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 |
|---|---|---|---|---|---|
| Fairhaven Wealth Management, LLC | 2,294 | $383.0K | 0.15% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,312 | $385.0K | 0.01% | +14+0.6% | Added |
| Somerville Kurt F | 2,330 | $388.0K | 0.05% | −60−2.5% | Reduced |
| Centaurus Financial, Inc. | 2,334 | $390.0K | 0.03% | +343+17.2% | Added |
| Cutter & CO Brokerage, Inc. | 2,344 | $391.0K | 0.11% | +163+7.5% | Added |
| Abbrea Capital, LLC | 2,358 | $394.0K | 0.05% | +455+23.9% | Added |
| Rockland Trust Co | 2,355 | $394.0K | 0.03% | +2,355 | New |
| Woodstock Corp | 2,365 | $395.0K | 0.04% | −39−1.6% | Reduced |
| Alera Investment Advisors, LLC | 2,368 | $395.0K | 0.11% | +4+0.2% | Added |
| Roman Butler Fullerton & Co | 2,378 | $397.0K | 0.18% | +3+0.1% | Added |
| Verdence Capital Advisors LLC | 2,378 | $397.0K | 0.05% | +81+3.5% | Added |
| Vigilare Wealth Management | 2,380 | $397.0K | 0.23% | +2,380 | New |
| Good Life Advisors, LLC | 2,396 | $400.0K | 0.05% | +267+12.5% | Added |
| Intact Investment Management Inc. | 2,400 | $401.0K | 0.01% | −400−14.3% | Reduced |
| Ballentine Partners, LLC | 2,411 | $402.0K | 0.01% | +2+0.1% | Added |
| Parsons Capital Management Inc | 2,420 | $404.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,430 | $405.0K | 0.08% | +413+20.5% | Added |
| Pitcairn Co | 2,453 | $409.0K | 0.03% | −49−2.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,450 | $409.0K | 0.31% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 2,000 | $410.0K | 0.28% | −455−18.5% | Reduced |
| Fort Point Capital Partners LLC | 2,465 | $411.0K | 0.06% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 2,463 | $411.0K | 0.11% | +26+1.1% | Added |
| Canandaigua National Corp | 2,471 | $412.0K | 0.06% | +532+27.4% | Added |
| Simmons Bank | 2,475 | $413.0K | 0.03% | −32−1.3% | Reduced |
| HM Payson & Co | 2,479 | $414.0K | 0.01% | 00.0% | Unchanged |
| Terry L. Blaker | 2,488 | $415.0K | 0.03% | −665−21.1% | Reduced |
| Gryphon Financial Partners LLC | 2,493 | $416.0K | 0.08% | −33−1.3% | Reduced |
| Jupiter Wealth Management LLC | 2,500 | $417.0K | 0.22% | 00.0% | Unchanged |
| Parthenon LLC | 2,500 | $417.0K | 0.06% | −100−3.8% | Reduced |
| Riverbridge Partners LLC | 2,500 | $417.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 2,526 | $422.0K | 0.02% | −281−10.0% | Reduced |
| Aptus Capital Advisors, LLC | 2,536 | $423.0K | 0.01% | −707−21.8% | Reduced |
| Contravisory Investment Management, Inc. | 2,547 | $425.0K | 0.11% | +2,547 | New |
| Retirement Group, LLC | 2,581 | $431.0K | 0.19% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 2,588 | $432.0K | 0.26% | −40−1.5% | Reduced |
| Corundum Group, Inc. | 2,587 | $432.0K | 0.28% | +339+15.1% | Added |
| Transcend Wealth Collective, LLC | 2,593 | $433.0K | 0.04% | +15+0.6% | Added |
| Bill Few Associates, Inc. | 2,600 | $434.0K | 0.22% | +2,600 | New |
| Garrett Investment Advisors LLC | 2,626 | $438.0K | 0.11% | +514+24.3% | Added |
| Jones Financial Companies LLLP | 2,624 | $438.0K | 0.00% | +2,089+390.5% | Added |
| CWM Advisors, LLC | 2,632 | $439.0K | 0.05% | +6+0.2% | Added |
| Perpetual Investment Management Ltd | 2,632 | $439.0K | 0.05% | +143+5.7% | Added |
| KRS Capital Management, LLC | 2,635 | $439.0K | 0.38% | +2,635 | New |
| First National Bank of Mount Dora, Trust Investment Services | 2,640 | $440.0K | 0.13% | 00.0% | Unchanged |
| Engine No. 1 LLC | 2,634 | $440.0K | 0.09% | +555+26.7% | Added |
| First Nebraska Trust Co | 2,645 | $441.5K | 0.05% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 2,648 | $442.0K | 0.06% | −962−26.6% | Reduced |
| Hohimer Wealth Management, LLC | 2,650 | $442.0K | 0.09% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 2,663 | $445.0K | 0.04% | +2,663 | New |
