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; 2,380 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 | 2,380 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,324 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,206 | $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 |
|---|---|---|---|---|---|
| Fortune 45 LLC | 2,552 | $400.4K | 0.44% | −12−0.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,550 | $400.1K | 0.23% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 2,543 | $399.0K | 0.22% | −104−3.9% | Reduced |
| Berkshire Bank | 2,521 | $395.5K | 0.12% | +370+17.2% | Added |
| LS Investment Advisors, LLC | 2,512 | $394.1K | 0.08% | +2,512 | New |
| Parthenon LLC | 2,500 | $392.2K | 0.06% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 2,500 | $392.0K | 0.01% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 2,500 | $392.0K | 0.38% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,496 | $391.5K | 0.04% | −238−8.7% | Reduced |
| Clear Street Markets LLC | 2,490 | $391.0K | 0.08% | +425+20.6% | Added |
| CWM Advisors, LLC | 2,490 | $390.7K | 0.05% | +291+13.2% | Added |
| Truadvice, LLC | 2,515 | $388.2K | 0.20% | +2,515 | New |
| Hoylecohen, LLC | 2,465 | $386.7K | 0.04% | +107+4.5% | Added |
| Viawealth, LLC | 2,440 | $386.1K | 0.32% | +2,440 | New |
| Bill Few Associates, Inc. | 2,450 | $384.4K | 0.23% | 00.0% | Unchanged |
| Terry L. Blaker | 2,450 | $384.4K | 0.04% | −16−0.6% | Reduced |
| Insight Advisors, LLC | 2,442 | $383.2K | 0.13% | +200+8.9% | Added |
| Abbrea Capital, LLC | 2,438 | $382.5K | 0.07% | +180+8.0% | Added |
| Gryphon Financial Partners LLC | 2,436 | $382.1K | 0.09% | −194−7.4% | Reduced |
| Parsons Capital Management Inc | 2,430 | $381.2K | 0.03% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 2,429 | $381.0K | 0.09% | −227−8.5% | Reduced |
| First Nebraska Trust Co | 2,420 | $379.6K | 0.05% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 2,420 | $379.6K | 0.09% | +130+5.7% | Added |
| AdvisorNet Financial, Inc | 2,416 | $379.0K | 0.04% | −561−18.8% | Reduced |
| Zeke Capital Advisors, LLC | 2,415 | $378.9K | 0.02% | −10.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 2,409 | $377.9K | 0.13% | +4+0.2% | Added |
| Wealth Dimensions Group, Ltd. | 2,404 | $377.1K | 0.15% | 00.0% | Unchanged |
| Northeast Investment Management | 2,401 | $377.0K | 0.02% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 2,403 | $377.0K | 0.30% | +65+2.8% | Added |
| Bond & Devick Financial Network, Inc. | 2,400 | $376.5K | 0.27% | 00.0% | Unchanged |
| Nwam LLC | 2,398 | $376.3K | 0.03% | −574−19.3% | Reduced |
| Philadelphia Trust Co | 2,394 | $376.0K | 0.04% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 2,395 | $375.8K | 0.36% | −921−27.8% | Reduced |
| Simmons Bank | 2,395 | $375.7K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,394 | $375.6K | 0.07% | +21+0.9% | Added |
| NFP Retirement, Inc. | 2,386 | $374.4K | 0.08% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,383 | $373.8K | 0.02% | +296+14.2% | Added |
| Forza Wealth Management, LLC | 2,381 | $373.5K | 0.25% | +2,381 | New |
| Weinberger Asset Management, Inc | 2,365 | $371.0K | 0.23% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 2,359 | $370.1K | 0.16% | −155−6.2% | Reduced |
| Hudock, Inc. | 2,351 | $368.9K | 0.13% | +73+3.2% | Added |
| OneAscent Financial Services LLC | 2,344 | $368.0K | 0.16% | −785−25.1% | Reduced |
| Centaurus Financial, Inc. | 2,341 | $367.0K | 0.03% | −322−12.1% | Reduced |
| Ausdal Financial Partners, Inc. | 2,322 | $364.3K | 0.05% | −35−1.5% | Reduced |
| Shelton Capital Management | 2,319 | $363.8K | 0.04% | −207−8.2% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,318 | $363.6K | 0.26% | +2,318 | New |
| Buckingham Strategic Partners | 2,316 | $363.3K | 0.03% | −3,750−61.8% | Reduced |
| Zacks Investment Management | 2,311 | $362.6K | 0.01% | +32+1.4% | Added |
