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, 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 | 2,379 | $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, 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 |
|---|---|---|---|---|---|
| Simmons Bank | 2,395 | $383.0K | 0.04% | −68−2.8% | Reduced |
| Personal Cfo Solutions, LLC | 2,388 | $383.0K | 0.10% | +946+65.6% | Added |
| NFP Retirement, Inc. | 2,386 | $382.3K | 0.09% | +192+8.8% | Added |
| Red Wave Investments LLC | 2,384 | $382.0K | 0.17% | +10+0.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,373 | $381.0K | 0.07% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 2,365 | $378.9K | 0.26% | 00.0% | Unchanged |
| Hoylecohen, LLC | 2,358 | $378.0K | 0.04% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,357 | $378.0K | 0.06% | +49+2.1% | Added |
| RGT Wealth Advisors, LLC | 2,349 | $376.0K | 0.06% | −1,171−33.3% | Reduced |
| Monumental Financial Group Inc. | 2,338 | $375.0K | 0.36% | +5+0.2% | Added |
| Contravisory Investment Management, Inc. | 2,328 | $373.0K | 0.12% | +25+1.1% | Added |
| V Wealth Advisors LLC | 2,312 | $371.0K | 0.07% | −550−19.2% | Reduced |
| Cassia Capital Partners, LLC | 2,315 | $371.0K | 0.34% | +111+5.0% | Added |
| Verdence Capital Advisors LLC | 2,298 | $368.0K | 0.05% | +10.0% | Added |
| Fairhaven Wealth Management, LLC | 2,294 | $367.0K | 0.16% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 2,288 | $367.0K | 0.07% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 2,287 | $366.0K | 0.05% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2,286 | $366.0K | 0.85% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 2,290 | $366.0K | 0.09% | +680+42.2% | Added |
| First Interstate Bank | 2,280 | $365.0K | 0.03% | +195+9.4% | Added |
| Zacks Investment Management | 2,279 | $365.0K | 0.01% | +256+12.7% | Added |
| Private Capital Management, LLC | 2,279 | $365.0K | 0.06% | +2,279 | New |
| Hudock, Inc. | 2,278 | $364.0K | 0.12% | +9+0.4% | Added |
| Abbrea Capital, LLC | 2,258 | $362.0K | 0.07% | −100−4.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 2,262 | $362.0K | 0.13% | +63+2.9% | Added |
| Clarity Financial LLC | 2,246 | $360.0K | 0.08% | +158+7.6% | Added |
| Insight Advisors, LLC | 2,242 | $359.0K | 0.14% | −124−5.2% | Reduced |
| Somerville Kurt F | 2,230 | $357.0K | 0.07% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 2,229 | $357.0K | 0.11% | −2−0.1% | Reduced |
| Forum Financial Management, LP | 2,230 | $357.0K | 0.02% | +26+1.2% | Added |
| MPS Loria Financial Planners, LLC | 2,228 | $357.0K | 0.14% | +55+2.5% | Added |
| CWM Advisors, LLC | 2,199 | $352.0K | 0.05% | −193−8.1% | Reduced |
| Alethea Capital Management, LLC | 2,200 | $352.0K | 0.44% | 00.0% | Unchanged |
| Canandaigua National Corp | 2,186 | $350.0K | 0.06% | −200−8.4% | Reduced |
| Pensionmark Financial Group, LLC | 2,166 | $347.0K | 0.08% | −304−12.3% | Reduced |
| Berkshire Bank | 2,151 | $345.0K | 0.11% | +363+20.3% | Added |
| Freestone Capital Holdings, LLC | 2,146 | $344.0K | 0.02% | −127−5.6% | Reduced |
| InterOcean Capital Group, LLC | 2,145 | $344.0K | 0.01% | +67+3.2% | Added |
| Journey Strategic Wealth LLC | 2,149 | $344.0K | 0.05% | +737+52.2% | Added |
| Private Asset Management Inc | 2,138 | $343.0K | 0.06% | +10.0% | Added |
| First Manhattan Co | 2,135 | $342.0K | 0.00% | −123−5.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,125 | $340.0K | 0.04% | −72−3.3% | Reduced |
| Smithfield Trust Co | 2,118 | $340.0K | 0.02% | +10+0.5% | Added |
| Balasa Dinverno & Foltz LLC | 2,121 | $340.0K | 0.02% | +259+13.9% | Added |
| Mason Investment Advisory Services, Inc. | 2,119 | $339.5K | 0.04% | −40−1.9% | Reduced |
| Eidelman Virant Capital | 2,100 | $339.0K | 0.25% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 2,116 | $339.0K | 0.09% | +2,116 | New |
