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 2025
Institutional positions in Waste Management Inc as of Dec 31, 2025. 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
- 2,324
- +184 vs. Q3 2025
- Shares held
- 328.3M
- +7.92M (+2.5%) vs. Q3 2025
- Total value
- $72.1B
- +$1.41B (+2.0%) vs. Q3 2025
- New holders
- 299
- 897 more added
- Sold out
- 115
- 789 more reduced
40 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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 2025
Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| J. Team Financial, Inc. | 6,436 | $1.41M | 1.41% | +504+8.5% | Added |
| PKO Investment Management Joint-Stock Co | 6,412 | $1.41M | 0.11% | 00.0% | Unchanged |
| Diversified Trust Co | 6,404 | $1.41M | 0.03% | +175+2.8% | Added |
| Cullen/Frost Bankers, Inc. | 6,348 | $1.39M | 0.02% | +46+0.7% | Added |
| Ameritas Advisory Services, LLC | 6,301 | $1.38M | 0.05% | −3,981−38.7% | Reduced |
| VeraBank, N.A. | 6,298 | $1.38M | 0.25% | −157−2.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,290 | $1.38M | 0.05% | −44−0.7% | Reduced |
| Advisor OS, LLC | 6,289 | $1.38M | 0.11% | +372+6.3% | Added |
| Frank, Rimerman Advisors LLC | 6,282 | $1.38M | 0.09% | +3,677+141.2% | Added |
| McDaniel Terry & Co | 6,275 | $1.38M | 0.12% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 6,273 | $1.38M | 0.01% | −187−2.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 6,271 | $1.38M | 0.03% | −962−13.3% | Reduced |
| Venture Visionary Partners LLC | 6,166 | $1.38M | 0.04% | +140+2.3% | Added |
| Focus Financial Network, Inc. | 6,259 | $1.38M | 0.05% | −1,544−19.8% | Reduced |
| Counterweight Ventures, LLC | 6,218 | $1.37M | 0.77% | −19−0.3% | Reduced |
| Stiles Financial Services Inc | 6,210 | $1.36M | 0.42% | −97−1.5% | Reduced |
| Directional Asset Management | 6,192 | $1.36M | 1.19% | +6,192 | New |
| Thoroughbred Financial Services, LLC | 6,180 | $1.36M | 0.08% | −205−3.2% | Reduced |
| American National Bank | 6,166 | $1.35M | 0.13% | +1,226+24.8% | Added |
| Birch Hill Investment Advisors LLC | 6,104 | $1.34M | 0.06% | +45+0.7% | Added |
| WD Rutherford LLC | 6,099 | $1.34M | 0.56% | −225−3.6% | Reduced |
| Nations Financial Group Inc, | 6,087 | $1.34M | 0.07% | −43−0.7% | Reduced |
| Lebenthal Global Advisors, LLC | 6,081 | $1.34M | 0.21% | +390+6.9% | Added |
| Fca Corp | 6,081 | $1.34M | 0.38% | −471−7.2% | Reduced |
| Silver Oak Securities, Inc | 6,011 | $1.34M | 0.09% | −710−10.6% | Reduced |
| Westbourne Investments, Inc. | 6,072 | $1.33M | 0.62% | −3,727−38.0% | Reduced |
| Richard Bernstein Advisors LLC | 6,043 | $1.33M | 0.04% | −642−9.6% | Reduced |
| Commonwealth Retirement Investments LLC | 6,026 | $1.32M | 0.43% | +36+0.6% | Added |
| Wedgewood Investors Inc | 6,006 | $1.32M | 1.50% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 5,983 | $1.31M | 0.70% | +5,983 | New |
| Equitable Trust Co | 5,983 | $1.31M | 0.06% | −128−2.1% | Reduced |
| First Pacific Financial | 5,972 | $1.31M | 0.17% | −488−7.6% | Reduced |
| Boyar Asset Management Inc. | 5,911 | $1.30M | 0.82% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 5,910 | $1.30M | 0.57% | −75−1.3% | Reduced |
| Cito Capital Group, LLC | 5,851 | $1.29M | 0.38% | +500+9.3% | Added |
| Advisory Alpha, LLC | 5,845 | $1.28M | 0.03% | +205+3.6% | Added |
| Aventail Capital Group, LP | 5,840 | $1.28M | 0.07% | −1,246−17.6% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 5,837 | $1.28M | 0.70% | +575+10.9% | Added |
| Addison Capital Co | 5,816 | $1.28M | 0.32% | −10.0% | Reduced |
| Quadcap Wealth Management, LLC | 5,810 | $1.28M | 0.15% | +12+0.2% | Added |
| Crestwood Advisors Group LLC | 5,807 | $1.28M | 0.02% | −513−8.1% | Reduced |
| Vision Financial Markets LLC | 5,804 | $1.28M | 1.30% | −390−6.3% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 5,799 | $1.27M | 0.50% | +179+3.2% | Added |
| Capital Planning LLC | 5,800 | $1.27M | 0.35% | 00.0% | Unchanged |
| Tema ETFs LLC | 5,763 | $1.27M | 0.10% | −16−0.3% | Reduced |
| Curated Wealth Partners LLC | 5,763 | $1.27M | 0.14% | +769+15.4% | Added |
