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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealth Quarterback LLC | 322 | $46.0K | 0.03% | +322 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 329 | $46.1K | 0.05% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 1,100 | $48.0K | 0.03% | +779+242.7% | Added |
| Heritage Wealth Management, LLC | 350 | $49.0K | 0.02% | +350 | New |
| Benjamin Edwards Inc | 356 | $50.0K | 0.03% | +15+4.4% | Added |
| Asset Dedication, LLC | 364 | $51.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 370 | $52.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 370 | $52.0K | 0.03% | 00.0% | Unchanged |
| Trust Co | 381 | $53.0K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 358 | $53.0K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 388 | $54.0K | 0.01% | +35+9.9% | Added |
| Lindbrook Capital, LLC | 396 | $55.0K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 391 | $55.0K | 0.05% | +1+0.3% | Added |
| Motco | 390 | $55.0K | 0.00% | +275+239.1% | Added |
| Cascade Investment Advisors, Inc. | 400 | $56.0K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 409 | $57.0K | 0.02% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 403 | $57.0K | 0.02% | +4+1.0% | Added |
| West Branch Capital LLC | 410 | $57.0K | 0.03% | +410 | New |
| Sittner & Nelson, LLC | 410 | $58.0K | 0.04% | 00.0% | Unchanged |
| Private Capital Group, LLC | 435 | $61.0K | 0.01% | −31−6.7% | Reduced |
| CVA Family Office, LLC | 455 | $64.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 457 | $64.0K | 0.02% | +457 | New |
| Creative Financial Designs Inc | 462 | $65.0K | 0.01% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 466 | $65.0K | 0.01% | +200+75.2% | Added |
| Accel Wealth Management | 468 | $66.0K | 0.04% | +76+19.4% | Added |
| Financial Perspectives, Inc | 500 | $70.1K | 0.03% | −64,010−99.2% | Reduced |
| Stonebridge Capital Advisors LLC | 516 | $72.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 521 | $73.0K | 0.00% | +71+15.8% | Added |
| West Paces Advisors Inc. | 527 | $73.8K | 0.03% | +153+40.9% | Added |
| Red Cedar Capital, LLC | 525 | $74.0K | 0.05% | 00.0% | Unchanged |
| Newfound Research LLC | 539 | $76.0K | 0.15% | −121−18.3% | Reduced |
| American National Bank | 545 | $76.0K | 0.02% | +45+9.0% | Added |
| FinTrust Capital Advisors, LLC | 555 | $78.0K | 0.02% | −213−27.7% | Reduced |
| Jones Financial Companies LLLP | 559 | $78.0K | 0.00% | +388+226.9% | Added |
| BerganKDV Wealth Management, LLC | 562 | $79.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 574 | $80.0K | 0.00% | −49−7.9% | Reduced |
| Atlas Private Wealth Advisors | 569 | $80.0K | 0.04% | +1+0.2% | Added |
| HC Financial Advisors Inc | 579 | $81.0K | 0.05% | 00.0% | Unchanged |
| Financial Insights, Inc. | 590 | $82.7K | 0.07% | +590 | New |
| Bedel Financial Consulting, Inc. | 600 | $84.0K | 0.03% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 610 | $85.0K | 0.05% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 613 | $86.0K | 0.01% | +550+873.0% | Added |
| State of Wyoming | 635 | $89.0K | 0.06% | +635 | New |
| Sugarloaf Wealth Management, LLC | 652 | $91.0K | 0.02% | −40−5.8% | Reduced |
| Optimum Investment Advisors | 650 | $91.0K | 0.03% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 650 | $91.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 653 | $92.0K | 0.07% | +653 | New |
| Ellis Investment Partners, LLC | 686 | $96.0K | 0.02% | +102+17.5% | Added |
| Tradewinds Capital Management, LLC | 700 | $98.0K | 0.02% | +700 | New |
