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, 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 | 2,379 | $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 |
|---|---|---|---|---|---|
| Regentatlantic Capital LLC | 9,613 | $1.35M | 0.04% | +1,968+25.7% | Added |
| Becker Capital Management Inc | 9,609 | $1.35M | 0.06% | +31+0.3% | Added |
| Columbia Asset Management | 9,499 | $1.33M | 0.30% | −440−4.4% | Reduced |
| McRae Capital Management Inc | 9,468 | $1.33M | 0.30% | +94+1.0% | Added |
| Meridian Wealth Management, LLC | 9,412 | $1.32M | 0.17% | −29−0.3% | Reduced |
| Roanoke Asset Management Corp | 9,381 | $1.31M | 0.46% | +630+7.2% | Added |
| Mason Investment Advisory Services, Inc. | 9,368 | $1.31M | 0.13% | −2,735−22.6% | Reduced |
| Cohen Klingenstein LLC | 9,300 | $1.30M | 0.06% | 00.0% | Unchanged |
| FORA Capital, LLC | 9,302 | $1.30M | 0.24% | +9,302 | New |
| Alaethes Wealth LLC | 9,294 | $1.30M | 1.00% | +327+3.6% | Added |
| JustInvest LLC | 9,229 | $1.29M | 0.14% | −95−1.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,218 | $1.29M | 0.03% | +2,665+40.7% | Added |
| Kovack Advisors, Inc. | 9,209 | $1.29M | 0.15% | +239+2.7% | Added |
| Mengis Capital Management, Inc. | 9,205 | $1.29M | 0.27% | −61−0.7% | Reduced |
| Spectrum Management Group, LLC | 9,175 | $1.29M | 0.23% | +21+0.2% | Added |
| Arden Trust Co | 9,168 | $1.28M | 0.21% | +1,138+14.2% | Added |
| Canton Hathaway, LLC | 9,100 | $1.27M | 0.37% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 9,028 | $1.26M | 2.10% | −60−0.7% | Reduced |
| Cresset Asset Management, LLC | 9,018 | $1.26M | 0.02% | +4,209+87.5% | Added |
| Naples Global Advisors, LLC | 8,979 | $1.26M | 0.17% | −60−0.7% | Reduced |
| First Mercantile Trust Co | 8,955 | $1.25M | 0.15% | −1,307−12.7% | Reduced |
| Pegasus Partners Ltd. | 8,957 | $1.25M | 0.24% | −1,080−10.8% | Reduced |
| Northstar Investment Advisors LLC | 8,459 | $1.25M | 0.17% | +10.0% | Added |
| FourThought Financial, LLC | 8,945 | $1.25M | 0.17% | −2,014−18.4% | Reduced |
| RB Capital Management, LLC | 8,940 | $1.25M | 0.48% | +129+1.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,933 | $1.25M | 0.07% | +2,600+41.1% | Added |
| Rafferty Asset Management, LLC | 8,908 | $1.25M | 0.01% | +1,209+15.7% | Added |
| Parallel Advisors, LLC | 8,895 | $1.25M | 0.05% | +454+5.4% | Added |
| YorkBridge Wealth Partners, LLC | 8,802 | $1.23M | 0.32% | +201+2.3% | Added |
| Marino, Stram & Associates LLC | 8,802 | $1.23M | 0.32% | +8,802 | New |
| Accretive Wealth Partners, LLC | 8,731 | $1.22M | 0.88% | +958+12.3% | Added |
| Assetmark, Inc | 8,715 | $1.22M | 0.01% | −2,048−19.0% | Reduced |
| Oppenheimer Asset Management Inc. | 8,706 | $1.22M | 0.02% | +29+0.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 8,687 | $1.22M | 0.06% | −535−5.8% | Reduced |
| FRG Family Wealth Advisors LLC | 8,664 | $1.21M | 0.23% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,662 | $1.21M | 0.03% | +4,767+122.4% | Added |
| Nwam LLC | 8,652 | $1.21M | 0.11% | +5,873+211.3% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 8,615 | $1.21M | 0.89% | +261+3.1% | Added |
| Capital Investment Advisory Services, LLC | 8,465 | $1.19M | 0.15% | +127+1.5% | Added |
| Oxbow Advisors, LLC | 8,448 | $1.18M | 0.12% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 7,999 | $1.17M | 0.09% | −40−0.5% | Reduced |
| Private Trust Co NA | 8,317 | $1.17M | 0.18% | +191+2.4% | Added |
| Northwest Bancshares, Inc. | 8,291 | $1.16M | 0.26% | −100−1.2% | Reduced |
| Johanson Financial Advisors, Inc. | 7,994 | $1.16M | 0.39% | +198+2.5% | Added |
| Sterling Investment Management, Inc. | 8,287 | $1.16M | 0.76% | +383+4.8% | Added |
| Fieldpoint Private Securities, LLC | 7,864 | $1.16M | 0.25% | −360−4.4% | Reduced |
| Amica Retiree Medical Trust | 8,235 | $1.15M | 0.73% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 8,200 | $1.15M | 0.41% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 8,196 | $1.15M | 0.25% | −980−10.7% | Reduced |