| Kathmere Capital Management, LLC | 2,309 | $362.2K | 0.06% | −1,545−40.1% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,286 | $358.6K | 0.13% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,281 | $357.8K | 0.01% | +2,281 | New |
| Synergy Financial Group, LTD | 2,280 | $357.7K | 0.71% | −724−24.1% | Reduced |
| Private Capital Management, LLC | 2,279 | $357.5K | 0.05% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 2,266 | $355.5K | 0.01% | +121+5.6% | Added |
| Traverso Chambers Private Wealth Management, LLC | 2,264 | $355.2K | 0.10% | +35+1.6% | Added |
| Callahan Advisors, LLC | 2,263 | $355.1K | 0.05% | −24−1.0% | Reduced |
| Oak Thistle LLC | 2,234 | $350.5K | 0.75% | +2,234 | New |
| Global Assets Advisory, LLC | 2,232 | $350.1K | 0.37% | +2,232 | New |
| Clarity Financial LLC | 2,231 | $350.0K | 0.07% | −15−0.7% | Reduced |
| Somerville Kurt F | 2,230 | $349.8K | 0.07% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 2,218 | $348.0K | 0.03% | −17,699−88.9% | Reduced |
| New Hampshire Trust | 2,212 | $347.0K | 0.09% | +2,212 | New |
| Alethea Capital Management, LLC | 2,200 | $345.1K | 0.33% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,193 | $344.0K | 0.01% | −37−1.7% | Reduced |
| First Manhattan Co | 2,189 | $343.4K | 0.00% | +54+2.5% | Added |
| Cornerstone Advisory, LLC | 2,189 | $343.3K | 0.07% | +404+22.6% | Added |
| Canandaigua National Corp | 2,186 | $343.0K | 0.06% | 00.0% | Unchanged |
| City State Bank | 2,186 | $343.0K | 0.21% | +190+9.5% | Added |
| MPS Loria Financial Planners, LLC | 2,179 | $341.9K | 0.15% | −49−2.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,175 | $341.2K | 0.04% | +50+2.4% | Added |
| Syntegra Private Wealth Group, LLC | 2,158 | $338.5K | 0.07% | +2,158 | New |
| Roman Butler Fullerton & Co | 2,180 | $336.6K | 0.17% | +84+4.0% | Added |
| Winton Group Ltd | 2,131 | $334.3K | 0.02% | −2,843−57.2% | Reduced |
| First Interstate Bank | 2,130 | $334.0K | 0.02% | −150−6.6% | Reduced |
| Mason Investment Advisory Services, Inc. | 2,128 | $333.8K | 0.03% | +9+0.4% | Added |
| Main Street Financial Solutions, LLC | 2,114 | $332.7K | 0.05% | +2,114 | New |
| Smithfield Trust Co | 2,109 | $331.0K | 0.02% | −9−0.4% | Reduced |
| Strategic Financial Services, Inc, | 2,107 | $330.5K | 0.03% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 2,105 | $330.2K | 0.04% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 2,105 | $330.2K | 0.24% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,103 | $329.9K | 0.04% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 2,100 | $329.4K | 0.14% | 00.0% | Unchanged |
| Resolute Partners Group | 2,097 | $329.0K | 0.04% | +9+0.4% | Added |
| Kistler-Tiffany Companies, LLC | 2,089 | $327.7K | 0.07% | +277+15.3% | Added |
| Sweet Financial Partners, LLC | 2,077 | $325.8K | 0.10% | +10.0% | Added |
| Compton Wealth Advisory Group, LLC | 2,076 | $325.7K | 0.13% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 2,066 | $324.0K | 0.11% | −10−0.5% | Reduced |
| Wealth Management Partners, LLC | 2,000 | $322.4K | 0.27% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 2,055 | $322.0K | 0.41% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 2,051 | $321.8K | 0.24% | −55−2.6% | Reduced |
| Aspiriant, LLC | 2,031 | $318.6K | 0.02% | +128+6.7% | Added |
| Mendel Money Management | 2,026 | $317.8K | 0.18% | −30−1.5% | Reduced |
| First National Corp | 2,019 | $316.7K | 0.08% | −6−0.3% | Reduced |
| Keel Point, LLC | 2,015 | $316.1K | 0.05% | +2,015 | New |
| First Command Bank | 2,005 | $315.0K | 0.04% | −31−1.5% | Reduced |
| First Command Financial Services, Inc. | 2,005 | $315.0K | 0.04% | −31−1.5% | Reduced |
| Rockland Trust Co | 2,005 | $315.0K | 0.02% | +64+3.3% | Added |
| WealthPlan Investment Management, LLC | 2,057 | $314.3K | 0.02% | +418+25.5% | Added |
| Ironsides Asset Advisors, LLC | 1,999 | $314.0K | 0.14% | −35−1.7% | Reduced |
| Johnson Bixby & Associates, LLC | 2,000 | $313.8K | 0.07% | 00.0% | Unchanged |