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 |
|---|---|---|---|---|---|
| Merrion Investment Management Co, LLC | 2,100 | $482.6K | 0.26% | 00.0% | Unchanged |
| 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 |
| Turtle Creek Wealth Advisors, LLC | 2,090 | $480.3K | 0.04% | +508+32.1% | Added |
| S Harris Financial Group, LLC | 2,087 | $479.6K | 0.44% | +523+33.4% | Added |
| Severin Investments, LLC | 2,086 | $479.4K | 0.41% | +77+3.8% | Added |
| Johnson Bixby & Associates, LLC | 2,083 | $478.7K | 0.06% | +83+4.2% | Added |
| DGS Capital Management, LLC | 2,082 | $478.4K | 0.08% | +731+54.1% | Added |
| Wealth Management Partners, LLC | 2,081 | $478.2K | 0.14% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 2,080 | $478.0K | 0.31% | −125−5.7% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,077 | $477.3K | 0.15% | −48−2.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,068 | $475.2K | 0.03% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2,067 | $475.0K | 0.05% | −97−4.5% | Reduced |
| Quotient Wealth Partners, LLC | 2,065 | $474.5K | 0.01% | −305−12.9% | 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 |
| Beta Wealth Group, Inc. | 2,061 | $473.6K | 0.20% | −378−15.5% | Reduced |
| Ethos Financial Group, LLC | 2,040 | $471.9K | 0.03% | −26−1.3% | Reduced |
| Beck Mack & Oliver LLC | 2,048 | $470.6K | 0.01% | 00.0% | Unchanged |
| Baring Financial LLC | 2,044 | $469.8K | 0.29% | +2+0.1% | Added |
| Courier Capital LLC | 2,044 | $469.7K | 0.03% | +12+0.6% | Added |
| Cambria Investment Management, L.P. | 2,043 | $469.5K | 0.03% | +2,043 | New |
| Allegheny Financial Group LTD | 2,041 | $469.2K | 0.06% | +19+0.9% | Added |
| Herold Advisors, Inc. | 2,036 | $467.9K | 0.10% | −30−1.5% | Reduced |
| Lakeshore Financial Planning, Inc. | 2,029 | $466.4K | 0.17% | −10.0% | Reduced |
| Tradition Wealth Management, LLC | 2,022 | $464.6K | 0.03% | −91−4.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,020 | $464.2K | 0.09% | 00.0% | Unchanged |
| MFA Wealth Services | 2,004 | $460.4K | 0.30% | +132+7.1% | Added |
| Canandaigua National Corp | 2,002 | $460.0K | 0.04% | +2,002 | New |
| Gibson Wealth Advisors LLC | 2,000 | $459.6K | 0.31% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $459.6K | 0.38% | – | – |
| Resurgent Financial Advisors LLC | 1,997 | $458.9K | 0.17% | +1,997 | New |
| Personal Cfo Solutions, LLC | 1,992 | $457.7K | 0.06% | −53−2.6% | Reduced |
| Notis-McConarty Edward | 1,990 | $457.3K | 0.23% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 1,986 | $456.4K | 0.03% | +391+24.5% | Added |
| Whelan Financial | 1,985 | $456.1K | 0.14% | +66+3.4% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,981 | $455.0K | 0.05% | +2+0.1% | Added |
| Baker Boyer National Bank | 1,979 | $454.8K | 0.14% | −10−0.5% | Reduced |
| Tyche Wealth Partners LLC | 1,978 | $454.6K | 0.07% | +41+2.1% | 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 |
| Grove Bank & Trust | 1,975 | $453.8K | 0.05% | +435+28.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,968 | $452.0K | 0.12% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 1,966 | $451.7K | 0.04% | +110+5.9% | Added |
| Berkshire Bank | 1,965 | $451.5K | 0.09% | −49−2.4% | Reduced |
| Petix & Botte Co | 982 | $451.3K | 0.10% | −982−50.0% | Reduced |
| XY Planning Network, Inc. | 1,942 | $448.6K | 0.07% | +5+0.3% | Added |
| Old West Investment Management, LLC | 1,952 | $448.6K | 0.05% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,947 | $447.5K | 0.13% | 00.0% | Unchanged |
| Green Ridge Wealth Planning LLC | 1,946 | $447.2K | 0.24% | +1+0.1% | Added |
