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Waste Management, Inc.

WM Industrials
$214.6 $-1.25 (-0.58%)
Market Cap: $86.18 B
Gurus Holding
12
Popularity Rank
#227
% of Shares Held
7.54%
Net Activity (Q1 2026)
-$386.51 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 Q1 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $6.49 B.

Top institutional holders include Bill Gates and Diamond Hill Capital.

Notably, Bill Gates has expressed high conviction in this stock, allocating 20.06% of their equity portfolio to it.

Institutional sentiment is currently Bearish. This is evidenced by a $386.51 M net outflow during the quarter.

Recent activity highlights Mairs and Power who dramatically increased their stake. Conversely, Diamond Hill Capital reduced exposure by 32.1%.

Key Holders

Top 5 by Value

$6.35 B
$98.56 M
$91.51 M
$29.1 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$99.28 M
Total Buy Value
New Buys 1
Additions 3
-$485.79 M
Total Sell Value
Reductions 6
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
7
Net Buyers
4

FAQs for Waste Management, Inc. (WM)

Major holders include Bill Gates ($6.35 B), Diamond Hill Capital ($362.86 M), Cliff Asness ($98.56 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 30.26 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $386.51 M, with 4 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited WM. The total reported sell value was $485.79 M.

Yes, 1 managers opened new positions in WM, and 3 increased their existing holdings. The total reported buy value was $99.28 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
20.06% Reduce -4.5% 27,642,344 $6.35 B Q1 2026
2.27% Reduce -32.1% 1,579,088 $362.86 M Q1 2026
0.05% Reduce -4.9% 430,762 $98.56 M Q1 2026
0.94% Add 39724.0% 398,240 $91.51 M Q1 2026
0.29% Reduce -5.4% 126,645 $29.1 M Q1 2026
0.03% Reduce -4.4% 37,009 $8.5 M Q1 2026
0.01% New Buy 26,700 $6.14 M Q1 2026
0.02% Add 498.0% 9,711 $2.23 M Q1 2026
0.00% Reduce -11.4% 9,663 $2.22 M Q1 2026
0.07% 2,925 $672,131 Q1 2026
0.05% 1,480 $340,089 Q1 2026
0.00% Add 27.4% 93 $21,386 Q1 2026
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