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; 2,379 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 | 2,379 | $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 |
|---|---|---|---|---|---|
| SL Advisors, LLC | 4,188 | $699.0K | 1.72% | −197−4.5% | Reduced |
| Cypress Asset Management Inc | 4,205 | $702.0K | 0.17% | −10−0.2% | Reduced |
| Orleans Capital Management Corp | 4,217 | $704.0K | 0.40% | +100+2.4% | Added |
| Sonen Capital LLC | 4,231 | $706.0K | 0.68% | +4,231 | New |
| Silvercrest Asset Management Group LLC | 4,245 | $708.0K | 0.00% | −11−0.3% | Reduced |
| Aberdeen Wealth Management LLC | 4,250 | $709.0K | 0.46% | −30−0.7% | Reduced |
| MMBG Investment Advisors Co. | 4,260 | $711.0K | 0.07% | +4,260 | New |
| Buckingham Strategic Partners | 4,271 | $713.0K | 0.15% | +4,271 | New |
| Ipswich Investment Management Co., Inc. | 4,300 | $718.0K | 0.17% | 00.0% | Unchanged |
| Tradewinds, LLC. | 4,019 | $719.8K | 0.85% | +4,019 | New |
| Stonnington Group, LLC | 4,524 | $721.0K | 0.16% | +700+18.3% | Added |
| Wulff, Hansen & Co. | 4,318 | $721.0K | 0.62% | +4,318 | New |
| Shell Asset Management Co | 4,351 | $726.0K | 0.01% | −173−3.8% | Reduced |
| Gyon Technologies Capital Management, LP | 4,369 | $729.0K | 0.13% | +1,389+46.6% | Added |
| Wesbanco Bank Inc | 4,374 | $730.0K | 0.03% | +109+2.6% | Added |
| Montecito Bank & Trust | 4,372 | $730.0K | 0.13% | +293+7.2% | Added |
| Strategic Wealth Partners, Ltd. | 4,386 | $732.0K | 0.14% | +12+0.3% | Added |
| Jeppson Wealth Management, LLC | 4,436 | $740.0K | 0.36% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 4,442 | $741.0K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 4,440 | $741.0K | 0.30% | +31+0.7% | Added |
| Madison Asset Management, LLC | 4,444 | $742.0K | 0.01% | −1,318−22.9% | Reduced |
| Meridian Financial, LLC | 4,467 | $745.6K | 0.70% | +4,467 | New |
| FORA Capital, LLC | 4,467 | $746.0K | 0.29% | +4,467 | New |
| EP Wealth Advisors, LLC | 4,510 | $753.0K | 0.02% | −545−10.8% | Reduced |
| Fulton Bank, N.A. | 4,513 | $753.0K | 0.03% | +69+1.6% | Added |
| Ambassador Advisors, LLC | 4,528 | $755.0K | 0.14% | −917−16.8% | Reduced |
| Prospera Financial Services Inc | 4,532 | $757.0K | 0.03% | −308−6.4% | Reduced |
| Perritt Capital Management Inc | 4,568 | $762.0K | 0.39% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 4,578 | $764.0K | 0.01% | +296+6.9% | Added |
| Boston Financial Mangement LLC | 4,581 | $765.0K | 0.03% | +4+0.1% | Added |
| Fosun International Ltd | 4,610 | $767.0K | 0.04% | −1,430−23.7% | Reduced |
| XML Financial, LLC | 4,595 | $767.0K | 0.09% | +10.0% | Added |
| MidWestOne Financial Group, Inc. | 4,596 | $767.0K | 0.16% | +120+2.7% | Added |
| Tributary Capital Management, LLC | 4,600 | $768.0K | 0.06% | −175−3.7% | Reduced |
| Mark Stevens | 4,599 | $768.0K | 0.08% | +260+6.0% | Added |
| Lombard Odier Asset Management (USA) Corp | 4,600 | $768.0K | 0.11% | +4,600 | New |
| Chicago Trust Co NA | 4,609 | $769.0K | 0.15% | +250+5.7% | Added |
| South State Corp. | 4,639 | $775.0K | 0.06% | +115+2.5% | Added |
| WealthTrust Axiom LLC | 4,658 | $777.0K | 0.25% | 00.0% | Unchanged |
| Castleview Partners, LLC | 130,015 | $779.0K | 0.01% | +130,015 | New |
| Rafferty Asset Management, LLC | 4,692 | $783.0K | 0.00% | −1,562−25.0% | Reduced |
| Quantitative Investment Management, LLC | 4,708 | $785.0K | 0.11% | +4,708 | New |
| Bryn Mawr Trust Co | 4,704 | $786.0K | 0.03% | −558−10.6% | Reduced |
| Orrstown Financial Services Inc | 4,945 | $788.0K | 1.20% | −192−3.7% | Reduced |
| CSM Advisors, LLC | 4,719 | $788.0K | 0.05% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 4,719 | $788.0K | 0.13% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 4,728 | $789.0K | 0.05% | +4,728 | New |
| Verition Fund Management LLC | 4,742 | $791.0K | 0.01% | +4,742 | New |
| Trustcore Financial Services, LLC | 4,743 | $792.0K | 0.09% | −100−2.1% | Reduced |
