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 |
|---|---|---|---|---|---|
| Headlands Technologies LLC | 435 | $68.0K | 0.05% | +435 | New |
| Park Place Capital Corp | 436 | $68.0K | 0.02% | +436 | New |
| Princeton Global Asset Management LLC | 420 | $66.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 421 | $66.0K | 0.00% | +320+316.8% | Added |
| West Branch Capital LLC | 410 | $64.3K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 410 | $64.0K | 0.03% | 00.0% | Unchanged |
| Accel Wealth Management | 408 | $63.9K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $62.8K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 390 | $61.2K | 0.02% | −300−43.5% | Reduced |
| Harvest Fund Management Co., Ltd | 391 | $61.0K | 0.02% | −1,105−73.9% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 389 | $61.0K | 0.05% | −10−2.5% | Reduced |
| Trust Co | 381 | $60.0K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 373 | $58.5K | 0.04% | +2+0.5% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 366 | $57.4K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 358 | $57.4K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 365 | $57.3K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 349 | $54.8K | 0.02% | −247−41.4% | Reduced |
| Financial Freedom, LLC | 337 | $52.9K | 0.04% | +337 | New |
| Montag A & Associates Inc | 334 | $52.4K | 0.00% | −85−20.3% | Reduced |
| Kepos Capital LP | 325 | $51.0K | 0.01% | +64+24.5% | Added |
| CNB Bank | 325 | $51.0K | 0.03% | +20+6.6% | Added |
| Ritter Daniher Financial Advisory LLC | 322 | $50.5K | 0.02% | +256+387.9% | Added |
| Altshuler Shaham Ltd | 312 | $48.9K | 0.00% | +11+3.7% | Added |
| Farther Finance Advisors, LLC | 305 | $47.8K | 0.02% | +305 | New |
| Coppell Advisory Solutions LLC | 303 | $47.5K | 0.02% | +303 | New |
| Coppell Advisory Solutions Corp. | 303 | $47.5K | 0.02% | +303 | New |
| HBC Financial Services, PLLC | 300 | $47.0K | 0.04% | +300 | New |
| WD Rutherford LLC | 293 | $46.0K | 0.04% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 290 | $45.0K | 0.02% | −10−3.3% | Reduced |
| Bollard Group LLC | 285 | $45.0K | 0.00% | +1+0.4% | Added |
| Johnson Midwest Financial, LLC | 284 | $45.0K | 0.16% | 00.0% | Unchanged |
| Studio Investment Management LLC | 285 | $44.7K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 281 | $44.0K | 0.01% | −99−26.1% | Reduced |
| TD Capital Management LLC | 280 | $43.9K | 0.01% | +75+36.6% | Added |
| Pacifica Partners Inc. | 275 | $43.9K | 0.03% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 275 | $43.1K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 269 | $42.2K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 269 | $42.2K | 0.02% | +269 | New |
| Seldon Capital LP | 262 | $41.1K | 0.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 267 | $41.0K | 0.00% | +1+0.4% | Added |
| HHM Wealth Advisors, LLC | 260 | $40.8K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 246 | $38.6K | 0.03% | +246 | New |
| Bogart Wealth, LLC | 240 | $37.7K | 0.00% | +10+4.3% | Added |
| Annapolis Financial Services, LLC | 232 | $36.4K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 220 | $35.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 219 | $34.4K | 0.01% | +59+36.9% | Added |
| State of Wyoming | 218 | $34.2K | 0.01% | +218 | New |
| RWM Asset Management, LLC | 209 | $32.8K | 0.01% | +65+45.1% | Added |
| SOA Wealth Advisors, LLC. | 206 | $32.3K | 0.01% | 00.0% | Unchanged |
| American National Bank | 207 | $32.0K | 0.01% | −48−18.8% | Reduced |
| KB Financial Partners, LLC | 202 | $32.0K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 200 | $31.4K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 200 | $31.4K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 200 | $31.4K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 200 | $31.4K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 198 | $31.0K | 0.02% | +198 | New |
| Twin Lakes Capital Management, LLC | 196 | $30.8K | 0.02% | +1+0.5% | Added |
| JFS Wealth Advisors, LLC | 189 | $29.6K | 0.00% | −540−74.1% | Reduced |
| Addison Advisors LLC | 183 | $28.7K | 0.02% | −61−25.0% | Reduced |
| Disciplined Investments, LLC | 182 | $28.6K | 0.01% | −165−47.6% | Reduced |
| Raffa Wealth Management, LLC | 172 | $27.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 162 | $25.0K | 0.03% | 00.0% | Unchanged |
| Sierra Capital LLC | 160 | $25.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 162 | $25.0K | 0.02% | +1+0.6% | Added |
| True Wealth Design, LLC | 150 | $23.5K | 0.01% | +150 | New |
| PrairieView Partners, LLC | 150 | $23.0K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 146 | $22.9K | 0.03% | +146 | New |
| Ellevest, Inc. | 143 | $22.4K | 0.00% | −3,209−95.7% | Reduced |
| Heritage Wealth Management, LLC | 136 | $21.3K | 0.00% | +86+172.0% | Added |
| My Personal CFO, LLC | 135 | $21.2K | 0.02% | +135 | New |
| Blue Bell Private Wealth Management, LLC | 134 | $21.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 130 | $20.0K | 0.00% | +5+4.0% | Added |
| Endurance Wealth Management, Inc. | 125 | $20.0K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 127 | $19.9K | 0.00% | −3,739−96.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 121 | $19.0K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 120 | $18.8K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 115 | $18.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 110 | $17.3K | 0.00% | −107−49.3% | Reduced |
| Aspire Private Capital, LLC | 104 | $16.3K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 102 | $16.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 102 | $16.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 100 | $15.7K | 0.00% | −201,316−100.0% | Reduced |
| Private Ocean, LLC | 100 | $15.7K | 0.00% | −26−20.6% | Reduced |
| Luken Investment Analytics, LLC | 100 | $15.7K | 0.01% | +100 | New |
| Cassady Schiller Wealth Management, LLC | 100 | $15.7K | 0.01% | +100 | New |
| Freedom Wealth Alliance, LLC | 100 | $15.7K | 0.02% | +100 | New |
| JJJ Advisors Inc. | 100 | $15.3K | 0.00% | −2−2.0% | Reduced |
| Cohen & Steers, Inc. | 97 | $15.0K | 0.00% | −215,223−100.0% | Reduced |
| Evermay Wealth Management LLC | 80 | $12.6K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 80 | $12.6K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 78 | $12.2K | 0.00% | +53+212.0% | Added |
| Kessler Investment Group, LLC | 74 | $12.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 76 | $11.9K | 0.00% | −12−13.6% | Reduced |
| Cornerstone Planning Group LLC | 73 | $11.0K | 0.00% | +73 | New |
| Capital Management Associates | 66 | $10.4K | 0.02% | 00.0% | Unchanged |
| EWG Elevate Inc. | 64 | $10.0K | 0.01% | +64 | New |
| Atlas Capital Advisors LLC | 60 | $9.41K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 53 | $8.31K | 0.01% | +53 | New |
| WFA Asset Management Corp | 53 | $8.31K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $8.00K | 0.00% | +50 | New |