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; 2,379 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
- +77 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
- 122
- 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 | 2,379 | $74.1B |
| Q1 2026 | 2,375 | $75.7B |
| Q4 2025 | 2,325 | $72.1B |
| Q3 2025 | 2,180 | $70.8B |
| Q2 2025 | 2,234 | $74.6B |
| Q1 2025 | 2,207 | $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 |
|---|---|---|---|---|---|
| Fulcrum Capital LLC | 49,047 | $11.3M | 2.45% | −102−0.2% | Reduced |
| Hemenway Trust Co LLC | 49,021 | $11.3M | 0.91% | +25+0.1% | Added |
| Janus Henderson Group PLC | 48,965 | $11.2M | 0.01% | −1,782−3.5% | Reduced |
| Allianz SE | 48,929 | $11.2M | 0.12% | +43+0.1% | Added |
| Sit Investment Associates Inc | 47,325 | $10.9M | 0.22% | −6,790−12.5% | Reduced |
| Lyell Wealth Management, LP | 47,158 | $10.8M | 0.80% | +47,158 | New |
| Burns J W & Co Inc | 46,724 | $10.7M | 1.23% | +291+0.6% | Added |
| Keybank National Association | 46,603 | $10.7M | 0.04% | +5,092+12.3% | Added |
| Federated Hermes, Inc. | 46,395 | $10.7M | 0.02% | −1,115−2.3% | Reduced |
| Yousif Capital Management, LLC | 46,171 | $10.6M | 0.12% | −2,307−4.8% | Reduced |
| Hayek Kallen Investment Management | 46,097 | $10.6M | 3.45% | +46,097 | New |
| Massmutual Trust Co FSB | 45,981 | $10.6M | 0.29% | −1,588−3.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 45,692 | $10.5M | 0.61% | +103+0.2% | Added |
| Miller Howard Investments Inc | 45,419 | $10.4M | 0.29% | +3,384+8.1% | Added |
| HB Wealth Management, LLC | 45,414 | $10.4M | 0.07% | −292−0.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 45,191 | $10.4M | 0.60% | −244−0.5% | Reduced |
| Trexquant Investment LP | 45,112 | $10.4M | 0.07% | −45,873−50.4% | Reduced |
| Huntington National Bank | 44,969 | $10.3M | 0.06% | −70.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 44,816 | $10.3M | 0.20% | +500+1.1% | Added |
| Douglass Winthrop Advisors, LLC | 44,581 | $10.2M | 0.19% | +1,344+3.1% | Added |
| MainStreet Investment Advisors LLC | 44,150 | $10.1M | 1.53% | −1,278−2.8% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 44,034 | $10.1M | 0.36% | +11,109+33.7% | Added |
| Ninety One North America, Inc. | 43,903 | $10.1M | 0.45% | −257−0.6% | Reduced |
| Duff & Phelps Investment Management Co | 43,567 | $10.0M | 0.10% | +5,350+14.0% | Added |
| Beacon Pointe Advisors, LLC | 43,369 | $9.97M | 0.05% | +6,386+17.3% | Added |
| Red Door Wealth Management, LLC | 42,951 | $9.87M | 1.03% | +790+1.9% | Added |
| Oregon Public Employees Retirement Fund | 42,543 | $9.78M | 0.13% | +100+0.2% | Added |
| Avanza Fonder AB | 42,469 | $9.76M | 0.27% | −2,592−5.8% | Reduced |
| First Citizens Bank & Trust Co | 42,384 | $9.74M | 0.21% | +318+0.8% | Added |
