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 |
|---|---|---|---|---|---|
| Diversified Enterprises, LLC | 1,616 | $371.4K | 0.02% | +238+17.3% | Added |
| United Advisor Group, LLC | 1,619 | $372.1K | 0.05% | +36+2.3% | Added |
| Corient IA LLC | 1,620 | $372.3K | 0.35% | −380−19.0% | Reduced |
| Orographic Financial Advisors, LLC | 1,625 | $373.0K | 0.26% | +1,625 | New |
| Stockman Wealth Management, Inc. | 1,625 | $373.4K | 0.04% | −8−0.5% | Reduced |
| Amplius Wealth Advisors, LLC | 1,625 | $373.4K | 0.03% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 1,625 | $373.4K | 0.12% | +1,625 | New |
| Investment Advisory Group, LLC | 1,626 | $373.6K | 0.09% | +14+0.9% | Added |
| Signature Estate & Investment Advisors LLC | 1,626 | $373.7K | 0.01% | +132+8.8% | Added |
| Tilia Fiduciary Partners, Inc. | 1,628 | $374.1K | 0.21% | +82+5.3% | Added |
| Capital Performance Advisors LLP | 1,629 | $374.3K | 0.03% | +214+15.1% | Added |
| Qtron Investments LLC | 1,629 | $374.3K | 0.05% | −600−26.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,632 | $375.1K | 0.03% | +260+19.0% | Added |
| Dogwood Wealth Management LLC | 1,634 | $375.5K | 0.16% | −734−31.0% | Reduced |
| NFP Retirement, Inc. | 1,634 | $375.6K | 0.02% | +8+0.5% | Added |
| Broadway Wealth Solutions, Inc. | 1,638 | $376.3K | 0.19% | +50+3.1% | Added |
| Foster Group, Inc. | 1,642 | $377.3K | 0.01% | +69+4.4% | Added |
| Alpha Zero LLC | 1,642 | $377.3K | 0.19% | +409+33.2% | Added |
| Chesapeake Wealth Management | 1,644 | $377.8K | 0.12% | +365+28.5% | Added |
| Bannerman Wealth Management Group, LLC | 1,647 | $378.5K | 0.26% | +37+2.3% | Added |
| Leelyn Smith, LLC | 1,654 | $380.0K | 0.05% | +1+0.1% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 1,700 | $380.7K | 0.29% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,659 | $381.2K | 0.03% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,663 | $382.1K | 0.03% | −3−0.2% | Reduced |
| Sacks & Associates, LLC | 1,674 | $384.7K | 0.29% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,675 | $384.9K | 0.00% | −488−22.6% | Reduced |
| Legacy Financial Advisors, Inc. | 1,677 | $385.4K | 0.05% | +5+0.3% | Added |
| O'Rourke & Company, Inc | 1,678 | $385.6K | 0.15% | +4+0.2% | Added |
| Old North State Trust, LLC | 1,678 | $386.0K | 0.23% | −179−9.6% | Reduced |
| B&L Asset Management LLC | 1,680 | $386.0K | 0.17% | +356+26.9% | Added |
| Aspiriant, LLC | 1,682 | $386.5K | 0.01% | −330−16.4% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $387.0K | 0.17% | 0 | Unchanged |
| Penobscot Investment Management Company, Inc. | 1,684 | $387.0K | 0.03% | 00.0% | Unchanged |
| STAR Financial Bank | 1,691 | $388.6K | 0.18% | −50−2.9% | Reduced |
| Manchester Capital Management LLC | 1,697 | $390.0K | 0.06% | +7+0.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,702 | $390.5K | 0.00% | +274+19.2% | Added |
| Biltmore Family Office, LLC | 1,700 | $390.5K | 0.05% | 00.0% | Unchanged |
| Philadelphia Trust Co | 1,700 | $391.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,705 | $391.8K | 0.04% | +99+6.2% | Added |
| KWB Wealth | 1,784 | $392.0K | 0.04% | −1,275−41.7% | Reduced |
| Heritage Trust Co | 1,706 | $392.0K | 0.04% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,716 | $394.3K | 0.14% | −8−0.5% | Reduced |
| NBT Bank N A | 1,720 | $395.2K | 0.03% | −173−9.1% | Reduced |
| Wimmer Associates 1, LLC | 1,720 | $395.3K | 0.19% | +45+2.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,720 | $395.3K | 0.02% | −202−10.5% | Reduced |
| Crews Bank & Trust | 1,721 | $395.5K | 0.06% | −86−4.8% | Reduced |
| RiverFront Investment Group, LLC | 1,727 | $396.8K | 0.01% | +106+6.5% | Added |
| Forest Hill Capital, LLC | 1,730 | $397.5K | 0.26% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,734 | $398.5K | 0.06% | −61−3.4% | Reduced |
