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 |
|---|---|---|---|---|---|
| DHJJ Financial Advisors, Ltd. | 211 | $47.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 207 | $46.1K | 0.02% | +1+0.5% | Added |
| N.E.W. Advisory Services LLC | 203 | $45.2K | 0.00% | +126+163.6% | Added |
| Loomis Sayles & Co L P | 202 | $45.0K | 0.00% | +79+64.2% | Added |
| LSV Asset Management | 200 | $45.0K | 0.00% | +200 | New |
| Fortitude Family Office, LLC | 200 | $44.6K | 0.01% | −8−3.8% | Reduced |
| Burnham & Co LLC | 200 | $44.6K | 0.04% | +200 | New |
| Cherry Tree Wealth Management, LLC | 192 | $42.8K | 0.01% | +1+0.5% | Added |
| Fedenia Advisers LLC | 188 | $41.9K | 0.01% | +188 | New |
| Disciplina Capital Management LLC | 188 | $41.8K | 0.00% | −11−5.5% | Reduced |
| J.Safra Asset Management Corp | 186 | $41.5K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 184 | $40.9K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 183 | $40.8K | 0.04% | +183 | New |
| Osterweis Capital Management Inc | 181 | $40.3K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 176 | $39.2K | 0.05% | 00.0% | Unchanged |
| Union Savings Bank | 175 | $39.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 172 | $38.3K | 0.00% | −22−11.3% | Reduced |
| Markowski Investments | 172 | $38.3K | 0.01% | +172 | New |
| Aventura Private Wealth, LLC | 171 | $38.2K | 0.01% | +85+98.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 166 | $37.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 166 | $37.0K | 0.02% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 163 | $36.3K | 0.03% | +11+7.2% | Added |
| Cape Investment Advisory, Inc. | 162 | $36.0K | 0.01% | +162 | New |
| Bell Investment Advisors, Inc | 157 | $35.0K | 0.01% | +41+35.3% | Added |
| Golden State Equity Partners | 157 | $35.0K | 0.09% | −3,805−96.0% | Reduced |
| Redwood Park Advisors LLC | 153 | $34.1K | 0.02% | +1+0.7% | Added |
| Financial Management Professionals, Inc. | 152 | $33.9K | 0.00% | +14+10.1% | Added |
| Kennebec Savings Bank | 150 | $33.4K | 0.03% | 00.0% | Unchanged |
| Joseph Group Capital Management | 148 | $33.0K | 0.01% | +29+24.4% | Added |
| Rational Advisors LLC | 145 | $32.3K | 0.00% | −121−45.5% | Reduced |
| Rialto Wealth Management, LLC | 142 | $31.6K | 0.01% | +3+2.2% | Added |
| Alpine Bank Wealth Management | 140 | $31.2K | 0.00% | +140 | New |
| Meeder Asset Management Inc | 139 | $31.0K | 0.00% | +22+18.8% | Added |
| Bogart Wealth, LLC | 137 | $30.6K | 0.00% | −43−23.9% | Reduced |
| Main Street Group, LTD | 137 | $30.5K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 136 | $30.3K | 0.03% | +13+10.6% | Added |
| Cornerstone Planning Group LLC | 128 | $30.3K | 0.00% | +9+7.6% | Added |
| McGuire Capital Advisors Inc | 134 | $29.9K | 0.02% | +28+26.4% | Added |
| Roble, Belko & Company, Inc | 124 | $28.0K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 125 | $27.9K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 123 | $27.4K | 0.02% | +49+66.2% | Added |
| Arlington Trust Co LLC | 122 | $27.2K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 120 | $26.7K | 0.01% | −73−37.8% | Reduced |
| MPWM Advisory Solutions, LLC | 120 | $26.7K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 118 | $26.3K | 0.01% | +118 | New |
| Centennial Bank | 117 | $26.1K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 116 | $25.9K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 115 | $25.6K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 113 | $25.2K | 0.01% | −44−28.0% | Reduced |
| Roxbury Financial LLC | 112 | $25.0K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 113 | $25.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 110 | $24.5K | 0.01% | −312−73.9% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 106 | $24.0K | 0.00% | −45−29.8% | Reduced |
| Kerr Financial Planning Corp | 106 | $23.5K | 0.03% | 00.0% | Unchanged |
| Fairway Wealth LLC | 105 | $23.4K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 102 | $22.7K | 0.01% | −210−67.3% | Reduced |
| Blueline Advisors LLC | 102 | $22.7K | 0.02% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 101 | $22.6K | 0.00% | +2+2.0% | Added |
| Seneschal Advisors, LLC | 100 | $22.3K | 0.02% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 100 | $22.3K | 0.01% | −100−50.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 100 | $22.3K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $22.3K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 100 | $22.3K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 100 | $22.3K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $22.3K | 0.01% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 100 | $22.3K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $22.3K | 0.01% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 100 | $22.3K | 0.01% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 100 | $22.3K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 99 | $22.1K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 98 | $21.8K | 0.01% | +77+366.7% | Added |
| Country Trust Bank | 98 | $21.8K | 0.00% | +20+25.6% | Added |
| Evolution Wealth Management Inc. | 97 | $21.6K | 0.01% | +49+102.1% | Added |
| United Community Bank | 93 | $20.7K | 0.01% | −100−51.8% | Reduced |
| Sunrise Financial Services, LLC | 93 | $20.7K | 0.01% | −14−13.1% | Reduced |
| Greykasell Wealth Strategies, Inc. | 93 | $20.7K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 92 | $20.5K | 0.00% | −22−19.3% | Reduced |
| Bare Financial Services, Inc | 90 | $20.1K | 0.00% | +34+60.7% | Added |
| Cornerstone Financial Management LLC | 90 | $20.1K | 0.02% | +25+38.5% | Added |
| Security National Bank of So Dak | 90 | $20.1K | 0.01% | +90 | New |
| Quest 10 Wealth Builders, Inc. | 87 | $19.4K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 86 | $19.2K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 86 | $19.2K | 0.00% | +25+41.0% | Added |
| Costello Asset Management, INC | 85 | $18.9K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 82 | $18.3K | 0.01% | +82 | New |
| Essential Partners LLC | 82 | $18.3K | 0.01% | −13−13.7% | Reduced |
| Darwin Advisors, LLC | 81 | $18.2K | 0.00% | −210−72.2% | Reduced |
| American Capital Advisory, LLC | 81 | $18.0K | 0.01% | +3+3.8% | Added |
| Tiaa Trust, National Association | 78 | $17.4K | 0.00% | −86−52.4% | Reduced |
| Guinness Asset Management LTD | 78 | $17.4K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 72 | $16.0K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 67 | $15.9K | 0.01% | −70−51.1% | Reduced |
| Ares Financial Consulting, LLC | 71 | $15.8K | 0.01% | 00.0% | Unchanged |
| Guardian Partners Inc. | 68 | $15.2K | 0.00% | +68 | New |
| Elevated Capital Advisors, LLC | 65 | $14.5K | 0.00% | −11−14.5% | Reduced |
| 1248 Management, LLC | 64 | $14.3K | 0.01% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 64 | $14.2K | 0.01% | +1+1.6% | Added |
| Gill Capital Partners, LLC | 61 | $13.6K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 59 | $13.3K | 0.01% | +59 | New |
| Davis Capital Management | 59 | $13.2K | 0.01% | +9+18.0% | Added |