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 |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 1,850 | $415.4K | 0.22% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,808 | $415.4K | 0.05% | +505+38.8% | Added |
| St Germain D J Co Inc | 1,807 | $415.2K | 0.02% | +100+5.9% | Added |
| First Western Trust Bank | 1,805 | $414.8K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,794 | $412.3K | 0.08% | −34−1.9% | Reduced |
| Heritage Wealth Advisors | 1,790 | $411.3K | 0.02% | +340+23.4% | Added |
| Legacy Capital Wealth Partners, LLC | 1,788 | $411.0K | 0.08% | −72−3.9% | Reduced |
| Maple Capital Management, Inc. | 1,783 | $409.7K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,778 | $408.7K | 0.02% | +1,778 | New |
| LRI Investments, LLC | 1,778 | $408.6K | 0.04% | +200+12.7% | Added |
| Flagship Wealth Advisors, LLC | 1,785 | $408.6K | 0.18% | −121−6.3% | Reduced |
| Meridian Wealth Advisors, LLC | 1,777 | $408.4K | 0.05% | +17+1.0% | Added |
| Relyea Zuckerberg Hanson LLC | 1,775 | $407.8K | 0.04% | +55+3.2% | Added |
| City State Bank | 1,774 | $407.6K | 0.11% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 1,770 | $406.7K | 0.05% | +69+4.1% | Added |
| TRB Wealth Management, LLC | 1,769 | $406.5K | 0.06% | +1,769 | New |
| Alpha Capital Advisors Inc | 1,762 | $405.0K | 0.39% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,761 | $404.7K | 0.19% | −20−1.1% | Reduced |
| Optas, LLC | 1,756 | $403.5K | 0.06% | +446+34.0% | Added |
| Perennial Investment Advisors, LLC | 1,749 | $402.1K | 0.03% | +41+2.4% | Added |
| Silverlake Wealth Management LLC | 1,749 | $402.0K | 0.08% | −399−18.6% | Reduced |
| Viawealth, LLC | 1,748 | $401.7K | 0.22% | +13+0.7% | Added |
| First County Bank | 1,742 | $400.3K | 0.21% | +8+0.5% | Added |
| Beese Fulmer Investment Management, Inc. | 1,737 | $399.1K | 0.03% | −191−9.9% | Reduced |
| Canopy Partners, LLC | 1,735 | $398.7K | 0.14% | −145−7.7% | Reduced |
| Calton & Associates, Inc. | 1,734 | $398.5K | 0.06% | −61−3.4% | Reduced |
| Forest Hill Capital, LLC | 1,730 | $397.5K | 0.26% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 1,727 | $396.8K | 0.01% | +106+6.5% | Added |
| Crews Bank & Trust | 1,721 | $395.5K | 0.06% | −86−4.8% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,720 | $395.3K | 0.02% | −202−10.5% | Reduced |
| Wimmer Associates 1, LLC | 1,720 | $395.3K | 0.19% | +45+2.7% | Added |
| NBT Bank N A | 1,720 | $395.2K | 0.03% | −173−9.1% | Reduced |
| Pacitti Group Inc. | 1,716 | $394.3K | 0.14% | −8−0.5% | Reduced |
| Heritage Trust Co | 1,706 | $392.0K | 0.04% | 00.0% | Unchanged |
| KWB Wealth | 1,784 | $392.0K | 0.04% | −1,275−41.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,705 | $391.8K | 0.04% | +99+6.2% | Added |
| Philadelphia Trust Co | 1,700 | $391.0K | 0.03% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,700 | $390.5K | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,702 | $390.5K | 0.00% | +274+19.2% | Added |
| Manchester Capital Management LLC | 1,697 | $390.0K | 0.06% | +7+0.4% | Added |
| STAR Financial Bank | 1,691 | $388.6K | 0.18% | −50−2.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,684 | $387.0K | 0.03% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 0 | $387.0K | 0.17% | 0 | Unchanged |
| Aspiriant, LLC | 1,682 | $386.5K | 0.01% | −330−16.4% | Reduced |
| B&L Asset Management LLC | 1,680 | $386.0K | 0.17% | +356+26.9% | Added |
| Old North State Trust, LLC | 1,678 | $386.0K | 0.23% | −179−9.6% | Reduced |
| O'Rourke & Company, Inc | 1,678 | $385.6K | 0.15% | +4+0.2% | Added |
| Legacy Financial Advisors, Inc. | 1,677 | $385.4K | 0.05% | +5+0.3% | Added |
| Los Angeles Capital Management LLC | 1,675 | $384.9K | 0.00% | −488−22.6% | Reduced |
| Sacks & Associates, LLC | 1,674 | $384.7K | 0.29% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,663 | $382.1K | 0.03% | −3−0.2% | Reduced |
