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 |
|---|---|---|---|---|---|
| Orrstown Financial Services Inc | 5,137 | $767.0K | 1.21% | −391−7.1% | Reduced |
| Pathstone Family Office, LLC | 5,095 | $763.0K | 0.02% | +458+9.9% | Added |
| Ashfield Capital Partners, LLC | 5,098 | $761.0K | 0.05% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 5,083 | $759.0K | 0.18% | +39+0.8% | Added |
| Avidian Wealth Solutions, LLC | 5,060 | $756.0K | 0.06% | +1,329+35.6% | Added |
| 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 |
| Red Cedar Investment Management, LLC | 5,040 | $753.0K | 0.10% | +5,040 | New |
| Kinneret Advisory, LLC | 5,032 | $752.0K | 0.09% | 00.0% | Unchanged |
| Caldwell Trust Co | 5,030 | $751.3K | 0.09% | +2,296+84.0% | Added |
| Roble, Belko & Company, Inc | 5,030 | $751.0K | 0.15% | 00.0% | Unchanged |
| Barbara Oil Co. | 5,000 | $747.0K | 0.35% | 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 |
| Cobblestone Capital Advisors LLC | 4,959 | $741.0K | 0.05% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,953 | $740.0K | 0.04% | −66−1.3% | Reduced |
| Wills Financial Group, Inc. | 4,938 | $737.0K | 0.33% | +1,977+66.8% | Added |
| Empirical Finance, LLC | 4,918 | $735.0K | 0.11% | +277+6.0% | Added |
| 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 |
| IMS Capital Management | 4,899 | $732.0K | 0.42% | −173−3.4% | Reduced |
| Strategic Wealth Designers | 4,913 | $726.0K | 0.22% | +4,913 | New |
| 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 |
| Ninepoint Partners LP | 4,837 | $722.0K | 0.26% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 4,821 | $720.0K | 0.03% | +83+1.8% | Added |
| Symmetry Partners, LLC | 4,766 | $714.0K | 0.05% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 4,775 | $713.0K | 0.06% | −175−3.5% | Reduced |
| AlphaCrest Capital Management LLC | 4,743 | $708.0K | 0.04% | −23,913−83.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,734 | $707.1K | 0.18% | −566−10.7% | 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 |
| Norris Perne & French LLP | 4,671 | $698.0K | 0.06% | −165−3.4% | Reduced |
| Equitable Trust Co | 4,666 | $697.0K | 0.04% | −152−3.2% | Reduced |
| 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 |
| Marshall Wace, LLP | 4,640 | $693.0K | 0.00% | +4,640 | New |
| XML Financial, LLC | 4,594 | $686.0K | 0.09% | +4,594 | New |
| 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 |
| 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 |
| Level Four Advisory Services, LLC | 4,550 | $680.0K | 0.07% | −1,173−20.5% | Reduced |
| Ninety One North America, Inc. | 4,549 | $679.0K | 0.03% | +4,549 | New |
| 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 |
| MidWestOne Financial Group, Inc. | 4,476 | $669.0K | 0.16% | +69+1.6% | Added |
| Fulton Bank, N.A. | 4,444 | $664.0K | 0.03% | +819+22.6% | Added |
| Fort Washington Investment Advisors Inc | 4,442 | $663.0K | 0.00% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 4,436 | $662.0K | 0.35% | −50−1.1% | Reduced |
| Founders Financial Alliance, LLC | 4,409 | $658.0K | 0.31% | −64−1.4% | Reduced |
| Paradigm Asset Management Co LLC | 4,400 | $657.2K | 0.18% | −500−10.2% | Reduced |
| WMS Partners, LLC | 4,400 | $657.0K | 0.10% | +4,400 | New |
| Brighton Jones LLC | 4,395 | $656.0K | 0.03% | +349+8.6% | Added |
| SL Advisors, LLC | 4,385 | $655.0K | 1.66% | −45−1.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,374 | $653.0K | 0.19% | +1,304+42.5% | Added |
