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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2021: 1,700 institutions
Q1 2021: 1,493 institutionsQ2 2021: 1,526 institutionsQ3 2021: 1,551 institutionsQ4 2021: 1,700 institutionsQ1 2022: 1,665 institutionsQ2 2022: 1,678 institutionsQ3 2022: 1,695 institutionsQ4 2022: 1,741 institutionsQ1 2023: 1,737 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,751 institutionsQ4 2023: 1,875 institutionsQ1 2024: 1,976 institutionsQ2 2024: 2,007 institutionsQ3 2024: 1,999 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,234 institutionsQ3 2025: 2,180 institutionsQ4 2025: 2,325 institutionsQ1 2026: 2,375 institutionsQ2 2026: 2,379 institutions
Value heldQ4 2021: $52.8B
Q1 2021: $41.1BQ2 2021: $44.4BQ3 2021: $47.1BQ4 2021: $52.8BQ1 2022: $49.8BQ2 2022: $47.7BQ3 2022: $52.8BQ4 2022: $51.1BQ1 2023: $53.7BQ2 2023: $56.4BQ3 2023: $49.5BQ4 2023: $58.4BQ1 2024: $69.3BQ2 2024: $69.2BQ3 2024: $66.7BQ4 2024: $66.0BQ1 2025: $75.2BQ2 2025: $74.6BQ3 2025: $70.8BQ4 2025: $72.1BQ1 2026: $75.7BQ2 2026: $74.1B
Institutions holding WM and their total value by quarter
QuarterHoldersValue
Q2 20262,379$74.1B
Q1 20262,375$75.7B
Q4 20252,325$72.1B
Q3 20252,180$70.8B
Q2 20252,234$74.6B
Q1 20252,207$75.2B
Q4 20242,134$66.0B
Q3 20241,999$66.7B
Q2 20242,007$69.2B
Q1 20241,976$69.3B
Q4 20231,875$58.4B
Q3 20231,751$49.5B
Q2 20231,775$56.4B
Q1 20231,737$53.7B
Q4 20221,741$51.1B
Q3 20221,695$52.8B
Q2 20221,678$47.7B
Q1 20221,665$49.8B
Q4 20211,700$52.8B
Q3 20211,551$47.1B
Q2 20211,526$44.4B
Q1 20211,493$41.1B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q3 2021.

Institutions holding WM in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Berkeley Capital Partners, LLC1,441$240.0K0.10%+1,441New
Sigma Investment Counselors Inc1,431$239.0K0.02%−52−3.5%Reduced
Bristlecone Advisors, LLC1,430$239.0K0.03%+1,430New
Change Path, LLC1,425$238.0K0.01%−368−20.5%Reduced
Charter Research & Investment Group, Inc.1,425$238.0K0.19%00.0%Unchanged
Beck Bode, LLC1,427$238.0K0.06%00.0%Unchanged
Day & Ennis, LLC1,423$238.0K0.08%+4+0.3%Added
Dakota Wealth Management1,420$237.0K0.03%00.0%Unchanged
Tennessee Valley Asset Management Partners1,423$237.0K0.08%+5+0.4%Added
Hancock Whitney Investment Services Inc.1,341$237.0K0.04%+1,341New
Annex Advisory Services, LLC1,414$236.0K0.02%+48+3.5%Added
Greenwood Gearhart Inc1,412$236.0K0.03%+1,412New
LaFleur & Godfrey LLC1,411$235.0K0.03%00.0%Unchanged
Blackston Financial Advisory Group, LLC1,409$235.0K0.14%+1,409New
Capital Planning Advisors, LLC1,388$232.0K0.04%+1,388New
Keystone Wealth Services, LLC1,390$232.0K0.09%+1,390New
Bragg Financial Advisors, Inc1,540$230.0K0.01%00.0%Unchanged
Grandfield & Dodd, LLC1,400$230.0K0.01%−27−1.9%Reduced
Azimuth Capital Management LLC1,380$230.0K0.01%00.0%Unchanged
Arthur M. Cohen & Associates, LLC1,380$230.0K0.04%00.0%Unchanged
HM Capital Management, LLC1,375$229.0K0.09%00.0%Unchanged
Financial Futures Ltd Liability Co.1,370$229.0K0.19%+1,370New
Inspirion Wealth Advisors, LLC1,368$228.0K0.05%−100−6.8%Reduced
Personal Cfo Solutions, LLC1,369$228.0K0.04%−37−2.6%Reduced
Strategic Financial Services, Inc,1,363$227.0K0.02%00.0%Unchanged
Highlander Capital Management, LLC1,362$227.0K0.11%00.0%Unchanged
Ade, LLC1,358$227.0K0.19%00.0%Unchanged
Compass Financial Advisors LLC1,360$227.0K0.25%+1,360New
Summit Asset Management, LLC1,352$226.0K0.06%−76−5.3%Reduced
First Heartland Consultants, Inc.1,354$226.0K0.03%00.0%Unchanged
Prime Capital Investment Advisors, LLC1,351$226.0K0.01%+1,351New
1776 Wealth LLC1,355$226.0K0.12%+1,355New
New England Asset Management Inc1,350$225.0K0.00%−650−32.5%Reduced
TCG Advisory Services, LLC1,349$225.0K0.05%00.0%Unchanged
Boston Common Asset Management, LLC1,351$225.0K0.01%+1,351New
