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 |
|---|---|---|---|---|---|
| Titleist Asset Management, Ltd. | 7,416 | $1.24M | 0.24% | +7,416 | New |
| Pegasus Partners Ltd. | 7,413 | $1.24M | 0.22% | −995−11.8% | Reduced |
| West Family Investments, Inc. | 7,393 | $1.23M | 0.35% | −922−11.1% | Reduced |
| Oppenheimer Asset Management Inc. | 7,349 | $1.23M | 0.02% | −813−10.0% | Reduced |
| Fayez Sarofim & Co | 7,346 | $1.23M | 0.00% | +1,000+15.8% | Added |
| Busey Wealth Management | 7,211 | $1.20M | 0.05% | −28−0.4% | Reduced |
| Ninety One SA (PTY) Ltd | 7,206 | $1.20M | 0.35% | −2,950−29.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,098 | $1.19M | 0.28% | +7,098 | New |
| Boyar Asset Management Inc. | 7,066 | $1.18M | 0.71% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 7,056 | $1.18M | 0.20% | +1,412+25.0% | Added |
| IndexIQ Advisors LLC | 7,051 | $1.18M | 0.04% | −269−3.7% | Reduced |
| Rosenbaum Jay D. | 7,047 | $1.18M | 1.73% | −1,791−20.3% | Reduced |
| Evercore Wealth Management, LLC | 7,048 | $1.18M | 0.02% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 7,028 | $1.17M | 0.57% | +7,028 | New |
| IBM Retirement Fund | 7,019 | $1.17M | 0.15% | −4,883−41.0% | Reduced |
| Ameritas Advisory Services, LLC | 6,983 | $1.17M | 0.04% | +6,983 | New |
| Resources Management Corp | 6,961 | $1.16M | 0.15% | +35+0.5% | Added |
| River Wealth Advisors LLC | 6,949 | $1.16M | 0.18% | +604+9.5% | Added |
| Wedgewood Investors Inc | 6,900 | $1.15M | 1.36% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 6,870 | $1.15M | 0.62% | 00.0% | Unchanged |
| Wedbush Securities Inc | 6,850 | $1.14M | 0.05% | +244+3.7% | Added |
| Aries Wealth Management | 6,845 | $1.14M | 0.44% | +331+5.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 6,810 | $1.14M | 0.22% | −52−0.8% | Reduced |
| Ignite Planners, LLC | 7,300 | $1.13M | 0.74% | +7,300 | New |
| Chicago Partners Investment Group LLC | 7,962 | $1.13M | 0.08% | −26−0.3% | Reduced |
| Elm Advisors, LLC | 6,760 | $1.13M | 0.63% | −101−1.5% | Reduced |
| Miracle Mile Advisors, LLC | 6,704 | $1.12M | 0.04% | +156+2.4% | Added |
| First Farmers & Merchants Bank / Trust | 6,707 | $1.12M | 1.11% | +6,707 | New |
| Empirical Finance, LLC | 6,687 | $1.12M | 0.13% | +1,769+36.0% | Added |
| Dempze Nancy E | 6,654 | $1.11M | 0.75% | +325+5.1% | Added |
| Old National Bancorp | 6,622 | $1.10M | 0.04% | −1,146−14.8% | Reduced |
| Kovack Advisors, Inc. | 6,616 | $1.10M | 0.11% | −2,684−28.9% | Reduced |
| Pictet North America Advisors SA | 6,600 | $1.10M | 0.11% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 6,598 | $1.10M | 0.96% | +6,598 | New |
| Nomura Holdings Inc | 6,562 | $1.09M | 0.01% | −2,074−24.0% | Reduced |
| Axxcess Wealth Management, LLC | 6,559 | $1.09M | 0.08% | +6,559 | New |
| IVC Wealth Advisors LLC | 6,549 | $1.09M | 0.70% | −5−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,526 | $1.09M | 0.09% | −7−0.1% | Reduced |
| Western Wealth Management, LLC | 6,509 | $1.09M | 0.11% | +6,509 | New |
| Checchi Capital Advisers, LLC | 6,504 | $1.09M | 0.12% | +161+2.5% | Added |
| Pensionfund DSM Netherlands | 6,500 | $1.08M | 0.13% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 6,485 | $1.08M | 0.06% | −932−12.6% | Reduced |
| Detalus Advisors, LLC | 6,471 | $1.08M | 0.52% | +211+3.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 7,417 | $1.08M | 0.69% | +7,417 | New |
| Fukoku Mutual Life Insurance Co | 6,430 | $1.07M | 0.08% | +230+3.7% | Added |
| Pathstone Family Office, LLC | 6,374 | $1.07M | 0.03% | +1,279+25.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,393 | $1.07M | 0.09% | −35−0.5% | Reduced |
| Cobblestone Capital Advisors LLC | 6,396 | $1.07M | 0.07% | +1,437+29.0% | Added |
| Ashton Thomas Private Wealth, LLC | 6,392 | $1.07M | 0.10% | +2,663+71.4% | Added |
| Pekin Hardy Strauss, Inc. | 6,387 | $1.07M | 0.15% | +67+1.1% | Added |
