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 |
|---|---|---|---|---|---|
| Minot Wealth Management LLC | 3,709 | $554.0K | 0.12% | +1,364+58.2% | Added |
| King Wealth | 3,658 | $546.0K | 0.11% | −39−1.1% | Reduced |
| Linscomb & Williams, Inc. | 3,617 | $540.0K | 0.03% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 3,610 | $539.0K | 0.08% | −343−8.7% | Reduced |
| GeoWealth Management, LLC | 3,601 | $538.0K | 0.04% | −69−1.9% | Reduced |
| Hallmark Capital Management Inc | 3,599 | $537.0K | 0.05% | −325−8.3% | Reduced |
| Truvestments Capital LLC | 3,594 | $537.0K | 0.30% | −5−0.1% | Reduced |
| Burney Co | 3,567 | $533.0K | 0.03% | +77+2.2% | Added |
| Johnson Financial Group, Inc. | 3,565 | $532.0K | 0.04% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 3,544 | $529.0K | 0.00% | −133−3.6% | Reduced |
| Successful Portfolios LLC | 3,541 | $529.0K | 0.32% | −22−0.6% | Reduced |
| J. W. Coons Advisors, LLC | 3,550 | $529.0K | 0.18% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,538 | $528.0K | 0.02% | +449+14.5% | Added |
| MONECO Advisors, LLC | 3,527 | $527.0K | 0.21% | +26+0.7% | Added |
| First Hawaiian Bank | 3,517 | $525.0K | 0.02% | +151+4.5% | Added |
| Graypoint LLC | 3,510 | $524.0K | 0.06% | +66+1.9% | Added |
| Thomasville National Bank | 3,500 | $523.0K | 0.05% | −1,517−30.2% | Reduced |
| McDaniel Terry & Co | 3,500 | $523.0K | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,470 | $518.0K | 0.03% | −499−12.6% | Reduced |
| 9258 Wealth Management, LLC | 3,442 | $514.0K | 0.14% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 3,441 | $514.0K | 0.14% | +89+2.7% | Added |
| Edge Capital Group, LLC | 3,434 | $513.0K | 0.04% | −15−0.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,405 | $509.0K | 0.08% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,396 | $507.0K | 0.03% | +13+0.4% | Added |
| Integrated Advisors Network LLC | 3,390 | $506.0K | 0.03% | +1,475+77.0% | Added |
| Douglas Lane & Associates, LLC | 3,374 | $504.0K | 0.01% | −274−7.5% | Reduced |
| Chesapeake Wealth Management | 3,349 | $500.0K | 0.18% | −717−17.6% | Reduced |
| Lakeview Capital Partners, LLC | 3,340 | $499.0K | 0.23% | −102−3.0% | Reduced |
| Pendal Group Limited | 3,338 | $499.0K | 0.00% | +3,338 | New |
| Tokio Marine Asset Management Co Ltd | 3,302 | $493.0K | 0.04% | +417+14.5% | Added |
| Ifrah Financial Services, Inc. | 3,282 | $490.0K | 0.14% | −9−0.3% | Reduced |
| Clearview Wealth Advisors LLC | 3,262 | $487.0K | 0.31% | +93+2.9% | Added |
| NEXT Financial Group, Inc | 3,260 | $487.0K | 0.04% | +1,129+53.0% | Added |
| Evanson Asset Management, LLC | 3,490 | $487.0K | 0.05% | +3,490 | New |
| Ellevest, Inc. | 3,248 | $485.0K | 0.05% | +33+1.0% | Added |
| Aptus Capital Advisors, LLC | 3,243 | $484.0K | 0.02% | −170−5.0% | Reduced |
| Hyman Charles D | 3,229 | $482.0K | 0.03% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 3,208 | $479.1K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 3,210 | $479.0K | 0.13% | 00.0% | Unchanged |
| Meyer Handelman Co | 3,200 | $478.0K | 0.02% | 00.0% | Unchanged |
| Country Club Trust Company, n.a. | 3,150 | $478.0K | 0.04% | 00.0% | Unchanged |
| RFG Advisory, LLC | 3,197 | $478.0K | 0.04% | +852+36.3% | Added |
| Cornerstone Advisory, LLC | 3,190 | $477.0K | 0.08% | +1,496+88.3% | Added |
| Summit Financial Wealth Advisors, LLC | 3,184 | $476.0K | 0.11% | 00.0% | Unchanged |
| Bessemer Securities LLC | 3,175 | $474.0K | 0.16% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,164 | $473.0K | 0.03% | −24−0.8% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,170 | $473.0K | 0.17% | 00.0% | Unchanged |
| Terry L. Blaker | 3,153 | $471.0K | 0.03% | −159−4.8% | Reduced |
| Manchester Capital Management LLC | 3,115 | $465.0K | 0.06% | +19+0.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,112 | $465.0K | 0.15% | +26+0.8% | Added |
