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 |
|---|---|---|---|---|---|
| Benchmark Financial Wealth Advisors, LLC | 1,784 | $298.0K | 0.12% | +28+1.6% | Added |
| Winton Group Ltd | 1,773 | $296.0K | 0.02% | −5,539−75.8% | Reduced |
| Wimmer Associates 1, LLC | 1,770 | $295.0K | 0.16% | −5−0.3% | Reduced |
| Harvest Fund Management Co., Ltd | 1,784 | $295.0K | 0.05% | +1,784 | New |
| Pinnacle Bancorp, Inc. | 1,762 | $294.0K | 0.10% | −65−3.6% | Reduced |
| Altavista Wealth Management, Inc. | 1,764 | $294.0K | 0.06% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,764 | $294.0K | 0.06% | +6+0.3% | Added |
| Parkside Financial Bank & Trust | 1,755 | $293.0K | 0.07% | −421−19.3% | Reduced |
| TNF LLC | 1,872 | $293.0K | 0.12% | −50−2.6% | Reduced |
| Auxier Asset Management | 1,757 | $293.0K | 0.05% | −25−1.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 1,750 | $292.0K | 0.03% | −200−10.3% | Reduced |
| Southland Equity Partners LLC | 1,749 | $291.9K | 0.12% | 00.0% | Unchanged |
| Clear Perspective Advisors, LLC | 1,744 | $291.0K | 0.09% | −256−12.8% | Reduced |
| Boston Trust Walden Corp | 1,743 | $291.0K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,742 | $291.0K | 0.10% | +20+1.2% | Added |
| Symphony Financial, Ltd. Co. | 1,779 | $290.0K | 0.08% | −78−4.2% | Reduced |
| First Command Financial Services, Inc. | 1,737 | $290.0K | 0.04% | 00.0% | Unchanged |
| Bollard Group LLC | 1,735 | $290.0K | 0.01% | +6+0.3% | Added |
| Investors Research Corp | 1,733 | $289.0K | 0.09% | 00.0% | Unchanged |
| Forest Hill Capital, LLC | 1,730 | $289.0K | 0.08% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 1,725 | $288.0K | 0.19% | −50−2.8% | Reduced |
| WealthPLAN Partners, LLC | 1,908 | $287.0K | 0.02% | −14−0.7% | Reduced |
| Marcum Wealth, LLC | 1,722 | $287.0K | 0.04% | −205−10.6% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,711 | $286.0K | 0.14% | +104+6.5% | Added |
| Balasa Dinverno & Foltz LLC | 1,713 | $286.0K | 0.02% | +132+8.3% | Added |
| DuPont Capital Management Corp | 1,706 | $285.0K | 0.01% | −1,013−37.3% | Reduced |
| Ridgewood Investments LLC | 1,702 | $284.0K | 0.18% | 00.0% | Unchanged |
| Highland Private Wealth Management | 1,701 | $284.0K | 0.04% | +48+2.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,700 | $284.0K | 0.14% | +100+6.3% | Added |
| Foundations Investment Advisors, LLC | 1,780 | $284.0K | 0.01% | +397+28.7% | Added |
| Strategic Blueprint, LLC | 1,702 | $284.0K | 0.04% | +1,702 | New |
| Deuterium Capital Management, LLC | 1,701 | $284.0K | 0.42% | +1,701 | New |
| True Link Financial Advisors, LLC | 735 | $283.0K | 0.04% | −111−13.1% | Reduced |
| Bickling Financial Services, Inc. | 1,698 | $283.0K | 0.14% | +5+0.3% | Added |
| Clearstead Advisors, LLC | 1,689 | $282.0K | 0.02% | +74+4.6% | Added |
| Keudell/Morrison Wealth Management | 1,685 | $281.0K | 0.11% | −91−5.1% | Reduced |
| Bruderman Asset Management, LLC | 1,682 | $281.0K | 0.21% | +2+0.1% | Added |
| Quantum Private Wealth, LLC | 1,687 | $281.0K | 0.11% | +1,687 | New |
| Diamant Asset Management, Inc. | 1,680 | $280.0K | 0.20% | +60+3.7% | Added |
| Trail Ridge Investment Advisors, LLC | 1,678 | $280.0K | 0.17% | +1,678 | New |
| Graves-Light Private Wealth Management, Inc. | 1,672 | $279.0K | 0.04% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,662 | $277.0K | 0.16% | −914−35.5% | Reduced |
| First Manhattan Co | 1,663 | $277.0K | 0.00% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 1,647 | $275.0K | 0.04% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,639 | $274.0K | 0.14% | −241−12.8% | Reduced |
| Paragon Capital Management Ltd | 1,644 | $274.0K | 0.04% | +2+0.1% | Added |
| Capital Advisors Wealth Management, LLC | 1,628 | $272.0K | 0.08% | +79+5.1% | Added |
| Goelzer Investment Management, Inc. | 1,630 | $272.0K | 0.02% | +205+14.4% | Added |
