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, 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 | 2,379 | $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, 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 |
|---|---|---|---|---|---|
| Founders Financial Alliance, LLC | 4,409 | $658.0K | 0.31% | −64−1.4% | Reduced |
| Jeppson Wealth Management, LLC | 4,436 | $662.0K | 0.35% | −50−1.1% | Reduced |
| Fort Washington Investment Advisors Inc | 4,442 | $663.0K | 0.00% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,444 | $664.0K | 0.03% | +819+22.6% | Added |
| MidWestOne Financial Group, Inc. | 4,476 | $669.0K | 0.16% | +69+1.6% | Added |
| Shell Asset Management Co | 4,524 | $676.0K | 0.02% | −9,421−67.6% | Reduced |
| South State Corp. | 4,524 | $676.0K | 0.06% | −65−1.4% | Reduced |
| Ninety One North America, Inc. | 4,549 | $679.0K | 0.03% | +4,549 | New |
| Level Four Advisory Services, LLC | 4,550 | $680.0K | 0.07% | −1,173−20.5% | Reduced |
| Perritt Capital Management Inc | 4,568 | $682.0K | 0.37% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 4,564 | $682.0K | 0.14% | +170+3.9% | Added |
| Boston Financial Mangement LLC | 4,577 | $684.0K | 0.03% | +966+26.8% | Added |
| Mirabella Financial Services LLP | 4,582 | $684.0K | 0.09% | +4,582 | New |
| XML Financial, LLC | 4,594 | $686.0K | 0.09% | +4,594 | New |
| Marshall Wace, LLP | 4,640 | $693.0K | 0.00% | +4,640 | New |
| Gyroscope Capital Management Group, LLC | 4,651 | $695.0K | 0.26% | −393−7.8% | Reduced |
| WealthTrust Axiom LLC | 4,658 | $695.0K | 0.24% | 00.0% | Unchanged |
| Equitable Trust Co | 4,666 | $697.0K | 0.04% | −152−3.2% | Reduced |
| Norris Perne & French LLP | 4,671 | $698.0K | 0.06% | −165−3.4% | Reduced |
| CSM Advisors, LLC | 4,719 | $705.0K | 0.05% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 4,719 | $705.0K | 0.12% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 4,734 | $707.1K | 0.18% | −566−10.7% | Reduced |
| AlphaCrest Capital Management LLC | 4,743 | $708.0K | 0.04% | −23,913−83.4% | Reduced |
| Tributary Capital Management, LLC | 4,775 | $713.0K | 0.06% | −175−3.5% | Reduced |
| Symmetry Partners, LLC | 4,766 | $714.0K | 0.05% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 4,821 | $720.0K | 0.03% | +83+1.8% | Added |
| Ninepoint Partners LP | 4,837 | $722.0K | 0.26% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,840 | $723.0K | 0.04% | −34−0.7% | Reduced |
| Trustcore Financial Services, LLC | 4,843 | $723.0K | 0.07% | +273+6.0% | Added |
| Strategic Wealth Designers | 4,913 | $726.0K | 0.22% | +4,913 | New |
| IMS Capital Management | 4,899 | $732.0K | 0.42% | −173−3.4% | Reduced |
| Pinebridge Investments, L.P. | 4,911 | $734.0K | 0.01% | −8,358−63.0% | Reduced |
| Stony Point Wealth Management Inc. | 4,917 | $734.0K | 0.44% | +464+10.4% | Added |
| Empirical Finance, LLC | 4,918 | $735.0K | 0.11% | +277+6.0% | Added |
| Wills Financial Group, Inc. | 4,938 | $737.0K | 0.33% | +1,977+66.8% | Added |
| HBK Sorce Advisory LLC | 4,953 | $740.0K | 0.04% | −66−1.3% | Reduced |
| Cobblestone Capital Advisors LLC | 4,959 | $741.0K | 0.05% | 00.0% | Unchanged |
| Bank Ozk | 4,970 | $743.0K | 0.34% | −70−1.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 4,976 | $743.0K | 0.34% | +4,976 | New |
| Barbara Oil Co. | 5,000 | $747.0K | 0.35% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5,030 | $751.0K | 0.15% | 00.0% | Unchanged |
| Caldwell Trust Co | 5,030 | $751.3K | 0.09% | +2,296+84.0% | Added |
| Kinneret Advisory, LLC | 5,032 | $752.0K | 0.09% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 5,040 | $753.0K | 0.10% | +5,040 | New |
| EP Wealth Advisors, LLC | 5,055 | $755.0K | 0.02% | −3,607−41.6% | Reduced |
| IHT Wealth Management, LLC | 5,056 | $755.0K | 0.06% | −259−4.9% | Reduced |
| Avidian Wealth Solutions, LLC | 5,060 | $756.0K | 0.06% | +1,329+35.6% | Added |
| Thoroughbred Financial Services, LLC | 5,083 | $759.0K | 0.18% | +39+0.8% | Added |
