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 |
|---|---|---|---|---|---|
| Cypress Asset Management Inc | 4,256 | $667.7K | 0.24% | 00.0% | Unchanged |
| Country Club Bank | 4,233 | $664.1K | 0.06% | +1,033+32.3% | Added |
| World Equity Group, Inc. | 4,223 | $662.5K | 0.16% | −531−11.2% | Reduced |
| Tributary Capital Management, LLC | 4,205 | $660.0K | 0.07% | −100−2.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,205 | $659.7K | 0.10% | −431−9.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,201 | $659.1K | 0.12% | +4,201 | New |
| Jennison Associates LLC | 4,188 | $657.0K | 0.00% | +4,188 | New |
| J.W. Cole Advisors, Inc. | 4,184 | $656.4K | 0.05% | −38−0.9% | Reduced |
| Community Bank, N.A. | 4,182 | $656.1K | 0.09% | +350+9.1% | Added |
| Cavalier Investments, LLC | 4,138 | $649.2K | 0.23% | −266−6.0% | Reduced |
| Boothbay Fund Management, LLC | 4,123 | $646.8K | 0.02% | +4,123 | New |
| 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 |
| Regatta Capital Group, LLC | 4,113 | $645.2K | 0.23% | +20.0% | Added |
| Teza Capital Management LLC | 4,109 | $644.6K | 0.12% | +4,109 | New |
| ISAM Funds (UK) Ltd | 4,096 | $642.6K | 1.93% | +4,096 | New |
| Axxcess Wealth Management, LLC | 4,083 | $640.5K | 0.05% | −384−8.6% | Reduced |
| Clearview Wealth Advisors LLC | 4,082 | $640.4K | 0.49% | −12−0.3% | Reduced |
| Gateway Wealth Partners, LLC | 4,081 | $640.2K | 0.11% | +4,081 | New |
| Financial Advocates Investment Management | 4,029 | $632.1K | 0.05% | −26−0.6% | Reduced |
| Aberdeen Wealth Management LLC | 4,025 | $631.4K | 0.48% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $631.1K | 0.58% | – | New |
| Fukoku Mutual Life Insurance Co | 4,015 | $629.9K | 0.05% | −1,125−21.9% | Reduced |
| Integrated Advisors Network LLC | 4,006 | $628.5K | 0.04% | +430+12.0% | Added |
| XML Financial, LLC | 3,999 | $627.3K | 0.08% | −74−1.8% | Reduced |
| Ballentine Partners, LLC | 3,985 | $625.2K | 0.02% | +421+11.8% | Added |
| Citadel Advisors LLC | 3,984 | $625.0K | 0.00% | −155,551−97.5% | Reduced |
| Wealthsource Partners, LLC | 3,969 | $622.7K | 0.04% | −396−9.1% | Reduced |
| Equitable Trust Co | 3,966 | $622.2K | 0.05% | 00.0% | Unchanged |
| Ethic Inc. | 3,962 | $621.5K | 0.03% | −3,719−48.4% | Reduced |
| SL Advisors, LLC | 3,957 | $620.8K | 1.37% | 00.0% | Unchanged |
| Chicago Trust Co NA | 3,957 | $620.0K | 0.15% | +85+2.2% | Added |
| Exchange Traded Concepts, LLC | 3,914 | $614.0K | 0.02% | −16,934−81.2% | Reduced |
| Park Avenue Securities LLC | 3,911 | $614.0K | 0.01% | −1,879−32.5% | Reduced |
| Notis-McConarty Edward | 3,900 | $611.8K | 0.25% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 3,900 | $611.8K | 0.42% | 00.0% | Unchanged |
| Fiera Capital Corp | 3,885 | $609.5K | 0.00% | +75+2.0% | Added |
| BKD Wealth Advisors, LLC | 3,882 | $609.0K | 0.02% | −42−1.1% | Reduced |
| Meridian Financial, LLC | 3,867 | $606.7K | 0.64% | 00.0% | Unchanged |
| HM Payson & Co | 3,861 | $605.7K | 0.02% | +1,382+55.7% | Added |
| Nikulski Financial, Inc. | 3,855 | $604.8K | 0.29% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 3,848 | $603.8K | 0.04% | −25−0.6% | Reduced |
| NewEdge Wealth, LLC | 3,843 | $602.9K | 0.03% | +189+5.2% | Added |
| Sentry Investment Management LLC | 3,838 | $602.0K | 0.27% | +1,194+45.2% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 3,828 | $600.5K | 0.98% | +1,255+48.8% | Added |
| Ipsen Advisor Group LLC | 3,825 | $600.0K | 0.69% | +3,825 | New |
| Madison Asset Management, LLC | 3,824 | $600.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,823 | $599.8K | 0.04% | +396+11.6% | Added |
| Cresset Asset Management, LLC | 6,481 | $595.8K | 0.01% | +1,060+19.6% | Added |
