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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 5,016 | $788.0K | 0.16% | −32−0.6% | Reduced |
| Roble, Belko & Company, Inc | 5,030 | $789.0K | 0.17% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 5,042 | $791.0K | 0.30% | −1,000−16.6% | Reduced |
| Clear Creek Financial Management, LLC | 5,044 | $791.3K | 0.17% | +106+2.1% | Added |
| Laurel Wealth Advisors, Inc. | 5,107 | $801.0K | 0.08% | −3−0.1% | Reduced |
| One Capital Management, LLC | 5,116 | $802.6K | 0.04% | −13−0.3% | Reduced |
| LMG Wealth Partners, LLC | 5,221 | $806.0K | 0.27% | +5,221 | New |
| High Net Worth Advisory Group LLC | 5,152 | $808.2K | 0.31% | +1,090+26.8% | Added |
| Great Lakes Advisors, LLC | 5,159 | $809.3K | 0.05% | −563−9.8% | Reduced |
| Strategic Blueprint, LLC | 5,160 | $809.6K | 0.09% | −475−8.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 5,189 | $814.0K | 1.21% | −301−5.5% | Reduced |
| Proequities, Inc. | 5,189 | $814.0K | 0.07% | +139+2.8% | Added |
| Benjamin Edwards Inc | 5,198 | $815.0K | 0.21% | +1,437+38.2% | Added |
| Boston Financial Mangement LLC | 5,204 | $816.4K | 0.03% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 5,312 | $818.0K | 0.47% | +5,312 | New |
| Symmetry Partners, LLC | 5,221 | $819.0K | 0.05% | +249+5.0% | Added |
| TCM Advisors, LLC | – | $831.5K | 0.86% | – | – |
| Rosenbaum Jay D. | 5,302 | $831.8K | 1.80% | −1,740−24.7% | Reduced |
| IHT Wealth Management, LLC | 5,357 | $840.4K | 0.05% | +395+8.0% | Added |
| Silvercrest Asset Management Group LLC | 5,362 | $841.2K | 0.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 5,403 | $847.5K | 0.06% | +12+0.2% | Added |
| MTM Investment Management, LLC | 5,448 | $854.7K | 0.44% | −80−1.4% | Reduced |
| SOL Capital Management CO | 5,450 | $855.0K | 0.15% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 5,458 | $856.2K | 0.02% | +1,187+27.8% | Added |
| Moody National Bank Trust Division | 5,459 | $857.0K | 0.07% | +1,143+26.5% | Added |
| Stokes Family Office, LLC | 5,470 | $858.1K | 0.11% | −660−10.8% | Reduced |
| Mengis Capital Management, Inc. | 5,495 | $862.0K | 0.19% | −8−0.1% | Reduced |
| Oak Asset Management, LLC | 5,517 | $865.5K | 0.39% | +650+13.4% | Added |
| Financial Network Wealth Management LLC | 5,525 | $866.8K | 0.47% | 00.0% | Unchanged |
| Qtron Investments LLC | 5,550 | $870.7K | 0.18% | −1,154−17.2% | Reduced |
| Chicago Capital, LLC | 5,553 | $871.1K | 0.05% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 5,573 | $874.2K | 0.04% | +745+15.4% | Added |
| Kovack Advisors, Inc. | 5,586 | $876.3K | 0.13% | −232−4.0% | Reduced |
| CWA Asset Management Group, LLC | 5,616 | $881.1K | 0.07% | +163+3.0% | Added |
| Welch & Forbes LLC | 5,642 | $885.1K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,675 | $890.3K | 0.09% | +20.0% | Added |
| Coastal Investment Advisors, Inc. | 5,710 | $895.7K | 0.22% | +834+17.1% | Added |
| Norris Perne & French LLP | 5,725 | $898.2K | 0.09% | +1,144+25.0% | Added |
| Caldwell Trust Co | 5,759 | $903.5K | 0.13% | −158−2.7% | Reduced |
| Wedbush Securities Inc | 5,775 | $906.0K | 0.05% | −87−1.5% | Reduced |
| Lido Advisors, LLC | 5,789 | $908.2K | 0.02% | +47+0.8% | Added |
| Capital Planning LLC | 5,800 | $909.9K | 0.40% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,803 | $910.0K | 0.03% | −11,450−66.4% | Reduced |
| Westover Capital Advisors, LLC | 5,843 | $916.6K | 0.36% | −172−2.9% | Reduced |
| Essex Financial Services, Inc. | 5,846 | $917.0K | 0.10% | +141+2.5% | Added |
| FDx Advisors, Inc. | 5,870 | $921.0K | 0.04% | +1,495+34.2% | Added |
| Financial Advisory Service, Inc. | 5,876 | $921.8K | 0.10% | −542−8.4% | Reduced |
| Arkadios Wealth Advisors | 5,880 | $922.5K | 0.12% | −153−2.5% | Reduced |
| Merit Financial Group, LLC | 5,903 | $926.1K | 0.03% | +55+0.9% | Added |
| Confluence Wealth Services, Inc. | 5,908 | $926.8K | 0.24% | +30+0.5% | Added |
