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 |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 813 | $121.0K | 0.01% | +813 | New |
| Hills Bank & Trust Co | 800 | $119.0K | 0.02% | −525−39.6% | Reduced |
| Valley National Advisers Inc | 791 | $118.0K | 0.02% | +1+0.1% | Added |
| First Financial Corp | 779 | $117.0K | 0.08% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 771 | $115.0K | 0.03% | +21+2.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 767 | $114.0K | 0.02% | +767 | New |
| Lenox Wealth Advisors, LLC | 741 | $111.0K | 0.01% | +5+0.7% | Added |
| Clean Yield Group | 726 | $108.0K | 0.04% | +269+58.9% | Added |
| 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 |
| Tradewinds Capital Management, LLC | 700 | $105.0K | 0.02% | 00.0% | Unchanged |
| Robbins Farley LLC | 697 | $104.0K | 0.08% | +697 | New |
| Ellis Investment Partners, LLC | 688 | $102.0K | 0.03% | +2+0.3% | Added |
| BerganKDV Wealth Management, LLC | 662 | $99.0K | 0.01% | +100+17.8% | Added |
| Barrett Asset Management, LLC | 650 | $97.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 625 | $93.0K | 0.02% | +625 | New |
| 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 |
| Bedel Financial Consulting, Inc. | 600 | $90.0K | 0.03% | 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 |
| HC Financial Advisors Inc | 579 | $86.0K | 0.05% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 570 | $85.0K | 0.04% | +1+0.2% | Added |
| Stonebridge Capital Advisors LLC | 546 | $82.0K | 0.01% | +30+5.8% | Added |
| Jones Financial Companies LLLP | 535 | $80.0K | 0.00% | −24−4.3% | Reduced |
| Altshuler Shaham Ltd | 528 | $79.0K | 0.00% | −46−8.0% | Reduced |
| West Paces Advisors Inc. | 527 | $78.7K | 0.03% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 525 | $78.0K | 0.05% | 00.0% | Unchanged |
| O'Dell Group, LLC | 500 | $75.0K | 0.02% | +500 | New |
| Financial Perspectives, Inc | 500 | $74.7K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 468 | $70.0K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 462 | $69.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 455 | $68.0K | 0.02% | −100−18.0% | Reduced |
| Private Capital Group, LLC | 451 | $67.0K | 0.02% | +16+3.7% | Added |
| Asset Dedication, LLC | 441 | $66.0K | 0.01% | +77+21.2% | 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 |
| Lindbrook Capital, LLC | 413 | $62.0K | 0.02% | +17+4.3% | 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 |
| 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 |
| Cascade Investment Advisors, Inc. | 400 | $59.7K | 0.04% | 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 |
| Trust Co | 381 | $57.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Heritage Wealth Management, LLC | 350 | $52.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 338 | $50.0K | 0.01% | +287+562.7% | Added |
| Wealth Quarterback LLC | 323 | $49.0K | 0.03% | +1+0.3% | Added |
| Pin Oak Investment Advisors Inc | 324 | $48.0K | 0.05% | 00.0% | Unchanged |
| CNB Bank | 305 | $46.0K | 0.03% | 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 |
| WD Rutherford LLC | 293 | $44.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Westside Investment Management, Inc. | 265 | $39.0K | 0.00% | +24+10.0% | Added |
| RWM Asset Management, LLC | 250 | $37.0K | 0.01% | +250 | New |
| IAG Wealth Partners, LLC | 235 | $36.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Webster Bank, N. A. | 228 | $34.0K | 0.00% | +8+3.6% | Added |
| Perkins Coie Trust Co | 216 | $32.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 205 | $31.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 200 | $30.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 200 | $30.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| SRS Capital Advisors, Inc. | 186 | $28.0K | 0.00% | +114+158.3% | Added |
| D'Orazio & Associates, Inc. | 184 | $27.0K | 0.01% | +63+52.1% | Added |
| Bell Investment Advisors, Inc | 184 | $27.0K | 0.01% | +184 | New |
| Lee Financial Co | 175 | $26.0K | 0.01% | −119−40.5% | Reduced |
| Raffa Wealth Management, LLC | 168 | $25.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 165 | $25.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 159 | $23.7K | 0.03% | −170−51.7% | Reduced |
| 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 |
| Disciplined Investments, LLC | 150 | $22.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 144 | $22.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 136 | $20.0K | 0.01% | +66+94.3% | Added |
| 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 |
| Avion Wealth | 120 | $18.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 102 | $15.0K | 0.01% | 00.0% | Unchanged |