| Gs Investments, Inc. | 2,675 | $446.0K | 0.22% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 2,671 | $446.0K | 0.02% | +21+0.8% | Added |
| Van Cleef Asset Management,Inc | 2,693 | $449.0K | 0.06% | −3,078−53.3% | Reduced |
| WESPAC Advisors, LLC | 2,691 | $449.0K | 0.30% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 2,697 | $450.0K | 0.04% | +2,697 | New |
| StoneX Group Inc. | 2,698 | $450.4K | 0.05% | −88−3.2% | Reduced |
| Intrua Financial, LLC | 2,700 | $451.0K | 0.08% | −93−3.3% | Reduced |
| First National Bank Sioux Falls | 2,704 | $451.0K | 0.48% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 2,703 | $451.0K | 0.12% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2,712 | $453.0K | 0.04% | +32+1.2% | Added |
| Oakworth Capital, Inc. | 2,733 | $456.0K | 0.04% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,730 | $456.0K | 0.03% | +26+1.0% | Added |
| 1832 Asset Management L.P. | 2,744 | $458.0K | 0.00% | −74,085−96.4% | Reduced |
| Bank of Stockton | 2,771 | $462.0K | 0.14% | −24−0.9% | Reduced |
| Altium Wealth Management LLC | 2,797 | $467.0K | 0.03% | +60+2.2% | Added |
| Walter & Keenan Financial Consulting Co | 2,807 | $468.0K | 0.15% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 2,811 | $469.0K | 0.18% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,809 | $469.0K | 0.24% | +2,809 | New |
| Insight Folios Inc | 2,816 | $470.0K | 0.22% | +219+8.4% | Added |
| AdvisorNet Financial, Inc | 2,826 | $472.0K | 0.03% | +591+26.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,833 | $473.0K | 0.31% | +25+0.9% | Added |
| Latitude Advisors, LLC | 2,848 | $475.0K | 0.13% | +6+0.2% | Added |
| Central Bank & Trust Co | 2,888 | $482.0K | 0.07% | −172−5.6% | Reduced |
| Mechanics Financial Corp | 2,905 | $485.0K | 0.23% | +2,905 | New |
| Community Bank, N.A. | 2,917 | $487.0K | 0.06% | +60+2.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,925 | $488.0K | 0.16% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,908 | $488.0K | 0.39% | +2,908 | New |
| Evanson Asset Management, LLC | 2,940 | $491.0K | 0.04% | −550−15.8% | Reduced |
| KWB Wealth | 2,953 | $493.0K | 0.08% | +7+0.2% | Added |
| SBB Research Group LLC | 2,972 | $496.0K | 0.07% | +2,972 | New |
| Summit Financial Wealth Advisors, LLC | 3,034 | $498.0K | 0.10% | −150−4.7% | Reduced |
| CMG Global Holdings, LLC | 2,990 | $499.0K | 0.32% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,991 | $499.0K | 0.01% | +5+0.2% | Added |
| Rbo & Co LLC | 3,000 | $501.0K | 0.08% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 3,007 | $502.0K | 0.11% | −95−3.1% | Reduced |
| Clarius Group, LLC | 3,037 | $507.0K | 0.04% | +91+3.1% | Added |
| XTX Topco Ltd | 3,045 | $508.0K | 0.29% | +3,045 | New |
| Steel Peak Wealth Management LLC | 3,059 | $511.0K | 0.03% | 00.0% | Unchanged |
| Morton Capital Management LLC | 3,064 | $511.4K | 0.21% | +3,064 | New |
| Boston Research & Management Inc | 3,090 | $515.0K | 0.14% | 00.0% | Unchanged |
| Country Club Trust Company, n.a. | 3,125 | $518.0K | 0.04% | −25−0.8% | Reduced |
| Sawyer & Company, Inc | 3,105 | $518.0K | 0.22% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,108 | $519.0K | 0.05% | −140−4.3% | Reduced |
| Shoker Investment Counsel, Inc. | 3,115 | $519.0K | 0.24% | +4+0.1% | Added |
| Shepherd Financial Partners LLC | 3,107 | $519.0K | 0.09% | +15+0.5% | Added |
| Manchester Capital Management LLC | 3,115 | $520.0K | 0.07% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 3,120 | $521.0K | 0.04% | +50+1.6% | Added |
| Lakeview Capital Partners, LLC | 3,136 | $523.0K | 0.31% | −204−6.1% | Reduced |
| First National Bank of Hutchinson | 3,140 | $524.0K | 0.30% | +102+3.4% | Added |
| MONECO Advisors, LLC | 3,597 | $527.0K | 0.20% | +70+2.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,160 | $527.0K | 0.15% | +48+1.5% | Added |