| Knights of Columbus Asset Advisors LLC | 3,115 | $465.0K | 0.04% | +418+15.5% | Added |
| Shoker Investment Counsel, Inc. | 3,111 | $464.0K | 0.23% | −156−4.8% | Reduced |
| Sawyer & Company, Inc | 3,105 | $464.0K | 0.22% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 3,100 | $463.0K | 0.05% | −200−6.1% | Reduced |
| Archford Capital Strategies, LLC | 3,102 | $463.0K | 0.11% | −10.0% | Reduced |
| Shepherd Financial Partners LLC | 3,092 | $461.0K | 0.09% | +10.0% | Added |
| Boston Research & Management Inc | 3,090 | $461.0K | 0.14% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 3,070 | $459.0K | 0.04% | 00.0% | Unchanged |
| Central Bank & Trust Co | 3,060 | $457.0K | 0.08% | −817−21.1% | Reduced |
| Steel Peak Wealth Management LLC | 3,059 | $457.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,046 | $455.0K | 0.05% | +128+4.4% | Added |
| First National Bank of Hutchinson | 3,038 | $454.0K | 0.25% | +53+1.8% | Added |
| Lester Murray Antman dba SimplyRich | 3,045 | $454.0K | 0.17% | +658+27.6% | Added |
| Coldstream Capital Management Inc | 3,962 | $448.0K | 0.02% | +592+17.6% | Added |
| Rbo & Co LLC | 3,000 | $448.0K | 0.08% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,994 | $447.0K | 0.04% | −272−8.3% | Reduced |
| CMG Global Holdings, LLC | 2,990 | $447.0K | 0.33% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,986 | $446.0K | 0.01% | +854+40.1% | Added |
| Gladstone Institutional Advisory LLC | 2,979 | $445.0K | 0.04% | +975+48.7% | Added |
| Gyon Technologies Capital Management, LP | 2,980 | $445.0K | 0.12% | +2,980 | New |
| Old Second National Bank of Aurora | 2,978 | $444.0K | 0.12% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 2,811 | $442.0K | 0.18% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,946 | $440.0K | 0.04% | +94+3.3% | Added |
| KWB Wealth | 2,946 | $440.0K | 0.08% | +196+7.1% | Added |
| Machina Capital S.A.S. | 2,949 | $440.0K | 0.95% | +549+22.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,925 | $437.0K | 0.16% | +160+5.8% | Added |
| Moneta Group Investment Advisors LLC | 2,906 | $434.0K | 0.02% | −320−9.9% | Reduced |
| Intrua Financial, LLC | 2,793 | $433.0K | 0.08% | +148+5.6% | Added |
| Fiera Capital Corp | 2,860 | $427.0K | 0.00% | −3,525−55.2% | Reduced |
| Community Bank, N.A. | 2,857 | $427.0K | 0.05% | +215+8.1% | Added |
| Csenge Advisory Group | 2,841 | $426.0K | 0.04% | +160+6.0% | Added |
| Doyle Wealth Management | 2,839 | $424.0K | 0.03% | +10.0% | Added |
| Latitude Advisors, LLC | 2,842 | $424.0K | 0.14% | +1,313+85.9% | Added |
| Laurel Wealth Advisors, Inc. | 2,813 | $420.0K | 0.08% | −350−11.1% | Reduced |
| Freestone Capital Holdings, LLC | 2,812 | $420.0K | 0.02% | +105+3.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,808 | $419.0K | 0.30% | −100−3.4% | Reduced |
| Shelton Capital Management | 2,807 | $419.0K | 0.02% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,807 | $419.0K | 0.14% | +29+1.0% | Added |
| Intact Investment Management Inc. | 2,800 | $418.0K | 0.01% | −4,000−58.8% | Reduced |
| Bank of Stockton | 2,795 | $417.0K | 0.13% | −71−2.5% | Reduced |
| StoneX Group Inc. | 2,786 | $416.0K | 0.06% | +73+2.7% | Added |
| Transcend Wealth Collective, LLC | 2,578 | $411.0K | 0.04% | +2,578 | New |
| Psagot Investment House Ltd. | 2,738 | $409.0K | 0.07% | −190−6.5% | Reduced |
| Altium Wealth Management LLC | 2,737 | $409.0K | 0.03% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2,738 | $409.0K | 0.07% | +2,738 | New |
| Oakworth Capital, Inc. | 2,733 | $408.0K | 0.04% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,719 | $406.0K | 0.01% | −1,231−31.2% | Reduced |
| Krane Funds Advisors LLC | 2,715 | $406.0K | 0.01% | −1,181−30.3% | Reduced |
| Jupiter Wealth Management LLC | 2,500 | $405.0K | 0.19% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 2,704 | $404.0K | 0.68% | 00.0% | Unchanged |