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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; 2,380 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: 2,206 institutionsQ2 2025: 2,234 institutionsQ3 2025: 2,180 institutionsQ4 2025: 2,324 institutionsQ1 2026: 2,375 institutionsQ2 2026: 2,380 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 20262,380$74.1B
Q1 20262,375$75.7B
Q4 20252,324$72.1B
Q3 20252,180$70.8B
Q2 20252,234$74.6B
Q1 20252,206$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
RWM Asset Management, LLC275$35.0K0.01%––
Pacifica Partners Inc.255$33.0K0.03%––
Montag A & Associates Inc245$32.0K0.00%––
Princeton Global Asset Management LLC250$32.0K0.01%––
Alpha Paradigm Partners, LLC244$31.0K0.01%––
Annapolis Financial Services, LLC242$31.0K0.01%––
Sun Life Financial INC231$30.0K0.00%––
IAG Wealth Partners, LLC225$30.0K0.01%––
TCI Wealth Advisors, Inc.221$29.0K0.01%––
Webster Bank, N. A.220$28.0K0.00%––
Lenox Wealth Advisors, LLC211$27.0K0.00%––
Duncker Streett & Co Inc200$26.0K0.00%––
Earnest Partners LLC200$26.0K0.00%––
TD Capital Management LLC205$26.0K0.00%––
Laurel Wealth Advisors LLC200$26.0K0.01%––
Fiduciary Planning LLC200$26.0K0.04%––
Seven Springs Wealth Group, LLC200$26.0K0.01%––
Paradigm, Strategies in Wealth Management, LLC200$26.0K0.03%––
KB Financial Partners, LLC202$26.0K0.01%––
Alpha DNA Investment Management LLC199$25.0K0.03%––
Twin Lakes Capital Management, LLC191$25.0K0.02%––
Allred Capital Management, LLC185$23.9K0.01%––
Westside Investment Management, Inc.180$23.0K0.00%––
Jones Financial Companies LLLP171$22.0K0.00%––
Raffa Wealth Management, LLC168$21.7K0.01%––
Crewe Advisors LLC165$21.0K0.01%––
McClarren Financial Advisors, Inc.158$20.0K0.02%––
Cowa, LLC150$20.0K0.01%––
JNBA Financial Advisors144$19.0K0.00%––
CSat Investment Advisory, L.P.137$18.0K0.02%––
Rock Creek Group, LP140$18.0K0.00%––
Tarbox Family Office, Inc.137$18.0K0.00%––
Country Trust Bank129$17.0K0.00%––
Endurance Wealth Management, Inc.125$16.0K0.00%––
D'Orazio & Associates, Inc.121$16.0K0.00%––
Motco115$15.0K0.00%––
Lee Financial Co119$15.0K0.00%––
Evolution Wealth Advisors, LLC115$15.0K0.00%––
Human Investing LLC113$15.0K0.00%––
Avion Wealth120$15.0K0.01%––
Focused Wealth Management, Inc112$14.0K0.00%––
Lowe Wealth Advisors, LLC102$13.0K0.01%––
Private Ocean, LLC100$13.0K0.00%––
PrairieView Partners, LLC100$13.0K0.00%––
Atlas Private Wealth Management100$13.0K0.01%––
Rockbridge Investment Management, LCC98$13.0K0.00%––
Mach-1 Financial Group, Inc.100$13.0K0.01%––
Sterling Financial Planning, Inc.98$13.0K0.01%––
Proffitt & Goodson Inc96$12.0K0.00%––
Archer Investment Corp83$10.7K0.00%––
Kessler Investment Group, LLC74$10.0K0.01%––
Tortoise Investment Management, LLC81$10.0K0.00%––
Better Money Decisions, LLC77$10.0K0.01%––
Black Swift Group, LLC67$9.00K0.00%––
Bogart Wealth, LLC72$9.00K0.00%––
Total Clarity Wealth Management, Inc.70$9.00K0.01%––
Baystate Wealth Management LLC63$8.00K0.00%––
Resolute Partners Group86$8.00K0.00%––
SOA Wealth Advisors, LLC.68$8.00K0.00%––
Prentice Wealth Management LLC60$8.00K0.00%––
JFS Wealth Advisors, LLC53$7.00K0.00%––
Regal Wealth Group, Inc.52$7.00K0.00%––
Summit Wealth Group, LLC55$7.00K0.01%––
Sound Income Strategies, LLC51$6.58K0.00%––
Atlas Capital Advisors LLC50$6.45K0.00%––
Peoples Financial Services Corp.46$6.00K0.00%––
RPG Investment Advisory, LLC50$6.00K0.00%––
Charter Oak Capital Management, LLC49$6.00K0.00%––
Iron Horse Wealth Management, LLC50$6.00K0.00%––
Financial Management Professionals, Inc.38$5.00K0.00%––
USA Financial Portformulas Corp38$5.00K0.00%––
Jackson, Grant Investment Advisers, Inc.37$5.00K0.00%––
Pacific Center for Financial Services42$5.00K0.00%––
Elmwood Wealth Management, Inc.30$4.00K0.00%––
Joseph P. Lucia & Associates, LLC31$4.00K0.00%––
Standard Family Office LLC28$4.00K0.00%––
ClariVest Asset Management LLC20$3.00K0.00%––
TD Ameritrade Investment Management, LLC29$3.00K0.00%––
Copeland Capital Management, LLC21$3.00K0.00%––
Cranbrook Wealth Management, LLC25$3.00K0.00%––
Perennial Advisors, LLC26$3.00K0.00%––
Filbrandt Wealth Management, LLC24$3.00K0.00%––
Globeflex Capital L P14$2.00K0.00%––
First National Bank of South Miami12$2.00K0.00%––
HighMark Wealth Management LLC12$2.00K0.00%––
Transamerica Financial Advisors, Inc.8$1.00K0.02%––
Corbenic Partners LLC10$1.00K0.00%––
Crescent Capital Consulting, LLC10$1.00K0.00%––
Aspire Private Capital, LLC5$1.00K0.00%––
Activest Wealth Management3$1.00K0.00%––
Financial Perspectives, Inc64,510$5000.02%––
HHM Wealth Advisors, LLC2$00.00%––
Bellwether Advisors, LLC7$00.00%––