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 |
|---|---|---|---|---|---|
| AllSquare Wealth Management LLC | 945 | $158.0K | 0.09% | 00.0% | Unchanged |
| M&R Capital Management Inc | 944 | $157.0K | 0.03% | −26−2.7% | Reduced |
| Glassman Wealth Services | 940 | $157.0K | 0.03% | +37+4.1% | Added |
| Mascoma Wealth Management LLC | 937 | $156.0K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 922 | $154.0K | 0.01% | +922 | New |
| Arlington Partners LLC | 915 | $153.0K | 0.04% | −253−21.7% | Reduced |
| Gables Capital Management Inc. | 919 | $153.0K | 0.09% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 910 | $152.0K | 0.02% | +910 | New |
| Harbor Investment Advisory, LLC | 907 | $151.0K | 0.02% | +62+7.3% | Added |
| Norwood Financial Corp | 900 | $150.0K | 0.21% | +900 | New |
| Carroll Financial Associates, Inc. | 901 | $147.0K | 0.01% | +8+0.9% | Added |
| PSI Advisors, LLC | 880 | $147.0K | 0.06% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 875 | $146.0K | 0.09% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 843 | $141.0K | 0.10% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 850 | $141.0K | 0.00% | +37+4.6% | Added |
| Albion Financial Group | 847 | $141.0K | 0.01% | +721+572.2% | Added |
| EverSource Wealth Advisors, LLC | 827 | $139.0K | 0.04% | +827 | New |
| Wagner Wealth Management, LLC | 827 | $138.0K | 0.11% | +1+0.1% | Added |
| Essex Investment Management Co LLC | 827 | $138.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 825 | $138.0K | 0.03% | 00.0% | Unchanged |
| Twin Tree Management, LP | 824 | $138.0K | 0.00% | +824 | New |
| Allworth Financial LP | 808 | $135.0K | 0.00% | −276−25.5% | Reduced |
| Winch Advisory Services, LLC | 810 | $135.0K | 0.04% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 800 | $134.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 785 | $131.0K | 0.02% | −738−48.5% | Reduced |
| Valley National Advisers Inc | 778 | $130.0K | 0.02% | −13−1.6% | Reduced |
| First Financial Corp | 779 | $130.0K | 0.08% | 00.0% | Unchanged |
| Logan Capital Management Inc | 756 | $126.0K | 0.01% | +44+6.2% | Added |
| Lenox Wealth Advisors, LLC | 747 | $125.0K | 0.02% | +6+0.8% | Added |
| Ahrens Investment Partners LLC | 750 | $125.0K | 0.06% | +750 | New |
| Schubert & Co | 750 | $125.0K | 0.13% | +750 | New |
| BerganKDV Wealth Management, LLC | 742 | $124.0K | 0.01% | +80+12.1% | Added |
| Clean Yield Group | 726 | $121.0K | 0.04% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 707 | $118.0K | 0.04% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 700 | $117.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 700 | $116.8K | 0.10% | +700 | New |
| West Paces Advisors Inc. | 696 | $116.2K | 0.04% | +169+32.1% | Added |
| Robbins Farley LLC | 697 | $116.0K | 0.09% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 691 | $115.0K | 0.03% | +3+0.4% | Added |
| Barrett Asset Management, LLC | 675 | $113.0K | 0.00% | +25+3.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 680 | $113.0K | 0.01% | +291+74.8% | Added |
| Retirement Planning Co of New England, Inc. | 665 | $111.0K | 0.05% | +665 | New |
| TCI Wealth Advisors, Inc. | 651 | $109.0K | 0.02% | −407−38.5% | Reduced |
| Widmann Financial Services, Inc. | 659 | $109.0K | 0.09% | +659 | New |
| Baystate Wealth Management LLC | 628 | $105.0K | 0.01% | +13+2.1% | Added |
| JFS Wealth Advisors, LLC | 623 | $104.0K | 0.01% | +33+5.6% | Added |
| Garde Capital, Inc. | 621 | $104.0K | 0.01% | +621 | New |
| Cribstone Capital Management, LLC | 615 | $103.0K | 0.06% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 614 | $102.0K | 0.01% | +614 | New |
