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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.

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: 2,379 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 20262,379$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
Hudock, Inc.2,351$368.9K0.13%+73+3.2%Added
Chesapeake Wealth Management2,359$370.1K0.16%−155−6.2%Reduced
Weinberger Asset Management, Inc2,365$371.0K0.23%00.0%Unchanged
Forza Wealth Management, LLC2,381$373.5K0.25%+2,381New
Modera Wealth Management, LLC2,383$373.8K0.02%+296+14.2%Added
NFP Retirement, Inc.2,386$374.4K0.08%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.2,394$375.6K0.07%+21+0.9%Added
Simmons Bank2,395$375.7K0.03%00.0%Unchanged
Tilia Fiduciary Partners, Inc.2,395$375.8K0.36%−921−27.8%Reduced
Philadelphia Trust Co2,394$376.0K0.04%00.0%Unchanged
Nwam LLC2,398$376.3K0.03%−574−19.3%Reduced
Bond & Devick Financial Network, Inc.2,400$376.5K0.27%00.0%Unchanged
Northeast Investment Management2,401$377.0K0.02%00.0%Unchanged
Monumental Financial Group Inc.2,403$377.0K0.30%+65+2.8%Added
Wealth Dimensions Group, Ltd.2,404$377.1K0.15%00.0%Unchanged
Cutter & CO Brokerage, Inc.2,409$377.9K0.13%+4+0.2%Added
Zeke Capital Advisors, LLC2,415$378.9K0.02%−10.0%Reduced
AdvisorNet Financial, Inc2,416$379.0K0.04%−561−18.8%Reduced
First Nebraska Trust Co2,420$379.6K0.05%00.0%Unchanged
Sompo Asset Management Co., Ltd.2,420$379.6K0.09%+130+5.7%Added
Alera Investment Advisors, LLC2,429$381.0K0.09%−227−8.5%Reduced
Parsons Capital Management Inc2,430$381.2K0.03%00.0%Unchanged
Gryphon Financial Partners LLC2,436$382.1K0.09%−194−7.4%Reduced
Abbrea Capital, LLC2,438$382.5K0.07%+180+8.0%Added
Insight Advisors, LLC2,442$383.2K0.13%+200+8.9%Added
Terry L. Blaker2,450$384.4K0.04%−16−0.6%Reduced
Bill Few Associates, Inc.2,450$384.4K0.23%00.0%Unchanged
Viawealth, LLC2,440$386.1K0.32%+2,440New
Hoylecohen, LLC2,465$386.7K0.04%+107+4.5%Added
Truadvice, LLC2,515$388.2K0.20%+2,515New
CWM Advisors, LLC2,490$390.7K0.05%+291+13.2%Added
Clear Street Markets LLC2,490$391.0K0.08%+425+20.6%Added
Eqis Capital Management, Inc.2,496$391.5K0.04%−238−8.7%Reduced
Riverbridge Partners LLC2,500$392.0K0.01%00.0%Unchanged
Jupiter Wealth Management LLC2,500$392.0K0.38%00.0%Unchanged
Parthenon LLC2,500$392.2K0.06%00.0%Unchanged
LS Investment Advisors, LLC2,512$394.1K0.08%+2,512New
Berkshire Bank2,521$395.5K0.12%+370+17.2%Added
Benchmark Financial Wealth Advisors, LLC2,543$399.0K0.22%−104−3.9%Reduced
Mark Sheptoff Financial Planning, LLC2,550$400.1K0.23%00.0%Unchanged
Fortune 45 LLC2,552$400.4K0.44%−12−0.5%Reduced
Autumn Glory Partners, LLC2,560$401.6K0.21%+1,280+100.0%Added
Values First Advisors, Inc.2,561$401.7K0.28%−25−1.0%Reduced
D L Carlson Investment Group Inc2,561$402.0K0.09%−34,792−93.1%Reduced
Stockman Wealth Management, Inc.2,567$402.7K0.09%00.0%Unchanged
Community Bank & Trust, Waco, Texas2,577$404.0K0.13%+315+13.9%Added
Peoples Financial Services Corp.2,584$405.4K0.19%00.0%Unchanged
Davis R M Inc2,591$406.0K0.01%+75+3.0%Added