| Strategic Financial Services, Inc, | 2,107 | $338.0K | 0.03% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 2,106 | $337.4K | 0.27% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 2,105 | $337.0K | 0.05% | −55−2.5% | Reduced |
| First National Bank Sioux Falls | 2,105 | $337.0K | 0.35% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,103 | $337.0K | 0.08% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 2,100 | $336.0K | 0.16% | −100−4.5% | Reduced |
| Cozad Asset Management Inc | 2,098 | $336.0K | 0.05% | 00.0% | Unchanged |
| Resolute Partners Group | 2,088 | $335.0K | 0.04% | +8+0.4% | Added |
| Modera Wealth Management, LLC | 2,087 | $334.0K | 0.02% | +236+12.7% | Added |
| Compton Wealth Advisory Group, LLC | 2,076 | $333.0K | 0.14% | −629−23.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 2,076 | $333.0K | 0.12% | −56−2.6% | Reduced |
| Sweet Financial Partners, LLC | 2,076 | $333.0K | 0.11% | +500+31.7% | Added |
| Highview Capital Management LLC | 2,063 | $331.0K | 0.25% | +302+17.1% | Added |
| Clear Street Markets LLC | 2,065 | $331.0K | 0.06% | +763+58.6% | Added |
| Silphium Asset Management Ltd | 2,066 | $331.0K | 0.30% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 2,055 | $329.0K | 0.41% | −411−16.7% | Reduced |
| Mendel Money Management | 2,056 | $329.0K | 0.21% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,047 | $328.0K | 0.09% | −445−17.9% | Reduced |
| Roman Butler Fullerton & Co | 2,096 | $328.0K | 0.21% | +3+0.1% | Added |
| International Assets Investment Management, LLC | 2,036 | $326.0K | 0.07% | −11−0.5% | Reduced |
| Ironsides Asset Advisors, LLC | 2,034 | $326.0K | 0.15% | 00.0% | Unchanged |
| First Command Bank | 2,036 | $326.0K | 0.05% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 2,036 | $326.0K | 0.05% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 1,978 | $326.0K | 0.39% | −56−2.8% | Reduced |
| First National Corp | 2,025 | $324.0K | 0.09% | −7−0.3% | Reduced |
| ACG Wealth | 2,013 | $323.0K | 0.07% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,012 | $322.3K | 0.13% | −17−0.8% | Reduced |
| Johnson Bixby & Associates, LLC | 2,000 | $320.0K | 0.08% | 00.0% | Unchanged |
| City State Bank | 1,996 | $320.0K | 0.22% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,000 | $320.0K | 0.09% | +639+47.0% | Added |
| Wealth Management Partners, LLC | 2,000 | $319.0K | 0.28% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 1,985 | $318.0K | 0.05% | +1,985 | New |
| StoneX Group Inc. | 1,983 | $317.7K | 0.04% | +63+3.3% | Added |
| Capital Advisors Wealth Management, LLC | 1,972 | $316.0K | 0.10% | +38+2.0% | Added |
| Point72 Hong Kong Ltd | 1,968 | $315.0K | 0.02% | −34,322−94.6% | Reduced |
| LWM Advisory Services, LLC | 1,966 | $315.0K | 0.36% | +66+3.5% | Added |
| Selective Wealth Management, Inc. | 1,959 | $314.0K | 0.13% | −70−3.4% | Reduced |
| Carret Asset Management, LLC | 1,945 | $312.0K | 0.05% | −100−4.9% | Reduced |
| Ledyard National Bank | 1,946 | $312.0K | 0.04% | 00.0% | Unchanged |
| Old West Investment Management, LLC | 1,952 | $312.0K | 0.22% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,950 | $312.0K | 0.27% | 00.0% | Unchanged |
| Rockland Trust Co | 1,941 | $311.0K | 0.02% | −33−1.7% | Reduced |
| Doyle Wealth Management | 1,935 | $310.0K | 0.03% | +38+2.0% | Added |
| Marcum Wealth, LLC | 1,934 | $310.0K | 0.05% | +66+3.5% | Added |
| Northstar Asset Management LLC | 1,930 | $309.0K | 0.10% | 00.0% | Unchanged |
| Insight Folios Inc | 1,920 | $308.0K | 0.16% | −1,145−37.4% | Reduced |
| Patron Partners Advisors, LLC | 1,921 | $308.0K | 0.26% | +13+0.7% | 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 |
| Virtus Investment Advisers, Inc. | 1,914 | $307.0K | 0.14% | +1,914 | New |
| Lindbrook Capital, LLC | 1,911 | $306.0K | 0.05% | +219+12.9% | Added |
| Estabrook Capital Management | 1,898 | $304.1K | 0.06% | −2−0.1% | Reduced |
| Bridges Investment Management Inc | 1,899 | $304.0K | 0.01% | 00.0% | Unchanged |