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 |
|---|---|---|---|---|---|
| Regent Investment Management LLC | 1,300 | $204.0K | 0.05% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,300 | $203.9K | 0.06% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 1,300 | $203.9K | 0.01% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,288 | $202.0K | 0.02% | +1,288 | New |
| TSFG, LLC | 1,278 | $201.0K | 0.08% | 00.0% | Unchanged |
| Capula Management Ltd | 1,280 | $200.8K | 0.02% | +1,280 | New |
| Alan B. Lancz & Associates, Inc. | 1,300 | $200.4K | 0.20% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,275 | $200.0K | 0.02% | −576−31.1% | Reduced |
| Capital Advisors, Ltd. LLC | 1,493 | $198.0K | 0.03% | +197+15.2% | Added |
| MV Capital Management, Inc. | 1,255 | $196.9K | 0.03% | +74+6.3% | Added |
| Ameliora Wealth Management Ltd. | 1,250 | $196.1K | 0.10% | +318+34.1% | Added |
| GHP Investment Advisors, Inc. | 1,241 | $194.7K | 0.01% | +266+27.3% | Added |
| Bray Capital Advisors | 1,225 | $192.2K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,208 | $189.5K | 0.06% | +47+4.0% | Added |
| Clean Yield Group | 1,208 | $189.5K | 0.08% | +416+52.5% | Added |
| Pflug Koory, LLC | 1,207 | $189.0K | 0.11% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,193 | $187.0K | 0.03% | +4+0.3% | Added |
| Byrne Asset Management LLC | 1,190 | $186.7K | 0.14% | −275−18.8% | Reduced |
| Crewe Advisors LLC | 1,183 | $185.6K | 0.03% | −97−7.6% | Reduced |
| Retirement Group, LLC | 1,182 | $185.0K | 0.09% | +1,182 | New |
| Harbor Investment Advisory, LLC | 1,155 | $181.2K | 0.03% | +208+22.0% | Added |
| Dark Forest Capital Management LP | 1,153 | $180.9K | 0.04% | +988+598.8% | Added |
| Carolinas Wealth Consulting LLC | 25,634 | $176.6K | 0.04% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,129 | $174.9K | 0.06% | −162−12.5% | Reduced |
| TFC Financial Management | 1,106 | $173.5K | 0.05% | +457+70.4% | Added |
| Washington Trust Advisors, Inc. | 1,098 | $172.3K | 0.02% | −7−0.6% | Reduced |
| Virtus Investment Advisers, Inc. | 1,097 | $172.1K | 0.11% | −817−42.7% | Reduced |
| Leelyn Smith, LLC | 2,173 | $170.8K | 0.05% | +1,087+100.1% | Added |
| Wolff Wiese Magana LLC | 1,087 | $170.5K | 0.15% | −72−6.2% | Reduced |
| Desjardins Global Asset Management Inc. | 1,074 | $168.0K | 0.03% | −1,325−55.2% | Reduced |
| West Paces Advisors Inc. | 1,054 | $165.4K | 0.05% | −153−12.7% | Reduced |
| 3Chopt Investment Partners, LLC | 1,033 | $162.1K | 0.09% | +1,033 | New |
| Phocas Financial Corp. | 1,025 | $160.8K | 0.02% | +1,025 | New |
| MinichMacGregor Wealth Management, LLC | 1,008 | $158.1K | 0.06% | +1,008 | New |
| Itau Unibanco Holding S.A. | 1,004 | $157.5K | 0.01% | +25+2.6% | Added |
| Alta Advisers Ltd | 1,000 | $157.0K | 0.09% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,000 | $157.0K | 0.05% | 00.0% | Unchanged |
| Central Bank & Trust Co | 996 | $156.2K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 979 | $154.0K | 0.03% | +979 | New |
| Assetmark, Inc | 961 | $150.8K | 0.00% | +323+50.6% | Added |
| Larson Financial Group LLC | 960 | $150.6K | 0.02% | +3+0.3% | Added |
| US Asset Management LLC | 957 | $150.0K | 0.16% | +957 | New |
| AllSquare Wealth Management LLC | 949 | $148.9K | 0.10% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 931 | $146.0K | 0.06% | +126+15.7% | Added |
| Plante Moran Financial Advisors, LLC | 923 | $144.8K | 0.02% | +185+25.1% | Added |
| Gables Capital Management Inc. | 919 | $144.2K | 0.10% | 00.0% | Unchanged |
