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 |
|---|---|---|---|---|---|
| Nikulski Financial, Inc. | 3,855 | $604.8K | 0.29% | 00.0% | Unchanged |
| HM Payson & Co | 3,861 | $605.7K | 0.02% | +1,382+55.7% | Added |
| Meridian Financial, LLC | 3,867 | $606.7K | 0.64% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,882 | $609.0K | 0.02% | −42−1.1% | Reduced |
| Fiera Capital Corp | 3,885 | $609.5K | 0.00% | +75+2.0% | Added |
| Notis-McConarty Edward | 3,900 | $611.8K | 0.25% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 3,900 | $611.8K | 0.42% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,911 | $614.0K | 0.01% | −1,879−32.5% | Reduced |
| Exchange Traded Concepts, LLC | 3,914 | $614.0K | 0.02% | −16,934−81.2% | Reduced |
| Chicago Trust Co NA | 3,957 | $620.0K | 0.15% | +85+2.2% | Added |
| SL Advisors, LLC | 3,957 | $620.8K | 1.37% | 00.0% | Unchanged |
| Ethic Inc. | 3,962 | $621.5K | 0.03% | −3,719−48.4% | Reduced |
| Equitable Trust Co | 3,966 | $622.2K | 0.05% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 3,969 | $622.7K | 0.04% | −396−9.1% | Reduced |
| Citadel Advisors LLC | 3,984 | $625.0K | 0.00% | −155,551−97.5% | Reduced |
| Ballentine Partners, LLC | 3,985 | $625.2K | 0.02% | +421+11.8% | Added |
| XML Financial, LLC | 3,999 | $627.3K | 0.08% | −74−1.8% | Reduced |
| Integrated Advisors Network LLC | 4,006 | $628.5K | 0.04% | +430+12.0% | Added |
| Fukoku Mutual Life Insurance Co | 4,015 | $629.9K | 0.05% | −1,125−21.9% | Reduced |
| Live Oak Investment Partners | – | $631.1K | 0.58% | – | New |
| Aberdeen Wealth Management LLC | 4,025 | $631.4K | 0.48% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 4,029 | $632.1K | 0.05% | −26−0.6% | Reduced |
| Gateway Wealth Partners, LLC | 4,081 | $640.2K | 0.11% | +4,081 | New |
| Clearview Wealth Advisors LLC | 4,082 | $640.4K | 0.49% | −12−0.3% | Reduced |
| Axxcess Wealth Management, LLC | 4,083 | $640.5K | 0.05% | −384−8.6% | Reduced |
| ISAM Funds (UK) Ltd | 4,096 | $642.6K | 1.93% | +4,096 | New |
| Teza Capital Management LLC | 4,109 | $644.6K | 0.12% | +4,109 | New |
| Regatta Capital Group, LLC | 4,113 | $645.2K | 0.23% | +20.0% | Added |
| CSM Advisors, LLC | 4,119 | $646.0K | 0.06% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 4,119 | $646.0K | 0.15% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,123 | $646.8K | 0.02% | +4,123 | New |
| Cavalier Investments, LLC | 4,138 | $649.2K | 0.23% | −266−6.0% | Reduced |
| Community Bank, N.A. | 4,182 | $656.1K | 0.09% | +350+9.1% | Added |
| J.W. Cole Advisors, Inc. | 4,184 | $656.4K | 0.05% | −38−0.9% | Reduced |
| Jennison Associates LLC | 4,188 | $657.0K | 0.00% | +4,188 | New |
| Procyon Private Wealth Partners, LLC | 4,201 | $659.1K | 0.12% | +4,201 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 4,205 | $659.7K | 0.10% | −431−9.3% | Reduced |
| Tributary Capital Management, LLC | 4,205 | $660.0K | 0.07% | −100−2.3% | Reduced |
| World Equity Group, Inc. | 4,223 | $662.5K | 0.16% | −531−11.2% | Reduced |
| Country Club Bank | 4,233 | $664.1K | 0.06% | +1,033+32.3% | Added |
| Cypress Asset Management Inc | 4,256 | $667.7K | 0.24% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 4,256 | $667.7K | 0.31% | −93−2.1% | Reduced |
| MMBG Investment Advisors Co. | 4,260 | $668.0K | 0.09% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4,263 | $669.0K | 0.10% | +719+20.3% | Added |
| Independence Bank of Kentucky | 4,282 | $672.0K | 0.30% | 00.0% | Unchanged |
| RW Investment Management LLC | 4,290 | $673.0K | 0.26% | +4,290 | New |
| Edge Capital Group, LLC | 4,299 | $674.4K | 0.05% | +803+23.0% | Added |
| Bayesian Capital Management, LP | 4,300 | $674.6K | 0.10% | +4,300 | New |
| ARGI Investment Services, LLC | 4,307 | $676.0K | 0.02% | +38+0.9% | Added |
