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Livermore
Livermore
ZHEN

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, Q4 2022

Institutional positions in Waste Management Inc as of Dec 31, 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
1,741
+87 vs. Q3 2022
Shares held
326.8M
+596.8K (+0.2%) vs. Q3 2022
Total value
$51.1B
−$1.18B (−2.3%) vs. Q3 2022
New holders
168
623 more added
Sold out
81
658 more reduced

41 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 1,741 institutions
Q1 2021: 1,493 institutionsQ2 2021: 1,526 institutionsQ3 2021: 1,551 institutionsQ4 2021: 1,700 institutionsQ1 2022: 1,665 institutionsQ2 2022: 1,678 institutionsQ3 2022: 1,695 institutionsQ4 2022: 1,741 institutionsQ1 2023: 1,737 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,751 institutionsQ4 2023: 1,875 institutionsQ1 2024: 1,976 institutionsQ2 2024: 2,007 institutionsQ3 2024: 1,999 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,234 institutionsQ3 2025: 2,180 institutionsQ4 2025: 2,325 institutionsQ1 2026: 2,375 institutionsQ2 2026: 2,378 institutions
Value heldQ4 2022: $51.1B
Q1 2021: $41.1BQ2 2021: $44.4BQ3 2021: $47.1BQ4 2021: $52.8BQ1 2022: $49.8BQ2 2022: $47.7BQ3 2022: $52.8BQ4 2022: $51.1BQ1 2023: $53.7BQ2 2023: $56.4BQ3 2023: $49.5BQ4 2023: $58.4BQ1 2024: $69.3BQ2 2024: $69.2BQ3 2024: $66.7BQ4 2024: $66.0BQ1 2025: $75.2BQ2 2025: $74.6BQ3 2025: $70.8BQ4 2025: $72.1BQ1 2026: $75.7BQ2 2026: $74.1B
Institutions holding WM and their total value by quarter
QuarterHoldersValue
Q2 20262,378$74.1B
Q1 20262,375$75.7B
Q4 20252,325$72.1B
Q3 20252,180$70.8B
Q2 20252,234$74.6B
Q1 20252,207$75.2B
Q4 20242,134$66.0B
Q3 20241,999$66.7B
Q2 20242,007$69.2B
Q1 20241,976$69.3B
Q4 20231,875$58.4B
Q3 20231,751$49.5B
Q2 20231,775$56.4B
Q1 20231,737$53.7B
Q4 20221,741$51.1B
Q3 20221,695$52.8B
Q2 20221,678$47.7B
Q1 20221,665$49.8B
Q4 20211,700$52.8B
Q3 20211,551$47.1B
Q2 20211,526$44.4B
Q1 20211,493$41.1B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q3 2022.

