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Waste Management, Inc.

WM Industrials
$231.24 $-2.59 (-1.11%)
Market Cap: $93.27 B
Gurus Holding
12
Popularity Rank
#266
% of Shares Held
7.92%
Net Activity (Q4 2025)
+$97.7 M

Guru Ownership Trend

Guru Analysis for Waste Management, Inc. (WM)

Waste Management, Inc. (WM), a key player in the Industrials sector, continues to attract institutional attention.

As of Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $7.39 B.

Top institutional holders include Bill Gates and Diamond Hill Capital.

Notably, Bill Gates has expressed high conviction in this stock, allocating 17.98% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $97.7 M net inflow during the quarter.

Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Mairs and Power reduced exposure by 4.8%.

Key Holders

Top 5 by Value

$6.36 B
$99.55 M
$29.4 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$137.7 M
Total Buy Value
New Buys 2
Additions 6
-$40.01 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
8

FAQs for Waste Management, Inc. (WM)

Major holders include Bill Gates ($6.36 B), Diamond Hill Capital ($510.55 M), Cliff Asness ($99.55 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 31.95 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $97.7 M, with 8 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited WM. The total reported sell value was $40.01 M.

Yes, 2 managers opened new positions in WM, and 6 increased their existing holdings. The total reported buy value was $137.7 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
17.98% 28,934,344 $6.36 B Q4 2025
2.62% Add 23.5% 2,323,764 $510.55 M Q4 2025
0.05% Add 35.6% 453,082 $99.55 M Q4 2025
0.28% Add 1.0% 133,828 $29.4 M Q4 2025
0.15% New Buy 47,124 $10.35 M Q4 2025
0.03% Add 50.9% 38,693 $8.5 M Q4 2025
0.00% Add 21.4% 10,911 $2.4 M Q4 2025
0.06% Add 52.0% 2,925 $642,625 Q4 2025
0.00% New Buy 1,624 $356,809 Q4 2025
0.05% 1,480 $325,171 Q4 2025
0.00% Reduce -4.8% 1,000 $219,710 Q4 2025
0.00% 73 $16,039 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form