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 |
|---|---|---|---|---|---|
| Cornerstone National Bank & Trust Co | 576 | $129.1K | 0.04% | −2−0.3% | Reduced |
| IMG Wealth Management, Inc. | 578 | $128.8K | 0.07% | −8−1.4% | Reduced |
| Tripletail Wealth Management, LLC | 533 | $122.8K | 0.14% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 550 | $122.6K | 0.06% | +550 | New |
| Concord Wealth Partners | 534 | $119.0K | 0.01% | +534 | New |
| Bayban | 533 | $118.8K | 0.09% | 00.0% | Unchanged |
| Peterson Wealth Management | 525 | $117.1K | 0.05% | −84−13.8% | Reduced |
| Silver Grove Financial Group, Inc. | 522 | $116.4K | 0.06% | +363+228.3% | Added |
| Delos Wealth Advisors, LLC | 515 | $114.8K | 0.06% | 00.0% | Unchanged |
| Key Financial Inc | 513 | $114.3K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 493 | $113.5K | 0.03% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 506 | $112.8K | 0.03% | −796−61.1% | Reduced |
| Activest Wealth Management | 506 | $112.8K | 0.02% | +70+16.1% | Added |
| Custom Index Systems, LLC | 504 | $112.3K | 0.04% | +504 | New |
| Napier Financial, LLC | 502 | $111.9K | 0.02% | −4−0.8% | Reduced |
| Kentucky Trust Co | 500 | $111.4K | 0.05% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 494 | $110.1K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 493 | $109.9K | 0.12% | +2+0.4% | Added |
| Quarry LP | 488 | $108.8K | 0.02% | +156+47.0% | Added |
| West Paces Advisors Inc. | 483 | $107.7K | 0.02% | +483 | New |
| Park Place Capital Corp | 475 | $105.9K | 0.02% | +81+20.6% | Added |
| Triumph Capital Management | 470 | $104.8K | 0.02% | +3+0.6% | Added |
| Itau Unibanco Holding S.A. | 465 | $103.6K | 0.00% | +106+29.5% | Added |
| Meramec Financial Planners, LLC | 431 | $102.5K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 450 | $100.3K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 449 | $100.1K | 0.03% | +10+2.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 450 | $100.0K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 438 | $97.7K | 0.02% | +270+160.7% | Added |
| Sittner & Nelson, LLC | 429 | $95.6K | 0.03% | +9+2.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 427 | $95.2K | 0.03% | +1+0.2% | Added |
| Cedar Mountain Advisors, LLC | 427 | $95.1K | 0.02% | +2+0.5% | Added |
| Evermay Wealth Management LLC | 424 | $94.5K | 0.01% | +306+259.3% | Added |
| IAG Wealth Partners, LLC | 423 | $94.3K | 0.01% | −97−18.7% | Reduced |
| CNB Bank | 419 | $93.4K | 0.04% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 415 | $92.5K | 0.00% | −403−49.3% | Reduced |
| UMA Financial Services, Inc. | 413 | $92.0K | 0.01% | −72−14.8% | Reduced |
| 3 Factor Indexing, LLC | 401 | $89.4K | 0.08% | +1+0.3% | Added |
| Investors Research Corp | 400 | $89.2K | 0.02% | 00.0% | Unchanged |
| TrustBank | 400 | $89.2K | 0.03% | 00.0% | Unchanged |
| Planning Strategies Inc. | 395 | $88.0K | 0.06% | +395 | New |
| Westside Investment Management, Inc. | 392 | $87.4K | 0.01% | +1+0.3% | Added |
| Align Financial, LLC | 392 | $87.4K | 0.04% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 387 | $86.3K | 0.02% | −248−39.1% | Reduced |
| Wellington-Altus USA Inc. | 375 | $86.2K | 0.06% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 380 | $84.7K | 0.01% | +180+90.0% | Added |
| Covestor Ltd | 376 | $84.0K | 0.05% | −11−2.8% | Reduced |
| Valued Wealth Advisors LLC | 373 | $83.1K | 0.03% | −18−4.6% | Reduced |
| WPG Advisers, LLC | 371 | $82.7K | 0.05% | +102+37.9% | Added |
| Hollencrest Capital Management | 366 | $81.5K | 0.01% | +317+646.9% | Added |
| Group One Trading, L.P. | 364 | $81.1K | 0.00% | −1,577−81.2% | Reduced |
