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, 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 | 2,379 | $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, 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 |
|---|---|---|---|---|---|
| NBT Bank N A | 1,820 | $285.5K | 0.04% | +200+12.3% | Added |
| Southland Equity Partners LLC | 1,833 | $287.6K | 0.11% | +16+0.9% | Added |
| Sather Financial Group Inc | 1,841 | $288.8K | 0.02% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,843 | $289.0K | 0.05% | +500+37.2% | Added |
| SFMG, LLC | 1,845 | $289.4K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 1,847 | $289.7K | 0.07% | +1+0.1% | Added |
| Heritage Investors Management Corp | 1,850 | $290.0K | 0.01% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,849 | $290.1K | 0.01% | −50−2.6% | Reduced |
| Voya Financial Advisors, Inc. | 1,828 | $290.4K | 0.04% | +250+15.8% | Added |
| Equitable Holdings, Inc. | 1,853 | $290.7K | 0.01% | +1,853 | New |
| Heritage Trust Co | 1,857 | $291.3K | 0.05% | +50+2.8% | Added |
| First United Bank Trust | 1,860 | $291.8K | 0.14% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,864 | $292.4K | 0.02% | −35,174−95.0% | Reduced |
| Freestone Capital Holdings, LLC | 1,871 | $293.5K | 0.01% | −275−12.8% | Reduced |
| Bank of Stockton | 1,871 | $294.0K | 0.10% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,876 | $294.2K | 0.02% | +68+3.8% | Added |
| Insight Folios Inc | 1,876 | $294.4K | 0.13% | −44−2.3% | Reduced |
| Visionary Wealth Advisors | 1,878 | $295.0K | 0.03% | +43+2.3% | Added |
| Baker Boyer National Bank | 1,885 | $295.7K | 0.12% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 1,909 | $295.8K | 0.34% | −69−3.5% | Reduced |
| Estabrook Capital Management | 1,898 | $297.8K | 0.05% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 1,899 | $298.0K | 0.12% | +4+0.2% | Added |
| Old North State Trust, LLC | 1,899 | $298.0K | 0.20% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,901 | $298.3K | 0.10% | +7+0.4% | Added |
| Maple Capital Management, Inc. | 1,904 | $298.7K | 0.04% | −25−1.3% | Reduced |
| SkyOak Wealth, LLC | 1,918 | $300.9K | 0.10% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,922 | $301.5K | 0.23% | +1+0.1% | Added |
| BCJ Capital Management, LLC | 1,924 | $301.8K | 0.03% | +376+24.3% | Added |
| CVA Family Office, LLC | 1,934 | $303.4K | 0.07% | +44+2.3% | Added |
| StoneX Group Inc. | 1,936 | $303.7K | 0.04% | −47−2.4% | Reduced |
| Journey Strategic Wealth LLC | 1,937 | $303.8K | 0.04% | −212−9.9% | Reduced |
| Semus Wealth Partners LLC | 1,937 | $303.9K | 0.37% | +1,937 | New |
| Carret Asset Management, LLC | 1,945 | $305.0K | 0.04% | 00.0% | Unchanged |
| Ledyard National Bank | 1,946 | $305.3K | 0.04% | 00.0% | Unchanged |
| Old West Investment Management, LLC | 1,952 | $306.2K | 0.19% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 1,966 | $308.4K | 0.13% | +172+9.6% | Added |
| Intrua Financial, LLC | 2,051 | $308.6K | 0.07% | +4+0.2% | Added |
| Insigneo Advisory Services, LLC | 1,973 | $310.0K | 0.12% | +1,973 | New |
| WealthPLAN Partners, LLC | 2,057 | $311.4K | 0.02% | +2,057 | New |
| Capital Advisors Wealth Management, LLC | 1,991 | $312.3K | 0.09% | +19+1.0% | Added |
| Sutton Wealth Advisors Inc. | 1,998 | $313.4K | 0.12% | −14−0.7% | Reduced |
| Johnson Bixby & Associates, LLC | 2,000 | $313.8K | 0.07% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 1,999 | $314.0K | 0.14% | −35−1.7% | Reduced |
| WealthPlan Investment Management, LLC | 2,057 | $314.3K | 0.02% | +418+25.5% | Added |
| First Command Bank | 2,005 | $315.0K | 0.04% | −31−1.5% | Reduced |
| First Command Financial Services, Inc. | 2,005 | $315.0K | 0.04% | −31−1.5% | Reduced |
| Rockland Trust Co | 2,005 | $315.0K | 0.02% | +64+3.3% | Added |
| Keel Point, LLC | 2,015 | $316.1K | 0.05% | +2,015 | New |
| First National Corp | 2,019 | $316.7K | 0.08% | −6−0.3% | Reduced |
