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 |
|---|---|---|---|---|---|
| Woodward Diversified Capital, LLC | 1,440 | $240.0K | 0.14% | −8−0.6% | Reduced |
| Berkeley Capital Partners, LLC | 1,441 | $240.0K | 0.10% | +1,441 | New |
| Headinvest, LLC | 1,443 | $241.0K | 0.04% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 1,664 | $241.0K | 0.25% | +1,664 | New |
| Selective Wealth Management, Inc. | 1,459 | $244.0K | 0.10% | −36−2.4% | Reduced |
| Wealth Management Associates, Inc. | 1,462 | $244.0K | 0.13% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 1,468 | $245.0K | 0.05% | −32−2.1% | Reduced |
| 6 Meridian | 1,473 | $246.0K | 0.02% | +9+0.6% | Added |
| Financial Engines Advisors L.L.C. | 1,472 | $246.0K | 0.00% | +1,472 | New |
| Hilton Capital Management, LLC | 1,471 | $246.0K | 0.02% | +1,471 | New |
| Kalos Management, Inc. | 1,645 | $247.0K | 0.07% | +63+4.0% | Added |
| MBB Public Markets I LLC | 1,477 | $247.0K | 0.00% | +1,477 | New |
| Boenning & Scattergood, Inc. | 1,485 | $248.0K | 0.04% | −1,000−40.2% | Reduced |
| Courier Capital LLC | 1,485 | $248.0K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,622 | $249.0K | 0.04% | +5+0.3% | Added |
| Janney Capital Management LLC | 1,489 | $249.0K | 0.02% | −4−0.3% | Reduced |
| Merrion Investment Management Co, LLC | 1,500 | $250.0K | 0.18% | 00.0% | Unchanged |
| HC Advisors, LLC | 1,500 | $250.0K | 0.15% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 1,498 | $250.0K | 0.06% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,500 | $250.0K | 0.12% | 00.0% | Unchanged |
| Corsicana & Co. | 1,498 | $250.0K | 0.15% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,495 | $250.0K | 0.03% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,496 | $250.0K | 0.08% | +3+0.2% | Added |
| Alps Advisors Inc | 1,505 | $251.0K | 0.00% | +1,505 | New |
| Pinnacle Private Wealth, LLC | 1,502 | $251.0K | 0.08% | +1,502 | New |
| Quaker Wealth Management, LLC | 1,508 | $252.0K | 0.11% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,507 | $252.0K | 0.13% | 00.0% | Unchanged |
| Cypress Capital Group | 1,508 | $252.0K | 0.03% | +1,508 | New |
| S.E.E.D. Planning Group LLC | 1,516 | $253.0K | 0.11% | −40−2.6% | Reduced |
| BDO Wealth Advisors, LLC | 1,516 | $253.0K | 0.03% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,515 | $253.0K | 0.04% | +55+3.8% | Added |
| Concord Wealth Partners | 1,515 | $253.0K | 0.06% | +614+68.1% | Added |
| Capital International Inc | 1,526 | $255.0K | 0.00% | −19−1.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 1,535 | $256.0K | 0.02% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,547 | $258.0K | 0.03% | +1,547 | New |
| First Command Bank | 1,737 | $259.0K | 0.04% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 1,549 | $259.0K | 0.00% | −75−4.6% | Reduced |
| Wilkinson Global Asset Management LLC | 1,550 | $259.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,550 | $259.0K | 0.08% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,572 | $262.0K | 0.06% | −1,057−40.2% | Reduced |
| O'Rourke & Company, Inc | 1,577 | $263.0K | 0.18% | +1,577 | New |
| Advisory Resource Group | 1,757 | $264.0K | 0.09% | +1+0.1% | Added |
| Maryland Capital Management | 1,580 | $264.0K | 0.01% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,584 | $264.0K | 0.05% | +19+1.2% | Added |
| Bar Harbor Trust Services | 1,585 | $265.0K | 0.07% | −210−11.7% | Reduced |
| Private Capital Management LLC | 1,595 | $266.0K | 0.09% | +68+4.5% | Added |
| Round Table Services, LLC | 1,600 | $267.0K | 0.05% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 1,600 | $267.0K | 0.06% | 00.0% | Unchanged |
| Bridgeworth, LLC | 1,613 | $269.0K | 0.06% | +225+16.2% | Added |
| Insight Wealth Partners, LLC | 1,609 | $269.0K | 0.15% | +1,609 | New |