| Midwest Capital Advisors, LLC | 363 | $80.9K | 0.03% | −1−0.3% | Reduced |
| USA Financial Formulas | 363 | $80.9K | 0.01% | +363 | New |
| Sankala Group LLC | 358 | $80.3K | 0.05% | +27+8.2% | Added |
| Prosperity Bancshares Inc | 360 | $80.2K | 0.05% | +8+2.3% | Added |
| Prestige Wealth Management Group LLC | 350 | $78.0K | 0.01% | −1,444−80.5% | Reduced |
| True Wealth Design, LLC | 348 | $77.5K | 0.02% | −5−1.4% | Reduced |
| Old Point Trust & Financial Services N A | 347 | $77.3K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 346 | $77.0K | 0.05% | +1+0.3% | Added |
| Bannerstone Capital Management, LLC | 345 | $76.9K | 0.06% | +345 | New |
| Fairscale Capital, LLC | 340 | $75.8K | 0.05% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 339 | $75.6K | 0.03% | +317+1,440.9% | Added |
| Miller Global Investments, LLC | 337 | $75.1K | 0.06% | +92+37.6% | Added |
| WealthCollab, LLC | 334 | $74.4K | 0.03% | +50+17.6% | Added |
| Plante Moran Financial Advisors, LLC | 329 | $73.3K | 0.00% | +7+2.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 325 | $72.4K | 0.01% | −116−26.3% | Reduced |
| Tower View Investment Management & Research LLC | 324 | $72.3K | 0.03% | +1+0.3% | Added |
| Sarver Vrooman Wealth Advisors | 317 | $71.0K | 0.04% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 310 | $69.3K | 0.00% | +217+233.3% | Added |
| Centerpoint Advisors, LLC | 310 | $69.0K | 0.02% | −60−16.2% | Reduced |
| Albion Financial Group | 304 | $67.8K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 304 | $67.8K | 0.01% | +28+10.1% | Added |
| Bollard Group LLC | 300 | $67.0K | 0.00% | +1+0.3% | Added |
| Thompson Investment Management, Inc. | 300 | $66.9K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 300 | $66.9K | 0.01% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 295 | $65.7K | 0.04% | +5+1.7% | Added |
| Burk Holdings LLC | 294 | $65.5K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 290 | $64.7K | 0.01% | −26−8.2% | Reduced |
| Morse Asset Management, Inc | 290 | $64.6K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 290 | $64.6K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 289 | $64.4K | 0.04% | +217+301.4% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 285 | $63.5K | 0.19% | −543−65.6% | Reduced |
| TD Capital Management LLC | 280 | $62.4K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 275 | $61.3K | 0.03% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 274 | $61.2K | 0.02% | −39−12.5% | Reduced |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 265 | $59.1K | 0.04% | −4,373−94.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 262 | $58.4K | 0.01% | +51+24.2% | Added |
| Avion Wealth | 256 | $57.0K | 0.01% | −17−6.2% | Reduced |
| Boyd Watterson Asset Management LLC | 254 | $56.6K | 0.02% | 00.0% | Unchanged |
| Gladwyn Financial Advisors, Inc. | 254 | $56.5K | 0.04% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 247 | $55.1K | 0.02% | +18+7.9% | Added |
| Prudent Man Investment Management, Inc. | 248 | $54.5K | 0.02% | 00.0% | Unchanged |
| RHL Group, LLC | 239 | $53.3K | 0.04% | +13+5.8% | Added |
| SJS Investment Consulting Inc. | 237 | $52.8K | 0.01% | −3−1.3% | Reduced |
| Synergy Investment Management, LLC | 232 | $52.7K | 0.01% | +68+41.5% | Added |
| Regatta Research & Money Management | 236 | $52.4K | 0.05% | +236 | New |
| Byrne Asset Management LLC | 231 | $51.5K | 0.03% | 00.0% | Unchanged |
| Index Technologies Group LLC | 227 | $50.6K | 0.04% | +227 | New |
| ORG Wealth Partners, LLC | 223 | $49.7K | 0.01% | +223 | New |
| Moisand Fitzgerald Tamayo, LLC | 219 | $48.8K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 219 | $48.8K | 0.01% | 00.0% | Unchanged |