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 |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 5,590 | $932.0K | 0.55% | 00.0% | Unchanged |
| Proequities, Inc. | 5,591 | $933.0K | 0.05% | +195+3.6% | Added |
| Welch & Forbes LLC | 5,608 | $935.0K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 5,623 | $938.0K | 0.10% | −475−7.8% | Reduced |
| Nations Financial Group Inc, | 5,644 | $942.0K | 0.12% | −26−0.5% | Reduced |
| Thoroughbred Financial Services, LLC | 5,649 | $942.0K | 0.20% | +566+11.1% | Added |
| American Trust | 5,651 | $943.0K | 0.07% | +5,651 | New |
| Meristem Family Wealth, LLC | 5,657 | $944.0K | 0.08% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 5,668 | $946.0K | 0.59% | +295+5.5% | Added |
| Essex Financial Services, Inc. | 5,757 | $961.0K | 0.10% | −57−1.0% | Reduced |
| Arkadios Wealth Advisors | 5,766 | $962.0K | 0.13% | −600−9.4% | Reduced |
| Capital Planning LLC | 5,800 | $968.0K | 0.36% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 5,814 | $970.0K | 0.06% | 00.0% | Unchanged |
| Welch Group, LLC | 5,825 | $972.0K | 0.06% | −125−2.1% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,875 | $973.7K | 0.28% | +270+4.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,848 | $976.0K | 0.04% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 5,848 | $976.0K | 0.09% | +104+1.8% | Added |
| Chicago Capital, LLC | 5,853 | $977.0K | 0.04% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 5,913 | $987.0K | 0.41% | +82+1.4% | Added |
| JBJ Investment Partners, LLC | 5,927 | $989.0K | 0.20% | −2,168−26.8% | Reduced |
| Merit Financial Group, LLC | 5,927 | $989.0K | 0.10% | +15+0.3% | Added |
| FDx Advisors, Inc. | 5,942 | $992.0K | 0.03% | −109−1.8% | Reduced |
| January Capital Advisors LLC | 5,960 | $995.0K | 0.79% | +5,960 | New |
| Confluence Wealth Services, Inc. | 5,968 | $996.0K | 0.32% | +5,968 | New |
| McElhenny Sheffield Capital Management, LLC | 5,975 | $997.0K | 0.37% | +999+20.1% | Added |
| Fortis Capital Management LLC | 5,981 | $998.0K | 0.52% | +412+7.4% | Added |
| Sequoia Financial Advisors, LLC | 5,995 | $1.00M | 0.03% | +3,897+185.7% | Added |
| Stony Point Wealth Management Inc. | 6,006 | $1.00M | 0.53% | +1,089+22.1% | Added |
| Donoghue Forlines LLC | 6,018 | $1.00M | 0.17% | +6,018 | New |
| Tdam USA Inc. | 6,037 | $1.01M | 0.06% | +537+9.8% | Added |
| Independence Bank of Kentucky | 6,050 | $1.01M | 0.41% | −1,855−23.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,072 | $1.01M | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 6,084 | $1.01M | 0.14% | +791+14.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,102 | $1.02M | 0.54% | −62−1.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,102 | $1.02M | 0.01% | +195+3.3% | Added |
| First Horizon Advisors, Inc. | 6,159 | $1.03M | 0.03% | −108−1.7% | Reduced |
| MQS Management LLC | 6,168 | $1.03M | 1.65% | +6,168 | New |
| Signaturefd, LLC | 6,170 | $1.03M | 0.03% | +702+12.8% | Added |
| Coldstream Capital Management Inc | 6,172 | $1.03M | 0.03% | +2,210+55.8% | Added |
| Advisors Capital Management, LLC | 6,201 | $1.03M | 0.03% | +43+0.7% | Added |
| Federated Hermes, Inc. | 6,254 | $1.04M | 0.00% | −107−1.7% | Reduced |
| Alaethes Wealth LLC | 6,294 | $1.05M | 0.66% | −3,144−33.3% | Reduced |
| First Pacific Financial | 6,311 | $1.05M | 0.51% | +122+2.0% | Added |
| Zions Bancorporation, N.A. | 6,310 | $1.05M | 0.09% | +439+7.5% | Added |
| Ancora Advisors, LLC | 6,319 | $1.05M | 0.03% | −310−4.7% | Reduced |
| Birch Hill Investment Advisors LLC | 6,339 | $1.06M | 0.05% | −75−1.2% | Reduced |
| Fisher Asset Management, LLC | 6,341 | $1.06M | 0.00% | +989+18.5% | Added |
| Westover Capital Advisors, LLC | 6,366 | $1.06M | 0.31% | −90−1.4% | Reduced |
| Segment Wealth Management, LLC | 6,370 | $1.06M | 0.11% | +320+5.3% | Added |
| Sciencast Management LP | 6,441 | $1.06M | 0.19% | +6,441 | New |
