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, Q3 2022
Institutional positions in Waste Management Inc as of Sep 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
- 1,695
- +45 vs. Q2 2022
- Shares held
- 329.1M
- +17.8M (+5.7%) vs. Q2 2022
- Total value
- $52.8B
- +$5.16B (+10.8%) vs. Q2 2022
- New holders
- 118
- 662 more added
- Sold out
- 73
- 599 more reduced
28 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Disciplined Investments, LLC | 347 | $56.0K | 0.03% | +2+0.6% | Added |
| Key Financial Inc | 358 | $57.0K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 365 | $58.0K | 0.02% | +124+51.5% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 366 | $59.0K | 0.04% | 00.0% | Unchanged |
| Lansing Street Advisors | 371 | $60.0K | 0.05% | +1+0.3% | Added |
| Trust Co | 381 | $61.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 380 | $61.0K | 0.01% | +72+23.4% | Added |
| Optimum Investment Advisors | 400 | $64.0K | 0.03% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 399 | $64.0K | 0.05% | +46+13.0% | Added |
| Centerpoint Advisors, LLC | 410 | $66.0K | 0.04% | 00.0% | Unchanged |
| West Branch Capital LLC | 410 | $66.0K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 419 | $67.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 420 | $67.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 430 | $69.0K | 0.04% | −50−10.4% | Reduced |
| Accel Wealth Management | 408 | $69.0K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 450 | $72.1K | 0.04% | 00.0% | Unchanged |
| Newfound Research LLC | 465 | $74.0K | 0.18% | −98−17.4% | Reduced |
| Sargent Bickham Lagudis LLC | 467 | $75.0K | 0.01% | −27−5.5% | Reduced |
| Asset Dedication, LLC | 479 | $77.0K | 0.01% | −17−3.4% | Reduced |
| Stonebridge Capital Advisors LLC | 492 | $79.0K | 0.01% | +91+22.7% | Added |
| Jones Financial Companies LLLP | 500 | $80.0K | 0.00% | −82−14.1% | Reduced |
| O'Dell Group, LLC | 500 | $80.0K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 500 | $80.0K | 0.02% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 500 | $81.0K | 0.16% | +500 | New |
| Rise Advisors, LLC | 517 | $83.0K | 0.07% | +9+1.8% | Added |
| Red Cedar Capital, LLC | 525 | $84.0K | 0.06% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 558 | $89.0K | 0.05% | +558 | New |
| Covestor Ltd | 564 | $90.0K | 0.08% | −110−16.3% | Reduced |
| Atticus Wealth Management, LLC | 596 | $91.0K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 599 | $96.0K | 0.03% | −1,134−65.4% | Reduced |
| Richelieu Gestion PLC | 600 | $96.0K | 0.11% | −700−53.8% | Reduced |
| FinTrust Capital Advisors, LLC | 596 | $96.0K | 0.02% | +1+0.2% | Added |
| Cribstone Capital Management, LLC | 610 | $98.0K | 0.06% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 633 | $101.0K | 0.01% | −2,700−81.0% | Reduced |
| TCI Wealth Advisors, Inc. | 635 | $102.0K | 0.02% | +4+0.6% | Added |
| Operose Advisors LLC | 635 | $102.0K | 0.07% | 00.0% | Unchanged |
| Assetmark, Inc | 638 | $102.0K | 0.00% | +51+8.7% | Added |
| Cyrus J. Lawrence, LLC | 645 | $103.0K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 648 | $104.0K | 0.01% | −81−11.1% | Reduced |
| TFC Financial Management | 649 | $104.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 648 | $104.0K | 0.07% | +2+0.3% | Added |
| Baystate Wealth Management LLC | 659 | $106.0K | 0.01% | +2+0.3% | Added |
| BerganKDV Wealth Management, LLC | 663 | $106.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 660 | $106.0K | 0.06% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 683 | $109.0K | 0.06% | +295+76.0% | Added |
| Financial Perspectives, Inc | 692 | $110.9K | 0.06% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 694 | $111.0K | 0.01% | −273−28.2% | Reduced |
