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 |
|---|---|---|---|---|---|
| First Hawaiian Bank | 3,258 | $498.0K | 0.02% | −13−0.4% | Reduced |
| Stonnington Group, LLC | 3,250 | $499.0K | 0.13% | −1,300−28.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,265 | $499.0K | 0.03% | −59−1.8% | Reduced |
| Northwest Investment Counselors, LLC | 3,261 | $499.0K | 0.15% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,259 | $499.0K | 0.04% | +883+37.2% | Added |
| OneAscent Financial Services LLC | 3,304 | $505.0K | 0.23% | +3,304 | New |
| Ifrah Financial Services, Inc. | 3,310 | $506.0K | 0.16% | −41−1.2% | Reduced |
| Deseret Mutual Benefit Administrators | 3,307 | $506.0K | 0.11% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 3,309 | $506.0K | 0.03% | +12+0.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,333 | $510.0K | 0.04% | −1,500−31.0% | Reduced |
| Thomasville National Bank | 3,333 | $510.0K | 0.06% | −25−0.7% | Reduced |
| Xcel Wealth Management, LLC | 3,355 | $513.0K | 0.19% | −13,515−80.1% | Reduced |
| Burney Co | 3,355 | $513.0K | 0.03% | −170−4.8% | Reduced |
| Schechter Investment Advisors, LLC | 3,351 | $513.0K | 0.05% | +353+11.8% | Added |
| Steel Peak Wealth Management LLC | 3,359 | $514.0K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3,388 | $518.0K | 0.45% | +2,788+464.7% | Added |
| Duality Advisers, LP | 3,398 | $520.0K | 0.05% | −12,571−78.7% | Reduced |
| Advisors Capital Management, LLC | 3,400 | $520.0K | 0.02% | −100−2.9% | Reduced |
| Profund Advisors LLC | 3,405 | $521.0K | 0.03% | −1,147−25.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,405 | $521.0K | 0.09% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3,410 | $522.0K | 0.07% | +3,410 | New |
| Sonen Capital LLC | 3,419 | $523.0K | 0.75% | 00.0% | Unchanged |
| JT Stratford LLC | 3,431 | $525.0K | 0.17% | +134+4.1% | Added |
| Laurel Wealth Advisors, Inc. | 3,432 | $525.0K | 0.05% | +182+5.6% | Added |
| KWB Wealth | 3,441 | $526.0K | 0.10% | +488+16.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,205 | $527.0K | 0.13% | 00.0% | Unchanged |
| Community Bank, N.A. | 3,447 | $528.0K | 0.08% | +530+18.2% | Added |
| Hyman Charles D | 3,458 | $529.0K | 0.04% | +200+6.1% | Added |
| Advisor Resource Council | 3,486 | $533.0K | 0.05% | +1,925+123.3% | Added |
| RSM US Wealth Management LLC | 3,493 | $534.0K | 0.03% | +2+0.1% | Added |
| McDaniel Terry & Co | 3,500 | $535.0K | 0.07% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 3,500 | $535.0K | 0.44% | +3,500 | New |
| Conning Inc. | 3,507 | $537.0K | 0.02% | −24−0.7% | Reduced |
| RGT Wealth Advisors, LLC | 3,520 | $538.0K | 0.09% | +3,520 | New |
| Barber Financial Group, Inc. | 3,521 | $539.0K | 0.09% | +3,521 | New |
| Successful Portfolios LLC | 3,538 | $541.0K | 0.36% | −3−0.1% | Reduced |
| Geneva Partners, LLC | 3,560 | $545.0K | 0.54% | −120−3.3% | Reduced |
| Gyroscope Capital Management Group, LLC | 3,560 | $545.0K | 0.19% | +79+2.3% | Added |
| Linscomb & Williams, Inc. | 3,575 | $547.0K | 0.03% | −125−3.4% | Reduced |
| Johnson Financial Group, Inc. | 3,576 | $547.0K | 0.04% | +11+0.3% | Added |
| Independent Solutions Wealth Management, LLC | 3,586 | $548.7K | 0.17% | −1,028−22.3% | Reduced |
| Cim Investment Mangement Inc | 3,587 | $549.0K | 0.23% | −19−0.5% | Reduced |
| Redwood Investments, LLC | 3,607 | $552.0K | 0.06% | −1,694−32.0% | Reduced |
| Bessemer Securities LLC | 3,611 | $552.0K | 0.19% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,614 | $553.0K | 0.32% | +20+0.6% | Added |
| Shell Asset Management Co | 3,629 | $555.0K | 0.02% | −112−3.0% | Reduced |
| King Wealth | 3,630 | $555.0K | 0.13% | +10.0% | Added |
| MidWestOne Financial Group, Inc. | 3,652 | $559.0K | 0.14% | −955−20.7% | Reduced |
| MONECO Advisors, LLC | 3,656 | $559.0K | 0.22% | +10.0% | Added |