Institutions holding WM in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Advisory Services, Inc.24$00.00%+24New
Blume Capital Management, Inc.1$1580.00%+1New
Tfo-TDC, LLC5$1680.00%+5New
St Germain D J Co Inc1,915$3000.00%00.0%Unchanged
Lee Financial Co4$6280.00%00.0%Unchanged
New Millennium Group LLC5$8380.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.7$1.10K0.00%00.0%Unchanged
Bellwether Advisors, LLC7$1.10K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC7$1.10K0.00%+7New
Financial Synergies Wealth Advisors, Inc.7$1.10K0.00%00.0%Unchanged
Archer Investment Corp8$1.25K0.00%00.0%Unchanged
Affiance Financial, LLC8$1.25K0.00%+8New
Bellevue Asset Management, LLC10$1.56K0.00%00.0%Unchanged
Highline Wealth Partners LLC10$1.57K0.00%00.0%Unchanged
Sageworth Trust Co11$2.00K0.00%+11New
Tucker Asset Management LLC13$2.06K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC15$2.35K0.00%−111−88.1%Reduced
Activest Wealth Management15$2.35K0.00%00.0%Unchanged
Avion Wealth22$3.00K0.00%00.0%Unchanged
Copeland Capital Management, LLC21$3.00K0.00%00.0%Unchanged
DecisionPoint Financial, LLC20$3.14K0.00%+20New
Core Wealth Advisors, Inc.22$3.45K0.00%+22New
Hexagon Capital Partners LLC23$3.61K0.00%+9+64.3%Added
DT Investment Partners, LLC26$4.08K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC26$4.08K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC26$4.09K0.00%00.0%Unchanged
Stephens Consulting, LLC27$4.24K0.00%00.0%Unchanged
Eagle Bay Advisors LLC30$4.71K0.00%−400−93.0%Reduced
WFA of San Diego, LLC30$4.71K0.00%+30New
Laurel Wealth Advisors LLC31$4.86K0.00%00.0%Unchanged
Abound Wealth Management31$4.86K0.00%00.0%Unchanged
Horizons Wealth Management33$5.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.32$5.02K0.00%+17+113.3%Added
Jackson, Grant Investment Advisers, Inc.37$5.80K0.00%00.0%Unchanged
Retirement Financial Solutions, LLC37$5.80K0.00%+37New
Legacy Bridge, LLC40$6.28K0.00%00.0%Unchanged
Sofos Investments, Inc.157$6.29K0.07%+157New
Y.D. More Investments Ltd44$6.91K0.00%+44New
Hollencrest Capital Management49$7.69K0.00%+49New
Country Trust Bank50$7.84K0.00%−28−35.9%Reduced
Slocum, Gordon & Co LLP50$7.84K0.01%+50New
Iron Horse Wealth Management, LLC50$8.00K0.00%+50New
WFA Asset Management Corp53$8.31K0.01%00.0%Unchanged
JDM Financial Group LLC53$8.31K0.01%+53New
Atlas Capital Advisors LLC60$9.41K0.00%00.0%Unchanged
EWG Elevate Inc.64$10.0K0.01%+64New
Capital Management Associates66$10.4K0.02%00.0%Unchanged
Cornerstone Planning Group LLC73$11.0K0.00%+73New
Bell Investment Advisors, Inc76$11.9K0.00%−12−13.6%Reduced
Kessler Investment Group, LLC74$12.0K0.01%00.0%Unchanged
Beacon Capital Management, LLC78$12.2K0.00%+53+212.0%Added
Evermay Wealth Management LLC80$12.6K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.80$12.6K0.01%00.0%Unchanged
Cohen & Steers, Inc.97$15.0K0.00%−215,223−100.0%Reduced
JJJ Advisors Inc.100$15.3K0.00%−2−2.0%Reduced
Canada Pension Plan Investment Board100$15.7K0.00%−201,316−100.0%Reduced
Private Ocean, LLC100$15.7K0.00%−26−20.6%Reduced
Luken Investment Analytics, LLC100$15.7K0.01%+100New
Cassady Schiller Wealth Management, LLC100$15.7K0.01%+100New
Freedom Wealth Alliance, LLC100$15.7K0.02%+100New
Lowe Wealth Advisors, LLC102$16.0K0.01%00.0%Unchanged
Focused Wealth Management, Inc102$16.0K0.00%00.0%Unchanged
Aspire Private Capital, LLC104$16.3K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.110$17.3K0.00%−107−49.3%Reduced
Gould Capital, LLC115$18.0K0.01%00.0%Unchanged
PFS Partners, LLC120$18.8K0.02%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group121$19.0K0.01%00.0%Unchanged
Baker Avenue Asset Management, LP127$19.9K0.00%−3,739−96.7%Reduced
TD Ameritrade Investment Management, LLC130$20.0K0.00%+5+4.0%Added
Endurance Wealth Management, Inc.125$20.0K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC134$21.0K0.01%00.0%Unchanged
My Personal CFO, LLC135$21.2K0.02%+135New
Heritage Wealth Management, LLC136$21.3K0.00%+86+172.0%Added
Ellevest, Inc.143$22.4K0.00%−3,209−95.7%Reduced
Mendota Financial Group, LLC146$22.9K0.03%+146New
PrairieView Partners, LLC150$23.0K0.00%00.0%Unchanged
True Wealth Design, LLC150$23.5K0.01%+150New
Pin Oak Investment Advisors Inc162$25.0K0.03%00.0%Unchanged
Sierra Capital LLC160$25.0K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.162$25.0K0.02%+1+0.6%Added
Raffa Wealth Management, LLC172$27.0K0.01%00.0%Unchanged
Disciplined Investments, LLC182$28.6K0.01%−165−47.6%Reduced
Addison Advisors LLC183$28.7K0.02%−61−25.0%Reduced
JFS Wealth Advisors, LLC189$29.6K0.00%−540−74.1%Reduced
Twin Lakes Capital Management, LLC196$30.8K0.02%+1+0.5%Added
Steward Financial Group LLC198$31.0K0.02%+198New
Osterweis Capital Management Inc200$31.4K0.00%00.0%Unchanged
Duncker Streett & Co Inc200$31.4K0.01%00.0%Unchanged
Earnest Partners LLC200$31.4K0.00%00.0%Unchanged
Perkins Coie Trust Co200$31.4K0.01%00.0%Unchanged
American National Bank207$32.0K0.01%−48−18.8%Reduced
KB Financial Partners, LLC202$32.0K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.206$32.3K0.01%00.0%Unchanged
RWM Asset Management, LLC209$32.8K0.01%+65+45.1%Added
State of Wyoming218$34.2K0.01%+218New
Moisand Fitzgerald Tamayo, LLC219$34.4K0.01%+59+36.9%Added
Webster Bank, N. A.220$35.0K0.00%00.0%Unchanged
Annapolis Financial Services, LLC232$36.4K0.01%00.0%Unchanged
Bogart Wealth, LLC240$37.7K0.00%+10+4.3%Added
Ruedi Wealth Management, Inc.246$38.6K0.03%+246New