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 |
|---|---|---|---|---|---|
| Capital Advisory Group Advisory Services, LLC | 370 | $55.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 370 | $55.0K | 0.03% | 00.0% | Unchanged |
| Trust Co | 381 | $57.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 390 | $58.0K | 0.02% | −262−40.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 389 | $58.0K | 0.00% | +1+0.3% | Added |
| Cascade Investment Advisors, Inc. | 400 | $59.7K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $60.0K | 0.03% | −250−38.5% | Reduced |
| Liberty Wealth Management LLC | 405 | $60.0K | 0.02% | +2+0.5% | Added |
| Princeton Global Asset Management LLC | 400 | $60.0K | 0.02% | +150+60.0% | Added |
| Sittner & Nelson, LLC | 410 | $61.0K | 0.04% | 00.0% | Unchanged |
| West Branch Capital LLC | 410 | $61.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 409 | $61.0K | 0.02% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 406 | $61.0K | 0.01% | +406 | New |
| Lindbrook Capital, LLC | 413 | $62.0K | 0.02% | +17+4.3% | Added |
| Montag A & Associates Inc | 419 | $63.0K | 0.00% | +174+71.0% | Added |
| Total Clarity Wealth Management, Inc. | 421 | $63.0K | 0.03% | +421 | New |
| Asset Dedication, LLC | 441 | $66.0K | 0.01% | +77+21.2% | Added |
| Private Capital Group, LLC | 451 | $67.0K | 0.02% | +16+3.7% | Added |
| FinTrust Capital Advisors, LLC | 455 | $68.0K | 0.02% | −100−18.0% | Reduced |
| Creative Financial Designs Inc | 462 | $69.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 468 | $70.0K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 500 | $74.7K | 0.04% | 00.0% | Unchanged |
| O'Dell Group, LLC | 500 | $75.0K | 0.02% | +500 | New |
| Red Cedar Capital, LLC | 525 | $78.0K | 0.05% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 527 | $78.7K | 0.03% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 528 | $79.0K | 0.00% | −46−8.0% | Reduced |
| Jones Financial Companies LLLP | 535 | $80.0K | 0.00% | −24−4.3% | Reduced |
| Stonebridge Capital Advisors LLC | 546 | $82.0K | 0.01% | +30+5.8% | Added |
| Atlas Private Wealth Advisors | 570 | $85.0K | 0.04% | +1+0.2% | Added |
| HC Financial Advisors Inc | 579 | $86.0K | 0.05% | 00.0% | Unchanged |
| American National Bank | 590 | $88.0K | 0.02% | +45+8.3% | Added |
| JFS Wealth Advisors, LLC | 590 | $88.0K | 0.01% | +537+1,013.2% | Added |
| Bedel Financial Consulting, Inc. | 600 | $90.0K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 615 | $92.0K | 0.01% | +2+0.3% | Added |
| Cribstone Capital Management, LLC | 615 | $92.0K | 0.05% | +5+0.8% | Added |
| Meridian Wealth Partners, LLC | 625 | $93.0K | 0.02% | +625 | New |
| Barrett Asset Management, LLC | 650 | $97.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 662 | $99.0K | 0.01% | +100+17.8% | Added |
| Ellis Investment Partners, LLC | 688 | $102.0K | 0.03% | +2+0.3% | Added |
| Robbins Farley LLC | 697 | $104.0K | 0.08% | +697 | New |
| Tradewinds Capital Management, LLC | 700 | $105.0K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 712 | $106.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 707 | $106.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 726 | $108.0K | 0.04% | +269+58.9% | Added |
| Lenox Wealth Advisors, LLC | 741 | $111.0K | 0.01% | +5+0.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 767 | $114.0K | 0.02% | +767 | New |
| Simon Quick Advisors, LLC | 771 | $115.0K | 0.03% | +21+2.8% | Added |
| First Financial Corp | 779 | $117.0K | 0.08% | 00.0% | Unchanged |
| Valley National Advisers Inc | 791 | $118.0K | 0.02% | +1+0.1% | Added |
| Hills Bank & Trust Co | 800 | $119.0K | 0.02% | −525−39.6% | Reduced |
