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; 2,380 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 | 2,380 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,324 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,206 | $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 |
|---|---|---|---|---|---|
| Stokes Family Office, LLC | 5,349 | $848.0K | 0.11% | +68+1.3% | Added |
| Caldwell Trust Co | 5,338 | $846.1K | 0.10% | +180+3.5% | Added |
| Coastal Investment Advisors, Inc. | 5,324 | $844.0K | 0.17% | +28+0.5% | Added |
| Van Hulzen Asset Management, LLC | 5,305 | $841.0K | 0.09% | −318−5.7% | Reduced |
| Altium Wealth Management LLC | 5,305 | $841.0K | 0.05% | +2,508+89.7% | Added |
| Redwood Investments, LLC | 5,301 | $840.0K | 0.08% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 5,298 | $840.0K | 0.06% | +20+0.4% | Added |
| Financial Advocates Investment Management | 5,269 | $835.0K | 0.06% | −45,012−89.5% | Reduced |
| Nwam LLC | 5,264 | $834.0K | 0.06% | −4,616−46.7% | Reduced |
| Quantbot Technologies LP | 5,266 | $834.0K | 0.07% | +5,266 | New |
| Symmetry Partners, LLC | 5,250 | $832.0K | 0.05% | 00.0% | Unchanged |
| VeraBank, N.A. | 5,216 | $827.0K | 0.43% | −350−6.3% | Reduced |
| Mayflower Financial Advisors, LLC | 5,177 | $821.0K | 0.11% | −43−0.8% | Reduced |
| Kinneret Advisory, LLC | 5,147 | $816.0K | 0.09% | +115+2.3% | Added |
| World Equity Group, Inc. | 5,132 | $813.4K | 0.18% | +5,132 | New |
| Citizens Business Bank | 5,109 | $810.0K | 0.10% | −400−7.3% | Reduced |
| Ashfield Capital Partners, LLC | 5,098 | $808.0K | 0.05% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,084 | $806.0K | 0.11% | −682−11.8% | Reduced |
| Clear Creek Financial Management, LLC | 5,078 | $805.0K | 0.13% | −253−4.7% | Reduced |
| Boston Financial Mangement LLC | 5,067 | $803.0K | 0.03% | +486+10.6% | Added |
| Buckingham Strategic Wealth, LLC | 5,045 | $800.0K | 0.02% | +6+0.1% | Added |
| HBK Sorce Advisory LLC | 5,028 | $797.0K | 0.04% | −307−5.8% | Reduced |
| Roble, Belko & Company, Inc | 5,030 | $797.0K | 0.15% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 5,025 | $796.0K | 0.05% | −71−1.4% | Reduced |
| Proequities, Inc. | 5,014 | $795.0K | 0.06% | −577−10.3% | Reduced |
| Barbara Oil Co. | 5,000 | $793.0K | 0.36% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 5,000 | $793.0K | 0.38% | +1,600+47.1% | Added |
| Bank Ozk | 4,980 | $790.0K | 0.34% | +200+4.2% | Added |
| Burke & Herbert Bank & Trust Co | 4,953 | $785.0K | 0.50% | −223−4.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,938 | $782.8K | 0.17% | +4,938 | New |
| First Horizon Advisors, Inc. | 4,918 | $779.0K | 0.04% | −1,241−20.1% | Reduced |
| Ameritas Investment Partners, Inc. | 4,910 | $778.0K | 0.03% | −135−2.7% | Reduced |
| Fisher Asset Management, LLC | 4,901 | $777.0K | 0.00% | −1,440−22.7% | Reduced |
| One Capital Management, LLC | 4,903 | $777.0K | 0.04% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,892 | $776.0K | 0.04% | +379+8.4% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 4,889 | $775.0K | 0.28% | −495−9.2% | Reduced |
| Trustcore Financial Services, LLC | 4,843 | $768.0K | 0.07% | +100+2.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,833 | $766.0K | 0.05% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 4,780 | $762.0K | 0.02% | −10,424−68.6% | Reduced |
| Avantax Planning Partners, Inc. | 4,810 | $762.0K | 0.03% | −79−1.6% | Reduced |
| IMS Capital Management | 4,727 | $749.0K | 0.39% | −175−3.6% | Reduced |
| Aigen Investment Management, LP | 4,718 | $748.0K | 0.13% | −24,433−83.8% | Reduced |
| CSM Advisors, LLC | 4,719 | $748.0K | 0.05% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 4,719 | $748.0K | 0.11% | 00.0% | Unchanged |
| Stonnington Group, LLC | 4,550 | $747.0K | 0.18% | +26+0.6% | Added |
| GW Henssler & Associates Ltd | 4,659 | $738.0K | 0.04% | −69−1.5% | Reduced |
| WealthTrust Axiom LLC | 4,658 | $738.0K | 0.23% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,653 | $738.0K | 0.03% | +121+2.7% | Added |
