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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; 2,378 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, Q1 2021

Institutional positions in Waste Management Inc as of Mar 31, 2021. 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
1,493
No complete 13F data for Q4 2020
Shares held
319.4M
No complete 13F data for Q4 2020
Total value
$41.1B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,493 institutions
Q1 2021: 1,493 institutionsQ2 2021: 1,526 institutionsQ3 2021: 1,551 institutionsQ4 2021: 1,700 institutionsQ1 2022: 1,665 institutionsQ2 2022: 1,678 institutionsQ3 2022: 1,695 institutionsQ4 2022: 1,741 institutionsQ1 2023: 1,737 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,751 institutionsQ4 2023: 1,875 institutionsQ1 2024: 1,976 institutionsQ2 2024: 2,007 institutionsQ3 2024: 1,999 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,234 institutionsQ3 2025: 2,180 institutionsQ4 2025: 2,325 institutionsQ1 2026: 2,375 institutionsQ2 2026: 2,378 institutions
Value heldQ1 2021: $41.1B
Q1 2021: $41.1BQ2 2021: $44.4BQ3 2021: $47.1BQ4 2021: $52.8BQ1 2022: $49.8BQ2 2022: $47.7BQ3 2022: $52.8BQ4 2022: $51.1BQ1 2023: $53.7BQ2 2023: $56.4BQ3 2023: $49.5BQ4 2023: $58.4BQ1 2024: $69.3BQ2 2024: $69.2BQ3 2024: $66.7BQ4 2024: $66.0BQ1 2025: $75.2BQ2 2025: $74.6BQ3 2025: $70.8BQ4 2025: $72.1BQ1 2026: $75.7BQ2 2026: $74.1B
Institutions holding WM and their total value by quarter
QuarterHoldersValue
Q2 20262,378$74.1B
Q1 20262,375$75.7B
Q4 20252,325$72.1B
Q3 20252,180$70.8B
Q2 20252,234$74.6B
Q1 20252,207$75.2B
Q4 20242,134$66.0B
Q3 20241,999$66.7B
Q2 20242,007$69.2B
Q1 20241,976$69.3B
Q4 20231,875$58.4B
Q3 20231,751$49.5B
Q2 20231,775$56.4B
Q1 20231,737$53.7B
Q4 20221,741$51.1B
Q3 20221,695$52.8B
Q2 20221,678$47.7B
Q1 20221,665$49.8B
Q4 20211,700$52.8B
Q3 20211,551$47.1B
Q2 20211,526$44.4B
Q1 20211,493$41.1B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Waste Management Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WM in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Citizens Business Bank2,626$339.0K0.05%––
First National Bank of Mount Dora, Trust Investment Services2,640$341.0K0.12%––
Ieq Capital, LLC2,642$341.0K0.01%––
First Nebraska Trust Co2,645$341.3K0.05%––
Heritage Investors Management Corp2,650$342.0K0.02%––
Jupiter Wealth Management LLC2,500$342.0K0.17%––
Hohimer Wealth Management, LLC2,650$342.0K0.08%––
Symphony Financial, Ltd. Co.2,609$343.0K0.09%––
Tokio Marine Asset Management Co Ltd2,670$344.0K0.04%––
Gs Investments, Inc.2,675$345.0K0.76%––
WESPAC Advisors, LLC2,689$347.0K0.26%––
Values First Advisors, Inc.2,692$347.0K0.26%––
Laurel Wealth Advisors, Inc.2,697$348.0K0.05%––
Court Place Advisors, LLC2,703$349.0K0.11%––
Joel Isaacson & Co., LLC2,704$349.0K0.03%––
Powell Investment Advisors, LLC2,719$351.0K0.23%––
Oakworth Capital, Inc.2,738$353.0K0.04%––
Zions Bancorporation, N.A.2,749$355.0K0.04%––
KWB Wealth2,750$355.0K0.07%––
Mitchell McLeod Pugh & Williams Inc2,765$357.0K0.15%––
Knights of Columbus Asset Advisors LLC2,769$357.0K0.03%––
Walter & Keenan Financial Consulting Co2,778$358.0K0.13%––
Barings LLC2,783$359.0K0.01%––
Nwam LLC2,779$359.0K0.04%––
Geneos Wealth Management Inc.2,602$359.0K0.01%––
Clarius Group, LLC2,790$360.0K0.04%––
Csenge Advisory Group2,672$360.0K0.04%––
Verdence Capital Advisors LLC2,812$363.0K0.06%––
Tennessee Valley Asset Management Partners2,814$363.0K0.09%––
