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 |
|---|---|---|---|---|---|
| Alessandra Capital Management, LLC | 1,400 | $321.7K | 0.27% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,401 | $321.9K | 0.20% | −41−2.8% | Reduced |
| Quadrature Capital Ltd | 1,404 | $322.6K | 0.00% | +1,404 | New |
| Zacks Investment Management | 1,404 | $322.7K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,405 | $323.0K | 0.10% | +34+2.5% | Added |
| Summit Asset Management, LLC | 1,406 | $323.1K | 0.04% | 00.0% | Unchanged |
| Cadia Private Client LLC | 1,408 | $323.6K | 0.26% | +5+0.4% | Added |
| TFC Financial Management | 1,409 | $323.8K | 0.04% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,410 | $324.1K | 0.04% | −80−5.4% | Reduced |
| Carnegie Lake Advisors LLC | 1,412 | $324.5K | 0.13% | 00.0% | Unchanged |
| First Interstate Bank | 1,415 | $325.2K | 0.02% | +1,415 | New |
| Essex Savings Bank | 1,417 | $325.6K | 0.07% | −7−0.5% | Reduced |
| Cornerstone Wealth Group, LLC | 1,459 | $325.9K | 0.02% | +322+28.3% | Added |
| Enterprise Financial Services Corp | 1,420 | $326.3K | 0.17% | +330+30.3% | Added |
| Harbour Trust & Investment Management Co | 1,420 | $326.3K | 0.03% | −2,700−65.5% | Reduced |
| Bangor Savings Bank | 1,420 | $326.3K | 0.03% | −7−0.5% | Reduced |
| SPWM Advisors LLC | 1,507 | $327.9K | 0.28% | −43−2.8% | Reduced |
| Powell Investment Advisors, LLC | 1,427 | $327.9K | 0.11% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,427 | $327.9K | 0.08% | +71+5.2% | Added |
| Optimize Financial Inc | 1,427 | $327.9K | 0.16% | +1,427 | New |
| Evelyn Partners Investment Management Services Ltd | 1,428 | $328.1K | 0.04% | +440+44.5% | Added |
| Marin Bay Wealth Advisors, LLC | 2,850 | $330.1K | 0.20% | +1,460+105.0% | Added |
| Uhlmann Price Securities, LLC | 1,441 | $330.4K | 0.02% | +147+11.4% | Added |
| D.B. Root & Company, LLC | 1,440 | $330.9K | 0.08% | −70−4.6% | Reduced |
| Zhang Financial LLC | 1,440 | $331.0K | 0.01% | −41−2.8% | Reduced |
| 71 West Capital Partners | 1,441 | $331.1K | 0.01% | +245+20.5% | Added |
| Blossom Wealth Management | 1,442 | $331.4K | 0.49% | −160−10.0% | Reduced |
| Rockland Trust Co | 1,444 | $331.8K | 0.01% | −50−3.3% | Reduced |
| Encompass More Asset Management | 1,446 | $332.4K | 0.06% | +1,446 | New |
| Quent Capital, LLC | 1,447 | $332.5K | 0.02% | +159+12.3% | Added |
| Ticino Wealth | 1,329 | $332.9K | 0.12% | +1,329 | New |
| First Hawaiian Bank | 1,450 | $333.2K | 0.05% | 00.0% | Unchanged |
| Decision Investments, Inc | 1,450 | $333.2K | 0.38% | 00.0% | Unchanged |
| Plancorp, LLC | 1,457 | $334.3K | 0.01% | +29+2.0% | Added |
| Pinnacle Bancorp, Inc. | 1,455 | $334.3K | 0.10% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 1,456 | $334.6K | 0.17% | +18+1.3% | Added |
| Winthrop Advisory Group LLC | 1,458 | $334.9K | 0.03% | −20−1.4% | Reduced |
| Strategic Financial Services, Inc, | 1,459 | $335.3K | 0.02% | +44+3.1% | Added |
| Argyle Capital Partners, LLC | 1,463 | $336.2K | 0.24% | 00.0% | Unchanged |
| Westmount Partners, LLC | 1,469 | $337.6K | 0.08% | +5+0.3% | Added |
| Kera Capital Partners, Inc. | 1,471 | $338.0K | 0.04% | +553+60.2% | Added |
| Rossby Financial, LCC | 1,464 | $338.1K | 0.07% | +398+37.3% | Added |
| PKS Advisory Services, LLC | 1,472 | $338.2K | 0.08% | +126+9.4% | Added |
| Grandfield & Dodd, LLC | 1,475 | $338.9K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,478 | $339.6K | 0.12% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 1,478 | $339.6K | 0.06% | +1,478 | New |
| Creative Financial Designs Inc | 1,479 | $339.9K | 0.02% | +25+1.7% | Added |
| Bank of Stockton | 1,480 | $340.1K | 0.11% | −176−10.6% | Reduced |
| Auxier Asset Management | 1,480 | $340.1K | 0.05% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,482 | $340.6K | 0.02% | −11−0.7% | Reduced |
