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 |
|---|---|---|---|---|---|
| Mitchell McLeod Pugh & Williams Inc | 2,924 | $458.7K | 0.16% | −130−4.3% | Reduced |
| Archford Capital Strategies, LLC | 2,930 | $459.6K | 0.11% | +3+0.1% | Added |
| Mechanics Financial Corp | 2,930 | $460.0K | 0.27% | −20−0.7% | Reduced |
| Joel Isaacson & Co., LLC | 2,938 | $460.9K | 0.04% | +48+1.7% | Added |
| Good Life Advisors, LLC | 2,954 | $463.5K | 0.06% | +100+3.5% | Added |
| Verdence Capital Advisors LLC | 2,957 | $463.9K | 0.06% | +659+28.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,966 | $465.2K | 0.02% | −804−21.3% | Reduced |
| CMG Global Holdings, LLC | 2,974 | $466.6K | 0.44% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,978 | $467.2K | 0.14% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 2,981 | $467.7K | 0.13% | +41+1.4% | Added |
| Tobam | 2,984 | $468.0K | 0.03% | +437+17.2% | Added |
| Rbo & Co LLC | 3,000 | $470.6K | 0.08% | 00.0% | Unchanged |
| Twin Tree Management, LP | 3,013 | $472.7K | 0.01% | −9,817−76.5% | Reduced |
| Glenview Trust Co | 3,013 | $472.7K | 0.02% | +145+5.1% | Added |
| Beaumont Financial Advisors, LLC | 3,023 | $474.2K | 0.05% | +3,023 | New |
| Sawyer & Company, Inc | 3,025 | $475.0K | 0.23% | −15−0.5% | Reduced |
| NorthRock Partners, LLC | 3,039 | $476.7K | 0.05% | −95−3.0% | Reduced |
| SG Americas Securities, LLC | 3,045 | $478.0K | 0.01% | −8,613−73.9% | Reduced |
| Shoker Investment Counsel, Inc. | 3,058 | $479.9K | 0.22% | +3+0.1% | Added |
| Bessemer Securities LLC | 3,061 | $480.0K | 0.22% | −550−15.2% | Reduced |
| Morton Capital Management LLC | 3,064 | $480.7K | 0.19% | 00.0% | Unchanged |
| Boston Research & Management Inc | 3,090 | $484.0K | 0.15% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,100 | $486.3K | 0.37% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,128 | $490.7K | 0.05% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 3,136 | $492.0K | 0.30% | +59+1.9% | Added |
| Cozad Asset Management Inc | 3,140 | $492.6K | 0.07% | +1,042+49.7% | Added |
| MCF Advisors LLC | 3,148 | $493.8K | 0.05% | +13+0.4% | Added |
| Independent Solutions Wealth Management, LLC | 3,151 | $494.4K | 0.15% | −408−11.5% | Reduced |
| Choate Investment Advisors | 3,152 | $494.5K | 0.03% | 00.0% | Unchanged |
| First Foundation Advisors | 3,158 | $495.4K | 0.02% | −60−1.9% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,170 | $497.0K | 0.17% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 3,190 | $500.4K | 0.14% | +3,190 | New |
| Meyer Handelman Co | 3,200 | $502.0K | 0.02% | 00.0% | Unchanged |
| Burney Co | 3,205 | $502.8K | 0.03% | −600−15.8% | Reduced |
| Dividend Assets Capital, LLC | 3,208 | $503.0K | 0.11% | 00.0% | Unchanged |
| Stonnington Group, LLC | 3,250 | $503.5K | 0.14% | +50+1.6% | Added |
| Verus Capital Partners, LLC | 3,209 | $503.5K | 0.09% | +30+0.9% | Added |
| Northwest Investment Counselors, LLC | 3,210 | $503.6K | 0.15% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 3,230 | $506.8K | 0.17% | −78−2.4% | Reduced |
| Per Stirling Capital Management, LLC. | 3,231 | $506.9K | 0.09% | +3,231 | New |
| NatWest Group plc | 3,233 | $507.2K | 0.29% | −6,705−67.5% | Reduced |
| Shepherd Financial Partners LLC | 3,249 | $509.7K | 0.09% | +10.0% | Added |
| 9258 Wealth Management, LLC | 3,253 | $510.3K | 0.11% | +80+2.5% | Added |
| Wedmont Private Capital | 3,202 | $510.7K | 0.08% | +154+5.1% | Added |
| Schechter Investment Advisors, LLC | 3,258 | $511.2K | 0.05% | −369−10.2% | Reduced |
| Sonen Capital LLC | 3,268 | $512.7K | 0.84% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,289 | $516.0K | 0.04% | −41−1.2% | Reduced |
| Thomasville National Bank | 3,297 | $517.0K | 0.06% | −36−1.1% | Reduced |
