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 |
|---|---|---|---|---|---|
| Capital Planning LLC | 5,800 | $887.0K | 0.48% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 5,811 | $889.0K | 0.10% | +27+0.5% | Added |
| Kovack Advisors, Inc. | 5,852 | $895.0K | 0.12% | −2,541−30.3% | Reduced |
| First Pacific Financial | 5,851 | $895.0K | 0.42% | −335−5.4% | Reduced |
| Welch Group, LLC | 5,925 | $906.0K | 0.06% | +100+1.7% | Added |
| Venture Visionary Partners LLC | 5,929 | $907.1K | 0.07% | +112+1.9% | Added |
| Metis Global Partners, LLC | 5,929 | $908.0K | 0.15% | −350−5.6% | Reduced |
| Sterling Investment Management, Inc. | 5,942 | $909.0K | 0.76% | −329−5.2% | Reduced |
| First Foundation Advisors | 5,958 | $911.0K | 0.04% | −3,038−33.8% | Reduced |
| January Capital Advisors LLC | 5,955 | $911.0K | 0.81% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 5,968 | $913.0K | 0.43% | +505+9.2% | Added |
| FDx Advisors, Inc. | 5,989 | $916.0K | 0.03% | −60−1.0% | Reduced |
| Cobblestone Capital Advisors LLC | 6,004 | $918.0K | 0.07% | −15−0.2% | Reduced |
| Bivin & Associates, Inc. | 6,013 | $920.0K | 0.99% | −890−12.9% | Reduced |
| Sanders Morris Harris LLC | 6,042 | $924.0K | 0.20% | −1,500−19.9% | Reduced |
| Cresset Asset Management, LLC | 6,044 | $924.0K | 0.01% | −145−2.3% | Reduced |
| EP Wealth Advisors, LLC | 6,037 | $924.0K | 0.02% | +2,145+55.1% | Added |
| Detalus Advisors, LLC | 6,044 | $925.0K | 0.54% | −355−5.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,072 | $929.0K | 0.04% | −25−0.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,104 | $934.0K | 0.60% | +20.0% | Added |
| Westover Capital Advisors, LLC | 6,126 | $937.0K | 0.35% | −195−3.1% | Reduced |
| AGF Investments LLC | 6,174 | $944.0K | 0.09% | +321+5.5% | Added |
| C WorldWide Group Holding A/S | 6,184 | $946.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,191 | $947.0K | 0.09% | +925+17.6% | Added |
| Coldstream Capital Management Inc | 6,232 | $954.0K | 0.04% | +512+9.0% | Added |
| Fortis Capital Management LLC | 6,254 | $957.0K | 0.95% | −162−2.5% | Reduced |
| Birch Hill Investment Advisors LLC | 6,254 | $957.0K | 0.06% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 6,277 | $960.0K | 0.15% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 3,052 | $963.0K | 0.09% | −443−12.7% | Reduced |
| Ancora Advisors, LLC | 6,320 | $967.0K | 0.03% | +26+0.4% | Added |
| VeraBank, N.A. | 6,384 | $977.0K | 0.57% | +1,168+22.4% | Added |
| Financial Advisory Service, Inc. | 6,410 | $981.0K | 0.10% | +561+9.6% | Added |
| Buckingham Strategic Wealth, LLC | 6,417 | $982.0K | 0.02% | +1,372+27.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,432 | $984.0K | 0.11% | +20+0.3% | Added |
| MBM Wealth Consultants, LLC | 6,435 | $984.0K | 0.48% | +175+2.8% | Added |
| Palumbo Wealth Management LLC | 6,442 | $986.0K | 0.78% | +616+10.6% | Added |
| Mengis Capital Management, Inc. | 6,533 | $999.0K | 0.22% | −781−10.7% | Reduced |
| Boyar Asset Management Inc. | 6,531 | $999.0K | 0.82% | −535−7.6% | Reduced |
| Thoroughbred Financial Services, LLC | 6,549 | $1.00M | 0.18% | +72+1.1% | Added |
| Pictet North America Advisors SA | 6,600 | $1.01M | 0.13% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 6,607 | $1.01M | 0.78% | +35+0.5% | Added |
| Confluence Wealth Services, Inc. | 5,958 | $1.01M | 0.44% | +21+0.4% | Added |
| Lavaca Capital LLC | 6,629 | $1.01M | 0.51% | +6,629 | New |
| Ethic Inc. | 6,645 | $1.02M | 0.07% | −120−1.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,683 | $1.02M | 0.02% | +3,251+94.7% | Added |
| Robertson Stephens Wealth Management, LLC | 6,698 | $1.02M | 0.10% | −1,423−17.5% | Reduced |
| First Farmers & Merchants Bank / Trust | 6,707 | $1.03M | 1.27% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6,718 | $1.03M | 0.06% | +153+2.3% | Added |
| Dorsey & Whitney Trust CO LLC | 6,754 | $1.03M | 0.10% | +219+3.4% | Added |
