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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,378 | $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 |
|---|---|---|---|---|---|
| WPG Advisers, LLC | 269 | $61.8K | 0.05% | −96−26.3% | Reduced |
| Avion Wealth | 273 | $62.0K | 0.01% | +16+6.2% | Added |
| CoreFirst Bank & Trust | 275 | $63.2K | 0.03% | −45−14.1% | Reduced |
| Kemnay Advisory Services Inc. | 276 | $63.4K | 0.01% | +116+72.5% | Added |
| TD Capital Management LLC | 280 | $64.3K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 284 | $65.3K | 0.03% | −6−2.1% | Reduced |
| Morse Asset Management, Inc | 290 | $66.6K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 290 | $66.6K | 0.01% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 290 | $66.6K | 0.04% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 291 | $67.1K | 0.02% | −127−30.4% | Reduced |
| Burk Holdings LLC | 294 | $67.6K | 0.03% | +294 | New |
| Scarborough Advisors, LLC | 299 | $68.6K | 0.01% | +30+11.2% | Added |
| Ramirez Asset Management, Inc. | 300 | $68.9K | 0.01% | −500−62.5% | Reduced |
| Thompson Investment Management, Inc. | 300 | $68.9K | 0.01% | −14−4.5% | Reduced |
| Bollard Group LLC | 299 | $69.0K | 0.00% | +1+0.3% | Added |
| Albion Financial Group | 304 | $69.9K | 0.00% | +100+49.0% | Added |
| Global Trust Asset Management, LLC | 312 | $71.7K | 0.03% | −83−21.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 313 | $72.2K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 316 | $72.8K | 0.01% | +77+32.2% | Added |
| Sarver Vrooman Wealth Advisors | 317 | $72.8K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 322 | $74.0K | 0.00% | −9−2.7% | Reduced |
| Tower View Investment Management & Research LLC | 323 | $74.2K | 0.04% | +1+0.3% | Added |
| Sankala Group LLC | 331 | $75.5K | 0.06% | 00.0% | Unchanged |
| Quarry LP | 332 | $76.3K | 0.02% | +9+2.8% | Added |
| Oddo BHF Asset Management SAS | 340 | $76.5K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 340 | $78.1K | 0.05% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 343 | $78.8K | 0.01% | −920−72.8% | Reduced |
| Opal Wealth Advisors, LLC | 343 | $78.8K | 0.02% | +343 | New |
| Pin Oak Investment Advisors Inc | 345 | $79.0K | 0.06% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 347 | $79.7K | 0.03% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 352 | $80.9K | 0.06% | +94+36.4% | Added |
| True Wealth Design, LLC | 353 | $81.1K | 0.02% | +132+59.7% | Added |
| Itau Unibanco Holding S.A. | 359 | $82.5K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 375 | $83.6K | 0.05% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 364 | $83.6K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 370 | $85.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 387 | $89.0K | 0.06% | +15+4.0% | Added |
| Valued Wealth Advisors LLC | 391 | $89.8K | 0.04% | +35+9.8% | Added |
| Align Financial, LLC | 392 | $90.1K | 0.05% | −85,734−99.5% | Reduced |
| True Link Financial Advisors, LLC | 392 | $90.1K | 0.01% | +392 | New |
| Park Place Capital Corp | 394 | $90.5K | 0.02% | +346+720.8% | Added |
| Vestor Capital, LLC | 395 | $91.0K | 0.01% | −4,005−91.0% | Reduced |
| Westside Investment Management, Inc. | 391 | $91.5K | 0.01% | −60−13.3% | Reduced |
| TrustBank | 400 | $91.9K | 0.04% | −10−2.4% | Reduced |
| Investors Research Corp | 400 | $91.9K | 0.02% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 400 | $91.9K | 0.09% | +400 | New |
| CNB Bank | 419 | $96.3K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 420 | $96.5K | 0.04% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 431 | $96.6K | 0.04% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 422 | $97.0K | 0.03% | −132−23.8% | Reduced |