| First Business Financial Services, Inc. | 1,659 | $381.2K | 0.03% | 00.0% | Unchanged |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 1,700 | $380.7K | 0.29% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 1,654 | $380.0K | 0.05% | +1+0.1% | Added |
| Bannerman Wealth Management Group, LLC | 1,647 | $378.5K | 0.26% | +37+2.3% | Added |
| Chesapeake Wealth Management | 1,644 | $377.8K | 0.12% | +365+28.5% | Added |
| Foster Group, Inc. | 1,642 | $377.3K | 0.01% | +69+4.4% | Added |
| Alpha Zero LLC | 1,642 | $377.3K | 0.19% | +409+33.2% | Added |
| Broadway Wealth Solutions, Inc. | 1,638 | $376.3K | 0.19% | +50+3.1% | Added |
| NFP Retirement, Inc. | 1,634 | $375.6K | 0.02% | +8+0.5% | Added |
| Dogwood Wealth Management LLC | 1,634 | $375.5K | 0.16% | −734−31.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,632 | $375.1K | 0.03% | +260+19.0% | Added |
| Qtron Investments LLC | 1,629 | $374.3K | 0.05% | −600−26.9% | Reduced |
| Capital Performance Advisors LLP | 1,629 | $374.3K | 0.03% | +214+15.1% | Added |
| Tilia Fiduciary Partners, Inc. | 1,628 | $374.1K | 0.21% | +82+5.3% | Added |
| Signature Estate & Investment Advisors LLC | 1,626 | $373.7K | 0.01% | +132+8.8% | Added |
| Investment Advisory Group, LLC | 1,626 | $373.6K | 0.09% | +14+0.9% | Added |
| Stockman Wealth Management, Inc. | 1,625 | $373.4K | 0.04% | −8−0.5% | Reduced |
| Amplius Wealth Advisors, LLC | 1,625 | $373.4K | 0.03% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 1,625 | $373.4K | 0.12% | +1,625 | New |
| Orographic Financial Advisors, LLC | 1,625 | $373.0K | 0.26% | +1,625 | New |
| Corient IA LLC | 1,620 | $372.3K | 0.35% | −380−19.0% | Reduced |
| United Advisor Group, LLC | 1,619 | $372.1K | 0.05% | +36+2.3% | Added |
| Diversified Enterprises, LLC | 1,616 | $371.4K | 0.02% | +238+17.3% | Added |
| JFS Wealth Advisors, LLC | 1,612 | $370.3K | 0.02% | −78−4.6% | Reduced |
| Arvest Bank Trust Division | 1,610 | $370.0K | 0.02% | −20−1.2% | Reduced |
| Allen Wealth Management, LLC | 1,609 | $369.7K | 0.19% | −17−1.0% | Reduced |
| Carret Asset Management, LLC | 1,607 | $369.4K | 0.04% | 00.0% | Unchanged |
| Sbe LLC Dba Cedar Cove Wealth Partners | 1,603 | $368.3K | 0.19% | −184−10.3% | Reduced |
| Triad Wealth Partners, LLC | 1,602 | $368.2K | 0.03% | +92+6.1% | Added |
| Stonebridge Capital Advisors LLC | 1,601 | $367.9K | 0.03% | +1,601 | New |
| Bravera Wealth | 1,594 | $366.3K | 0.16% | −30−1.8% | Reduced |
| Cheviot Value Management, LLC | 1,592 | $365.8K | 0.04% | −10−0.6% | Reduced |
| Advisory Resource Group | 1,589 | $365.1K | 0.06% | +27+1.7% | Added |
| Key Client Fiduciary Advisors, LLC | 1,582 | $363.6K | 0.12% | +132+9.1% | Added |
| GTS Securities LLC | 1,579 | $362.8K | 0.01% | −1,375−46.5% | Reduced |
| Ballast Advisors LLC | 1,579 | $362.8K | 0.11% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,577 | $362.4K | 0.02% | +1,577 | New |
| AIA Group Ltd | 1,574 | $361.7K | 0.01% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 1,573 | $361.5K | 0.10% | +306+24.2% | Added |
| D'Orazio & Associates, Inc. | 1,572 | $361.3K | 0.05% | +76+5.1% | Added |
| Tennessee Valley Asset Management Partners | 1,572 | $361.2K | 0.05% | +7+0.4% | Added |
| WSFS Capital Management, LLC | 1,570 | $360.9K | 0.02% | −206−11.6% | Reduced |
| Sunflower Bank, N.A. | 1,564 | $359.4K | 0.09% | +11+0.7% | Added |
| Kovitz Investment Group Partners, LLC | 1,560 | $358.7K | 0.01% | +174+12.6% | Added |
| Total Clarity Wealth Management, Inc. | 1,557 | $357.8K | 0.08% | +48+3.2% | Added |
| Dunhill Financial, LLC | 1,555 | $357.5K | 0.08% | +74+5.0% | Added |
| Beacon Investment Advisors LLC | 1,554 | $357.0K | 0.13% | +19+1.2% | Added |
| LMG Wealth Partners, LLC | 1,551 | $356.4K | 0.06% | +5+0.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 1,549 | $356.0K | 0.05% | +1+0.1% | Added |