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 |
|---|---|---|---|---|---|
| Eldridge Investment Advisors, Inc. | 3,170 | $529.0K | 0.17% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 3,192 | $533.0K | 0.08% | +2+0.1% | Added |
| Dowling & Yahnke LLC | 3,191 | $533.0K | 0.03% | +709+28.6% | Added |
| Meyer Handelman Co | 3,200 | $534.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 3,208 | $535.0K | 0.02% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 3,209 | $536.0K | 0.01% | −165−4.9% | Reduced |
| Northwest Investment Counselors, LLC | 3,210 | $536.0K | 0.13% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,213 | $536.0K | 0.03% | +49+1.5% | Added |
| RFG Advisory, LLC | 3,220 | $537.0K | 0.04% | +23+0.7% | Added |
| FineMark National Bank & Trust | 3,218 | $537.0K | 0.02% | +3,218 | New |
| Guardian Wealth Advisors, LLC | 3,215 | $537.0K | 0.23% | +3,215 | New |
| Chesapeake Wealth Management | 3,224 | $538.0K | 0.18% | −125−3.7% | Reduced |
| Adell Harriman & Carpenter Inc | 3,234 | $539.8K | 0.05% | +134+4.3% | Added |
| Hyman Charles D | 3,258 | $544.0K | 0.03% | +29+0.9% | Added |
| Lester Murray Antman dba SimplyRich | 3,267 | $545.0K | 0.18% | +222+7.3% | Added |
| Zacks Investment Management | 3,272 | $546.0K | 0.01% | −19,324−85.5% | Reduced |
| Ifrah Financial Services, Inc. | 3,327 | $555.0K | 0.15% | +45+1.4% | Added |
| Principal Street Partners, LLC | 3,332 | $556.0K | 0.13% | −109−3.2% | Reduced |
| Advisor Resource Council | 3,341 | $558.0K | 0.04% | +1,755+110.7% | Added |
| Alethea Capital Management, LLC | 3,350 | $559.0K | 0.49% | −4,940−59.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 3,351 | $559.0K | 0.04% | +538+19.1% | Added |
| Thomasville National Bank | 3,358 | $560.0K | 0.05% | −142−4.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,355 | $560.0K | 0.09% | +3,355 | New |
| Metis Global Partners, LLC | 3,378 | $563.0K | 0.16% | +3,378 | New |
| Teza Capital Management LLC | 3,386 | $565.0K | 0.15% | +3,386 | New |
| Putnam Investments LLC | 3,399 | $567.0K | 0.00% | −117,395−97.2% | Reduced |
| Kercheville Advisors, LLC | 3,400 | $567.0K | 0.25% | +1,800+112.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,405 | $568.0K | 0.08% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 3,401 | $568.0K | 0.51% | +3,401 | New |
| Edge Capital Group, LLC | 3,430 | $572.0K | 0.04% | −4−0.1% | Reduced |
| Conning Inc. | 3,452 | $576.0K | 0.02% | −678−16.4% | Reduced |
| Clearview Wealth Advisors LLC | 3,468 | $579.0K | 0.35% | +206+6.3% | Added |
| Fiera Capital Corp | 3,485 | $581.0K | 0.00% | +625+21.9% | Added |
| Burney Co | 3,490 | $582.0K | 0.03% | −77−2.2% | Reduced |
| Hallmark Capital Management Inc | 3,499 | $584.0K | 0.05% | −100−2.8% | Reduced |
| McDaniel Terry & Co | 3,500 | $584.0K | 0.06% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,638 | $585.0K | 0.48% | +57+1.6% | Added |
| First Hawaiian Bank | 3,517 | $587.0K | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 3,526 | $588.0K | 0.03% | +136+4.0% | Added |
| Successful Portfolios LLC | 3,541 | $591.0K | 0.32% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,540 | $591.0K | 0.02% | +2+0.1% | Added |
| Tokio Marine Asset Management Co Ltd | 3,549 | $592.0K | 0.05% | +247+7.5% | Added |
| J. W. Coons Advisors, LLC | 3,550 | $593.0K | 0.18% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,565 | $596.0K | 0.04% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 3,590 | $599.0K | 0.52% | +3,590 | New |
| 9258 Wealth Management, LLC | 3,593 | $600.0K | 0.14% | +151+4.4% | Added |
| Truvestments Capital LLC | 3,603 | $601.0K | 0.30% | +9+0.3% | Added |
| Graypoint LLC | 3,600 | $601.0K | 0.06% | +90+2.6% | Added |
| Brighton Jones LLC | 3,608 | $602.0K | 0.03% | −787−17.9% | Reduced |
| GeoWealth Management, LLC | 3,615 | $603.0K | 0.05% | +14+0.4% | Added |