| Chicago Trust Co NA | 4,359 | $651.0K | 0.14% | −119−2.7% | Reduced |
| Univest Financial Corp | 4,338 | $648.0K | 0.18% | −306−6.6% | Reduced |
| Mark Stevens | 4,339 | $648.0K | 0.07% | +210+5.1% | Added |
| Ipswich Investment Management Co., Inc. | 4,300 | $642.0K | 0.16% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 4,282 | $640.0K | 0.00% | −1,259−22.7% | Reduced |
| Aberdeen Wealth Management LLC | 4,280 | $639.0K | 0.62% | −375−8.1% | Reduced |
| Nikulski Financial, Inc. | 4,270 | $638.0K | 0.30% | −116−2.6% | Reduced |
| Wesbanco Bank Inc | 4,265 | $637.0K | 0.02% | −525−11.0% | Reduced |
| Silvercrest Asset Management Group LLC | 4,256 | $636.0K | 0.00% | −21−0.5% | Reduced |
| Moloney Securities Asset Management, LLC | 4,261 | $636.0K | 0.12% | +4+0.1% | Added |
| Cypress Asset Management Inc | 4,215 | $630.0K | 0.16% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 4,142 | $619.0K | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,130 | $617.0K | 0.07% | −124−2.9% | Reduced |
| Conning Inc. | 4,130 | $617.0K | 0.02% | +70+1.7% | Added |
| Orleans Capital Management Corp | 4,117 | $615.0K | 0.39% | −90−2.1% | Reduced |
| Navalign, LLC | 4,105 | $613.0K | 0.26% | −12−0.3% | Reduced |
| Appleton Partners Inc | 4,097 | $612.0K | 0.05% | −148−3.5% | Reduced |
| Clare Market Investments LLC | 4,096 | $611.8K | 0.18% | +513+14.3% | Added |
| Smith, Moore & Co. | 4,090 | $611.0K | 0.09% | +50+1.2% | Added |
| Montecito Bank & Trust | 4,079 | $609.0K | 0.12% | +48+1.2% | Added |
| JT Stratford LLC | 4,068 | $608.0K | 0.19% | −21−0.5% | Reduced |
| Silphium Asset Management Ltd | 4,066 | $607.3K | 0.25% | +4,066 | New |
| Aurora Private Wealth, Inc. | 4,065 | $607.0K | 0.25% | +4,065 | New |
| Hunter Associates Investment Management LLC | 4,000 | $597.0K | 0.19% | 00.0% | Unchanged |
| Stonnington Group, LLC | 3,824 | $592.0K | 0.13% | +100+2.7% | Added |
| ARGI Investment Services, LLC | 3,951 | $590.0K | 0.02% | +21+0.5% | Added |
| Exchange Traded Concepts, LLC | 3,940 | $588.0K | 0.02% | −620−13.6% | Reduced |
| Dividend Assets Capital, LLC | 3,931 | $587.0K | 0.12% | +45+1.2% | Added |
| Deseret Mutual Benefit Administrators | 3,912 | $584.0K | 0.11% | +2,093+115.1% | Added |
| J.W. Cole Advisors, Inc. | 3,901 | $583.0K | 0.04% | −525−11.9% | Reduced |
| Notis-McConarty Edward | 3,900 | $583.0K | 0.21% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,900 | $583.0K | 0.52% | +10+0.3% | Added |
| Hilltop Holdings Inc. | 3,881 | $579.0K | 0.06% | +305+8.5% | Added |
| Advisory Alpha, LLC | 3,873 | $579.0K | 0.04% | +3,873 | New |
| Barings LLC | 3,859 | $576.0K | 0.01% | +1,369+55.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,849 | $575.0K | 0.01% | 00.0% | Unchanged |
| Geneva Partners, LLC | 3,845 | $574.0K | 0.28% | −25−0.6% | Reduced |
| Bluesphere Advisors, LLC | 3,807 | $569.0K | 0.55% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 3,802 | $567.0K | 0.08% | +3,802 | New |
| We Are One Seven, LLC | 3,533 | $566.0K | 0.07% | −344−8.9% | Reduced |
| Orion Portfolio Solutions, LLC | 3,772 | $563.0K | 0.02% | +344+10.0% | Added |
| Biltmore Family Office, LLC | 3,745 | $559.0K | 0.14% | +10.0% | Added |
| Accurate Wealth Management, LLC | 3,581 | $557.0K | 0.49% | +458+14.7% | Added |
| Ashton Thomas Private Wealth, LLC | 3,729 | $556.9K | 0.08% | +1,808+94.1% | Added |