| Park Avenue Securities LLC | 3,653 | $559.0K | 0.01% | +468+14.7% | Added |
| Mount Yale Investment Advisors, LLC | 3,663 | $560.0K | 0.07% | −129−3.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,590 | $560.0K | 0.13% | +387+12.1% | Added |
| Univest Financial Corp | 3,665 | $561.0K | 0.18% | −140−3.7% | Reduced |
| JSF Financial, LLC | 3,664 | $561.0K | 0.25% | +319+9.5% | Added |
| RFG Advisory, LLC | 3,346 | $565.0K | 0.03% | −13−0.4% | Reduced |
| Mirova US LLC | 3,728 | $570.0K | 0.01% | +3,728 | New |
| Garrett Investment Advisors LLC | 3,732 | $571.0K | 0.16% | +1,135+43.7% | Added |
| Fieldpoint Private Securities, LLC | 3,739 | $572.0K | 0.17% | −3,384−47.5% | Reduced |
| NCM Capital Management, LLC | 3,737 | $572.0K | 0.40% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 3,746 | $573.0K | 0.14% | +10.0% | Added |
| Level Four Advisory Services, LLC | 3,777 | $578.0K | 0.05% | −611−13.9% | Reduced |
| Bluesphere Advisors, LLC | 3,807 | $582.0K | 0.57% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,821 | $584.0K | 0.03% | −242−6.0% | Reduced |
| Regatta Capital Group, LLC | 3,861 | $591.0K | 0.28% | −250−6.1% | Reduced |
| Madison Asset Management, LLC | 3,866 | $591.0K | 0.01% | −45−1.2% | Reduced |
| Brewin Dolphin Ltd | 3,866 | $591.0K | 0.03% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 3,860 | $591.0K | 0.29% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,865 | $591.0K | 0.02% | +323+9.1% | Added |
| Meridian Financial, LLC | 3,867 | $591.6K | 0.67% | −600−13.4% | Reduced |
| Advisory Alpha, LLC | 3,873 | $593.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,874 | $593.0K | 0.10% | +269+7.5% | Added |
| Alliance Wealth Advisors, LLC | 3,890 | $595.0K | 0.51% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,888 | $595.0K | 0.03% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 3,900 | $597.0K | 0.39% | −1,100−22.0% | Reduced |
| Notis-McConarty Edward | 3,900 | $597.0K | 0.25% | 00.0% | Unchanged |
| Chicago Trust Co NA | 3,918 | $599.0K | 0.15% | −260−6.2% | Reduced |
| Pearl River Capital, LLC | 3,931 | $601.0K | 0.14% | +3,931 | New |
| Prospera Financial Services Inc | 3,933 | $602.0K | 0.03% | −720−15.5% | Reduced |
| Axxcess Wealth Management, LLC | 3,933 | $602.0K | 0.06% | +1,159+41.8% | Added |
| Clearview Wealth Advisors LLC | 3,956 | $605.0K | 0.45% | +157+4.1% | Added |
| BKD Wealth Advisors, LLC | 3,953 | $605.0K | 0.02% | +3,953 | New |
| Tradewinds, LLC. | 3,952 | $605.0K | 0.41% | +3,952 | New |
| Richwood Investment Advisors, LLC | 3,962 | $606.0K | 0.61% | −213−5.1% | Reduced |
| J.W. Cole Advisors, Inc. | 3,964 | $606.0K | 0.05% | +487+14.0% | Added |
| Equitable Trust Co | 3,966 | $607.0K | 0.05% | −63−1.6% | Reduced |
| Financial Advocates Investment Management | 3,986 | $610.0K | 0.05% | −1,283−24.3% | Reduced |
| Smith, Moore & Co. | 3,990 | $610.0K | 0.09% | 00.0% | Unchanged |
| Appleton Partners Inc | 3,992 | $611.0K | 0.06% | −59−1.5% | Reduced |
| SL Advisors, LLC | 3,995 | $611.0K | 1.46% | +21+0.5% | Added |
| Orleans Capital Management Corp | 4,017 | $615.0K | 0.46% | −50−1.2% | Reduced |
| Aberdeen Wealth Management LLC | 4,025 | $616.0K | 0.49% | −225−5.3% | Reduced |
| Mark Stevens | 4,054 | $620.0K | 0.08% | −333−7.6% | Reduced |
| High Net Worth Advisory Group LLC | 4,062 | $621.0K | 0.26% | 00.0% | Unchanged |
| First National Advisers, LLC | 4,066 | $622.0K | 1.29% | +4,066 | New |
| Cahaba Wealth Management, Inc. | 4,073 | $623.0K | 0.09% | −245−5.7% | Reduced |
| ETF Managers Group, LLC | 4,155 | $628.0K | 0.02% | +4,155 | New |
| IHT Wealth Management, LLC | 4,180 | $639.0K | 0.06% | +66+1.6% | Added |
| Aptus Capital Advisors, LLC | 4,197 | $642.0K | 0.02% | +327+8.4% | Added |
| Exchange Traded Concepts, LLC | 4,202 | $643.0K | 0.02% | +57+1.4% | Added |
| Strategic Wealth Partners, Ltd. | 4,219 | $645.0K | 0.14% | −168−3.8% | Reduced |