| Sciencast Management LP | 6,441 | $1.06M | 0.19% | +6,441 | New |
| Segment Wealth Management, LLC | 6,370 | $1.06M | 0.11% | +320+5.3% | Added |
| Westover Capital Advisors, LLC | 6,366 | $1.06M | 0.31% | −90−1.4% | Reduced |
| Birch Hill Investment Advisors LLC | 6,339 | $1.06M | 0.05% | −75−1.2% | Reduced |
| Fisher Asset Management, LLC | 6,341 | $1.06M | 0.00% | +989+18.5% | Added |
| Ancora Advisors, LLC | 6,319 | $1.05M | 0.03% | −310−4.7% | Reduced |
| First Pacific Financial | 6,311 | $1.05M | 0.51% | +122+2.0% | Added |
| Zions Bancorporation, N.A. | 6,310 | $1.05M | 0.09% | +439+7.5% | Added |
| Alaethes Wealth LLC | 6,294 | $1.05M | 0.66% | −3,144−33.3% | Reduced |
| Federated Hermes, Inc. | 6,254 | $1.04M | 0.00% | −107−1.7% | Reduced |
| Advisors Capital Management, LLC | 6,201 | $1.03M | 0.03% | +43+0.7% | Added |
| Signaturefd, LLC | 6,170 | $1.03M | 0.03% | +702+12.8% | Added |
| Coldstream Capital Management Inc | 6,172 | $1.03M | 0.03% | +2,210+55.8% | Added |
| MQS Management LLC | 6,168 | $1.03M | 1.65% | +6,168 | New |
| First Horizon Advisors, Inc. | 6,159 | $1.03M | 0.03% | −108−1.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,102 | $1.02M | 0.54% | −62−1.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,102 | $1.02M | 0.01% | +195+3.3% | Added |
| Toth Financial Advisory Corp | 6,084 | $1.01M | 0.14% | +791+14.9% | Added |
| Whittier Trust Co of Nevada Inc | 6,072 | $1.01M | 0.04% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 6,050 | $1.01M | 0.41% | −1,855−23.5% | Reduced |
| Tdam USA Inc. | 6,037 | $1.01M | 0.06% | +537+9.8% | Added |
| Donoghue Forlines LLC | 6,018 | $1.00M | 0.17% | +6,018 | New |
| Stony Point Wealth Management Inc. | 6,006 | $1.00M | 0.53% | +1,089+22.1% | Added |
| Sequoia Financial Advisors, LLC | 5,995 | $1.00M | 0.03% | +3,897+185.7% | Added |
| Fortis Capital Management LLC | 5,981 | $998.0K | 0.52% | +412+7.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 5,975 | $997.0K | 0.37% | +999+20.1% | Added |
| Confluence Wealth Services, Inc. | 5,968 | $996.0K | 0.32% | +5,968 | New |
| January Capital Advisors LLC | 5,960 | $995.0K | 0.79% | +5,960 | New |
| FDx Advisors, Inc. | 5,942 | $992.0K | 0.03% | −109−1.8% | Reduced |
| JBJ Investment Partners, LLC | 5,927 | $989.0K | 0.20% | −2,168−26.8% | Reduced |
| Merit Financial Group, LLC | 5,927 | $989.0K | 0.10% | +15+0.3% | Added |
| MBM Wealth Consultants, LLC | 5,913 | $987.0K | 0.41% | +82+1.4% | Added |
| Chicago Capital, LLC | 5,853 | $977.0K | 0.04% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 5,848 | $976.0K | 0.04% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 5,848 | $976.0K | 0.09% | +104+1.8% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,875 | $973.7K | 0.28% | +270+4.8% | Added |
| Welch Group, LLC | 5,825 | $972.0K | 0.06% | −125−2.1% | Reduced |
| Venture Visionary Partners LLC | 5,814 | $970.0K | 0.06% | 00.0% | Unchanged |
| Capital Planning LLC | 5,800 | $968.0K | 0.36% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,766 | $962.0K | 0.13% | −600−9.4% | Reduced |
| Essex Financial Services, Inc. | 5,757 | $961.0K | 0.10% | −57−1.0% | Reduced |
| Palumbo Wealth Management LLC | 5,668 | $946.0K | 0.59% | +295+5.5% | Added |
| Meristem Family Wealth, LLC | 5,657 | $944.0K | 0.08% | 00.0% | Unchanged |
| American Trust | 5,651 | $943.0K | 0.07% | +5,651 | New |
| Nations Financial Group Inc, | 5,644 | $942.0K | 0.12% | −26−0.5% | Reduced |
| Thoroughbred Financial Services, LLC | 5,649 | $942.0K | 0.20% | +566+11.1% | Added |
| Van Hulzen Asset Management, LLC | 5,623 | $938.0K | 0.10% | −475−7.8% | Reduced |
| Welch & Forbes LLC | 5,608 | $935.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 5,591 | $933.0K | 0.05% | +195+3.6% | Added |
| Atlantic Trust, LLC | 5,590 | $932.0K | 0.55% | 00.0% | Unchanged |