| Bedel Financial Consulting, Inc. | 600 | $100.0K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 600 | $100.0K | 0.08% | +300+100.0% | Added |
| HC Financial Advisors Inc | 579 | $97.0K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 554 | $93.0K | 0.01% | +8+1.5% | Added |
| Simon Quick Advisors, LLC | 550 | $92.0K | 0.02% | −221−28.7% | Reduced |
| Operose Advisors LLC | 550 | $92.0K | 0.07% | +550 | New |
| American National Bank | 530 | $88.0K | 0.02% | −60−10.2% | Reduced |
| Red Cedar Capital, LLC | 525 | $88.0K | 0.05% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 527 | $87.0K | 0.00% | +527 | New |
| Eagle Bay Advisors LLC | 509 | $85.0K | 0.06% | −529−51.0% | Reduced |
| Kepos Capital LP | 510 | $85.0K | 0.01% | +510 | New |
| Financial Perspectives, Inc | 500 | $83.5K | 0.04% | 00.0% | Unchanged |
| O'Dell Group, LLC | 500 | $83.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 499 | $83.0K | 0.03% | +90+22.0% | Added |
| Rather & Kittrell, Inc. | 498 | $83.0K | 0.07% | +498 | New |
| Citizens National Bank Trust Department | 500 | $83.0K | 0.03% | +500 | New |
| Private Capital Group, LLC | 485 | $81.0K | 0.02% | +34+7.5% | Added |
| Geo Capital Gestora de Recursos Ltd | 479 | $80.0K | 0.04% | −6,689−93.3% | Reduced |
| Sargent Bickham Lagudis LLC | 479 | $80.0K | 0.01% | −481−50.1% | Reduced |
| Accel Wealth Management | 468 | $78.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 469 | $78.0K | 0.01% | +469 | New |
| CVA Family Office, LLC | 455 | $76.0K | 0.02% | +255+127.5% | Added |
| Brown, Lisle/Cummings, Inc. | 450 | $75.1K | 0.04% | +450 | New |
| Asset Dedication, LLC | 441 | $74.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 419 | $70.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 421 | $70.0K | 0.01% | +83+24.6% | Added |
| Sittner & Nelson, LLC | 410 | $69.0K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 408 | $68.0K | 0.01% | −54−11.7% | Reduced |
| West Branch Capital LLC | 410 | $68.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $67.0K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 400 | $67.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 401 | $67.0K | 0.02% | +38+10.5% | Added |
| Cascade Investment Advisors, Inc. | 400 | $66.8K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 390 | $65.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 391 | $65.0K | 0.03% | +21+5.7% | Added |
| Trust Co | 381 | $64.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 370 | $62.0K | 0.09% | +370 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 364 | $61.0K | 0.03% | +59+19.3% | Added |
| Key Financial Inc | 358 | $60.0K | 0.03% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 346 | $58.0K | 0.03% | +346 | New |
| FinTrust Capital Advisors, LLC | 343 | $57.0K | 0.01% | −112−24.6% | Reduced |
| Disciplined Investments, LLC | 331 | $55.0K | 0.02% | +181+120.7% | Added |
| Pin Oak Investment Advisors Inc | 324 | $54.0K | 0.05% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 325 | $54.0K | 0.03% | +325 | New |
| CNB Bank | 305 | $51.0K | 0.03% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $50.0K | 0.01% | – | – |
| Gemmer Asset Management LLC | 301 | $50.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 300 | $50.0K | 0.01% | +135+81.8% | Added |
| RE Dickinson Investment Advisors, LLC | 300 | $50.0K | 0.04% | +300 | New |
| Sandy Cove Advisors, LLC | 300 | $50.0K | 0.04% | +300 | New |
| WD Rutherford LLC | 293 | $49.0K | 0.02% | 00.0% | Unchanged |