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 |
|---|---|---|---|---|---|
| YorkBridge Wealth Partners, LLC | 8,036 | $1.26M | 0.32% | +8+0.1% | Added |
| FRG Family Wealth Advisors LLC | 8,032 | $1.26M | 0.30% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 8,000 | $1.26M | 1.08% | −3,750−31.9% | Reduced |
| Panagora Asset Management Inc | 7,993 | $1.25M | 0.01% | −298−3.6% | Reduced |
| Resources Management Corp | 7,982 | $1.25M | 0.20% | +385+5.1% | Added |
| Independent Financial Group, LLC | 7,961 | $1.25M | 0.11% | −34−0.4% | Reduced |
| Lavaca Capital LLC | 7,900 | $1.24M | 0.49% | +2,293+40.9% | Added |
| Arete Wealth Advisors, LLC | 7,883 | $1.24M | 0.11% | −17−0.2% | Reduced |
| Arden Trust Co | 7,873 | $1.24M | 0.25% | −484−5.8% | Reduced |
| Seeyond | 7,774 | $1.22M | 0.12% | −5,827−42.8% | Reduced |
| Moloney Securities Asset Management, LLC | 7,752 | $1.22M | 0.27% | +120+1.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,712 | $1.21M | 0.62% | +7,712 | New |
| Chicago Partners Investment Group LLC | 7,979 | $1.21M | 0.07% | +316+4.1% | Added |
| Stony Point Wealth Management Inc. | 7,658 | $1.20M | 0.66% | −682−8.2% | Reduced |
| Garrett Investment Advisors LLC | 7,657 | $1.20M | 0.21% | +3,053+66.3% | Added |
| Fayez Sarofim & Co | 7,637 | $1.20M | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 7,635 | $1.20M | 0.12% | +5,599+275.0% | Added |
| Aries Wealth Management | 7,633 | $1.20M | 0.52% | +151+2.0% | Added |
| Bank of Nova Scotia Trust Co | 7,616 | $1.19M | 0.13% | −60−0.8% | Reduced |
| Thoroughbred Financial Services, LLC | 7,514 | $1.18M | 0.19% | +1,022+15.7% | Added |
| Sawtooth Solutions, LLC | 7,507 | $1.18M | 0.16% | +859+12.9% | Added |
| Mystic Asset Management, Inc. | 7,500 | $1.18M | 0.67% | −500−6.3% | Reduced |
| Townsend & Associates, Inc | 7,698 | $1.18M | 0.58% | +7,698 | New |
| AIA Group Ltd | 7,489 | $1.17M | 0.07% | +4,442+145.8% | Added |
| Private Trust Co NA | 7,477 | $1.17M | 0.17% | +124+1.7% | Added |
| West Family Investments, Inc. | 7,447 | $1.17M | 0.40% | +119+1.6% | Added |
| Pegasus Partners Ltd. | 7,423 | $1.16M | 0.19% | −230−3.0% | Reduced |
| Legacy Advisors, LLC | 7,409 | $1.16M | 0.21% | +1,887+34.2% | Added |
| Northwest Bancshares, Inc. | 7,397 | $1.16M | 0.23% | −11−0.1% | Reduced |
| Caliber Wealth Management, LLC | 7,383 | $1.16M | 0.89% | −4,139−35.9% | Reduced |
| Tower Research Capital LLC (TRC) | 7,378 | $1.16M | 0.05% | −31,298−80.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 7,577 | $1.16M | 0.71% | +53+0.7% | Added |
| Baker Ellis Asset Management LLC | 7,346 | $1.15M | 0.22% | −72−1.0% | Reduced |
| Canton Hathaway, LLC | 7,318 | $1.15M | 0.40% | −1,500−17.0% | Reduced |
| Luts & Greenleigh Group, Inc | 7,302 | $1.15M | 1.45% | +7,302 | New |
| Tempus Wealth Planning, LLC | 7,299 | $1.15M | 0.70% | −228−3.0% | Reduced |
| Busey Wealth Management | 7,293 | $1.14M | 0.05% | +38+0.5% | Added |
| TCWP LLC | 7,167 | $1.12M | 0.23% | −1,036−12.6% | Reduced |
| Capital Investment Advisory Services, LLC | 7,134 | $1.12M | 0.13% | +391+5.8% | Added |
| First Hawaiian Bank | 7,128 | $1.12M | 0.04% | +89+1.3% | Added |
| Bangor Savings Bank | 7,117 | $1.12M | 0.13% | −2,146−23.2% | Reduced |
| Palumbo Wealth Management LLC | 7,105 | $1.11M | 0.89% | +453+6.8% | Added |
| Ignite Planners, LLC | 7,297 | $1.11M | 0.47% | +446+6.5% | Added |
| Lineweaver Wealth Advisors, LLC | 7,084 | $1.11M | 0.34% | +7,084 | New |
| Hennion & Walsh Asset Management, Inc. | 7,077 | $1.11M | 0.07% | +2,913+70.0% | Added |
| Chilton Investment Co LLC | 7,032 | $1.10M | 0.03% | +7,032 | New |
| Heritage Wealth Advisors | 6,997 | $1.10M | 0.06% | −840−10.7% | Reduced |
| Stiles Financial Services Inc | 6,982 | $1.10M | 0.63% | +128+1.9% | Added |
| Red Cedar Investment Management, LLC | 6,958 | $1.09M | 0.17% | +415+6.3% | Added |
| Signaturefd, LLC | 6,958 | $1.09M | 0.03% | −329−4.5% | Reduced |