| Bank Ozk | 4,780 | $797.0K | 0.32% | −190−3.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,787 | $799.0K | 0.19% | +53+1.1% | Added |
| Pinebridge Investments, L.P. | 4,794 | $800.0K | 0.01% | −117−2.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,833 | $807.0K | 0.05% | −2,700−35.8% | Reduced |
| Level Four Advisory Services, LLC | 4,866 | $812.0K | 0.06% | +316+6.9% | Added |
| Avantax Planning Partners, Inc. | 4,889 | $816.0K | 0.03% | +68+1.4% | Added |
| IMS Capital Management | 4,902 | $818.0K | 0.42% | +3+0.1% | Added |
| One Capital Management, LLC | 4,903 | $818.0K | 0.06% | +3,261+198.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 4,937 | $824.0K | 0.05% | +4,937 | New |
| Barbara Oil Co. | 5,000 | $835.0K | 0.36% | 00.0% | Unchanged |
| AGF Investments LLC | 5,027 | $839.0K | 0.07% | +5,027 | New |
| Kinneret Advisory, LLC | 5,032 | $840.0K | 0.09% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5,030 | $840.0K | 0.16% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 5,039 | $841.0K | 0.02% | −195−3.7% | Reduced |
| Red Cedar Investment Management, LLC | 5,040 | $841.0K | 0.10% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 5,040 | $841.0K | 0.54% | +5,040 | New |
| Ameritas Investment Partners, Inc. | 5,045 | $842.0K | 0.03% | −172−3.3% | Reduced |
| IHT Wealth Management, LLC | 5,055 | $844.0K | 0.06% | −10.0% | Reduced |
| Wealthsource Partners, LLC | 5,096 | $850.0K | 0.07% | −146−2.8% | Reduced |
| Ashfield Capital Partners, LLC | 5,098 | $851.0K | 0.05% | 00.0% | Unchanged |
| Caldwell Trust Co | 5,158 | $860.9K | 0.10% | +128+2.5% | Added |
| Burke & Herbert Bank & Trust Co | 5,176 | $864.0K | 0.51% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 5,220 | $871.0K | 0.12% | +36+0.7% | Added |
| Palladium Partners LLC | 5,226 | $872.0K | 0.04% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 5,250 | $876.0K | 0.06% | +484+10.2% | Added |
| Modera Wealth Management, LLC | 5,267 | $879.0K | 0.03% | +3,837+268.3% | Added |
| Sound View Wealth Advisors Group, LLC | 5,270 | $880.0K | 0.17% | −263−4.8% | Reduced |
| CWA Asset Management Group, LLC | 5,278 | $881.0K | 0.07% | −38−0.7% | Reduced |
| Stokes Family Office, LLC | 5,281 | $881.0K | 0.11% | +117+2.3% | Added |
| Coastal Investment Advisors, Inc. | 5,296 | $884.0K | 0.19% | −359−6.3% | Reduced |
| Ieq Capital, LLC | 5,305 | $885.0K | 0.02% | −652−10.9% | Reduced |
| Redwood Investments, LLC | 5,301 | $885.0K | 0.07% | −27−0.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 5,315 | $887.0K | 0.04% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 5,331 | $890.0K | 0.13% | −104−1.9% | Reduced |
| HBK Sorce Advisory LLC | 5,335 | $890.0K | 0.05% | +382+7.7% | Added |
| Valmark Advisers, Inc. | 5,347 | $892.0K | 0.02% | −46−0.9% | Reduced |
| Assenagon Asset Management S.A. | 5,366 | $896.0K | 0.00% | −38,090−87.7% | Reduced |
| Jennison Associates LLC | 5,380 | $898.0K | 0.00% | +5,380 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 5,384 | $899.0K | 0.16% | −267−4.7% | Reduced |
| Amica Retiree Medical Trust | 5,393 | $900.0K | 0.76% | −324−5.7% | Reduced |
| SeaCrest Wealth Management, LLC | 5,416 | $904.0K | 0.10% | −228−4.0% | Reduced |
| Wealthspire Advisors, LLC | 5,455 | $910.0K | 0.02% | −1,757−24.4% | Reduced |
| SOL Capital Management CO | 5,450 | $910.0K | 0.16% | −50−0.9% | Reduced |
| Profund Advisors LLC | 5,461 | $911.0K | 0.03% | −10−0.2% | Reduced |
| Avidian Wealth Solutions, LLC | 5,461 | $911.0K | 0.06% | +401+7.9% | Added |
| MTM Investment Management, LLC | 5,483 | $915.0K | 0.43% | −35−0.6% | Reduced |
| Beta Wealth Group, Inc. | 6,154 | $919.0K | 0.66% | 00.0% | Unchanged |
| Citizens Business Bank | 5,509 | $919.0K | 0.11% | +277+5.3% | Added |
| TCM Advisors, LLC | 5,500 | $919.0K | 0.81% | +5,500 | New |
| Financial Network Wealth Management LLC | 5,525 | $922.0K | 0.47% | 00.0% | Unchanged |
| VeraBank, N.A. | 5,566 | $929.0K | 0.47% | +179+3.3% | Added |