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 |
|---|---|---|---|---|---|
| Ridgecrest Wealth Partners, LLC | 1,525 | $244.0K | 0.20% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,526 | $244.0K | 0.10% | +120+8.5% | Added |
| Berger Financial Group, Inc | 1,533 | $246.0K | 0.04% | +1+0.1% | Added |
| Investment Partners, Ltd. | 1,538 | $246.0K | 0.07% | +1,538 | New |
| Colonial River Wealth Management, LLC | 1,542 | $247.0K | 0.17% | −120−7.2% | Reduced |
| BCJ Capital Management, LLC | 1,548 | $248.0K | 0.03% | −1,346−46.5% | Reduced |
| Wilkinson Global Asset Management LLC | 1,550 | $248.0K | 0.02% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 1,548 | $248.0K | 0.01% | +1,548 | New |
| Adviser Investments LLC | 1,553 | $249.0K | 0.02% | −144−8.5% | Reduced |
| TrinityPoint Wealth, LLC | 1,562 | $250.0K | 0.06% | +17+1.1% | Added |
| AMG National Trust Bank | 1,559 | $250.0K | 0.01% | +1,559 | New |
| Hartline Investment Corp | 1,567 | $251.0K | 0.21% | −14,046−90.0% | Reduced |
| Latitude Advisors, LLC | 1,567 | $251.0K | 0.21% | +3+0.2% | Added |
| Maven Securities LTD | 1,564 | $251.0K | 0.01% | +1,564 | New |
| Claro Advisors LLC | 1,650 | $252.0K | 0.10% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 1,581 | $253.0K | 0.22% | +1+0.1% | Added |
| Legacy Financial Advisors, Inc. | 1,582 | $253.0K | 0.06% | +228+16.8% | Added |
| Total Clarity Wealth Management, Inc. | 1,587 | $254.0K | 0.16% | +179+12.7% | Added |
| Voya Financial Advisors, Inc. | 1,578 | $255.0K | 0.03% | +19+1.2% | Added |
| Mondrian Investment Partners LTD | 1,600 | $256.0K | 0.01% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 1,600 | $256.0K | 0.24% | 00.0% | Unchanged |
| Change Path, LLC | 1,604 | $257.0K | 0.02% | +139+9.5% | Added |
| Woodstock Corp | 1,608 | $258.0K | 0.04% | −30−1.8% | Reduced |
| Cary Street Partners Asset Management LLC | 1,615 | $259.0K | 0.06% | −200−11.0% | Reduced |
| NBT Bank N A | 1,620 | $259.0K | 0.04% | 00.0% | Unchanged |
| Cutler Group LP | 1,631 | $261.0K | 0.03% | +1,606+6,424.0% | Added |
| Pinnacle Bancorp, Inc. | 1,637 | $262.0K | 0.11% | −90−5.2% | Reduced |
| Private Capital Management LLC | 1,634 | $262.0K | 0.10% | −29−1.7% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,633 | $262.0K | 0.05% | +2+0.1% | Added |
| Shilanski & Associates, Inc. | 1,634 | $262.0K | 0.10% | +1,634 | New |
| Cook Wealth Management Group LLC | 1,664 | $263.0K | 0.29% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 1,643 | $263.0K | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,649 | $264.0K | 0.00% | −415−20.1% | Reduced |
| Maryland Capital Management | 1,651 | $264.0K | 0.02% | +1+0.1% | Added |
| Paragon Capital Management Ltd | 1,648 | $264.0K | 0.08% | +1+0.1% | Added |
| Quantum Private Wealth, LLC | 1,660 | $265.0K | 0.17% | 00.0% | Unchanged |
| Holderness Investments Co | 1,660 | $266.0K | 0.12% | 00.0% | Unchanged |
| Wealth Alliance | 1,661 | $266.0K | 0.05% | +25+1.5% | Added |
| Capital Asset Advisory Services LLC | 1,660 | $266.0K | 0.03% | +1,660 | New |
| Essex Savings Bank | 1,660 | $266.0K | 0.11% | +1,660 | New |
| Drake & Associates, LLC | 1,671 | $268.0K | 0.15% | +117+7.5% | Added |
| Wimmer Associates 1, LLC | 1,700 | $269.0K | 0.18% | −50−2.9% | Reduced |
| Powell Investment Advisors, LLC | 1,676 | $269.0K | 0.18% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,766 | $270.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,691 | $271.0K | 0.09% | +34+2.1% | Added |
| Prestige Wealth Management Group LLC | 1,691 | $271.0K | 0.08% | +98+6.2% | Added |
| WealthPlan Investment Management, LLC | 1,639 | $271.0K | 0.02% | +1,639 | New |
| Beaird Harris Wealth Management, LLC | 1,700 | $272.0K | 0.06% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 1,703 | $273.0K | 0.01% | +11+0.7% | Added |