| Meeder Advisory Services, Inc. | 6,945 | $1.09M | 0.14% | +6,945 | New |
| Zions Bancorporation, N.A. | 6,942 | $1.09M | 0.09% | −9−0.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,936 | $1.09M | 0.02% | −346−4.8% | Reduced |
| Checchi Capital Advisers, LLC | 6,921 | $1.09M | 0.11% | −28−0.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,909 | $1.08M | 0.11% | +61+0.9% | Added |
| Wedgewood Investors Inc | 6,900 | $1.08M | 1.43% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 6,851 | $1.07M | 0.02% | +50+0.7% | Added |
| Level Four Advisory Services, LLC | 6,851 | $1.07M | 0.08% | +3,349+95.6% | Added |
| FourThought Financial Partners, LLC | 6,839 | $1.07M | 0.16% | +6,839 | New |
| Nations Financial Group Inc, | 6,833 | $1.07M | 0.12% | +1,758+34.6% | Added |
| New England Research & Management, Inc. | 6,725 | $1.05M | 0.61% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,683 | $1.05M | 0.04% | +6,683 | New |
| Oppenheimer Asset Management Inc. | 6,651 | $1.04M | 0.02% | −957−12.6% | Reduced |
| Titleist Asset Management, Ltd. | 6,631 | $1.04M | 0.24% | −195−2.9% | Reduced |
| L.M. Kohn & Company | 6,613 | $1.04M | 0.49% | −252−3.7% | Reduced |
| Mainstay Capital Management LLC | 6,601 | $1.04M | 0.23% | −385−5.5% | Reduced |
| IVC Wealth Advisors LLC | 6,584 | $1.03M | 0.76% | +30.0% | Added |
| Robertson Stephens Wealth Management, LLC | 6,565 | $1.03M | 0.10% | −15−0.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,468 | $1.01M | 0.11% | +18+0.3% | Added |
| Quaero Capital S.A. | 6,465 | $1.01M | 0.70% | −6,400−49.7% | Reduced |
| Boyar Asset Management Inc. | 6,441 | $1.01M | 0.82% | −90−1.4% | Reduced |
| Corundum Group, Inc. | 6,436 | $1.01M | 0.57% | +345+5.7% | Added |
| PKO Investment Management Joint-Stock Co | 6,412 | $1.01M | 0.15% | 00.0% | Unchanged |
| VeraBank, N.A. | 6,384 | $1.00M | 0.50% | 00.0% | Unchanged |
| First National Advisers, LLC | 6,362 | $998.0K | 1.28% | +682+12.0% | Added |
| McDonald Partners LLC | 6,345 | $995.5K | 0.34% | −100−1.6% | Reduced |
| CTC Capital Management, LLC | 6,300 | $988.3K | 1.21% | +5,000+384.6% | Added |
| Pekin Hardy Strauss, Inc. | 6,298 | $988.0K | 0.16% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 6,275 | $984.4K | 0.08% | +376+6.4% | Added |
| MBM Wealth Consultants, LLC | 6,238 | $980.0K | 0.46% | +18+0.3% | Added |
| Strategic Wealth Partners, Ltd. | 6,235 | $978.2K | 0.18% | +444+7.7% | Added |
| Western Wealth Management, LLC | 6,168 | $967.7K | 0.10% | −7,172−53.8% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 6,157 | $965.9K | 0.93% | +6,157 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,107 | $958.0K | 0.60% | +20.0% | Added |
| Birch Hill Investment Advisors LLC | 6,054 | $949.8K | 0.06% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 6,049 | $949.0K | 0.46% | +20.0% | Added |
| Whittier Trust Co of Nevada Inc | 6,048 | $948.8K | 0.04% | +46+0.8% | Added |
| First Pacific Financial | 6,039 | $947.4K | 0.47% | +131+2.2% | Added |
| Cobblestone Capital Advisors LLC | 6,004 | $941.9K | 0.07% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 5,939 | $931.7K | 0.07% | +7+0.1% | Added |
| Welch Group, LLC | 5,925 | $929.5K | 0.05% | −112−1.9% | Reduced |
| Confluence Wealth Services, Inc. | 5,908 | $926.8K | 0.24% | +30+0.5% | Added |
| Merit Financial Group, LLC | 5,903 | $926.1K | 0.03% | +55+0.9% | Added |
| Arkadios Wealth Advisors | 5,880 | $922.5K | 0.12% | −153−2.5% | Reduced |
| Financial Advisory Service, Inc. | 5,876 | $921.8K | 0.10% | −542−8.4% | Reduced |
| FDx Advisors, Inc. | 5,870 | $921.0K | 0.04% | +1,495+34.2% | Added |
| Essex Financial Services, Inc. | 5,846 | $917.0K | 0.10% | +141+2.5% | Added |
| Westover Capital Advisors, LLC | 5,843 | $916.6K | 0.36% | −172−2.9% | Reduced |
| Horizon Investments, LLC | 5,803 | $910.0K | 0.03% | −11,450−66.4% | Reduced |
| Capital Planning LLC | 5,800 | $909.9K | 0.40% | 00.0% | Unchanged |