| Welch Group, LLC | 5,925 | $929.5K | 0.05% | −112−1.9% | Reduced |
| Venture Visionary Partners LLC | 5,939 | $931.7K | 0.07% | +7+0.1% | Added |
| Cobblestone Capital Advisors LLC | 6,004 | $941.9K | 0.07% | 00.0% | Unchanged |
| First Pacific Financial | 6,039 | $947.4K | 0.47% | +131+2.2% | Added |
| Whittier Trust Co of Nevada Inc | 6,048 | $948.8K | 0.04% | +46+0.8% | Added |
| Detalus Advisors, LLC | 6,049 | $949.0K | 0.46% | +20.0% | Added |
| Birch Hill Investment Advisors LLC | 6,054 | $949.8K | 0.06% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,107 | $958.0K | 0.60% | +20.0% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 6,157 | $965.9K | 0.93% | +6,157 | New |
| Western Wealth Management, LLC | 6,168 | $967.7K | 0.10% | −7,172−53.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,235 | $978.2K | 0.18% | +444+7.7% | Added |
| MBM Wealth Consultants, LLC | 6,238 | $980.0K | 0.46% | +18+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 6,275 | $984.4K | 0.08% | +376+6.4% | Added |
| Pekin Hardy Strauss, Inc. | 6,298 | $988.0K | 0.16% | 00.0% | Unchanged |
| CTC Capital Management, LLC | 6,300 | $988.3K | 1.21% | +5,000+384.6% | Added |
| McDonald Partners LLC | 6,345 | $995.5K | 0.34% | −100−1.6% | Reduced |
| First National Advisers, LLC | 6,362 | $998.0K | 1.28% | +682+12.0% | Added |
| VeraBank, N.A. | 6,384 | $1.00M | 0.50% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 6,412 | $1.01M | 0.15% | 00.0% | Unchanged |
| Corundum Group, Inc. | 6,436 | $1.01M | 0.57% | +345+5.7% | Added |
| Boyar Asset Management Inc. | 6,441 | $1.01M | 0.82% | −90−1.4% | Reduced |
| Quaero Capital S.A. | 6,465 | $1.01M | 0.70% | −6,400−49.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,468 | $1.01M | 0.11% | +18+0.3% | Added |
| Robertson Stephens Wealth Management, LLC | 6,565 | $1.03M | 0.10% | −15−0.2% | Reduced |
| IVC Wealth Advisors LLC | 6,584 | $1.03M | 0.76% | +30.0% | Added |
| Mainstay Capital Management LLC | 6,601 | $1.04M | 0.23% | −385−5.5% | Reduced |
| L.M. Kohn & Company | 6,613 | $1.04M | 0.49% | −252−3.7% | Reduced |
| Titleist Asset Management, Ltd. | 6,631 | $1.04M | 0.24% | −195−2.9% | Reduced |
| Oppenheimer Asset Management Inc. | 6,651 | $1.04M | 0.02% | −957−12.6% | Reduced |
| Coldstream Capital Management Inc | 6,683 | $1.05M | 0.04% | +6,683 | New |
| New England Research & Management, Inc. | 6,725 | $1.05M | 0.61% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 6,833 | $1.07M | 0.12% | +1,758+34.6% | Added |
| FourThought Financial Partners, LLC | 6,839 | $1.07M | 0.16% | +6,839 | New |
| Evercore Wealth Management, LLC | 6,851 | $1.07M | 0.02% | +50+0.7% | Added |
| Level Four Advisory Services, LLC | 6,851 | $1.07M | 0.08% | +3,349+95.6% | Added |
| Wedgewood Investors Inc | 6,900 | $1.08M | 1.43% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 6,909 | $1.08M | 0.11% | +61+0.9% | Added |
| Checchi Capital Advisers, LLC | 6,921 | $1.09M | 0.11% | −28−0.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,936 | $1.09M | 0.02% | −346−4.8% | Reduced |
| Zions Bancorporation, N.A. | 6,942 | $1.09M | 0.09% | −9−0.1% | Reduced |
| Meeder Advisory Services, Inc. | 6,945 | $1.09M | 0.14% | +6,945 | New |
| Signaturefd, LLC | 6,958 | $1.09M | 0.03% | −329−4.5% | Reduced |
| Red Cedar Investment Management, LLC | 6,958 | $1.09M | 0.17% | +415+6.3% | Added |
| Stiles Financial Services Inc | 6,982 | $1.10M | 0.63% | +128+1.9% | Added |
| Heritage Wealth Advisors | 6,997 | $1.10M | 0.06% | −840−10.7% | Reduced |
| Chilton Investment Co LLC | 7,032 | $1.10M | 0.03% | +7,032 | New |
| Hennion & Walsh Asset Management, Inc. | 7,077 | $1.11M | 0.07% | +2,913+70.0% | Added |
| Lineweaver Wealth Advisors, LLC | 7,084 | $1.11M | 0.34% | +7,084 | New |
| Ignite Planners, LLC | 7,297 | $1.11M | 0.47% | +446+6.5% | Added |
| Palumbo Wealth Management LLC | 7,105 | $1.11M | 0.89% | +453+6.8% | Added |