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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 3,597 | $527.0K | 0.20% | +70+2.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,160 | $527.0K | 0.15% | +48+1.5% | Added |
| First National Bank of Hutchinson | 3,140 | $524.0K | 0.30% | +102+3.4% | Added |
| Lakeview Capital Partners, LLC | 3,136 | $523.0K | 0.31% | −204−6.1% | Reduced |
| Beaumont Financial Partners, LLC | 3,120 | $521.0K | 0.04% | +50+1.6% | Added |
| Manchester Capital Management LLC | 3,115 | $520.0K | 0.07% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,108 | $519.0K | 0.05% | −140−4.3% | Reduced |
| Shoker Investment Counsel, Inc. | 3,115 | $519.0K | 0.24% | +4+0.1% | Added |
| Shepherd Financial Partners LLC | 3,107 | $519.0K | 0.09% | +15+0.5% | Added |
| Country Club Trust Company, n.a. | 3,125 | $518.0K | 0.04% | −25−0.8% | Reduced |
| Sawyer & Company, Inc | 3,105 | $518.0K | 0.22% | 00.0% | Unchanged |
| Boston Research & Management Inc | 3,090 | $515.0K | 0.14% | 00.0% | Unchanged |
| Morton Capital Management LLC | 3,064 | $511.4K | 0.21% | +3,064 | New |
| Steel Peak Wealth Management LLC | 3,059 | $511.0K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,045 | $508.0K | 0.29% | +3,045 | New |
| Clarius Group, LLC | 3,037 | $507.0K | 0.04% | +91+3.1% | Added |
| Archford Capital Strategies, LLC | 3,007 | $502.0K | 0.11% | −95−3.1% | Reduced |
| Rbo & Co LLC | 3,000 | $501.0K | 0.08% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 2,990 | $499.0K | 0.32% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,991 | $499.0K | 0.01% | +5+0.2% | Added |
| Summit Financial Wealth Advisors, LLC | 3,034 | $498.0K | 0.10% | −150−4.7% | Reduced |
| SBB Research Group LLC | 2,972 | $496.0K | 0.07% | +2,972 | New |
| KWB Wealth | 2,953 | $493.0K | 0.08% | +7+0.2% | Added |
| Evanson Asset Management, LLC | 2,940 | $491.0K | 0.04% | −550−15.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,925 | $488.0K | 0.16% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,908 | $488.0K | 0.39% | +2,908 | New |
| Community Bank, N.A. | 2,917 | $487.0K | 0.06% | +60+2.1% | Added |
| Mechanics Financial Corp | 2,905 | $485.0K | 0.23% | +2,905 | New |
| Central Bank & Trust Co | 2,888 | $482.0K | 0.07% | −172−5.6% | Reduced |
| Latitude Advisors, LLC | 2,848 | $475.0K | 0.13% | +6+0.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,833 | $473.0K | 0.31% | +25+0.9% | Added |
| AdvisorNet Financial, Inc | 2,826 | $472.0K | 0.03% | +591+26.4% | Added |
| Insight Folios Inc | 2,816 | $470.0K | 0.22% | +219+8.4% | Added |
| Oak Asset Management, LLC | 2,811 | $469.0K | 0.18% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,809 | $469.0K | 0.24% | +2,809 | New |
| Walter & Keenan Financial Consulting Co | 2,807 | $468.0K | 0.15% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 2,797 | $467.0K | 0.03% | +60+2.2% | Added |
| Bank of Stockton | 2,771 | $462.0K | 0.14% | −24−0.9% | Reduced |
| 1832 Asset Management L.P. | 2,744 | $458.0K | 0.00% | −74,085−96.4% | Reduced |
| Oakworth Capital, Inc. | 2,733 | $456.0K | 0.04% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,730 | $456.0K | 0.03% | +26+1.0% | Added |
| Atwood & Palmer Inc | 2,712 | $453.0K | 0.04% | +32+1.2% | Added |
| Intrua Financial, LLC | 2,700 | $451.0K | 0.08% | −93−3.3% | Reduced |
| First National Bank Sioux Falls | 2,704 | $451.0K | 0.48% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 2,703 | $451.0K | 0.12% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,698 | $450.4K | 0.05% | −88−3.2% | Reduced |
| BCJ Capital Management, LLC | 2,697 | $450.0K | 0.04% | +2,697 | New |
| Van Cleef Asset Management,Inc | 2,693 | $449.0K | 0.06% | −3,078−53.3% | Reduced |
| WESPAC Advisors, LLC | 2,691 | $449.0K | 0.30% | 00.0% | Unchanged |
