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; 2,378 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, Q1 2022
Institutional positions in Waste Management Inc as of Mar 31, 2022. 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
- 1,665
- −13 vs. Q4 2021
- Shares held
- 316.0M
- −844.6K (−0.3%) vs. Q4 2021
- Total value
- $49.8B
- −$2.94B (−5.6%) vs. Q4 2021
- New holders
- 110
- 638 more added
- Sold out
- 123
- 600 more reduced
22 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 2,378 | $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, Q1 2022
Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CNB Bank | 305 | $48.0K | 0.03% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $48.0K | 0.01% | – | – |
| RE Dickinson Investment Advisors, LLC | 300 | $48.0K | 0.03% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 300 | $48.0K | 0.04% | 00.0% | Unchanged |
| Conrad Siegel Investment Advisors, Inc. | 300 | $48.0K | 0.04% | +300 | New |
| Sound Income Strategies, LLC | 307 | $49.0K | 0.01% | −114−27.1% | Reduced |
| Pin Oak Investment Advisors Inc | 324 | $51.0K | 0.05% | 00.0% | Unchanged |
| Curi Capital | 322 | $51.0K | 0.01% | +253+366.7% | Added |
| Newbridge Financial Services Group, Inc. | 329 | $52.0K | 0.03% | −62−15.9% | Reduced |
| Benjamin Edwards Inc | 335 | $53.0K | 0.02% | −66−16.5% | Reduced |
| FinTrust Capital Advisors, LLC | 343 | $54.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 358 | $57.0K | 0.03% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 364 | $58.0K | 0.03% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 373 | $58.0K | 0.04% | +373 | New |
| Alpha Paradigm Partners, LLC | 374 | $59.0K | 0.02% | +374 | New |
| Assetmark, Inc | 377 | $60.0K | 0.00% | −9,434−96.2% | Reduced |
| Trust Co | 381 | $60.0K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 369 | $61.0K | 0.04% | +369 | New |
| Sugarloaf Wealth Management, LLC | 390 | $62.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $63.0K | 0.03% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 400 | $63.0K | 0.03% | +354+769.6% | Added |
| Cascade Investment Advisors, Inc. | 400 | $63.4K | 0.04% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 404 | $64.0K | 0.03% | +73+22.1% | Added |
| Accel Wealth Management | 408 | $65.0K | 0.03% | −60−12.8% | Reduced |
| Sittner & Nelson, LLC | 410 | $65.0K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 408 | $65.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 410 | $65.0K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 410 | $65.0K | 0.03% | +410 | New |
| Montag A & Associates Inc | 419 | $66.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 421 | $67.3K | 0.01% | +375+815.2% | Added |
| Kepos Capital LP | 430 | $68.0K | 0.01% | −80−15.7% | Reduced |
| Altshuler Shaham Ltd | 427 | $68.0K | 0.00% | +427 | New |
| Chiron Investment Management, LLC | 426 | $68.0K | 0.01% | +426 | New |
| Asset Dedication, LLC | 441 | $69.0K | 0.01% | 00.0% | Unchanged |
| Nauset Wealth Management. LLC | 440 | $70.0K | 0.06% | +440 | New |
| Brown, Lisle/Cummings, Inc. | 450 | $71.3K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 452 | $72.0K | 0.01% | +175+63.2% | Added |
| Private Capital Group, LLC | 463 | $73.0K | 0.02% | −22−4.5% | Reduced |
| Princeton Global Asset Management LLC | 470 | $74.0K | 0.02% | +70+17.5% | Added |
| Sargent Bickham Lagudis LLC | 479 | $76.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 500 | $79.0K | 0.00% | −2,124−80.9% | Reduced |
| O'Dell Group, LLC | 500 | $79.0K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 512 | $81.0K | 0.04% | +166+48.0% | Added |
| Citizens National Bank Trust Department | 500 | $82.0K | 0.03% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 525 | $83.0K | 0.05% | 00.0% | Unchanged |
| American National Bank | 530 | $84.0K | 0.02% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 550 | $87.0K | 0.05% | −29−5.0% | Reduced |
