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 |
|---|---|---|---|---|---|
| Premier Path Wealth Partners, LLC | 1,868 | $429.3K | 0.06% | +605+47.9% | Added |
| bLong Financial, LLC | 1,871 | $429.9K | 0.33% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 1,862 | $430.2K | 0.10% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 1,874 | $430.6K | 0.13% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 1,874 | $430.6K | 0.01% | +615+48.8% | Added |
| Legacy Advisors, LLC | 1,876 | $431.1K | 0.05% | −266−12.4% | Reduced |
| McAdam, LLC | 1,877 | $431.3K | 0.02% | +92+5.2% | Added |
| AlphaGrep UK Ltd | 1,880 | $432.0K | 0.13% | +1,880 | New |
| Portfolio Design Labs, LLC | 1,885 | $433.2K | 0.08% | +1,885 | New |
| MBA Advisors LLC | 1,885 | $433.2K | 0.17% | +83+4.6% | Added |
| Sterling Investment Advisors, Ltd. | 1,890 | $434.2K | 0.08% | +2+0.1% | Added |
| Sawgrass Asset Management LLC | 1,895 | $435.5K | 0.07% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,899 | $436.4K | 0.04% | −165−8.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,904 | $437.5K | 0.04% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 1,919 | $441.0K | 0.01% | +2+0.1% | Added |
| Berkeley Capital Partners, LLC | 1,921 | $441.4K | 0.10% | +177+10.1% | Added |
| CM Wealth Advisors LLC | 1,921 | $441.4K | 0.09% | −59−3.0% | Reduced |
| HORAN Wealth, LLC | 1,921 | $441.4K | 0.04% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 1,926 | $442.5K | 0.07% | +4+0.2% | Added |
| Quaker Wealth Management, LLC | 1,928 | $443.0K | 0.14% | +4+0.2% | Added |
| First Nebraska Trust Co | 1,933 | $444.2K | 0.04% | −50−2.5% | Reduced |
| OpenArc Corporate Advisory, LLC | 1,938 | $445.3K | 0.01% | +523+37.0% | Added |
| Group One Trading, L.P. | 1,941 | $446.0K | 0.01% | −2,334−54.6% | Reduced |
| RW Investment Management LLC | 1,945 | $446.9K | 0.04% | +1,945 | New |
| Green Ridge Wealth Planning LLC | 1,946 | $447.2K | 0.24% | +1+0.1% | Added |
| Red Wave Investments LLC | 1,947 | $447.5K | 0.13% | 00.0% | Unchanged |
| Old West Investment Management, LLC | 1,952 | $448.6K | 0.05% | 00.0% | Unchanged |
| XY Planning Network, Inc. | 1,942 | $448.6K | 0.07% | +5+0.3% | Added |
| Petix & Botte Co | 982 | $451.3K | 0.10% | −982−50.0% | Reduced |
| Berkshire Bank | 1,965 | $451.5K | 0.09% | −49−2.4% | Reduced |
| Advyzon Investment Management, LLC | 1,966 | $451.7K | 0.04% | +110+5.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,968 | $452.0K | 0.12% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,975 | $453.8K | 0.05% | +435+28.2% | Added |
| Ledyard National Bank | 1,976 | $454.1K | 0.04% | −99−4.8% | Reduced |
| Davidson Trust Co | 1,976 | $454.1K | 0.20% | +772+64.1% | Added |
| Tyche Wealth Partners LLC | 1,978 | $454.6K | 0.07% | +41+2.1% | Added |
| Baker Boyer National Bank | 1,979 | $454.8K | 0.14% | −10−0.5% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,981 | $455.0K | 0.05% | +2+0.1% | Added |
| Whelan Financial | 1,985 | $456.1K | 0.14% | +66+3.4% | Added |
| Trustmark National Bank Trust Department | 1,986 | $456.4K | 0.03% | +391+24.5% | Added |
| Notis-McConarty Edward | 1,990 | $457.3K | 0.23% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,992 | $457.7K | 0.06% | −53−2.6% | Reduced |
| Resurgent Financial Advisors LLC | 1,997 | $458.9K | 0.17% | +1,997 | New |
| Gibson Wealth Advisors LLC | 2,000 | $459.6K | 0.31% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $459.6K | 0.38% | – | – |
| Canandaigua National Corp | 2,002 | $460.0K | 0.04% | +2,002 | New |
| MFA Wealth Services | 2,004 | $460.4K | 0.30% | +132+7.1% | Added |
| Sompo Asset Management Co., Ltd. | 2,020 | $464.2K | 0.09% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,022 | $464.6K | 0.03% | −91−4.3% | Reduced |
| Lakeshore Financial Planning, Inc. | 2,029 | $466.4K | 0.17% | −10.0% | Reduced |
| Herold Advisors, Inc. | 2,036 | $467.9K | 0.10% | −30−1.5% | Reduced |