Angeles Wealth Management, LLC2,596$407.3K0.07%−2−0.1%Reduced
Ti-Trust, Inc2,603$408.4K0.39%00.0%Unchanged
Fort Point Capital Partners LLC2,625$411.8K0.07%+20+0.8%Added
American Trust2,626$412.0K0.04%+2,626New
OneAscent Wealth Management LLC2,626$412.0K0.19%+6+0.2%Added
Adell Harriman & Carpenter Inc2,638$413.8K0.05%00.0%Unchanged
Pitcairn Co2,644$414.8K0.04%+45+1.7%Added
Cassaday & Co Wealth Management LLC2,648$415.4K0.02%+2,648New
Transcend Wealth Collective, LLC2,648$415.5K0.05%+38+1.5%Added
Krilogy Financial LLC2,648$415.5K0.04%+2,648New
Hohimer Wealth Management, LLC2,650$415.7K0.13%00.0%Unchanged
KRS Capital Management, LLC2,653$416.2K0.57%+4+0.2%Added
Van Cleef Asset Management,Inc2,659$417.2K0.07%−39−1.4%Reduced
Alaethes Wealth LLC2,662$417.6K0.29%−400−13.1%Reduced
Perpetual Investment Management Ltd2,667$418.4K0.05%00.0%Unchanged
KMG Fiduciary Partners, LLC2,671$419.0K0.07%+383+16.7%Added
Gs Investments, Inc.2,675$419.7K0.26%00.0%Unchanged
SevenOneSeven Capital Management2,688$421.7K0.91%+93+3.6%Added
Apella Capital, LLC2,691$422.2K0.04%+31+1.2%Added
Court Place Advisors, LLC2,703$424.0K0.15%00.0%Unchanged
Brighton Jones LLC2,706$424.6K0.03%−1,417−34.4%Reduced
Atwood & Palmer Inc2,707$424.7K0.04%00.0%Unchanged
V Wealth Advisors LLC2,712$425.5K0.09%+400+17.3%Added
Contravisory Investment Management, Inc.2,713$425.6K0.12%+385+16.5%Added
Boston Common Asset Management, LLC2,723$427.0K0.02%−78−2.8%Reduced
Marble Harbor Investment Counsel, LLC2,723$427.2K0.06%−25−0.9%Reduced
Truvestments Capital LLC2,730$428.2K0.24%−894−24.7%Reduced
DFPG Investments, LLC2,733$429.0K0.07%+2,733New
Okabena Investment Services Inc2,742$430.2K0.31%−2,158−44.0%Reduced
Xcel Wealth Management, LLC2,755$432.2K0.17%−600−17.9%Reduced
Guardian Wealth Advisors, LLC2,760$433.0K0.08%+10.0%Added
Walter & Keenan Financial Consulting Co2,776$435.5K0.17%−50−1.8%Reduced
Lester Murray Antman dba SimplyRich2,785$436.0K0.17%+11+0.4%Added
Perigon Wealth Management, LLC2,780$436.1K0.03%+284+11.4%Added
Zullo Investment Group, Inc.2,800$439.3K0.27%+11+0.4%Added
Redwood Investments, LLC2,814$441.5K0.06%−52−1.8%Reduced
Vigilare Wealth Management2,847$446.6K0.26%−646−18.5%Reduced
Conning Inc.2,863$449.1K0.01%−332−10.4%Reduced
Farmers & Merchants Trust Co of Chambersburg PA2,871$450.0K0.31%00.0%Unchanged
Csenge Advisory Group2,877$451.3K0.03%+253+9.6%Added
Legacy Wealth Asset Management, LLC2,879$451.7K0.17%+43+1.5%Added
CAPROCK Group, Inc.2,884$452.5K0.04%+392+15.7%Added
M Holdings Securities, Inc.2,896$454.0K0.05%+56+2.0%Added
Mount Yale Investment Advisors, LLC2,902$455.3K0.05%−66−2.2%Reduced
Maven Securities LTD2,903$455.4K0.09%+1,339+85.6%Added
Strata Wealth Advisors, LLC2,904$455.5K0.25%+2,904New
Primoris Wealth Advisors, LLC2,908$456.2K0.70%00.0%Unchanged
SlateStone Wealth, LLC2,908$456.3K0.11%+792+37.4%Added
Piscataqua Savings Bank2,911$456.6K0.39%−583−16.7%Reduced
Resources Investment Advisors, LLC.2,912$456.9K0.01%+1,509+107.6%Added
Univest Financial Corp2,918$457.8K0.14%−431−12.9%Reduced
AFS Financial Group, LLC2,920$458.1K0.33%+2,920New