| Gs Investments, Inc. | 2,675 | $446.0K | 0.22% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 2,671 | $446.0K | 0.02% | +21+0.8% | Added |
| Schechter Investment Advisors, LLC | 2,663 | $445.0K | 0.04% | +2,663 | New |
| V Wealth Advisors LLC | 2,648 | $442.0K | 0.06% | −962−26.6% | Reduced |
| Hohimer Wealth Management, LLC | 2,650 | $442.0K | 0.09% | 00.0% | Unchanged |
| First Nebraska Trust Co | 2,645 | $441.5K | 0.05% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 2,640 | $440.0K | 0.13% | 00.0% | Unchanged |
| Engine No. 1 LLC | 2,634 | $440.0K | 0.09% | +555+26.7% | Added |
| CWM Advisors, LLC | 2,632 | $439.0K | 0.05% | +6+0.2% | Added |
| Perpetual Investment Management Ltd | 2,632 | $439.0K | 0.05% | +143+5.7% | Added |
| KRS Capital Management, LLC | 2,635 | $439.0K | 0.38% | +2,635 | New |
| Garrett Investment Advisors LLC | 2,626 | $438.0K | 0.11% | +514+24.3% | Added |
| Jones Financial Companies LLLP | 2,624 | $438.0K | 0.00% | +2,089+390.5% | Added |
| Bill Few Associates, Inc. | 2,600 | $434.0K | 0.22% | +2,600 | New |
| Transcend Wealth Collective, LLC | 2,593 | $433.0K | 0.04% | +15+0.6% | Added |
| Values First Advisors, Inc. | 2,588 | $432.0K | 0.26% | −40−1.5% | Reduced |
| Corundum Group, Inc. | 2,587 | $432.0K | 0.28% | +339+15.1% | Added |
| Retirement Group, LLC | 2,581 | $431.0K | 0.19% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 2,547 | $425.0K | 0.11% | +2,547 | New |
| Aptus Capital Advisors, LLC | 2,536 | $423.0K | 0.01% | −707−21.8% | Reduced |
| Shelton Capital Management | 2,526 | $422.0K | 0.02% | −281−10.0% | Reduced |
| Jupiter Wealth Management LLC | 2,500 | $417.0K | 0.22% | 00.0% | Unchanged |
| Parthenon LLC | 2,500 | $417.0K | 0.06% | −100−3.8% | Reduced |
| Riverbridge Partners LLC | 2,500 | $417.0K | 0.00% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,493 | $416.0K | 0.08% | −33−1.3% | Reduced |
| Terry L. Blaker | 2,488 | $415.0K | 0.03% | −665−21.1% | Reduced |
| HM Payson & Co | 2,479 | $414.0K | 0.01% | 00.0% | Unchanged |
| Simmons Bank | 2,475 | $413.0K | 0.03% | −32−1.3% | Reduced |
| Canandaigua National Corp | 2,471 | $412.0K | 0.06% | +532+27.4% | Added |
| Fort Point Capital Partners LLC | 2,465 | $411.0K | 0.06% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 2,463 | $411.0K | 0.11% | +26+1.1% | Added |
| Wealth Management Partners, LLC | 2,000 | $410.0K | 0.28% | −455−18.5% | Reduced |
| Pitcairn Co | 2,453 | $409.0K | 0.03% | −49−2.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,450 | $409.0K | 0.31% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,430 | $405.0K | 0.08% | +413+20.5% | Added |
| Parsons Capital Management Inc | 2,420 | $404.0K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,411 | $402.0K | 0.01% | +2+0.1% | Added |
| Intact Investment Management Inc. | 2,400 | $401.0K | 0.01% | −400−14.3% | Reduced |
| Good Life Advisors, LLC | 2,396 | $400.0K | 0.05% | +267+12.5% | Added |
| Roman Butler Fullerton & Co | 2,378 | $397.0K | 0.18% | +3+0.1% | Added |
| Verdence Capital Advisors LLC | 2,378 | $397.0K | 0.05% | +81+3.5% | Added |
| Vigilare Wealth Management | 2,380 | $397.0K | 0.23% | +2,380 | New |
| Woodstock Corp | 2,365 | $395.0K | 0.04% | −39−1.6% | Reduced |
| Alera Investment Advisors, LLC | 2,368 | $395.0K | 0.11% | +4+0.2% | Added |
| Abbrea Capital, LLC | 2,358 | $394.0K | 0.05% | +455+23.9% | Added |
| Rockland Trust Co | 2,355 | $394.0K | 0.03% | +2,355 | New |
| Cutter & CO Brokerage, Inc. | 2,344 | $391.0K | 0.11% | +163+7.5% | Added |
| Centaurus Financial, Inc. | 2,334 | $390.0K | 0.03% | +343+17.2% | Added |
| Somerville Kurt F | 2,330 | $388.0K | 0.05% | −60−2.5% | Reduced |
| Geneos Wealth Management Inc. | 2,312 | $385.0K | 0.01% | +14+0.6% | Added |
| Fairhaven Wealth Management, LLC | 2,294 | $383.0K | 0.15% | 00.0% | Unchanged |