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 |
|---|---|---|---|---|---|
| Norris Perne & French LLP | 4,185 | $698.0K | 0.05% | −486−10.4% | Reduced |
| RSM US Wealth Management LLC | 4,120 | $688.0K | 0.03% | −22−0.5% | Reduced |
| Regatta Capital Group, LLC | 4,109 | $686.0K | 0.24% | +4,109 | New |
| Clare Market Investments LLC | 4,109 | $685.8K | 0.19% | +13+0.3% | Added |
| Appleton Partners Inc | 4,097 | $684.0K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,080 | $681.0K | 0.08% | +1,487+57.3% | Added |
| Hilltop Holdings Inc. | 4,069 | $680.0K | 0.07% | +188+4.8% | Added |
| High Net Worth Advisory Group LLC | 4,039 | $674.0K | 0.24% | +4,039 | New |
| Equitable Trust Co | 4,029 | $672.0K | 0.04% | −637−13.7% | Reduced |
| Smith, Moore & Co. | 4,015 | $670.0K | 0.09% | −75−1.8% | Reduced |
| Exchange Traded Concepts, LLC | 4,009 | $669.0K | 0.01% | +69+1.8% | Added |
| Hunter Associates Investment Management LLC | 4,000 | $668.0K | 0.19% | 00.0% | Unchanged |
| 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 |
| CPR Investments Inc. | 3,973 | $663.0K | 0.48% | +3,973 | New |
| Univest Financial Corp | 3,953 | $660.0K | 0.17% | −385−8.9% | Reduced |
| ARGI Investment Services, LLC | 3,940 | $658.0K | 0.02% | −11−0.3% | Reduced |
| Cornerstone Wealth Management, LLC | 3,890 | $655.0K | 0.06% | +3,890 | New |
| 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 |
| 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 |
| Paradigm Asset Management Co LLC | 3,900 | $650.9K | 0.16% | −500−11.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,884 | $648.0K | 0.03% | +488+14.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,879 | $647.0K | 0.01% | +30+0.8% | Added |
| Advisory Alpha, LLC | 3,873 | $646.0K | 0.04% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 3,845 | $642.0K | 0.02% | +73+1.9% | 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 |
| 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 |
| Founders Financial Securities LLC | 3,813 | $636.0K | 0.11% | −751−16.5% | Reduced |
| Bluesphere Advisors, LLC | 3,807 | $635.0K | 0.53% | 00.0% | Unchanged |
| Navalign, LLC | 3,801 | $634.0K | 0.25% | −304−7.4% | Reduced |
| Freestone Capital Holdings, LLC | 3,793 | $633.0K | 0.03% | +981+34.9% | Added |
| NEXT Financial Group, Inc | 3,782 | $631.0K | 0.04% | +522+16.0% | Added |
| 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 |
| Biltmore Family Office, LLC | 3,745 | $625.0K | 0.12% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,733 | $623.0K | 0.04% | −168−4.3% | Reduced |
| NCM Capital Management, LLC | 3,725 | $622.0K | 0.55% | +3,725 | New |
| Linscomb & Williams, Inc. | 3,700 | $618.0K | 0.03% | +83+2.3% | Added |
| Sentry Investment Management LLC | 3,690 | $616.0K | 0.16% | −5,702−60.7% | Reduced |
| Gladstone Institutional Advisory LLC | 3,687 | $615.0K | 0.05% | +708+23.8% | Added |
| Dividend Assets Capital, LLC | 3,650 | $609.0K | 0.11% | −281−7.1% | Reduced |
| King Wealth | 3,645 | $608.0K | 0.11% | −13−0.4% | Reduced |
| Colonial River Wealth Management, LLC | 3,629 | $606.0K | 0.33% | −9,913−73.2% | Reduced |
| Barings LLC | 3,623 | $605.0K | 0.02% | −236−6.1% | Reduced |
| Minot Wealth Management LLC | 3,620 | $604.0K | 0.12% | −89−2.4% | 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 |
| Brighton Jones LLC | 3,608 | $602.0K | 0.03% | −787−17.9% | Reduced |
| 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 |
| 9258 Wealth Management, LLC | 3,593 | $600.0K | 0.14% | +151+4.4% | Added |
| Richwood Investment Advisors, LLC | 3,590 | $599.0K | 0.52% | +3,590 | New |
| Johnson Financial Group, Inc. | 3,565 | $596.0K | 0.04% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 3,550 | $593.0K | 0.18% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,549 | $592.0K | 0.05% | +247+7.5% | 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 |
| Integrated Advisors Network LLC | 3,526 | $588.0K | 0.03% | +136+4.0% | Added |
| First Hawaiian Bank | 3,517 | $587.0K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,638 | $585.0K | 0.48% | +57+1.6% | Added |
| 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 |
| Burney Co | 3,490 | $582.0K | 0.03% | −77−2.2% | Reduced |
| Fiera Capital Corp | 3,485 | $581.0K | 0.00% | +625+21.9% | Added |
| Clearview Wealth Advisors LLC | 3,468 | $579.0K | 0.35% | +206+6.3% | Added |
| Conning Inc. | 3,452 | $576.0K | 0.02% | −678−16.4% | Reduced |
| Edge Capital Group, LLC | 3,430 | $572.0K | 0.04% | −4−0.1% | Reduced |
| 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 |
| 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 |
| Teza Capital Management LLC | 3,386 | $565.0K | 0.15% | +3,386 | New |
| Metis Global Partners, LLC | 3,378 | $563.0K | 0.16% | +3,378 | New |
| 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 |
| 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 |
| Advisor Resource Council | 3,341 | $558.0K | 0.04% | +1,755+110.7% | Added |
| Principal Street Partners, LLC | 3,332 | $556.0K | 0.13% | −109−3.2% | Reduced |
| Ifrah Financial Services, Inc. | 3,327 | $555.0K | 0.15% | +45+1.4% | Added |
| Zacks Investment Management | 3,272 | $546.0K | 0.01% | −19,324−85.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 3,267 | $545.0K | 0.18% | +222+7.3% | Added |
| Hyman Charles D | 3,258 | $544.0K | 0.03% | +29+0.9% | Added |
| Adell Harriman & Carpenter Inc | 3,234 | $539.8K | 0.05% | +134+4.3% | Added |
| Chesapeake Wealth Management | 3,224 | $538.0K | 0.18% | −125−3.7% | Reduced |
| 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 |
| 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 |
| Brewin Dolphin Ltd | 3,208 | $535.0K | 0.02% | 00.0% | Unchanged |
| Meyer Handelman Co | 3,200 | $534.0K | 0.02% | 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 |
| Eldridge Investment Advisors, Inc. | 3,170 | $529.0K | 0.17% | 00.0% | Unchanged |