| Global Wealth Management Investment Advisory, Inc. | 707 | $99.0K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 712 | $100.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 719 | $101.0K | 0.02% | −300−29.4% | Reduced |
| Lenox Wealth Advisors, LLC | 736 | $103.0K | 0.01% | +525+248.8% | Added |
| Simon Quick Advisors, LLC | 750 | $105.0K | 0.03% | +300+66.7% | Added |
| First Financial Corp | 779 | $109.0K | 0.07% | 00.0% | Unchanged |
| Valley National Advisers Inc | 790 | $111.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 809 | $113.0K | 0.04% | +3+0.4% | Added |
| Harbor Investment Advisory, LLC | 812 | $114.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 818 | $115.0K | 0.04% | −164−16.7% | Reduced |
| M&R Capital Management Inc | 825 | $115.0K | 0.03% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 824 | $115.0K | 0.08% | +1+0.1% | Added |
| Essex Investment Management Co LLC | 827 | $116.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 825 | $116.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 854 | $120.0K | 0.00% | +825+2,844.8% | Added |
| Atticus Wealth Management, LLC | 871 | $122.0K | 0.05% | +2+0.2% | Added |
| Glassman Wealth Services | 873 | $122.0K | 0.03% | +16+1.9% | Added |
| Sargent Bickham Lagudis LLC | 893 | $125.0K | 0.01% | −410−31.5% | Reduced |
| Gables Capital Management Inc. | 919 | $129.0K | 0.09% | −290−24.0% | Reduced |
| C M Bidwell & Associates Ltd | 931 | $130.0K | 0.09% | +18+2.0% | Added |
| Plante Moran Financial Advisors, LLC | 944 | $132.0K | 0.03% | −281−22.9% | Reduced |
| AllSquare Wealth Management LLC | 945 | $132.0K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 971 | $136.0K | 0.00% | +90+10.2% | Added |
| Thompson Siegel & Walmsley LLC | 1,000 | $140.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,035 | $145.0K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,044 | $146.0K | 0.02% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,079 | $151.0K | 0.02% | +48+4.7% | Added |
| MV Capital Management, Inc. | 1,079 | $151.0K | 0.03% | +552+104.7% | Added |
| Vectors Research Management, LLC | 1,100 | $154.0K | 0.04% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 1,101 | $154.0K | 0.12% | +258+30.6% | Added |
| Concord Wealth Partners | 1,117 | $157.0K | 0.05% | −86−7.1% | Reduced |
| Carolinas Wealth Consulting LLC | 1,126 | $158.0K | 0.03% | −168−13.0% | Reduced |
| Rosenberg Matthew Hamilton | 1,158 | $162.0K | 0.08% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1,179 | $165.0K | 0.01% | −540−31.4% | Reduced |
| Versant Capital Management, Inc | 1,193 | $167.0K | 0.06% | −25−2.1% | Reduced |
| Leelyn Smith, LLC | 1,200 | $168.0K | 0.05% | +3+0.3% | Added |
| Prestige Wealth Management Group LLC | 1,197 | $168.0K | 0.04% | +53+4.6% | Added |
| Sierra Capital LLC | 1,211 | $170.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,234 | $173.0K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,236 | $173.0K | 0.00% | +1,236 | New |
| Global Financial Private Client, LLC | 1,242 | $175.3K | 0.10% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,280 | $179.0K | 0.06% | −4,499−77.9% | Reduced |
| TSFG, LLC | 1,277 | $179.0K | 0.07% | +20+1.6% | Added |
| Gleason Group, Inc. | 1,287 | $180.0K | 0.07% | +5+0.4% | Added |
| Selective Wealth Management, Inc. | 1,295 | $181.0K | 0.14% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,325 | $186.0K | 0.05% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,323 | $186.0K | 0.13% | +12+0.9% | Added |
| Hills Bank & Trust Co | 1,325 | $186.0K | 0.03% | +525+65.6% | Added |
| Ade, LLC | 1,358 | $190.0K | 0.17% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,362 | $191.0K | 0.10% | 00.0% | Unchanged |
| Eukles Asset Management | 1,412 | $198.0K | 0.11% | +1,412 | New |