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 |
|---|---|---|---|---|---|
| Cozad Asset Management Inc | 3,253 | $747.5K | 0.06% | 00.0% | Unchanged |
| Marble Wealth, LLC | 3,245 | $745.8K | 0.13% | −546−14.4% | Reduced |
| Brasada Capital Management, LP | 3,186 | $744.9K | 0.14% | +3,186 | New |
| Lynch & Associates | 3,220 | $739.9K | 0.14% | +178+5.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,217 | $739.2K | 0.11% | +10.0% | Added |
| Oak Harbor Wealth Partners, LLC | 3,213 | $738.3K | 0.17% | +408+14.5% | Added |
| Mane Global Capital Management LP | 3,207 | $736.9K | 0.08% | +3,207 | New |
| Spinnaker Trust | 3,206 | $736.7K | 0.04% | −250−7.2% | Reduced |
| Richwood Investment Advisors, LLC | 3,200 | $735.3K | 0.57% | 00.0% | Unchanged |
| Spirit of America Management Corp | 3,200 | $735.3K | 0.15% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 3,199 | $735.1K | 0.18% | −108−3.3% | Reduced |
| Smithfield Trust Co | 3,184 | $731.0K | 0.03% | +89+2.9% | Added |
| Mechanics Financial Corp | 3,166 | $727.5K | 0.30% | −60−1.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,165 | $727.3K | 0.18% | +44+1.4% | Added |
| Versant Capital Management, Inc | 3,157 | $725.4K | 0.07% | +1,941+159.6% | Added |
| Beaumont Financial Advisors, LLC | 3,155 | $725.0K | 0.05% | +2+0.1% | Added |
| Harbor Investment Advisory, LLC | 3,154 | $724.8K | 0.06% | +241+8.3% | Added |
| Y.D. More Investments Ltd | 17,017 | $722.5K | 0.03% | −169−1.0% | Reduced |
| Guardian Wealth Advisors, LLC | 3,135 | $720.4K | 0.05% | +43+1.4% | Added |
| Lester Murray Antman dba SimplyRich | 3,137 | $720.0K | 0.18% | −39−1.2% | Reduced |
| Lewis Asset Management, LLC | 3,123 | $717.6K | 0.29% | +10.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 3,121 | $717.2K | 0.01% | +348+12.5% | Added |
| Shepherd Financial Partners LLC | 3,120 | $717.0K | 0.07% | −249−7.4% | Reduced |
| Murphy & Mullick Capital Management Corp | 3,114 | $715.6K | 0.53% | +30+1.0% | Added |
| Busey Wealth Management | 3,103 | $713.0K | 0.02% | −146−4.5% | Reduced |
| Real Talk Capital, LLC | 3,102 | $712.9K | 0.67% | −67−2.1% | Reduced |
| Tradewinds, LLC. | 3,108 | $711.1K | 0.23% | +43+1.4% | Added |
| Convergence Investment Partners, LLC | 3,094 | $710.9K | 0.12% | +3,094 | New |
| Waterloo Capital, L.P. | 3,092 | $710.5K | 0.05% | +1,281+70.7% | Added |
| Boston Research & Management Inc | 3,090 | $710.1K | 0.17% | 00.0% | Unchanged |
| Falcon Wealth Planning | 3,090 | $709.9K | 0.05% | +70+2.3% | Added |
| Glenview Trust Co | 3,078 | $707.3K | 0.01% | −308−9.1% | Reduced |
| Shoker Investment Counsel, Inc. | 3,073 | $706.2K | 0.21% | +3+0.1% | Added |
| First Foundation Advisors | 3,058 | $702.6K | 0.03% | +11+0.4% | Added |
| Stony Point Wealth Management Inc. | 3,054 | $701.7K | 0.28% | −15−0.5% | Reduced |
| Camden Capital, LLC | 3,049 | $700.7K | 0.05% | +946+45.0% | Added |
| Oakworth Capital, Inc. | 3,049 | $700.6K | 0.04% | −6−0.2% | Reduced |
| Fundamentun, LLC | 3,043 | $699.4K | 0.03% | +338+12.5% | Added |
| Ashton Thomas Securities, LLC | 3,027 | $695.6K | 0.09% | +3,027 | New |
| Bridgewater Advisors Inc. | 3,276 | $694.7K | 0.04% | +24+0.7% | Added |
| Montecito Bank & Trust | 3,011 | $691.9K | 0.11% | −111−3.6% | Reduced |
| Core Wealth Partners LLC | 3,010 | $691.7K | 0.32% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 3,000 | $689.4K | 0.00% | −7,200−70.6% | Reduced |
| Intrua Financial, LLC | 2,999 | $689.1K | 0.07% | −101−3.3% | Reduced |
| Roman Butler Fullerton & Co | 2,967 | $686.7K | 0.19% | +5+0.2% | Added |
| Carlson Financial, Inc. | 2,977 | $684.2K | 0.40% | −12−0.4% | Reduced |
| Cornerstone Advisory, LLC | 2,973 | $683.1K | 0.06% | +46+1.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,971 | $682.4K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,953 | $678.6K | 0.02% | −7,784−72.5% | Reduced |
