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, 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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Waste Management Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 2,759 | $634.0K | 0.03% | +373+15.6% | Added |
| GeoWealth Management, LLC | 2,763 | $634.9K | 0.02% | −202−6.8% | Reduced |
| Cambient Family Office, LLC | 2,767 | $635.8K | 0.09% | +467+20.3% | Added |
| Atwood & Palmer Inc | 2,774 | $637.4K | 0.04% | 00.0% | Unchanged |
| Meyer Handelman Co | 2,775 | $637.7K | 0.02% | 00.0% | Unchanged |
| Providence First Trust Co | 2,788 | $640.7K | 0.23% | +2,788 | New |
| Tempo Wealth, LLC | 2,796 | $642.5K | 0.11% | +391+16.3% | Added |
| SL Advisors, LLC | 2,797 | $642.7K | 1.09% | −39−1.4% | Reduced |
| Vision Capital Management, Inc. | 2,802 | $643.9K | 0.08% | −2−0.1% | Reduced |
| Connecticut Wealth Management, LLC | 2,809 | $645.5K | 0.03% | −35−1.2% | Reduced |
| Alliance Wealth Advisors, LLC | 2,825 | $649.2K | 0.31% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 2,836 | $651.7K | 0.04% | +522+22.6% | Added |
| Waterway Wealth Management, LLC | 2,837 | $651.8K | 0.14% | −655−18.8% | Reduced |
| SRS Capital Advisors, Inc. | 2,876 | $654.3K | 0.02% | −728−20.2% | Reduced |
| BDFS Capital LLC | 2,850 | $654.8K | 0.32% | +143+5.3% | Added |
| Silphium Asset Management Ltd | 2,854 | $655.8K | 0.25% | −4,350−60.4% | Reduced |
| New Age Alpha Advisors, LLC | 2,888 | $663.6K | 0.03% | +292+11.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,893 | $664.8K | 0.05% | −1,163−28.7% | Reduced |
| Forza Wealth Management, LLC | 2,902 | $666.9K | 0.23% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 2,909 | $668.5K | 0.32% | −5−0.2% | Reduced |
| Parkside Financial Bank & Trust | 2,923 | $671.7K | 0.05% | −490−14.4% | Reduced |
| Private Capital Management, LLC | 2,925 | $672.1K | 0.07% | 00.0% | Unchanged |
| Illumine Investment Management, LLC | 2,934 | $674.2K | 0.52% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 2,935 | $674.3K | 0.03% | +269+10.1% | Added |
| Pure Financial Advisors, Inc. | 2,946 | $677.1K | 0.01% | −245−7.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,953 | $678.6K | 0.02% | −7,784−72.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,971 | $682.4K | 0.03% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,973 | $683.1K | 0.06% | +46+1.6% | Added |
| Carlson Financial, Inc. | 2,977 | $684.2K | 0.40% | −12−0.4% | Reduced |
| Roman Butler Fullerton & Co | 2,967 | $686.7K | 0.19% | +5+0.2% | Added |
| Intrua Financial, LLC | 2,999 | $689.1K | 0.07% | −101−3.3% | Reduced |
| Hudson Bay Capital Management LP | 3,000 | $689.4K | 0.00% | −7,200−70.6% | Reduced |
| Core Wealth Partners LLC | 3,010 | $691.7K | 0.32% | 00.0% | Unchanged |
| Montecito Bank & Trust | 3,011 | $691.9K | 0.11% | −111−3.6% | Reduced |
| Bridgewater Advisors Inc. | 3,276 | $694.7K | 0.04% | +24+0.7% | Added |
| Ashton Thomas Securities, LLC | 3,027 | $695.6K | 0.09% | +3,027 | New |
| Fundamentun, LLC | 3,043 | $699.4K | 0.03% | +338+12.5% | Added |
| Oakworth Capital, Inc. | 3,049 | $700.6K | 0.04% | −6−0.2% | Reduced |
| Camden Capital, LLC | 3,049 | $700.7K | 0.05% | +946+45.0% | Added |
| Stony Point Wealth Management Inc. | 3,054 | $701.7K | 0.28% | −15−0.5% | Reduced |
| First Foundation Advisors | 3,058 | $702.6K | 0.03% | +11+0.4% | Added |
| Shoker Investment Counsel, Inc. | 3,073 | $706.2K | 0.21% | +3+0.1% | Added |
| Glenview Trust Co | 3,078 | $707.3K | 0.01% | −308−9.1% | Reduced |
| Falcon Wealth Planning | 3,090 | $709.9K | 0.05% | +70+2.3% | Added |
| Boston Research & Management Inc | 3,090 | $710.1K | 0.17% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 3,092 | $710.5K | 0.05% | +1,281+70.7% | Added |
| Convergence Investment Partners, LLC | 3,094 | $710.9K | 0.12% | +3,094 | New |
| Tradewinds, LLC. | 3,108 | $711.1K | 0.23% | +43+1.4% | Added |
| Real Talk Capital, LLC | 3,102 | $712.9K | 0.67% | −67−2.1% | Reduced |
