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 |
|---|---|---|---|---|---|
| NatWest Group plc | 3,233 | $507.2K | 0.29% | −6,705−67.5% | Reduced |
| Per Stirling Capital Management, LLC. | 3,231 | $506.9K | 0.09% | +3,231 | New |
| Ifrah Financial Services, Inc. | 3,230 | $506.8K | 0.17% | −78−2.4% | Reduced |
| Northwest Investment Counselors, LLC | 3,210 | $503.6K | 0.15% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 3,209 | $503.5K | 0.09% | +30+0.9% | Added |
| Stonnington Group, LLC | 3,250 | $503.5K | 0.14% | +50+1.6% | Added |
| Dividend Assets Capital, LLC | 3,208 | $503.0K | 0.11% | 00.0% | Unchanged |
| Burney Co | 3,205 | $502.8K | 0.03% | −600−15.8% | Reduced |
| Meyer Handelman Co | 3,200 | $502.0K | 0.02% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 3,190 | $500.4K | 0.14% | +3,190 | New |
| Eldridge Investment Advisors, Inc. | 3,170 | $497.0K | 0.17% | 00.0% | Unchanged |
| First Foundation Advisors | 3,158 | $495.4K | 0.02% | −60−1.9% | Reduced |
| Choate Investment Advisors | 3,152 | $494.5K | 0.03% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 3,151 | $494.4K | 0.15% | −408−11.5% | Reduced |
| MCF Advisors LLC | 3,148 | $493.8K | 0.05% | +13+0.4% | Added |
| Cozad Asset Management Inc | 3,140 | $492.6K | 0.07% | +1,042+49.7% | Added |
| WR Wealth Planners, LLC | 3,136 | $492.0K | 0.30% | +59+1.9% | Added |
| Oakworth Capital, Inc. | 3,128 | $490.7K | 0.05% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,100 | $486.3K | 0.37% | 00.0% | Unchanged |
| Boston Research & Management Inc | 3,090 | $484.0K | 0.15% | 00.0% | Unchanged |
| Morton Capital Management LLC | 3,064 | $480.7K | 0.19% | 00.0% | Unchanged |
| Bessemer Securities LLC | 3,061 | $480.0K | 0.22% | −550−15.2% | Reduced |
| Shoker Investment Counsel, Inc. | 3,058 | $479.9K | 0.22% | +3+0.1% | Added |
| SG Americas Securities, LLC | 3,045 | $478.0K | 0.01% | −8,613−73.9% | Reduced |
| NorthRock Partners, LLC | 3,039 | $476.7K | 0.05% | −95−3.0% | Reduced |
| Sawyer & Company, Inc | 3,025 | $475.0K | 0.23% | −15−0.5% | Reduced |
| Beaumont Financial Advisors, LLC | 3,023 | $474.2K | 0.05% | +3,023 | New |
| 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 |
| Rbo & Co LLC | 3,000 | $470.6K | 0.08% | 00.0% | Unchanged |
| Tobam | 2,984 | $468.0K | 0.03% | +437+17.2% | Added |
| Barber Financial Group, Inc. | 2,981 | $467.7K | 0.13% | +41+1.4% | Added |
| Old Second National Bank of Aurora | 2,978 | $467.2K | 0.14% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 2,974 | $466.6K | 0.44% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,966 | $465.2K | 0.02% | −804−21.3% | Reduced |
| Verdence Capital Advisors LLC | 2,957 | $463.9K | 0.06% | +659+28.7% | Added |
| Good Life Advisors, LLC | 2,954 | $463.5K | 0.06% | +100+3.5% | Added |
| Joel Isaacson & Co., LLC | 2,938 | $460.9K | 0.04% | +48+1.7% | Added |
| Mechanics Financial Corp | 2,930 | $460.0K | 0.27% | −20−0.7% | Reduced |
| Archford Capital Strategies, LLC | 2,930 | $459.6K | 0.11% | +3+0.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,924 | $458.7K | 0.16% | −130−4.3% | Reduced |
| AFS Financial Group, LLC | 2,920 | $458.1K | 0.33% | +2,920 | New |
| Univest Financial Corp | 2,918 | $457.8K | 0.14% | −431−12.9% | Reduced |
| Resources Investment Advisors, LLC. | 2,912 | $456.9K | 0.01% | +1,509+107.6% | Added |
| Piscataqua Savings Bank | 2,911 | $456.6K | 0.39% | −583−16.7% | Reduced |
| SlateStone Wealth, LLC | 2,908 | $456.3K | 0.11% | +792+37.4% | Added |
| Primoris Wealth Advisors, LLC | 2,908 | $456.2K | 0.70% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 2,904 | $455.5K | 0.25% | +2,904 | New |
| Maven Securities LTD | 2,903 | $455.4K | 0.09% | +1,339+85.6% | Added |
| Mount Yale Investment Advisors, LLC | 2,902 | $455.3K | 0.05% | −66−2.2% | Reduced |