| RW Investment Management LLC | 1,945 | $446.9K | 0.04% | +1,945 | New |
| Group One Trading, L.P. | 1,941 | $446.0K | 0.01% | −2,334−54.6% | Reduced |
| OpenArc Corporate Advisory, LLC | 1,938 | $445.3K | 0.01% | +523+37.0% | Added |
| First Nebraska Trust Co | 1,933 | $444.2K | 0.04% | −50−2.5% | Reduced |
| Quaker Wealth Management, LLC | 1,928 | $443.0K | 0.14% | +4+0.2% | Added |
| San Luis Wealth Advisors LLC | 1,926 | $442.5K | 0.07% | +4+0.2% | 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 |
| Berkeley Capital Partners, LLC | 1,921 | $441.4K | 0.10% | +177+10.1% | Added |
| Perfromance Wealth Partners, LLC | 1,919 | $441.0K | 0.01% | +2+0.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,904 | $437.5K | 0.04% | 00.0% | Unchanged |
| Rossmore Private Capital | 1,899 | $436.4K | 0.04% | −165−8.0% | Reduced |
| Sawgrass Asset Management LLC | 1,895 | $435.5K | 0.07% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,890 | $434.2K | 0.08% | +2+0.1% | Added |
| MBA Advisors LLC | 1,885 | $433.2K | 0.17% | +83+4.6% | Added |
| Portfolio Design Labs, LLC | 1,885 | $433.2K | 0.08% | +1,885 | New |
| AlphaGrep UK Ltd | 1,880 | $432.0K | 0.13% | +1,880 | New |
| McAdam, LLC | 1,877 | $431.3K | 0.02% | +92+5.2% | Added |
| Legacy Advisors, LLC | 1,876 | $431.1K | 0.05% | −266−12.4% | Reduced |
| 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 |
| Compton Wealth Advisory Group, LLC | 1,862 | $430.2K | 0.10% | 00.0% | Unchanged |
| bLong Financial, LLC | 1,871 | $429.9K | 0.33% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 1,868 | $429.3K | 0.06% | +605+47.9% | Added |
| Orleans Capital Management Corp | 1,867 | $429.0K | 0.29% | −150−7.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 1,865 | $428.6K | 0.04% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 1,865 | $428.6K | 0.05% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 1,860 | $427.4K | 0.01% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 1,858 | $426.9K | 0.19% | −50−2.6% | Reduced |
| Diligent Investors, LLC | 1,857 | $426.8K | 0.11% | −84−4.3% | Reduced |
| Values First Advisors, Inc. | 1,853 | $425.9K | 0.22% | −40−2.1% | Reduced |
| Financial Perspectives, Inc | 1,852 | $425.6K | 0.12% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 1,851 | $425.3K | 0.01% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 1,849 | $424.9K | 0.08% | +64+3.6% | Added |
| Ifrah Financial Services, Inc. | 1,849 | $424.8K | 0.11% | −51−2.7% | Reduced |
| SlateStone Wealth, LLC | 1,845 | $424.0K | 0.03% | −140−7.1% | Reduced |
| Resolute Wealth Strategies, LLC | 1,837 | $422.1K | 0.18% | +21+1.2% | Added |
| South Shore Capital Advisors | 1,836 | $422.0K | 0.31% | +109+6.3% | Added |
| SkyOak Wealth, LLC | 1,836 | $421.9K | 0.08% | 00.0% | Unchanged |
| Ponta Wealth Partners, LLC | 1,834 | $421.4K | 0.34% | +106+6.1% | Added |
| Holderness Investments Co | 1,833 | $421.2K | 0.08% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 1,832 | $421.0K | 0.09% | −77−4.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 1,827 | $419.8K | 0.11% | −25−1.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,824 | $419.1K | 0.01% | +207+12.8% | Added |
| Oslo Pensjonsforsikring AS | 1,824 | $419.1K | 0.07% | +1,824 | New |
| TSG Advice Partners, LLC | 1,819 | $418.0K | 0.06% | +64+3.6% | Added |
| Synergy Financial Group, LTD | 1,817 | $417.6K | 0.31% | −26−1.4% | Reduced |
| Bragg Financial Advisors, Inc | 1,815 | $417.1K | 0.01% | +234+14.8% | Added |
| Dala Group, LLC | 1,813 | $416.5K | 0.35% | −518−22.2% | Reduced |
| StoneX Group Inc. | 1,812 | $416.4K | 0.02% | +221+13.9% | Added |