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, Q2 2022
Institutional positions in Waste Management Inc as of Jun 30, 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
- 1,678
- +40 vs. Q1 2022
- Shares held
- 311.6M
- −1.79M (−0.6%) vs. Q1 2022
- Total value
- $47.7B
- −$1.75B (−3.5%) vs. Q1 2022
- New holders
- 120
- 636 more added
- Sold out
- 80
- 617 more reduced
27 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Seldon Capital LP | 262 | $40.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 260 | $40.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 259 | $40.0K | 0.01% | +189+270.0% | Added |
| Pacifica Partners Inc. | 275 | $42.0K | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 283 | $43.0K | 0.00% | −1,459−83.8% | Reduced |
| Johnson Midwest Financial, LLC | 284 | $43.0K | 0.06% | 00.0% | Unchanged |
| Kepos Capital LP | 296 | $45.0K | 0.00% | −134−31.2% | Reduced |
| WD Rutherford LLC | 293 | $45.0K | 0.03% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 300 | $45.9K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 308 | $47.0K | 0.01% | +1+0.3% | Added |
| CNB Bank | 305 | $47.0K | 0.03% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 319 | $49.0K | 0.00% | −108−25.3% | Reduced |
| Pin Oak Investment Advisors Inc | 324 | $50.0K | 0.06% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 345 | $53.0K | 0.02% | −59−14.6% | Reduced |
| Burleson & Company, LLC | 346 | $53.0K | 0.01% | +218+170.3% | Added |
| Geo Capital Gestora de Recursos Ltd | 353 | $54.0K | 0.04% | −126−26.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 366 | $56.0K | 0.04% | +2+0.5% | Added |
| Key Financial Inc | 358 | $56.0K | 0.03% | 00.0% | Unchanged |
| Lansing Street Advisors | 370 | $57.0K | 0.04% | +1+0.3% | Added |
| Rockbridge Investment Management, LCC | 375 | $57.4K | 0.01% | −46−10.9% | Reduced |
| Trust Co | 381 | $58.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 388 | $59.0K | 0.04% | +59+17.9% | Added |
| Sugarloaf Wealth Management, LLC | 390 | $60.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 401 | $61.0K | 0.01% | −153−27.6% | Reduced |
| Optimum Investment Advisors | 400 | $61.0K | 0.03% | 00.0% | Unchanged |
| Curi Capital | 400 | $61.0K | 0.01% | +78+24.2% | Added |
| Cascade Investment Advisors, Inc. | 400 | $61.2K | 0.05% | 00.0% | Unchanged |
| Accel Wealth Management | 408 | $62.0K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 410 | $63.0K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 410 | $63.0K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 420 | $64.0K | 0.02% | −50−10.6% | Reduced |
| Montag A & Associates Inc | 419 | $64.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 439 | $67.0K | 0.00% | −462−51.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 450 | $68.8K | 0.04% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 449 | $69.0K | 0.01% | −1,210−72.9% | Reduced |
| Capstone Investment Advisors, LLC | 456 | $70.0K | 0.00% | +456 | New |
| Eagle Bay Advisors LLC | 480 | $73.4K | 0.04% | +480 | New |
| Asset Dedication, LLC | 496 | $75.0K | 0.01% | +55+12.5% | Added |
| Citizens National Bank Trust Department | 500 | $76.0K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 500 | $76.0K | 0.03% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 494 | $76.0K | 0.01% | +15+3.1% | Added |
| Rise Advisors, LLC | 508 | $78.0K | 0.08% | +224+78.9% | Added |
| Red Cedar Capital, LLC | 525 | $80.0K | 0.05% | 00.0% | Unchanged |
| American National Bank | 530 | $81.0K | 0.02% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 550 | $84.0K | 0.06% | 00.0% | Unchanged |
| Private Capital Group, LLC | 559 | $86.0K | 0.06% | +96+20.7% | Added |
| Quent Capital, LLC | 565 | $86.0K | 0.02% | +113+25.0% | Added |
| Newfound Research LLC | 563 | $86.0K | 0.18% | +563 | New |
