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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 2,571 | $590.7K | 0.06% | +265+11.5% | Added |
| Boothbay Fund Management, LLC | 2,554 | $586.9K | 0.01% | −23,423−90.2% | Reduced |
| Harfst & Associates, Inc. | 2,552 | $586.5K | 0.10% | −4,037−61.3% | Reduced |
| SNS Financial Group, LLC | 2,544 | $584.6K | 0.05% | +1,207+90.3% | Added |
| Sanders Morris Harris LLC | 2,542 | $584.1K | 0.09% | +2,542 | New |
| Stevens Capital Management LP | 2,542 | $584.0K | 0.09% | +2,542 | New |
| RD Lewis Holdings, Inc. | 2,503 | $583.4K | 0.51% | −200−7.4% | Reduced |
| Parthenon LLC | 2,538 | $583.2K | 0.07% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 2,535 | $583.0K | 0.32% | −44−1.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,535 | $582.5K | 0.01% | +137+5.7% | Added |
| Capital Investment Advisory Services, LLC | 2,532 | $581.9K | 0.04% | +17+0.7% | Added |
| Appleton Partners Inc | 2,528 | $581.0K | 0.04% | −20−0.8% | Reduced |
| Legacy Capital Group California, Inc. | 2,527 | $580.7K | 0.22% | −287−10.2% | Reduced |
| EntryPoint Capital, LLC | 2,523 | $579.8K | 0.17% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 2,520 | $579.1K | 0.16% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 2,509 | $577.0K | 0.13% | +140+5.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 2,510 | $576.8K | 0.16% | +2,510 | New |
| Harrell Investment Partners, LLC | 2,508 | $576.3K | 0.14% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 2,501 | $574.7K | 0.05% | −19−0.8% | Reduced |
| Centurion Wealth Management LLC | 2,499 | $574.3K | 0.13% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,478 | $569.4K | 0.26% | −36−1.4% | Reduced |
| M.E. Allison & Co., Inc. | 2,478 | $569.4K | 0.38% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 2,477 | $569.2K | 0.04% | −150−5.7% | Reduced |
| Naviter Wealth, LLC | 2,475 | $568.7K | 0.07% | +16+0.7% | Added |
| AdvisorNet Financial, Inc | 2,466 | $566.6K | 0.03% | −30−1.2% | Reduced |
| Clune & Associates, Ltd. | 2,458 | $564.8K | 0.11% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 2,452 | $563.5K | 0.13% | +200+8.9% | Added |
| Trust Point Inc. | 2,452 | $563.4K | 0.05% | +519+26.8% | Added |
| Per Stirling Capital Management, LLC. | 2,451 | $563.2K | 0.06% | +2+0.1% | Added |
| Accurate Wealth Management, LLC | 2,452 | $562.7K | 0.07% | +208+9.3% | Added |
| SBI Securities Co., Ltd. | 2,442 | $561.1K | 0.02% | −117−4.6% | Reduced |
| Odyssean, LLC | 2,441 | $560.9K | 0.20% | +2,441 | New |
| KLCM Advisors, Inc. | 2,436 | $559.8K | 0.05% | +201+9.0% | Added |
| Old Second National Bank of Aurora | 2,433 | $559.1K | 0.12% | −50−2.0% | Reduced |
| KPP Advisory Services LLC | 2,430 | $558.4K | 0.08% | +10+0.4% | Added |
| Gladstone Institutional Advisory LLC | 2,417 | $555.6K | 0.02% | +279+13.0% | Added |
| Walter & Keenan Financial Consulting Co | 2,409 | $553.5K | 0.16% | +46+1.9% | Added |
| River Street Advisors LLC | 2,406 | $552.9K | 0.19% | +961+66.5% | Added |
| Fiduciary Wealth Partners, LLC | 2,403 | $552.1K | 0.36% | −274−10.2% | Reduced |
| Cape Ann Savings Bank | 2,401 | $551.7K | 0.28% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 2,399 | $551.2K | 0.08% | −99−4.0% | Reduced |
| Belleair Asset Management, LLC | 2,391 | $549.4K | 0.50% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,380 | $547.1K | 0.21% | −43−1.8% | Reduced |
| Nilsine Partners, LLC | 2,399 | $542.8K | 0.04% | +112+4.9% | Added |
| EJMK Ventures LLC | 2,355 | $541.2K | 0.30% | −550−18.9% | Reduced |
| Hudock, Inc. | 2,353 | $540.8K | 0.08% | +10.0% | Added |
| Fiduciary Family Office, LLC | 2,350 | $540.0K | 0.15% | −200−7.8% | Reduced |
| Catalytic Wealth RIA, LLC | 2,343 | $538.4K | 0.02% | −531−18.5% | Reduced |
| Armis Advisers, LLC | 2,487 | $538.2K | 0.05% | −682−21.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,334 | $536.3K | 0.11% | −23−1.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,330 | $535.4K | 0.14% | +259+12.5% | Added |
