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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, 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.

Institutional holdersQ1 2022: 1,665 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 heldQ1 2022: $49.8B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q4 2021.

Institutions holding WM in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Founders Financial Alliance, LLC4,397$697.0K0.31%−43−1.0%Reduced
Two Sigma Investments, LP4,416$700.0K0.00%−321,793−98.6%Reduced
Jeppson Wealth Management, LLC4,428$701.0K0.33%−8−0.2%Reduced
Fort Washington Investment Advisors Inc4,442$704.0K0.00%00.0%Unchanged
Tributary Capital Management, LLC4,450$705.0K0.06%−150−3.3%Reduced
Corundum Group, Inc.4,453$706.0K0.66%+1,866+72.1%Added
Avidian Wealth Solutions, LLC4,463$707.0K0.04%−998−18.3%Reduced
Meridian Financial, LLC4,467$708.0K0.73%00.0%Unchanged
Cahaba Wealth Management, Inc.4,318$710.0K0.10%+475+12.4%Added
Montecito Bank & Trust4,489$712.0K0.13%+117+2.7%Added
Profund Advisors LLC4,552$721.0K0.03%−909−16.6%Reduced
J. W. Coons Advisors, LLC4,550$726.0K0.22%+1,000+28.2%Added
Latitude Advisors, LLC4,590$728.0K0.16%+1,742+61.2%Added
MidWestOne Financial Group, Inc.4,607$730.0K0.16%+11+0.2%Added
Principal Street Partners, LLC4,607$730.0K0.17%+1,275+38.3%Added
Ambassador Advisors, LLC4,614$731.0K0.14%+86+1.9%Added
Independent Solutions Wealth Management, LLC4,614$731.4K0.19%−173−3.6%Reduced
GW Henssler & Associates Ltd4,659$738.0K0.04%−69−1.5%Reduced
WealthTrust Axiom LLC4,658$738.0K0.23%00.0%Unchanged
Prospera Financial Services Inc4,653$738.0K0.03%+121+2.7%Added
Stonnington Group, LLC4,550$747.0K0.18%+26+0.6%Added
Aigen Investment Management, LP4,718$748.0K0.13%−24,433−83.8%Reduced
CSM Advisors, LLC4,719$748.0K0.05%00.0%Unchanged
NSI Retail Advisors, LLC4,719$748.0K0.11%00.0%Unchanged
IMS Capital Management4,727$749.0K0.39%−175−3.6%Reduced
Wolverine Trading, LLC4,780$762.0K0.02%−10,424−68.6%Reduced
Avantax Planning Partners, Inc.4,810$762.0K0.03%−79−1.6%Reduced
Livforsakringsbolaget Skandia, Omsesidigt4,833$766.0K0.05%00.0%Unchanged
Trustcore Financial Services, LLC4,843$768.0K0.07%+100+2.1%Added
Livingston Group Asset Management CO (operating as Southport Capital Management)4,889$775.0K0.28%−495−9.2%Reduced
Fulton Bank, N.A.4,892$776.0K0.04%+379+8.4%Added
Fisher Asset Management, LLC4,901$777.0K0.00%−1,440−22.7%Reduced
One Capital Management, LLC4,903$777.0K0.04%00.0%Unchanged
Ameritas Investment Partners, Inc.4,910$778.0K0.03%−135−2.7%Reduced
First Horizon Advisors, Inc.4,918$779.0K0.04%−1,241−20.1%Reduced
Allen Mooney & Barnes Investment Advisors LLC4,938$782.8K0.17%+4,938New
Burke & Herbert Bank & Trust Co4,953$785.0K0.50%−223−4.3%Reduced
Bank Ozk4,980$790.0K0.34%+200+4.2%Added
Barbara Oil Co.5,000$793.0K0.36%00.0%Unchanged
Kercheville Advisors, LLC5,000$793.0K0.38%+1,600+47.1%Added
Proequities, Inc.5,014$795.0K0.06%−577−10.3%Reduced
Wealthsource Partners, LLC5,025$796.0K0.05%−71−1.4%Reduced
HBK Sorce Advisory LLC5,028$797.0K0.04%−307−5.8%Reduced
Roble, Belko & Company, Inc5,030$797.0K0.15%00.0%Unchanged
Buckingham Strategic Wealth, LLC5,045$800.0K0.02%+6+0.1%Added
Boston Financial Mangement LLC5,067$803.0K0.03%+486+10.6%Added
