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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Baker Boyer National Bank | 1,885 | $302.0K | 0.13% | 00.0% | Unchanged |
| Bank of Stockton | 1,871 | $300.0K | 0.12% | −50−2.6% | Reduced |
| Trustmark National Bank Trust Department | 1,866 | $299.0K | 0.03% | −175−8.6% | Reduced |
| First United Bank Trust | 1,860 | $298.0K | 0.15% | 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 |
| 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 |
| Sather Financial Group Inc | 1,841 | $295.0K | 0.03% | −600−24.6% | Reduced |
| 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 |
| St Germain D J Co Inc | 1,915 | $293.0K | 0.02% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 1,817 | $291.1K | 0.14% | +9+0.5% | 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 |
| 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 |
| Geneos Wealth Management Inc. | 1,808 | $289.0K | 0.02% | −1,014−35.9% | Reduced |
| Diligent Investors, LLC | 1,801 | $288.0K | 0.10% | +5+0.3% | 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 |
| 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 |
| SFMG, LLC | 1,845 | $285.0K | 0.03% | 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 |
| Auxier Asset Management | 1,757 | $281.0K | 0.05% | 00.0% | Unchanged |
| First Western Trust Bank | 1,747 | $280.0K | 0.02% | +1+0.1% | Added |
| GeoWealth Management, LLC | 1,741 | $279.0K | 0.03% | −598−25.6% | Reduced |
| Forest Hill Capital, LLC | 1,730 | $277.0K | 0.12% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Beaird Harris Wealth Management, LLC | 1,700 | $272.0K | 0.06% | 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 |
| Harbour Investments, Inc. | 1,766 | $270.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Drake & Associates, LLC | 1,671 | $268.0K | 0.15% | +117+7.5% | Added |
| 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 |
| Quantum Private Wealth, LLC | 1,660 | $265.0K | 0.17% | 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 |
| 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 |
| 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 |
| Cutler Group LP | 1,631 | $261.0K | 0.03% | +1,606+6,424.0% | Added |
| 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 |
| Woodstock Corp | 1,608 | $258.0K | 0.04% | −30−1.8% | Reduced |
| Change Path, LLC | 1,604 | $257.0K | 0.02% | +139+9.5% | 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 |
| Voya Financial Advisors, Inc. | 1,578 | $255.0K | 0.03% | +19+1.2% | Added |
| Total Clarity Wealth Management, Inc. | 1,587 | $254.0K | 0.16% | +179+12.7% | Added |
| 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 |
| Claro Advisors LLC | 1,650 | $252.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| 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 |
| Adviser Investments LLC | 1,553 | $249.0K | 0.02% | −144−8.5% | 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 |
| Colonial River Wealth Management, LLC | 1,542 | $247.0K | 0.17% | −120−7.2% | Reduced |
| 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 |
| M. Kulyk & Associates, LLC | 1,523 | $244.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| BDO Wealth Advisors, LLC | 1,516 | $243.0K | 0.03% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,514 | $243.0K | 0.08% | +5+0.3% | Added |
| Quaker Wealth Management, LLC | 1,508 | $242.0K | 0.13% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,511 | $242.0K | 0.04% | +202+15.4% | Added |