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 |
|---|---|---|---|---|---|
| Latitude Advisors, LLC | 1,582 | $248.2K | 0.19% | +15+1.0% | Added |
| Industrial Alliance Investment Management Inc. | 1,571 | $246.0K | 0.01% | +1,571 | New |
| Lindbrook Capital, LLC | 1,565 | $245.5K | 0.03% | −346−18.1% | Reduced |
| Wealth Management Associates, Inc. | 1,565 | $245.5K | 0.16% | +165+11.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 1,558 | $244.5K | 0.01% | +10+0.6% | Added |
| Wilkinson Global Asset Management LLC | 1,550 | $243.2K | 0.02% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,545 | $242.3K | 0.06% | −17−1.1% | Reduced |
| Private Asset Management Inc | 1,538 | $241.0K | 0.04% | −600−28.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,525 | $239.2K | 0.18% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 1,523 | $238.9K | 0.08% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 1,548 | $238.6K | 0.23% | +148+10.6% | Added |
| Gleason Group, Inc. | 1,521 | $238.6K | 0.07% | +7+0.5% | Added |
| Utah Peaks Capital Inc | 1,518 | $238.1K | 0.46% | +1,518 | New |
| Fairhaven Wealth Management, LLC | 1,516 | $237.8K | 0.10% | −778−33.9% | Reduced |
| BDO Wealth Advisors, LLC | 1,516 | $237.8K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,513 | $237.4K | 0.00% | −136−8.2% | Reduced |
| Quaker Wealth Management, LLC | 1,508 | $237.0K | 0.12% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,508 | $236.6K | 0.00% | +62+4.3% | Added |
| Berger Financial Group, Inc | 1,505 | $236.1K | 0.03% | −28−1.8% | Reduced |
| LWM Advisory Services, LLC | 1,500 | $235.3K | 0.26% | −466−23.7% | Reduced |
| Headinvest, LLC | 1,500 | $235.3K | 0.05% | 00.0% | Unchanged |
| HC Advisors, LLC | 1,500 | $235.3K | 0.16% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,495 | $235.0K | 0.03% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 1,485 | $235.0K | 0.04% | 00.0% | Unchanged |
| Page Arthur B | 1,490 | $233.8K | 0.23% | +190+14.6% | Added |
| Crestwood Advisors Group LLC | 1,490 | $233.8K | 0.01% | +1,490 | New |
| Total Clarity Wealth Management, Inc. | 1,486 | $233.1K | 0.12% | −101−6.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,488 | $233.0K | 0.20% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,481 | $232.3K | 0.16% | −2,400−61.8% | Reduced |
| ETF Store, Inc. | 1,503 | $231.5K | 0.18% | +1,503 | New |
| Cedar Brook Financial Partners, LLC | 1,475 | $231.5K | 0.07% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,475 | $231.4K | 0.07% | −21−1.4% | Reduced |
| Grandfield & Dodd, LLC | 1,475 | $231.4K | 0.02% | +75+5.4% | Added |
| Adviser Investments LLC | 1,470 | $230.8K | 0.01% | −83−5.3% | Reduced |
| Merriman Wealth Management, LLC | 1,467 | $230.1K | 0.01% | +1,467 | New |
| Wealth Architects, LLC | 1,461 | $229.2K | 0.04% | −28−1.9% | Reduced |
| Revolve Wealth Partners, LLC | 1,459 | $228.9K | 0.07% | +61+4.4% | Added |
| Cannell Peter B & Co Inc | 1,450 | $227.5K | 0.01% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 1,440 | $225.9K | 0.67% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,440 | $225.9K | 0.18% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,437 | $225.5K | 0.03% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,436 | $225.4K | 0.01% | +156+12.2% | Added |
| Sigma Investment Counselors Inc | 1,431 | $224.6K | 0.02% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 1,430 | $224.3K | 0.02% | 00.0% | Unchanged |
| Day & Ennis, LLC | 1,429 | $224.1K | 0.09% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 1,427 | $223.9K | 0.13% | −249−14.9% | Reduced |
| Deseret Mutual Benefit Administrators | 1,426 | $223.7K | 0.09% | −1,213−46.0% | Reduced |
| Charter Research & Investment Group, Inc. | 1,425 | $223.6K | 0.21% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,425 | $223.6K | 0.10% | 00.0% | Unchanged |
