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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 960 | $150.6K | 0.02% | +3+0.3% | Added |
| Assetmark, Inc | 961 | $150.8K | 0.00% | +323+50.6% | Added |
| Grove Bank & Trust | 979 | $154.0K | 0.03% | +979 | New |
| Central Bank & Trust Co | 996 | $156.2K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $157.0K | 0.09% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,000 | $157.0K | 0.05% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,004 | $157.5K | 0.01% | +25+2.6% | Added |
| MinichMacGregor Wealth Management, LLC | 1,008 | $158.1K | 0.06% | +1,008 | New |
| Phocas Financial Corp. | 1,025 | $160.8K | 0.02% | +1,025 | New |
| 3Chopt Investment Partners, LLC | 1,033 | $162.1K | 0.09% | +1,033 | New |
| West Paces Advisors Inc. | 1,054 | $165.4K | 0.05% | −153−12.7% | Reduced |
| Desjardins Global Asset Management Inc. | 1,074 | $168.0K | 0.03% | −1,325−55.2% | Reduced |
| Wolff Wiese Magana LLC | 1,087 | $170.5K | 0.15% | −72−6.2% | Reduced |
| Leelyn Smith, LLC | 2,173 | $170.8K | 0.05% | +1,087+100.1% | Added |
| Virtus Investment Advisers, Inc. | 1,097 | $172.1K | 0.11% | −817−42.7% | Reduced |
| Washington Trust Advisors, Inc. | 1,098 | $172.3K | 0.02% | −7−0.6% | Reduced |
| TFC Financial Management | 1,106 | $173.5K | 0.05% | +457+70.4% | Added |
| Accurate Wealth Management, LLC | 1,129 | $174.9K | 0.06% | −162−12.5% | Reduced |
| Carolinas Wealth Consulting LLC | 25,634 | $176.6K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,153 | $180.9K | 0.04% | +988+598.8% | Added |
| Harbor Investment Advisory, LLC | 1,155 | $181.2K | 0.03% | +208+22.0% | Added |
| Retirement Group, LLC | 1,182 | $185.0K | 0.09% | +1,182 | New |
| Crewe Advisors LLC | 1,183 | $185.6K | 0.03% | −97−7.6% | Reduced |
| Byrne Asset Management LLC | 1,190 | $186.7K | 0.14% | −275−18.8% | Reduced |
| Tradition Wealth Management, LLC | 1,193 | $187.0K | 0.03% | +4+0.3% | Added |
| Pflug Koory, LLC | 1,207 | $189.0K | 0.11% | 00.0% | Unchanged |
| Clean Yield Group | 1,208 | $189.5K | 0.08% | +416+52.5% | Added |
| Rosenberg Matthew Hamilton | 1,208 | $189.5K | 0.06% | +47+4.0% | Added |
| Bray Capital Advisors | 1,225 | $192.2K | 0.06% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,241 | $194.7K | 0.01% | +266+27.3% | Added |
| Ameliora Wealth Management Ltd. | 1,250 | $196.1K | 0.10% | +318+34.1% | Added |
| MV Capital Management, Inc. | 1,255 | $196.9K | 0.03% | +74+6.3% | Added |
| Capital Advisors, Ltd. LLC | 1,493 | $198.0K | 0.03% | +197+15.2% | Added |
| Hallmark Capital Management Inc | 1,275 | $200.0K | 0.02% | −576−31.1% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,300 | $200.4K | 0.20% | 00.0% | Unchanged |
| Capula Management Ltd | 1,280 | $200.8K | 0.02% | +1,280 | New |
| TSFG, LLC | 1,278 | $201.0K | 0.08% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,288 | $202.0K | 0.02% | +1,288 | New |
| Ipswich Investment Management Co., Inc. | 1,300 | $203.9K | 0.06% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 1,300 | $203.9K | 0.01% | 00.0% | Unchanged |
| Regent Investment Management LLC | 1,300 | $204.0K | 0.05% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 1,304 | $204.6K | 0.15% | −3−0.2% | Reduced |
| Frisch Financial Group, Inc. | 1,307 | $205.0K | 0.08% | +6+0.5% | Added |
| Corrigan Financial, Inc. | 1,308 | $205.2K | 0.08% | +1+0.1% | Added |
| Resurgent Financial Advisors LLC | 1,308 | $205.2K | 0.11% | −45−3.3% | Reduced |
| Personal Cfo Solutions, LLC | 1,312 | $205.8K | 0.04% | −1,076−45.1% | Reduced |
| Enterprise Financial Services Corp | 1,313 | $206.0K | 0.14% | +32+2.5% | Added |
| Blueshift Asset Management, LLC | 1,320 | $207.1K | 0.10% | −10,696−89.0% | Reduced |
| Summit Trail Advisors, LLC | 1,324 | $207.7K | 0.01% | +1,324 | New |
| Core Wealth Partners LLC | 6,222 | $208.0K | 0.26% | +6,222 | New |