| NBT Bank N A | 1,620 | $270.0K | 0.03% | −435−21.2% | Reduced |
| Page Arthur B | 1,615 | $270.0K | 0.19% | −400−19.9% | Reduced |
| Bridgeworth, LLC | 1,613 | $269.0K | 0.06% | +225+16.2% | Added |
| Insight Wealth Partners, LLC | 1,609 | $269.0K | 0.15% | +1,609 | New |
| Round Table Services, LLC | 1,600 | $267.0K | 0.05% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 1,600 | $267.0K | 0.06% | 00.0% | Unchanged |
| Private Capital Management LLC | 1,595 | $266.0K | 0.09% | +68+4.5% | Added |
| Bar Harbor Trust Services | 1,585 | $265.0K | 0.07% | −210−11.7% | Reduced |
| Advisory Resource Group | 1,757 | $264.0K | 0.09% | +1+0.1% | Added |
| Maryland Capital Management | 1,580 | $264.0K | 0.01% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,584 | $264.0K | 0.05% | +19+1.2% | Added |
| O'Rourke & Company, Inc | 1,577 | $263.0K | 0.18% | +1,577 | New |
| Camden Capital, LLC | 1,572 | $262.0K | 0.06% | −1,057−40.2% | Reduced |
| First Command Bank | 1,737 | $259.0K | 0.04% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 1,549 | $259.0K | 0.00% | −75−4.6% | Reduced |
| Wilkinson Global Asset Management LLC | 1,550 | $259.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,550 | $259.0K | 0.08% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,547 | $258.0K | 0.03% | +1,547 | New |
| Lowe Brockenbrough & Co Inc | 1,535 | $256.0K | 0.02% | 00.0% | Unchanged |
| Capital International Inc | 1,526 | $255.0K | 0.00% | −19−1.2% | Reduced |
| S.E.E.D. Planning Group LLC | 1,516 | $253.0K | 0.11% | −40−2.6% | Reduced |
| BDO Wealth Advisors, LLC | 1,516 | $253.0K | 0.03% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,515 | $253.0K | 0.04% | +55+3.8% | Added |
| Concord Wealth Partners | 1,515 | $253.0K | 0.06% | +614+68.1% | Added |
| Quaker Wealth Management, LLC | 1,508 | $252.0K | 0.11% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,507 | $252.0K | 0.13% | 00.0% | Unchanged |
| Cypress Capital Group | 1,508 | $252.0K | 0.03% | +1,508 | New |
| Alps Advisors Inc | 1,505 | $251.0K | 0.00% | +1,505 | New |
| Pinnacle Private Wealth, LLC | 1,502 | $251.0K | 0.08% | +1,502 | New |
| Merrion Investment Management Co, LLC | 1,500 | $250.0K | 0.18% | 00.0% | Unchanged |
| HC Advisors, LLC | 1,500 | $250.0K | 0.15% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 1,498 | $250.0K | 0.06% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,500 | $250.0K | 0.12% | 00.0% | Unchanged |
| Corsicana & Co. | 1,498 | $250.0K | 0.15% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,495 | $250.0K | 0.03% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,496 | $250.0K | 0.08% | +3+0.2% | Added |
| Darwin Advisors, LLC | 1,622 | $249.0K | 0.04% | +5+0.3% | Added |
| Janney Capital Management LLC | 1,489 | $249.0K | 0.02% | −4−0.3% | Reduced |
| Boenning & Scattergood, Inc. | 1,485 | $248.0K | 0.04% | −1,000−40.2% | Reduced |
| Courier Capital LLC | 1,485 | $248.0K | 0.02% | 00.0% | Unchanged |
| Kalos Management, Inc. | 1,645 | $247.0K | 0.07% | +63+4.0% | Added |
| MBB Public Markets I LLC | 1,477 | $247.0K | 0.00% | +1,477 | New |
| 6 Meridian | 1,473 | $246.0K | 0.02% | +9+0.6% | Added |
| Financial Engines Advisors L.L.C. | 1,472 | $246.0K | 0.00% | +1,472 | New |
| Hilton Capital Management, LLC | 1,471 | $246.0K | 0.02% | +1,471 | New |
| Teamwork Financial Advisors, LLC | 1,468 | $245.0K | 0.05% | −32−2.1% | Reduced |
| Wealth Management Associates, Inc. | 1,462 | $244.0K | 0.13% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,459 | $244.0K | 0.10% | −36−2.4% | Reduced |
| Headinvest, LLC | 1,443 | $241.0K | 0.04% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 1,664 | $241.0K | 0.25% | +1,664 | New |
| New Jersey Better Educational Savings Trust | 1,440 | $240.0K | 0.53% | −460−24.2% | Reduced |
| Woodward Diversified Capital, LLC | 1,440 | $240.0K | 0.14% | −8−0.6% | Reduced |