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, 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
- +78 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
- 121
- 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 | 2,380 | $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, 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 |
|---|---|---|---|---|---|
| Fortis Group Advisors, LLC | 7,157 | $1.66M | 0.28% | +7,069+8,033.0% | Added |
| Fiduciary Alliance LLC | 7,404 | $1.67M | 0.10% | −506−6.4% | Reduced |
| Old National Bancorp | 7,249 | $1.67M | 0.03% | −142−1.9% | Reduced |
| Syon Capital LLC | 7,259 | $1.67M | 0.08% | +1,977+37.4% | Added |
| Wealthspire Advisors, LLC | 7,270 | $1.67M | 0.01% | −1,030−12.4% | Reduced |
| HMS Capital Management, LLC | 7,271 | $1.67M | 0.65% | −908−11.1% | Reduced |
| Ironwood Investment Counsel, LLC | 7,331 | $1.68M | 0.24% | −28−0.4% | Reduced |
| Aviance Capital Partners, LLC | 7,339 | $1.69M | 0.20% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 7,360 | $1.69M | 1.34% | +10.0% | Added |
| TCG Advisory Services, LLC | 7,416 | $1.70M | 0.04% | +1,918+34.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 7,422 | $1.71M | 0.51% | +115+1.6% | Added |
| Joel Isaacson & Co., LLC | 7,431 | $1.71M | 0.06% | +32+0.4% | Added |
| Founders Financial Securities LLC | 7,334 | $1.71M | 0.10% | −377−4.9% | Reduced |
| Western Wealth Management, LLC | 7,451 | $1.71M | 0.07% | −16−0.2% | Reduced |
| Simon Quick Advisors, LLC | 7,490 | $1.72M | 0.08% | −291−3.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,496 | $1.72M | 0.06% | +1,206+19.2% | Added |
| VCI Wealth Management LLC | 7,507 | $1.73M | 0.48% | +7,507 | New |
| Guardian Capital, LLC | 7,566 | $1.74M | 1.66% | −3,052−28.7% | Reduced |
| Tempus Wealth Planning, LLC | 7,576 | $1.74M | 0.40% | +182+2.5% | Added |
| Garrison Point Advisors, LLC | 7,580 | $1.74M | 0.79% | −150−1.9% | Reduced |
| Concentric Capital Strategies, LP | 7,583 | $1.74M | 0.15% | −17,466−69.7% | Reduced |
| Longfellow Investment Management Co LLC | 7,606 | $1.75M | 0.36% | +2,297+43.3% | Added |
| McRae Capital Management Inc | 7,606 | $1.75M | 0.36% | +50+0.7% | Added |
| Eventide Asset Management, LLC | 7,655 | $1.76M | 0.03% | +888+13.1% | Added |
| Gallo Partners, LP | 7,705 | $1.77M | 3.39% | +7,705 | New |
| AssuredPartners Investment Advisors, LLC | 7,602 | $1.78M | 0.19% | +5,856+335.4% | Added |
| Essex LLC | 7,741 | $1.78M | 0.31% | −149−1.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,762 | $1.78M | 0.02% | −1,995−20.4% | Reduced |
| Legacy Financial Group LLC | 7,803 | $1.79M | 0.23% | −88−1.1% | Reduced |
| Family Legacy Financial Solutions, LLC | 7,788 | $1.80M | 1.46% | +462+6.3% | Added |
| Financial Management, Inc. | 7,834 | $1.80M | 1.69% | +32+0.4% | Added |
| Fiduciary Group LLC | 7,852 | $1.80M | 0.15% | +611+8.4% | Added |
| Westerkirk Capital Inc. | 7,900 | $1.82M | 0.20% | +7,900 | New |
| Chicago Trust Co NA | 7,913 | $1.82M | 0.29% | +4,806+154.7% | Added |
| Cim Investment Mangement Inc | 7,936 | $1.82M | 0.49% | −33−0.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,035 | $1.85M | 0.13% | +57+0.7% | Added |
| Central Bank & Trust Co | 8,039 | $1.85M | 0.29% | −403−4.8% | Reduced |
| One Capital Management, LLC | 8,064 | $1.85M | 0.05% | −895−10.0% | Reduced |
| Wedge Capital Management L L P | 8,099 | $1.86M | 0.03% | −4,707−36.8% | Reduced |
| CX Institutional | 8,108 | $1.86M | 0.06% | −33,584−80.6% | Reduced |
| Gateway Wealth Partners, LLC | 8,135 | $1.87M | 0.07% | +5,341+191.2% | Added |
| Oxbow Advisors, LLC | 8,175 | $1.88M | 0.16% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 8,200 | $1.88M | 0.53% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 8,203 | $1.88M | 0.52% | +8,203 | New |
| Powers Advisory Group, LLC | 8,207 | $1.89M | 0.66% | −89−1.1% | Reduced |
| Welch Group, LLC | 8,216 | $1.89M | 0.07% | −100−1.2% | Reduced |
| Meridian Wealth Management, LLC | 8,223 | $1.89M | 0.07% | +93+1.1% | Added |