Prestige Wealth Management Group LLC1,328$222.0K0.05%+45+3.5%Added
Cedar Brook Financial Partners, LLC1,329$222.0K0.06%+1,329New
Alpha Cubed Investments, LLC1,323$221.0K0.01%−70−5.0%Reduced
Bray Capital Advisors1,325$221.0K0.05%00.0%Unchanged
Brooks, Moore & Associates, Inc.1,319$220.0K0.13%+1,319New
Rosenberg Matthew Hamilton1,308$218.0K0.08%+150+13.0%Added
First United Bank Trust1,309$218.0K0.08%+1,309New
SNS Financial Group, LLC1,304$218.0K0.03%+1,304New
Ritholtz Wealth Management1,306$218.0K0.01%+1,306New
Summit Financial, LLC1,302$217.3K0.02%+1,302New
Bluefin Capital Management, LLC1,300$217.0K0.02%−800−38.1%Reduced
Mirador Capital Partners LP1,302$217.0K0.05%−50−3.7%Reduced
Gamble Jones Investment Counsel1,300$217.0K0.01%+1,300New
Regent Investment Management LLC1,300$217.0K0.05%+1,300New
Abbot Financial Management, Inc.1,300$217.0K0.10%+1,300New
Wolff Wiese Magana LLC1,294$216.0K0.14%−17−1.3%Reduced
PBMares Wealth Management LLC1,293$216.0K0.09%+1,293New
Revolve Wealth Partners, LLC1,288$215.0K0.06%+1,288New
Aviance Capital Partners, LLC1,281$214.0K0.04%+1,281New
TSFG, LLC1,278$213.0K0.07%+1+0.1%Added
Visionary Wealth Advisors1,278$213.0K0.02%+1,278New
Probity Advisors, Inc.1,270$212.0K0.04%+1,270New
Laidlaw Wealth Management LLC1,259$210.0K0.03%−234−15.7%Reduced
Sompo Asset Management Co., Ltd.1,260$210.0K0.04%+1,260New
Greatmark Investment Partners, Inc.1,260$210.0K0.04%+1,260New
Vantage Consulting Group Inc1,257$210.0K0.06%+1,257New
TriaGen Wealth Management LLC1,258$210.0K0.10%+1,258New
Syntax Advisors, LLC1,257$210.0K0.15%+1,257New
CenterBook Partners LP1,261$210.0K0.12%+1,261New
AMG National Trust Bank1,255$209.0K0.01%−600−32.3%Reduced
Wendell David Associates Inc1,250$209.0K0.02%+1,250New
Vise Technologies, Inc.1,255$209.0K0.06%+1,255New
Budros, Ruhlin & Roe, Inc.1,245$208.0K0.02%+1,245New
Wayfinding Financial, LLC1,423$208.0K0.17%+1,423New
Global Financial Private Client, LLC1,242$207.3K0.10%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC1,241$207.0K0.01%+1,241New
Genesee Capital Advisors, LLC1,238$207.0K0.10%+1,238New
Essex Savings Bank1,230$206.0K0.07%−59−4.6%Reduced
Tradition Wealth Management, LLC1,234$206.0K0.03%+1+0.1%Added
Sierra Capital LLC1,236$206.0K0.03%+25+2.1%Added
Profit Investment Management, LLC1,236$206.0K0.13%+1,236New
Camden National Bank1,233$206.0K0.04%+1,233New
Insight Advisors, LLC1,229$205.0K0.06%−24−1.9%Reduced
Providence First Trust Co1,230$205.0K0.09%+1,230New
Legacy Financial Advisors, Inc.1,218$203.0K0.05%+1,218New
Enterprise Financial Services Corp1,213$202.0K0.03%−274−18.4%Reduced
North Star Asset Management Inc1,213$202.0K0.01%+1,213New
Corrigan Financial, Inc.1,204$201.0K0.06%+1,204New
Tobam1,207$201.0K0.01%−238−16.5%Reduced
Obermeyer Wood Investment Counsel, LLLP1,200$200.0K0.01%+1,200New
Versant Capital Management, Inc1,179$197.0K0.06%00.0%Unchanged
Washington Trust Advisors, Inc.1,176$196.0K0.01%+1,176New
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH1,152$192.0K0.01%00.0%Unchanged
MV Capital Management, Inc.1,149$192.0K0.03%+11+1.0%Added
Vectors Research Management, LLC1,150$192.0K0.04%+50+4.5%Added
Carolinas Wealth Consulting LLC1,100$184.0K0.04%+272+32.9%Added
Leelyn Smith, LLC1,082$181.0K0.05%−120−10.0%Reduced
Dark Forest Capital Management LP1,060$177.0K0.07%+1,060New
Silvant Capital Management LLC1,044$174.0K0.03%00.0%Unchanged
NewSquare Capital LLC1,035$173.0K0.02%00.0%Unchanged
Plante Moran Financial Advisors, LLC1,019$170.0K0.03%−68−6.3%Reduced
Psagot Value Holdings Ltd. / (Israel)1,000$167.0K0.03%−1,738−63.5%Reduced
Thompson Siegel & Walmsley LLC1,000$167.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC951$159.0K0.02%+538+130.3%Added
TD Ameritrade Investment Management, LLC951$159.0K0.00%+917+2,697.1%Added