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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,378 | $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, Q4 2021
Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WD Rutherford LLC | 293 | $49.0K | 0.02% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $50.0K | 0.01% | – | – |
| Gemmer Asset Management LLC | 301 | $50.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 300 | $50.0K | 0.01% | +135+81.8% | Added |
| RE Dickinson Investment Advisors, LLC | 300 | $50.0K | 0.04% | +300 | New |
| Sandy Cove Advisors, LLC | 300 | $50.0K | 0.04% | +300 | New |
| CNB Bank | 305 | $51.0K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 324 | $54.0K | 0.05% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 325 | $54.0K | 0.03% | +325 | New |
| Disciplined Investments, LLC | 331 | $55.0K | 0.02% | +181+120.7% | Added |
| FinTrust Capital Advisors, LLC | 343 | $57.0K | 0.01% | −112−24.6% | Reduced |
| Lloyd Advisory Services, LLC. | 346 | $58.0K | 0.03% | +346 | New |
| Key Financial Inc | 358 | $60.0K | 0.03% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 364 | $61.0K | 0.03% | +59+19.3% | Added |
| Covestor Ltd | 370 | $62.0K | 0.09% | +370 | New |
| Trust Co | 381 | $64.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 390 | $65.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 391 | $65.0K | 0.03% | +21+5.7% | Added |
| Cascade Investment Advisors, Inc. | 400 | $66.8K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $67.0K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 400 | $67.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 401 | $67.0K | 0.02% | +38+10.5% | Added |
| Creative Financial Designs Inc | 408 | $68.0K | 0.01% | −54−11.7% | Reduced |
| West Branch Capital LLC | 410 | $68.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 410 | $69.0K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 419 | $70.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 421 | $70.0K | 0.01% | +83+24.6% | Added |
| Asset Dedication, LLC | 441 | $74.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 450 | $75.1K | 0.04% | +450 | New |
| CVA Family Office, LLC | 455 | $76.0K | 0.02% | +255+127.5% | Added |
| Accel Wealth Management | 468 | $78.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 469 | $78.0K | 0.01% | +469 | New |
| Geo Capital Gestora de Recursos Ltd | 479 | $80.0K | 0.04% | −6,689−93.3% | Reduced |
| Sargent Bickham Lagudis LLC | 479 | $80.0K | 0.01% | −481−50.1% | Reduced |
| Private Capital Group, LLC | 485 | $81.0K | 0.02% | +34+7.5% | Added |
| O'Dell Group, LLC | 500 | $83.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 499 | $83.0K | 0.03% | +90+22.0% | Added |
| Rather & Kittrell, Inc. | 498 | $83.0K | 0.07% | +498 | New |
| Citizens National Bank Trust Department | 500 | $83.0K | 0.03% | +500 | New |
| Financial Perspectives, Inc | 500 | $83.5K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 509 | $85.0K | 0.06% | −529−51.0% | Reduced |
| Kepos Capital LP | 510 | $85.0K | 0.01% | +510 | New |
| Acadian Asset Management LLC | 527 | $87.0K | 0.00% | +527 | New |
| American National Bank | 530 | $88.0K | 0.02% | −60−10.2% | Reduced |
| Red Cedar Capital, LLC | 525 | $88.0K | 0.05% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 550 | $92.0K | 0.02% | −221−28.7% | Reduced |
| Operose Advisors LLC | 550 | $92.0K | 0.07% | +550 | New |
| Stonebridge Capital Advisors LLC | 554 | $93.0K | 0.01% | +8+1.5% | Added |
| HC Financial Advisors Inc | 579 | $97.0K | 0.05% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 600 | $100.0K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 600 | $100.0K | 0.08% | +300+100.0% | Added |
