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 |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 17,186 | $690.8K | 0.03% | +16,486+2,355.1% | Added |
| Renaissance Group LLC | 3,125 | $686.7K | 0.03% | −139,706−97.8% | Reduced |
| Lewis Asset Management, LLC | 3,122 | $686.0K | 0.28% | +900+40.5% | Added |
| Hohimer Wealth Management, LLC | 3,122 | $685.9K | 0.09% | −142−4.4% | Reduced |
| Montecito Bank & Trust | 3,122 | $685.9K | 0.11% | −82−2.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,121 | $685.7K | 0.17% | +62+2.0% | Added |
| NorthRock Partners, LLC | 3,112 | $683.8K | 0.01% | −3,525−53.1% | Reduced |
| Smithfield Trust Co | 3,095 | $683.0K | 0.03% | +1,160+59.9% | Added |
| Chicago Trust Co NA | 3,107 | $682.6K | 0.11% | −2,047−39.7% | Reduced |
| Intrua Financial, LLC | 3,100 | $681.2K | 0.07% | −16−0.5% | Reduced |
| Trust Co | 3,094 | $679.8K | 0.06% | +774+33.4% | Added |
| Guardian Wealth Advisors, LLC | 3,092 | $679.3K | 0.04% | −2−0.1% | Reduced |
| Boston Research & Management Inc | 3,090 | $678.9K | 0.15% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,962 | $678.2K | 0.18% | −43−1.4% | Reduced |
| PCM Encore, LLC | 3,086 | $678.0K | 0.14% | +3,086 | New |
| Murphy & Mullick Capital Management Corp | 3,084 | $677.6K | 0.49% | −81−2.6% | Reduced |
| Shoker Investment Counsel, Inc. | 3,070 | $674.7K | 0.20% | +2+0.1% | Added |
| Stony Point Wealth Management Inc. | 3,069 | $674.2K | 0.25% | +32+1.1% | Added |
| Tradewinds, LLC. | 3,065 | $673.5K | 0.16% | −158−4.9% | Reduced |
| KWB Wealth | 3,059 | $672.1K | 0.06% | −263−7.9% | Reduced |
| Oakworth Capital, Inc. | 3,055 | $671.2K | 0.04% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,055 | $671.2K | 0.02% | +7+0.2% | Added |
| First Foundation Advisors | 3,047 | $669.4K | 0.03% | −246−7.5% | Reduced |
| Lynch & Associates | 3,042 | $668.4K | 0.13% | −44−1.4% | Reduced |
| Westpac Banking Corp | 3,028 | $665.3K | 0.04% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 3,022 | $664.0K | 0.18% | −150−4.7% | Reduced |
| Falcon Wealth Planning | 3,020 | $663.4K | 0.06% | +198+7.0% | Added |
| Farringdon Capital, Ltd. | 3,014 | $662.2K | 0.16% | +3,014 | New |
| Core Wealth Partners LLC | 3,010 | $661.3K | 0.30% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 2,914 | $659.8K | 0.29% | +5+0.2% | Added |
| Carlson Financial, Inc. | 2,989 | $656.6K | 0.38% | +2,989 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,971 | $652.8K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,965 | $651.5K | 0.02% | +146+5.2% | Added |
| Howard Capital Management Inc. | 2,955 | $649.2K | 0.01% | +14+0.5% | Added |
| GTS Securities LLC | 2,954 | $649.0K | 0.02% | +2,954 | New |
| Sage Mountain Advisors LLC | 2,942 | $646.3K | 0.03% | +461+18.6% | Added |
| Illumine Investment Management, LLC | 2,934 | $644.6K | 0.47% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,927 | $643.1K | 0.06% | +33+1.1% | Added |
| Private Capital Management, LLC | 2,925 | $642.6K | 0.06% | +1,000+51.9% | Added |
| Harbor Investment Advisory, LLC | 2,913 | $640.0K | 0.05% | +1,950+202.5% | Added |
| EJMK Ventures LLC | 2,905 | $638.3K | 0.39% | +2,905 | New |
| Forza Wealth Management, LLC | 2,902 | $637.6K | 0.23% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,880 | $632.8K | 0.10% | −359−11.1% | Reduced |
| Catalytic Wealth RIA, LLC | 2,874 | $631.5K | 0.02% | −3,615−55.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,869 | $630.4K | 0.05% | +143+5.2% | Added |
| Capstone Investment Advisors, LLC | 2,869 | $630.3K | 0.01% | −1,876−39.5% | Reduced |
| Alliance Wealth Advisors, LLC | 2,867 | $629.9K | 0.14% | +1,421+98.3% | Added |
| Connecticut Wealth Management, LLC | 2,844 | $624.9K | 0.03% | −47−1.6% | Reduced |
| SL Advisors, LLC | 2,836 | $623.1K | 1.28% | +11+0.4% | Added |
| Mendel Money Management | 2,826 | $620.9K | 0.26% | −77−2.7% | Reduced |