| Kinneret Advisory, LLC | 3,324 | $521.5K | 0.07% | −1,935−36.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 3,324 | $521.5K | 0.04% | +1,601+92.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,331 | $522.6K | 0.14% | +126+3.9% | Added |
| Hamilton Capital, LLC | 3,334 | $523.0K | 0.03% | +3,334 | New |
| Concentric Capital Strategies, LP | 3,340 | $524.0K | 0.26% | +3,340 | New |
| Advisors Capital Management, LLC | 3,352 | $526.0K | 0.01% | −83−2.4% | Reduced |
| Douglas Lane & Associates, LLC | 3,380 | $530.2K | 0.01% | +247+7.9% | Added |
| Geneva Partners, LLC | 3,395 | $532.6K | 0.50% | −155−4.4% | Reduced |
| Mirova US LLC | 3,401 | $533.5K | 0.01% | +187+5.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,405 | $534.2K | 0.10% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 3,412 | $535.3K | 0.16% | −109−3.1% | Reduced |
| Clearstead Advisors, LLC | 3,451 | $541.4K | 0.04% | +275+8.7% | Added |
| Hyman Charles D | 3,456 | $542.0K | 0.04% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,481 | $546.0K | 0.02% | +200+6.1% | Added |
| Avidian Wealth Solutions, LLC | 3,494 | $548.1K | 0.04% | +189+5.7% | Added |
| McDaniel Terry & Co | 3,500 | $549.0K | 0.06% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,500 | $549.1K | 0.01% | +3,500 | New |
| Successful Portfolios LLC | 3,515 | $551.0K | 0.36% | −3−0.1% | Reduced |
| RMB Capital Management, LLC | 3,519 | $552.1K | 0.02% | +14+0.4% | Added |
| Kades & Cheifetz LLC | 3,527 | $553.3K | 0.46% | +3,527 | New |
| KWB Wealth | 3,557 | $558.1K | 0.11% | +9+0.3% | Added |
| Ronald Blue Trust, Inc. | 3,492 | $559.0K | 0.01% | +917+35.6% | Added |
| RFG Advisory, LLC | 3,721 | $562.2K | 0.03% | +78+2.1% | Added |
| King Wealth | 3,588 | $563.0K | 0.13% | +10.0% | Added |
| Summit Financial Wealth Advisors, LLC | 3,590 | $563.2K | 0.14% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 3,598 | $564.5K | 0.48% | +22+0.6% | Added |
| Alliance Wealth Advisors, LLC | 3,635 | $570.3K | 0.48% | −90−2.4% | Reduced |
| Versor Investments LP | 3,635 | $570.3K | 0.05% | +635+21.2% | Added |
| Kennedy Investment Group | 3,635 | $570.3K | 0.36% | +3,635 | New |
| Clarius Group, LLC | 3,645 | $572.0K | 0.05% | −134−3.5% | Reduced |
| MONECO Advisors, LLC | 3,660 | $574.2K | 0.21% | +10.0% | Added |
| Smith, Moore & Co. | 3,690 | $578.9K | 0.08% | −180−4.7% | Reduced |
| Bluesphere Advisors, LLC | 3,696 | $579.8K | 0.51% | −111−2.9% | Reduced |
| Steel Peak Wealth Management LLC | 3,697 | $580.0K | 0.04% | +326+9.7% | Added |
| Symphony Financial, Ltd. Co. | 3,724 | $582.9K | 0.15% | −2,997−44.6% | Reduced |
| Orleans Capital Management Corp | 3,717 | $583.1K | 0.45% | −300−7.5% | Reduced |
| Bryn Mawr Trust Co | 3,721 | $584.0K | 0.03% | −102−2.7% | Reduced |
| Appleton Partners Inc | 3,727 | $585.0K | 0.06% | −105−2.7% | Reduced |
| NCM Capital Management, LLC | 3,737 | $586.0K | 0.39% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 3,754 | $588.9K | 0.12% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 3,761 | $590.0K | 0.07% | −89−2.3% | Reduced |
| Mark Stevens | 3,767 | $591.0K | 0.08% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 3,771 | $591.6K | 0.02% | +3,771 | New |
| Richwood Investment Advisors, LLC | 3,773 | $591.8K | 0.60% | +10.0% | Added |
| Cresset Asset Management, LLC | 6,481 | $595.8K | 0.01% | +1,060+19.6% | Added |
| Profund Advisors LLC | 3,823 | $599.8K | 0.04% | +396+11.6% | Added |
| Madison Asset Management, LLC | 3,824 | $600.0K | 0.01% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 3,825 | $600.0K | 0.69% | +3,825 | New |
| Wealth Enhancement & Preservation of GA, LLC | 3,828 | $600.5K | 0.98% | +1,255+48.8% | Added |
| Sentry Investment Management LLC | 3,838 | $602.0K | 0.27% | +1,194+45.2% | Added |
| NewEdge Wealth, LLC | 3,843 | $602.9K | 0.03% | +189+5.2% | Added |
| Advisory Alpha, LLC | 3,848 | $603.8K | 0.04% | −25−0.6% | Reduced |