Farmers & Merchants Trust Co of Chambersburg PA2,818$364.0K0.27%––
Bluefin Capital Management, LLC2,835$366.0K0.02%––
Doyle Wealth Management2,838$366.0K0.04%––
First National Bank of Hutchinson2,846$367.0K0.18%––
Altium Wealth Management LLC2,853$368.0K0.03%––
Fiera Capital Corp2,860$369.0K0.00%––
Valeo Financial Advisors, LLC2,873$371.0K0.02%––
Advisors Capital Management, LLC2,892$373.0K0.01%––
Intrua Financial, LLC2,761$373.0K0.09%––
Brown Advisory Securities, LLC2,907$375.0K0.06%––
MCF Advisors LLC2,909$375.0K0.04%––
Summit Financial Wealth Advisors, LLC3,184$375.0K0.10%––
Psagot Investment House Ltd.2,928$378.0K0.01%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2,938$379.0K0.14%––
Wealth Alliance2,956$381.0K0.11%––
Quantitative Value Technologies, LLC2,948$381.0K0.82%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,965$383.0K0.00%––
Bank of Stockton2,973$383.0K0.13%––
CMG Global Holdings, LLC2,990$386.0K0.33%––
Colonial River Wealth Management, LLC2,995$386.0K0.31%––
Rbo & Co LLC3,000$387.0K0.07%––
Busey Wealth Management3,001$387.0K0.02%––
RMB Capital Management, LLC3,009$388.0K0.01%––
Teamwork Financial Advisors, LLC3,008$388.0K0.09%––
Old Second National Bank of Aurora3,066$395.0K0.11%––
Steel Peak Wealth Management LLC3,059$395.0K0.03%––
Pathstone Family Office, LLC3,069$396.0K0.01%––
MidWestOne Financial Group, Inc.3,080$397.0K0.10%––
Boston Research & Management Inc3,090$398.0K0.13%––
Ellevest, Inc.3,093$399.0K0.05%––
Shepherd Financial Partners LLC3,090$399.0K0.09%––
Orion Portfolio Solutions, LLC3,098$400.0K0.02%––
Toroso Investments, LLC3,108$401.0K0.02%––
Sawyer & Company, Inc3,105$401.0K0.20%––
Cary Street Partners Asset Management LLC41,556$406.0K0.10%––
GeoWealth Management, LLC3,151$407.0K0.06%––
Strategic Wealth Partners, Ltd.3,158$407.0K0.16%––
Eldridge Investment Advisors, Inc.3,170$409.0K0.16%––
Clearview Wealth Advisors LLC3,167$409.0K0.27%––
Bessemer Securities LLC3,175$410.0K0.17%––
Choate Investment Advisors3,176$410.0K0.03%––
Perpetual Investment Management Ltd3,189$410.0K0.07%––
Moneta Group Investment Advisors LLC3,186$411.0K0.02%––
Adell Harriman & Carpenter Inc3,200$412.9K0.05%––
Meyer Handelman Co3,200$413.0K0.02%––
Country Club Trust Company, n.a.3,195$413.0K0.04%––
Graypoint LLC3,201$413.0K0.06%––
Brewin Dolphin Ltd3,208$413.9K0.02%––
Northwest Investment Counselors, LLC3,210$414.0K0.12%––
Hyman Charles D3,229$417.0K0.03%––
Douglas Lane & Associates, LLC3,235$417.0K0.01%––
Shoker Investment Counsel, Inc.3,262$420.0K0.22%––
Fortis Capital Management LLC3,312$427.0K0.25%––
Ifrah Financial Services, Inc.3,326$429.0K0.13%––
Alphasimplex Group, LLC3,342$431.0K0.18%––
Avidian Wealth Solutions, LLC3,344$431.0K0.04%––
W.G. Shaheen & Associates DBA Whitney & Co3,405$439.0K0.08%––
MONECO Advisors, LLC3,410$440.0K0.21%––
9258 Wealth Management, LLC3,419$441.0K0.13%––
Edge Capital Group, LLC3,449$445.0K0.04%––
Burney Co3,490$450.0K0.02%––
Boston Financial Mangement LLC3,496$451.0K0.02%––
Coldstream Capital Management Inc3,504$452.0K0.03%––
McDaniel Terry & Co3,500$452.0K0.06%––
San Francisco Sentry Investment Group (Ca)3,499$452.0K0.19%––
Dividend Assets Capital, LLC3,509$453.0K0.09%––
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,510$453.0K0.04%––
Jag Capital Management, LLC3,530$455.0K0.04%––
J. W. Coons Advisors, LLC3,550$458.0K0.16%––
Atlantic Trust, LLC3,550$458.0K0.34%––
Successful Portfolios LLC3,563$460.0K0.30%––