| TD Private Client Wealth LLC | 8,226 | $1.89M | 0.04% | +930+12.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 8,236 | $1.89M | 0.05% | −137−1.6% | Reduced |
| Adviser Investments LLC | 8,253 | $1.90M | 0.02% | +372+4.7% | Added |
| Redmond Asset Management, LLC | 8,260 | $1.90M | 0.52% | −48−0.6% | Reduced |
| Quest Investment Management LLC | 8,264 | $1.90M | 0.22% | +4,632+127.5% | Added |
| Nicholson Wealth Management Group, LLC | 8,309 | $1.91M | 1.12% | +8,309 | New |
| Oppenheimer Asset Management Inc. | 8,321 | $1.91M | 0.02% | −145−1.7% | Reduced |
| Waldron Private Wealth LLC | 8,326 | $1.91M | 0.07% | +194+2.4% | Added |
| Trium Capital LLP | 8,367 | $1.92M | 1.40% | +1,289+18.2% | Added |
| Armstrong Advisory Group, Inc | 8,375 | $1.92M | 0.13% | −101−1.2% | Reduced |
| Private Trust Co NA | 8,387 | $1.93M | 0.17% | −342−3.9% | Reduced |
| Fjell Capital, LLC | 8,434 | $1.94M | 1.49% | +473+5.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 8,455 | $1.94M | 1.13% | −285−3.3% | Reduced |
| MBM Wealth Consultants, LLC | 8,487 | $1.95M | 0.45% | −1,115−11.6% | Reduced |
| Truvestments Capital LLC | 8,489 | $1.95M | 0.35% | +6,696+373.5% | Added |
| Werlinich Asset Management, LLC | 8,518 | $1.96M | 0.95% | +3,130+58.1% | Added |
| Evoke Wealth, LLC | 8,552 | $1.97M | 0.04% | +210+2.5% | Added |
| Kovack Advisors, Inc. | 8,560 | $1.97M | 0.11% | −177−2.0% | Reduced |
| InTrack Investment Management Inc | 8,621 | $1.98M | 1.13% | −121−1.4% | Reduced |
| Generali Asset Management SPA SGR | 8,639 | $1.99M | 0.04% | −4,045−31.9% | Reduced |
| Little House Capital LLC | 8,695 | $2.00M | 0.52% | −1,253−12.6% | Reduced |
| Symphony Financial, Ltd. Co. | 8,738 | $2.01M | 0.27% | +1,024+13.3% | Added |
| Kathmere Capital Management, LLC | 8,736 | $2.01M | 0.12% | −191−2.1% | Reduced |
| RDA Financial Network | 8,751 | $2.01M | 0.50% | +497+6.0% | Added |
| LGT Group Foundation | 8,780 | $2.02M | 0.02% | −691−7.3% | Reduced |
| Fayez Sarofim & Co | 8,799 | $2.02M | 0.01% | −100−1.1% | Reduced |
| Capital & Planning, LLC | 8,805 | $2.02M | 1.23% | +8,805 | New |
| Baker Ellis Asset Management LLC | 8,806 | $2.02M | 0.24% | −50−0.6% | Reduced |
| Aprio Wealth Management, LLC | 8,811 | $2.02M | 0.11% | +2,278+34.9% | Added |
| Gryphon Financial Partners LLC | 8,880 | $2.04M | 0.21% | +377+4.4% | Added |
| Aspen Investment Management Inc | 8,889 | $2.04M | 0.63% | +30+0.3% | Added |
| Brighton Jones LLC | 8,902 | $2.05M | 0.05% | +8,902 | New |
| Hudson Canyon Capital Management | 8,907 | $2.05M | 1.25% | +176+2.0% | Added |
| Mitchell Sinkler & Starr | 8,955 | $2.06M | 0.95% | −125−1.4% | Reduced |
| Nwam LLC | 8,962 | $2.06M | 0.12% | +28+0.3% | Added |
| Blue Sparrow, LLC | 9,040 | $2.08M | 0.04% | +9,040 | New |
| Hanson & Doremus Investment Management | 9,055 | $2.08M | 0.24% | +6,696+283.8% | Added |
| Institute for Wealth Management, LLC. | 9,057 | $2.08M | 0.22% | +6+0.1% | Added |
| JGP Wealth Management, LLC | 9,080 | $2.09M | 0.22% | +161+1.8% | Added |
| Great Valley Advisor Group, Inc. | 9,144 | $2.10M | 0.04% | −355−3.7% | Reduced |
| Ausdal Financial Partners, Inc. | 9,153 | $2.10M | 0.09% | +1,224+15.4% | Added |
| Lederer & Associates Investment Counsel | 9,206 | $2.12M | 1.50% | +10+0.1% | Added |
| Patrick M Sweeney & Associates, Inc | 9,238 | $2.12M | 1.36% | −40.0% | Reduced |
| Mainstay Capital Management LLC | 9,270 | $2.13M | 0.16% | +25+0.3% | Added |
| Tandem Capital Management Corp | 9,286 | $2.13M | 1.07% | −25−0.3% | Reduced |
| Norden Group LLC | 9,296 | $2.14M | 0.21% | +74+0.8% | Added |
| Cohen Klingenstein LLC | 9,300 | $2.14M | 0.07% | 00.0% | Unchanged |
| Adirondack Trust Co | 9,305 | $2.14M | 0.72% | −115−1.2% | Reduced |
| Oak Thistle LLC | 9,330 | $2.14M | 0.21% | +2,689+40.5% | Added |
| Columbia Asset Management | 9,335 | $2.15M | 0.41% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 9,360 | $2.15M | 0.38% | +9,360 | New |
| NVWM, LLC | 9,395 | $2.16M | 0.48% | +10+0.1% | Added |
| Kavar Capital Partners Group, LLC | 9,404 | $2.16M | 0.27% | −146−1.5% | Reduced |