Skip to main content

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; 2,378 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, Q1 2026

Institutional positions in Waste Management Inc as of Mar 31, 2026. 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
2,375
+77 vs. Q4 2025
Shares held
330.3M
+46.3M (+16.3%) vs. Q4 2025
Total value
$75.7B
+$13.3B (+21.3%) vs. Q4 2025
New holders
199
966 more added
Sold out
122
832 more reduced

27 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 2,375 institutions
Q1 2021: 1,493 institutionsQ2 2021: 1,526 institutionsQ3 2021: 1,551 institutionsQ4 2021: 1,700 institutionsQ1 2022: 1,665 institutionsQ2 2022: 1,678 institutionsQ3 2022: 1,695 institutionsQ4 2022: 1,741 institutionsQ1 2023: 1,737 institutionsQ2 2023: 1,775 institutionsQ3 2023: 1,751 institutionsQ4 2023: 1,875 institutionsQ1 2024: 1,976 institutionsQ2 2024: 2,007 institutionsQ3 2024: 1,999 institutionsQ4 2024: 2,134 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,234 institutionsQ3 2025: 2,180 institutionsQ4 2025: 2,325 institutionsQ1 2026: 2,375 institutionsQ2 2026: 2,378 institutions
Value heldQ1 2026: $75.7B
Q1 2021: $41.1BQ2 2021: $44.4BQ3 2021: $47.1BQ4 2021: $52.8BQ1 2022: $49.8BQ2 2022: $47.7BQ3 2022: $52.8BQ4 2022: $51.1BQ1 2023: $53.7BQ2 2023: $56.4BQ3 2023: $49.5BQ4 2023: $58.4BQ1 2024: $69.3BQ2 2024: $69.2BQ3 2024: $66.7BQ4 2024: $66.0BQ1 2025: $75.2BQ2 2025: $74.6BQ3 2025: $70.8BQ4 2025: $72.1BQ1 2026: $75.7BQ2 2026: $74.1B
Institutions holding WM and their total value by quarter
QuarterHoldersValue
Q2 20262,378$74.1B
Q1 20262,375$75.7B
Q4 20252,325$72.1B
Q3 20252,180$70.8B
Q2 20252,234$74.6B
Q1 20252,207$75.2B
Q4 20242,134$66.0B
Q3 20241,999$66.7B
Q2 20242,007$69.2B
Q1 20241,976$69.3B
Q4 20231,875$58.4B
Q3 20231,751$49.5B
Q2 20231,775$56.4B
Q1 20231,737$53.7B
Q4 20221,741$51.1B
Q3 20221,695$52.8B
Q2 20221,678$47.7B
Q1 20221,665$49.8B
Q4 20211,700$52.8B
Q3 20211,551$47.1B
Q2 20211,526$44.4B
Q1 20211,493$41.1B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q4 2025.

