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 |
|---|---|---|---|---|---|
| TSG Advice Partners, LLC | 1,755 | $385.6K | 0.06% | +1,755 | New |
| AlphaStar Capital Management, LLC | 1,755 | $385.5K | 0.03% | +134+8.3% | Added |
| AssuredPartners Investment Advisors, LLC | 1,746 | $383.7K | 0.06% | +553+46.4% | Added |
| IFG Advisory, LLC | 1,745 | $383.3K | 0.02% | +349+25.0% | Added |
| Berkeley Capital Partners, LLC | 1,744 | $383.1K | 0.09% | +271+18.4% | Added |
| STAR Financial Bank | 1,741 | $382.5K | 0.20% | −173−9.0% | Reduced |
| Viawealth, LLC | 1,735 | $381.2K | 0.21% | −185−9.6% | Reduced |
| Alpha Capital Advisors Inc | 1,762 | $381.0K | 0.35% | +1,762 | New |
| First County Bank | 1,734 | $381.0K | 0.20% | −10−0.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,730 | $380.2K | 0.07% | −209−10.8% | Reduced |
| Forest Hill Capital, LLC | 1,730 | $380.1K | 0.19% | 00.0% | Unchanged |
| Ponta Wealth Partners, LLC | 1,728 | $379.7K | 0.35% | +1,728 | New |
| South Shore Capital Advisors | 1,727 | $379.4K | 0.28% | +1,727 | New |
| Pacitti Group Inc. | 1,724 | $378.8K | 0.14% | +2+0.1% | Added |
| Gibbs Wealth Management | 1,712 | $378.3K | 0.09% | +147+9.4% | Added |
| Relyea Zuckerberg Hanson LLC | 1,720 | $377.9K | 0.04% | +77+4.7% | Added |
| New Hampshire Trust | 1,714 | $376.6K | 0.07% | −342−16.6% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 1,700 | $376.1K | 0.26% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,708 | $375.3K | 0.03% | +98+6.1% | Added |
| St Germain D J Co Inc | 1,707 | $375.0K | 0.01% | −9−0.5% | Reduced |
| Heritage Trust Co | 1,706 | $374.8K | 0.04% | +21+1.2% | Added |
| Philadelphia Trust Co | 1,700 | $374.0K | 0.03% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 1,701 | $373.8K | 0.04% | +14+0.8% | Added |
| Biltmore Family Office, LLC | 1,700 | $373.4K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,690 | $371.3K | 0.05% | +154+10.0% | Added |
| JFS Wealth Advisors, LLC | 1,690 | $371.2K | 0.02% | +162+10.6% | Added |
| Cheviot Value Management, LLC | 1,602 | $371.0K | 0.04% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 1,684 | $370.0K | 0.03% | +26+1.6% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $370.0K | 0.16% | −1,684−100.0% | Reduced |
| Wimmer Associates 1, LLC | 1,675 | $368.0K | 0.17% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 1,674 | $367.9K | 0.14% | −39−2.3% | Reduced |
| Sacks & Associates, LLC | 1,674 | $367.8K | 0.27% | +1,674 | New |
| Legacy Financial Advisors, Inc. | 1,672 | $367.4K | 0.05% | +164+10.9% | Added |
| Paradigm Financial Partners, LLC | 1,670 | $367.0K | 0.04% | +56+3.5% | Added |
| Wealth Architects, LLC | 1,666 | $366.0K | 0.03% | +5+0.3% | Added |
| First Business Financial Services, Inc. | 1,659 | $364.5K | 0.03% | −100−5.7% | Reduced |
| Seeds Investor LLC | 1,657 | $364.1K | 0.07% | +537+47.9% | Added |
| Bank of Stockton | 1,656 | $363.8K | 0.10% | −15−0.9% | Reduced |
| Leelyn Smith, LLC | 1,653 | $363.2K | 0.05% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 1,650 | $362.5K | 0.03% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 1,646 | $360.6K | 0.03% | +1,646 | New |
| Stockman Wealth Management, Inc. | 1,633 | $358.8K | 0.04% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 1,630 | $358.1K | 0.02% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 1,626 | $357.3K | 0.02% | −67−4.0% | Reduced |
| Allen Wealth Management, LLC | 1,626 | $357.2K | 0.21% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,625 | $357.0K | 0.03% | +19+1.2% | Added |
| Wetzel Investment Advisors, Inc. | 1,624 | $356.8K | 0.14% | +13+0.8% | Added |
| Jefferies Financial Group Inc. | 1,624 | $356.8K | 0.00% | +1,624 | New |
| Bravera Wealth | 1,624 | $356.8K | 0.18% | +1,624 | New |
| RiverFront Investment Group, LLC | 1,621 | $356.1K | 0.01% | +1,621 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,617 | $355.3K | 0.01% | +73+4.7% | Added |
