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; 2,380 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 | 2,380 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,324 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,206 | $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 |
|---|---|---|---|---|---|
| MWA Asset Management | 5,403 | $1.24M | 0.68% | +609+12.7% | Added |
| Simplicity Wealth,LLC | 5,392 | $1.24M | 0.07% | +126+2.4% | Added |
| Iams Wealth Management, LLC | 5,383 | $1.24M | 0.43% | −338−5.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,380 | $1.24M | 0.20% | −51−0.9% | Reduced |
| Portside Wealth Group, LLC | 5,374 | $1.23M | 0.17% | +305+6.0% | Added |
| Retirement Planning Group | 5,372 | $1.23M | 0.04% | +107+2.0% | Added |
| Angeles Wealth Management, LLC | 5,348 | $1.23M | 0.07% | +366+7.3% | Added |
| Purpose Unlimited Inc. | 5,347 | $1.23M | 0.05% | +224+4.4% | Added |
| Trust Co of the South | 5,327 | $1.22M | 0.20% | +3,367+171.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 5,323 | $1.22M | 0.03% | +704+15.2% | Added |
| Transcend Wealth Collective, LLC | 5,316 | $1.22M | 0.10% | +675+14.5% | Added |
| Ark Wealth Advisors LLC | 5,305 | $1.22M | 1.21% | +831+18.6% | Added |
| Jaffetilchin Investment Partners, LLC | 5,304 | $1.22M | 0.07% | −314−5.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,292 | $1.22M | 0.13% | +400+8.2% | Added |
| Silvercrest Asset Management Group LLC | 5,284 | $1.21M | 0.01% | +265+5.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 5,281 | $1.21M | 0.51% | +252+5.0% | Added |
| Strategic Blueprint, LLC | 5,267 | $1.21M | 0.07% | −80−1.5% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 5,231 | $1.20M | 0.47% | −568−9.8% | Reduced |
| High Net Worth Advisory Group LLC | 5,222 | $1.20M | 0.28% | +278+5.6% | Added |
| HBW Advisory Services LLC | 5,213 | $1.20M | 0.13% | +1,415+37.3% | Added |
| Magnus Financial Group LLC | 5,211 | $1.20M | 0.10% | +352+7.2% | Added |
| Stokes Family Office, LLC | 5,203 | $1.20M | 0.12% | −486−8.5% | Reduced |
| Ossiam | 5,175 | $1.19M | 0.02% | −2,508−32.6% | Reduced |
| Heritage Wealth Management, Inc. | 5,162 | $1.19M | 0.59% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 5,160 | $1.19M | 0.51% | +56+1.1% | Added |
| WealthTrust Axiom LLC | 5,158 | $1.19M | 0.29% | 00.0% | Unchanged |
| Robbins Farley LLC | 5,152 | $1.18M | 0.52% | +78+1.5% | Added |
| DB Fitzpatrick & Co, Inc | 5,139 | $1.18M | 1.01% | +5,139 | New |
| Leigh Baldwin & Co., LLC | 5,135 | $1.18M | 0.76% | +74+1.5% | Added |
| Rexford Capital Inc | 5,127 | $1.18M | 0.84% | +168+3.4% | Added |
| AlphaStar Capital Management, LLC | 5,113 | $1.17M | 0.09% | +3,358+191.3% | Added |
| Lighthouse Financial Services Inc | 5,173 | $1.17M | 0.26% | −312−5.7% | Reduced |
| Hartford Financial Management Inc. | 5,101 | $1.17M | 0.30% | −10.0% | Reduced |
| Nicolet Bankshares Inc | 5,086 | $1.17M | 0.04% | +5,086 | New |
| Westover Capital Advisors, LLC | 5,084 | $1.17M | 0.21% | 00.0% | Unchanged |
| SCS Capital Management LLC | 5,078 | $1.17M | 0.01% | −284−5.3% | Reduced |
| BayBridge Capital Group, LLC | 5,303 | $1.17M | 0.72% | 00.0% | Unchanged |
| Jennison Associates LLC | 5,042 | $1.16M | 0.00% | +5,042 | New |
| Koa Wealth Management, LLC | 5,013 | $1.15M | 0.83% | −322−6.0% | Reduced |
| Monument Capital Management | 5,006 | $1.15M | 0.29% | −123−2.4% | Reduced |
| Barbara Oil Co. | 5,000 | $1.15M | 0.44% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,998 | $1.15M | 0.02% | −809−13.9% | Reduced |
| Welch & Forbes LLC | 4,979 | $1.14M | 0.01% | −3,300−39.9% | Reduced |
| HBK Sorce Advisory LLC | 5,307 | $1.14M | 0.02% | −1,573−22.9% | Reduced |
| Larson Financial Group LLC | 4,964 | $1.14M | 0.04% | +1,133+29.6% | Added |
| Essential Investment Partners LLC | 4,955 | $1.14M | 1.05% | +124+2.6% | Added |
| Mayflower Financial Advisors, LLC | 4,938 | $1.13M | 0.14% | −144−2.8% | Reduced |
| Knuff & Co LLC | 4,921 | $1.13M | 0.34% | −809−14.1% | Reduced |