| Essex Private Wealth Management, LLC | 1,425 | $223.6K | 0.84% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,408 | $220.9K | 0.05% | +107+8.2% | Added |
| InTrack Investment Management Inc | 1,405 | $220.4K | 0.22% | +1,405 | New |
| Diamant Asset Management, Inc. | 1,402 | $219.9K | 0.20% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,398 | $219.4K | 0.08% | −500−26.3% | Reduced |
| M&R Capital Management Inc | 1,397 | $219.2K | 0.06% | +481+52.5% | Added |
| Brooks, Moore & Associates, Inc. | 1,388 | $218.0K | 0.16% | +69+5.2% | Added |
| Navalign, LLC | 1,386 | $217.4K | 0.09% | −98−6.6% | Reduced |
| One River Asset Management, LLC | 1,370 | $217.4K | 0.15% | +1,370 | New |
| Legacy Financial Advisors, Inc. | 1,385 | $217.3K | 0.05% | −197−12.5% | Reduced |
| Versant Capital Management, Inc | 1,384 | $217.1K | 0.08% | −5−0.4% | Reduced |
| Hilton Capital Management, LLC | 1,353 | $217.0K | 0.03% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,416 | $216.3K | 0.38% | +1,416 | New |
| Inspirion Wealth Advisors, LLC | 1,376 | $215.9K | 0.05% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 1,375 | $215.7K | 0.05% | +1,375 | New |
| Greatmark Investment Partners, Inc. | 1,375 | $215.7K | 0.04% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,371 | $215.1K | 0.11% | +1,371 | New |
| Daymark Wealth Partners, LLC | 1,371 | $215.1K | 0.04% | +1,371 | New |
| Compass Financial Advisors LLC | 1,368 | $214.6K | 0.29% | +2+0.1% | Added |
| Alpha Cubed Investments, LLC | 1,367 | $214.4K | 0.02% | +120+9.6% | Added |
| SNS Financial Group, LLC | 1,366 | $214.3K | 0.03% | +12+0.9% | Added |
| Greenwood Gearhart Inc | 1,365 | $214.1K | 0.03% | −43−3.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 1,364 | $214.0K | 0.03% | +1,364 | New |
| Highlander Capital Management, LLC | 1,362 | $214.0K | 0.11% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,363 | $213.8K | 0.09% | +16+1.2% | Added |
| Keystone Wealth Services, LLC | 1,360 | $213.3K | 0.09% | +2+0.1% | Added |
| Ade, LLC | 1,358 | $213.0K | 0.16% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,357 | $213.0K | 0.15% | +1+0.1% | Added |
| Blackston Financial Advisory Group, LLC | 1,358 | $213.0K | 0.15% | +71+5.5% | Added |
| Summit Asset Management, LLC | 1,352 | $212.1K | 0.06% | 00.0% | Unchanged |
| Everett Harris & Co | 1,352 | $212.0K | 0.00% | +1,352 | New |
| NinePointTwo Capital | 1,353 | $212.0K | 0.09% | +1,353 | New |
| Centurion Wealth Management LLC | 1,348 | $211.5K | 0.12% | +1,348 | New |
| Executive Wealth Management, LLC | 1,347 | $211.5K | 0.03% | +1,126+509.5% | Added |
| Glassman Wealth Services | 1,347 | $211.3K | 0.04% | +15+1.1% | Added |
| Financial Futures Ltd Liability Co. | 1,345 | $211.0K | 0.19% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,344 | $210.8K | 0.01% | +1,344 | New |
| Summit Financial, LLC | 1,337 | $209.8K | 0.02% | −112−7.7% | Reduced |
| Capital Planning Advisors, LLC | 1,333 | $209.1K | 0.05% | −58−4.2% | Reduced |
| Manchester Capital Management LLC | 1,330 | $208.7K | 0.03% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,329 | $208.5K | 0.08% | +35+2.7% | Added |
| Wayfinding Financial, LLC | 1,423 | $208.0K | 0.17% | +170+13.6% | Added |
| Core Wealth Partners LLC | 6,222 | $208.0K | 0.26% | +6,222 | New |
| Summit Trail Advisors, LLC | 1,324 | $207.7K | 0.01% | +1,324 | New |
| Blueshift Asset Management, LLC | 1,320 | $207.1K | 0.10% | −10,696−89.0% | Reduced |
| Enterprise Financial Services Corp | 1,313 | $206.0K | 0.14% | +32+2.5% | Added |
| Personal Cfo Solutions, LLC | 1,312 | $205.8K | 0.04% | −1,076−45.1% | Reduced |
| Resurgent Financial Advisors LLC | 1,308 | $205.2K | 0.11% | −45−3.3% | Reduced |
| Corrigan Financial, Inc. | 1,308 | $205.2K | 0.08% | +1+0.1% | Added |
| Frisch Financial Group, Inc. | 1,307 | $205.0K | 0.08% | +6+0.5% | Added |
| West Michigan Advisors, LLC | 1,304 | $204.6K | 0.15% | −3−0.2% | Reduced |