| Knuff & Co LLC | 5,730 | $1.26M | 0.37% | +1,026+21.8% | Added |
| Iams Wealth Management, LLC | 5,721 | $1.26M | 0.45% | −119−2.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,693 | $1.25M | 0.35% | −10,282−64.4% | Reduced |
| MTM Investment Management, LLC | 5,693 | $1.25M | 0.40% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 5,689 | $1.25M | 0.11% | +2,670+88.4% | Added |
| South State Corp. | 5,683 | $1.25M | 0.06% | −20−0.4% | Reduced |
| Okabena Investment Services Inc | 5,682 | $1.25M | 0.24% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 5,662 | $1.24M | 0.12% | −273−4.6% | Reduced |
| Northwest Bancshares, Inc. | 5,646 | $1.24M | 0.24% | −910−13.9% | Reduced |
| Financial Advisory Service, Inc. | 5,641 | $1.24M | 0.08% | +7+0.1% | Added |
| Sava Infond d.o.o. | 5,640 | $1.24M | 0.17% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 5,618 | $1.23M | 0.07% | −487−8.0% | Reduced |
| Veracity Capital LLC | 5,616 | $1.23M | 0.37% | −39−0.7% | Reduced |
| Hamrick Investment Counsel, llc | 5,581 | $1.23M | 0.91% | +5,581 | New |
| Cassia Capital Partners, LLC | 5,575 | $1.22M | 0.66% | +8+0.1% | Added |
| Milestone Asset Management, LLC | 5,540 | $1.22M | 0.23% | +1,100+24.8% | Added |
| Bryn Mawr Trust Co | 5,540 | $1.22M | 0.03% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 5,519 | $1.21M | 0.02% | −344−5.9% | Reduced |
| Detalus Advisors, LLC | 5,513 | $1.21M | 0.30% | −72−1.3% | Reduced |
| Roof Eidam & Maycock | 5,510 | $1.21M | 0.27% | +5,510 | New |
| Callahan Advisors, LLC | 5,502 | $1.21M | 0.10% | +14+0.3% | Added |
| TCG Advisory Services, LLC | 5,498 | $1.21M | 0.03% | +228+4.3% | Added |
| Assetmark, Inc | 5,487 | $1.21M | 0.00% | +1,510+38.0% | Added |
| Lighthouse Financial Services Inc | 5,485 | $1.21M | 0.28% | +5,485 | New |
| Dnca Finance | 5,452 | $1.20M | 0.07% | −2,148−28.3% | Reduced |
| Werlinich Asset Management, LLC | 5,388 | $1.20M | 0.59% | +748+16.1% | Added |
| ABN AMRO Bank N.V. | 5,405 | $1.19M | 0.01% | −192,624−97.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,431 | $1.19M | 0.19% | +2,841+109.7% | Added |
| PFG Investments, LLC | 5,430 | $1.19M | 0.06% | −130−2.3% | Reduced |
| Piscataqua Savings Bank | 5,420 | $1.19M | 0.84% | −12−0.2% | Reduced |
| Dynasty Wealth Management, LLC | 5,410 | $1.19M | 0.01% | −574−9.6% | Reduced |
| Sculati Wealth Management, LLC | 5,364 | $1.18M | 0.42% | +50+0.9% | Added |
| SCS Capital Management LLC | 5,362 | $1.18M | 0.01% | −693−11.4% | Reduced |
| Rogco, LP | 5,350 | $1.18M | 0.39% | +40+0.8% | Added |
| Strategic Blueprint, LLC | 5,347 | $1.17M | 0.07% | −754−12.4% | Reduced |
| Corundum Group, Inc. | 5,345 | $1.17M | 0.39% | −391−6.8% | Reduced |
| Koa Wealth Management, LLC | 5,335 | $1.17M | 0.80% | +1,536+40.4% | Added |
| Checchi Capital Advisers, LLC | 5,328 | $1.17M | 0.08% | −497−8.5% | Reduced |
| Longfellow Investment Management Co LLC | 5,309 | $1.17M | 0.26% | +1,363+34.5% | Added |
| BayBridge Capital Group, LLC | 5,303 | $1.17M | 0.72% | −370−6.5% | Reduced |
| Valmark Advisers, Inc. | 5,300 | $1.16M | 0.01% | +38+0.7% | Added |
| Syon Capital LLC | 5,282 | $1.16M | 0.06% | +552+11.7% | Added |
| EverSource Wealth Advisors, LLC | 5,273 | $1.16M | 0.04% | +1,503+39.9% | Added |
| Simplicity Wealth,LLC | 5,266 | $1.16M | 0.07% | +252+5.0% | Added |
| Retirement Planning Group | 5,265 | $1.16M | 0.04% | −426−7.5% | Reduced |
| SHP Wealth Management | 5,264 | $1.16M | 0.09% | +5,264 | New |
| Constitution Capital LLC | 5,250 | $1.15M | 0.55% | −4,295−45.0% | Reduced |
| Change Path, LLC | 5,233 | $1.15M | 0.03% | +240+4.8% | Added |
| Wedmont Private Capital | 5,317 | $1.15M | 0.04% | −987−15.7% | Reduced |
| Quest Partners LLC | 5,207 | $1.14M | 0.06% | −14,039−72.9% | Reduced |
| Numerai GP LLC | 5,165 | $1.13M | 0.14% | −5−0.1% | Reduced |
| Retirement Guys Formula LLC | 5,165 | $1.13M | 0.52% | −41−0.8% | Reduced |
| Heritage Wealth Management, Inc. | 5,162 | $1.13M | 0.32% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 5,161 | $1.13M | 0.05% | −20.0% | Reduced |