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, Q3 2021
Institutional positions in Waste Management Inc as of Sep 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
- 1,551
- +48 vs. Q2 2021
- Shares held
- 315.7M
- +2.50M (+0.8%) vs. Q2 2021
- Total value
- $47.1B
- +$3.31B (+7.6%) vs. Q2 2021
- New holders
- 118
- 600 more added
- Sold out
- 70
- 532 more reduced
23 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | – | $298 | 0.00% | – | – |
| Laffer Tengler Investments | 5 | $756 | 0.00% | +5 | New |
| HighMark Wealth Management LLC | 5 | $1.00K | 0.00% | −7−58.3% | 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 |
| Bellwether Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| First National Bank of South Miami | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 16 | $2.39K | 0.00% | +16 | New |
| RPG Investment Advisory, LLC | 20 | $3.00K | 0.00% | −5−20.0% | Reduced |
| ClariVest Asset Management LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 23 | $3.00K | 0.00% | +23 | New |
| TD Ameritrade Investment Management, LLC | 34 | $4.00K | 0.00% | −820−96.0% | Reduced |
| Cranbrook Wealth Management, LLC | 26 | $4.00K | 0.00% | +1+4.0% | Added |
| Filbrandt Wealth Management, LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 31 | $5.00K | 0.00% | −200−86.6% | Reduced |
| USA Financial Portformulas Corp | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 41 | $6.00K | 0.00% | −41−50.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 40 | $6.00K | 0.00% | +40 | New |
| State of Wyoming | 47 | $7.00K | 0.00% | −588−92.6% | Reduced |
| Rockbridge Investment Management, LCC | 46 | $7.00K | 0.00% | −52−53.1% | Reduced |
| Pacific Center for Financial Services | 48 | $7.00K | 0.00% | +1+2.1% | Added |
| 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 |
| Peoples Financial Services Corp. | 46 | $7.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 50 | $7.00K | 0.01% | +50 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 51 | $8.00K | 0.00% | −470−90.2% | Reduced |
| Capital Directions Investment Advisors, LLC | 53 | $8.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 53 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 55 | $8.21K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 74 | $11.0K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 78 | $12.0K | 0.00% | −1,158−93.7% | Reduced |
| Evermay Wealth Management LLC | 80 | $12.0K | 0.00% | −200−71.4% | Reduced |
| Tortoise Investment Management, LLC | 81 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 77 | $12.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 77 | $12.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 85 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 96 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 102 | $15.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 102 | $15.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 98 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 102 | $15.0K | 0.00% | +30+41.7% | Added |
| Avion Wealth | 120 | $18.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 126 | $19.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 129 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 124 | $19.0K | 0.00% | −8−6.1% | Reduced |
| Endurance Wealth Management, Inc. | 125 | $19.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 126 | $19.0K | 0.00% | +26+26.0% | Added |
| SOA Wealth Advisors, LLC. | 136 | $20.0K | 0.01% | +66+94.3% | Added |
| Disciplined Investments, LLC | 150 | $22.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 144 | $22.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 200 | $23.0K | 0.02% | −255−56.0% | Reduced |
| McClarren Financial Advisors, Inc. | 159 | $23.0K | 0.02% | +1+0.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 159 | $23.7K | 0.03% | −170−51.7% | Reduced |
| Crewe Advisors LLC | 165 | $25.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 168 | $25.1K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 175 | $26.0K | 0.01% | −119−40.5% | Reduced |
| D'Orazio & Associates, Inc. | 184 | $27.0K | 0.01% | +63+52.1% | Added |
| Bell Investment Advisors, Inc | 184 | $27.0K | 0.01% | +184 | New |
| SRS Capital Advisors, Inc. | 186 | $28.0K | 0.00% | +114+158.3% | Added |
| Twin Lakes Capital Management, LLC | 192 | $29.0K | 0.02% | +1+0.5% | Added |
| Kowal Investment Group, LLC | 192 | $29.0K | 0.01% | +192 | New |
| Duncker Streett & Co Inc | 200 | $30.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 200 | $30.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 205 | $31.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 216 | $32.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 228 | $34.0K | 0.00% | +8+3.6% | Added |
| Motco | 237 | $35.0K | 0.00% | −153−39.2% | Reduced |
| Godsey & Gibb Associates | 237 | $35.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 232 | $35.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 235 | $36.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 250 | $37.0K | 0.01% | +250 | New |
| Westside Investment Management, Inc. | 265 | $39.0K | 0.00% | +24+10.0% | Added |
| Larson Financial Group LLC | 289 | $43.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 288 | $43.0K | 0.00% | +1+0.3% | Added |
| Pacifica Partners Inc. | 281 | $43.0K | 0.03% | 00.0% | Unchanged |
| WD Rutherford LLC | 293 | $44.0K | 0.02% | 00.0% | Unchanged |
| Security National Trust Co | 323 | $45.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 305 | $45.0K | 0.03% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $45.0K | 0.01% | – | – |
| Gemmer Asset Management LLC | 301 | $45.0K | 0.01% | +4+1.3% | Added |
| Piscataqua Savings Bank | 300 | $45.0K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 305 | $46.0K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 324 | $48.0K | 0.05% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 323 | $49.0K | 0.03% | +1+0.3% | Added |
| Sound Income Strategies, LLC | 338 | $50.0K | 0.01% | +287+562.7% | Added |
| Heritage Wealth Management, LLC | 350 | $52.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 358 | $54.0K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 363 | $54.0K | 0.03% | +7+2.0% | Added |
| HBC Financial Services, PLLC | 1,150 | $54.0K | 0.04% | +50+4.5% | Added |