| M Holdings Securities, Inc. | 2,896 | $454.0K | 0.05% | +56+2.0% | Added |
| CAPROCK Group, Inc. | 2,884 | $452.5K | 0.04% | +392+15.7% | Added |
| Legacy Wealth Asset Management, LLC | 2,879 | $451.7K | 0.17% | +43+1.5% | Added |
| Csenge Advisory Group | 2,877 | $451.3K | 0.03% | +253+9.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,871 | $450.0K | 0.31% | 00.0% | Unchanged |
| Conning Inc. | 2,863 | $449.1K | 0.01% | −332−10.4% | Reduced |
| Vigilare Wealth Management | 2,847 | $446.6K | 0.26% | −646−18.5% | Reduced |
| Redwood Investments, LLC | 2,814 | $441.5K | 0.06% | −52−1.8% | Reduced |
| Zullo Investment Group, Inc. | 2,800 | $439.3K | 0.27% | +11+0.4% | Added |
| Perigon Wealth Management, LLC | 2,780 | $436.1K | 0.03% | +284+11.4% | Added |
| Lester Murray Antman dba SimplyRich | 2,785 | $436.0K | 0.17% | +11+0.4% | Added |
| Walter & Keenan Financial Consulting Co | 2,776 | $435.5K | 0.17% | −50−1.8% | Reduced |
| Guardian Wealth Advisors, LLC | 2,760 | $433.0K | 0.08% | +10.0% | Added |
| Xcel Wealth Management, LLC | 2,755 | $432.2K | 0.17% | −600−17.9% | Reduced |
| Okabena Investment Services Inc | 2,742 | $430.2K | 0.31% | −2,158−44.0% | Reduced |
| DFPG Investments, LLC | 2,733 | $429.0K | 0.07% | +2,733 | New |
| Truvestments Capital LLC | 2,730 | $428.2K | 0.24% | −894−24.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 2,723 | $427.2K | 0.06% | −25−0.9% | Reduced |
| Boston Common Asset Management, LLC | 2,723 | $427.0K | 0.02% | −78−2.8% | Reduced |
| Contravisory Investment Management, Inc. | 2,713 | $425.6K | 0.12% | +385+16.5% | Added |
| V Wealth Advisors LLC | 2,712 | $425.5K | 0.09% | +400+17.3% | Added |
| Atwood & Palmer Inc | 2,707 | $424.7K | 0.04% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,706 | $424.6K | 0.03% | −1,417−34.4% | Reduced |
| Court Place Advisors, LLC | 2,703 | $424.0K | 0.15% | 00.0% | Unchanged |
| Apella Capital, LLC | 2,691 | $422.2K | 0.04% | +31+1.2% | Added |
| SevenOneSeven Capital Management | 2,688 | $421.7K | 0.91% | +93+3.6% | Added |
| Gs Investments, Inc. | 2,675 | $419.7K | 0.26% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 2,671 | $419.0K | 0.07% | +383+16.7% | Added |
| Perpetual Investment Management Ltd | 2,667 | $418.4K | 0.05% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 2,662 | $417.6K | 0.29% | −400−13.1% | Reduced |
| Van Cleef Asset Management,Inc | 2,659 | $417.2K | 0.07% | −39−1.4% | Reduced |
| KRS Capital Management, LLC | 2,653 | $416.2K | 0.57% | +4+0.2% | Added |
| Hohimer Wealth Management, LLC | 2,650 | $415.7K | 0.13% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,648 | $415.5K | 0.04% | +2,648 | New |
| Transcend Wealth Collective, LLC | 2,648 | $415.5K | 0.05% | +38+1.5% | Added |
| Cassaday & Co Wealth Management LLC | 2,648 | $415.4K | 0.02% | +2,648 | New |
| Pitcairn Co | 2,644 | $414.8K | 0.04% | +45+1.7% | Added |
| Adell Harriman & Carpenter Inc | 2,638 | $413.8K | 0.05% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 2,626 | $412.0K | 0.19% | +6+0.2% | Added |
| American Trust | 2,626 | $412.0K | 0.04% | +2,626 | New |
| Fort Point Capital Partners LLC | 2,625 | $411.8K | 0.07% | +20+0.8% | Added |
| Ti-Trust, Inc | 2,603 | $408.4K | 0.39% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,596 | $407.3K | 0.07% | −2−0.1% | Reduced |
| Davis R M Inc | 2,591 | $406.0K | 0.01% | +75+3.0% | Added |
| Peoples Financial Services Corp. | 2,584 | $405.4K | 0.19% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 2,577 | $404.0K | 0.13% | +315+13.9% | Added |
| Stockman Wealth Management, Inc. | 2,567 | $402.7K | 0.09% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 2,561 | $402.0K | 0.09% | −34,792−93.1% | Reduced |
| Values First Advisors, Inc. | 2,561 | $401.7K | 0.28% | −25−1.0% | Reduced |
| Autumn Glory Partners, LLC | 2,560 | $401.6K | 0.21% | +1,280+100.0% | Added |