| Canopy Partners, LLC | 1,735 | $398.7K | 0.14% | −145−7.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,737 | $399.1K | 0.03% | −191−9.9% | Reduced |
| First County Bank | 1,742 | $400.3K | 0.21% | +8+0.5% | Added |
| Viawealth, LLC | 1,748 | $401.7K | 0.22% | +13+0.7% | Added |
| Silverlake Wealth Management LLC | 1,749 | $402.0K | 0.08% | −399−18.6% | Reduced |
| Perennial Investment Advisors, LLC | 1,749 | $402.1K | 0.03% | +41+2.4% | Added |
| Optas, LLC | 1,756 | $403.5K | 0.06% | +446+34.0% | Added |
| Peoples Financial Services Corp. | 1,761 | $404.7K | 0.19% | −20−1.1% | Reduced |
| Alpha Capital Advisors Inc | 1,762 | $405.0K | 0.39% | 00.0% | Unchanged |
| TRB Wealth Management, LLC | 1,769 | $406.5K | 0.06% | +1,769 | New |
| Archford Capital Strategies, LLC | 1,770 | $406.7K | 0.05% | +69+4.1% | Added |
| City State Bank | 1,774 | $407.6K | 0.11% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,775 | $407.8K | 0.04% | +55+3.2% | Added |
| Meridian Wealth Advisors, LLC | 1,777 | $408.4K | 0.05% | +17+1.0% | Added |
| Flagship Wealth Advisors, LLC | 1,785 | $408.6K | 0.18% | −121−6.3% | Reduced |
| LRI Investments, LLC | 1,778 | $408.6K | 0.04% | +200+12.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,778 | $408.7K | 0.02% | +1,778 | New |
| Maple Capital Management, Inc. | 1,783 | $409.7K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,788 | $411.0K | 0.08% | −72−3.9% | Reduced |
| Heritage Wealth Advisors | 1,790 | $411.3K | 0.02% | +340+23.4% | Added |
| Prestige Wealth Management Group LLC | 1,794 | $412.3K | 0.08% | −34−1.9% | Reduced |
| First Western Trust Bank | 1,805 | $414.8K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,807 | $415.2K | 0.02% | +100+5.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,850 | $415.4K | 0.22% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,808 | $415.4K | 0.05% | +505+38.8% | Added |
| StoneX Group Inc. | 1,812 | $416.4K | 0.02% | +221+13.9% | Added |
| Dala Group, LLC | 1,813 | $416.5K | 0.35% | −518−22.2% | Reduced |
| Bragg Financial Advisors, Inc | 1,815 | $417.1K | 0.01% | +234+14.8% | Added |
| Synergy Financial Group, LTD | 1,817 | $417.6K | 0.31% | −26−1.4% | Reduced |
| TSG Advice Partners, LLC | 1,819 | $418.0K | 0.06% | +64+3.6% | Added |
| Oslo Pensjonsforsikring AS | 1,824 | $419.1K | 0.07% | +1,824 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,824 | $419.1K | 0.01% | +207+12.8% | Added |
| Dumont & Blake Investment Advisors LLC | 1,827 | $419.8K | 0.11% | −25−1.3% | Reduced |
| Ocean Capital Management, LLC | 1,832 | $421.0K | 0.09% | −77−4.0% | Reduced |
| Holderness Investments Co | 1,833 | $421.2K | 0.08% | 00.0% | Unchanged |
| Ponta Wealth Partners, LLC | 1,834 | $421.4K | 0.34% | +106+6.1% | Added |
| SkyOak Wealth, LLC | 1,836 | $421.9K | 0.08% | 00.0% | Unchanged |
| South Shore Capital Advisors | 1,836 | $422.0K | 0.31% | +109+6.3% | Added |
| Resolute Wealth Strategies, LLC | 1,837 | $422.1K | 0.18% | +21+1.2% | Added |
| SlateStone Wealth, LLC | 1,845 | $424.0K | 0.03% | −140−7.1% | Reduced |
| Ifrah Financial Services, Inc. | 1,849 | $424.8K | 0.11% | −51−2.7% | Reduced |
| Southland Equity Partners LLC | 1,849 | $424.9K | 0.08% | +64+3.6% | Added |
| Crawford Investment Counsel Inc | 1,851 | $425.3K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,852 | $425.6K | 0.12% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,853 | $425.9K | 0.22% | −40−2.1% | Reduced |
| Diligent Investors, LLC | 1,857 | $426.8K | 0.11% | −84−4.3% | Reduced |
| Vista Investment Partners II, LLC | 1,858 | $426.9K | 0.19% | −50−2.6% | Reduced |
| Evelyn Partners Investment Management LLP | 1,860 | $427.4K | 0.01% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 1,865 | $428.6K | 0.04% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 1,865 | $428.6K | 0.05% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 1,867 | $429.0K | 0.29% | −150−7.4% | Reduced |