| Bluesphere Advisors, LLC | 1,484 | $341.0K | 0.12% | +1,484 | New |
| ABS Direct Equity Fund LLC | 1,500 | $341.8K | 0.26% | +1,500 | New |
| Grove Street Fiduciary, LLC | 1,489 | $342.2K | 0.15% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,489 | $342.2K | 0.04% | +473+46.6% | Added |
| Drake & Associates, LLC | 1,491 | $342.6K | 0.07% | −347−18.9% | Reduced |
| Bolthouse Investments, LLC | 1,496 | $343.8K | 0.31% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 1,497 | $344.1K | 0.02% | +212+16.5% | Added |
| Clear Trail Advisors, LLC | 1,500 | $344.7K | 0.06% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 1,507 | $346.3K | 0.01% | +88+6.2% | Added |
| Icon Wealth Advisors, LLC | 1,505 | $346.6K | 0.02% | +1,505 | New |
| Cahill Financial Advisors Inc | 1,511 | $347.2K | 0.04% | +119+8.5% | Added |
| Northwest Wealth Management, LLC | 1,514 | $347.9K | 0.05% | +9+0.6% | Added |
| Operose Advisors LLC | 1,516 | $348.4K | 0.08% | +143+10.4% | Added |
| ARS Wealth Advisors Group, LLC | 1,516 | $348.4K | 0.03% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 1,520 | $349.3K | 0.05% | +73+5.0% | Added |
| BlackDiamond Wealth Management Inc. | 1,521 | $349.5K | 0.17% | +15+1.0% | Added |
| Hager Investment Management Services, LLC | 1,527 | $350.9K | 0.19% | −25−1.6% | Reduced |
| Global Financial Private Client, LLC | 1,530 | $351.6K | 0.12% | +63+4.3% | Added |
| Linscomb & Williams, Inc. | 1,531 | $351.8K | 0.02% | −2,817−64.8% | Reduced |
| Indivisible Partners | 1,531 | $351.8K | 0.03% | +197+14.8% | Added |
| WealthPlan Investment Management, LLC | 1,533 | $352.2K | 0.02% | +267+21.1% | Added |
| Balboa Wealth Partners | 1,546 | $355.2K | 0.06% | −55−3.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,547 | $355.6K | 0.05% | −183−10.6% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,550 | $356.0K | 0.24% | −30−1.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 1,549 | $356.0K | 0.05% | +1+0.1% | Added |
| LMG Wealth Partners, LLC | 1,551 | $356.4K | 0.06% | +5+0.3% | Added |
| Beacon Investment Advisors LLC | 1,554 | $357.0K | 0.13% | +19+1.2% | Added |
| Dunhill Financial, LLC | 1,555 | $357.5K | 0.08% | +74+5.0% | Added |
| Total Clarity Wealth Management, Inc. | 1,557 | $357.8K | 0.08% | +48+3.2% | Added |
| Kovitz Investment Group Partners, LLC | 1,560 | $358.7K | 0.01% | +174+12.6% | Added |
| Sunflower Bank, N.A. | 1,564 | $359.4K | 0.09% | +11+0.7% | Added |
| WSFS Capital Management, LLC | 1,570 | $360.9K | 0.02% | −206−11.6% | Reduced |
| Tennessee Valley Asset Management Partners | 1,572 | $361.2K | 0.05% | +7+0.4% | Added |
| D'Orazio & Associates, Inc. | 1,572 | $361.3K | 0.05% | +76+5.1% | Added |
| Mindset Wealth Management, LLC | 1,573 | $361.5K | 0.10% | +306+24.2% | Added |
| AIA Group Ltd | 1,574 | $361.7K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,577 | $362.4K | 0.02% | +1,577 | New |
| Ballast Advisors LLC | 1,579 | $362.8K | 0.11% | 00.0% | Unchanged |
| GTS Securities LLC | 1,579 | $362.8K | 0.01% | −1,375−46.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,582 | $363.6K | 0.12% | +132+9.1% | Added |
| Advisory Resource Group | 1,589 | $365.1K | 0.06% | +27+1.7% | Added |
| Cheviot Value Management, LLC | 1,592 | $365.8K | 0.04% | −10−0.6% | Reduced |
| Bravera Wealth | 1,594 | $366.3K | 0.16% | −30−1.8% | Reduced |
| Stonebridge Capital Advisors LLC | 1,601 | $367.9K | 0.03% | +1,601 | New |
| Triad Wealth Partners, LLC | 1,602 | $368.2K | 0.03% | +92+6.1% | Added |
| Sbe LLC Dba Cedar Cove Wealth Partners | 1,603 | $368.3K | 0.19% | −184−10.3% | Reduced |
| Carret Asset Management, LLC | 1,607 | $369.4K | 0.04% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 1,609 | $369.7K | 0.19% | −17−1.0% | Reduced |
| Arvest Bank Trust Division | 1,610 | $370.0K | 0.02% | −20−1.2% | Reduced |
| JFS Wealth Advisors, LLC | 1,612 | $370.3K | 0.02% | −78−4.6% | Reduced |