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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 260 | $40.8K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 267 | $41.0K | 0.00% | +1+0.4% | Added |
| Seldon Capital LP | 262 | $41.1K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 269 | $42.2K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 269 | $42.2K | 0.02% | +269 | New |
| Barrett & Company, Inc. | 275 | $43.1K | 0.03% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 275 | $43.9K | 0.03% | 00.0% | Unchanged |
| TD Capital Management LLC | 280 | $43.9K | 0.01% | +75+36.6% | Added |
| Sound Income Strategies, LLC | 281 | $44.0K | 0.01% | −99−26.1% | Reduced |
| Studio Investment Management LLC | 285 | $44.7K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 290 | $45.0K | 0.02% | −10−3.3% | Reduced |
| Bollard Group LLC | 285 | $45.0K | 0.00% | +1+0.4% | Added |
| Johnson Midwest Financial, LLC | 284 | $45.0K | 0.16% | 00.0% | Unchanged |
| WD Rutherford LLC | 293 | $46.0K | 0.04% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 300 | $47.0K | 0.04% | +300 | New |
| Coppell Advisory Solutions LLC | 303 | $47.5K | 0.02% | +303 | New |
| Coppell Advisory Solutions Corp. | 303 | $47.5K | 0.02% | +303 | New |
| Farther Finance Advisors, LLC | 305 | $47.8K | 0.02% | +305 | New |
| Altshuler Shaham Ltd | 312 | $48.9K | 0.00% | +11+3.7% | Added |
| Ritter Daniher Financial Advisory LLC | 322 | $50.5K | 0.02% | +256+387.9% | Added |
| CNB Bank | 325 | $51.0K | 0.03% | +20+6.6% | Added |
| Kepos Capital LP | 325 | $51.0K | 0.01% | +64+24.5% | Added |
| Montag A & Associates Inc | 334 | $52.4K | 0.00% | −85−20.3% | Reduced |
| Financial Freedom, LLC | 337 | $52.9K | 0.04% | +337 | New |
| Atticus Wealth Management, LLC | 349 | $54.8K | 0.02% | −247−41.4% | Reduced |
| IAG Wealth Partners, LLC | 365 | $57.3K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 358 | $57.4K | 0.03% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 366 | $57.4K | 0.04% | 00.0% | Unchanged |
| Lansing Street Advisors | 373 | $58.5K | 0.04% | +2+0.5% | Added |
| Trust Co | 381 | $60.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 391 | $61.0K | 0.02% | −1,105−73.9% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 389 | $61.0K | 0.05% | −10−2.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 390 | $61.2K | 0.02% | −300−43.5% | Reduced |
| Optimum Investment Advisors | 400 | $62.8K | 0.03% | 00.0% | Unchanged |
| Accel Wealth Management | 408 | $63.9K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 410 | $64.0K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 410 | $64.3K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 420 | $66.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 421 | $66.0K | 0.00% | +320+316.8% | Added |
| Headlands Technologies LLC | 435 | $68.0K | 0.05% | +435 | New |
| Park Place Capital Corp | 436 | $68.0K | 0.02% | +436 | New |
| Brown, Lisle/Cummings, Inc. | 450 | $70.6K | 0.04% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 467 | $73.2K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 500 | $78.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 500 | $78.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 509 | $80.0K | 0.07% | −55−9.8% | Reduced |
| Red Cedar Capital, LLC | 525 | $82.0K | 0.05% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 524 | $82.2K | 0.03% | +524 | New |
| Fiduciary Alliance LLC | 532 | $83.5K | 0.02% | +532 | New |
| Riggs Asset Managment Co. Inc. | 539 | $84.6K | 0.03% | +500+1,282.1% | Added |
| Cutler Group LP | 542 | $85.0K | 0.01% | −1,089−66.8% | Reduced |
| Schubert & Co | 559 | $87.7K | 0.08% | −272−32.7% | Reduced |
| One Wealth Advisors, LLC | 570 | $89.4K | 0.02% | +570 | New |
| PEAK6 Investments LLC | 589 | $92.4K | 0.01% | +589 | New |
| Investors Research Corp | 599 | $94.0K | 0.03% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 610 | $95.7K | 0.06% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 633 | $99.3K | 0.00% | −61−8.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 633 | $99.3K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 634 | $99.4K | 0.03% | −716−53.0% | Reduced |
| TCI Wealth Advisors, Inc. | 634 | $99.5K | 0.01% | −1−0.2% | Reduced |
| Operose Advisors LLC | 635 | $99.6K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 639 | $100.2K | 0.02% | −137−17.7% | Reduced |
| Cyrus J. Lawrence, LLC | 645 | $101.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 649 | $101.8K | 0.06% | +1+0.2% | Added |
| FinTrust Capital Advisors, LLC | 650 | $101.9K | 0.02% | +54+9.1% | Added |
| Stonebridge Capital Advisors LLC | 651 | $102.2K | 0.01% | +159+32.3% | Added |
| BerganKDV Wealth Management, LLC | 666 | $104.5K | 0.01% | +3+0.5% | Added |
| Logan Capital Management Inc | 675 | $105.9K | 0.01% | +27+4.2% | Added |
| Riverview Trust Co | 675 | $106.0K | 0.10% | +415+159.6% | Added |
| Newbridge Financial Services Group, Inc. | 683 | $107.1K | 0.06% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 693 | $108.6K | 0.06% | +1+0.1% | Added |
| Baystate Wealth Management LLC | 692 | $109.0K | 0.01% | +33+5.0% | Added |
| CoreCap Advisors, LLC | 698 | $109.6K | 0.01% | +698 | New |
| First Financial Corp | 700 | $109.8K | 0.07% | 00.0% | Unchanged |
| NewSquare Capital LLC | 700 | $109.8K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 700 | $110.0K | 0.13% | 00.0% | Unchanged |
| Rise Advisors, LLC | 704 | $110.5K | 0.09% | +187+36.2% | Added |
| Fortis Capital Advisors, LLC | 716 | $112.3K | 0.07% | +716 | New |
| Acropolis Investment Management, LLC | 723 | $113.4K | 0.01% | +9+1.3% | Added |
| Garde Capital, Inc. | 746 | $117.0K | 0.01% | +746 | New |
| Tradewinds Capital Management, LLC | 747 | $117.2K | 0.05% | +46+6.6% | Added |
| Quent Capital, LLC | 763 | $119.7K | 0.02% | +44+6.1% | Added |
| Castleview Partners, LLC | 768 | $120.5K | 0.12% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 769 | $121.0K | 0.02% | −21−2.7% | Reduced |
| Column Capital Advisors, LLC | 775 | $121.6K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 778 | $122.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 777 | $122.0K | 0.01% | +298+62.2% | Added |
| Hills Bank & Trust Co | 800 | $126.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 811 | $127.2K | 0.07% | +151+22.9% | Added |
| Essex Investment Management Co LLC | 827 | $130.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 843 | $132.0K | 0.00% | −105−11.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 874 | $137.1K | 0.01% | −312−26.3% | Reduced |
| Norwood Financial Corp | 900 | $141.2K | 0.22% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 900 | $141.2K | 0.04% | 00.0% | Unchanged |
| Arlington Partners LLC | 915 | $143.5K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 919 | $144.2K | 0.10% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 923 | $144.8K | 0.02% | +185+25.1% | Added |
| Winch Advisory Services, LLC | 931 | $146.0K | 0.06% | +126+15.7% | Added |
| AllSquare Wealth Management LLC | 949 | $148.9K | 0.10% | 00.0% | Unchanged |
| US Asset Management LLC | 957 | $150.0K | 0.16% | +957 | New |