| Mattern Capital Management, LLC | 42,361 | $9.73M | 1.17% | +37,547+780.0% | Added |
| La Banque Postale Asset Management SA | 42,194 | $9.70M | 0.13% | −4,446−9.5% | Reduced |
| WoodTrust Financial Corp | 42,043 | $9.66M | 1.25% | +1,601+4.0% | Added |
| TSP Capital Management Group, LLC | – | $9.53M | 2.32% | – | – |
| Allstate Corp | 40,969 | $9.41M | 0.10% | +11,226+37.7% | Added |
| OP Asset Management Ltd | 40,834 | $9.38M | 0.10% | −2,934−6.7% | Reduced |
| Advisors Capital Management, LLC | 40,674 | $9.35M | 0.11% | +8,436+26.2% | Added |
| Purus Wealth Management, LLC | 40,673 | $9.35M | 2.98% | −135−0.3% | Reduced |
| First Horizon Corp | 40,613 | $9.33M | 0.39% | −688−1.7% | Reduced |
| Miracle Mile Advisors, LLC | 40,377 | $9.28M | 0.13% | +1,026+2.6% | Added |
| Concurrent Investment Advisors, LLC | 40,208 | $9.24M | 0.10% | +1,842+4.8% | Added |
| 4D Advisors, LLC | 40,000 | $9.19M | 5.83% | +40,000 | New |
| Sigma Planning Corp | 39,817 | $9.15M | 0.25% | −1,770−4.3% | Reduced |
| Mutual of America Capital Management LLC | 39,479 | $9.07M | 0.10% | −329−0.8% | Reduced |
| Verition Fund Management LLC | 39,290 | $9.03M | 0.09% | −18,861−32.4% | Reduced |
| CBOE Vest Financial, LLC | 39,008 | $8.96M | 0.11% | +5,735+17.2% | Added |
| Highland Capital Management, LLC | 38,753 | $8.91M | 0.47% | −8,319−17.7% | Reduced |
| Intesa Sanpaolo Wealth Management | 38,743 | $8.90M | 2.17% | −4,059−9.5% | Reduced |
| Marietta Wealth Management, LLC | 38,216 | $8.78M | 1.04% | +751+2.0% | Added |
| Beacon Investment Advisory Services, Inc. | 38,195 | $8.78M | 0.36% | +3,333+9.6% | Added |
| Palmer Knight Co | 37,955 | $8.72M | 4.26% | −108−0.3% | Reduced |
| Nordwand Advisors, LLC | 37,694 | $8.66M | 1.51% | +55+0.1% | Added |
| Private Advisory Group LLC | 37,493 | $8.62M | 0.60% | +37,493 | New |
| State of Alaska, Department of Revenue | 37,314 | $8.57M | 0.09% | +380+1.0% | Added |
| Glenmede Trust Co NA | 37,312 | $8.57M | 0.04% | +643+1.8% | Added |
| Palumbo Wealth Management LLC | 37,289 | $8.57M | 2.09% | +75+0.2% | Added |
| Gotham Asset Management, LLC | 37,009 | $8.50M | 0.03% | −1,684−4.4% | Reduced |
| Macquarie Group Ltd | 36,834 | $8.46M | 0.05% | −16,474−30.9% | Reduced |
| Journey Advisory Group, LLC | 36,723 | $8.44M | 0.72% | +261+0.7% | Added |
| Harbour Investments, Inc. | 36,514 | $8.39M | 0.13% | +6,375+21.2% | Added |
| MidFirst Bank | 36,470 | $8.38M | 0.69% | +972+2.7% | Added |
| Strategic Advisors LLC | 35,894 | $8.25M | 1.37% | +62+0.2% | Added |
| Ethic Inc. | 35,684 | $8.20M | 0.13% | +4,544+14.6% | Added |
| J.W. Cole Advisors, Inc. | 35,670 | $8.20M | 0.28% | −908−2.5% | Reduced |
| Inlet Private Wealth, LLC | 35,233 | $8.10M | 2.07% | −3,350−8.7% | Reduced |
| Greystone Financial Group, LLC | 35,158 | $8.08M | 2.29% | −22,912−39.5% | Reduced |