| Winch Advisory Services, LLC | 810 | $121.0K | 0.04% | +1+0.1% | Added |
| Itau Unibanco Holding S.A. | 813 | $121.0K | 0.01% | +813 | New |
| Column Capital Advisors, LLC | 825 | $123.0K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 828 | $124.0K | 0.03% | −298−26.5% | Reduced |
| Atticus Wealth Management, LLC | 832 | $124.0K | 0.05% | −39−4.5% | Reduced |
| Essex Investment Management Co LLC | 827 | $124.0K | 0.02% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 843 | $126.0K | 0.09% | −258−23.4% | Reduced |
| Harbor Investment Advisory, LLC | 845 | $126.0K | 0.02% | +33+4.1% | Added |
| C M Bidwell & Associates Ltd | 875 | $131.0K | 0.09% | −56−6.0% | Reduced |
| PSI Advisors, LLC | 880 | $131.0K | 0.06% | +880 | New |
| Wagner Wealth Management, LLC | 826 | $132.0K | 0.11% | +2+0.2% | Added |
| Carroll Financial Associates, Inc. | 893 | $133.0K | 0.01% | −286−24.3% | Reduced |
| Concord Wealth Partners | 901 | $135.0K | 0.06% | −216−19.3% | Reduced |
| Glassman Wealth Services | 903 | $135.0K | 0.03% | +30+3.4% | Added |
| Gables Capital Management Inc. | 919 | $137.0K | 0.09% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 937 | $140.0K | 0.05% | +937 | New |
| AllSquare Wealth Management LLC | 945 | $141.0K | 0.08% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 960 | $143.0K | 0.01% | +67+7.5% | Added |
| US Asset Management LLC | 957 | $143.0K | 0.14% | +957 | New |
| M&R Capital Management Inc | 970 | $144.0K | 0.03% | +145+17.6% | Added |
| Thompson Siegel & Walmsley LLC | 1,000 | $149.0K | 0.00% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 1,000 | $149.0K | 0.06% | +1,000 | New |
| NewSquare Capital LLC | 1,035 | $155.0K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,044 | $156.0K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,038 | $156.0K | 0.09% | +385+59.0% | Added |
| TCI Wealth Advisors, Inc. | 1,058 | $158.0K | 0.02% | −780−42.4% | Reduced |
| Allworth Financial LP | 1,084 | $162.0K | 0.00% | +113+11.6% | Added |
| Plante Moran Financial Advisors, LLC | 1,087 | $162.0K | 0.04% | +143+15.1% | Added |
| Vectors Research Management, LLC | 1,100 | $164.0K | 0.04% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,096 | $164.0K | 0.01% | +1,096 | New |
| NuWave Investment Management, LLC | 1,132 | $169.0K | 0.19% | +1,132 | New |
| MV Capital Management, Inc. | 1,138 | $170.0K | 0.03% | +59+5.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,152 | $172.0K | 0.03% | −11,683−91.0% | Reduced |
| Rosenberg Matthew Hamilton | 1,158 | $173.0K | 0.07% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,168 | $174.0K | 0.05% | +350+42.8% | Added |
| Consolidated Planning Corp | 1,175 | $175.0K | 0.11% | +1,175 | New |
| Versant Capital Management, Inc | 1,179 | $176.0K | 0.06% | −14−1.2% | Reduced |
| Leelyn Smith, LLC | 1,202 | $180.0K | 0.05% | +2+0.2% | Added |
| Sierra Capital LLC | 1,211 | $181.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,233 | $184.0K | 0.03% | −1−0.1% | Reduced |
| Global Financial Private Client, LLC | 1,242 | $186.1K | 0.10% | 00.0% | Unchanged |
| TSFG, LLC | 1,277 | $191.0K | 0.07% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,283 | $191.0K | 0.05% | +86+7.2% | Added |
| Herold Advisors, Inc. | 1,300 | $194.0K | 0.08% | +1,300 | New |
| Wolff Wiese Magana LLC | 1,311 | $196.0K | 0.14% | −12−0.9% | Reduced |
| Bray Capital Advisors | 1,325 | $198.0K | 0.05% | 00.0% | Unchanged |
| Essex Savings Bank | 1,289 | $200.0K | 0.07% | +1,289 | New |
| TCG Advisory Services, LLC | 1,349 | $201.0K | 0.05% | −14,339−91.4% | Reduced |
| Resources Investment Advisors, LLC. | 1,344 | $201.0K | 0.01% | +1,344 | New |
| Insight Advisors, LLC | 1,253 | $201.0K | 0.06% | +1,253 | New |