added |
| Paradigm Asset Management Co LLC | 1,800 | $401.2K | 0.09% | +1,800 | New |
| Premier Path Wealth Partners, LLC | 1,799 | $401.0K | 0.05% | −69−3.7% | Reduced |
| Frisch Financial Group, Inc. | 1,799 | $400.9K | 0.07% | +413+29.8% | Added |
| Peoples Financial Services Corp. | 1,796 | $400.3K | 0.17% | +35+2.0% | Added |
| Bragg Financial Advisors, Inc | 1,794 | $399.8K | 0.01% | −21−1.2% | Reduced |
| Archford Capital Strategies, LLC | 1,783 | $397.5K | 0.04% | +13+0.7% | Added |
| Meridian Wealth Advisors, LLC | 1,780 | $396.6K | 0.05% | +3+0.2% | Added |
| Synergy Financial Group, LTD | 1,779 | $396.5K | 0.29% | −38−2.1% | Reduced |
| Latitude Advisors, LLC | 1,774 | $395.5K | 0.16% | −704−28.4% | Reduced |
| City State Bank | 1,774 | $395.4K | 0.09% | 00.0% | Unchanged |
| Holderness Investments Co | 1,773 | $395.2K | 0.07% | −60−3.3% | Reduced |
| Heritage Trust Co | 1,772 | $394.9K | 0.03% | +66+3.9% | Added |
| 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 |
| Alpha Capital Advisors Inc | 1,762 | $392.8K | 0.34% | 00.0% | Unchanged |
| Broadway Wealth Solutions, Inc. | 1,761 | $392.6K | 0.18% | +123+7.5% | Added |
| Legacy Capital Wealth Partners, LLC | 1,761 | $392.5K | 0.08% | −27−1.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,760 | $392.3K | 0.06% | −260−12.9% | Reduced |
| Continuum Advisory, LLC | 1,751 | $390.2K | 0.03% | +531+43.5% | Added |
| American Trust | 1,750 | $390.0K | 0.03% | +1,750 | New |
| First County Bank | 1,746 | $389.1K | 0.18% | +4+0.2% | Added |
| Biltmore Family Office, LLC | 1,739 | $387.5K | 0.05% | +39+2.3% | Added |
| LRI Investments, LLC | 1,736 | $386.9K | 0.03% | −42−2.4% | Reduced |
| 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 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 1,700 | $385.4K | 0.22% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 1,727 | $384.9K | 0.00% | −211−10.9% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,726 | $384.7K | 0.02% | +6+0.3% | Added |
| Key Client Fiduciary Advisors, LLC | 1,721 | $383.7K | 0.11% | +139+8.8% | Added |
| Crews Bank & Trust | 1,721 | $383.6K | 0.05% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,720 | $383.4K | 0.17% | 00.0% | Unchanged |
| NBT Bank N A | 1,720 | $383.4K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,718 | $382.9K | 0.05% | +21+1.2% | Added |
| Pacitti Group Inc. | 1,718 | $382.8K | 0.12% | +2+0.1% | Added |
| Viawealth, LLC | 1,714 | $382.0K | 0.19% | −34−1.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,714 | $382.0K | 0.03% | −61−3.4% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $380.9K | 0.09% | 0 | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,707 | $380.5K | 0.09% | −120−6.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,702 | $379.3K | 0.00% | 00.0% | Unchanged |
| Sacks & Associates, LLC | 1,674 | $379.2K | 0.26% | 00.0% | Unchanged |
| Philadelphia Trust Co | 1,700 | $379.0K | 0.02% | 00.0% | Unchanged |
| Dala Group, LLC | 1,699 | $378.6K | 0.31% | −114−6.3% | Reduced |
| Flputnam Investment Management Co | 1,695 | $377.8K | 0.00% | +188+12.5% | Added |
| Canopy Partners, LLC | 1,695 | $377.8K | 0.11% | −40−2.3% | Reduced |
| Wealth Architects, LLC | 1,692 | $377.1K | 0.03% | +29+1.7% | Added |
| First Business Financial Services, Inc. | 1,685 | $375.6K | 0.03% | +26+1.6% | Added |
| Penobscot Investment Management Company, Inc. | 1,684 | $375.4K | 0.03% | 00.0% | Unchanged |
| 111 Capital | 1,684 | $375.3K | 0.06% | +1,684 | New |
| O'Rourke & Company, Inc | 1,680 | $374.6K | 0.13% | +2+0.1% | Added |
| Brick & Kyle, Associates | 1,625 | $373.4K | 0.12% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,672 | $372.6K | 0.04% | +262+18.6% | Added |
| WBI Investments | 1,669 | $372.0K | 0.09% | +1,669 | New |
| HORAN Wealth, LLC | 1,667 | $371.5K | 0.05% | −254−13.2% | Reduced |
| Legacy Financial Advisors, Inc. | 1,665 | $371.1K | 0.05% | −12−0.7% | Reduced |
| Foster Group, Inc. | 1,655 | $368.9K | 0.01% | +13+0.8% | Added |
| Investment Advisory Group, LLC | 1,655 | $368.8K | 0.08% | +29+1.8% | Added |
| WealthPlan Investment Management, LLC | 1,654 | $368.6K | 0.02% | +121+7.9% | Added |
| Cove Private Wealth, LLC | 1,652 | $368.2K | 0.07% | +535+47.9% | Added |
| Signature Estate & Investment Advisors LLC | 1,651 | $367.9K | 0.01% | +25+1.5% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,650 | $367.8K | 0.04% | +1,650 | 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 |
| AXA S.A. | 1,879 | $366.1K | 0.43% | +1,879 | New |
| Qtron Investments LLC | 1,629 | $363.1K | 0.05% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,617 | $362.3K | 0.16% | +751+86.7% | Added |
| Bannerman Wealth Management Group, LLC | 1,625 | $362.2K | 0.21% | −22−1.3% | Reduced |
| Marin Bay Wealth Advisors, LLC | 1,623 | $361.8K | 0.19% | −1,227−43.1% | Reduced |