| Jones Financial Companies LLLP | 582 | $89.0K | 0.00% | +82+16.4% | Added |
| Assetmark, Inc | 587 | $90.0K | 0.00% | +210+55.7% | Added |
| Atticus Wealth Management, LLC | 596 | $91.0K | 0.04% | +331+124.9% | Added |
| FinTrust Capital Advisors, LLC | 595 | $92.0K | 0.02% | +252+73.5% | Added |
| Cribstone Capital Management, LLC | 610 | $93.0K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 626 | $96.0K | 0.02% | −185−22.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 627 | $96.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 631 | $97.0K | 0.01% | −20−3.1% | Reduced |
| Operose Advisors LLC | 635 | $97.0K | 0.07% | 00.0% | Unchanged |
| TFC Financial Management | 649 | $99.0K | 0.03% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 645 | $99.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 646 | $99.0K | 0.06% | +236+57.6% | Added |
| Ahrens Investment Partners LLC | 653 | $100.0K | 0.04% | 00.0% | Unchanged |
| PSI Advisors, LLC | 660 | $101.0K | 0.05% | −220−25.0% | Reduced |
| BerganKDV Wealth Management, LLC | 663 | $101.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 657 | $101.0K | 0.01% | +2+0.3% | Added |
| CVA Family Office, LLC | 665 | $102.0K | 0.03% | −100−13.1% | Reduced |
| Covestor Ltd | 674 | $103.0K | 0.08% | −6−0.9% | Reduced |
| Financial Perspectives, Inc | 692 | $105.9K | 0.06% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 697 | $106.0K | 0.03% | +3+0.4% | Added |
| First Financial Corp | 700 | $107.0K | 0.07% | −79−10.1% | Reduced |
| First Community Trust NA | 700 | $107.0K | 0.13% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 701 | $107.0K | 0.04% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 700 | $107.0K | 0.06% | +700 | New |
| Acropolis Investment Management, LLC | 714 | $109.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 729 | $112.0K | 0.01% | −40−5.2% | Reduced |
| JFS Wealth Advisors, LLC | 752 | $115.0K | 0.01% | +64+9.3% | Added |
| Valley National Advisers Inc | 778 | $119.0K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 775 | $119.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 783 | $120.0K | 0.01% | +783 | New |
| Clean Yield Group | 792 | $121.0K | 0.05% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 800 | $122.0K | 0.02% | 00.0% | Unchanged |
| Schubert & Co | 799 | $122.0K | 0.11% | +45+6.0% | Added |
| Winch Advisory Services, LLC | 813 | $124.0K | 0.05% | +4+0.5% | Added |
| Essex Investment Management Co LLC | 827 | $127.0K | 0.02% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 830 | $127.0K | 0.10% | +830 | New |
| Norwood Financial Corp | 900 | $138.0K | 0.24% | 00.0% | Unchanged |
| M&R Capital Management Inc | 903 | $138.0K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 902 | $138.0K | 0.02% | +613+212.1% | Added |
| Arlington Partners LLC | 915 | $140.0K | 0.05% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 919 | $141.0K | 0.11% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 935 | $143.0K | 0.05% | −22−2.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 948 | $145.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 949 | $145.0K | 0.10% | 00.0% | Unchanged |
| US Asset Management LLC | 957 | $146.0K | 0.16% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 952 | $146.0K | 0.02% | +24+2.6% | Added |
| Plante Moran Financial Advisors, LLC | 957 | $146.0K | 0.02% | +59+6.6% | Added |
| GHP Investment Advisors, Inc. | 964 | $147.0K | 0.01% | +80+9.0% | Added |
| Itau Unibanco Holding S.A. | 961 | $147.0K | 0.01% | +106+12.4% | Added |
| DuPont Capital Management Corp | 967 | $148.0K | 0.01% | +12+1.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,000 | $153.0K | 0.04% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,035 | $158.0K | 0.02% | 00.0% | Unchanged |