| Arlington Partners LLC | 915 | $143.5K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 900 | $141.2K | 0.22% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 900 | $141.2K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 874 | $137.1K | 0.01% | −312−26.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 843 | $132.0K | 0.00% | −105−11.1% | Reduced |
| Essex Investment Management Co LLC | 827 | $130.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 811 | $127.2K | 0.07% | +151+22.9% | Added |
| Hills Bank & Trust Co | 800 | $126.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 778 | $122.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 777 | $122.0K | 0.01% | +298+62.2% | Added |
| Column Capital Advisors, LLC | 775 | $121.6K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 769 | $121.0K | 0.02% | −21−2.7% | Reduced |
| Castleview Partners, LLC | 768 | $120.5K | 0.12% | 00.0% | Unchanged |
| Quent Capital, LLC | 763 | $119.7K | 0.02% | +44+6.1% | Added |
| Tradewinds Capital Management, LLC | 747 | $117.2K | 0.05% | +46+6.6% | Added |
| Garde Capital, Inc. | 746 | $117.0K | 0.01% | +746 | New |
| Acropolis Investment Management, LLC | 723 | $113.4K | 0.01% | +9+1.3% | Added |
| Fortis Capital Advisors, LLC | 716 | $112.3K | 0.07% | +716 | New |
| Rise Advisors, LLC | 704 | $110.5K | 0.09% | +187+36.2% | Added |
| First Community Trust NA | 700 | $110.0K | 0.13% | 00.0% | Unchanged |
| NewSquare Capital LLC | 700 | $109.8K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 700 | $109.8K | 0.07% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 698 | $109.6K | 0.01% | +698 | New |
| Baystate Wealth Management LLC | 692 | $109.0K | 0.01% | +33+5.0% | Added |
| Financial Perspectives, Inc | 693 | $108.6K | 0.06% | +1+0.1% | Added |
| Newbridge Financial Services Group, Inc. | 683 | $107.1K | 0.06% | 00.0% | Unchanged |
| Riverview Trust Co | 675 | $106.0K | 0.10% | +415+159.6% | Added |
| Logan Capital Management Inc | 675 | $105.9K | 0.01% | +27+4.2% | Added |
| BerganKDV Wealth Management, LLC | 666 | $104.5K | 0.01% | +3+0.5% | Added |
| Stonebridge Capital Advisors LLC | 651 | $102.2K | 0.01% | +159+32.3% | Added |
| FinTrust Capital Advisors, LLC | 650 | $101.9K | 0.02% | +54+9.1% | Added |
| Sittner & Nelson, LLC | 649 | $101.8K | 0.06% | +1+0.2% | Added |
| Cyrus J. Lawrence, LLC | 645 | $101.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 639 | $100.2K | 0.02% | −137−17.7% | Reduced |
| Operose Advisors LLC | 635 | $99.6K | 0.05% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 634 | $99.5K | 0.01% | −1−0.2% | Reduced |
| Concord Wealth Partners | 634 | $99.4K | 0.03% | −716−53.0% | Reduced |
| DuPont Capital Management Corp | 633 | $99.3K | 0.00% | −61−8.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 633 | $99.3K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 610 | $95.7K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 599 | $94.0K | 0.03% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 589 | $92.4K | 0.01% | +589 | New |
| One Wealth Advisors, LLC | 570 | $89.4K | 0.02% | +570 | New |
| Schubert & Co | 559 | $87.7K | 0.08% | −272−32.7% | Reduced |
| Cutler Group LP | 542 | $85.0K | 0.01% | −1,089−66.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 539 | $84.6K | 0.03% | +500+1,282.1% | Added |
| Fiduciary Alliance LLC | 532 | $83.5K | 0.02% | +532 | New |
| Boyd Watterson Asset Management LLC | 524 | $82.2K | 0.03% | +524 | New |
| Red Cedar Capital, LLC | 525 | $82.0K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 509 | $80.0K | 0.07% | −55−9.8% | Reduced |
| Jones Financial Companies LLLP | 500 | $78.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 500 | $78.0K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 467 | $73.2K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 450 | $70.6K | 0.04% | 00.0% | Unchanged |