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, 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 | 2,379 | $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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 778 | $119.0K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 775 | $119.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 752 | $115.0K | 0.01% | +64+9.3% | Added |
| Logan Capital Management Inc | 729 | $112.0K | 0.01% | −40−5.2% | Reduced |
| Acropolis Investment Management, LLC | 714 | $109.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Ellis Investment Partners, LLC | 697 | $106.0K | 0.03% | +3+0.4% | Added |
| Financial Perspectives, Inc | 692 | $105.9K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 674 | $103.0K | 0.08% | −6−0.9% | Reduced |
| CVA Family Office, LLC | 665 | $102.0K | 0.03% | −100−13.1% | Reduced |
| 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 |
| Ahrens Investment Partners LLC | 653 | $100.0K | 0.04% | 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 |
| TCI Wealth Advisors, Inc. | 631 | $97.0K | 0.01% | −20−3.1% | Reduced |
| Operose Advisors LLC | 635 | $97.0K | 0.07% | 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 |
| Cribstone Capital Management, LLC | 610 | $93.0K | 0.06% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 595 | $92.0K | 0.02% | +252+73.5% | Added |
| Atticus Wealth Management, LLC | 596 | $91.0K | 0.04% | +331+124.9% | Added |
| Assetmark, Inc | 587 | $90.0K | 0.00% | +210+55.7% | Added |
| Jones Financial Companies LLLP | 582 | $89.0K | 0.00% | +82+16.4% | Added |
| 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 |
| HC Financial Advisors Inc | 550 | $84.0K | 0.06% | 00.0% | Unchanged |
| American National Bank | 530 | $81.0K | 0.02% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 525 | $80.0K | 0.05% | 00.0% | Unchanged |
| Rise Advisors, LLC | 508 | $78.0K | 0.08% | +224+78.9% | 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 |
| Asset Dedication, LLC | 496 | $75.0K | 0.01% | +55+12.5% | Added |
| Eagle Bay Advisors LLC | 480 | $73.4K | 0.04% | +480 | New |
| Capstone Investment Advisors, LLC | 456 | $70.0K | 0.00% | +456 | New |
| Northern Oak Wealth Management Inc | 449 | $69.0K | 0.01% | −1,210−72.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 450 | $68.8K | 0.04% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 439 | $67.0K | 0.00% | −462−51.3% | Reduced |
| 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 |
| Centerpoint Advisors, LLC | 410 | $63.0K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 410 | $63.0K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 408 | $62.0K | 0.04% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 400 | $61.2K | 0.05% | 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 |
| Sugarloaf Wealth Management, LLC | 390 | $60.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 388 | $59.0K | 0.04% | +59+17.9% | Added |
| Trust Co | 381 | $58.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 375 | $57.4K | 0.01% | −46−10.9% | Reduced |
| Lansing Street Advisors | 370 | $57.0K | 0.04% | +1+0.3% | Added |
| 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 |
| Geo Capital Gestora de Recursos Ltd | 353 | $54.0K | 0.04% | −126−26.3% | Reduced |
| Disciplined Investments, LLC | 345 | $53.0K | 0.02% | −59−14.6% | Reduced |
| Burleson & Company, LLC | 346 | $53.0K | 0.01% | +218+170.3% | Added |
| Pin Oak Investment Advisors Inc | 324 | $50.0K | 0.06% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 319 | $49.0K | 0.00% | −108−25.3% | Reduced |
| Sound Income Strategies, LLC | 308 | $47.0K | 0.01% | +1+0.3% | Added |
| CNB Bank | 305 | $47.0K | 0.03% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 300 | $45.9K | 0.04% | 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 |
| 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 |
| Pacifica Partners Inc. | 275 | $42.0K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 266 | $40.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bogart Wealth, LLC | 248 | $38.0K | 0.00% | +173+230.7% | Added |
| IAG Wealth Partners, LLC | 241 | $37.0K | 0.01% | −25−9.4% | Reduced |
| Urban Wealth Management, LLC | 239 | $37.0K | 0.12% | +239 | New |
| Worth Asset Management, LLC | 230 | $35.0K | 0.02% | −143−38.3% | Reduced |
| Annapolis Financial Services, LLC | 232 | $35.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 229 | $35.0K | 0.01% | +24+11.7% | Added |
| Webster Bank, N. A. | 220 | $34.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 214 | $33.0K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 213 | $32.0K | 0.02% | +203+2,030.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 201 | $31.0K | 0.01% | −24−10.7% | Reduced |
| Duncker Streett & Co Inc | 200 | $31.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 200 | $31.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 200 | $31.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 206 | $31.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 202 | $31.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 193 | $30.0K | 0.00% | +193 | New |
| Financial Management Professionals, Inc. | 182 | $28.0K | 0.01% | +46+33.8% | Added |
| Steward Financial Group LLC | 177 | $27.0K | 0.02% | +27+18.0% | Added |
| Raffa Wealth Management, LLC | 172 | $26.3K | 0.01% | +4+2.4% | Added |
| Desjardins Global Asset Management Inc. | 167 | $25.0K | 0.00% | +167 | New |
| Loomis Sayles & Co L P | 158 | $24.0K | 0.00% | −10−6.0% | Reduced |
| PrairieView Partners, LLC | 150 | $23.0K | 0.00% | 00.0% | Unchanged |