| Mendel Money Management | 2,026 | $317.8K | 0.18% | −30−1.5% | Reduced |
| Aspiriant, LLC | 2,031 | $318.6K | 0.02% | +128+6.7% | Added |
| Cape Ann Savings Bank | 2,051 | $321.8K | 0.24% | −55−2.6% | Reduced |
| Amica Retiree Medical Trust | 2,055 | $322.0K | 0.41% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 2,000 | $322.4K | 0.27% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 2,066 | $324.0K | 0.11% | −10−0.5% | Reduced |
| Compton Wealth Advisory Group, LLC | 2,076 | $325.7K | 0.13% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 2,077 | $325.8K | 0.10% | +10.0% | Added |
| Kistler-Tiffany Companies, LLC | 2,089 | $327.7K | 0.07% | +277+15.3% | Added |
| Resolute Partners Group | 2,097 | $329.0K | 0.04% | +9+0.4% | Added |
| Horan Capital Advisors, LLC. | 2,100 | $329.4K | 0.14% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,103 | $329.9K | 0.04% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 2,105 | $330.2K | 0.04% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 2,105 | $330.2K | 0.24% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 2,107 | $330.5K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,109 | $331.0K | 0.02% | −9−0.4% | Reduced |
| Main Street Financial Solutions, LLC | 2,114 | $332.7K | 0.05% | +2,114 | New |
| Mason Investment Advisory Services, Inc. | 2,128 | $333.8K | 0.03% | +9+0.4% | Added |
| First Interstate Bank | 2,130 | $334.0K | 0.02% | −150−6.6% | Reduced |
| Winton Group Ltd | 2,131 | $334.3K | 0.02% | −2,843−57.2% | Reduced |
| Roman Butler Fullerton & Co | 2,180 | $336.6K | 0.17% | +84+4.0% | Added |
| Syntegra Private Wealth Group, LLC | 2,158 | $338.5K | 0.07% | +2,158 | New |
| Texas Capital Bank Wealth Management Services Inc | 2,175 | $341.2K | 0.04% | +50+2.4% | Added |
| MPS Loria Financial Planners, LLC | 2,179 | $341.9K | 0.15% | −49−2.2% | Reduced |
| Canandaigua National Corp | 2,186 | $343.0K | 0.06% | 00.0% | Unchanged |
| City State Bank | 2,186 | $343.0K | 0.21% | +190+9.5% | Added |
| Cornerstone Advisory, LLC | 2,189 | $343.3K | 0.07% | +404+22.6% | Added |
| First Manhattan Co | 2,189 | $343.4K | 0.00% | +54+2.5% | Added |
| Forum Financial Management, LP | 2,193 | $344.0K | 0.01% | −37−1.7% | Reduced |
| Alethea Capital Management, LLC | 2,200 | $345.1K | 0.33% | 00.0% | Unchanged |
| New Hampshire Trust | 2,212 | $347.0K | 0.09% | +2,212 | New |
| Dynamic Technology Lab Private Ltd | 2,218 | $348.0K | 0.03% | −17,699−88.9% | Reduced |
| Somerville Kurt F | 2,230 | $349.8K | 0.07% | 00.0% | Unchanged |
| Clarity Financial LLC | 2,231 | $350.0K | 0.07% | −15−0.7% | Reduced |
| Global Assets Advisory, LLC | 2,232 | $350.1K | 0.37% | +2,232 | New |
| Oak Thistle LLC | 2,234 | $350.5K | 0.75% | +2,234 | New |
| Callahan Advisors, LLC | 2,263 | $355.1K | 0.05% | −24−1.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 2,264 | $355.2K | 0.10% | +35+1.6% | Added |
| InterOcean Capital Group, LLC | 2,266 | $355.5K | 0.01% | +121+5.6% | Added |
| Private Capital Management, LLC | 2,279 | $357.5K | 0.05% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 2,280 | $357.7K | 0.71% | −724−24.1% | Reduced |
| Capstone Investment Advisors, LLC | 2,281 | $357.8K | 0.01% | +2,281 | New |
| Stuart Chaussee & Associates, Inc. | 2,286 | $358.6K | 0.13% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,309 | $362.2K | 0.06% | −1,545−40.1% | Reduced |
| Zacks Investment Management | 2,311 | $362.6K | 0.01% | +32+1.4% | Added |
| Buckingham Strategic Partners | 2,316 | $363.3K | 0.03% | −3,750−61.8% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,318 | $363.6K | 0.26% | +2,318 | New |
| Shelton Capital Management | 2,319 | $363.8K | 0.04% | −207−8.2% | Reduced |
| Ausdal Financial Partners, Inc. | 2,322 | $364.3K | 0.05% | −35−1.5% | Reduced |
| Centaurus Financial, Inc. | 2,341 | $367.0K | 0.03% | −322−12.1% | Reduced |
| OneAscent Financial Services LLC | 2,344 | $368.0K | 0.16% | −785−25.1% | Reduced |