| New England Research & Management, Inc. | 6,775 | $1.04M | 0.60% | −13,392−66.4% | Reduced |
| Signaturefd, LLC | 6,792 | $1.04M | 0.04% | +635+10.3% | Added |
| Evercore Wealth Management, LLC | 6,801 | $1.04M | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 6,853 | $1.05M | 0.10% | −432−5.9% | Reduced |
| Stiles Financial Services Inc | 6,859 | $1.05M | 0.63% | −185−2.6% | Reduced |
| Tempus Wealth Planning, LLC | 6,870 | $1.05M | 0.86% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 6,900 | $1.06M | 1.49% | 00.0% | Unchanged |
| Aries Wealth Management | 6,953 | $1.06M | 0.48% | +6,953 | New |
| Busey Wealth Management | 6,995 | $1.07M | 0.05% | −160−2.2% | Reduced |
| IFG Advisory, LLC | 6,998 | $1.07M | 0.12% | +586+9.1% | Added |
| Twinbeech Capital LP | 7,094 | $1.08M | 0.05% | +7,094 | New |
| FourThought Financial, LLC | 7,108 | $1.09M | 0.16% | −291−3.9% | Reduced |
| Moneta Group Investment Advisors LLC | 7,112 | $1.09M | 0.04% | +1,377+24.0% | Added |
| Titleist Asset Management, Ltd. | 7,116 | $1.09M | 0.27% | −28−0.4% | Reduced |
| Valeo Financial Advisors, LLC | 7,158 | $1.09M | 0.07% | −460−6.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 7,278 | $1.10M | 0.78% | −23−0.3% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 7,189 | $1.10M | 1.17% | −1,622−18.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 7,240 | $1.11M | 0.10% | −2,344−24.5% | Reduced |
| Harbert Fund Advisors, Inc. | 7,250 | $1.11M | 0.84% | +7,250 | New |
| Ignite Planners, LLC | 7,274 | $1.12M | 0.92% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 7,369 | $1.13M | 0.14% | −43−0.6% | Reduced |
| Private Trust Co NA | 7,377 | $1.13M | 0.18% | −397−5.1% | Reduced |
| Donoghue Forlines LLC | 7,387 | $1.13M | 0.30% | −931−11.2% | Reduced |
| Northwest Bancshares, Inc. | 7,408 | $1.13M | 0.26% | −713−8.8% | Reduced |
| West Family Investments, Inc. | 7,420 | $1.14M | 0.45% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,907 | $1.14M | 0.11% | +310+4.7% | Added |
| Baker Ellis Asset Management LLC | 7,436 | $1.14M | 0.24% | 00.0% | Unchanged |
| TCWP LLC | 7,464 | $1.14M | 0.24% | +95+1.3% | Added |
| Toroso Investments, LLC | 7,487 | $1.15M | 0.04% | −215−2.8% | Reduced |
| Rosenbaum Jay D. | 7,487 | $1.15M | 2.21% | +210+2.9% | Added |
| Mutual Advisors, LLC | 7,512 | $1.15M | 0.08% | +480+6.8% | Added |
| Paragon Private Wealth Management, LLC | 7,593 | $1.16M | 1.24% | +22+0.3% | Added |
| Resources Management Corp | 7,602 | $1.16M | 0.19% | +30.0% | Added |
| Peterson Wealth Management | 7,611 | $1.16M | 1.50% | −1,072−12.3% | Reduced |
| Fayez Sarofim & Co | 7,637 | $1.17M | 0.00% | +291+4.0% | Added |
| South State Corp. | 7,692 | $1.18M | 0.11% | −207−2.6% | Reduced |
| Heritage Wealth Advisors | 7,721 | $1.18M | 0.08% | −108−1.4% | Reduced |
| McDonald Partners LLC | 7,739 | $1.18M | 0.30% | −1,119−12.6% | Reduced |
| River Wealth Advisors LLC | 7,744 | $1.19M | 0.22% | −189−2.4% | Reduced |
| Oppenheimer Asset Management Inc. | 7,750 | $1.19M | 0.02% | +208+2.8% | Added |
| Clare Market Investments LLC | 7,783 | $1.19M | 0.52% | +1,324+20.5% | Added |
| Dynamic Technology Lab Private Ltd | 7,826 | $1.20M | 0.14% | −2,168−21.7% | Reduced |
| Moloney Securities Asset Management, LLC | 7,833 | $1.20M | 0.28% | −2,150−21.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 7,951 | $1.20M | 1.15% | +125+1.6% | Added |
| Independent Financial Group, LLC | 7,873 | $1.20M | 0.13% | +24+0.3% | Added |
| Pegasus Partners Ltd. | 7,878 | $1.21M | 0.25% | +515+7.0% | Added |
| Empirical Finance, LLC | 7,900 | $1.21M | 0.15% | +420+5.6% | Added |
| Toews Corp | 7,900 | $1.21M | 0.81% | +5,300+203.8% | Added |
| Engineers Gate Manager LP | 7,906 | $1.21M | 0.04% | +6,164+353.8% | Added |
| L.M. Kohn & Company | 7,905 | $1.21M | 0.57% | +579+7.9% | Added |
| FRG Family Wealth Advisors LLC | 8,032 | $1.23M | 0.28% | 00.0% | Unchanged |