Waste Management Inc

Exchange: NYSE
Industry: Refuse Systems
SEC CIK: 0000823768

SEC filings (opens in a new tab)

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, Q2 2021

Institutional positions in Waste Management Inc as of Jun 30, 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: 1,526; +45 vs. Q1 2021
Shares held: 317.3M; −47.8K (0.0%) vs. Q1 2021
Total value: $44.4B; +$3.53B (+8.6%) vs. Q1 2021
New holders: 123; 576 more added
Sold out: 78; 546 more reduced

12 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 1,526 institutions

Value heldQ2 2021: $44.4B

Institutions holding WM and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,378	$74.1B
Q1 2026	2,375	$75.7B
Q4 2025	2,325	$72.1B
Q3 2025	2,180	$70.8B
Q2 2025	2,234	$74.6B
Q1 2025	2,207	$75.2B
Q4 2024	2,134	$66.0B
Q3 2024	1,999	$66.7B
Q2 2024	2,007	$69.2B
Q1 2024	1,976	$69.3B
Q4 2023	1,875	$58.4B
Q3 2023	1,751	$49.5B
Q2 2023	1,775	$56.4B
Q1 2023	1,737	$53.7B
Q4 2022	1,741	$51.1B
Q3 2022	1,695	$52.8B
Q2 2022	1,678	$47.7B
Q1 2022	1,665	$49.8B
Q4 2021	1,700	$52.8B
Q3 2021	1,551	$47.1B
Q2 2021	1,526	$44.4B
Q1 2021	1,493	$41.1B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q1 2021.

