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, 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 | 2,380 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,324 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,206 | $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 |
|---|---|---|---|---|---|
| Accel Wealth Management | 468 | $66.0K | 0.04% | +76+19.4% | Added |
| 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 |
| CVA Family Office, LLC | 455 | $64.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 457 | $64.0K | 0.02% | +457 | New |
| Private Capital Group, LLC | 435 | $61.0K | 0.01% | −31−6.7% | Reduced |
| Sittner & Nelson, LLC | 410 | $58.0K | 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 |
| Cascade Investment Advisors, Inc. | 400 | $56.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 388 | $54.0K | 0.01% | +35+9.9% | Added |
| Trust Co | 381 | $53.0K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 358 | $53.0K | 0.03% | 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 |
| Asset Dedication, LLC | 364 | $51.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 356 | $50.0K | 0.03% | +15+4.4% | Added |
| Heritage Wealth Management, LLC | 350 | $49.0K | 0.02% | +350 | New |
| HBC Financial Services, PLLC | 1,100 | $48.0K | 0.03% | +779+242.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 329 | $46.1K | 0.05% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 322 | $46.0K | 0.03% | +322 | New |
| 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 |
| CNB Bank | 305 | $43.0K | 0.03% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 305 | $43.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| Loomis Sayles & Co L P | 287 | $40.0K | 0.00% | +13+4.7% | Added |
| Castleview Partners, LLC | 284 | $40.0K | 0.02% | +284 | New |
| Pacifica Partners Inc. | 281 | $39.0K | 0.03% | +26+10.2% | Added |
| Evermay Wealth Management LLC | 280 | $39.0K | 0.01% | +280 | New |
| Princeton Global Asset Management LLC | 250 | $35.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 245 | $34.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Laurel Wealth Advisors LLC | 231 | $32.0K | 0.01% | +31+15.5% | Added |
| Webster Bank, N. A. | 220 | $31.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 216 | $30.0K | 0.01% | −85−28.2% | Reduced |
| TD Capital Management LLC | 205 | $29.0K | 0.00% | 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 |
| Twin Lakes Capital Management, LLC | 191 | $27.0K | 0.02% | 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 |
| Raffa Wealth Management, LLC | 168 | $23.5K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 165 | $23.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 158 | $22.0K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 150 | $21.0K | 0.01% | +150 | New |
| JNBA Financial Advisors | 144 | $20.0K | 0.00% | 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 |
| 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 |
| Acadian Asset Management LLC | 111 | $16.0K | 0.00% | −11,933−99.1% | Reduced |
| 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 |
| Proffitt & Goodson Inc | 96 | $13.0K | 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 |
| Archer Investment Corp | 83 | $11.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| SOA Wealth Advisors, LLC. | 70 | $9.00K | 0.00% | +2+2.9% | 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 |
| Atlas Capital Advisors LLC | 55 | $7.71K | 0.00% | +5+10.0% | Added |
| 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 |
| Peoples Financial Services Corp. | 46 | $6.00K | 0.00% | 00.0% | Unchanged |