Clear Creek Financial Management, LLC5,078$805.0K0.13%−253−4.7%Reduced
Arkadios Wealth Advisors5,084$806.0K0.11%−682−11.8%Reduced
Ashfield Capital Partners, LLC5,098$808.0K0.05%00.0%Unchanged
Citizens Business Bank5,109$810.0K0.10%−400−7.3%Reduced
World Equity Group, Inc.5,132$813.4K0.18%+5,132New
Kinneret Advisory, LLC5,147$816.0K0.09%+115+2.3%Added
Mayflower Financial Advisors, LLC5,177$821.0K0.11%−43−0.8%Reduced
VeraBank, N.A.5,216$827.0K0.43%−350−6.3%Reduced
Symmetry Partners, LLC5,250$832.0K0.05%00.0%Unchanged
Nwam LLC5,264$834.0K0.06%−4,616−46.7%Reduced
Quantbot Technologies LP5,266$834.0K0.07%+5,266New
Financial Advocates Investment Management5,269$835.0K0.06%−45,012−89.5%Reduced
Redwood Investments, LLC5,301$840.0K0.08%00.0%Unchanged
CWA Asset Management Group, LLC5,298$840.0K0.06%+20+0.4%Added
Van Hulzen Asset Management, LLC5,305$841.0K0.09%−318−5.7%Reduced
Altium Wealth Management LLC5,305$841.0K0.05%+2,508+89.7%Added
Coastal Investment Advisors, Inc.5,324$844.0K0.17%+28+0.5%Added
Caldwell Trust Co5,338$846.1K0.10%+180+3.5%Added
Stokes Family Office, LLC5,349$848.0K0.11%+68+1.3%Added
Silvercrest Asset Management Group LLC5,362$850.0K0.01%+1,117+26.3%Added
Lido Advisors, LLC5,375$851.0K0.02%−4,527−45.7%Reduced
Sound View Wealth Advisors Group, LLC5,369$851.0K0.16%+99+1.9%Added
Merit Financial Group, LLC5,438$862.0K0.05%−489−8.3%Reduced
SOL Capital Management CO5,450$864.0K0.16%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC5,463$866.0K0.30%−512−8.6%Reduced
Palladium Partners LLC5,470$867.0K0.04%+244+4.7%Added
Independence Bank of Kentucky5,475$868.0K0.34%−575−9.5%Reduced
Atlantic Trust, LLC5,510$873.0K0.58%−80−1.4%Reduced
Financial Network Wealth Management LLC5,525$876.0K0.46%00.0%Unchanged
MTM Investment Management, LLC5,528$876.0K0.42%+45+0.8%Added
Chicago Capital, LLC5,553$880.0K0.04%−300−5.1%Reduced
Golden State Wealth Management, LLC5,578$884.0K0.17%−1,478−20.9%Reduced
Wedbush Securities Inc5,605$888.0K0.04%−1,245−18.2%Reduced
Welch & Forbes LLC5,642$894.0K0.01%+34+0.6%Added
Gladstone Institutional Advisory LLC5,637$894.0K0.06%+1,950+52.9%Added
Change Path, LLC5,647$895.0K0.05%+4,222+296.3%Added
Group One Trading, L.P.5,654$896.0K0.02%−6,696−54.2%Reduced
TCM Advisors, LLC–$903.0K0.84%––
Castle Rock Wealth Management, LLC5,688$905.0K0.42%−7,040−55.3%Reduced
Coldstream Capital Management Inc5,720$907.0K0.03%−452−7.3%Reduced
Moneta Group Investment Advisors LLC5,735$909.0K0.04%+1,912+50.0%Added
January Capital Advisors LLC5,955$911.0K0.81%−5−0.1%Reduced
Alaethes Wealth LLC5,776$915.0K0.58%−518−8.2%Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna5,775$915.3K0.43%−100−1.7%Reduced
Essex Financial Services, Inc.5,784$917.0K0.09%+27+0.5%Added
Capital Planning LLC5,800$919.0K0.36%00.0%Unchanged
Nations Financial Group Inc,5,795$919.0K0.11%+151+2.7%Added
U.S. Capital Wealth Advisors, LLC5,813$921.0K0.03%+498+9.4%Added
Venture Visionary Partners LLC5,817$922.0K0.06%+3+0.1%Added
Welch Group, LLC5,825$923.0K0.05%00.0%Unchanged
Palumbo Wealth Management LLC5,826$923.0K0.59%+158+2.8%Added
Sequoia Financial Advisors, LLC5,849$927.0K0.02%−146−2.4%Reduced
Financial Advisory Service, Inc.5,849$927.0K0.09%+10.0%Added
AGF Investments LLC5,853$928.0K0.08%+826+16.4%Added