| Allegheny Financial Group LTD | 2,041 | $469.2K | 0.06% | +19+0.9% | Added |
| Cambria Investment Management, L.P. | 2,043 | $469.5K | 0.03% | +2,043 | New |
| Courier Capital LLC | 2,044 | $469.7K | 0.03% | +12+0.6% | Added |
| Baring Financial LLC | 2,044 | $469.8K | 0.29% | +2+0.1% | Added |
| Beck Mack & Oliver LLC | 2,048 | $470.6K | 0.01% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 2,040 | $471.9K | 0.03% | −26−1.3% | Reduced |
| Beta Wealth Group, Inc. | 2,061 | $473.6K | 0.20% | −378−15.5% | Reduced |
| Kingdom Financial Group LLC. | 2,063 | $474.1K | 0.14% | −493−19.3% | Reduced |
| Lloyd Advisory Services, LLC. | 2,063 | $474.1K | 0.14% | +2,048+13,653.3% | Added |
| Quotient Wealth Partners, LLC | 2,065 | $474.5K | 0.01% | −305−12.9% | Reduced |
| Private Wealth Asset Management, LLC | 2,067 | $475.0K | 0.05% | −97−4.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,068 | $475.2K | 0.03% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 2,077 | $477.3K | 0.15% | −48−2.3% | Reduced |
| American Institute for Advanced Investment Management, LLP | 2,080 | $478.0K | 0.31% | −125−5.7% | Reduced |
| Wealth Management Partners, LLC | 2,081 | $478.2K | 0.14% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 2,082 | $478.4K | 0.08% | +731+54.1% | Added |
| Johnson Bixby & Associates, LLC | 2,083 | $478.7K | 0.06% | +83+4.2% | Added |
| Severin Investments, LLC | 2,086 | $479.4K | 0.41% | +77+3.8% | Added |
| S Harris Financial Group, LLC | 2,087 | $479.6K | 0.44% | +523+33.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 2,090 | $480.3K | 0.04% | +508+32.1% | Added |
| Alaethes Wealth LLC | 2,093 | $480.9K | 0.14% | −481−18.7% | Reduced |
| Reliant Investment Partners, LLC | 2,093 | $480.9K | 0.40% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,100 | $482.6K | 0.26% | 00.0% | Unchanged |
| Hartree Partners, LP | 2,100 | $482.6K | 0.10% | +2,100 | New |
| Nautilus Advisors LLC | 2,103 | $483.2K | 0.33% | −7−0.3% | Reduced |
| Evolve Private Wealth, LLC | 2,110 | $484.8K | 0.03% | +654+44.9% | Added |
| MPS Loria Financial Planners, LLC | 2,112 | $485.3K | 0.13% | +7+0.3% | Added |
| VSM Wealth Advisory, LLC | 2,115 | $485.9K | 0.15% | −34−1.6% | Reduced |
| Texas Yale Capital Corp. | 2,117 | $486.5K | 0.01% | +152+7.7% | Added |
| Capital Management Associates, Inc | 2,143 | $492.4K | 0.11% | −376−14.9% | Reduced |
| JT Stratford LLC | 2,151 | $494.3K | 0.06% | +21+1.0% | Added |
| Henderson Brothers Financial Partners, LLC | 2,155 | $495.3K | 0.13% | +2,155 | New |
| J. Safra Sarasin Holding AG | 2,161 | $496.6K | 0.01% | +144+7.1% | Added |
| Resonant Capital Advisors, LLC | 2,165 | $497.5K | 0.03% | +10.0% | Added |
| Stratos Wealth Advisors, LLC | 2,166 | $497.8K | 0.03% | −184−7.8% | Reduced |
| L2 Asset Management, LLC | 2,168 | $498.2K | 0.05% | +141+7.0% | Added |
| Ibex Wealth Advisors | 2,169 | $498.4K | 0.05% | +2,169 | New |
| Renaissance Group LLC | 2,175 | $499.8K | 0.02% | −950−30.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,177 | $500.3K | 0.07% | +99+4.8% | Added |
| Mather Group, LLC. | 2,181 | $501.1K | 0.00% | +21+1.0% | Added |
| Benchmark Financial Wealth Advisors, LLC | 2,202 | $505.9K | 0.14% | +6+0.3% | Added |
| Primoris Wealth Advisors, LLC | 2,204 | $506.5K | 0.35% | −125−5.4% | Reduced |
| Capital Advisors, Ltd. LLC | 2,205 | $507.0K | 0.06% | +40+1.8% | Added |
| Bravias Capital Group, LLC | 2,209 | $507.7K | 0.33% | −1,770−44.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,246 | $508.0K | 0.11% | −165−6.8% | Reduced |
| Patron Partners Advisors, LLC | 2,213 | $508.4K | 0.22% | −149−6.3% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,213 | $508.5K | 0.05% | −3−0.1% | Reduced |
| Formidable Asset Management, LLC | 2,317 | $509.1K | 0.08% | 00.0% | Unchanged |
| Harbour Wealth Management Group, Inc. | 2,216 | $509.1K | 0.38% | +2,216 | New |