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 |
|---|---|---|---|---|---|
| VeraBank, N.A. | 5,566 | $929.0K | 0.47% | +179+3.3% | Added |
| Financial Network Wealth Management LLC | 5,525 | $922.0K | 0.47% | 00.0% | Unchanged |
| 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 |
| MTM Investment Management, LLC | 5,483 | $915.0K | 0.43% | −35−0.6% | 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 |
| 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 |
| SeaCrest Wealth Management, LLC | 5,416 | $904.0K | 0.10% | −228−4.0% | Reduced |
| Amica Retiree Medical Trust | 5,393 | $900.0K | 0.76% | −324−5.7% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 5,384 | $899.0K | 0.16% | −267−4.7% | Reduced |
| Jennison Associates LLC | 5,380 | $898.0K | 0.00% | +5,380 | New |
| Assenagon Asset Management S.A. | 5,366 | $896.0K | 0.00% | −38,090−87.7% | Reduced |
| Valmark Advisers, Inc. | 5,347 | $892.0K | 0.02% | −46−0.9% | Reduced |
| 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 |
| U.S. Capital Wealth Advisors, LLC | 5,315 | $887.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Coastal Investment Advisors, Inc. | 5,296 | $884.0K | 0.19% | −359−6.3% | 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 |
| Sound View Wealth Advisors Group, LLC | 5,270 | $880.0K | 0.17% | −263−4.8% | Reduced |
| Modera Wealth Management, LLC | 5,267 | $879.0K | 0.03% | +3,837+268.3% | Added |
| Symmetry Partners, LLC | 5,250 | $876.0K | 0.06% | +484+10.2% | Added |
| Palladium Partners LLC | 5,226 | $872.0K | 0.04% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 5,220 | $871.0K | 0.12% | +36+0.7% | Added |
| Burke & Herbert Bank & Trust Co | 5,176 | $864.0K | 0.51% | 00.0% | Unchanged |
| Caldwell Trust Co | 5,158 | $860.9K | 0.10% | +128+2.5% | Added |
| Ashfield Capital Partners, LLC | 5,098 | $851.0K | 0.05% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 5,096 | $850.0K | 0.07% | −146−2.8% | Reduced |
| IHT Wealth Management, LLC | 5,055 | $844.0K | 0.06% | −10.0% | Reduced |
| Ameritas Investment Partners, Inc. | 5,045 | $842.0K | 0.03% | −172−3.3% | Reduced |
| 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 |
| 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 |
| AGF Investments LLC | 5,027 | $839.0K | 0.07% | +5,027 | New |
| Barbara Oil Co. | 5,000 | $835.0K | 0.36% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 4,937 | $824.0K | 0.05% | +4,937 | New |
| 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 |
| Avantax Planning Partners, Inc. | 4,889 | $816.0K | 0.03% | +68+1.4% | Added |
| Level Four Advisory Services, LLC | 4,866 | $812.0K | 0.06% | +316+6.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,833 | $807.0K | 0.05% | −2,700−35.8% | Reduced |
| Pinebridge Investments, L.P. | 4,794 | $800.0K | 0.01% | −117−2.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,787 | $799.0K | 0.19% | +53+1.1% | Added |
| Bank Ozk | 4,780 | $797.0K | 0.32% | −190−3.8% | Reduced |
| Trustcore Financial Services, LLC | 4,743 | $792.0K | 0.09% | −100−2.1% | Reduced |
| Verition Fund Management LLC | 4,742 | $791.0K | 0.01% | +4,742 | New |
| GW Henssler & Associates Ltd | 4,728 | $789.0K | 0.05% | +4,728 | New |
| 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 |
| Bryn Mawr Trust Co | 4,704 | $786.0K | 0.03% | −558−10.6% | Reduced |
| Quantitative Investment Management, LLC | 4,708 | $785.0K | 0.11% | +4,708 | New |
| Rafferty Asset Management, LLC | 4,692 | $783.0K | 0.00% | −1,562−25.0% | Reduced |
| Castleview Partners, LLC | 130,015 | $779.0K | 0.01% | +130,015 | New |
| WealthTrust Axiom LLC | 4,658 | $777.0K | 0.25% | 00.0% | Unchanged |
| South State Corp. | 4,639 | $775.0K | 0.06% | +115+2.5% | Added |
| Chicago Trust Co NA | 4,609 | $769.0K | 0.15% | +250+5.7% | 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 |
| 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 |
| Boston Financial Mangement LLC | 4,581 | $765.0K | 0.03% | +4+0.1% | Added |
| Echo Street Capital Management LLC | 4,578 | $764.0K | 0.01% | +296+6.9% | Added |
| Perritt Capital Management Inc | 4,568 | $762.0K | 0.39% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,532 | $757.0K | 0.03% | −308−6.4% | Reduced |
| Ambassador Advisors, LLC | 4,528 | $755.0K | 0.14% | −917−16.8% | Reduced |
| 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 |
| FORA Capital, LLC | 4,467 | $746.0K | 0.29% | +4,467 | New |
| Meridian Financial, LLC | 4,467 | $745.6K | 0.70% | +4,467 | New |
| Madison Asset Management, LLC | 4,444 | $742.0K | 0.01% | −1,318−22.9% | Reduced |
| 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 |
| Jeppson Wealth Management, LLC | 4,436 | $740.0K | 0.36% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4,386 | $732.0K | 0.14% | +12+0.3% | 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 |
| Gyon Technologies Capital Management, LP | 4,369 | $729.0K | 0.13% | +1,389+46.6% | Added |
| Shell Asset Management Co | 4,351 | $726.0K | 0.01% | −173−3.8% | Reduced |
| 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 |
| Tradewinds, LLC. | 4,019 | $719.8K | 0.85% | +4,019 | New |
| Ipswich Investment Management Co., Inc. | 4,300 | $718.0K | 0.17% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 4,271 | $713.0K | 0.15% | +4,271 | New |
| MMBG Investment Advisors Co. | 4,260 | $711.0K | 0.07% | +4,260 | New |
| Aberdeen Wealth Management LLC | 4,250 | $709.0K | 0.46% | −30−0.7% | Reduced |
| Silvercrest Asset Management Group LLC | 4,245 | $708.0K | 0.00% | −11−0.3% | Reduced |
| Sonen Capital LLC | 4,231 | $706.0K | 0.68% | +4,231 | New |
| Orleans Capital Management Corp | 4,217 | $704.0K | 0.40% | +100+2.4% | Added |
| Cypress Asset Management Inc | 4,205 | $702.0K | 0.17% | −10−0.2% | Reduced |
| SL Advisors, LLC | 4,188 | $699.0K | 1.72% | −197−4.5% | Reduced |