| Ashfield Capital Partners, LLC | 5,098 | $761.0K | 0.05% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 5,095 | $763.0K | 0.02% | +458+9.9% | Added |
| Orrstown Financial Services Inc | 5,137 | $767.0K | 1.21% | −391−7.1% | Reduced |
| Financial Advocates Investment Management | 5,159 | $770.0K | 0.05% | −276−5.1% | Reduced |
| Stokes Family Office, LLC | 5,164 | $771.0K | 0.11% | +1,159+28.9% | Added |
| Burke & Herbert Bank & Trust Co | 5,176 | $773.0K | 0.50% | −9−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,213 | $779.0K | 0.04% | −435−7.7% | Reduced |
| Ameritas Investment Partners, Inc. | 5,217 | $779.0K | 0.03% | −171−3.2% | Reduced |
| Palladium Partners LLC | 5,226 | $781.0K | 0.04% | 00.0% | Unchanged |
| Citizens Business Bank | 5,232 | $781.0K | 0.10% | +182+3.6% | Added |
| Buckingham Strategic Wealth, LLC | 5,234 | $782.0K | 0.02% | +664+14.5% | Added |
| Wealthsource Partners, LLC | 5,242 | $783.0K | 0.07% | +50+1.0% | Added |
| Bryn Mawr Trust Co | 5,262 | $786.0K | 0.03% | +750+16.6% | Added |
| Toth Financial Advisory Corp | 5,293 | $791.0K | 0.12% | −133−2.5% | Reduced |
| CWA Asset Management Group, LLC | 5,316 | $794.0K | 0.06% | −12−0.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 5,315 | $794.0K | 0.03% | +5,315 | New |
| Redwood Investments, LLC | 5,328 | $796.0K | 0.07% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 5,344 | $798.0K | 0.26% | +1,668+45.4% | Added |
| Fisher Asset Management, LLC | 5,352 | $799.0K | 0.00% | +1,029+23.8% | Added |
| SG Americas Securities, LLC | 5,379 | $803.0K | 0.00% | −4,412−45.1% | Reduced |
| Palumbo Wealth Management LLC | 5,373 | $803.0K | 0.53% | −412−7.1% | Reduced |
| VeraBank, N.A. | 5,387 | $805.0K | 0.46% | +389+7.8% | Added |
| Meeder Asset Management Inc | 5,393 | $805.0K | 0.04% | +864+19.1% | Added |
| Valmark Advisers, Inc. | 5,393 | $806.0K | 0.01% | +141+2.7% | Added |
| Proequities, Inc. | 5,396 | $806.0K | 0.05% | +184+3.5% | Added |
| Clear Creek Financial Management, LLC | 5,435 | $812.0K | 0.13% | −59−1.1% | Reduced |
| Ambassador Advisors, LLC | 5,445 | $814.0K | 0.16% | +5,445 | New |
| Profund Advisors LLC | 5,471 | $817.0K | 0.03% | −13−0.2% | Reduced |
| Signaturefd, LLC | 5,468 | $817.0K | 0.03% | +913+20.0% | Added |
| SOL Capital Management CO | 5,500 | $821.0K | 0.16% | 00.0% | Unchanged |
| Tdam USA Inc. | 5,500 | $821.0K | 0.05% | +570+11.6% | Added |
| Mayflower Financial Advisors, LLC | 5,184 | $823.0K | 0.11% | −31−0.6% | Reduced |
| MTM Investment Management, LLC | 5,518 | $824.0K | 0.45% | +35+0.6% | Added |
| Financial Network Wealth Management LLC | 5,525 | $825.0K | 0.47% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 5,533 | $826.0K | 0.17% | +37+0.7% | Added |
| Keebeck Wealth Management, LLC | 5,571 | $832.0K | 0.16% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 5,569 | $832.0K | 0.48% | +965+21.0% | Added |
| Toroso Investments, LLC | 5,581 | $834.0K | 0.03% | +889+18.9% | Added |
| Professional Planning | 5,593 | $835.0K | 0.40% | −53−0.9% | Reduced |
| Atlantic Trust, LLC | 5,590 | $835.0K | 0.53% | +2,040+57.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,605 | $837.2K | 0.21% | +2,935+109.9% | Added |
| Welch & Forbes LLC | 5,608 | $838.0K | 0.01% | +110+2.0% | Added |
| Golden State Wealth Management, LLC | 5,644 | $843.0K | 0.18% | −9−0.2% | Reduced |
| SeaCrest Wealth Management, LLC | 5,644 | $843.0K | 0.10% | +368+7.0% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 5,651 | $844.0K | 0.34% | −286−4.8% | Reduced |
| Coastal Investment Advisors, Inc. | 5,655 | $845.0K | 0.20% | −567−9.1% | Reduced |
| Meristem Family Wealth, LLC | 5,657 | $845.0K | 0.08% | +5,657 | New |
| Nations Financial Group Inc, | 5,670 | $847.0K | 0.13% | +997+21.3% | Added |
| Cannell Capital LLC | 5,684 | $849.0K | 0.14% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 5,717 | $854.0K | 0.77% | −2,518−30.6% | Reduced |
| Financial Advisory Service, Inc. | 5,744 | $858.0K | 0.08% | +5+0.1% | Added |
| Mercer Capital Advisers, Inc. | 5,750 | $859.0K | 0.46% | 00.0% | Unchanged |