| Wayfinding Financial, LLC | 1,423 | $208.0K | 0.17% | +170+13.6% | Added |
| Calton & Associates, Inc. | 1,329 | $208.5K | 0.08% | +35+2.7% | Added |
| Manchester Capital Management LLC | 1,330 | $208.7K | 0.03% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 1,333 | $209.1K | 0.05% | −58−4.2% | Reduced |
| Summit Financial, LLC | 1,337 | $209.8K | 0.02% | −112−7.7% | Reduced |
| Empowered Funds, LLC | 1,344 | $210.8K | 0.01% | +1,344 | New |
| Financial Futures Ltd Liability Co. | 1,345 | $211.0K | 0.19% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,347 | $211.3K | 0.04% | +15+1.1% | Added |
| Executive Wealth Management, LLC | 1,347 | $211.5K | 0.03% | +1,126+509.5% | Added |
| Centurion Wealth Management LLC | 1,348 | $211.5K | 0.12% | +1,348 | New |
| Everett Harris & Co | 1,352 | $212.0K | 0.00% | +1,352 | New |
| NinePointTwo Capital | 1,353 | $212.0K | 0.09% | +1,353 | New |
| Summit Asset Management, LLC | 1,352 | $212.1K | 0.06% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,357 | $213.0K | 0.15% | +1+0.1% | Added |
| Blackston Financial Advisory Group, LLC | 1,358 | $213.0K | 0.15% | +71+5.5% | Added |
| Ade, LLC | 1,358 | $213.0K | 0.16% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 1,360 | $213.3K | 0.09% | +2+0.1% | Added |
| Perennial Investment Advisors, LLC | 1,363 | $213.8K | 0.09% | +16+1.2% | Added |
| Highlander Capital Management, LLC | 1,362 | $214.0K | 0.11% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 1,364 | $214.0K | 0.03% | +1,364 | New |
| Greenwood Gearhart Inc | 1,365 | $214.1K | 0.03% | −43−3.1% | Reduced |
| SNS Financial Group, LLC | 1,366 | $214.3K | 0.03% | +12+0.9% | Added |
| Alpha Cubed Investments, LLC | 1,367 | $214.4K | 0.02% | +120+9.6% | Added |
| Compass Financial Advisors LLC | 1,368 | $214.6K | 0.29% | +2+0.1% | Added |
| Catalyst Financial Partners LLC | 1,371 | $215.1K | 0.11% | +1,371 | New |
| Daymark Wealth Partners, LLC | 1,371 | $215.1K | 0.04% | +1,371 | New |
| Greatmark Investment Partners, Inc. | 1,375 | $215.7K | 0.04% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 1,375 | $215.7K | 0.05% | +1,375 | New |
| Inspirion Wealth Advisors, LLC | 1,376 | $215.9K | 0.05% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,416 | $216.3K | 0.38% | +1,416 | New |
| Hilton Capital Management, LLC | 1,353 | $217.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,384 | $217.1K | 0.08% | −5−0.4% | Reduced |
| Legacy Financial Advisors, Inc. | 1,385 | $217.3K | 0.05% | −197−12.5% | Reduced |
| One River Asset Management, LLC | 1,370 | $217.4K | 0.15% | +1,370 | New |
| Navalign, LLC | 1,386 | $217.4K | 0.09% | −98−6.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 1,388 | $218.0K | 0.16% | +69+5.2% | Added |
| M&R Capital Management Inc | 1,397 | $219.2K | 0.06% | +481+52.5% | Added |
| Sterling Investment Advisors, Ltd. | 1,398 | $219.4K | 0.08% | −500−26.3% | Reduced |
| Diamant Asset Management, Inc. | 1,402 | $219.9K | 0.20% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 1,405 | $220.4K | 0.22% | +1,405 | New |
| RMR Wealth Builders | 1,408 | $220.9K | 0.05% | +107+8.2% | Added |
| Charter Research & Investment Group, Inc. | 1,425 | $223.6K | 0.21% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,425 | $223.6K | 0.10% | 00.0% | Unchanged |
| Essex Private Wealth Management, LLC | 1,425 | $223.6K | 0.84% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,426 | $223.7K | 0.09% | −1,213−46.0% | Reduced |
| Powell Investment Advisors, LLC | 1,427 | $223.9K | 0.13% | −249−14.9% | Reduced |
| Day & Ennis, LLC | 1,429 | $224.1K | 0.09% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 1,430 | $224.3K | 0.02% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 1,431 | $224.6K | 0.02% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,436 | $225.4K | 0.01% | +156+12.2% | Added |