| Pure Financial Advisors, Inc. | 2,946 | $677.1K | 0.01% | −245−7.7% | Reduced |
| Pallas Capital Advisors LLC | 2,935 | $674.3K | 0.03% | +269+10.1% | Added |
| Illumine Investment Management, LLC | 2,934 | $674.2K | 0.52% | 00.0% | Unchanged |
| Private Capital Management, LLC | 2,925 | $672.1K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,923 | $671.7K | 0.05% | −490−14.4% | Reduced |
| CMG Global Holdings, LLC | 2,909 | $668.5K | 0.32% | −5−0.2% | Reduced |
| Forza Wealth Management, LLC | 2,902 | $666.9K | 0.23% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,893 | $664.8K | 0.05% | −1,163−28.7% | Reduced |
| New Age Alpha Advisors, LLC | 2,888 | $663.6K | 0.03% | +292+11.2% | Added |
| Silphium Asset Management Ltd | 2,854 | $655.8K | 0.25% | −4,350−60.4% | Reduced |
| BDFS Capital LLC | 2,850 | $654.8K | 0.32% | +143+5.3% | Added |
| SRS Capital Advisors, Inc. | 2,876 | $654.3K | 0.02% | −728−20.2% | Reduced |
| Waterway Wealth Management, LLC | 2,837 | $651.8K | 0.14% | −655−18.8% | Reduced |
| Adell Harriman & Carpenter Inc | 2,836 | $651.7K | 0.04% | +522+22.6% | Added |
| Alliance Wealth Advisors, LLC | 2,825 | $649.2K | 0.31% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,809 | $645.5K | 0.03% | −35−1.2% | Reduced |
| Vision Capital Management, Inc. | 2,802 | $643.9K | 0.08% | −2−0.1% | Reduced |
| SL Advisors, LLC | 2,797 | $642.7K | 1.09% | −39−1.4% | Reduced |
| Tempo Wealth, LLC | 2,796 | $642.5K | 0.11% | +391+16.3% | Added |
| Providence First Trust Co | 2,788 | $640.7K | 0.23% | +2,788 | New |
| Meyer Handelman Co | 2,775 | $637.7K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 2,774 | $637.4K | 0.04% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 2,767 | $635.8K | 0.09% | +467+20.3% | Added |
| GeoWealth Management, LLC | 2,763 | $634.9K | 0.02% | −202−6.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,759 | $634.0K | 0.03% | +373+15.6% | Added |
| Marble Harbor Investment Counsel, LLC | 2,748 | $631.5K | 0.07% | −75−2.7% | Reduced |
| KFG Wealth Management, LLC | 2,745 | $630.9K | 0.08% | +3+0.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,726 | $626.4K | 0.05% | −143−5.0% | Reduced |
| Mendel Money Management | 2,726 | $626.4K | 0.26% | −100−3.5% | Reduced |
| Greatmark Investment Partners, Inc. | 2,725 | $626.2K | 0.07% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,720 | $625.0K | 0.04% | −308−10.2% | Reduced |
| National Asset Management, Inc. | 2,716 | $624.5K | 0.04% | −1,739−39.0% | Reduced |
| Master's Wealth Management Inc. | 2,712 | $623.3K | 0.21% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 2,687 | $617.4K | 0.14% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,686 | $617.3K | 0.02% | +134+5.3% | Added |
| Smith Chas P & Associates Pa Cpas | 2,684 | $616.8K | 0.03% | +75+2.9% | Added |
| Keel Point, LLC | 2,680 | $615.9K | 0.04% | −483−15.3% | Reduced |
| Cardinal Point Capital Management, ULC | 2,675 | $614.6K | 0.04% | +154+6.1% | Added |
| TIAA Wealth Investment Management LLC | 2,669 | $613.4K | 0.00% | +2,669 | New |
| Douglas Lane & Associates, LLC | 2,657 | $610.7K | 0.01% | −100−3.6% | Reduced |
| Kames Capital plc | 2,654 | $609.6K | 0.01% | −12−0.5% | Reduced |
| Gs Investments, Inc. | 2,650 | $608.9K | 0.35% | 00.0% | Unchanged |
| Man Group plc | 2,637 | $606.0K | 0.00% | −54,979−95.4% | Reduced |
| Weinberger Asset Management, Inc | 2,617 | $601.4K | 0.23% | +8+0.3% | Added |
| Claro Advisors LLC | 2,610 | $599.7K | 0.07% | +233+9.8% | Added |
| Cascades Capital Asset Management, LLC | 2,609 | $599.6K | 0.25% | +57+2.2% | Added |
| Ti-Trust, Inc | 2,603 | $598.1K | 0.36% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 2,593 | $595.8K | 0.16% | −186−6.7% | Reduced |
| Broyhill Asset Management | 2,646 | $594.7K | 0.58% | +1,323+100.0% | Added |
| Opal Capital LLC | 2,585 | $594.0K | 0.11% | +2,585 | New |
| Meridian Financial, LLC | 2,571 | $590.8K | 0.32% | 00.0% | Unchanged |