| PeakShares LLC | 4,919 | $1.13M | 1.04% | +227+4.8% | Added |
| Rogco, LP | 4,907 | $1.13M | 0.38% | −443−8.3% | Reduced |
| Mainsail Financial Group, LLC | 4,906 | $1.13M | 0.47% | −42−0.8% | Reduced |
| Buckley Wealth Management, LLC | 4,903 | $1.13M | 0.29% | +667+15.7% | Added |
| Inceptionr LLC | 4,899 | $1.13M | 0.27% | −2,911−37.3% | Reduced |
| Sunbelt Securities, Inc. | 4,887 | $1.12M | 0.07% | +303+6.6% | Added |
| Comprehensive Financial Planning, Inc. | 4,867 | $1.12M | 0.77% | −50−1.0% | Reduced |
| Anchyra Partners LLC | 4,857 | $1.12M | 0.34% | +7+0.1% | Added |
| Peregrine Asset Advisers, Inc. | 4,853 | $1.12M | 0.30% | −193−3.8% | Reduced |
| Fidelis Capital Partners, LLC | 4,831 | $1.11M | 0.08% | +144+3.1% | Added |
| Blodgett Wealth Advisors, LLC | 4,796 | $1.10M | 0.87% | −2,875−37.5% | Reduced |
| Capital Analysts, LLC | 4,795 | $1.10M | 0.03% | −4−0.1% | Reduced |
| Adkins Seale Capital Management LLC | 4,793 | $1.10M | 1.09% | −119−2.4% | Reduced |
| Brady Family Wealth, LLC | 4,761 | $1.09M | 0.34% | +2,048+75.5% | Added |
| Vancity Investment Management Ltd | 4,763 | $1.09M | 0.17% | +124+2.7% | Added |
| Groupama Asset Managment | 4,731 | $1.09M | 0.02% | +2,026+74.9% | Added |
| Dnca Finance | 4,720 | $1.08M | 0.06% | −732−13.4% | Reduced |
| Journey Strategic Wealth LLC | 4,689 | $1.08M | 0.03% | +85+1.8% | Added |
| Apella Capital, LLC | 4,786 | $1.07M | 0.02% | +1,587+49.6% | Added |
| Bank of Nova Scotia Trust Co | 4,644 | $1.07M | 0.09% | −453−8.9% | Reduced |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 4,638 | $1.07M | 0.79% | +4,147+844.6% | Added |
| Evergreen Wealth Solutions, LLC | 4,620 | $1.06M | 0.08% | +4,620 | New |
| Potomac Fund Management Inc | 4,611 | $1.06M | 0.04% | +300+7.0% | Added |
| GW Henssler & Associates Ltd | 4,610 | $1.06M | 0.05% | +10.0% | Added |
| Hilltop Holdings Inc. | 4,582 | $1.05M | 0.10% | −2,528−35.6% | Reduced |
| Franklin Street Advisors Inc | 4,542 | $1.04M | 0.06% | −47−1.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,540 | $1.04M | 0.07% | −54−1.2% | Reduced |
| Illinois Municipal Retirement Fund | 4,538 | $1.04M | 0.01% | −5,161−53.2% | Reduced |
| RWM Asset Management, LLC | 4,534 | $1.04M | 0.11% | +3,300+267.4% | Added |
| GM Advisory Group, Inc. | 4,531 | $1.04M | 0.04% | +342+8.2% | Added |
| Modera Wealth Management, LLC | 4,516 | $1.04M | 0.01% | +1,177+35.3% | Added |
| Mosaic Family Wealth Partners, LLC | 4,513 | $1.04M | 0.11% | −58−1.3% | Reduced |
| Bank of Jackson Hole Trust | 4,506 | $1.04M | 0.50% | +12+0.3% | Added |
| Avestar Capital, LLC | 4,506 | $1.04M | 0.07% | +75+1.7% | Added |
| Foguth Wealth Management, LLC. | 4,886 | $1.03M | 0.12% | +93+1.9% | Added |
| FourThought Financial Partners, LLC | 4,465 | $1.03M | 0.09% | −112−2.4% | Reduced |
| Capula Management Ltd | 4,442 | $1.02M | 0.01% | +3,829+624.6% | Added |
| Michael Brady & Co., LLC | 4,433 | $1.02M | 1.02% | −100−2.2% | Reduced |
| Madison Asset Management, LLC | 4,419 | $1.02M | 0.01% | +1,144+34.9% | Added |
| Founders Financial Alliance, LLC | 4,411 | $1.01M | 0.18% | −223−4.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,381 | $1.01M | 0.16% | −27−0.6% | Reduced |
| SkyView Investment Advisors, LLC | 4,365 | $1.00M | 0.13% | +47+1.1% | Added |
| Fire Capital Management LLC | 4,346 | $998.7K | 0.47% | +518+13.5% | Added |
| CoreCap Advisors, LLC | 4,342 | $997.9K | 0.03% | +34+0.8% | Added |
| SHP Wealth Management | 4,335 | $996.2K | 0.08% | −929−17.6% | Reduced |
| Allen Investment Management LLC | 4,316 | $991.8K | 0.01% | +66+1.6% | Added |
| Kennedy Investment Group | 4,308 | $990.0K | 0.39% | −20−0.5% | Reduced |
| Curated Wealth Partners LLC | 4,306 | $989.5K | 0.12% | −1,457−25.3% | Reduced |
| Cypress Asset Management Inc | 4,288 | $985.3K | 0.23% | 00.0% | Unchanged |
| Dougherty & Associates, LLC | 4,285 | $984.7K | 0.90% | −91−2.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 4,269 | $981.0K | 0.20% | +277+6.9% | Added |
| MMBG Investment Advisors Co. | 4,260 | $978.9K | 0.09% | 00.0% | Unchanged |