| NBT Bank N A | 1,620 | $270.0K | 0.03% | −435−21.2% | Reduced |
| Page Arthur B | 1,615 | $270.0K | 0.19% | −400−19.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,628 | $272.0K | 0.08% | +79+5.1% | Added |
| Goelzer Investment Management, Inc. | 1,630 | $272.0K | 0.02% | +205+14.4% | Added |
| Golden State Equity Partners | 1,639 | $274.0K | 0.14% | −241−12.8% | Reduced |
| Paragon Capital Management Ltd | 1,644 | $274.0K | 0.04% | +2+0.1% | Added |
| First Midwest Bank Trust Division | 1,647 | $275.0K | 0.04% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,662 | $277.0K | 0.16% | −914−35.5% | Reduced |
| First Manhattan Co | 1,663 | $277.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,672 | $279.0K | 0.04% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 1,680 | $280.0K | 0.20% | +60+3.7% | Added |
| Trail Ridge Investment Advisors, LLC | 1,678 | $280.0K | 0.17% | +1,678 | New |
| Keudell/Morrison Wealth Management | 1,685 | $281.0K | 0.11% | −91−5.1% | Reduced |
| Bruderman Asset Management, LLC | 1,682 | $281.0K | 0.21% | +2+0.1% | Added |
| Quantum Private Wealth, LLC | 1,687 | $281.0K | 0.11% | +1,687 | New |
| Clearstead Advisors, LLC | 1,689 | $282.0K | 0.02% | +74+4.6% | Added |
| True Link Financial Advisors, LLC | 735 | $283.0K | 0.04% | −111−13.1% | Reduced |
| Bickling Financial Services, Inc. | 1,698 | $283.0K | 0.14% | +5+0.3% | Added |
| Ridgewood Investments LLC | 1,702 | $284.0K | 0.18% | 00.0% | Unchanged |
| Highland Private Wealth Management | 1,701 | $284.0K | 0.04% | +48+2.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,700 | $284.0K | 0.14% | +100+6.3% | Added |
| Foundations Investment Advisors, LLC | 1,780 | $284.0K | 0.01% | +397+28.7% | Added |
| Strategic Blueprint, LLC | 1,702 | $284.0K | 0.04% | +1,702 | New |
| Deuterium Capital Management, LLC | 1,701 | $284.0K | 0.42% | +1,701 | New |
| DuPont Capital Management Corp | 1,706 | $285.0K | 0.01% | −1,013−37.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,711 | $286.0K | 0.14% | +104+6.5% | Added |
| Balasa Dinverno & Foltz LLC | 1,713 | $286.0K | 0.02% | +132+8.3% | Added |
| WealthPLAN Partners, LLC | 1,908 | $287.0K | 0.02% | −14−0.7% | Reduced |
| Marcum Wealth, LLC | 1,722 | $287.0K | 0.04% | −205−10.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,725 | $288.0K | 0.19% | −50−2.8% | Reduced |
| Investors Research Corp | 1,733 | $289.0K | 0.09% | 00.0% | Unchanged |
| Forest Hill Capital, LLC | 1,730 | $289.0K | 0.08% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 1,779 | $290.0K | 0.08% | −78−4.2% | Reduced |
| First Command Financial Services, Inc. | 1,737 | $290.0K | 0.04% | 00.0% | Unchanged |
| Bollard Group LLC | 1,735 | $290.0K | 0.01% | +6+0.3% | Added |
| Clear Perspective Advisors, LLC | 1,744 | $291.0K | 0.09% | −256−12.8% | Reduced |
| Boston Trust Walden Corp | 1,743 | $291.0K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,742 | $291.0K | 0.10% | +20+1.2% | Added |
| Southland Equity Partners LLC | 1,749 | $291.9K | 0.12% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 1,750 | $292.0K | 0.03% | −200−10.3% | Reduced |
| Parkside Financial Bank & Trust | 1,755 | $293.0K | 0.07% | −421−19.3% | Reduced |
| TNF LLC | 1,872 | $293.0K | 0.12% | −50−2.6% | Reduced |
| Auxier Asset Management | 1,757 | $293.0K | 0.05% | −25−1.4% | Reduced |
| Pinnacle Bancorp, Inc. | 1,762 | $294.0K | 0.10% | −65−3.6% | Reduced |
| Altavista Wealth Management, Inc. | 1,764 | $294.0K | 0.06% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,764 | $294.0K | 0.06% | +6+0.3% | Added |
| Wimmer Associates 1, LLC | 1,770 | $295.0K | 0.16% | −5−0.3% | Reduced |
| Harvest Fund Management Co., Ltd | 1,784 | $295.0K | 0.05% | +1,784 | New |
| Winton Group Ltd | 1,773 | $296.0K | 0.02% | −5,539−75.8% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 1,784 | $298.0K | 0.12% | +28+1.6% | Added |