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
- +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 | 2,379 | $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 |
|---|---|---|---|---|---|
| Capital & Planning, LLC | 8,805 | $2.02M | 1.23% | +8,805 | New |
| Fayez Sarofim & Co | 8,799 | $2.02M | 0.01% | −100−1.1% | Reduced |
| LGT Group Foundation | 8,780 | $2.02M | 0.02% | −691−7.3% | Reduced |
| RDA Financial Network | 8,751 | $2.01M | 0.50% | +497+6.0% | Added |
| Kathmere Capital Management, LLC | 8,736 | $2.01M | 0.12% | −191−2.1% | Reduced |
| Symphony Financial, Ltd. Co. | 8,738 | $2.01M | 0.27% | +1,024+13.3% | Added |
| Little House Capital LLC | 8,695 | $2.00M | 0.52% | −1,253−12.6% | Reduced |
| Generali Asset Management SPA SGR | 8,639 | $1.99M | 0.04% | −4,045−31.9% | Reduced |
| InTrack Investment Management Inc | 8,621 | $1.98M | 1.13% | −121−1.4% | Reduced |
| Kovack Advisors, Inc. | 8,560 | $1.97M | 0.11% | −177−2.0% | Reduced |
| Evoke Wealth, LLC | 8,552 | $1.97M | 0.04% | +210+2.5% | Added |
| Werlinich Asset Management, LLC | 8,518 | $1.96M | 0.95% | +3,130+58.1% | Added |
| Truvestments Capital LLC | 8,489 | $1.95M | 0.35% | +6,696+373.5% | Added |
| MBM Wealth Consultants, LLC | 8,487 | $1.95M | 0.45% | −1,115−11.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 8,455 | $1.94M | 1.13% | −285−3.3% | Reduced |
| Fjell Capital, LLC | 8,434 | $1.94M | 1.49% | +473+5.9% | Added |
| Private Trust Co NA | 8,387 | $1.93M | 0.17% | −342−3.9% | Reduced |
| Armstrong Advisory Group, Inc | 8,375 | $1.92M | 0.13% | −101−1.2% | Reduced |
| Trium Capital LLP | 8,367 | $1.92M | 1.40% | +1,289+18.2% | Added |
| Waldron Private Wealth LLC | 8,326 | $1.91M | 0.07% | +194+2.4% | Added |
| Oppenheimer Asset Management Inc. | 8,321 | $1.91M | 0.02% | −145−1.7% | Reduced |
| Nicholson Wealth Management Group, LLC | 8,309 | $1.91M | 1.12% | +8,309 | New |
| Quest Investment Management LLC | 8,264 | $1.90M | 0.22% | +4,632+127.5% | Added |
| Redmond Asset Management, LLC | 8,260 | $1.90M | 0.52% | −48−0.6% | Reduced |
| Adviser Investments LLC | 8,253 | $1.90M | 0.02% | +372+4.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 8,236 | $1.89M | 0.05% | −137−1.6% | Reduced |
| TD Private Client Wealth LLC | 8,226 | $1.89M | 0.04% | +930+12.7% | Added |
| Meridian Wealth Management, LLC | 8,223 | $1.89M | 0.07% | +93+1.1% | Added |
| Welch Group, LLC | 8,216 | $1.89M | 0.07% | −100−1.2% | Reduced |
| Powers Advisory Group, LLC | 8,207 | $1.89M | 0.66% | −89−1.1% | Reduced |
| Virtus Investment Advisers, Inc. | 8,203 | $1.88M | 0.52% | +8,203 | New |
| O'Brien Greene & Co. Inc | 8,200 | $1.88M | 0.53% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 8,175 | $1.88M | 0.16% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 8,135 | $1.87M | 0.07% | +5,341+191.2% | Added |
| CX Institutional | 8,108 | $1.86M | 0.06% | −33,584−80.6% | Reduced |
| Wedge Capital Management L L P | 8,099 | $1.86M | 0.03% | −4,707−36.8% | Reduced |
| One Capital Management, LLC | 8,064 | $1.85M | 0.05% | −895−10.0% | Reduced |
| Central Bank & Trust Co | 8,039 | $1.85M | 0.29% | −403−4.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,035 | $1.85M | 0.13% | +57+0.7% | Added |
| Cim Investment Mangement Inc | 7,936 | $1.82M | 0.49% | −33−0.4% | Reduced |
| Chicago Trust Co NA | 7,913 | $1.82M | 0.29% | +4,806+154.7% | Added |
| Westerkirk Capital Inc. | 7,900 | $1.82M | 0.20% | +7,900 | New |
| Fiduciary Group LLC | 7,852 | $1.80M | 0.15% | +611+8.4% | Added |
| Financial Management, Inc. | 7,834 | $1.80M | 1.69% | +32+0.4% | Added |
| Family Legacy Financial Solutions, LLC | 7,788 | $1.80M | 1.46% | +462+6.3% | Added |
| Legacy Financial Group LLC | 7,803 | $1.79M | 0.23% | −88−1.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,762 | $1.78M | 0.02% | −1,995−20.4% | Reduced |
| Essex LLC | 7,741 | $1.78M | 0.31% | −149−1.9% | Reduced |
| AssuredPartners Investment Advisors, LLC | 7,602 | $1.78M | 0.19% | +5,856+335.4% | Added |