| Acropolis Investment Management, LLC | 614 | $102.0K | 0.01% | +614 | New |
| Cribstone Capital Management, LLC | 615 | $103.0K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 623 | $104.0K | 0.01% | +33+5.6% | Added |
| Garde Capital, Inc. | 621 | $104.0K | 0.01% | +621 | New |
| Baystate Wealth Management LLC | 628 | $105.0K | 0.01% | +13+2.1% | Added |
| TCI Wealth Advisors, Inc. | 651 | $109.0K | 0.02% | −407−38.5% | Reduced |
| Widmann Financial Services, Inc. | 659 | $109.0K | 0.09% | +659 | New |
| Retirement Planning Co of New England, Inc. | 665 | $111.0K | 0.05% | +665 | New |
| Barrett Asset Management, LLC | 675 | $113.0K | 0.00% | +25+3.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 680 | $113.0K | 0.01% | +291+74.8% | Added |
| Ellis Investment Partners, LLC | 691 | $115.0K | 0.03% | +3+0.4% | Added |
| Robbins Farley LLC | 697 | $116.0K | 0.09% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 696 | $116.2K | 0.04% | +169+32.1% | Added |
| First Community Trust NA | 700 | $116.8K | 0.10% | +700 | New |
| Tradewinds Capital Management, LLC | 700 | $117.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 707 | $118.0K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 726 | $121.0K | 0.04% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 742 | $124.0K | 0.01% | +80+12.1% | Added |
| Lenox Wealth Advisors, LLC | 747 | $125.0K | 0.02% | +6+0.8% | Added |
| Ahrens Investment Partners LLC | 750 | $125.0K | 0.06% | +750 | New |
| Schubert & Co | 750 | $125.0K | 0.13% | +750 | New |
| Logan Capital Management Inc | 756 | $126.0K | 0.01% | +44+6.2% | Added |
| Valley National Advisers Inc | 778 | $130.0K | 0.02% | −13−1.6% | Reduced |
| First Financial Corp | 779 | $130.0K | 0.08% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 785 | $131.0K | 0.02% | −738−48.5% | Reduced |
| Hills Bank & Trust Co | 800 | $134.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 808 | $135.0K | 0.00% | −276−25.5% | Reduced |
| Winch Advisory Services, LLC | 810 | $135.0K | 0.04% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 827 | $138.0K | 0.11% | +1+0.1% | Added |
| Essex Investment Management Co LLC | 827 | $138.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 825 | $138.0K | 0.03% | 00.0% | Unchanged |
| Twin Tree Management, LP | 824 | $138.0K | 0.00% | +824 | New |
| EverSource Wealth Advisors, LLC | 827 | $139.0K | 0.04% | +827 | New |
| Freedman Financial Associates, Inc. | 843 | $141.0K | 0.10% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 850 | $141.0K | 0.00% | +37+4.6% | Added |
| Albion Financial Group | 847 | $141.0K | 0.01% | +721+572.2% | Added |
| C M Bidwell & Associates Ltd | 875 | $146.0K | 0.09% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 901 | $147.0K | 0.01% | +8+0.9% | Added |
| PSI Advisors, LLC | 880 | $147.0K | 0.06% | 00.0% | Unchanged |
| Norwood Financial Corp | 900 | $150.0K | 0.21% | +900 | New |
| Harbor Investment Advisory, LLC | 907 | $151.0K | 0.02% | +62+7.3% | Added |
| Signet Financial Management, LLC | 910 | $152.0K | 0.02% | +910 | New |
| Arlington Partners LLC | 915 | $153.0K | 0.04% | −253−21.7% | Reduced |
| Gables Capital Management Inc. | 919 | $153.0K | 0.09% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 922 | $154.0K | 0.01% | +922 | New |
| Mascoma Wealth Management LLC | 937 | $156.0K | 0.05% | 00.0% | Unchanged |
| M&R Capital Management Inc | 944 | $157.0K | 0.03% | −26−2.7% | Reduced |
| Glassman Wealth Services | 940 | $157.0K | 0.03% | +37+4.1% | Added |
| AllSquare Wealth Management LLC | 945 | $158.0K | 0.09% | 00.0% | Unchanged |