| Richwood Investment Advisors, LLC | 3,773 | $591.8K | 0.60% | +10.0% | Added |
| Mill Creek Capital Advisors, LLC | 3,771 | $591.6K | 0.02% | +3,771 | New |
| Mark Stevens | 3,767 | $591.0K | 0.08% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 3,761 | $590.0K | 0.07% | −89−2.3% | Reduced |
| Biltmore Family Office, LLC | 3,754 | $588.9K | 0.12% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 3,737 | $586.0K | 0.39% | 00.0% | Unchanged |
| Appleton Partners Inc | 3,727 | $585.0K | 0.06% | −105−2.7% | Reduced |
| Bryn Mawr Trust Co | 3,721 | $584.0K | 0.03% | −102−2.7% | Reduced |
| Orleans Capital Management Corp | 3,717 | $583.1K | 0.45% | −300−7.5% | Reduced |
| Symphony Financial, Ltd. Co. | 3,724 | $582.9K | 0.15% | −2,997−44.6% | Reduced |
| Steel Peak Wealth Management LLC | 3,697 | $580.0K | 0.04% | +326+9.7% | Added |
| Bluesphere Advisors, LLC | 3,696 | $579.8K | 0.51% | −111−2.9% | Reduced |
| Smith, Moore & Co. | 3,690 | $578.9K | 0.08% | −180−4.7% | Reduced |
| MONECO Advisors, LLC | 3,660 | $574.2K | 0.21% | +10.0% | Added |
| Clarius Group, LLC | 3,645 | $572.0K | 0.05% | −134−3.5% | Reduced |
| Kennedy Investment Group | 3,635 | $570.3K | 0.36% | +3,635 | New |
| 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 |
| First National Bank of Hutchinson | 3,598 | $564.5K | 0.48% | +22+0.6% | Added |
| Summit Financial Wealth Advisors, LLC | 3,590 | $563.2K | 0.14% | 00.0% | Unchanged |
| King Wealth | 3,588 | $563.0K | 0.13% | +10.0% | Added |
| RFG Advisory, LLC | 3,721 | $562.2K | 0.03% | +78+2.1% | Added |
| Ronald Blue Trust, Inc. | 3,492 | $559.0K | 0.01% | +917+35.6% | Added |
| KWB Wealth | 3,557 | $558.1K | 0.11% | +9+0.3% | Added |
| Kades & Cheifetz LLC | 3,527 | $553.3K | 0.46% | +3,527 | New |
| RMB Capital Management, LLC | 3,519 | $552.1K | 0.02% | +14+0.4% | Added |
| Successful Portfolios LLC | 3,515 | $551.0K | 0.36% | −3−0.1% | Reduced |
| Wolverine Asset Management LLC | 3,500 | $549.1K | 0.01% | +3,500 | New |
| McDaniel Terry & Co | 3,500 | $549.0K | 0.06% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,494 | $548.1K | 0.04% | +189+5.7% | Added |
| Wesbanco Bank Inc | 3,481 | $546.0K | 0.02% | +200+6.1% | Added |
| Hyman Charles D | 3,456 | $542.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,451 | $541.4K | 0.04% | +275+8.7% | Added |
| Gyroscope Capital Management Group, LLC | 3,412 | $535.3K | 0.16% | −109−3.1% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,405 | $534.2K | 0.10% | 00.0% | Unchanged |
| Mirova US LLC | 3,401 | $533.5K | 0.01% | +187+5.8% | Added |
| Geneva Partners, LLC | 3,395 | $532.6K | 0.50% | −155−4.4% | Reduced |
| Douglas Lane & Associates, LLC | 3,380 | $530.2K | 0.01% | +247+7.9% | Added |
| Advisors Capital Management, LLC | 3,352 | $526.0K | 0.01% | −83−2.4% | Reduced |
| Concentric Capital Strategies, LP | 3,340 | $524.0K | 0.26% | +3,340 | New |
| Hamilton Capital, LLC | 3,334 | $523.0K | 0.03% | +3,334 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,331 | $522.6K | 0.14% | +126+3.9% | Added |
| 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 |
| Thomasville National Bank | 3,297 | $517.0K | 0.06% | −36−1.1% | Reduced |
| Johnson Financial Group, Inc. | 3,289 | $516.0K | 0.04% | −41−1.2% | Reduced |
| Sonen Capital LLC | 3,268 | $512.7K | 0.84% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,258 | $511.2K | 0.05% | −369−10.2% | Reduced |
| Wedmont Private Capital | 3,202 | $510.7K | 0.08% | +154+5.1% | Added |
| 9258 Wealth Management, LLC | 3,253 | $510.3K | 0.11% | +80+2.5% | Added |
| Shepherd Financial Partners LLC | 3,249 | $509.7K | 0.09% | +10.0% | Added |