| Gallo Partners, LP | 7,705 | $1.77M | 3.39% | +7,705 | New |
| Eventide Asset Management, LLC | 7,655 | $1.76M | 0.03% | +888+13.1% | Added |
| McRae Capital Management Inc | 7,606 | $1.75M | 0.36% | +50+0.7% | Added |
| Longfellow Investment Management Co LLC | 7,606 | $1.75M | 0.36% | +2,297+43.3% | Added |
| Concentric Capital Strategies, LP | 7,583 | $1.74M | 0.15% | −17,466−69.7% | Reduced |
| Garrison Point Advisors, LLC | 7,580 | $1.74M | 0.79% | −150−1.9% | Reduced |
| Tempus Wealth Planning, LLC | 7,576 | $1.74M | 0.40% | +182+2.5% | Added |
| Guardian Capital, LLC | 7,566 | $1.74M | 1.66% | −3,052−28.7% | Reduced |
| VCI Wealth Management LLC | 7,507 | $1.73M | 0.48% | +7,507 | New |
| Fifth Third Wealth Advisors LLC | 7,496 | $1.72M | 0.06% | +1,206+19.2% | Added |
| Simon Quick Advisors, LLC | 7,490 | $1.72M | 0.08% | −291−3.7% | Reduced |
| Western Wealth Management, LLC | 7,451 | $1.71M | 0.07% | −16−0.2% | Reduced |
| Founders Financial Securities LLC | 7,334 | $1.71M | 0.10% | −377−4.9% | Reduced |
| Joel Isaacson & Co., LLC | 7,431 | $1.71M | 0.06% | +32+0.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 7,422 | $1.71M | 0.51% | +115+1.6% | Added |
| TCG Advisory Services, LLC | 7,416 | $1.70M | 0.04% | +1,918+34.9% | Added |
| Luts & Greenleigh Group, Inc | 7,360 | $1.69M | 1.34% | +10.0% | Added |
| Aviance Capital Partners, LLC | 7,339 | $1.69M | 0.20% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 7,331 | $1.68M | 0.24% | −28−0.4% | Reduced |
| HMS Capital Management, LLC | 7,271 | $1.67M | 0.65% | −908−11.1% | Reduced |
| Wealthspire Advisors, LLC | 7,270 | $1.67M | 0.01% | −1,030−12.4% | Reduced |
| Syon Capital LLC | 7,259 | $1.67M | 0.08% | +1,977+37.4% | Added |
| Old National Bancorp | 7,249 | $1.67M | 0.03% | −142−1.9% | Reduced |
| Fiduciary Alliance LLC | 7,404 | $1.67M | 0.10% | −506−6.4% | Reduced |
| Fortis Group Advisors, LLC | 7,157 | $1.66M | 0.28% | +7,069+8,033.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 7,207 | $1.66M | 0.68% | −3,800−34.5% | Reduced |
| Addison Capital Co | 7,204 | $1.66M | 0.29% | +1,388+23.9% | Added |
| Unique Wealth, LLC | 7,190 | $1.65M | 0.23% | +306+4.4% | Added |
| Trillium Asset Management, LLC | 6,858 | $1.63M | 0.05% | −62−0.9% | Reduced |
| Essex Financial Services, Inc. | 7,074 | $1.63M | 0.09% | −160−2.2% | Reduced |
| Kentucky Retirement Systems | 36,025 | $1.62M | 0.12% | +12,798+55.1% | Added |
| Segment Wealth Management, LLC | 7,022 | $1.61M | 0.09% | −64−0.9% | Reduced |
| Integrity Alliance, LLC. | 7,016 | $1.61M | 0.06% | −453−6.1% | Reduced |
| Evercore Wealth Management, LLC | 6,990 | $1.61M | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 6,964 | $1.60M | 0.05% | +798+12.9% | Added |
| FRG Family Wealth Advisors LLC | 6,961 | $1.60M | 0.26% | −375−5.1% | Reduced |
| Bank of New Hampshire | 6,951 | $1.60M | 0.37% | −76−1.1% | Reduced |
| WT Wealth Management | 6,948 | $1.60M | 0.47% | +6,948 | New |
| Sagespring Wealth Partners, LLC | 6,941 | $1.60M | 0.03% | +232+3.5% | Added |
| BKD Wealth Advisors, LLC | 6,920 | $1.59M | 0.03% | −37−0.5% | Reduced |
| United Capital Management of KS, Inc. | 6,900 | $1.59M | 0.24% | +117+1.7% | Added |
| Sage Investment Advisers LLC | 6,863 | $1.59M | 1.17% | −209−3.0% | Reduced |
| West Family Investments, Inc. | 6,889 | $1.58M | 0.55% | −1,028−13.0% | Reduced |
| Steel Peak Wealth Management LLC | 6,858 | $1.58M | 0.05% | −5,920−46.3% | Reduced |
| RMB Capital Management, LLC | 6,857 | $1.58M | 0.03% | −224−3.2% | Reduced |
| HHM Wealth Advisors, LLC | 6,814 | $1.57M | 0.18% | +10.0% | Added |
| Ameritas Advisory Services, LLC | 6,785 | $1.56M | 0.06% | +484+7.7% | Added |
| Advisor OS, LLC | 6,753 | $1.55M | 0.11% | +464+7.4% | Added |
| Arwa LLC | 6,656 | $1.55M | 0.77% | +5,139+338.8% | Added |
| Richards, Merrill & Peterson, Inc. | 6,718 | $1.54M | 0.57% | +55+0.8% | Added |
| Oakmont Investment Advisors, Inc. | 6,703 | $1.54M | 1.41% | −67−1.0% | Reduced |