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Livermore
Livermore
ZHEN

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, Q4 2021

Institutional positions in Waste Management Inc as of Dec 31, 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
1,700
+175 vs. Q3 2021
Shares held
317.0M
+1.94M (+0.6%) vs. Q3 2021
Total value
$52.8B
+$5.75B (+12.2%) vs. Q3 2021
New holders
245
592 more added
Sold out
70
570 more reduced

26 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 1,700 institutions
Q1 2021: 1,493 institutionsQ2 2021: 1,526 institutionsQ3 2021: 1,551 institutionsQ4 2021: 1,700 institutionsQ1 2022: 1,665 institutionsQ2 2022: 1,678 institutionsQ3 2022: 1,695 institutionsQ4 2022: 1,741 institutionsQ1 2023: 1,737 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,751 institutionsQ4 2023: 1,875 institutionsQ1 2024: 1,976 institutionsQ2 2024: 2,007 institutionsQ3 2024: 1,999 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,234 institutionsQ3 2025: 2,180 institutionsQ4 2025: 2,325 institutionsQ1 2026: 2,375 institutionsQ2 2026: 2,378 institutions
Value heldQ4 2021: $52.8B
Q1 2021: $41.1BQ2 2021: $44.4BQ3 2021: $47.1BQ4 2021: $52.8BQ1 2022: $49.8BQ2 2022: $47.7BQ3 2022: $52.8BQ4 2022: $51.1BQ1 2023: $53.7BQ2 2023: $56.4BQ3 2023: $49.5BQ4 2023: $58.4BQ1 2024: $69.3BQ2 2024: $69.2BQ3 2024: $66.7BQ4 2024: $66.0BQ1 2025: $75.2BQ2 2025: $74.6BQ3 2025: $70.8BQ4 2025: $72.1BQ1 2026: $75.7BQ2 2026: $74.1B
Institutions holding WM and their total value by quarter
QuarterHoldersValue
Q2 20262,378$74.1B
Q1 20262,375$75.7B
Q4 20252,325$72.1B
Q3 20252,180$70.8B
Q2 20252,234$74.6B
Q1 20252,207$75.2B
Q4 20242,134$66.0B
Q3 20241,999$66.7B
Q2 20242,007$69.2B
Q1 20241,976$69.3B
Q4 20231,875$58.4B
Q3 20231,751$49.5B
Q2 20231,775$56.4B
Q1 20231,737$53.7B
Q4 20221,741$51.1B
Q3 20221,695$52.8B
Q2 20221,678$47.7B
Q1 20221,665$49.8B
Q4 20211,700$52.8B
Q3 20211,551$47.1B
Q2 20211,526$44.4B
Q1 20211,493$41.1B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q3 2021.