| Bessemer Securities LLC | 3,611 | $603.0K | 0.16% | +436+13.7% | Added |
| Minot Wealth Management LLC | 3,620 | $604.0K | 0.12% | −89−2.4% | Reduced |
| Barings LLC | 3,623 | $605.0K | 0.02% | −236−6.1% | Reduced |
| Colonial River Wealth Management, LLC | 3,629 | $606.0K | 0.33% | −9,913−73.2% | Reduced |
| King Wealth | 3,645 | $608.0K | 0.11% | −13−0.4% | Reduced |
| Dividend Assets Capital, LLC | 3,650 | $609.0K | 0.11% | −281−7.1% | Reduced |
| Gladstone Institutional Advisory LLC | 3,687 | $615.0K | 0.05% | +708+23.8% | Added |
| Sentry Investment Management LLC | 3,690 | $616.0K | 0.16% | −5,702−60.7% | Reduced |
| Linscomb & Williams, Inc. | 3,700 | $618.0K | 0.03% | +83+2.3% | Added |
| NCM Capital Management, LLC | 3,725 | $622.0K | 0.55% | +3,725 | New |
| J.W. Cole Advisors, Inc. | 3,733 | $623.0K | 0.04% | −168−4.3% | Reduced |
| Biltmore Family Office, LLC | 3,745 | $625.0K | 0.12% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 3,775 | $630.0K | 0.22% | −876−18.8% | Reduced |
| Geneva Partners, LLC | 3,775 | $630.0K | 0.31% | −70−1.8% | Reduced |
| NEXT Financial Group, Inc | 3,782 | $631.0K | 0.04% | +522+16.0% | Added |
| Freestone Capital Holdings, LLC | 3,793 | $633.0K | 0.03% | +981+34.9% | Added |
| Navalign, LLC | 3,801 | $634.0K | 0.25% | −304−7.4% | Reduced |
| Bluesphere Advisors, LLC | 3,807 | $635.0K | 0.53% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 3,813 | $636.0K | 0.11% | −751−16.5% | Reduced |
| Guardian Capital Advisors LP | 4,000 | $638.0K | 0.06% | −2,525−38.7% | Reduced |
| Moneta Group Investment Advisors LLC | 3,823 | $638.0K | 0.03% | +917+31.6% | Added |
| Cahaba Wealth Management, Inc. | 3,843 | $641.0K | 0.09% | +41+1.1% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 3,842 | $641.0K | 0.21% | +3,842 | New |
| Orion Portfolio Solutions, LLC | 3,845 | $642.0K | 0.02% | +73+1.9% | Added |
| Advisory Alpha, LLC | 3,873 | $646.0K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,879 | $647.0K | 0.01% | +30+0.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,884 | $648.0K | 0.03% | +488+14.4% | Added |
| Paradigm Asset Management Co LLC | 3,900 | $650.9K | 0.16% | −500−11.4% | Reduced |
| Notis-McConarty Edward | 3,900 | $651.0K | 0.22% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,900 | $651.0K | 0.53% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,912 | $653.0K | 0.07% | −218−5.3% | Reduced |
| Deseret Mutual Benefit Administrators | 3,912 | $653.0K | 0.11% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,890 | $655.0K | 0.06% | +3,890 | New |
| ARGI Investment Services, LLC | 3,940 | $658.0K | 0.02% | −11−0.3% | Reduced |
| Univest Financial Corp | 3,953 | $660.0K | 0.17% | −385−8.9% | Reduced |
| CPR Investments Inc. | 3,973 | $663.0K | 0.48% | +3,973 | New |
| Nikulski Financial, Inc. | 3,980 | $664.0K | 0.28% | −290−6.8% | Reduced |
| JT Stratford LLC | 3,979 | $664.0K | 0.18% | −89−2.2% | Reduced |
| Hunter Associates Investment Management LLC | 4,000 | $668.0K | 0.19% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,009 | $669.0K | 0.01% | +69+1.8% | Added |
| Smith, Moore & Co. | 4,015 | $670.0K | 0.09% | −75−1.8% | Reduced |
| Equitable Trust Co | 4,029 | $672.0K | 0.04% | −637−13.7% | Reduced |
| High Net Worth Advisory Group LLC | 4,039 | $674.0K | 0.24% | +4,039 | New |
| Hilltop Holdings Inc. | 4,069 | $680.0K | 0.07% | +188+4.8% | Added |
| Quadrant Capital Group LLC | 4,080 | $681.0K | 0.08% | +1,487+57.3% | Added |
| Appleton Partners Inc | 4,097 | $684.0K | 0.05% | 00.0% | Unchanged |
| Clare Market Investments LLC | 4,109 | $685.8K | 0.19% | +13+0.3% | Added |
| Regatta Capital Group, LLC | 4,109 | $686.0K | 0.24% | +4,109 | New |
| RSM US Wealth Management LLC | 4,120 | $688.0K | 0.03% | −22−0.5% | Reduced |
| Norris Perne & French LLP | 4,185 | $698.0K | 0.05% | −486−10.4% | Reduced |