| Gibbs Wealth Management | 2,325 | $534.4K | 0.07% | +613+35.8% | Added |
| Catalyst Financial Partners LLC | 2,311 | $531.0K | 0.06% | +107+4.9% | Added |
| Cypress Capital Group | 2,304 | $529.4K | 0.06% | +125+5.7% | Added |
| North Dallas Bank & Trust Co | 2,296 | $527.6K | 0.36% | −27−1.2% | Reduced |
| Tributary Capital Management, LLC | 2,290 | $526.2K | 0.05% | −55−2.3% | Reduced |
| Azimuth Capital Investment Management LLC | 2,290 | $526.2K | 0.02% | +250+12.3% | Added |
| Seeds Investor LLC | 2,305 | $523.4K | 0.07% | +648+39.1% | Added |
| KMG Fiduciary Partners, LLC | 2,276 | $523.0K | 0.04% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,272 | $522.5K | 0.29% | −1,016−30.9% | Reduced |
| Wellington Shields Capital Management, LLC | 2,269 | $521.5K | 0.08% | 00.0% | Unchanged |
| Compass Capital Corp | 2,352 | $521.1K | 0.19% | +9+0.4% | Added |
| Princeton Global Asset Management LLC | 2,267 | $521.0K | 0.08% | −613−21.3% | Reduced |
| Buska Wealth Management, LLC | 2,260 | $519.4K | 0.21% | −107−4.5% | Reduced |
| Cypress Wealth Services, LLC | 2,260 | $519.3K | 0.07% | +31+1.4% | Added |
| Csenge Advisory Group | 2,260 | $519.2K | 0.02% | +252+12.5% | Added |
| PDS Planning, Inc | 2,253 | $517.7K | 0.03% | +13+0.6% | Added |
| Journey Retirement Planning & Investment Management LLC | 2,251 | $517.7K | 0.46% | −4,733−67.8% | Reduced |
| Bulltick Wealth Management, LLC | 2,250 | $517.0K | 0.11% | +2,250 | New |
| Baltimore-Washington Financial Advisors, Inc. | 2,245 | $515.9K | 0.02% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 2,235 | $513.5K | 0.06% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 2,230 | $512.4K | 0.34% | −299−11.8% | Reduced |
| Maia Wealth LLC | 2,226 | $511.5K | 0.09% | +3+0.1% | Added |
| Van Cleef Asset Management,Inc | 2,220 | $510.1K | 0.05% | 00.0% | Unchanged |
| Harbour Wealth Management Group, Inc. | 2,216 | $509.1K | 0.38% | +2,216 | New |
| Formidable Asset Management, LLC | 2,317 | $509.1K | 0.08% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 2,213 | $508.5K | 0.05% | −3−0.1% | Reduced |
| Patron Partners Advisors, LLC | 2,213 | $508.4K | 0.22% | −149−6.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,246 | $508.0K | 0.11% | −165−6.8% | Reduced |
| Bravias Capital Group, LLC | 2,209 | $507.7K | 0.33% | −1,770−44.5% | Reduced |
| Capital Advisors, Ltd. LLC | 2,205 | $507.0K | 0.06% | +40+1.8% | Added |
| Primoris Wealth Advisors, LLC | 2,204 | $506.5K | 0.35% | −125−5.4% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 2,202 | $505.9K | 0.14% | +6+0.3% | Added |
| Mather Group, LLC. | 2,181 | $501.1K | 0.00% | +21+1.0% | Added |
| Summit Financial Wealth Advisors, LLC | 2,177 | $500.3K | 0.07% | +99+4.8% | Added |
| Renaissance Group LLC | 2,175 | $499.8K | 0.02% | −950−30.4% | Reduced |
| Ibex Wealth Advisors | 2,169 | $498.4K | 0.05% | +2,169 | New |
| L2 Asset Management, LLC | 2,168 | $498.2K | 0.05% | +141+7.0% | Added |
| Stratos Wealth Advisors, LLC | 2,166 | $497.8K | 0.03% | −184−7.8% | Reduced |
| Resonant Capital Advisors, LLC | 2,165 | $497.5K | 0.03% | +10.0% | Added |
| J. Safra Sarasin Holding AG | 2,161 | $496.6K | 0.01% | +144+7.1% | Added |
| Henderson Brothers Financial Partners, LLC | 2,155 | $495.3K | 0.13% | +2,155 | New |
| JT Stratford LLC | 2,151 | $494.3K | 0.06% | +21+1.0% | Added |
| Capital Management Associates, Inc | 2,143 | $492.4K | 0.11% | −376−14.9% | Reduced |
| Texas Yale Capital Corp. | 2,117 | $486.5K | 0.01% | +152+7.7% | Added |
| VSM Wealth Advisory, LLC | 2,115 | $485.9K | 0.15% | −34−1.6% | Reduced |
| MPS Loria Financial Planners, LLC | 2,112 | $485.3K | 0.13% | +7+0.3% | Added |
| Evolve Private Wealth, LLC | 2,110 | $484.8K | 0.03% | +654+44.9% | Added |
| Nautilus Advisors LLC | 2,103 | $483.2K | 0.33% | −7−0.3% | Reduced |
| Hartree Partners, LP | 2,100 | $482.6K | 0.10% | +2,100 | New |