| Wagner Wealth Management, LLC | 692 | $111.0K | 0.08% | −138−16.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 690 | $111.0K | 0.03% | +300+76.9% | Added |
| NewSquare Capital LLC | 700 | $112.0K | 0.01% | −335−32.4% | Reduced |
| First Financial Corp | 700 | $112.0K | 0.08% | 00.0% | Unchanged |
| First Community Trust NA | 700 | $112.0K | 0.15% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 701 | $112.0K | 0.05% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 700 | $112.0K | 0.07% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 699 | $112.0K | 0.03% | +2+0.3% | Added |
| Acropolis Investment Management, LLC | 714 | $114.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 719 | $115.0K | 0.02% | +154+27.3% | Added |
| JFS Wealth Advisors, LLC | 729 | $117.0K | 0.01% | −23−3.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 738 | $118.0K | 0.02% | −219−22.9% | Reduced |
| Pacer Advisors, Inc. | 766 | $123.0K | 0.00% | −55,771−98.6% | Reduced |
| Castleview Partners, LLC | 768 | $123.0K | 0.12% | +759+8,433.3% | Added |
| Column Capital Advisors, LLC | 775 | $124.0K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 778 | $125.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 776 | $125.0K | 0.03% | +150+24.0% | Added |
| Clean Yield Group | 792 | $127.0K | 0.06% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 790 | $127.0K | 0.03% | +608+334.1% | Added |
| Hills Bank & Trust Co | 800 | $128.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 805 | $129.0K | 0.06% | −8−1.0% | Reduced |
| Essex Investment Management Co LLC | 827 | $132.0K | 0.02% | 00.0% | Unchanged |
| Schubert & Co | 831 | $133.0K | 0.13% | +32+4.0% | Added |
| Ameliora Wealth Management Ltd. | 932 | $143.0K | 0.08% | +932 | New |
| Mascoma Wealth Management LLC | 900 | $144.0K | 0.05% | −35−3.7% | Reduced |
| Norwood Financial Corp | 900 | $144.0K | 0.25% | 00.0% | Unchanged |
| M&R Capital Management Inc | 916 | $146.0K | 0.04% | +13+1.4% | Added |
| Gables Capital Management Inc. | 919 | $147.0K | 0.12% | 00.0% | Unchanged |
| Arlington Partners LLC | 915 | $147.0K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 947 | $152.0K | 0.03% | −5−0.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 948 | $152.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 949 | $152.0K | 0.11% | 00.0% | Unchanged |
| Larson Financial Group LLC | 957 | $153.0K | 0.02% | +55+6.1% | Added |
| GHP Investment Advisors, Inc. | 975 | $156.0K | 0.01% | +11+1.1% | Added |
| Itau Unibanco Holding S.A. | 979 | $157.0K | 0.01% | +18+1.9% | Added |
| Central Bank & Trust Co | 996 | $160.0K | 0.03% | −964−49.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,000 | $160.0K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $160.0K | 0.10% | +1,000 | New |
| Leelyn Smith, LLC | 1,086 | $174.0K | 0.06% | +1+0.1% | Added |
| Washington Trust Advisors, Inc. | 1,105 | $177.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 25,634 | $180.0K | 0.05% | −240−0.9% | Reduced |
| Providence First Trust Co | 1,130 | $181.0K | 0.11% | +1,130 | New |
| Rosenberg Matthew Hamilton | 1,161 | $186.0K | 0.07% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,159 | $186.0K | 0.15% | +5+0.4% | Added |
| MV Capital Management, Inc. | 1,181 | $189.0K | 0.03% | +39+3.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,186 | $190.0K | 0.02% | +1+0.1% | Added |
| Tradition Wealth Management, LLC | 1,189 | $191.0K | 0.03% | −48−3.9% | Reduced |
| Pflug Koory, LLC | 1,207 | $193.0K | 0.12% | −100−7.7% | Reduced |
| West Paces Advisors Inc. | 1,207 | $193.4K | 0.07% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,225 | $196.0K | 0.06% | 00.0% | Unchanged |
| Wendell David Associates Inc | 1,250 | $200.0K | 0.03% | +1,250 | New |
| Alpha Cubed Investments, LLC | 1,247 | $200.0K | 0.02% | +1,247 | New |
| Wayfinding Financial, LLC | 1,253 | $200.0K | 0.19% | +1,253 | New |