| Accuvest Global Advisors | 1,704 | $273.0K | 0.19% | +1,704 | New |
| Bickling Financial Services, Inc. | 1,713 | $275.0K | 0.19% | +5+0.3% | Added |
| Peachtree Investment Partners, LLC | 1,715 | $275.0K | 0.18% | +136+8.6% | Added |
| Amplius Wealth Advisors, LLC | 1,717 | $275.0K | 0.05% | +1,717 | New |
| Lombard Odier Asset Management (Switzerland) SA | 1,723 | $276.0K | 0.02% | −1,468−46.0% | Reduced |
| Bragg Financial Advisors, Inc | 1,720 | $276.0K | 0.02% | 00.0% | Unchanged |
| Forest Hill Capital, LLC | 1,730 | $277.0K | 0.12% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,741 | $279.0K | 0.03% | −598−25.6% | Reduced |
| First Western Trust Bank | 1,747 | $280.0K | 0.02% | +1+0.1% | Added |
| Auxier Asset Management | 1,757 | $281.0K | 0.05% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 1,765 | $282.0K | 0.04% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 1,759 | $282.0K | 0.00% | 00.0% | Unchanged |
| Advisory Resource Group | 1,762 | $282.0K | 0.09% | +2+0.1% | Added |
| SFMG, LLC | 1,845 | $285.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,783 | $286.0K | 0.03% | +1+0.1% | Added |
| Cornerstone Advisory, LLC | 1,785 | $286.0K | 0.06% | +31+1.8% | Added |
| S.E.E.D. Planning Group LLC | 1,794 | $287.0K | 0.13% | −185−9.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,792 | $287.0K | 0.01% | −65−3.5% | Reduced |
| Sculati Wealth Management, LLC | 1,791 | $287.0K | 0.17% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,801 | $288.0K | 0.10% | +5+0.3% | Added |
| Geneos Wealth Management Inc. | 1,808 | $289.0K | 0.02% | −1,014−35.9% | Reduced |
| Ballast Advisors LLC | 1,812 | $290.0K | 0.14% | 00.0% | Unchanged |
| Heritage Trust Co | 1,807 | $290.0K | 0.05% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,812 | $290.0K | 0.07% | +29+1.6% | Added |
| Magnus Financial Group LLC | 1,819 | $291.0K | 0.06% | +9+0.5% | Added |
| Highland Private Wealth Management | 1,819 | $291.0K | 0.05% | +44+2.5% | Added |
| Southland Equity Partners LLC | 1,817 | $291.1K | 0.14% | +9+0.5% | Added |
| St Germain D J Co Inc | 1,915 | $293.0K | 0.02% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 1,835 | $294.0K | 0.03% | +47+2.6% | Added |
| Bridgeworth, LLC | 1,837 | $294.0K | 0.07% | +300+19.5% | Added |
| Sather Financial Group Inc | 1,841 | $295.0K | 0.03% | −600−24.6% | Reduced |
| Heritage Investors Management Corp | 1,850 | $296.0K | 0.01% | −389−17.4% | Reduced |
| Meridian Wealth Advisors, LLC | 1,846 | $296.0K | 0.08% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,851 | $297.0K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,852 | $297.0K | 0.02% | +218+13.3% | Added |
| First United Bank Trust | 1,860 | $298.0K | 0.15% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 1,866 | $299.0K | 0.03% | −175−8.6% | Reduced |
| Bank of Stockton | 1,871 | $300.0K | 0.12% | −50−2.6% | Reduced |
| Baker Boyer National Bank | 1,885 | $302.0K | 0.13% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,894 | $303.0K | 0.12% | +7+0.4% | Added |
| CVA Family Office, LLC | 1,890 | $303.0K | 0.08% | +1,225+184.2% | Added |
| Bridges Investment Management Inc | 1,899 | $304.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,898 | $304.0K | 0.11% | +1+0.1% | Added |
| Financial Strategies Group, Inc. | 1,895 | $304.0K | 0.14% | +8+0.4% | Added |
| Aspiriant, LLC | 1,903 | $304.0K | 0.01% | +61+3.3% | Added |
| Maple Capital Management, Inc. | 1,929 | $304.0K | 0.04% | +237+14.0% | Added |
| Old North State Trust, LLC | 1,899 | $304.0K | 0.26% | +1,897+94,850.0% | Added |
| Estabrook Capital Management | 1,898 | $304.1K | 0.06% | −2−0.1% | Reduced |
| Lindbrook Capital, LLC | 1,911 | $306.0K | 0.05% | +219+12.9% | Added |
| SkyOak Wealth, LLC | 1,918 | $307.0K | 0.11% | 00.0% | Unchanged |
| Madden Securities Corp | 1,914 | $307.0K | 0.19% | 00.0% | Unchanged |