Institutions holding WM in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Connections Group, Inc.1$00.00%00.0%Unchanged
Arcadia Investment Management Corp1$2300.00%00.0%Unchanged
Orion Capital Management LLC2$4600.00%00.0%Unchanged
Rakuten Securities, Inc.2$4600.00%+2New
Breakwater Investment Management2$4600.00%+2New
E Fund Management (Hong Kong) Co., Ltd.3$6890.00%00.0%Unchanged
Horizon Financial Services, LLC3$6890.00%00.0%Unchanged
Winthrop Capital Management, LLC4$1.00K0.00%00.0%Unchanged
Curio Wealth, LLC5$1.15K0.00%−36−87.8%Reduced
Benson Wealth Management INC5$1.15K0.00%00.0%Unchanged
Olistico Wealth, LLC6$1.38K0.00%00.0%Unchanged
Sofos Investments, Inc.6$1.38K0.00%+6New
Osbon Capital Management LLC7$1.61K0.00%00.0%Unchanged
Portfolio Resources Advisor Group, Inc.7$1.61K0.00%+2+40.0%Added
Copia Wealth Management7$1.63K0.00%00.0%Unchanged
Tidemark, LLC7$1.65K0.00%+2+40.0%Added
CBIZ Investment Advisory Services, LLC8$1.84K0.00%−79−90.8%Reduced
POM Investment Strategies, LLC8$1.85K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC9$2.07K0.00%−3−25.0%Reduced
Barnes Dennig Private Wealth Management LLC9$2.07K0.00%00.0%Unchanged
United Financial Planning Group LLC9$2.07K0.00%+7+350.0%Added
Intentional Wealth Strategies, LLC9$2.07K0.00%+9New
Entrust Financial LLC9$2.07K0.00%00.0%Unchanged
Stone House Investment Management, LLC10$2.30K0.00%00.0%Unchanged
HFM Investment Advisors, LLC12$2.76K0.00%+1+9.1%Added
Atlantic Edge Private Wealth Management, LLC12$2.76K0.00%00.0%Unchanged
Clear Investment Research, LLC12$2.76K0.00%+12New
Ankerstar Wealth, LLC13$2.99K0.00%00.0%Unchanged
1015 Capital Partners, LLC13$2.99K0.00%+1+8.3%Added
Retiremitten Financial LLC14$3.22K0.00%+14New
Bear Mountain Capital, Inc.15$3.36K0.00%00.0%Unchanged
Imprint Wealth LLC15$3.45K0.02%−28−65.1%Reduced
Creative Capital Management Investments LLC15$3.45K0.00%00.0%Unchanged
Robinswood Financial LLC15$3.47K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.19$4.37K0.00%00.0%Unchanged
Portus Wealth Advisors, LLC19$4.40K0.00%+19New
HighMark Wealth Management LLC20$4.61K0.00%+20New
Peterson Wealth Services21$4.72K0.00%+1+5.0%Added
Clark Wealth Partners21$4.83K0.00%+3+16.7%Added
Kilter Group LLC21$4.83K0.00%+9+75.0%Added
Strive Financial Group ,LLC22$5.00K0.00%00.0%Unchanged
Smallwood Wealth Investment Management, LLC25$5.74K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC25$5.75K0.00%00.0%Unchanged
Gould Capital, LLC25$5.75K0.00%00.0%Unchanged
Addison Advisors LLC26$5.97K0.00%00.0%Unchanged
Bernard Wealth Management Corp.26$5.97K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC26$5.97K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC27$6.20K0.01%−13−32.5%Reduced
Cranbrook Wealth Management, LLC27$6.30K0.00%00.0%Unchanged
DecisionPoint Financial, LLC29$6.66K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC29$6.66K0.00%+3+11.5%Added
Bellevue Asset Management, LLC29$6.79K0.00%00.0%Unchanged
Penserra Capital Management LLC33$7.00K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC32$7.27K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO33$7.58K0.00%00.0%Unchanged
Luken Investment Analytics, LLC33$7.58K0.00%00.0%Unchanged
Atlas Capital Advisors LLC33$7.58K0.00%+28+560.0%Added
Clayton Financial Group LLC33$7.59K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.34$7.81K0.00%00.0%Unchanged
Private Wealth Management Group, LLC34$7.81K0.00%+10+41.7%Added
RMG Wealth Management LLC37$7.92K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC36$8.27K0.00%+23+176.9%Added
Accordant Advisory Group Inc36$8.27K0.01%+36New
Alerus Financial NA42$9.65K0.00%00.0%Unchanged
Missouri Trust & Investment Co45$10.3K0.00%−5−10.0%Reduced
General Partner, Inc.47$10.8K0.01%00.0%Unchanged
Bay Harbor Wealth Management, LLC47$10.8K0.00%+17+56.7%Added
Access Investment Management LLC47$10.8K0.00%00.0%Unchanged
Evolution Wealth Management Inc.48$11.0K0.01%+10+26.3%Added
Swiss Re Ltd49$11.3K0.07%00.0%Unchanged
Horizons Wealth Management49$11.3K0.01%00.0%Unchanged
Hollencrest Capital Management49$11.4K0.00%00.0%Unchanged
Davis Capital Management50$11.5K0.01%00.0%Unchanged
JDM Financial Group LLC50$11.5K0.00%00.0%Unchanged
Hilton Head Capital Partners, LLC51$11.7K0.01%00.0%Unchanged
Pacific Center for Financial Services51$11.8K0.00%00.0%Unchanged
Park Square Financial Group, LLC52$11.9K0.09%−31−37.3%Reduced
Aspect Partners, LLC52$11.9K0.00%00.0%Unchanged
Whipplewood Advisors, LLC52$11.9K0.01%+52New
Basepoint Wealth LLC55$12.5K0.01%−202−78.6%Reduced
Bare Financial Services, Inc56$12.9K0.00%+10+21.7%Added
Evelyn Partners Asset Management Ltd57$13.1K0.00%00.0%Unchanged
Key Capital Management, INC57$13.1K0.01%+57New
Clear Street Markets LLC61$14.0K0.01%−489−88.9%Reduced
Gill Capital Partners, LLC61$14.0K0.00%+61New
CrossGen Wealth, LLC63$14.5K0.01%00.0%Unchanged
1248 Management, LLC64$14.7K0.01%00.0%Unchanged
Cornerstone Financial Management LLC65$14.9K0.01%00.0%Unchanged
Team Financial Group, LLC66$15.1K0.01%00.0%Unchanged
Strengthening Families & Communities, LLC67$15.3K0.00%+20+42.6%Added
West Branch Capital LLC71$16.3K0.00%−49−40.8%Reduced
Ares Financial Consulting, LLC71$16.4K0.01%00.0%Unchanged
LFA - Lugano Financial Advisors SA72$16.5K0.01%00.0%Unchanged
Bank & Trust Co72$16.5K0.01%00.0%Unchanged
Atomic Invest LLC72$16.7K0.01%+24+50.0%Added
Bruce G. Allen Investments, LLC74$17.0K0.01%00.0%Unchanged
Elevated Capital Advisors, LLC76$17.5K0.00%−36−32.1%Reduced
N.E.W. Advisory Services LLC77$17.8K0.00%00.0%Unchanged
Guinness Asset Management LTD78$17.9K0.00%00.0%Unchanged
Country Trust Bank78$17.9K0.00%+23+41.8%Added