| Alliance Wealth Advisors, LLC | 2,825 | $620.7K | 0.30% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 2,823 | $620.2K | 0.07% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,818 | $619.1K | 0.01% | −36,339−92.8% | Reduced |
| Modern Wealth Management, LLC | 2,817 | $618.9K | 0.01% | +34+1.2% | Added |
| Legacy Capital Group California, Inc. | 2,814 | $618.3K | 0.15% | −33−1.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,805 | $616.3K | 0.15% | +157+5.9% | Added |
| Vision Capital Management, Inc. | 2,804 | $616.1K | 0.07% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 2,794 | $613.8K | 0.07% | +1,871+202.7% | Added |
| Central Valley Advisors, LLC | 2,779 | $610.6K | 0.18% | 00.0% | Unchanged |
| Meyer Handelman Co | 2,775 | $609.7K | 0.02% | 00.0% | Unchanged |
| Keystone Financial Group | 2,774 | $609.5K | 0.05% | +21+0.8% | Added |
| Atwood & Palmer Inc | 2,774 | $609.5K | 0.03% | −31−1.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 2,773 | $609.2K | 0.01% | +127+4.8% | Added |
| RD Lewis Holdings, Inc. | 2,703 | $608.4K | 0.52% | −35−1.3% | Reduced |
| Xcel Wealth Management, LLC | 2,764 | $607.3K | 0.16% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 2,757 | $605.8K | 0.01% | −114−4.0% | Reduced |
| KFG Wealth Management, LLC | 2,742 | $602.5K | 0.08% | +2,742 | New |
| Greatmark Investment Partners, Inc. | 2,725 | $598.7K | 0.07% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 2,713 | $596.1K | 0.18% | +696+34.5% | Added |
| Master's Wealth Management Inc. | 2,712 | $595.9K | 0.21% | +2,712 | New |
| BDFS Capital LLC | 2,707 | $594.8K | 0.30% | +2,707 | New |
| Fundamentun, LLC | 2,705 | $594.4K | 0.02% | −340−11.2% | Reduced |
| Groupama Asset Managment | 2,705 | $594.3K | 0.01% | −282−9.4% | Reduced |
| Golden State Equity Partners | 2,703 | $593.8K | 0.10% | −2,832−51.2% | Reduced |
| Baker Avenue Asset Management, LP | 2,699 | $593.1K | 0.01% | +92+3.5% | Added |
| Eldridge Investment Advisors, Inc. | 2,687 | $590.4K | 0.13% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,684 | $589.7K | 0.01% | −921−25.5% | Reduced |
| Fiduciary Wealth Partners, LLC | 2,677 | $588.1K | 0.24% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 2,667 | $586.0K | 0.02% | +2,667 | New |
| Kames Capital plc | 2,666 | $585.9K | 0.01% | +477+21.8% | Added |
| Pallas Capital Advisors LLC | 2,666 | $585.8K | 0.02% | +1,403+111.1% | Added |
| Gs Investments, Inc. | 2,650 | $582.2K | 0.32% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 2,646 | $581.4K | 0.20% | +2,646 | New |
| Value Partners Investments Inc. | 2,637 | $579.4K | 0.04% | +901+51.9% | Added |
| Cahaba Wealth Management, Inc. | 2,627 | $577.3K | 0.04% | +10.0% | Added |
| Sawyer & Company, Inc | 2,620 | $575.6K | 0.20% | +75+2.9% | Added |
| Weinberger Asset Management, Inc | 2,609 | $573.2K | 0.21% | −9−0.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,609 | $573.2K | 0.03% | +503+23.9% | Added |
| Ti-Trust, Inc | 2,603 | $571.9K | 0.35% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 2,579 | $571.0K | 0.29% | −26−1.0% | Reduced |
| Duncan Williams Asset Management, LLC | 2,520 | $570.6K | 0.14% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 2,596 | $570.4K | 0.02% | +2,369+1,043.6% | Added |
| Alaethes Wealth LLC | 2,574 | $565.4K | 0.16% | 00.0% | Unchanged |
| Meridian Financial, LLC | 2,571 | $564.9K | 0.31% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,559 | $562.2K | 0.01% | −288−10.1% | Reduced |
| Kingdom Financial Group LLC. | 2,556 | $561.6K | 0.17% | +1,411+123.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,552 | $560.6K | 0.02% | +237+10.2% | Added |
| Cascades Capital Asset Management, LLC | 2,552 | $560.6K | 0.23% | −122−4.6% | Reduced |
| Fiduciary Family Office, LLC | 2,550 | $560.3K | 0.16% | −1,451−36.3% | Reduced |
| Appleton Partners Inc | 2,548 | $560.0K | 0.04% | −109−4.1% | Reduced |