Institutions holding WM in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Meeder Asset Management Inc1$00.00%−5,392−100.0%Reduced
WestEnd Advisors, LLC2$3330.00%––
Laffer Tengler Investments5$8470.00%00.0%Unchanged
Bellwether Advisors, LLC7$1.00K0.00%00.0%Unchanged
Activest Wealth Management3$1.00K0.00%00.0%Unchanged
JJJ Advisors Inc.3$1.00K0.00%00.0%Unchanged
Raleigh Capital Management Inc.3$1.00K0.00%+3New
Archer Investment Corp8$1.33K0.00%+8New
Avion Wealth12$2.00K0.00%−108−90.0%Reduced
First National Bank of South Miami12$2.00K0.00%00.0%Unchanged
Hoese & Co LLP12$2.00K0.00%00.0%Unchanged
Corbenic Partners LLC10$2.00K0.00%00.0%Unchanged
Crescent Capital Consulting, LLC10$2.00K0.00%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC16$2.67K0.00%00.0%Unchanged
ClariVest Asset Management LLC20$3.00K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC26$4.00K0.00%00.0%Unchanged
Copeland Capital Management, LLC21$4.00K0.00%00.0%Unchanged
First Bank & Trust22$4.00K0.00%+22New
Aquire Wealth Advisors, LLC23$4.00K0.00%+23New
Standard Family Office LLC24$4.00K0.04%+24New
Stephens Consulting, LLC27$4.51K0.00%+27New
Laurel Wealth Advisors LLC31$5.00K0.00%00.0%Unchanged
West Bancorporation Inc32$5.00K0.00%+32New
Elmwood Wealth Management, Inc.30$5.00K0.00%+30New
USA Financial Portformulas Corp36$6.00K0.01%00.0%Unchanged
Ten Capital Wealth Advisors, LLC36$6.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC34$6.00K0.00%+34New
Legacy Bridge, LLC40$7.00K0.00%00.0%Unchanged
Hoey Investments, Inc42$7.00K0.00%+42New
Peoples Financial Services Corp.46$8.00K0.00%00.0%Unchanged
Pacific Center for Financial Services48$8.00K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC49$8.00K0.00%00.0%Unchanged
State of Wyoming48$8.00K0.00%+1+2.1%Added
Rockbridge Investment Management, LCC46$8.00K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC50$8.00K0.00%00.0%Unchanged
Laurel Wealth Planning LLC50$8.00K0.01%00.0%Unchanged
Atlas Capital Advisors LLC55$9.18K0.00%00.0%Unchanged
Barnett & Company, Inc.60$10.0K0.01%+60New
Ritter Daniher Financial Advisory, LLC66$11.0K0.01%+66New
Curi Capital69$11.0K0.00%+69New
William Allan, LLC65$11.0K0.01%+65New
Kessler Investment Group, LLC74$12.0K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC70$12.0K0.00%+70New
Evermay Wealth Management LLC80$13.0K0.00%00.0%Unchanged
Lake Point Wealth Management77$13.0K0.01%00.0%Unchanged
Cordasco Financial Network78$13.0K0.01%+78New
WFA Asset Management Corp100$13.5K0.01%+100New
Financial Management Professionals, Inc.85$14.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC81$14.0K0.00%00.0%Unchanged
Proffitt & Goodson Inc96$16.0K0.00%00.0%Unchanged
Cutler Group LP100$16.0K0.00%00.0%Unchanged
FSB Premier Wealth Management, Inc.96$16.0K0.01%+96New
Lowe Wealth Advisors, LLC102$17.0K0.01%00.0%Unchanged
Focused Wealth Management, Inc102$17.0K0.00%00.0%Unchanged
Bogart Wealth, LLC102$17.0K0.00%00.0%Unchanged
PrairieView Partners, LLC100$17.0K0.00%00.0%Unchanged
Aspire Private Capital, LLC104$17.0K0.01%+99+1,980.0%Added
Smith Group Asset Management, LLC100$17.0K0.00%+100New
Motco115$19.0K0.00%−122−51.5%Reduced
Cassady Schiller Wealth Management, LLC111$19.0K0.01%+111New
Country Trust Bank118$20.0K0.00%−11−8.5%Reduced
Bank Julius Baer & Co. Ltd, Zurich121$20.0K0.00%+70+137.3%Added
PFS Partners, LLC120$20.0K0.01%+120New
Endurance Wealth Management, Inc.125$21.0K0.00%00.0%Unchanged
Tarbox Family Office, Inc.124$21.0K0.00%00.0%Unchanged
Private Ocean, LLC126$21.0K0.00%00.0%Unchanged
Gould Capital, LLC125$21.0K0.01%+125New
JNBA Financial Advisors144$24.0K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.148$25.0K0.02%+148New
Steward Financial Group LLC150$25.0K0.02%+150New
McClarren Financial Advisors, Inc.160$27.0K0.02%+1+0.6%Added
Amplius Wealth Advisors, LLC162$27.0K0.00%+162New
Total Clarity Wealth Management, Inc.170$28.0K0.01%−251−59.6%Reduced
Raffa Wealth Management, LLC168$28.0K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.186$31.0K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC193$32.0K0.02%+1+0.5%Added
Perkins Coie Trust Co200$33.0K0.01%−16−7.4%Reduced
Duncker Streett & Co Inc200$33.0K0.01%00.0%Unchanged
Earnest Partners LLC200$33.0K0.00%00.0%Unchanged
TD Capital Management LLC205$34.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.206$34.0K0.01%+70+51.5%Added
KB Financial Partners, LLC202$34.0K0.01%+202New
Addison Advisors LLC214$36.0K0.02%+214New
Webster Bank, N. A.220$37.0K0.00%−8−3.5%Reduced
Bell Investment Advisors, Inc220$37.0K0.01%+36+19.6%Added
James Reed Financial Services, Inc.225$37.0K0.04%+225New
IAG Wealth Partners, LLC235$39.0K0.01%00.0%Unchanged
Annapolis Financial Services, LLC232$39.0K0.01%00.0%Unchanged
RWM Asset Management, LLC250$42.0K0.01%00.0%Unchanged
Atticus Wealth Management, LLC255$43.0K0.02%−577−69.4%Reduced
Loomis Sayles & Co L P255$43.0K0.00%−33−11.5%Reduced
Westside Investment Management, Inc.265$44.0K0.00%00.0%Unchanged
Seldon Capital LP262$44.0K0.03%+262New
Pacifica Partners Inc.281$46.0K0.03%00.0%Unchanged
Quent Capital, LLC277$46.0K0.01%+277New
Johnson Midwest Financial, LLC284$47.0K0.04%+284New
TAP Consulting, LLC279$47.0K0.01%+279New
Fortitude Advisory Group L.L.C.281$47.0K0.02%+281New
Rise Advisors, LLC283$47.3K0.05%+283New
Larson Financial Group LLC289$48.0K0.01%00.0%Unchanged