| Stonebridge Capital Advisors LLC | 554 | $88.0K | 0.01% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 479 | $94.0K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 600 | $95.0K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 600 | $95.0K | 0.07% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 610 | $97.0K | 0.05% | −5−0.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 627 | $99.0K | 0.03% | −80−11.3% | Reduced |
| Operose Advisors LLC | 635 | $101.0K | 0.07% | +85+15.5% | Added |
| Cyrus J. Lawrence, LLC | 645 | $102.0K | 0.02% | +645 | New |
| Castleview Partners, LLC | 650 | $103.0K | 0.06% | −129,365−99.5% | Reduced |
| Ahrens Investment Partners LLC | 653 | $103.0K | 0.03% | −97−12.9% | Reduced |
| TCI Wealth Advisors, Inc. | 651 | $103.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 649 | $103.0K | 0.03% | +150+30.1% | Added |
| Clear Street Markets LLC | 658 | $104.0K | 0.03% | −9,482−93.5% | Reduced |
| Baystate Wealth Management LLC | 655 | $104.0K | 0.01% | +27+4.3% | Added |
| BerganKDV Wealth Management, LLC | 663 | $105.0K | 0.01% | −79−10.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 679 | $107.0K | 0.01% | −1−0.1% | Reduced |
| Covestor Ltd | 680 | $108.0K | 0.07% | +310+83.8% | Added |
| JFS Wealth Advisors, LLC | 688 | $109.0K | 0.01% | +65+10.4% | Added |
| Financial Perspectives, Inc | 692 | $109.7K | 0.05% | +192+38.4% | Added |
| Ellis Investment Partners, LLC | 694 | $110.0K | 0.03% | +3+0.4% | Added |
| Tradewinds Capital Management, LLC | 701 | $111.0K | 0.02% | +1+0.1% | Added |
| First Community Trust NA | 700 | $111.0K | 0.11% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 704 | $111.6K | 0.03% | +8+1.1% | Added |
| Acropolis Investment Management, LLC | 714 | $113.0K | 0.01% | +100+16.3% | Added |
| Schubert & Co | 754 | $119.0K | 0.13% | +4+0.5% | Added |
| Simon Quick Advisors, LLC | 762 | $121.0K | 0.03% | +212+38.5% | Added |
| CVA Family Office, LLC | 765 | $121.0K | 0.03% | +310+68.1% | Added |
| Logan Capital Management Inc | 769 | $122.0K | 0.01% | +13+1.7% | Added |
| Column Capital Advisors, LLC | 775 | $123.0K | 0.02% | −50−6.1% | Reduced |
| Valley National Advisers Inc | 778 | $123.0K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 779 | $124.0K | 0.08% | 00.0% | Unchanged |
| Clean Yield Group | 792 | $126.0K | 0.05% | +66+9.1% | Added |
| Hills Bank & Trust Co | 800 | $127.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 811 | $128.0K | 0.03% | −16−1.9% | Reduced |
| Winch Advisory Services, LLC | 809 | $128.0K | 0.04% | −1−0.1% | Reduced |
| Lenox Wealth Advisors, LLC | 786 | $130.0K | 0.02% | +39+5.2% | Added |
| Essex Investment Management Co LLC | 827 | $131.0K | 0.02% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 843 | $134.0K | 0.09% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 855 | $136.0K | 0.00% | +5+0.6% | Added |
| PSI Advisors, LLC | 880 | $139.0K | 0.06% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 884 | $140.0K | 0.01% | +884 | New |
| Plante Moran Financial Advisors, LLC | 898 | $142.0K | 0.03% | −121−11.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 901 | $143.0K | 0.00% | −50−5.3% | Reduced |
| M&R Capital Management Inc | 903 | $143.0K | 0.03% | −41−4.3% | Reduced |
| Norwood Financial Corp | 900 | $143.0K | 0.21% | 00.0% | Unchanged |
| Arlington Partners LLC | 915 | $145.0K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 919 | $146.0K | 0.09% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 928 | $147.0K | 0.02% | +21+2.3% | Added |
| Crewe Advisors LLC | 930 | $148.0K | 0.03% | +630+210.0% | Added |
| Thompson Siegel & Walmsley LLC | 948 | $150.0K | 0.00% | −52−5.2% | Reduced |
| AllSquare Wealth Management LLC | 949 | $150.0K | 0.09% | +4+0.4% | Added |
| DuPont Capital Management Corp | 955 | $151.0K | 0.01% | −751−44.0% | Reduced |
| Capital Advisors, Ltd. LLC | 950 | $151.0K | 0.03% | +481+102.6% | Added |