| Great Valley Advisor Group, Inc. | 8,297 | $1.15M | 0.08% | +7+0.1% | Added |
| Kingsview Wealth Management, LLC | 8,098 | $1.14M | 0.06% | +176+2.2% | Added |
| Aspen Investment Management Inc | 8,132 | $1.14M | 0.60% | −25−0.3% | Reduced |
| JBJ Investment Partners, LLC | 8,095 | $1.13M | 0.23% | −798−9.0% | Reduced |
| Garrison Point Advisors, LLC | 8,070 | $1.13M | 0.82% | +100+1.3% | Added |
| D. E. Shaw & Co., Inc. | 8,063 | $1.13M | 0.00% | −27,018−77.0% | Reduced |
| WT Wealth Management | 8,059 | $1.13M | 0.46% | +8,059 | New |
| Rational Advisors LLC | 8,038 | $1.13M | 0.13% | +8,038 | New |
| Mountain Capital Investment Advisors, Inc | 7,901 | $1.12M | 0.52% | −758−8.8% | Reduced |
| United Capital Management of KS, Inc. | 8,018 | $1.12M | 0.46% | +504+6.7% | Added |
| NVWM, LLC | 7,993 | $1.12M | 0.40% | −1,322−14.2% | Reduced |
| Institute for Wealth Management, LLC. | 7,995 | $1.12M | 0.20% | −430−5.1% | Reduced |
| Griffin Asset Management, Inc. | 7,980 | $1.12M | 0.13% | +50+0.6% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 7,975 | $1.12M | 0.19% | +7,975 | New |
| Cliftonlarsonallen Wealth Advisors, LLC | 7,961 | $1.11M | 0.05% | +7,961 | New |
| Whittier Trust Co | 7,897 | $1.11M | 0.02% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 7,825 | $1.10M | 0.76% | +234+3.1% | Added |
| Federation des caisses Desjardins du Quebec | 7,818 | $1.10M | 0.01% | −1,058−11.9% | Reduced |
| Banque Pictet & Cie SA | 7,800 | $1.09M | 0.01% | 00.0% | Unchanged |
| Hendley & Co Inc | 7,740 | $1.08M | 0.36% | −8,269−51.7% | Reduced |
| Wetherby Asset Management Inc | 7,728 | $1.08M | 0.07% | +397+5.4% | Added |
| Geo Capital Gestora de Recursos Ltd | 7,661 | $1.07M | 0.51% | −130−1.7% | Reduced |
| First Horizon Corp | 7,632 | $1.07M | 0.10% | −2,731−26.4% | Reduced |
| Baker Ellis Asset Management LLC | 7,586 | $1.06M | 0.21% | −100−1.3% | Reduced |
| Sanders Morris Harris LLC | 7,542 | $1.06M | 0.21% | 00.0% | Unchanged |
| Old National Bancorp | 7,470 | $1.05M | 0.04% | +345+4.8% | Added |
| Capital Investment Advisors, LLC | 7,430 | $1.04M | 0.04% | +511+7.4% | Added |
| Independent Financial Group, LLC | 7,400 | $1.04M | 0.11% | −1,723−18.9% | Reduced |
| Spinnaker Trust | 7,329 | $1.03M | 0.07% | 00.0% | Unchanged |
| West Family Investments, Inc. | 7,310 | $1.02M | 0.29% | +7,310 | New |
| Lido Advisors, LLC | 7,266 | $1.02M | 0.02% | +69+1.0% | Added |
| Orser Capital Management, LLC | 7,220 | $1.01M | 0.53% | −50−0.7% | Reduced |
| Boyar Asset Management Inc. | 7,166 | $1.00M | 0.65% | −20−0.3% | Reduced |
| Vident Investment Advisory, LLC | 7,144 | $1.00M | 0.03% | −19,847−73.5% | Reduced |
| Heritage Wealth Advisors | 7,133 | $999.5K | 0.06% | +432+6.4% | Added |
| Evercore Wealth Management, LLC | 7,076 | $991.0K | 0.02% | −322−4.4% | Reduced |
| Stratos Wealth Partners, LTD. | 6,983 | $978.0K | 0.02% | +691+11.0% | Added |
| TownSquare Capital, LLC | 6,841 | $977.0K | 0.03% | −6,023−46.8% | Reduced |
| IndexIQ Advisors LLC | 6,963 | $976.0K | 0.03% | +197+2.9% | Added |
| Greenleaf Trust | 6,961 | $975.0K | 0.01% | +352+5.3% | Added |
| Jefferies Group LLC | 6,922 | $969.8K | 0.02% | +908+15.1% | Added |
| Wedgewood Investors Inc | 6,900 | $967.0K | 1.22% | 00.0% | Unchanged |
| Wedbush Securities Inc | 6,883 | $964.0K | 0.05% | −491−6.7% | Reduced |
| Elm Advisors, LLC | 6,875 | $963.0K | 0.56% | 00.0% | Unchanged |
| Resources Management Corp | 6,875 | $963.0K | 0.14% | +113+1.7% | Added |
| Tempus Wealth Planning, LLC | 6,870 | $963.0K | 0.64% | +735+12.0% | Added |
| Ameritas Investment Company, LLC | 5,599 | $957.0K | 0.05% | +525+10.3% | Added |
| Guardian Capital Advisors LP | 6,725 | $955.0K | 0.10% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 6,800 | $953.0K | 0.03% | −600−8.1% | Reduced |
| Cerity Partners LLC | 6,713 | $941.0K | 0.02% | −213−3.1% | Reduced |
| IVC Wealth Advisors LLC | 6,678 | $936.0K | 0.66% | +20.0% | Added |