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 |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 1,998 | $313.4K | 0.12% | −14−0.7% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,991 | $312.3K | 0.09% | +19+1.0% | Added |
| WealthPLAN Partners, LLC | 2,057 | $311.4K | 0.02% | +2,057 | New |
| Insigneo Advisory Services, LLC | 1,973 | $310.0K | 0.12% | +1,973 | New |
| Intrua Financial, LLC | 2,051 | $308.6K | 0.07% | +4+0.2% | Added |
| S.E.E.D. Planning Group LLC | 1,966 | $308.4K | 0.13% | +172+9.6% | Added |
| Old West Investment Management, LLC | 1,952 | $306.2K | 0.19% | 00.0% | Unchanged |
| Ledyard National Bank | 1,946 | $305.3K | 0.04% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,945 | $305.0K | 0.04% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 1,937 | $303.9K | 0.37% | +1,937 | New |
| Journey Strategic Wealth LLC | 1,937 | $303.8K | 0.04% | −212−9.9% | Reduced |
| StoneX Group Inc. | 1,936 | $303.7K | 0.04% | −47−2.4% | Reduced |
| CVA Family Office, LLC | 1,934 | $303.4K | 0.07% | +44+2.3% | Added |
| BCJ Capital Management, LLC | 1,924 | $301.8K | 0.03% | +376+24.3% | Added |
| Patron Partners Advisors, LLC | 1,922 | $301.5K | 0.23% | +1+0.1% | Added |
| SkyOak Wealth, LLC | 1,918 | $300.9K | 0.10% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 1,904 | $298.7K | 0.04% | −25−1.3% | Reduced |
| Tennessee Valley Asset Management Partners | 1,901 | $298.3K | 0.10% | +7+0.4% | Added |
| Old North State Trust, LLC | 1,899 | $298.0K | 0.20% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 1,899 | $298.0K | 0.12% | +4+0.2% | Added |
| Estabrook Capital Management | 1,898 | $297.8K | 0.05% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 1,909 | $295.8K | 0.34% | −69−3.5% | Reduced |
| Baker Boyer National Bank | 1,885 | $295.7K | 0.12% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 1,878 | $295.0K | 0.03% | +43+2.3% | Added |
| Insight Folios Inc | 1,876 | $294.4K | 0.13% | −44−2.3% | Reduced |
| Geneos Wealth Management Inc. | 1,876 | $294.2K | 0.02% | +68+3.8% | Added |
| Bank of Stockton | 1,871 | $294.0K | 0.10% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 1,871 | $293.5K | 0.01% | −275−12.8% | Reduced |
| Jump Financial, LLC | 1,864 | $292.4K | 0.02% | −35,174−95.0% | Reduced |
| First United Bank Trust | 1,860 | $291.8K | 0.14% | 00.0% | Unchanged |
| Heritage Trust Co | 1,857 | $291.3K | 0.05% | +50+2.8% | Added |
| Equitable Holdings, Inc. | 1,853 | $290.7K | 0.01% | +1,853 | New |
| Voya Financial Advisors, Inc. | 1,828 | $290.4K | 0.04% | +250+15.8% | Added |
| Bridges Investment Management Inc | 1,849 | $290.1K | 0.01% | −50−2.6% | Reduced |
| Heritage Investors Management Corp | 1,850 | $290.0K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 1,847 | $289.7K | 0.07% | +1+0.1% | Added |
| SFMG, LLC | 1,845 | $289.4K | 0.03% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,843 | $289.0K | 0.05% | +500+37.2% | Added |
| Sather Financial Group Inc | 1,841 | $288.8K | 0.02% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 1,833 | $287.6K | 0.11% | +16+0.9% | Added |
| NBT Bank N A | 1,820 | $285.5K | 0.04% | +200+12.3% | Added |
| Evergreen Capital Management LLC | 1,806 | $283.3K | 0.01% | −46−2.5% | Reduced |
| Diligent Investors, LLC | 1,805 | $283.2K | 0.09% | +4+0.2% | Added |
| Claro Advisors LLC | 1,803 | $282.9K | 0.09% | +153+9.3% | Added |
| Cassia Capital Partners, LLC | 1,801 | $282.5K | 0.23% | −514−22.2% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,800 | $282.4K | 0.26% | +200+12.5% | Added |
| Magnus Financial Group LLC | 1,794 | $281.5K | 0.05% | −25−1.4% | Reduced |
| Sculati Wealth Management, LLC | 1,791 | $281.0K | 0.16% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,790 | $280.8K | 0.21% | −160−8.2% | Reduced |
