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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 5,789 | $908.2K | 0.02% | +47+0.8% | Added |
| Wedbush Securities Inc | 5,775 | $906.0K | 0.05% | −87−1.5% | Reduced |
| Caldwell Trust Co | 5,759 | $903.5K | 0.13% | −158−2.7% | Reduced |
| Norris Perne & French LLP | 5,725 | $898.2K | 0.09% | +1,144+25.0% | Added |
| Coastal Investment Advisors, Inc. | 5,710 | $895.7K | 0.22% | +834+17.1% | Added |
| Rehmann Capital Advisory Group | 5,675 | $890.3K | 0.09% | +20.0% | Added |
| Welch & Forbes LLC | 5,642 | $885.1K | 0.02% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 5,616 | $881.1K | 0.07% | +163+3.0% | Added |
| Kovack Advisors, Inc. | 5,586 | $876.3K | 0.13% | −232−4.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 5,573 | $874.2K | 0.04% | +745+15.4% | Added |
| Chicago Capital, LLC | 5,553 | $871.1K | 0.05% | 00.0% | Unchanged |
| Qtron Investments LLC | 5,550 | $870.7K | 0.18% | −1,154−17.2% | Reduced |
| Financial Network Wealth Management LLC | 5,525 | $866.8K | 0.47% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 5,517 | $865.5K | 0.39% | +650+13.4% | Added |
| Mengis Capital Management, Inc. | 5,495 | $862.0K | 0.19% | −8−0.1% | Reduced |
| Stokes Family Office, LLC | 5,470 | $858.1K | 0.11% | −660−10.8% | Reduced |
| Moody National Bank Trust Division | 5,459 | $857.0K | 0.07% | +1,143+26.5% | Added |
| Wealthspire Advisors, LLC | 5,458 | $856.2K | 0.02% | +1,187+27.8% | Added |
| SOL Capital Management CO | 5,450 | $855.0K | 0.15% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 5,448 | $854.7K | 0.44% | −80−1.4% | Reduced |
| Gladstone Institutional Advisory LLC | 5,403 | $847.5K | 0.06% | +12+0.2% | Added |
| Silvercrest Asset Management Group LLC | 5,362 | $841.2K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,357 | $840.4K | 0.05% | +395+8.0% | Added |
| Rosenbaum Jay D. | 5,302 | $831.8K | 1.80% | −1,740−24.7% | Reduced |
| TCM Advisors, LLC | – | $831.5K | 0.86% | – | – |
| Symmetry Partners, LLC | 5,221 | $819.0K | 0.05% | +249+5.0% | Added |
| Scissortail Wealth Management, LLC | 5,312 | $818.0K | 0.47% | +5,312 | New |
| Boston Financial Mangement LLC | 5,204 | $816.4K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,198 | $815.0K | 0.21% | +1,437+38.2% | Added |
| Proequities, Inc. | 5,189 | $814.0K | 0.07% | +139+2.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 5,189 | $814.0K | 1.21% | −301−5.5% | Reduced |
| Strategic Blueprint, LLC | 5,160 | $809.6K | 0.09% | −475−8.4% | Reduced |
| Great Lakes Advisors, LLC | 5,159 | $809.3K | 0.05% | −563−9.8% | Reduced |
| High Net Worth Advisory Group LLC | 5,152 | $808.2K | 0.31% | +1,090+26.8% | Added |
| LMG Wealth Partners, LLC | 5,221 | $806.0K | 0.27% | +5,221 | New |
| One Capital Management, LLC | 5,116 | $802.6K | 0.04% | −13−0.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 5,107 | $801.0K | 0.08% | −3−0.1% | Reduced |
| Clear Creek Financial Management, LLC | 5,044 | $791.3K | 0.17% | +106+2.1% | Added |
| Sanders Morris Harris LLC | 5,042 | $791.0K | 0.30% | −1,000−16.6% | Reduced |
| Roble, Belko & Company, Inc | 5,030 | $789.0K | 0.17% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,016 | $788.0K | 0.16% | −32−0.6% | Reduced |
| Barbara Oil Co. | 5,000 | $784.4K | 0.37% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 4,988 | $782.5K | 0.11% | −165−3.2% | Reduced |
| Mainsail Financial Group, LLC | 5,057 | $781.8K | 0.80% | +5,057 | New |
| Castle Rock Wealth Management, LLC | 5,119 | $780.6K | 0.35% | +178+3.6% | Added |
| Donoghue Forlines LLC | 4,958 | $777.8K | 0.28% | +2,353+90.3% | Added |
| BOK Financial Private Wealth, Inc. | 4,910 | $770.3K | 0.06% | −2,000−28.9% | Reduced |
| Verition Fund Management LLC | 4,905 | $769.5K | 0.01% | −17,400−78.0% | Reduced |