Institutions holding WM in Q2 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Bellwether Advisors, LLC	7	$0	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	–	$280	0.00%	–	New
PEAK6 Investments LLC	4	$1.00K	0.00%	−1,618−99.8%	Reduced
Transamerica Financial Advisors, Inc.	5	$1.00K	0.02%	−3−37.5%	Reduced
Corbenic Partners LLC	10	$1.00K	0.00%	00.0%	Unchanged
Crescent Capital Consulting, LLC	10	$1.00K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	5	$1.00K	0.00%	00.0%	Unchanged
Activest Wealth Management	3	$1.00K	0.00%	00.0%	Unchanged
Personal Wealth Partners	7	$1.00K	0.00%	+7	New
First National Bank of South Miami	12	$2.00K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	12	$2.00K	0.00%	00.0%	Unchanged
Hoese & Co LLP	12	$2.00K	0.00%	+12	New
ClariVest Asset Management LLC	20	$3.00K	0.00%	00.0%	Unchanged
Copeland Capital Management, LLC	21	$3.00K	0.00%	00.0%	Unchanged
Filbrandt Wealth Management, LLC	24	$3.00K	0.00%	00.0%	Unchanged
Alpha Paradigm Partners, LLC	29	$4.00K	0.00%	−215−88.1%	Reduced
RPG Investment Advisory, LLC	25	$4.00K	0.00%	−25−50.0%	Reduced
Elmwood Wealth Management, Inc.	30	$4.00K	0.00%	00.0%	Unchanged
Joseph P. Lucia & Associates, LLC	31	$4.00K	0.00%	00.0%	Unchanged
Standard Family Office LLC	28	$4.00K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	25	$4.00K	0.00%	00.0%	Unchanged
Perennial Advisors, LLC	26	$4.00K	0.00%	00.0%	Unchanged
USA Financial Portformulas Corp	36	$5.00K	0.00%	−2−5.3%	Reduced
Jackson, Grant Investment Advisers, Inc.	37	$5.00K	0.00%	00.0%	Unchanged
Ten Capital Wealth Advisors, LLC	36	$5.00K	0.00%	+36	New
Peoples Financial Services Corp.	46	$6.00K	0.00%	00.0%	Unchanged
Evolution Wealth Advisors, LLC	53	$7.00K	0.00%	−62−53.9%	Reduced
JFS Wealth Advisors, LLC	53	$7.00K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	51	$7.00K	0.00%	00.0%	Unchanged
Charter Oak Capital Management, LLC	49	$7.00K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	50	$7.00K	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	47	$7.00K	0.00%	+5+11.9%	Added
Capital Directions Investment Advisors, LLC	53	$7.00K	0.00%	+53	New
Atlas Capital Advisors LLC	55	$7.71K	0.00%	+5+10.0%	Added
Prentice Wealth Management LLC	60	$8.00K	0.00%	00.0%	Unchanged
Summit Wealth Group, LLC	55	$8.00K	0.01%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	70	$9.00K	0.00%	+2+2.9%	Added
Kessler Investment Group, LLC	74	$10.0K	0.01%	00.0%	Unchanged
Bogart Wealth, LLC	72	$10.0K	0.00%	00.0%	Unchanged
SRS Capital Advisors, Inc.	72	$10.0K	0.00%	+72	New
Tortoise Investment Management, LLC	81	$11.0K	0.00%	00.0%	Unchanged
Better Money Decisions, LLC	77	$11.0K	0.01%	00.0%	Unchanged
Baldrige Asset Management LLC	82	$11.0K	0.00%	+82	New
Lake Point Wealth Management	77	$11.0K	0.01%	+77	New
Archer Investment Corp	83	$11.6K	0.00%	00.0%	Unchanged
Resolute Partners Group	86	$12.0K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	85	$12.0K	0.00%	+47+123.7%	Added
Proffitt & Goodson Inc	96	$13.0K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	102	$14.0K	0.00%	−10−8.9%	Reduced
Lowe Wealth Advisors, LLC	102	$14.0K	0.01%	00.0%	Unchanged
Private Ocean, LLC	100	$14.0K	0.00%	00.0%	Unchanged
PrairieView Partners, LLC	100	$14.0K	0.00%	00.0%	Unchanged
Rockbridge Investment Management, LCC	98	$14.0K	0.00%	00.0%	Unchanged
Mach-1 Financial Group, Inc.	101	$14.0K	0.01%	+1+1.0%	Added
Sterling Financial Planning, Inc.	98	$14.0K	0.01%	00.0%	Unchanged
Smith Asset Management Group LP	100	$14.0K	0.00%	+100	New
Cutler Group LP	100	$14.0K	0.00%	+100	New
Acadian Asset Management LLC	111	$16.0K	0.00%	−11,933−99.1%	Reduced
Endurance Wealth Management, Inc.	125	$17.0K	0.00%	00.0%	Unchanged
D'Orazio & Associates, Inc.	121	$17.0K	0.00%	00.0%	Unchanged
Avion Wealth	120	$17.0K	0.01%	00.0%	Unchanged
Tarbox Family Office, Inc.	132	$18.0K	0.00%	−5−3.6%	Reduced
Country Trust Bank	129	$18.0K	0.00%	00.0%	Unchanged
Albion Financial Group	126	$18.0K	0.00%	+126	New
JNBA Financial Advisors	144	$20.0K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	150	$21.0K	0.01%	+150	New
McClarren Financial Advisors, Inc.	158	$22.0K	0.02%	00.0%	Unchanged
Crewe Advisors LLC	165	$23.0K	0.01%	00.0%	Unchanged
Raffa Wealth Management, LLC	168	$23.5K	0.01%	00.0%	Unchanged
Mizuho Securities Co. Ltd.	181	$25.0K	0.00%	+181	New
Parisi Gray Wealth Management	180	$25.0K	0.01%	+180	New
Twin Lakes Capital Management, LLC	191	$27.0K	0.02%	00.0%	Unchanged
Duncker Streett & Co Inc	200	$28.0K	0.01%	00.0%	Unchanged
Earnest Partners LLC	200	$28.0K	0.00%	00.0%	Unchanged
Paradigm, Strategies in Wealth Management, LLC	200	$28.0K	0.03%	00.0%	Unchanged
KB Financial Partners, LLC	202	$28.0K	0.01%	00.0%	Unchanged
TD Capital Management LLC	205	$29.0K	0.00%	00.0%	Unchanged
Perkins Coie Trust Co	216	$30.0K	0.01%	−85−28.2%	Reduced
Webster Bank, N. A.	220	$31.0K	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	231	$32.0K	0.01%	+31+15.5%	Added
Annapolis Financial Services, LLC	232	$33.0K	0.01%	−10−4.1%	Reduced
IAG Wealth Partners, LLC	235	$33.0K	0.01%	+10+4.4%	Added
Westside Investment Management, Inc.	241	$33.0K	0.00%	+61+33.9%	Added
Godsey & Gibb Associates	237	$33.0K	0.02%	+237	New
Montag A & Associates Inc	245	$34.0K	0.00%	00.0%	Unchanged
Princeton Global Asset Management LLC	250	$35.0K	0.01%	00.0%	Unchanged
Pacifica Partners Inc.	281	$39.0K	0.03%	+26+10.2%	Added
Evermay Wealth Management LLC	280	$39.0K	0.01%	+280	New
Loomis Sayles & Co L P	287	$40.0K	0.00%	+13+4.7%	Added
Castleview Partners, LLC	284	$40.0K	0.02%	+284	New
Larson Financial Group LLC	289	$41.0K	0.01%	−9−3.0%	Reduced
WD Rutherford LLC	293	$41.0K	0.02%	00.0%	Unchanged
Lee Financial Co	294	$41.0K	0.01%	+175+147.1%	Added
Holloway Wealth Management, LLC	–	$42.0K	0.01%	–	–
Piscataqua Savings Bank	300	$42.0K	0.04%	00.0%	Unchanged
Gemmer Asset Management LLC	297	$42.0K	0.01%	00.0%	Unchanged
CNB Bank	305	$43.0K	0.03%	00.0%	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	305	$43.0K	0.03%	00.0%	Unchanged
Pin Oak Investment Advisors Inc	324	$45.0K	0.05%	00.0%	Unchanged
Security National Trust Co	323	$45.0K	0.01%	+23+7.7%	Added