| Ballast Advisors LLC | 1,785 | $280.0K | 0.12% | −27−1.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,775 | $278.5K | 0.05% | +75+4.4% | Added |
| Colonial River Wealth Management, LLC | 1,771 | $277.8K | 0.18% | +229+14.9% | Added |
| Lowe Brockenbrough & Co Inc | 1,768 | $277.4K | 0.02% | +1,768 | New |
| Parkside Financial Bank & Trust | 1,766 | $277.1K | 0.08% | +75+4.4% | Added |
| Advisory Resource Group | 1,764 | $276.7K | 0.08% | +2+0.1% | Added |
| Wolverine Trading, LLC | 1,757 | $276.0K | 0.00% | +1,757 | New |
| Boston Trust Walden Corp | 1,759 | $276.0K | 0.00% | 00.0% | Unchanged |
| Auxier Asset Management | 1,757 | $275.6K | 0.05% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,750 | $274.5K | 0.26% | +250+16.7% | Added |
| O'Rourke & Company, Inc | 1,745 | $274.0K | 0.22% | +164+10.4% | Added |
| Goelzer Investment Management, Inc. | 1,744 | $273.6K | 0.02% | −745−29.9% | Reduced |
| First Western Trust Bank | 1,743 | $273.4K | 0.02% | −4−0.2% | Reduced |
| Prestige Wealth Management Group LLC | 1,742 | $273.3K | 0.07% | +51+3.0% | Added |
| Bridgeworth, LLC | 1,737 | $272.4K | 0.04% | −100−5.4% | Reduced |
| Peachtree Investment Partners, LLC | 1,730 | $271.4K | 0.17% | +15+0.9% | Added |
| Forest Hill Capital, LLC | 1,730 | $271.4K | 0.11% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 1,720 | $269.8K | 0.02% | −146−7.8% | Reduced |
| Bickling Financial Services, Inc. | 1,719 | $269.6K | 0.17% | +6+0.4% | Added |
| Heartland Bank & Trust Co | 1,716 | $269.2K | 0.20% | +1,716 | New |
| Drake & Associates, LLC | 1,715 | $269.1K | 0.14% | +44+2.6% | Added |
| Madden Securities Corp | 1,714 | $268.9K | 0.14% | −200−10.4% | Reduced |
| Bragg Financial Advisors, Inc | 1,714 | $268.9K | 0.02% | −6−0.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 1,713 | $268.9K | 0.03% | +1,713 | New |
| GeoWealth Management, LLC | 1,708 | $268.0K | 0.03% | −33−1.9% | Reduced |
| Selective Wealth Management, Inc. | 1,759 | $267.5K | 0.14% | −200−10.2% | Reduced |
| Wimmer Associates 1, LLC | 1,700 | $266.7K | 0.18% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 1,693 | $265.6K | 0.04% | −241−12.5% | Reduced |
| Vaughan David Investments LLC | 1,692 | $265.0K | 0.01% | −11−0.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,679 | $263.4K | 0.01% | −113−6.3% | Reduced |
| Wealth Alliance | 1,675 | $262.8K | 0.05% | +14+0.8% | Added |
| Pensionmark Financial Group, LLC | 1,674 | $262.6K | 0.06% | −492−22.7% | Reduced |
| Cook Wealth Management Group LLC | 1,664 | $261.0K | 0.25% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,660 | $260.4K | 0.04% | −57−3.3% | Reduced |
| Holderness Investments Co | 1,660 | $260.4K | 0.11% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 1,660 | $260.4K | 0.17% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,649 | $258.8K | 0.07% | +1+0.1% | Added |
| Abner Herrman & Brock LLC | 1,643 | $258.0K | 0.04% | 00.0% | Unchanged |
| Change Path, LLC | 1,642 | $258.0K | 0.01% | +38+2.4% | Added |
| Harbour Investments, Inc. | 1,639 | $257.2K | 0.02% | −127−7.2% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,636 | $257.0K | 0.04% | +3+0.2% | Added |
| Northstar Asset Management LLC | 1,630 | $255.7K | 0.08% | −300−15.5% | Reduced |
| Red Wave Investments LLC | 1,626 | $255.1K | 0.11% | −758−31.8% | Reduced |
| Planning Center, Inc. | 1,625 | $254.9K | 0.08% | +1,625 | New |
| Childress Capital Advisors, LLC | 1,619 | $254.0K | 0.08% | +93+6.1% | Added |
| Cary Street Partners Asset Management LLC | 1,615 | $253.4K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,613 | $253.1K | 0.04% | +102+6.8% | Added |
| Woodstock Corp | 1,608 | $252.3K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,607 | $252.0K | 0.10% | −30−1.8% | Reduced |
| Mondrian Investment Partners LTD | 1,600 | $251.0K | 0.01% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 1,585 | $248.7K | 0.07% | +1,585 | New |