| Investment Advisory Group, LLC | 1,612 | $354.1K | 0.09% | −51−3.1% | Reduced |
| Bannerman Wealth Management Group, LLC | 1,610 | $353.7K | 0.25% | +25+1.6% | Added |
| Carret Asset Management, LLC | 1,607 | $353.2K | 0.03% | 00.0% | Unchanged |
| Putney Financial Group LLC | 1,607 | $353.1K | 0.33% | −90−5.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,606 | $352.9K | 0.04% | −137−7.9% | Reduced |
| Blossom Wealth Management | 1,602 | $352.0K | 0.58% | 00.0% | Unchanged |
| Balboa Wealth Partners | 1,601 | $351.7K | 0.06% | −401−20.0% | Reduced |
| Trustmark National Bank Trust Department | 1,595 | $350.4K | 0.02% | −785−33.0% | Reduced |
| StoneX Group Inc. | 1,591 | $349.8K | 0.02% | −250−13.6% | Reduced |
| Broadway Wealth Solutions, Inc. | 1,588 | $349.0K | 0.19% | +44+2.8% | Added |
| United Advisor Group, LLC | 1,583 | $347.8K | 0.04% | −28−1.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,582 | $347.6K | 0.03% | +346+28.0% | Added |
| Bragg Financial Advisors, Inc | 1,581 | $347.4K | 0.01% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 1,506 | $347.1K | 0.17% | +7+0.5% | Added |
| Pinnacle West Asset Management, Inc. | 1,580 | $347.0K | 0.23% | −10−0.6% | Reduced |
| Ballast Advisors LLC | 1,579 | $346.9K | 0.10% | +75+5.0% | Added |
| LRI Investments, LLC | 1,578 | $346.7K | 0.03% | −92−5.5% | Reduced |
| Miller Financial Services LLC | 1,575 | $346.0K | 0.41% | −372−19.1% | Reduced |
| AIA Group Ltd | 1,574 | $345.8K | 0.01% | −8,282−84.0% | Reduced |
| Foster Group, Inc. | 1,573 | $345.6K | 0.01% | −40−2.5% | Reduced |
| Tennessee Valley Asset Management Partners | 1,565 | $343.9K | 0.04% | +32+2.1% | Added |
| S Harris Financial Group, LLC | 1,564 | $343.5K | 0.33% | +1,564 | New |
| Capital Square, LLC | 1,563 | $343.4K | 0.18% | +516+49.3% | Added |
| Advisory Resource Group | 1,562 | $343.1K | 0.06% | −133−7.8% | Reduced |
| Sunflower Bank, N.A. | 1,553 | $341.2K | 0.09% | +1,553 | New |
| Hager Investment Management Services, LLC | 1,552 | $341.0K | 0.19% | −161−9.4% | Reduced |
| SPWM Advisors LLC | 1,550 | $340.5K | 0.33% | +1,550 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 1,548 | $340.2K | 0.05% | +104+7.2% | Added |
| Tilia Fiduciary Partners, Inc. | 1,546 | $339.7K | 0.19% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 1,546 | $339.6K | 0.06% | +13+0.8% | Added |
| Grove Bank & Trust | 1,540 | $338.4K | 0.04% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 1,535 | $337.4K | 0.14% | +208+15.7% | Added |
| South Plains Financial, Inc. | 1,523 | $334.6K | 0.20% | +176+13.1% | Added |
| Arwa LLC | 1,517 | $333.2K | 0.19% | +1,517 | New |
| ARS Wealth Advisors Group, LLC | 1,516 | $333.0K | 0.03% | +1+0.1% | Added |
| Triad Wealth Partners, LLC | 1,510 | $331.8K | 0.03% | +1,510 | New |
| D.B. Root & Company, LLC | 1,510 | $331.8K | 0.08% | −85−5.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,509 | $331.5K | 0.08% | +69+4.8% | Added |
| Northwest Wealth Management, LLC | 1,505 | $330.7K | 0.05% | +225+17.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,428 | $330.4K | 0.00% | 00.0% | Unchanged |
| Clear Trail Advisors, LLC | 1,500 | $329.6K | 0.08% | +1,500 | New |
| Interchange Capital Partners, LLC | 1,499 | $329.3K | 0.06% | +581+63.3% | Added |
| D'Orazio & Associates, Inc. | 1,496 | $328.7K | 0.04% | −16−1.1% | Reduced |
| Bolthouse Investments, LLC | 1,496 | $328.7K | 0.29% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,494 | $328.3K | 0.01% | +37+2.5% | Added |
| Rockland Trust Co | 1,494 | $328.2K | 0.01% | −50−3.2% | Reduced |
| Berger Financial Group, Inc | 1,493 | $328.1K | 0.02% | +33+2.3% | Added |
| FSM Wealth Advisors, LLC | 1,490 | $327.4K | 0.04% | +11+0.7% | Added |
| Grove Street Fiduciary, LLC | 1,489 | $327.1K | 0.14% | 00.0% | Unchanged |