| Wulff, Hansen & Co. | 4,318 | $677.4K | 0.82% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,326 | $678.7K | 0.04% | +4,326 | New |
| Beta Wealth Group, Inc. | 4,326 | $678.7K | 0.46% | +110+2.6% | Added |
| Avantax Planning Partners, Inc. | 4,329 | $679.1K | 0.03% | −105−2.4% | Reduced |
| LMCG Investments, LLC | 4,330 | $679.3K | 0.05% | +4,330 | New |
| Global Financial Private Client, LLC | 4,333 | $679.8K | 0.38% | +1,427+49.1% | Added |
| Montecito Bank & Trust | 4,355 | $683.0K | 0.17% | −146−3.2% | Reduced |
| RSM US Wealth Management LLC | 4,354 | $683.1K | 0.03% | +834+23.7% | Added |
| Hilltop Holdings Inc. | 4,368 | $685.2K | 0.09% | +113+2.7% | Added |
| NorthCrest Asset Manangement, LLC | 4,370 | $685.3K | 0.04% | −7,106−61.9% | Reduced |
| Quadrant Capital Group LLC | 4,400 | $690.3K | 0.08% | −39−0.9% | Reduced |
| Linscomb & Williams, Inc. | 4,405 | $691.1K | 0.04% | +313+7.6% | Added |
| GW Henssler & Associates Ltd | 4,415 | $692.6K | 0.05% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 4,420 | $693.4K | 0.17% | −199−4.3% | Reduced |
| Fca Corp | 4,432 | $695.3K | 0.28% | +118+2.7% | Added |
| Moneta Group Investment Advisors LLC | 4,505 | $697.0K | 0.02% | +173+4.0% | Added |
| Ameritas Investment Partners, Inc. | 4,564 | $697.0K | 0.03% | −85−1.8% | Reduced |
| Fulton Bank, N.A. | 4,474 | $702.0K | 0.04% | −50−1.1% | Reduced |
| Bank Ozk | 4,495 | $705.2K | 0.35% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 4,512 | $707.8K | 0.17% | +1,089+31.8% | Added |
| ETF Managers Group, LLC | 4,523 | $709.6K | 0.03% | +188+4.3% | Added |
| J. W. Coons Advisors, LLC | 4,550 | $713.8K | 0.21% | 00.0% | Unchanged |
| Clare Market Investments LLC | 4,574 | $717.6K | 0.34% | −430−8.6% | Reduced |
| IMS Capital Management | 4,592 | $720.4K | 0.46% | +34+0.7% | Added |
| St. James Investment Advisors, LLC | 4,609 | $723.1K | 1.33% | +165+3.7% | Added |
| Unique Wealth, LLC | 4,617 | $724.3K | 0.39% | +4,617 | New |
| Trustcore Financial Services, LLC | 4,620 | $724.7K | 0.06% | −126−2.7% | Reduced |
| Prospera Financial Services Inc | 4,621 | $725.0K | 0.04% | −409−8.1% | Reduced |
| Dempze Nancy E | 4,625 | $725.6K | 0.71% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,642 | $728.2K | 0.03% | −534−10.3% | Reduced |
| WealthTrust Axiom LLC | 4,657 | $730.7K | 0.25% | −10.0% | Reduced |
| Founders Financial Securities LLC | 4,658 | $730.7K | 0.11% | −103−2.2% | Reduced |
| STAR Financial Bank | 4,658 | $730.7K | 0.72% | +4,658 | New |
| Shell Asset Management Co | 4,660 | $731.0K | 0.03% | +1,790+62.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 4,718 | $740.2K | 0.18% | +9+0.2% | Added |
| Graypoint LLC | 4,725 | $741.3K | 0.09% | +119+2.6% | Added |
| Fisher Asset Management, LLC | 4,740 | $744.0K | 0.00% | −94−1.9% | Reduced |
| Algebris (UK) Ltd | 4,807 | $751.4K | 0.34% | +4,807 | New |
| Burke & Herbert Bank & Trust Co | 4,791 | $752.0K | 0.56% | 00.0% | Unchanged |
| Rational Advisors LLC | 4,835 | $758.5K | 0.06% | −1,510−23.8% | Reduced |
| RDA Financial Network | 4,843 | $759.8K | 0.38% | +121+2.6% | Added |
| Highview Capital Management LLC | 4,855 | $761.7K | 0.46% | +2,792+135.3% | Added |
| Jeppson Wealth Management, LLC | 4,872 | $764.3K | 0.32% | 00.0% | Unchanged |
| Toews Corp | 4,900 | $768.7K | 0.38% | −2,000−29.0% | Reduced |
| Verition Fund Management LLC | 4,905 | $769.5K | 0.01% | −17,400−78.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,910 | $770.3K | 0.06% | −2,000−28.9% | Reduced |
| Donoghue Forlines LLC | 4,958 | $777.8K | 0.28% | +2,353+90.3% | Added |
| Castle Rock Wealth Management, LLC | 5,119 | $780.6K | 0.35% | +178+3.6% | Added |
| Mainsail Financial Group, LLC | 5,057 | $781.8K | 0.80% | +5,057 | New |
| Mayflower Financial Advisors, LLC | 4,988 | $782.5K | 0.11% | −165−3.2% | Reduced |
| Barbara Oil Co. | 5,000 | $784.4K | 0.37% | 00.0% | Unchanged |