| Resources Management Corp | 34,450 | $7.92M | 1.05% | +450+1.3% | Added |
| Asset Advisors Investment Management, LLC | 34,120 | $7.84M | 0.75% | +2,162+6.8% | Added |
| Ostrum Asset Management | 33,687 | $7.74M | 0.43% | +5,017+17.5% | Added |
| DLK Investment Management, LLC | 33,382 | $7.67M | 3.03% | −37−0.1% | Reduced |
| Trinity Legacy Partners, LLC | 33,755 | $7.67M | 1.66% | +872+2.7% | Added |
| River Wealth Advisors LLC | 33,344 | $7.66M | 0.88% | +2,849+9.3% | Added |
| Amica Mutual Insurance Co | 33,163 | $7.62M | 0.65% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 33,136 | $7.61M | 0.10% | −1,042−3.0% | Reduced |
| Colonial Trust Co | 33,095 | $7.61M | 1.03% | +716+2.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 32,627 | $7.50M | 1.62% | +12,787+64.5% | Added |
| GLOBALT Investments LLC | 32,308 | $7.42M | 0.26% | −5,854−15.3% | Reduced |
| Ascent Wealth Partners, LLC | 32,231 | $7.41M | 0.86% | +876+2.8% | Added |
| Leavell Investment Management, Inc. | 32,058 | $7.37M | 0.30% | +80+0.3% | Added |
| Sand Hill Global Advisors, LLC | 31,904 | $7.33M | 0.25% | −190−0.6% | Reduced |
| RBA Wealth Management, LLC | 31,769 | $7.30M | 2.63% | −257−0.8% | Reduced |
| Panagora Asset Management Inc | 31,758 | $7.30M | 0.03% | +27,115+584.0% | Added |
| United Asset Strategies, Inc. | 31,644 | $7.27M | 0.58% | −35,022−52.5% | Reduced |
| Nomura Asset Management International Inc. | 31,570 | $7.25M | 0.01% | −4,324−12.0% | Reduced |
| Motley Fool Asset Management LLC | 31,497 | $7.24M | 0.31% | −5,968−15.9% | Reduced |
| Aptus Capital Advisors, LLC | 31,293 | $7.19M | 0.06% | +15,923+103.6% | Added |
| Belpointe Asset Management LLC | 31,112 | $7.15M | 0.26% | +7,280+30.5% | Added |
| Davy Global Fund Management Ltd | 31,076 | $7.14M | 0.54% | −707−2.2% | Reduced |
| Gulf International Bank (UK) Ltd | 31,072 | $7.14M | 0.16% | +10,930+54.3% | Added |
| Wealth Advisors of Tampa Bay, LLC | 31,062 | $7.14M | 2.36% | +251+0.8% | Added |
| Horizon Investments, LLC | 30,952 | $7.11M | 0.08% | −6,611−17.6% | Reduced |
| LVM Capital Management Ltd | 30,883 | $7.10M | 0.67% | +125+0.4% | Added |
| Vident Advisory, LLC | 30,811 | $7.08M | 0.06% | +7,748+33.6% | Added |
| Empowered Funds, LLC | 30,790 | $7.08M | 0.05% | +5,220+20.4% | Added |
| GHP Investment Advisors, Inc. | 30,577 | $7.03M | 0.29% | +4,607+17.7% | Added |
| Diversify Wealth Management, LLC | 30,460 | $7.02M | 0.13% | +15,339+101.4% | Added |
| Van Hulzen Asset Management, LLC | 30,087 | $6.91M | 0.51% | +26,487+735.8% | Added |
| Atria Investments LLC | 30,002 | $6.89M | 0.08% | +1,472+5.2% | Added |
| Integrated Wealth Concepts LLC | 29,725 | $6.83M | 0.05% | +9,459+46.7% | Added |
| Strategy Asset Managers LLC | 29,725 | $6.83M | 1.12% | +939+3.3% | Added |
| Burling Wealth Partners, LLC | 29,708 | $6.83M | 1.10% | +951+3.3% | Added |