| Cedar Mountain Advisors, LLC | 425 | $97.6K | 0.02% | +1+0.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 426 | $97.8K | 0.03% | +2+0.5% | Added |
| Activest Wealth Management | 436 | $100.1K | 0.02% | −88−16.8% | Reduced |
| Estabrook Capital Management | 437 | $100.4K | 0.01% | +6+1.4% | Added |
| DAGCO, Inc. | 438 | $100.6K | 0.02% | +2+0.5% | Added |
| Owl Creek Wealth Partners LLC | 439 | $100.9K | 0.04% | +439 | New |
| Wealth Enhancement Trust Services, Inc. | 441 | $101.3K | 0.01% | −18−3.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 450 | $103.0K | 0.00% | +450 | New |
| Citizens National Bank Trust Department | 450 | $103.4K | 0.02% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 451 | $103.6K | 0.10% | −177−28.2% | Reduced |
| Triumph Capital Management | 467 | $107.4K | 0.02% | −56−10.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 470 | $108.0K | 0.04% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 485 | $111.4K | 0.02% | +45+10.2% | Added |
| IMA Wealth, Inc. | 489 | $112.4K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 491 | $112.8K | 0.14% | +2+0.4% | Added |
| Pacifica Partners Inc. | 493 | $113.3K | 0.04% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 494 | $113.5K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 495 | $113.8K | 0.03% | +32+6.9% | Added |
| Kentucky Trust Co | 500 | $114.9K | 0.06% | 00.0% | Unchanged |
| Napier Financial, LLC | 506 | $116.3K | 0.03% | +506 | New |
| Key Financial Inc | 513 | $117.9K | 0.02% | +133+35.0% | Added |
| Global Wealth Strategies & Associates | 514 | $118.1K | 0.03% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 515 | $118.3K | 0.07% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 520 | $119.5K | 0.01% | +97+22.9% | Added |
| Bayban | 533 | $122.5K | 0.11% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 533 | $125.5K | 0.17% | −137−20.4% | Reduced |
| Richardson Financial Services Inc. | 562 | $129.2K | 0.08% | +90+19.1% | Added |
| Cornerstone National Bank & Trust Co | 578 | $133.5K | 0.05% | −29−4.8% | Reduced |
| IMG Wealth Management, Inc. | 586 | $134.7K | 0.09% | +15+2.6% | Added |
| Deseret Mutual Benefit Administrators | 589 | $135.3K | 0.05% | −187−24.1% | Reduced |
| Tradewinds Capital Management, LLC | 606 | $139.3K | 0.03% | 00.0% | Unchanged |
| Peterson Wealth Management | 609 | $139.8K | 0.08% | +609 | New |
| Wall Street Financial Group, Inc. | 611 | $140.4K | 0.08% | +611 | New |
| Gen-Wealth Partners Inc | 635 | $145.9K | 0.05% | −332−34.3% | Reduced |
| Strategic Investment Solutions, Inc. | 658 | $151.2K | 0.04% | −25−3.7% | Reduced |
| Mascoma Wealth Management LLC | 665 | $152.8K | 0.03% | 00.0% | Unchanged |
| High Note Wealth, LLC | 668 | $153.5K | 0.03% | +18+2.8% | Added |
| GGM Financials LLC | 677 | $155.5K | 0.07% | +677 | New |
| First Community Trust NA | 700 | $160.9K | 0.12% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 700 | $160.9K | 0.07% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 708 | $162.8K | 0.12% | +708 | New |
| Avalon Trust Co | 711 | $163.4K | 0.01% | +211+42.2% | Added |
| Sound Income Strategies, LLC | 713 | $164.7K | 0.01% | +48+7.2% | Added |
| Hughes Financial Services, LLC | 720 | $165.6K | 0.03% | +7+1.0% | Added |
| Asset Dedication, LLC | 732 | $168.3K | 0.01% | −70−8.7% | Reduced |
| Walleye Capital LLC | 736 | $169.1K | 0.00% | −29,369−97.6% | Reduced |
| Clean Yield Group | 751 | $172.6K | 0.05% | −50−6.2% | Reduced |
| GW&K Investment Management, LLC | 751 | $173.0K | 0.00% | +2+0.3% | Added |
| Ameriflex Group, Inc. | 769 | $176.7K | 0.09% | +2+0.3% | Added |
| Granite FO LLC | 770 | $176.9K | 0.10% | 00.0% | Unchanged |