| Toews Corp | 4,900 | $768.7K | 0.38% | −2,000−29.0% | Reduced |
| Jeppson Wealth Management, LLC | 4,872 | $764.3K | 0.32% | 00.0% | Unchanged |
| Highview Capital Management LLC | 4,855 | $761.7K | 0.46% | +2,792+135.3% | Added |
| RDA Financial Network | 4,843 | $759.8K | 0.38% | +121+2.6% | Added |
| Rational Advisors LLC | 4,835 | $758.5K | 0.06% | −1,510−23.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 4,791 | $752.0K | 0.56% | 00.0% | Unchanged |
| Algebris (UK) Ltd | 4,807 | $751.4K | 0.34% | +4,807 | New |
| Fisher Asset Management, LLC | 4,740 | $744.0K | 0.00% | −94−1.9% | Reduced |
| Graypoint LLC | 4,725 | $741.3K | 0.09% | +119+2.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 4,718 | $740.2K | 0.18% | +9+0.2% | Added |
| Shell Asset Management Co | 4,660 | $731.0K | 0.03% | +1,790+62.4% | Added |
| 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 |
| WealthTrust Axiom LLC | 4,657 | $730.7K | 0.25% | −10.0% | Reduced |
| First Horizon Advisors, Inc. | 4,642 | $728.2K | 0.03% | −534−10.3% | Reduced |
| Dempze Nancy E | 4,625 | $725.6K | 0.71% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,621 | $725.0K | 0.04% | −409−8.1% | Reduced |
| Trustcore Financial Services, LLC | 4,620 | $724.7K | 0.06% | −126−2.7% | Reduced |
| Unique Wealth, LLC | 4,617 | $724.3K | 0.39% | +4,617 | New |
| St. James Investment Advisors, LLC | 4,609 | $723.1K | 1.33% | +165+3.7% | Added |
| IMS Capital Management | 4,592 | $720.4K | 0.46% | +34+0.7% | Added |
| Clare Market Investments LLC | 4,574 | $717.6K | 0.34% | −430−8.6% | Reduced |
| J. W. Coons Advisors, LLC | 4,550 | $713.8K | 0.21% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 4,523 | $709.6K | 0.03% | +188+4.3% | Added |
| MidWestOne Financial Group, Inc. | 4,512 | $707.8K | 0.17% | +1,089+31.8% | Added |
| Bank Ozk | 4,495 | $705.2K | 0.35% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,474 | $702.0K | 0.04% | −50−1.1% | Reduced |
| Ameritas Investment Partners, Inc. | 4,564 | $697.0K | 0.03% | −85−1.8% | Reduced |
| Moneta Group Investment Advisors LLC | 4,505 | $697.0K | 0.02% | +173+4.0% | Added |
| Fca Corp | 4,432 | $695.3K | 0.28% | +118+2.7% | Added |
| Principal Street Partners, LLC | 4,420 | $693.4K | 0.17% | −199−4.3% | Reduced |
| GW Henssler & Associates Ltd | 4,415 | $692.6K | 0.05% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 4,405 | $691.1K | 0.04% | +313+7.6% | Added |
| Quadrant Capital Group LLC | 4,400 | $690.3K | 0.08% | −39−0.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,370 | $685.3K | 0.04% | −7,106−61.9% | Reduced |
| Hilltop Holdings Inc. | 4,368 | $685.2K | 0.09% | +113+2.7% | Added |
| RSM US Wealth Management LLC | 4,354 | $683.1K | 0.03% | +834+23.7% | Added |
| Montecito Bank & Trust | 4,355 | $683.0K | 0.17% | −146−3.2% | Reduced |
| Global Financial Private Client, LLC | 4,333 | $679.8K | 0.38% | +1,427+49.1% | Added |
| LMCG Investments, LLC | 4,330 | $679.3K | 0.05% | +4,330 | New |
| Avantax Planning Partners, Inc. | 4,329 | $679.1K | 0.03% | −105−2.4% | Reduced |
| Beta Wealth Group, Inc. | 4,326 | $678.7K | 0.46% | +110+2.6% | Added |
| Engineers Gate Manager LP | 4,326 | $678.7K | 0.04% | +4,326 | New |
| Wulff, Hansen & Co. | 4,318 | $677.4K | 0.82% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 4,307 | $676.0K | 0.02% | +38+0.9% | Added |
| Bayesian Capital Management, LP | 4,300 | $674.6K | 0.10% | +4,300 | New |
| Edge Capital Group, LLC | 4,299 | $674.4K | 0.05% | +803+23.0% | Added |
| RW Investment Management LLC | 4,290 | $673.0K | 0.26% | +4,290 | New |
| Independence Bank of Kentucky | 4,282 | $672.0K | 0.30% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4,263 | $669.0K | 0.10% | +719+20.3% | Added |
| MMBG Investment Advisors Co. | 4,260 | $668.0K | 0.09% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 4,256 | $667.7K | 0.31% | −93−2.1% | Reduced |