| Busey Wealth Management | 3,103 | $713.0K | 0.02% | −146−4.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 3,114 | $715.6K | 0.53% | +30+1.0% | Added |
| Shepherd Financial Partners LLC | 3,120 | $717.0K | 0.07% | −249−7.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 3,121 | $717.2K | 0.01% | +348+12.5% | Added |
| Lewis Asset Management, LLC | 3,123 | $717.6K | 0.29% | +10.0% | Added |
| Lester Murray Antman dba SimplyRich | 3,137 | $720.0K | 0.18% | −39−1.2% | Reduced |
| Guardian Wealth Advisors, LLC | 3,135 | $720.4K | 0.05% | +43+1.4% | Added |
| Y.D. More Investments Ltd | 17,017 | $722.5K | 0.03% | −169−1.0% | Reduced |
| Harbor Investment Advisory, LLC | 3,154 | $724.8K | 0.06% | +241+8.3% | Added |
| Beaumont Financial Advisors, LLC | 3,155 | $725.0K | 0.05% | +2+0.1% | Added |
| Versant Capital Management, Inc | 3,157 | $725.4K | 0.07% | +1,941+159.6% | Added |
| Legacy Wealth Asset Management, LLC | 3,165 | $727.3K | 0.18% | +44+1.4% | Added |
| Mechanics Financial Corp | 3,166 | $727.5K | 0.30% | −60−1.9% | Reduced |
| Smithfield Trust Co | 3,184 | $731.0K | 0.03% | +89+2.9% | Added |
| Baker Tilly Wealth Management, LLC | 3,199 | $735.1K | 0.18% | −108−3.3% | Reduced |
| Richwood Investment Advisors, LLC | 3,200 | $735.3K | 0.57% | 00.0% | Unchanged |
| Spirit of America Management Corp | 3,200 | $735.3K | 0.15% | 00.0% | Unchanged |
| Spinnaker Trust | 3,206 | $736.7K | 0.04% | −250−7.2% | Reduced |
| Mane Global Capital Management LP | 3,207 | $736.9K | 0.08% | +3,207 | New |
| Oak Harbor Wealth Partners, LLC | 3,213 | $738.3K | 0.17% | +408+14.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,217 | $739.2K | 0.11% | +10.0% | Added |
| Lynch & Associates | 3,220 | $739.9K | 0.14% | +178+5.9% | Added |
| Brasada Capital Management, LP | 3,186 | $744.9K | 0.14% | +3,186 | New |
| Marble Wealth, LLC | 3,245 | $745.8K | 0.13% | −546−14.4% | Reduced |
| Cozad Asset Management Inc | 3,253 | $747.5K | 0.06% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 3,266 | $750.5K | 0.07% | −145−4.3% | Reduced |
| NCM Capital Management, LLC | 3,275 | $752.5K | 0.27% | −174−5.0% | Reduced |
| Trust Co | 3,283 | $754.4K | 0.07% | +189+6.1% | Added |
| PCM Encore, LLC | 3,300 | $758.2K | 0.16% | +214+6.9% | Added |
| V-Square Quantitative Management LLC | 3,307 | $759.9K | 0.08% | +16+0.5% | Added |
| Goelzer Investment Management, Inc. | 3,321 | $763.1K | 0.04% | −100−2.9% | Reduced |
| Sawyer & Company, Inc | 3,345 | $768.6K | 0.30% | +725+27.7% | Added |
| Modern Wealth Management, LLC | 3,336 | $770.6K | 0.01% | +519+18.4% | Added |
| Diamant Asset Management, Inc. | 770,945 | $770.9K | 0.56% | +767,615+23,051.5% | Added |
| Great Lakes Advisors, LLC | 3,361 | $772.3K | 0.01% | +66+2.0% | Added |
| Chancellor Financial Group WB LP | 3,368 | $773.9K | 0.55% | +17+0.5% | Added |
| Ameritas Investment Partners, Inc. | 3,380 | $776.7K | 0.02% | 00.0% | Unchanged |
| Impact Investors, Inc | 3,382 | $777.2K | 0.54% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,383 | $777.4K | 0.02% | +328+10.7% | Added |
| Pine Valley Investments Ltd Liability Co | 3,392 | $779.4K | 0.04% | −199−5.5% | Reduced |
| Financial Network Wealth Management LLC | 3,395 | $780.0K | 0.25% | −358−9.5% | Reduced |
| ABN AMRO Bank N.V. | 3,370 | $781.1K | 0.01% | −2,035−37.7% | Reduced |
| Verus Capital Partners, LLC | 3,405 | $782.4K | 0.05% | −140−3.9% | Reduced |
| Asset Planning,Inc | 3,407 | $782.9K | 0.56% | +83+2.5% | Added |
| Range Advisory, LLC | 3,413 | $784.3K | 0.15% | +2,319+212.0% | Added |
| BOK Financial Private Wealth, Inc. | 3,415 | $784.7K | 0.05% | −500−12.8% | Reduced |
| Insigneo Advisory Services, LLC | 3,426 | $787.3K | 0.06% | −932−21.4% | Reduced |
| Zions Bancorporation, National Association | 3,459 | $794.8K | 0.05% | −3,909−53.1% | Reduced |
| Praxis Capital Management LLC | 3,460 | $795.1K | 1.86% | +14+0.4% | Added |
| Bond & Devick Financial Network, Inc. | 3,465 | $796.2K | 0.22% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,469 | $797.1K | 0.04% | +3,469 | New |