| Pekin Hardy Strauss, Inc. | 6,387 | $1.07M | 0.15% | +67+1.1% | Added |
| Ashton Thomas Private Wealth, LLC | 6,392 | $1.07M | 0.10% | +2,663+71.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,393 | $1.07M | 0.09% | −35−0.5% | Reduced |
| Cobblestone Capital Advisors LLC | 6,396 | $1.07M | 0.07% | +1,437+29.0% | Added |
| Pathstone Family Office, LLC | 6,374 | $1.07M | 0.03% | +1,279+25.1% | Added |
| Fukoku Mutual Life Insurance Co | 6,430 | $1.07M | 0.08% | +230+3.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 7,417 | $1.08M | 0.69% | +7,417 | New |
| Detalus Advisors, LLC | 6,471 | $1.08M | 0.52% | +211+3.4% | Added |
| Valeo Financial Advisors, LLC | 6,485 | $1.08M | 0.06% | −932−12.6% | Reduced |
| Pensionfund DSM Netherlands | 6,500 | $1.08M | 0.13% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,504 | $1.09M | 0.12% | +161+2.5% | Added |
| Western Wealth Management, LLC | 6,509 | $1.09M | 0.11% | +6,509 | New |
| Dorsey & Whitney Trust CO LLC | 6,526 | $1.09M | 0.09% | −7−0.1% | Reduced |
| IVC Wealth Advisors LLC | 6,549 | $1.09M | 0.70% | −5−0.1% | Reduced |
| Axxcess Wealth Management, LLC | 6,559 | $1.09M | 0.08% | +6,559 | New |
| Nomura Holdings Inc | 6,562 | $1.09M | 0.01% | −2,074−24.0% | Reduced |
| Bivin & Associates, Inc. | 6,598 | $1.10M | 0.96% | +6,598 | New |
| Pictet North America Advisors SA | 6,600 | $1.10M | 0.11% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 6,616 | $1.10M | 0.11% | −2,684−28.9% | Reduced |
| Old National Bancorp | 6,622 | $1.10M | 0.04% | −1,146−14.8% | Reduced |
| Dempze Nancy E | 6,654 | $1.11M | 0.75% | +325+5.1% | Added |
| Empirical Finance, LLC | 6,687 | $1.12M | 0.13% | +1,769+36.0% | Added |
| Miracle Mile Advisors, LLC | 6,704 | $1.12M | 0.04% | +156+2.4% | Added |
| First Farmers & Merchants Bank / Trust | 6,707 | $1.12M | 1.11% | +6,707 | New |
| Elm Advisors, LLC | 6,760 | $1.13M | 0.63% | −101−1.5% | Reduced |
| Chicago Partners Investment Group LLC | 7,962 | $1.13M | 0.08% | −26−0.3% | Reduced |
| Ignite Planners, LLC | 7,300 | $1.13M | 0.74% | +7,300 | New |
| Eubel Brady & Suttman Asset Management Inc | 6,810 | $1.14M | 0.22% | −52−0.8% | Reduced |
| Aries Wealth Management | 6,845 | $1.14M | 0.44% | +331+5.1% | Added |
| Wedbush Securities Inc | 6,850 | $1.14M | 0.05% | +244+3.7% | Added |
| Tempus Wealth Planning, LLC | 6,870 | $1.15M | 0.62% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 6,900 | $1.15M | 1.36% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 6,949 | $1.16M | 0.18% | +604+9.5% | Added |
| Resources Management Corp | 6,961 | $1.16M | 0.15% | +35+0.5% | Added |
| Ameritas Advisory Services, LLC | 6,983 | $1.17M | 0.04% | +6,983 | New |
| IBM Retirement Fund | 7,019 | $1.17M | 0.15% | −4,883−41.0% | Reduced |
| Stiles Financial Services Inc | 7,028 | $1.17M | 0.57% | +7,028 | New |
| Rosenbaum Jay D. | 7,047 | $1.18M | 1.73% | −1,791−20.3% | Reduced |
| Evercore Wealth Management, LLC | 7,048 | $1.18M | 0.02% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 7,051 | $1.18M | 0.04% | −269−3.7% | Reduced |
| Golden State Wealth Management, LLC | 7,056 | $1.18M | 0.20% | +1,412+25.0% | Added |
| Boyar Asset Management Inc. | 7,066 | $1.18M | 0.71% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 7,098 | $1.19M | 0.28% | +7,098 | New |
| Ninety One SA (PTY) Ltd | 7,206 | $1.20M | 0.35% | −2,950−29.0% | Reduced |
| Busey Wealth Management | 7,211 | $1.20M | 0.05% | −28−0.4% | Reduced |
| Oppenheimer Asset Management Inc. | 7,349 | $1.23M | 0.02% | −813−10.0% | Reduced |
| Fayez Sarofim & Co | 7,346 | $1.23M | 0.00% | +1,000+15.8% | Added |
| West Family Investments, Inc. | 7,393 | $1.23M | 0.35% | −922−11.1% | Reduced |
| Pegasus Partners Ltd. | 7,413 | $1.24M | 0.22% | −995−11.8% | Reduced |
| Titleist Asset Management, Ltd. | 7,416 | $1.24M | 0.24% | +7,416 | New |