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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; 2,379 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, 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: 2,379 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 20262,379$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
Strategic Wealth Management Group, LLC3,566$460.0K0.18%––
Clare Market Investments LLC3,568$460.4K0.17%––
ETF Managers Group, LLC3,569$461.0K0.01%––
Lakeview Capital Partners, LLC3,578$462.0K0.20%––
CAPROCK Group, Inc.3,586$463.0K0.05%––
V Wealth Advisors LLC3,601$465.0K0.09%––
Meeder Asset Management Inc3,611$466.0K0.02%––
Fulton Bank, N.A.3,641$470.0K0.02%––
Empirical Finance, LLC3,982$470.0K0.08%––
Insight Advisors, LLC3,373$470.0K0.15%––
Krane Funds Advisors LLC3,660$472.0K0.02%––
Smith, Moore & Co.3,665$473.0K0.08%––
Miracle Mile Advisors, LLC3,671$474.0K0.03%––
Linscomb & Williams, Inc.3,698$477.0K0.03%––
Ipswich Investment Management Co., Inc.3,700$477.0K0.13%––
King Wealth3,722$480.0K0.11%––
Wesbanco Bank Inc3,740$482.0K0.02%––
Johnson Financial Group, Inc.3,740$482.0K0.03%––
Biltmore Family Office, LLC3,744$483.0K0.15%––
Mark Stevens3,749$484.0K0.06%––
Illinois Municipal Retirement Fund3,777$487.0K0.02%––
Bluesphere Advisors, LLC3,807$491.0K0.44%––
Stokes Family Office, LLC3,818$493.0K0.08%––
Wealth Management Partners, LLC3,730$494.0K0.37%––
Stonnington Group, LLC3,604$498.0K0.12%––
Geneva Partners, LLC3,870$499.0K0.26%––
Wolverine Asset Management LLC3,876$500.0K0.01%––
Thomasville National Bank5,403$500.0K0.09%––
Aurora Private Wealth, Inc.3,890$502.0K0.21%––
Alliance Wealth Advisors, LLC3,890$502.0K0.50%––
Cim Investment Mangement Inc3,899$503.0K0.16%––
EP Wealth Advisors, LLC3,895$503.0K0.02%––
Notis-McConarty Edward3,900$503.0K0.20%––
Nachman Norwood & Parrott, Inc3,910$504.0K0.06%––
ARGI Investment Services, LLC3,923$506.0K0.02%––
Archford Capital Strategies, LLC3,763$506.0K0.13%––
Fayez Sarofim & Co3,946$509.0K0.00%––
AlphaCrest Capital Management LLC3,943$509.0K0.03%––
GW Henssler & Associates Ltd3,953$510.0K0.04%––
Ridgewood Investments LLC3,958$511.0K0.31%––
Hilltop Holdings Inc.4,012$517.0K0.07%––
Prospera Financial Services Inc4,002$517.0K0.03%––
Fulcrum Asset Management LLP–$518.0K0.33%––
Fisher Asset Management, LLC4,029$520.0K0.00%––
Brighton Jones LLC4,043$522.0K0.03%––
Montecito Bank & Trust4,055$523.0K0.11%––
Exchange Traded Concepts, LLC4,085$527.0K0.02%––
Founders Financial Securities LLC4,113$531.0K0.12%––
RSM US Wealth Management LLC4,142$534.0K0.03%––
Founders Financial Alliance, LLC4,156$538.0K0.26%––
Hallmark Capital Management Inc4,174$539.0K0.05%––
Cypress Asset Management Inc4,215$544.0K0.15%––
MAI Capital Management4,224$545.0K0.01%––
Bayesian Capital Management, LP4,236$547.0K0.13%––
Mission Wealth Management, LP4,240$547.0K0.03%––
Appleton Partners Inc4,245$548.0K0.05%––
Silvercrest Asset Management Group LLC4,294$554.0K0.00%––
Aptus Capital Advisors, LLC4,300$555.0K0.03%––
Moloney Securities Asset Management, LLC4,302$555.0K0.11%––
Chicago Trust Co NA4,310$556.0K0.19%––
Avantax Planning Partners, Inc.4,315$557.0K0.03%––
Mount Yale Investment Advisors, LLC4,324$558.0K0.07%––
First Hawaiian Bank4,346$561.0K0.02%––
J.W. Cole Advisors, Inc.4,346$561.0K0.05%––
Summit Wealth & Retirement Planning, Inc.4,350$561.0K0.21%––
Fort Washington Investment Advisors Inc4,442$573.0K0.01%––
Nikulski Financial, Inc.4,466$576.0K0.30%––
Bank of Nova Scotia Trust Co4,475$577.0K0.06%––
Jeppson Wealth Management, LLC4,486$578.0K0.34%––
Truvestments Capital LLC4,489$579.0K0.33%––
Alethea Capital Management, LLC4,500$581.0K0.35%––
JT Stratford LLC4,504$581.0K0.20%––
HMS Capital Management, LLC4,522$583.0K0.31%––
Terry L. Blaker4,537$585.0K0.04%––
Perritt Capital Management Inc4,568$589.0K0.32%––
Navalign, LLC4,566$589.0K0.26%––
Bangor Savings Bank4,573$590.0K0.07%––
SL Advisors, LLC4,575$590.0K1.78%––
Trustcore Financial Services, LLC4,570$590.0K0.07%––
Valmark Advisers, Inc.4,633$598.0K0.01%––
Bryn Mawr Trust Co4,644$599.0K0.02%––
WealthTrust Axiom LLC4,658$600.0K0.20%––
Aberdeen Wealth Management LLC4,655$601.0K0.48%––
Signaturefd, LLC4,669$602.0K0.03%––
Stony Point Wealth Management Inc.4,664$602.0K0.43%––
South State Corp.4,698$606.0K0.06%––
Stadion Money Management, LLC4,719$609.0K0.03%––
Usca Ria LLC4,744$612.0K0.04%––
M Holdings Securities, Inc.4,772$616.0K0.06%––
Proequities, Inc.4,780$617.0K0.04%––
Tdam USA Inc.4,780$617.0K0.04%––
Madison Asset Management, LLC4,795$619.0K0.01%––
Cresset Asset Management, LLC4,809$621.0K0.01%––
Norris Perne & French LLP4,835$624.0K0.06%––
Chesapeake Wealth Management4,882$630.0K0.21%––
VeraBank, N.A.4,900$632.0K0.41%––
Conning Inc.4,930$636.0K0.02%––
Glenview State Bank Trust Dept.4,938$637.0K0.21%––
Cobblestone Capital Advisors LLC4,944$638.0K0.05%––
Barbara Oil Co.5,000$645.0K0.31%––