| Independent Solutions Wealth Management, LLC | 4,614 | $731.4K | 0.19% | −173−3.6% | Reduced |
| Ambassador Advisors, LLC | 4,614 | $731.0K | 0.14% | +86+1.9% | Added |
| MidWestOne Financial Group, Inc. | 4,607 | $730.0K | 0.16% | +11+0.2% | Added |
| Principal Street Partners, LLC | 4,607 | $730.0K | 0.17% | +1,275+38.3% | Added |
| Latitude Advisors, LLC | 4,590 | $728.0K | 0.16% | +1,742+61.2% | Added |
| J. W. Coons Advisors, LLC | 4,550 | $726.0K | 0.22% | +1,000+28.2% | Added |
| Profund Advisors LLC | 4,552 | $721.0K | 0.03% | −909−16.6% | Reduced |
| Montecito Bank & Trust | 4,489 | $712.0K | 0.13% | +117+2.7% | Added |
| Cahaba Wealth Management, Inc. | 4,318 | $710.0K | 0.10% | +475+12.4% | Added |
| Meridian Financial, LLC | 4,467 | $708.0K | 0.73% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 4,463 | $707.0K | 0.04% | −998−18.3% | Reduced |
| Corundum Group, Inc. | 4,453 | $706.0K | 0.66% | +1,866+72.1% | Added |
| Tributary Capital Management, LLC | 4,450 | $705.0K | 0.06% | −150−3.3% | Reduced |
| Fort Washington Investment Advisors Inc | 4,442 | $704.0K | 0.00% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 4,428 | $701.0K | 0.33% | −8−0.2% | Reduced |
| Two Sigma Investments, LP | 4,416 | $700.0K | 0.00% | −321,793−98.6% | Reduced |
| Founders Financial Alliance, LLC | 4,397 | $697.0K | 0.31% | −43−1.0% | Reduced |
| Level Four Advisory Services, LLC | 4,388 | $695.0K | 0.05% | −478−9.8% | Reduced |
| Mark Stevens | 4,387 | $695.0K | 0.08% | −212−4.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,387 | $695.0K | 0.14% | +10.0% | Added |
| Cypress Asset Management Inc | 4,315 | $684.0K | 0.20% | +110+2.6% | Added |
| Ipswich Investment Management Co., Inc. | 4,300 | $682.0K | 0.17% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,281 | $679.0K | 0.03% | −93−2.1% | Reduced |
| MMBG Investment Advisors Co. | 4,260 | $675.0K | 0.07% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 4,250 | $674.0K | 0.46% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 4,228 | $670.0K | 0.64% | −90−2.1% | Reduced |
| Founders Financial Securities LLC | 4,180 | $663.0K | 0.12% | +367+9.6% | Added |
| Tokio Marine Asset Management Co Ltd | 4,186 | $663.0K | 0.05% | +637+17.9% | Added |
| Wealthspire Advisors, LLC | 4,174 | $662.0K | 0.01% | −1,281−23.5% | Reduced |
| Chicago Trust Co NA | 4,178 | $662.0K | 0.14% | −431−9.4% | Reduced |
| Richwood Investment Advisors, LLC | 4,175 | $662.0K | 0.59% | +585+16.3% | Added |
| Norris Perne & French LLP | 4,153 | $658.0K | 0.05% | −32−0.8% | Reduced |
| Hilltop Holdings Inc. | 4,155 | $658.0K | 0.07% | +86+2.1% | Added |
| Maple Capital Management, Inc. | 4,153 | $658.0K | 0.08% | +4,153 | New |
| Exchange Traded Concepts, LLC | 4,145 | $657.0K | 0.01% | +136+3.4% | Added |
| IHT Wealth Management, LLC | 4,114 | $652.0K | 0.05% | −941−18.6% | Reduced |
| Regatta Capital Group, LLC | 4,111 | $652.0K | 0.22% | +20.0% | Added |
| Solidarilty Wealth, LLC | 4,092 | $651.0K | 0.37% | +4,092 | New |
| XML Financial, LLC | 4,088 | $648.0K | 0.08% | −507−11.0% | Reduced |
| Orleans Capital Management Corp | 4,067 | $645.0K | 0.40% | −150−3.6% | Reduced |
| Silphium Asset Management Ltd | 4,066 | $644.5K | 0.77% | +2,000+96.8% | Added |
| Bryn Mawr Trust Co | 4,063 | $644.0K | 0.03% | −641−13.6% | Reduced |
| High Net Worth Advisory Group LLC | 4,062 | $644.0K | 0.23% | +23+0.6% | Added |
| Appleton Partners Inc | 4,051 | $642.0K | 0.05% | −46−1.1% | Reduced |
| Equitable Trust Co | 4,029 | $639.0K | 0.04% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 4,024 | $638.0K | 0.60% | −1,369−25.4% | Reduced |
| Orion Portfolio Solutions, LLC | 4,024 | $638.0K | 0.02% | +179+4.7% | Added |
| Graypoint LLC | 4,009 | $635.0K | 0.06% | +409+11.4% | Added |
| Hunter Associates Investment Management LLC | 4,000 | $634.0K | 0.20% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,990 | $632.0K | 0.09% | −25−0.6% | Reduced |
| SL Advisors, LLC | 3,974 | $630.0K | 1.29% | −214−5.1% | Reduced |
| Lakeview Capital Partners, LLC | 3,952 | $626.0K | 0.32% | +816+26.0% | Added |